VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,486 shares; 2024Q4: 34,728 shares; 2025Q1: 36,765 shares; 2025Q2: 38,563 shares; 2025Q3: 38,072 shares; 2025Q4: 37,908 shares; 2026Q1: 35,295 shares 35,295 $21.1M 10.91% -2,613 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,445 shares; 2024Q4: 28,156 shares; 2025Q1: 28,752 shares; 2025Q2: 28,853 shares; 2025Q3: 28,267 shares; 2025Q4: 27,288 shares; 2026Q1: 22,888 shares 22,888 $9.85M 5.09% -4,400 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 5,991 shares; 2025Q1: 6,366 shares; 2025Q2: 126,908 shares; 2025Q3: 126,735 shares; 2025Q4: 125,918 shares; 2026Q1: 122,322 shares 122,322 $9.3M 4.81% -3,596 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,474 shares; 2024Q4: 15,486 shares; 2025Q1: 15,432 shares; 2025Q2: 16,711 shares; 2025Q3: 16,806 shares; 2025Q4: 16,769 shares; 2026Q1: 13,735 shares 13,735 $8.93M 4.62% -3,034 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,837 shares; 2024Q4: 13,532 shares; 2025Q1: 13,548 shares; 2025Q2: 13,764 shares; 2025Q3: 13,863 shares; 2025Q4: 13,932 shares; 2026Q1: 13,635 shares 13,635 $8.91M 4.61% -297 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,874 shares; 2024Q4: 78,597 shares; 2025Q1: 78,597 shares; 2025Q2: 80,331 shares; 2025Q3: 80,884 shares; 2025Q4: 80,321 shares; 2026Q1: 74,796 shares 74,796 $6.59M 3.41% -5,525 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,842 shares; 2024Q4: 73,856 shares; 2025Q1: 72,556 shares; 2025Q2: 73,512 shares; 2025Q3: 75,708 shares; 2025Q4: 80,320 shares; 2026Q1: 42,757 shares 42,757 $6.33M 3.27% -37,563 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,507 shares; 2024Q4: 30,877 shares; 2025Q1: 31,282 shares; 2025Q2: 32,917 shares; 2025Q3: 34,518 shares; 2025Q4: 35,322 shares; 2026Q1: 23,050 shares 23,050 $5.85M 3.03% -12,272 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,894 shares; 2024Q4: 16,232 shares; 2025Q1: 16,763 shares; 2025Q2: 18,158 shares; 2025Q3: 18,368 shares; 2025Q4: 18,159 shares; 2026Q1: 14,902 shares 14,902 $5.52M 2.85% -3,257 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,964 shares; 2024Q4: 14,022 shares; 2025Q1: 16,206 shares; 2025Q2: 15,822 shares; 2025Q3: 15,869 shares; 2025Q4: 15,304 shares; 2026Q1: 15,126 shares 15,126 $3.96M 2.05% -178 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,830 shares; 2024Q4: 21,149 shares; 2025Q1: 24,872 shares; 2025Q2: 27,353 shares; 2025Q3: 29,109 shares; 2025Q4: 30,517 shares; 2026Q1: 21,426 shares 21,426 $3.74M 1.93% -9,091 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,229 shares; 2024Q4: 12,617 shares; 2025Q1: 13,394 shares; 2025Q2: 14,927 shares; 2025Q3: 15,220 shares; 2025Q4: 16,252 shares; 2026Q1: 11,624 shares 11,624 $2.42M 1.25% -4,628 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,502 shares; 2024Q4: 6,712 shares; 2025Q1: 6,763 shares; 2025Q2: 7,668 shares; 2025Q3: 7,774 shares; 2025Q4: 8,543 shares; 2026Q1: 6,916 shares 6,916 $1.99M 1.03% -1,627 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 5,767 shares; 2025Q1: 6,473 shares; 2025Q2: 6,279 shares; 2025Q3: 6,269 shares; 2025Q4: 6,240 shares; 2026Q1: 6,056 shares 6,056 $1.74M 0.9% -184 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,280 shares; 2024Q4: 18,700 shares; 2025Q1: 18,750 shares; 2025Q2: 18,840 shares; 2025Q3: 18,922 shares; 2025Q4: 18,853 shares; 2026Q1: 17,694 shares 17,694 $1.69M 0.87% -1,159 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,242 shares; 2024Q4: 99,442 shares; 2025Q1: 100,641 shares; 2025Q2: 100,030 shares; 2025Q3: 102,487 shares; 2025Q4: 103,308 shares; 2026Q1: 66,985 shares 66,985 $1.68M 0.87% -36,323 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 3,916 shares; 2025Q1: 4,596 shares; 2025Q2: 5,837 shares; 2025Q3: 6,037 shares; 2025Q4: 6,181 shares; 2026Q1: 5,358 shares 5,358 $1.66M 0.86% -823 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,890 shares; 2025Q1: 3,540 shares; 2025Q2: 3,560 shares; 2025Q3: 3,543 shares; 2025Q4: 3,585 shares; 2026Q1: 2,608 shares 2,608 $1.51M 0.78% -977 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,088 shares; 2024Q4: 10,122 shares; 2025Q1: 10,149 shares; 2025Q2: 10,181 shares; 2025Q3: 10,209 shares; 2025Q4: 9,963 shares; 2026Q1: 9,550 shares 9,550 $1.45M 0.75% -413 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 5,092 shares; 2025Q1: 6,006 shares; 2025Q2: 6,417 shares; 2025Q3: 7,230 shares; 2025Q4: 7,357 shares; 2026Q1: 5,621 shares 5,621 $1.37M 0.71% -1,736 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,193 shares; 2024Q4: 5,593 shares; 2025Q1: 5,559 shares; 2025Q2: 6,489 shares; 2025Q3: 13,389 shares; 2025Q4: 15,168 shares; 2026Q1: 10,787 shares 10,787 $1.34M 0.69% -4,381 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 803 shares; 2025Q4: 954 shares; 2026Q1: 917 shares 917 $1.26M 0.65% -37 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 7,384 shares; 2025Q1: 7,074 shares; 2025Q2: 7,556 shares; 2025Q3: 7,843 shares; 2025Q4: 8,383 shares; 2026Q1: 4,178 shares 4,178 $1.2M 0.62% -4,205 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 3,006 shares; 2025Q1: 3,328 shares; 2025Q2: 8,809 shares; 2025Q3: 9,864 shares; 2025Q4: 10,591 shares; 2026Q1: 9,896 shares 9,896 $1.19M 0.62% -695 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,537 shares; 2024Q4: 8,611 shares; 2025Q1: 8,820 shares; 2025Q2: 8,919 shares; 2025Q3: 9,361 shares; 2025Q4: 9,877 shares; 2026Q1: 6,995 shares 6,995 $1.19M 0.61% -2,882 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,969 shares; 2025Q3: 10,968 shares; 2025Q4: 15,607 shares; 2026Q1: 15,526 shares 15,526 $1.14M 0.59% -81 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,149 shares; 2024Q4: 12,141 shares; 2025Q1: 11,664 shares; 2025Q2: 11,401 shares; 2025Q3: 11,403 shares; 2025Q4: 10,677 shares; 2026Q1: 9,785 shares 9,785 $1.12M 0.58% -892 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,294 shares; 2025Q4: 3,513 shares; 2026Q1: 3,242 shares 3,242 $1.1M 0.57% -271 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 2,310 shares; 2025Q1: 2,589 shares; 2025Q2: 2,693 shares; 2025Q3: 2,907 shares; 2025Q4: 3,562 shares; 2026Q1: 2,256 shares 2,256 $1.08M 0.56% -1,306 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,856 shares; 2024Q4: 35,972 shares; 2025Q1: 31,300 shares; 2025Q2: 28,709 shares; 2025Q3: 28,671 shares; 2025Q4: 27,891 shares; 2026Q1: 15,771 shares 15,771 $1.07M 0.55% -12,120 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,988 shares; 2025Q4: 63,372 shares; 2026Q1: 58,933 shares 58,933 $1.04M 0.54% -4,439 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,441 shares; 2025Q3: 16,413 shares; 2025Q4: 14,950 shares; 2026Q1: 14,511 shares 14,511 $1M 0.52% -439 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,134 shares; 2026Q1: 15,620 shares 15,620 $947K 0.49% -6,514 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,356 shares; 2025Q3: 2,334 shares; 2025Q4: 4,118 shares; 2026Q1: 2,895 shares 2,895 $944K 0.49% -1,223 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,841 shares; 2024Q4: 13,055 shares; 2025Q1: 13,455 shares; 2025Q2: 14,062 shares; 2025Q3: 14,161 shares; 2025Q4: 14,378 shares; 2026Q1: 12,076 shares 12,076 $937K 0.48% -2,302 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,391 shares; 2024Q4: 36,369 shares; 2025Q1: 34,713 shares; 2025Q2: 35,606 shares; 2025Q3: 35,901 shares; 2025Q4: 40,598 shares; 2026Q1: 27,120 shares 27,120 $921K 0.48% -13,478 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 941 shares; 2025Q3: 2,547 shares; 2025Q4: 2,832 shares; 2026Q1: 2,530 shares 2,530 $901K 0.47% -302 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,844 shares; 2025Q3: 27,803 shares; 2025Q4: 27,605 shares; 2026Q1: 19,302 shares 19,302 $852K 0.44% -8,303 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 976 shares; 2025Q4: 1,082 shares; 2026Q1: 1,085 shares 1,085 $838K 0.43% +3 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 3,110 shares; 2025Q1: 3,095 shares; 2025Q2: 3,546 shares; 2025Q3: 3,411 shares; 2025Q4: 3,180 shares; 2026Q1: 2,449 shares 2,449 $805K 0.42% -731 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 973 shares; 2025Q4: 1,029 shares; 2026Q1: 901 shares 901 $786K 0.41% -128 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,394 shares; 2024Q4: 10,394 shares; 2025Q1: 10,394 shares; 2025Q2: 10,394 shares; 2025Q3: 10,394 shares; 2025Q4: 10,394 shares; 2026Q1: 10,394 shares 10,394 $737K 0.38% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,151 shares; 2024Q4: 7,331 shares; 2025Q1: 5,628 shares; 2025Q2: 6,169 shares; 2025Q3: 5,405 shares; 2025Q4: 5,057 shares; 2026Q1: 2,486 shares 2,486 $731K 0.38% -2,571 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,844 shares; 2024Q4: 77,041 shares; 2025Q1: 78,147 shares; 2025Q2: 78,816 shares; 2025Q3: 74,331 shares; 2025Q4: 60,435 shares; 2026Q1: 23,369 shares 23,369 $717K 0.37% -37,066 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 16,490 shares; 2025Q1: 16,490 shares; 2025Q2: 16,490 shares; 2025Q3: 16,490 shares; 2025Q4: 17,000 shares; 2026Q1: 15,000 shares 15,000 $716K 0.37% -2,000 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,783 shares; 2025Q2: 5,960 shares; 2025Q3: 13,228 shares; 2025Q4: 26,313 shares; 2026Q1: 21,725 shares 21,725 $711K 0.37% -4,588 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,506 shares; 2025Q4: 2,896 shares; 2026Q1: 2,621 shares 2,621 $709K 0.37% -275 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,861 shares; 2025Q1: 1,751 shares; 2025Q2: 1,733 shares; 2025Q3: 1,683 shares; 2025Q4: 1,683 shares; 2026Q1: 1,655 shares 1,655 $705K 0.36% -28 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,898 shares; 2025Q1: 2,080 shares; 2025Q2: 2,709 shares; 2025Q3: 2,935 shares; 2025Q4: 3,076 shares; 2026Q1: 1,857 shares 1,857 $690K 0.36% -1,219 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,338 shares; 2025Q1: 1,492 shares; 2025Q2: 1,691 shares; 2025Q3: 1,797 shares; 2025Q4: 2,017 shares; 2026Q1: 1,205 shares 1,205 $690K 0.36% -812 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,993 shares; 2025Q2: 8,140 shares; 2025Q3: 9,607 shares; 2025Q4: 9,677 shares; 2026Q1: 9,105 shares 9,105 $678K 0.35% -572 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,400 shares; 2025Q1: 5,000 shares; 2025Q2: 4,105 shares; 2025Q3: 4,109 shares; 2025Q4: 3,709 shares; 2026Q1: 3,591 shares 3,591 $665K 0.34% -118 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,884 shares; 2025Q3: 7,074 shares; 2025Q4: 7,469 shares; 2026Q1: 4,268 shares 4,268 $663K 0.34% -3,201 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: not reported; 2025Q4: 1,131 shares; 2026Q1: 1,062 shares 1,062 $642K 0.33% -69 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,438 shares; 2025Q3: 3,337 shares; 2025Q4: 3,764 shares; 2026Q1: 3,047 shares 3,047 $634K 0.33% -717 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,799 shares; 2025Q4: 4,348 shares; 2026Q1: 3,456 shares 3,456 $630K 0.33% -892 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,774 shares; 2025Q3: 2,760 shares; 2025Q4: 3,089 shares; 2026Q1: 2,940 shares 2,940 $623K 0.32% -149 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,073 shares; 2025Q1: 3,074 shares; 2025Q2: 3,424 shares; 2025Q3: 3,426 shares; 2025Q4: 3,263 shares; 2026Q1: 3,235 shares 3,235 $621K 0.32% -28 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,769 shares; 2024Q4: 14,769 shares; 2025Q1: 14,950 shares; 2025Q2: 14,950 shares; 2025Q3: 12,552 shares; 2025Q4: 12,552 shares; 2026Q1: 12,407 shares 12,407 $613K 0.32% -145 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,271 shares; 2025Q3: 3,354 shares; 2025Q4: 3,691 shares; 2026Q1: 2,641 shares 2,641 $610K 0.32% -1,050 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,632 shares; 2026Q1: 952 shares 952 $605K 0.31% -680 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,689 shares; 2025Q3: 9,217 shares; 2025Q4: 9,544 shares; 2026Q1: 9,097 shares 9,097 $605K 0.31% -447 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,447 shares; 2025Q3: 6,535 shares; 2025Q4: 6,592 shares; 2026Q1: 6,345 shares 6,345 $597K 0.31% -247 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,407 shares; 2025Q2: 5,314 shares; 2025Q3: 5,499 shares; 2025Q4: 5,948 shares; 2026Q1: 4,835 shares 4,835 $594K 0.31% -1,113 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,757 shares; 2025Q2: 2,035 shares; 2025Q3: 5,004 shares; 2025Q4: 6,518 shares; 2026Q1: 4,653 shares 4,653 $588K 0.3% -1,865 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,530 shares; 2025Q3: 5,315 shares; 2025Q4: 4,864 shares; 2026Q1: 4,096 shares 4,096 $578K 0.3% -768 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 1,752 shares; 2025Q3: 2,026 shares; 2025Q4: 2,333 shares; 2026Q1: 1,986 shares 1,986 $564K 0.29% -347 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 4,514 shares; 2025Q1: 4,525 shares; 2025Q2: 4,833 shares; 2025Q3: 4,845 shares; 2025Q4: 5,050 shares; 2026Q1: 1,495 shares 1,495 $554K 0.29% -3,555 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 905 shares; 2025Q1: 842 shares; 2025Q2: 852 shares; 2025Q3: 868 shares; 2025Q4: 932 shares; 2026Q1: 781 shares 781 $553K 0.29% -151 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,797 shares; 2025Q3: 11,725 shares; 2025Q4: 12,201 shares; 2026Q1: 10,623 shares 10,623 $535K 0.28% -1,578 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,217 shares; 2025Q3: 5,098 shares; 2025Q4: 5,531 shares; 2026Q1: 3,536 shares 3,536 $517K 0.27% -1,995 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,004 shares; 2024Q4: 5,030 shares; 2025Q1: 5,030 shares; 2025Q2: 5,039 shares; 2025Q3: 5,066 shares; 2025Q4: 4,864 shares; 2026Q1: 4,877 shares 4,877 $517K 0.27% +13 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,053 shares; 2026Q1: 8,771 shares 8,771 $516K 0.27% -282 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 539 shares; 2025Q1: 554 shares; 2025Q2: 627 shares; 2025Q3: 623 shares; 2025Q4: 6,191 shares; 2026Q1: 5,357 shares 5,357 $515K 0.27% -834 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 52 shares; 2025Q3: 56 shares; 2025Q4: 90 shares; 2026Q1: 122 shares 122 $514K 0.27% +32 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,399 shares; 2026Q1: 1,308 shares 1,308 $508K 0.26% -91 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,180 shares 1,180 $502K 0.26% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,829 shares; 2026Q1: 2,645 shares 2,645 $501K 0.26% -184 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,203 shares; 2025Q1: 1,198 shares; 2025Q2: 1,337 shares; 2025Q3: 1,395 shares; 2025Q4: 1,330 shares; 2026Q1: 1,146 shares 1,146 $501K 0.26% -184 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: not reported; 2025Q4: 2,540 shares; 2026Q1: 2,954 shares 2,954 $487K 0.25% +414 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,151 shares; 2024Q4: 9,077 shares; 2025Q1: 8,976 shares; 2025Q2: 8,852 shares; 2025Q3: 6,921 shares; 2025Q4: 6,881 shares; 2026Q1: 6,881 shares 6,881 $474K 0.25% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,805 shares; 2024Q4: 30,729 shares; 2025Q1: 29,679 shares; 2025Q2: 23,681 shares; 2025Q3: 22,473 shares; 2025Q4: 22,107 shares; 2026Q1: 19,152 shares 19,152 $474K 0.25% -2,955 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,729 shares; 2024Q4: 23,050 shares; 2025Q1: 20,218 shares; 2025Q2: 19,544 shares; 2025Q3: 20,385 shares; 2025Q4: 20,547 shares; 2026Q1: 1,911 shares 1,911 $474K 0.25% -18,636 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,844 shares; 2025Q4: 5,511 shares; 2026Q1: 5,597 shares 5,597 $469K 0.24% +86 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,207 shares; 2025Q3: 6,090 shares; 2025Q4: 6,525 shares; 2026Q1: 4,221 shares 4,221 $457K 0.24% -2,304 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,362 shares; 2025Q3: 3,560 shares; 2025Q4: 4,058 shares; 2026Q1: 3,684 shares 3,684 $454K 0.23% -374 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,247 shares; 2025Q4: 4,263 shares; 2026Q1: 4,008 shares 4,008 $444K 0.23% -255 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,542 shares; 2025Q4: 9,136 shares; 2026Q1: 8,173 shares 8,173 $443K 0.23% -963 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 563 shares; 2025Q2: 1,010 shares; 2025Q3: 1,920 shares; 2025Q4: 696 shares; 2026Q1: 1,823 shares 1,823 $443K 0.23% +1,127 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 551 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $443K 0.23% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,638 shares; 2025Q3: 2,134 shares; 2025Q4: 2,634 shares; 2026Q1: 2,205 shares 2,205 $441K 0.23% -429 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,336 shares; 2025Q2: 3,704 shares; 2025Q3: 4,278 shares; 2025Q4: 4,653 shares; 2026Q1: 3,871 shares 3,871 $439K 0.23% -782 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,776 shares; 2025Q1: 3,101 shares; 2025Q2: 2,795 shares; 2025Q3: 3,043 shares; 2025Q4: 3,678 shares; 2026Q1: 3,285 shares 3,285 $434K 0.22% -393 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 1,161 shares; 2026Q1: 1,131 shares 1,131 $430K 0.22% -30 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,227 shares; 2025Q1: 2,325 shares; 2025Q2: 2,006 shares; 2025Q3: 2,614 shares; 2025Q4: 2,284 shares; 2026Q1: 2,071 shares 2,071 $428K 0.22% -213 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,341 shares; 2025Q3: 3,725 shares; 2025Q4: 3,849 shares; 2026Q1: 3,386 shares 3,386 $428K 0.22% -463 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 631 shares; 2025Q1: 792 shares; 2025Q2: 629 shares; 2025Q3: 719 shares; 2025Q4: 778 shares; 2026Q1: 464 shares 464 $427K 0.22% -314 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 260 shares; 2025Q4: 3,695 shares; 2026Q1: 4,033 shares 4,033 $422K 0.22% +338 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,576 shares; 2026Q1: 3,415 shares 3,415 $414K 0.21% -161 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 1,197 shares; 2026Q1: 844 shares 844 $405K 0.21% -353 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,359 shares; 2025Q4: 7,888 shares; 2026Q1: 7,685 shares 7,685 $395K 0.2% -203 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,268 shares; 2025Q4: 2,768 shares; 2026Q1: 2,462 shares 2,462 $393K 0.2% -306 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,565 shares; 2026Q1: 9,557 shares 9,557 $387K 0.2% -8 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,736 shares; 2025Q4: 1,849 shares; 2026Q1: 1,759 shares 1,759 $381K 0.2% -90 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,041 shares; 2025Q4: 3,300 shares; 2026Q1: 2,869 shares 2,869 $378K 0.2% -431 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,277 shares; 2026Q1: 3,150 shares 3,150 $374K 0.19% -127 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 4,314 shares; 2025Q1: 4,314 shares; 2025Q2: 4,314 shares; 2025Q3: 4,314 shares; 2025Q4: 4,314 shares; 2026Q1: 4,314 shares 4,314 $374K 0.19% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 592 shares; 2026Q1: 841 shares 841 $374K 0.19% +249 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 682 shares; 2025Q4: 722 shares; 2026Q1: 690 shares 690 $371K 0.19% -32 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 2,005 shares; 2026Q1: 2,005 shares 2,005 $370K 0.19% 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; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 7,416 shares; 2025Q1: 7,775 shares; 2025Q2: 7,632 shares; 2025Q3: 8,736 shares; 2025Q4: 9,602 shares; 2026Q1: 7,480 shares 7,480 $365K 0.19% -2,122 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,207 shares; 2026Q1: 1,220 shares 1,220 $362K 0.19% +13 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,146 shares; 2025Q3: 5,444 shares; 2025Q4: 6,207 shares; 2026Q1: 5,979 shares 5,979 $359K 0.19% -228 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,108 shares; 2026Q1: 1,088 shares 1,088 $350K 0.18% -20 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 3,345 shares; 2025Q1: 2,952 shares; 2025Q2: 2,934 shares; 2025Q3: 3,093 shares; 2025Q4: 2,767 shares; 2026Q1: 1,601 shares 1,601 $348K 0.18% -1,166 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,682 shares; 2025Q4: 9,412 shares; 2026Q1: 8,883 shares 8,883 $346K 0.18% -529 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,825 shares; 2025Q4: 3,857 shares; 2026Q1: 3,690 shares 3,690 $345K 0.18% -167 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,503 shares; 2025Q3: 3,091 shares; 2025Q4: 2,685 shares; 2026Q1: 2,518 shares 2,518 $344K 0.18% -167 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 2,663 shares; 2025Q1: 3,290 shares; 2025Q2: 2,802 shares; 2025Q3: 2,863 shares; 2025Q4: 2,980 shares; 2026Q1: 2,648 shares 2,648 $341K 0.18% -332 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,422 shares; 2025Q4: 1,552 shares; 2026Q1: 991 shares 991 $340K 0.18% -561 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,355 shares; 2025Q3: 8,772 shares; 2025Q4: 7,646 shares; 2026Q1: 6,002 shares 6,002 $339K 0.18% -1,644 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,183 shares; 2024Q4: 27,282 shares; 2025Q1: 27,311 shares; 2025Q2: 27,414 shares; 2025Q3: 28,656 shares; 2025Q4: 28,582 shares; 2026Q1: 2,995 shares 2,995 $339K 0.18% -25,587 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,956 shares; 2025Q3: 5,565 shares; 2025Q4: 8,817 shares; 2026Q1: 4,198 shares 4,198 $337K 0.17% -4,619 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,050 shares; 2025Q4: 4,784 shares; 2026Q1: 4,069 shares 4,069 $333K 0.17% -715 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,918 shares; 2025Q3: 3,011 shares; 2025Q4: 6,714 shares; 2026Q1: 8,736 shares 8,736 $332K 0.17% +2,022 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,037 shares; 2025Q2: 7,849 shares; 2025Q3: 8,500 shares; 2025Q4: 8,419 shares; 2026Q1: 5,864 shares 5,864 $332K 0.17% -2,555 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,369 shares; 2025Q4: 1,635 shares; 2026Q1: 1,314 shares 1,314 $329K 0.17% -321 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,295 shares; 2025Q4: 1,372 shares; 2026Q1: 1,315 shares 1,315 $329K 0.17% -57 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,205 shares; 2025Q4: 1,201 shares; 2026Q1: 1,161 shares 1,161 $328K 0.17% -40 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 891 shares; 2025Q1: 1,082 shares; 2025Q2: 1,079 shares; 2025Q3: 1,748 shares; 2025Q4: 1,807 shares; 2026Q1: 1,205 shares 1,205 $326K 0.17% -602 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,725 shares 25,725 $326K 0.17% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 2,120 shares; 2025Q3: 3,181 shares; 2025Q4: 1,659 shares; 2026Q1: 1,306 shares 1,306 $324K 0.17% -353 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,496 shares; 2025Q4: 5,663 shares; 2026Q1: 4,815 shares 4,815 $323K 0.17% -848 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,071 shares; 2025Q4: 8,485 shares; 2026Q1: 6,454 shares 6,454 $323K 0.17% -2,031 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,102 shares; 2025Q4: 4,568 shares; 2026Q1: 3,667 shares 3,667 $321K 0.17% -901 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 877 shares; 2025Q1: 1,146 shares; 2025Q2: 1,455 shares; 2025Q3: 1,378 shares; 2025Q4: 1,513 shares; 2026Q1: 1,060 shares 1,060 $321K 0.17% -453 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,573 shares; 2025Q2: 3,101 shares; 2025Q3: 3,494 shares; 2025Q4: 2,960 shares; 2026Q1: 2,099 shares 2,099 $317K 0.16% -861 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,731 shares; 2025Q4: 3,349 shares; 2026Q1: 3,362 shares 3,362 $314K 0.16% +13 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,689 shares; 2026Q1: 1,550 shares 1,550 $307K 0.16% -139 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,529 shares; 2025Q1: 1,609 shares; 2025Q2: 1,846 shares; 2025Q3: 1,640 shares; 2025Q4: 1,470 shares; 2026Q1: 307 shares 307 $306K 0.16% -1,163 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,307 shares; 2025Q4: 3,284 shares; 2026Q1: 2,845 shares 2,845 $302K 0.16% -439 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,603 shares; 2025Q4: 4,604 shares; 2026Q1: 4,715 shares 4,715 $302K 0.16% +111 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,177 shares; 2025Q4: 7,580 shares; 2026Q1: 9,833 shares 9,833 $302K 0.16% +2,253 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,299 shares; 2025Q1: 4,168 shares; 2025Q2: 4,168 shares; 2025Q3: 3,221 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares 3,191 $300K 0.16% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,510 shares; 2025Q4: 1,587 shares; 2026Q1: 1,439 shares 1,439 $300K 0.16% -148 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,223 shares; 2025Q4: not reported; 2026Q1: 6,557 shares 6,557 $297K 0.15% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,790 shares; 2026Q1: 2,938 shares 2,938 $294K 0.15% +148 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,287 shares; 2025Q4: 1,292 shares; 2026Q1: 1,186 shares 1,186 $293K 0.15% -106 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,558 shares; 2025Q3: 1,773 shares; 2025Q4: 1,988 shares; 2026Q1: 1,710 shares 1,710 $292K 0.15% -278 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 5,485 shares; 2025Q4: 5,485 shares; 2026Q1: 5,485 shares 5,485 $288K 0.15% 0 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,214 shares; 2025Q4: 2,211 shares; 2026Q1: 2,128 shares 2,128 $286K 0.15% -83 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,767 shares; 2025Q4: 6,169 shares; 2026Q1: 3,903 shares 3,903 $284K 0.15% -2,266 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,784 shares 6,784 $283K 0.15% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 909 shares; 2025Q3: 1,862 shares; 2025Q4: not reported; 2026Q1: 1,598 shares 1,598 $281K 0.15% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,524 shares; 2025Q2: 4,103 shares; 2025Q3: not reported; 2025Q4: 3,873 shares; 2026Q1: 3,419 shares 3,419 $279K 0.14% -454 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,867 shares; 2025Q1: 1,902 shares; 2025Q2: 2,676 shares; 2025Q3: 2,171 shares; 2025Q4: 2,189 shares; 2026Q1: 812 shares 812 $278K 0.14% -1,377 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,991 shares; 2026Q1: 6,448 shares 6,448 $277K 0.14% -1,543 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,129 shares; 2025Q3: 2,180 shares; 2025Q4: 2,206 shares; 2026Q1: 2,110 shares 2,110 $276K 0.14% -96 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,954 shares; 2025Q4: 3,255 shares; 2026Q1: 2,724 shares 2,724 $273K 0.14% -531 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: not reported; 2025Q1: 2,672 shares; 2025Q2: 7,189 shares; 2025Q3: not reported; 2025Q4: 7,672 shares; 2026Q1: 6,567 shares 6,567 $273K 0.14% -1,105 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,460 shares; 2025Q3: not reported; 2025Q4: 6,630 shares; 2026Q1: 3,988 shares 3,988 $272K 0.14% -2,642 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 626 shares; 2025Q1: 632 shares; 2025Q2: 642 shares; 2025Q3: 653 shares; 2025Q4: 644 shares; 2026Q1: 668 shares 668 $272K 0.14% +24 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,566 shares 1,566 $271K 0.14% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,135 shares; 2026Q1: 4,065 shares 4,065 $270K 0.14% -70 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,656 shares; 2026Q1: 1,567 shares 1,567 $269K 0.14% -89 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 526 shares; 2025Q4: 525 shares; 2026Q1: 511 shares 511 $267K 0.14% -14 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,342 shares; 2025Q1: 2,951 shares; 2025Q2: 2,807 shares; 2025Q3: 2,875 shares; 2025Q4: 4,641 shares; 2026Q1: 2,709 shares 2,709 $267K 0.14% -1,932 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,334 shares; 2025Q1: 2,339 shares; 2025Q2: 2,562 shares; 2025Q3: 2,577 shares; 2025Q4: 2,353 shares; 2026Q1: 2,517 shares 2,517 $266K 0.14% +164 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 755 shares; 2025Q3: 1,392 shares; 2025Q4: 962 shares; 2026Q1: 903 shares 903 $263K 0.14% -59 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 2,200 shares; 2025Q1: 2,207 shares; 2025Q2: 2,215 shares; 2025Q3: 2,221 shares; 2025Q4: 2,231 shares; 2026Q1: 2,231 shares 2,231 $263K 0.14% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,902 shares; 2025Q3: 1,984 shares; 2025Q4: 1,968 shares; 2026Q1: 2,291 shares 2,291 $261K 0.14% +323 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,774 shares; 2025Q3: 12,356 shares; 2025Q4: 11,865 shares; 2026Q1: 12,035 shares 12,035 $260K 0.13% +170 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,137 shares; 2025Q4: 8,402 shares; 2026Q1: 6,464 shares 6,464 $258K 0.13% -1,938 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,169 shares; 2025Q4: 7,147 shares; 2026Q1: 4,764 shares 4,764 $257K 0.13% -2,383 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,940 shares 2,940 $253K 0.13% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,946 shares; 2025Q3: not reported; 2025Q4: 9,443 shares; 2026Q1: 7,904 shares 7,904 $253K 0.13% -1,539 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,967 shares; 2025Q4: 2,103 shares; 2026Q1: 1,340 shares 1,340 $253K 0.13% -763 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,557 shares 2,557 $252K 0.13% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,742 shares; 2025Q3: 1,896 shares; 2025Q4: 1,781 shares; 2026Q1: 1,743 shares 1,743 $243K 0.13% -38 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384 shares; 2026Q1: 353 shares 353 $240K 0.12% -31 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 835 shares; 2026Q1: 697 shares 697 $240K 0.12% -138 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,010 shares; 2025Q4: 3,067 shares; 2026Q1: 1,748 shares 1,748 $238K 0.12% -1,319 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,285 shares; 2025Q3: 57,719 shares; 2025Q4: 56,344 shares; 2026Q1: 36,116 shares 36,116 $237K 0.12% -20,228 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,124 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,785 shares 1,785 $236K 0.12% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,621 shares; 2025Q2: 3,907 shares; 2025Q3: 3,129 shares; 2025Q4: 3,116 shares; 2026Q1: 1,879 shares 1,879 $234K 0.12% -1,237 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 893 shares; 2025Q4: 2,055 shares; 2026Q1: 1,473 shares 1,473 $233K 0.12% -582 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,457 shares; 2026Q1: 1,084 shares 1,084 $232K 0.12% -373 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,918 shares; 2026Q1: 3,045 shares 3,045 $229K 0.12% -2,873 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $228K 0.12% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,718 shares; 2025Q4: 2,864 shares; 2026Q1: 2,428 shares 2,428 $228K 0.12% -436 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,504 shares; 2024Q4: 170,522 shares; 2025Q1: 186,309 shares; 2025Q2: 73,792 shares; 2025Q3: 79,722 shares; 2025Q4: 74,450 shares; 2026Q1: 4,487 shares 4,487 $226K 0.12% -69,963 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,729 shares; 2026Q1: 9,315 shares 9,315 $225K 0.12% -414 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,936 shares; 2025Q4: 2,079 shares; 2026Q1: 3,039 shares 3,039 $225K 0.12% +960 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,494 shares; 2026Q1: 9,035 shares 9,035 $225K 0.12% -3,459 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: 1,098 shares 1,098 $224K 0.12% +68 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,941 shares; 2025Q4: 5,459 shares; 2026Q1: 5,060 shares 5,060 $222K 0.11% -399 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,292 shares; 2025Q2: 1,884 shares; 2025Q3: 1,944 shares; 2025Q4: 1,673 shares; 2026Q1: 1,339 shares 1,339 $221K 0.11% -334 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 701 shares; 2026Q1: 372 shares 372 $221K 0.11% -329 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,911 shares 1,911 $219K 0.11% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: not reported; 2025Q4: 2,767 shares; 2026Q1: 2,159 shares 2,159 $219K 0.11% -608 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 482 shares; 2025Q1: 539 shares; 2025Q2: 675 shares; 2025Q3: 734 shares; 2025Q4: 815 shares; 2026Q1: 438 shares 438 $219K 0.11% -377 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,853 shares; 2026Q1: 1,260 shares 1,260 $219K 0.11% -593 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 755 shares; 2025Q3: not reported; 2025Q4: 745 shares; 2026Q1: 717 shares 717 $218K 0.11% -28 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,177 shares; 2025Q4: 2,177 shares; 2026Q1: 2,177 shares 2,177 $213K 0.11% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,712 shares; 2026Q1: 5,189 shares 5,189 $213K 0.11% -523 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 303 shares 303 $213K 0.11% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,868 shares; 2025Q4: 9,484 shares; 2026Q1: 8,759 shares 8,759 $213K 0.11% -725 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,463 shares; 2025Q1: 4,453 shares; 2025Q2: 4,453 shares; 2025Q3: 3,571 shares; 2025Q4: 3,571 shares; 2026Q1: 3,571 shares 3,571 $212K 0.11% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,058 shares; 2025Q4: 1,425 shares; 2026Q1: 1,163 shares 1,163 $212K 0.11% -262 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,424 shares; 2025Q4: 7,266 shares; 2026Q1: 5,022 shares 5,022 $211K 0.11% -2,244 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,655 shares; 2026Q1: 3,885 shares 3,885 $210K 0.11% -770 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,096 shares; 2025Q3: not reported; 2025Q4: 4,101 shares; 2026Q1: 3,744 shares 3,744 $208K 0.11% -357 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,578 shares; 2025Q3: 1,928 shares; 2025Q4: 1,190 shares; 2026Q1: 1,551 shares 1,551 $206K 0.11% +361 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,728 shares; 2025Q4: 14,101 shares; 2026Q1: 7,343 shares 7,343 $206K 0.11% -6,758 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,670 shares 2,670 $206K 0.11% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,699 shares; 2025Q4: 6,169 shares; 2026Q1: 4,344 shares 4,344 $201K 0.1% -1,825 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,468 shares 18,468 $169K 0.09% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,801 shares 12,801 $165K 0.09% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,111 shares; 2025Q3: 23,093 shares; 2025Q4: 23,316 shares; 2026Q1: 10,941 shares 10,941 $146K 0.08% -12,375 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,238 shares; 2024Q4: not reported; 2025Q1: 10,016 shares; 2025Q2: 10,776 shares; 2025Q3: 10,653 shares; 2025Q4: 12,105 shares; 2026Q1: 11,271 shares 11,271 $130K 0.07% -834 Timeline AGL AGILON HEALTH INC More: the full row for AGILON HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,290 shares 11,290 $89.3K 0.05% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,593 shares; 2025Q4: 18,808 shares; 2026Q1: 13,686 shares 13,686 $63.4K 0.03% -5,122 Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,019 shares; 2026Q1: 10,013 shares 10,013 $53.8K 0.03% -6 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,297 shares 12,297 $52.8K 0.03% new Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,658 shares; 2025Q4: 12,503 shares; 2026Q1: 11,999 shares 11,999 $42.1K 0.02% -504 Timeline BLOCK INC BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 26,000 shares 26,000 $24.5K 0.01% 0 ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,211 shares 30,211 $17.6K 0.01% new Timeline GIFT GIFTIFY INC More: the full row for GIFTIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,725 shares; 2024Q4: 35,725 shares; 2025Q1: 70,930 shares; 2025Q2: 70,930 shares; 2025Q3: 70,930 shares; 2025Q4: 70,930 shares; 2026Q1: 10,725 shares 10,725 $10.7K 0.01% -60,205 Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,288 shares 11,288 $6.66K <0.01% new Timeline