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: 360,218 shares; 2024Q4: 361,913 shares; 2025Q1: 350,823 shares; 2025Q2: 346,321 shares; 2025Q3: 344,294 shares; 2025Q4: 342,020 shares; 2026Q1: 338,664 shares 338,664 $85.9M 8.49% -3,356 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: 97,414 shares; 2024Q4: 96,580 shares; 2025Q1: 88,678 shares; 2025Q2: 56,410 shares; 2025Q3: 55,492 shares; 2025Q4: 55,619 shares; 2026Q1: 62,811 shares 62,811 $41M 4.05% +7,192 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,379 shares; 2024Q4: 357,031 shares; 2025Q1: 378,545 shares; 2025Q2: 392,474 shares; 2025Q3: 473,642 shares; 2025Q4: 518,844 shares; 2026Q1: 548,607 shares 548,607 $31.9M 3.15% +29,763 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,720 shares; 2024Q4: 89,492 shares; 2025Q1: 83,082 shares; 2025Q2: 102,139 shares; 2025Q3: 130,524 shares; 2025Q4: 165,310 shares; 2026Q1: 149,006 shares 149,006 $31.5M 3.11% -16,304 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554,213 shares; 2024Q4: 504,299 shares; 2025Q1: 508,587 shares; 2025Q2: 510,224 shares; 2025Q3: 445,436 shares; 2025Q4: 478,439 shares; 2026Q1: 562,117 shares 562,117 $26M 2.56% +83,678 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: 236,681 shares; 2024Q4: 231,942 shares; 2025Q1: 193,221 shares; 2025Q2: 222,982 shares; 2025Q3: 215,956 shares; 2025Q4: 231,800 shares; 2026Q1: 217,868 shares 217,868 $24.6M 2.43% -13,932 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,234 shares; 2024Q4: 58,692 shares; 2025Q1: 122,645 shares; 2025Q2: 240,464 shares; 2025Q3: 284,974 shares; 2025Q4: 340,510 shares; 2026Q1: 293,391 shares 293,391 $20.5M 2.02% -47,119 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,088 shares; 2024Q4: 271,161 shares; 2025Q1: 253,957 shares; 2025Q2: 343,950 shares; 2025Q3: 293,995 shares; 2025Q4: 266,023 shares; 2026Q1: 256,430 shares 256,430 $19.1M 1.88% -9,593 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,912 shares; 2024Q4: 289,693 shares; 2025Q1: 270,699 shares; 2025Q2: 273,326 shares; 2025Q3: 293,463 shares; 2025Q4: 274,965 shares; 2026Q1: 292,167 shares 292,167 $15.4M 1.52% +17,202 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: 41,787 shares; 2024Q4: 40,372 shares; 2025Q1: 42,436 shares; 2025Q2: 42,279 shares; 2025Q3: 42,915 shares; 2025Q4: 42,240 shares; 2026Q1: 39,122 shares 39,122 $14.5M 1.43% -3,118 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: 74,473 shares; 2024Q4: 72,578 shares; 2025Q1: 65,598 shares; 2025Q2: 70,332 shares; 2025Q3: 77,018 shares; 2025Q4: 75,705 shares; 2026Q1: 73,480 shares 73,480 $12.8M 1.27% -2,225 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: 64,268 shares; 2024Q4: 63,055 shares; 2025Q1: 60,778 shares; 2025Q2: 61,890 shares; 2025Q3: 60,361 shares; 2025Q4: 60,799 shares; 2026Q1: 59,161 shares 59,161 $12.3M 1.22% -1,638 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,832 shares; 2025Q2: 267,511 shares; 2025Q3: 276,784 shares; 2025Q4: 295,874 shares; 2026Q1: 339,269 shares 339,269 $12.3M 1.21% +43,395 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,826 shares; 2024Q4: 97,923 shares; 2025Q1: 111,370 shares; 2025Q2: 116,521 shares; 2025Q3: 102,683 shares; 2025Q4: 58,405 shares; 2026Q1: 62,631 shares 62,631 $12M 1.19% +4,226 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,604 shares; 2024Q4: 136,303 shares; 2025Q1: 68,407 shares; 2025Q2: 67,872 shares; 2025Q3: 15,575 shares; 2025Q4: 9,182 shares; 2026Q1: 101,151 shares 101,151 $11.3M 1.11% +91,969 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,799 shares; 2025Q3: 239,316 shares; 2025Q4: 279,103 shares; 2026Q1: 330,917 shares 330,917 $10.9M 1.08% +51,814 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: 15,033 shares; 2024Q4: 15,795 shares; 2025Q1: 14,567 shares; 2025Q2: 15,044 shares; 2025Q3: 15,410 shares; 2025Q4: 15,766 shares; 2026Q1: 14,819 shares 14,819 $9.64M 0.95% -947 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: 94,298 shares; 2024Q4: 112,134 shares; 2025Q1: 142,878 shares; 2025Q2: 125,458 shares; 2025Q3: 150,675 shares; 2025Q4: 147,484 shares; 2026Q1: 101,021 shares 101,021 $8.91M 0.88% -46,463 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,256 shares; 2024Q4: 13,175 shares; 2025Q1: 13,838 shares; 2025Q2: 17,756 shares; 2025Q3: 17,129 shares; 2025Q4: 31,763 shares; 2026Q1: 385,999 shares 385,999 $8.84M 0.87% +354,236 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: 37,730 shares; 2024Q4: 37,788 shares; 2025Q1: 37,778 shares; 2025Q2: 32,764 shares; 2025Q3: 31,170 shares; 2025Q4: 30,769 shares; 2026Q1: 30,724 shares 30,724 $8.84M 0.87% -45 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: 30,809 shares; 2024Q4: 27,758 shares; 2025Q1: 25,152 shares; 2025Q2: 26,759 shares; 2025Q3: 26,259 shares; 2025Q4: 24,884 shares; 2026Q1: 25,692 shares 25,692 $7.95M 0.79% +808 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,531 shares; 2024Q4: 6,805 shares; 2025Q1: 48,316 shares; 2025Q2: 62,784 shares; 2025Q3: 91,643 shares; 2025Q4: 88,873 shares; 2026Q1: 78,475 shares 78,475 $7.9M 0.78% -10,398 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: 11,516 shares; 2024Q4: 11,383 shares; 2025Q1: 11,635 shares; 2025Q2: 13,041 shares; 2025Q3: 13,036 shares; 2025Q4: 12,742 shares; 2026Q1: 13,706 shares 13,706 $7.84M 0.77% +964 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 184,592 shares 184,592 $7.58M 0.75% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,423 shares; 2024Q4: 16,294 shares; 2025Q1: 34,837 shares; 2025Q2: 41,317 shares; 2025Q3: 58,375 shares; 2025Q4: 63,688 shares; 2026Q1: 22,533 shares 22,533 $7.17M 0.71% -41,155 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,873 shares; 2025Q1: 17,719 shares; 2025Q2: 18,476 shares; 2025Q3: 20,809 shares; 2025Q4: 31,527 shares; 2026Q1: 29,794 shares 29,794 $7.15M 0.71% -1,733 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: 6,874 shares; 2024Q4: 7,331 shares; 2025Q1: 7,558 shares; 2025Q2: 8,382 shares; 2025Q3: 7,960 shares; 2025Q4: 7,875 shares; 2026Q1: 7,717 shares 7,717 $7.1M 0.7% -158 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,719 shares; 2024Q4: 86,088 shares; 2025Q1: 86,319 shares; 2025Q2: 75,598 shares; 2025Q3: 122,004 shares; 2025Q4: 68,214 shares; 2026Q1: 77,937 shares 77,937 $6.91M 0.68% +9,723 Timeline SHV 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: 28,427 shares; 2024Q4: 22,877 shares; 2025Q1: 80,853 shares; 2025Q2: 68,506 shares; 2025Q3: 12,437 shares; 2025Q4: 43,250 shares; 2026Q1: 62,582 shares 62,582 $6.91M 0.68% +19,332 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207,185 shares 207,185 $6.78M 0.67% new Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 6,547 shares; 2025Q3: 14,205 shares; 2025Q4: 57,735 shares; 2026Q1: 192,603 shares 192,603 $6.65M 0.66% +134,868 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 18,152 shares; 2025Q1: 19,583 shares; 2025Q2: 17,286 shares; 2025Q3: 17,538 shares; 2025Q4: 19,349 shares; 2026Q1: 18,857 shares 18,857 $6.37M 0.63% -492 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,116 shares; 2024Q4: 64,566 shares; 2025Q1: 51,658 shares; 2025Q2: 54,315 shares; 2025Q3: 56,972 shares; 2025Q4: 61,022 shares; 2026Q1: 65,037 shares 65,037 $6.18M 0.61% +4,015 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,935 shares; 2024Q4: 71,206 shares; 2025Q1: 76,447 shares; 2025Q2: 80,966 shares; 2025Q3: 105,080 shares; 2025Q4: 123,459 shares; 2026Q1: 108,263 shares 108,263 $5.62M 0.56% -15,196 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: 22,682 shares; 2024Q4: 25,594 shares; 2025Q1: 32,480 shares; 2025Q2: 37,402 shares; 2025Q3: 37,974 shares; 2025Q4: 40,484 shares; 2026Q1: 32,515 shares 32,515 $5.52M 0.54% -7,969 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,933 shares; 2024Q4: 64,800 shares; 2025Q1: 64,017 shares; 2025Q2: 63,194 shares; 2025Q3: 61,912 shares; 2025Q4: 61,130 shares; 2026Q1: 60,211 shares 60,211 $5.33M 0.53% -919 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: 20,336 shares; 2024Q4: 18,951 shares; 2025Q1: 22,174 shares; 2025Q2: 22,830 shares; 2025Q3: 23,253 shares; 2025Q4: 22,920 shares; 2026Q1: 24,540 shares 24,540 $5.08M 0.5% +1,620 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: 42,492 shares; 2025Q1: 42,205 shares; 2025Q2: 41,999 shares; 2025Q3: 38,976 shares; 2025Q4: 39,369 shares; 2026Q1: 39,816 shares 39,816 $4.89M 0.48% +447 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: 18,592 shares; 2024Q4: 19,253 shares; 2025Q1: 18,773 shares; 2025Q2: 15,836 shares; 2025Q3: 15,762 shares; 2025Q4: 15,957 shares; 2026Q1: 16,749 shares 16,749 $4.8M 0.47% +792 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,770 shares; 2025Q1: 18,411 shares; 2025Q2: 25,392 shares; 2025Q3: 25,839 shares; 2025Q4: 50,715 shares; 2026Q1: 134,004 shares 134,004 $4.77M 0.47% +83,289 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,468 shares; 2024Q4: 17,864 shares; 2025Q1: 56,094 shares; 2025Q2: 57,160 shares; 2025Q3: 54,631 shares; 2025Q4: 58,291 shares; 2026Q1: 52,566 shares 52,566 $4.76M 0.47% -5,725 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: 15,969 shares; 2024Q4: 16,380 shares; 2025Q1: 16,841 shares; 2025Q2: 17,560 shares; 2025Q3: 17,920 shares; 2025Q4: 16,907 shares; 2026Q1: 16,027 shares 16,027 $4.71M 0.47% -880 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: 21,893 shares; 2024Q4: 22,672 shares; 2025Q1: 23,935 shares; 2025Q2: 26,238 shares; 2025Q3: 23,579 shares; 2025Q4: 21,939 shares; 2026Q1: 20,953 shares 20,953 $4.56M 0.45% -986 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,191 shares; 2025Q3: 79,479 shares; 2025Q4: 80,068 shares; 2026Q1: 88,293 shares 88,293 $4.42M 0.44% +8,225 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,116 shares; 2026Q1: 85,264 shares 85,264 $4.28M 0.42% +52,148 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: 17,081 shares; 2024Q4: 17,472 shares; 2025Q1: 17,775 shares; 2025Q2: 19,113 shares; 2025Q3: 17,954 shares; 2025Q4: 17,540 shares; 2026Q1: 15,909 shares 15,909 $4.17M 0.41% -1,631 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,248 shares; 2026Q1: 97,213 shares 97,213 $4.14M 0.41% +54,965 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,376 shares 82,376 $4.11M 0.41% new 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: 14,709 shares; 2024Q4: 16,836 shares; 2025Q1: 23,009 shares; 2025Q2: 24,125 shares; 2025Q3: 26,286 shares; 2025Q4: 22,710 shares; 2026Q1: 16,798 shares 16,798 $4.11M 0.41% -5,912 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 10,249 shares; 2025Q1: 11,248 shares; 2025Q2: 12,817 shares; 2025Q3: 13,412 shares; 2025Q4: 13,428 shares; 2026Q1: 11,487 shares 11,487 $4.04M 0.4% -1,941 Timeline TIP 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: 34,788 shares; 2024Q4: 34,146 shares; 2025Q1: 33,537 shares; 2025Q2: not reported; 2025Q3: 34,123 shares; 2025Q4: 34,514 shares; 2026Q1: 35,786 shares 35,786 $3.95M 0.39% +1,272 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,764 shares; 2026Q1: 48,781 shares 48,781 $3.93M 0.39% +25,017 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: 21,450 shares; 2024Q4: 17,205 shares; 2025Q1: 22,224 shares; 2025Q2: 21,159 shares; 2025Q3: 23,091 shares; 2025Q4: 22,822 shares; 2026Q1: 25,088 shares 25,088 $3.9M 0.38% +2,266 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,990 shares; 2024Q4: 82,609 shares; 2025Q1: 83,894 shares; 2025Q2: 83,745 shares; 2025Q3: 83,729 shares; 2025Q4: 83,672 shares; 2026Q1: 87,241 shares 87,241 $3.89M 0.38% +3,569 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,592 shares; 2024Q4: 67,225 shares; 2025Q1: 66,883 shares; 2025Q2: 68,484 shares; 2025Q3: 77,227 shares; 2025Q4: 62,211 shares; 2026Q1: 76,697 shares 76,697 $3.85M 0.38% +14,486 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: 39,069 shares; 2024Q4: 28,324 shares; 2025Q1: 37,278 shares; 2025Q2: not reported; 2025Q3: 38,421 shares; 2025Q4: 38,658 shares; 2026Q1: 40,157 shares 40,157 $3.83M 0.38% +1,499 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,923 shares; 2024Q4: 71,407 shares; 2025Q1: 93,927 shares; 2025Q2: 94,696 shares; 2025Q3: 72,961 shares; 2025Q4: 73,275 shares; 2026Q1: 74,919 shares 74,919 $3.74M 0.37% +1,644 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,053 shares; 2025Q1: 2,120 shares; 2025Q2: 2,000 shares; 2025Q3: 2,709 shares; 2025Q4: 2,977 shares; 2026Q1: 2,777 shares 2,777 $3.67M 0.36% -200 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,745 shares; 2024Q4: 24,054 shares; 2025Q1: 25,154 shares; 2025Q2: 25,627 shares; 2025Q3: 25,148 shares; 2025Q4: 25,634 shares; 2026Q1: 24,983 shares 24,983 $3.61M 0.36% -651 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF 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: 99,059 shares; 2025Q3: 104,622 shares; 2025Q4: 105,382 shares; 2026Q1: 105,985 shares 105,985 $3.58M 0.35% +603 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,852 shares; 2025Q1: 64,842 shares; 2025Q2: 53,960 shares; 2025Q3: 3,471 shares; 2025Q4: 2,617 shares; 2026Q1: 34,924 shares 34,924 $3.51M 0.35% +32,307 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: 14,012 shares; 2025Q1: 14,312 shares; 2025Q2: 14,465 shares; 2025Q3: 15,210 shares; 2025Q4: 15,209 shares; 2026Q1: 16,055 shares 16,055 $3.43M 0.34% +846 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: 7,618 shares; 2024Q4: 7,367 shares; 2025Q1: 7,716 shares; 2025Q2: 7,553 shares; 2025Q3: 7,009 shares; 2025Q4: 6,996 shares; 2026Q1: 7,018 shares 7,018 $3.36M 0.33% +22 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: 55,608 shares; 2024Q4: 56,068 shares; 2025Q1: 57,188 shares; 2025Q2: 58,199 shares; 2025Q3: 57,013 shares; 2025Q4: 55,284 shares; 2026Q1: 47,966 shares 47,966 $3.24M 0.32% -7,318 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: 11,454 shares; 2024Q4: 11,386 shares; 2025Q1: 11,941 shares; 2025Q2: 12,126 shares; 2025Q3: 11,124 shares; 2025Q4: 10,387 shares; 2026Q1: 10,708 shares 10,708 $3.24M 0.32% +321 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,516 shares; 2024Q4: 72,904 shares; 2025Q1: 72,904 shares; 2025Q2: 72,904 shares; 2025Q3: 72,904 shares; 2025Q4: 74,988 shares; 2026Q1: 74,988 shares 74,988 $3.23M 0.32% 0 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: 37,077 shares; 2024Q4: 58,517 shares; 2025Q1: 71,120 shares; 2025Q2: 76,182 shares; 2025Q3: 68,375 shares; 2025Q4: 67,665 shares; 2026Q1: 64,161 shares 64,161 $3.23M 0.32% -3,504 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,901 shares; 2024Q4: 32,893 shares; 2025Q1: 28,254 shares; 2025Q2: 29,151 shares; 2025Q3: 33,475 shares; 2025Q4: 46,511 shares; 2026Q1: 67,066 shares 67,066 $3.22M 0.32% +20,555 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: 12,445 shares; 2024Q4: 12,582 shares; 2025Q1: 12,635 shares; 2025Q2: 13,175 shares; 2025Q3: 12,885 shares; 2025Q4: 12,251 shares; 2026Q1: 11,174 shares 11,174 $3.21M 0.32% -1,077 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: 22,576 shares; 2024Q4: 19,938 shares; 2025Q1: 20,398 shares; 2025Q2: 15,808 shares; 2025Q3: 16,877 shares; 2025Q4: 18,893 shares; 2026Q1: 18,854 shares 18,854 $3.12M 0.31% -39 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: 17,152 shares; 2024Q4: 13,213 shares; 2025Q1: 18,752 shares; 2025Q2: 18,833 shares; 2025Q3: 25,539 shares; 2025Q4: 25,605 shares; 2026Q1: 23,528 shares 23,528 $3.11M 0.31% -2,077 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: 4,014 shares; 2024Q4: 3,687 shares; 2025Q1: 3,368 shares; 2025Q2: 3,397 shares; 2025Q3: 3,247 shares; 2025Q4: 29,802 shares; 2026Q1: 32,340 shares 32,340 $3.11M 0.31% +2,538 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,661 shares; 2024Q4: 34,673 shares; 2025Q1: 34,953 shares; 2025Q2: 35,132 shares; 2025Q3: 35,696 shares; 2025Q4: 35,014 shares; 2026Q1: 33,434 shares 33,434 $3.11M 0.31% -1,580 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,441 shares; 2024Q4: 26,753 shares; 2025Q1: 20,429 shares; 2025Q2: 27,575 shares; 2025Q3: 27,307 shares; 2025Q4: 149,027 shares; 2026Q1: 27,698 shares 27,698 $2.94M 0.29% -121,329 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: 8,229 shares; 2024Q4: 8,870 shares; 2025Q1: 9,592 shares; 2025Q2: 8,461 shares; 2025Q3: 8,549 shares; 2025Q4: 8,518 shares; 2026Q1: 7,829 shares 7,829 $2.91M 0.29% -689 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,631 shares; 2024Q4: 48,946 shares; 2025Q1: 50,468 shares; 2025Q2: 45,072 shares; 2025Q3: 19,479 shares; 2025Q4: 19,823 shares; 2026Q1: 15,969 shares 15,969 $2.9M 0.29% -3,854 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: 24,589 shares; 2024Q4: 26,924 shares; 2025Q1: 27,933 shares; 2025Q2: 28,287 shares; 2025Q3: 28,011 shares; 2025Q4: 27,226 shares; 2026Q1: 23,135 shares 23,135 $2.88M 0.28% -4,091 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,617 shares; 2026Q1: 31,319 shares 31,319 $2.85M 0.28% +702 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: 16,369 shares; 2024Q4: 14,925 shares; 2025Q1: 15,479 shares; 2025Q2: 16,481 shares; 2025Q3: 11,257 shares; 2025Q4: 17,268 shares; 2026Q1: 23,028 shares 23,028 $2.77M 0.27% +5,760 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,954 shares; 2024Q4: 66,781 shares; 2025Q1: 71,723 shares; 2025Q2: 71,641 shares; 2025Q3: 71,619 shares; 2025Q4: 71,499 shares; 2026Q1: 59,849 shares 59,849 $2.76M 0.27% -11,650 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 7,277 shares; 2025Q1: 7,457 shares; 2025Q2: 7,585 shares; 2025Q3: 7,451 shares; 2025Q4: 7,172 shares; 2026Q1: 7,487 shares 7,487 $2.68M 0.26% +315 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: 26,280 shares; 2024Q4: 25,511 shares; 2025Q1: 24,925 shares; 2025Q2: 25,249 shares; 2025Q3: 24,941 shares; 2025Q4: 24,317 shares; 2026Q1: 21,349 shares 21,349 $2.65M 0.26% -2,968 Timeline IVLU 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: 62,052 shares; 2024Q4: 138,618 shares; 2025Q1: 61,625 shares; 2025Q2: 98,409 shares; 2025Q3: 79,555 shares; 2025Q4: 69,560 shares; 2026Q1: 66,124 shares 66,124 $2.62M 0.26% -3,436 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: 51,540 shares; 2024Q4: 47,391 shares; 2025Q1: 54,590 shares; 2025Q2: 65,027 shares; 2025Q3: 91,345 shares; 2025Q4: 93,724 shares; 2026Q1: 91,537 shares 91,537 $2.57M 0.25% -2,187 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,141 shares; 2025Q4: 24,553 shares; 2026Q1: 55,117 shares 55,117 $2.49M 0.25% +30,564 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,017 shares; 2024Q4: 57,017 shares; 2025Q1: 57,017 shares; 2025Q2: 69,283 shares; 2025Q3: 64,521 shares; 2025Q4: 64,521 shares; 2026Q1: 61,991 shares 61,991 $2.48M 0.24% -2,530 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,668 shares; 2024Q4: 17,417 shares; 2025Q1: 17,623 shares; 2025Q2: 18,326 shares; 2025Q3: 19,099 shares; 2025Q4: 18,823 shares; 2026Q1: 18,707 shares 18,707 $2.45M 0.24% -116 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: 11,620 shares; 2024Q4: 10,623 shares; 2025Q1: 10,183 shares; 2025Q2: 11,947 shares; 2025Q3: 11,740 shares; 2025Q4: 11,413 shares; 2026Q1: 11,623 shares 11,623 $2.42M 0.24% +210 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,980 shares; 2024Q4: 14,090 shares; 2025Q1: 14,407 shares; 2025Q2: 14,525 shares; 2025Q3: 14,561 shares; 2025Q4: 14,489 shares; 2026Q1: 20,043 shares 20,043 $2.32M 0.23% +5,554 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: 4,558 shares; 2024Q4: 4,652 shares; 2025Q1: 4,564 shares; 2025Q2: 4,536 shares; 2025Q3: 4,459 shares; 2025Q4: 4,433 shares; 2026Q1: 4,623 shares 4,623 $2.31M 0.23% +190 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,401 shares; 2024Q4: 10,465 shares; 2025Q1: 10,600 shares; 2025Q2: 11,527 shares; 2025Q3: 10,565 shares; 2025Q4: 10,033 shares; 2026Q1: 8,963 shares 8,963 $2.31M 0.23% -1,070 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,541 shares; 2024Q4: 54,900 shares; 2025Q1: 54,900 shares; 2025Q2: 54,900 shares; 2025Q3: 51,791 shares; 2025Q4: 55,299 shares; 2026Q1: 55,299 shares 55,299 $2.26M 0.22% 0 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: 12,986 shares; 2024Q4: 13,241 shares; 2025Q1: 13,684 shares; 2025Q2: 14,679 shares; 2025Q3: 13,871 shares; 2025Q4: 13,587 shares; 2026Q1: 12,167 shares 12,167 $2.24M 0.22% -1,420 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,779 shares; 2024Q4: 6,122 shares; 2025Q1: 5,950 shares; 2025Q2: 29,212 shares; 2025Q3: 31,992 shares; 2025Q4: 32,457 shares; 2026Q1: 36,959 shares 36,959 $2.16M 0.21% +4,502 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 3,909 shares; 2025Q1: 4,857 shares; 2025Q2: 5,083 shares; 2025Q3: 4,896 shares; 2025Q4: 4,595 shares; 2026Q1: 12,109 shares 12,109 $2.09M 0.21% +7,514 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,338 shares; 2024Q4: 35,372 shares; 2025Q1: 37,117 shares; 2025Q2: 37,239 shares; 2025Q3: 38,767 shares; 2025Q4: 38,612 shares; 2026Q1: 38,319 shares 38,319 $2.07M 0.2% -293 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,787 shares; 2024Q4: 51,111 shares; 2025Q1: 50,111 shares; 2025Q2: 51,065 shares; 2025Q3: 51,065 shares; 2025Q4: 51,065 shares; 2026Q1: 49,565 shares 49,565 $2.07M 0.2% -1,500 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,426 shares; 2025Q1: 1,484 shares; 2025Q2: 1,594 shares; 2025Q3: 1,629 shares; 2025Q4: 5,259 shares; 2026Q1: 6,886 shares 6,886 $2.03M 0.2% +1,627 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,357 shares; 2024Q4: 29,320 shares; 2025Q1: 32,313 shares; 2025Q2: 33,713 shares; 2025Q3: 29,663 shares; 2025Q4: 33,914 shares; 2026Q1: 42,032 shares 42,032 $2.03M 0.2% +8,118 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,059 shares; 2026Q1: 44,032 shares 44,032 $2.02M 0.2% +19,973 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 12,226 shares; 2025Q1: 11,643 shares; 2025Q2: 11,713 shares; 2025Q3: 11,353 shares; 2025Q4: 11,121 shares; 2026Q1: 10,379 shares 10,379 $2M 0.2% -742 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,342 shares; 2024Q4: 34,342 shares; 2025Q1: 49,945 shares; 2025Q2: 49,945 shares; 2025Q3: 49,945 shares; 2025Q4: 49,945 shares; 2026Q1: 49,699 shares 49,699 $1.99M 0.2% -246 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,783 shares; 2026Q1: 17,603 shares 17,603 $1.97M 0.19% +10,820 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,114 shares; 2024Q4: 34,114 shares; 2025Q1: 34,114 shares; 2025Q2: 34,114 shares; 2025Q3: 46,527 shares; 2025Q4: 46,527 shares; 2026Q1: 46,172 shares 46,172 $1.97M 0.19% -355 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 6,818 shares; 2025Q1: 7,423 shares; 2025Q2: 7,181 shares; 2025Q3: 6,996 shares; 2025Q4: 7,092 shares; 2026Q1: 6,334 shares 6,334 $1.97M 0.19% -758 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,830 shares; 2025Q1: 3,852 shares; 2025Q2: 4,024 shares; 2025Q3: 4,078 shares; 2025Q4: 3,391 shares; 2026Q1: 3,928 shares 3,928 $1.95M 0.19% +537 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,174 shares; 2024Q4: 16,483 shares; 2025Q1: 18,219 shares; 2025Q2: 11,188 shares; 2025Q3: 11,582 shares; 2025Q4: 12,652 shares; 2026Q1: 13,042 shares 13,042 $1.92M 0.19% +390 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,021 shares; 2024Q4: 39,167 shares; 2025Q1: 29,840 shares; 2025Q2: 30,915 shares; 2025Q3: 36,753 shares; 2025Q4: 35,981 shares; 2026Q1: 36,438 shares 36,438 $1.9M 0.19% +457 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,136 shares; 2026Q1: 26,385 shares 26,385 $1.87M 0.18% +19,249 Timeline PEY 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: 60,462 shares; 2024Q4: 85,645 shares; 2025Q1: 82,802 shares; 2025Q2: 86,953 shares; 2025Q3: 86,820 shares; 2025Q4: 85,102 shares; 2026Q1: 86,798 shares 86,798 $1.86M 0.18% +1,696 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: 11,196 shares; 2024Q4: 12,233 shares; 2025Q1: 12,678 shares; 2025Q2: 12,428 shares; 2025Q3: 13,862 shares; 2025Q4: 13,130 shares; 2026Q1: 14,673 shares 14,673 $1.85M 0.18% +1,543 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,966 shares; 2024Q4: 18,133 shares; 2025Q1: 22,304 shares; 2025Q2: 24,418 shares; 2025Q3: 24,167 shares; 2025Q4: 21,133 shares; 2026Q1: 31,712 shares 31,712 $1.83M 0.18% +10,579 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,464 shares; 2024Q4: 18,073 shares; 2025Q1: 18,915 shares; 2025Q2: 20,336 shares; 2025Q3: 18,486 shares; 2025Q4: 19,380 shares; 2026Q1: 18,897 shares 18,897 $1.82M 0.18% -483 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,603 shares; 2024Q4: 20,664 shares; 2025Q1: 25,752 shares; 2025Q2: 27,280 shares; 2025Q3: 28,368 shares; 2025Q4: 28,491 shares; 2026Q1: 21,160 shares 21,160 $1.79M 0.18% -7,331 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,809 shares; 2025Q2: 23,258 shares; 2025Q3: 27,476 shares; 2025Q4: 27,617 shares; 2026Q1: 35,117 shares 35,117 $1.78M 0.18% +7,500 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: 22,152 shares; 2024Q4: 21,372 shares; 2025Q1: 23,546 shares; 2025Q2: 23,932 shares; 2025Q3: 26,176 shares; 2025Q4: 24,419 shares; 2026Q1: 22,504 shares 22,504 $1.75M 0.17% -1,915 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,755 shares 8,755 $1.73M 0.17% new 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: 5,719 shares; 2024Q4: 5,859 shares; 2025Q1: 5,966 shares; 2025Q2: 5,841 shares; 2025Q3: 5,990 shares; 2025Q4: 5,140 shares; 2026Q1: 5,138 shares 5,138 $1.69M 0.17% -2 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: 7,616 shares; 2025Q1: 7,067 shares; 2025Q2: 4,153 shares; 2025Q3: 3,933 shares; 2025Q4: 11,531 shares; 2026Q1: 18,021 shares 18,021 $1.66M 0.16% +6,490 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,487 shares; 2026Q1: 28,584 shares 28,584 $1.63M 0.16% +7,097 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: 18,509 shares; 2024Q4: 8,016 shares; 2025Q1: 13,441 shares; 2025Q2: 15,732 shares; 2025Q3: 16,412 shares; 2025Q4: 17,312 shares; 2026Q1: 17,283 shares 17,283 $1.62M 0.16% -29 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: 1,562 shares; 2024Q4: 1,573 shares; 2025Q1: 1,668 shares; 2025Q2: 2,825 shares; 2025Q3: 2,802 shares; 2025Q4: 2,913 shares; 2026Q1: 3,014 shares 3,014 $1.62M 0.16% +101 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,570 shares; 2024Q4: 43,456 shares; 2025Q1: 39,939 shares; 2025Q2: 41,691 shares; 2025Q3: 97,051 shares; 2025Q4: 101,774 shares; 2026Q1: 126,217 shares 126,217 $1.62M 0.16% +24,443 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,987 shares; 2024Q4: 6,918 shares; 2025Q1: 6,907 shares; 2025Q2: 7,437 shares; 2025Q3: 7,349 shares; 2025Q4: 7,367 shares; 2026Q1: 6,821 shares 6,821 $1.61M 0.16% -546 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,499 shares; 2024Q4: 36,985 shares; 2025Q1: 36,985 shares; 2025Q2: 36,985 shares; 2025Q3: 36,985 shares; 2025Q4: 38,717 shares; 2026Q1: 37,391 shares 37,391 $1.59M 0.16% -1,326 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: 8,394 shares; 2024Q4: 8,238 shares; 2025Q1: 8,648 shares; 2025Q2: 9,171 shares; 2025Q3: 9,882 shares; 2025Q4: 10,002 shares; 2026Q1: 9,088 shares 9,088 $1.58M 0.16% -914 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,444 shares; 2025Q1: 1,479 shares; 2025Q2: 1,598 shares; 2025Q3: 1,640 shares; 2025Q4: 4,286 shares; 2026Q1: 2,635 shares 2,635 $1.57M 0.16% -1,651 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 8,502 shares; 2025Q1: 8,236 shares; 2025Q2: 8,386 shares; 2025Q3: 8,824 shares; 2025Q4: 8,735 shares; 2026Q1: 9,697 shares 9,697 $1.55M 0.15% +962 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,268 shares; 2024Q4: 9,278 shares; 2025Q1: 9,452 shares; 2025Q2: 12,272 shares; 2025Q3: 14,777 shares; 2025Q4: 18,629 shares; 2026Q1: 22,889 shares 22,889 $1.51M 0.15% +4,260 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 4,932 shares; 2025Q1: 4,869 shares; 2025Q2: 5,417 shares; 2025Q3: 5,338 shares; 2025Q4: 4,886 shares; 2026Q1: 4,951 shares 4,951 $1.5M 0.15% +65 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 5,995 shares; 2025Q1: 6,007 shares; 2025Q2: 6,155 shares; 2025Q3: 5,840 shares; 2025Q4: 6,178 shares; 2026Q1: 6,088 shares 6,088 $1.48M 0.15% -90 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,886 shares; 2024Q4: 12,524 shares; 2025Q1: 13,565 shares; 2025Q2: 12,475 shares; 2025Q3: 7,634 shares; 2025Q4: 9,991 shares; 2026Q1: 12,456 shares 12,456 $1.47M 0.15% +2,465 Timeline TLTW 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: 36,838 shares; 2024Q4: 10,638 shares; 2025Q1: 10,638 shares; 2025Q2: 10,638 shares; 2025Q3: 51,944 shares; 2025Q4: 51,959 shares; 2026Q1: 65,072 shares 65,072 $1.47M 0.15% +13,113 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: 3,090 shares; 2024Q4: 2,945 shares; 2025Q1: 2,999 shares; 2025Q2: 2,991 shares; 2025Q3: 3,124 shares; 2025Q4: 3,104 shares; 2026Q1: 2,413 shares 2,413 $1.46M 0.14% -691 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,004 shares; 2024Q4: 5,084 shares; 2025Q1: 5,317 shares; 2025Q2: 6,062 shares; 2025Q3: 5,962 shares; 2025Q4: 5,478 shares; 2026Q1: 4,792 shares 4,792 $1.45M 0.14% -686 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: 1,219 shares; 2024Q4: 1,295 shares; 2025Q1: 3,417 shares; 2025Q2: 3,367 shares; 2025Q3: 3,408 shares; 2025Q4: 1,493 shares; 2026Q1: 1,443 shares 1,443 $1.44M 0.14% -50 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 3,194 shares; 2025Q3: 3,888 shares; 2025Q4: 7,843 shares; 2026Q1: 10,082 shares 10,082 $1.44M 0.14% +2,239 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,034 shares; 2024Q4: 24,826 shares; 2025Q1: 24,016 shares; 2025Q2: 25,781 shares; 2025Q3: 25,822 shares; 2025Q4: 24,890 shares; 2026Q1: 25,213 shares 25,213 $1.43M 0.14% +323 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,362 shares; 2024Q4: 31,194 shares; 2025Q1: 30,032 shares; 2025Q2: 29,844 shares; 2025Q3: 23,163 shares; 2025Q4: 22,480 shares; 2026Q1: 20,363 shares 20,363 $1.43M 0.14% -2,117 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,562 shares; 2024Q4: 36,713 shares; 2025Q1: 37,167 shares; 2025Q2: 36,273 shares; 2025Q3: 35,984 shares; 2025Q4: 41,154 shares; 2026Q1: 30,039 shares 30,039 $1.38M 0.14% -11,115 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,026 shares; 2025Q4: 22,026 shares; 2026Q1: 27,729 shares 27,729 $1.37M 0.14% +5,703 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,514 shares; 2025Q1: 2,323 shares; 2025Q2: 2,532 shares; 2025Q3: 2,334 shares; 2025Q4: 2,795 shares; 2026Q1: 2,961 shares 2,961 $1.37M 0.13% +166 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 10,159 shares; 2025Q1: 7,159 shares; 2025Q2: 7,098 shares; 2025Q3: 7,458 shares; 2025Q4: 7,772 shares; 2026Q1: 6,949 shares 6,949 $1.36M 0.13% -823 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,494 shares; 2026Q1: 27,226 shares 27,226 $1.36M 0.13% +14,732 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,196 shares; 2024Q4: 22,196 shares; 2025Q1: 24,825 shares; 2025Q2: 24,825 shares; 2025Q3: 24,825 shares; 2025Q4: 24,779 shares; 2026Q1: 37,331 shares 37,331 $1.35M 0.13% +12,552 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,385 shares; 2025Q1: 2,781 shares; 2025Q2: 2,743 shares; 2025Q3: 2,783 shares; 2025Q4: 1,759 shares; 2026Q1: 1,599 shares 1,599 $1.35M 0.13% -160 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: 3,333 shares; 2024Q4: 3,317 shares; 2025Q1: 3,269 shares; 2025Q2: 3,165 shares; 2025Q3: 3,163 shares; 2025Q4: 3,034 shares; 2026Q1: 3,167 shares 3,167 $1.35M 0.13% +133 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 8,584 shares; 2025Q1: 8,141 shares; 2025Q2: 8,202 shares; 2025Q3: 8,285 shares; 2025Q4: 8,140 shares; 2026Q1: 8,232 shares 8,232 $1.31M 0.13% +92 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 2,071 shares; 2025Q1: 2,094 shares; 2025Q2: 2,157 shares; 2025Q3: 2,196 shares; 2025Q4: 2,174 shares; 2026Q1: 1,925 shares 1,925 $1.31M 0.13% -249 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,123 shares; 2024Q4: 23,673 shares; 2025Q1: 23,338 shares; 2025Q2: 22,953 shares; 2025Q3: 23,679 shares; 2025Q4: 21,804 shares; 2026Q1: 16,447 shares 16,447 $1.31M 0.13% -5,357 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 3,274 shares; 2025Q1: 3,274 shares; 2025Q2: 3,309 shares; 2025Q3: 27,917 shares; 2025Q4: 28,362 shares; 2026Q1: 5,961 shares 5,961 $1.3M 0.13% -22,401 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,054 shares; 2024Q4: 25,614 shares; 2025Q1: 31,832 shares; 2025Q2: 34,150 shares; 2025Q3: 32,734 shares; 2025Q4: 30,616 shares; 2026Q1: 26,608 shares 26,608 $1.3M 0.13% -4,008 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,608 shares; 2024Q4: 25,681 shares; 2025Q1: 19,447 shares; 2025Q2: 19,381 shares; 2025Q3: 20,105 shares; 2025Q4: 20,095 shares; 2026Q1: 20,102 shares 20,102 $1.26M 0.12% +7 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,974 shares; 2024Q4: 17,281 shares; 2025Q1: 8,625 shares; 2025Q2: 8,560 shares; 2025Q3: 9,237 shares; 2025Q4: 8,542 shares; 2026Q1: 8,898 shares 8,898 $1.26M 0.12% +356 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,419 shares 31,419 $1.25M 0.12% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,858 shares; 2025Q1: 6,104 shares; 2025Q2: 6,745 shares; 2025Q3: 6,687 shares; 2025Q4: 6,272 shares; 2026Q1: 5,628 shares 5,628 $1.22M 0.12% -644 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,474 shares; 2024Q4: 28,474 shares; 2025Q1: 28,474 shares; 2025Q2: 28,474 shares; 2025Q3: 28,474 shares; 2025Q4: 28,474 shares; 2026Q1: 22,979 shares 22,979 $1.22M 0.12% -5,495 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 3,299 shares; 2025Q1: 3,280 shares; 2025Q2: 3,299 shares; 2025Q3: 3,697 shares; 2025Q4: 3,508 shares; 2026Q1: 4,301 shares 4,301 $1.22M 0.12% +793 Timeline VFH 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: 10,015 shares; 2024Q4: 9,996 shares; 2025Q1: 9,983 shares; 2025Q2: 9,754 shares; 2025Q3: 9,708 shares; 2025Q4: 9,740 shares; 2026Q1: 9,870 shares 9,870 $1.19M 0.12% +130 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,196 shares; 2025Q1: 5,629 shares; 2025Q2: 5,629 shares; 2025Q3: 6,095 shares; 2025Q4: 9,039 shares; 2026Q1: 20,096 shares 20,096 $1.19M 0.12% +11,057 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: 1,417 shares; 2024Q4: 1,632 shares; 2025Q1: 1,624 shares; 2025Q2: 1,931 shares; 2025Q3: 1,920 shares; 2025Q4: 1,735 shares; 2026Q1: 1,668 shares 1,668 $1.18M 0.12% -67 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,208 shares; 2024Q4: 6,752 shares; 2025Q1: 7,148 shares; 2025Q2: 7,301 shares; 2025Q3: 5,487 shares; 2025Q4: 6,763 shares; 2026Q1: 5,993 shares 5,993 $1.16M 0.11% -770 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,313 shares; 2024Q4: 11,740 shares; 2025Q1: 13,274 shares; 2025Q2: 13,793 shares; 2025Q3: 15,053 shares; 2025Q4: 10,646 shares; 2026Q1: 12,931 shares 12,931 $1.16M 0.11% +2,285 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: 45,739 shares; 2024Q4: 45,683 shares; 2025Q1: 41,698 shares; 2025Q2: 18,648 shares; 2025Q3: 17,816 shares; 2025Q4: 19,627 shares; 2026Q1: 19,036 shares 19,036 $1.15M 0.11% -591 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,079 shares; 2024Q4: 28,507 shares; 2025Q1: 30,042 shares; 2025Q2: 30,693 shares; 2025Q3: 32,051 shares; 2025Q4: 29,757 shares; 2026Q1: 29,934 shares 29,934 $1.14M 0.11% +177 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: 870 shares; 2024Q4: 960 shares; 2025Q1: 922 shares; 2025Q2: 882 shares; 2025Q3: 942 shares; 2025Q4: 1,070 shares; 2026Q1: 1,309 shares 1,309 $1.14M 0.11% +239 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,963 shares; 2024Q4: 46,896 shares; 2025Q1: 63,161 shares; 2025Q2: 63,336 shares; 2025Q3: 61,534 shares; 2025Q4: 67,411 shares; 2026Q1: 67,034 shares 67,034 $1.14M 0.11% -377 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,403 shares; 2024Q4: 13,119 shares; 2025Q1: 13,900 shares; 2025Q2: 15,074 shares; 2025Q3: 14,290 shares; 2025Q4: 13,336 shares; 2026Q1: 11,001 shares 11,001 $1.13M 0.11% -2,335 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,201 shares; 2024Q4: 10,688 shares; 2025Q1: 10,883 shares; 2025Q2: 11,277 shares; 2025Q3: 15,494 shares; 2025Q4: 14,944 shares; 2026Q1: 13,993 shares 13,993 $1.11M 0.11% -951 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: 14,675 shares; 2024Q4: 14,798 shares; 2025Q1: 17,631 shares; 2025Q2: 13,584 shares; 2025Q3: 12,269 shares; 2025Q4: 12,378 shares; 2026Q1: 14,497 shares 14,497 $1.1M 0.11% +2,119 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 7,137 shares; 2025Q1: 4,917 shares; 2025Q2: 4,747 shares; 2025Q3: 4,923 shares; 2025Q4: 5,470 shares; 2026Q1: 4,869 shares 4,869 $1.1M 0.11% -601 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,546 shares 47,546 $1.09M 0.11% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,741 shares; 2024Q4: 25,288 shares; 2025Q1: 25,288 shares; 2025Q2: 25,288 shares; 2025Q3: 25,288 shares; 2025Q4: 25,288 shares; 2026Q1: 25,288 shares 25,288 $1.09M 0.11% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 4,872 shares; 2025Q1: 4,775 shares; 2025Q2: 5,487 shares; 2025Q3: 4,142 shares; 2025Q4: 4,971 shares; 2026Q1: 5,430 shares 5,430 $1.08M 0.11% +459 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,662 shares; 2024Q4: 26,662 shares; 2025Q1: 25,679 shares; 2025Q2: 25,679 shares; 2025Q3: 25,679 shares; 2025Q4: 25,640 shares; 2026Q1: 25,732 shares 25,732 $1.07M 0.11% +92 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,249 shares; 2024Q4: 8,559 shares; 2025Q1: 9,538 shares; 2025Q2: 9,492 shares; 2025Q3: 8,762 shares; 2025Q4: 8,402 shares; 2026Q1: 8,510 shares 8,510 $1.07M 0.11% +108 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 1,686 shares; 2025Q1: 1,621 shares; 2025Q2: 1,613 shares; 2025Q3: 1,636 shares; 2025Q4: 1,677 shares; 2026Q1: 1,939 shares 1,939 $1.06M 0.11% +262 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: 32,357 shares; 2024Q4: 24,948 shares; 2025Q1: 25,796 shares; 2025Q2: 26,181 shares; 2025Q3: 25,537 shares; 2025Q4: 15,209 shares; 2026Q1: 14,434 shares 14,434 $1.05M 0.1% -775 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,258 shares; 2026Q1: 17,614 shares 17,614 $1.04M 0.1% +11,356 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,259 shares; 2025Q1: 2,020 shares; 2025Q2: 2,841 shares; 2025Q3: 2,274 shares; 2025Q4: 2,247 shares; 2026Q1: 2,095 shares 2,095 $1.03M 0.1% -152 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,755 shares; 2025Q1: 1,772 shares; 2025Q2: 1,861 shares; 2025Q3: 1,767 shares; 2025Q4: 1,785 shares; 2026Q1: 1,695 shares 1,695 $1.03M 0.1% -90 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,570 shares; 2024Q4: 29,165 shares; 2025Q1: 26,665 shares; 2025Q2: 26,665 shares; 2025Q3: 28,662 shares; 2025Q4: 28,662 shares; 2026Q1: 22,240 shares 22,240 $1.02M 0.1% -6,422 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,898 shares; 2025Q2: 20,762 shares; 2025Q3: 23,723 shares; 2025Q4: 14,821 shares; 2026Q1: 26,433 shares 26,433 $1.02M 0.1% +11,612 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 2,298 shares; 2025Q1: 2,274 shares; 2025Q2: 2,286 shares; 2025Q3: 2,273 shares; 2025Q4: 2,203 shares; 2026Q1: 2,309 shares 2,309 $1M 0.1% +106 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 2,549 shares; 2025Q1: 3,591 shares; 2025Q2: 3,579 shares; 2025Q3: 3,574 shares; 2025Q4: 3,469 shares; 2026Q1: 3,135 shares 3,135 $997K 0.1% -334 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,806 shares; 2024Q4: 81,930 shares; 2025Q1: 72,045 shares; 2025Q2: 61,760 shares; 2025Q3: 39,195 shares; 2025Q4: 38,382 shares; 2026Q1: 34,401 shares 34,401 $997K 0.1% -3,981 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 9,328 shares; 2025Q1: 9,182 shares; 2025Q2: 8,925 shares; 2025Q3: 8,964 shares; 2025Q4: 9,248 shares; 2026Q1: 9,120 shares 9,120 $994K 0.1% -128 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,437 shares; 2024Q4: 30,902 shares; 2025Q1: 32,486 shares; 2025Q2: 30,114 shares; 2025Q3: 34,260 shares; 2025Q4: 41,746 shares; 2026Q1: 41,751 shares 41,751 $966K 0.1% +5 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD 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: 63,403 shares; 2025Q4: 63,607 shares; 2026Q1: 90,736 shares 90,736 $963K 0.1% +27,129 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: 6,127 shares; 2024Q4: 6,119 shares; 2025Q1: 9,546 shares; 2025Q2: 9,508 shares; 2025Q3: 9,719 shares; 2025Q4: 8,839 shares; 2026Q1: 8,459 shares 8,459 $959K 0.09% -380 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: 10,262 shares; 2024Q4: 30,496 shares; 2025Q1: 30,037 shares; 2025Q2: 33,692 shares; 2025Q3: 30,385 shares; 2025Q4: 32,474 shares; 2026Q1: 30,873 shares 30,873 $947K 0.09% -1,601 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,373 shares; 2024Q4: 64,076 shares; 2025Q1: 62,023 shares; 2025Q2: 58,906 shares; 2025Q3: 55,046 shares; 2025Q4: 47,214 shares; 2026Q1: 45,552 shares 45,552 $943K 0.09% -1,662 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: 1,523 shares; 2024Q4: 1,318 shares; 2025Q1: 1,570 shares; 2025Q2: 1,659 shares; 2025Q3: 1,694 shares; 2025Q4: 1,616 shares; 2026Q1: 1,628 shares 1,628 $939K 0.09% +12 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: 5,056 shares; 2024Q4: 5,116 shares; 2025Q1: 5,665 shares; 2025Q2: 5,682 shares; 2025Q3: 5,537 shares; 2025Q4: 5,533 shares; 2026Q1: 3,205 shares 3,205 $935K 0.09% -2,328 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 3,878 shares; 2025Q1: 5,311 shares; 2025Q2: 5,390 shares; 2025Q3: 3,617 shares; 2025Q4: 3,559 shares; 2026Q1: 3,775 shares 3,775 $916K 0.09% +216 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,238 shares; 2024Q4: 8,269 shares; 2025Q1: 14,904 shares; 2025Q2: 15,293 shares; 2025Q3: 15,042 shares; 2025Q4: 15,150 shares; 2026Q1: 15,004 shares 15,004 $907K 0.09% -146 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 3,542 shares; 2025Q1: 2,492 shares; 2025Q2: 2,411 shares; 2025Q3: 2,346 shares; 2025Q4: 2,427 shares; 2026Q1: 5,728 shares 5,728 $901K 0.09% +3,301 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,309 shares; 2024Q4: 19,309 shares; 2025Q1: 19,309 shares; 2025Q2: 23,823 shares; 2025Q3: 23,823 shares; 2025Q4: 23,823 shares; 2026Q1: 22,618 shares 22,618 $900K 0.09% -1,205 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: 995 shares; 2024Q4: 889 shares; 2025Q1: 767 shares; 2025Q2: 879 shares; 2025Q3: 765 shares; 2025Q4: 5,125 shares; 2026Q1: 8,592 shares 8,592 $898K 0.09% +3,467 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,060 shares; 2026Q1: 10,001 shares 10,001 $890K 0.09% +2,941 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,783 shares; 2024Q4: 4,095 shares; 2025Q1: 4,210 shares; 2025Q2: 4,452 shares; 2025Q3: 4,129 shares; 2025Q4: 4,505 shares; 2026Q1: 10,250 shares 10,250 $888K 0.09% +5,745 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 2,478 shares; 2025Q1: 3,026 shares; 2025Q2: 3,023 shares; 2025Q3: 2,915 shares; 2025Q4: 2,141 shares; 2026Q1: 2,101 shares 2,101 $875K 0.09% -40 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,793 shares; 2024Q4: 12,767 shares; 2025Q1: 12,258 shares; 2025Q2: 14,534 shares; 2025Q3: 15,284 shares; 2025Q4: 14,479 shares; 2026Q1: 12,025 shares 12,025 $865K 0.09% -2,454 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,314 shares; 2025Q1: 4,968 shares; 2025Q2: 4,748 shares; 2025Q3: 4,723 shares; 2025Q4: 5,147 shares; 2026Q1: 2,423 shares 2,423 $864K 0.09% -2,724 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,348 shares; 2024Q4: 22,348 shares; 2025Q1: 22,348 shares; 2025Q2: 23,639 shares; 2025Q3: 23,639 shares; 2025Q4: 23,639 shares; 2026Q1: 23,639 shares 23,639 $857K 0.08% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 800 shares; 2025Q1: 790 shares; 2025Q2: 789 shares; 2025Q3: 780 shares; 2025Q4: 781 shares; 2026Q1: 776 shares 776 $847K 0.08% -5 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,825 shares; 2025Q1: 2,043 shares; 2025Q2: 2,120 shares; 2025Q3: 2,295 shares; 2025Q4: 2,341 shares; 2026Q1: 1,949 shares 1,949 $843K 0.08% -392 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,312 shares; 2024Q4: 11,958 shares; 2025Q1: 23,966 shares; 2025Q2: 22,943 shares; 2025Q3: 51,431 shares; 2025Q4: 48,125 shares; 2026Q1: 40,264 shares 40,264 $835K 0.08% -7,861 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: 5,426 shares; 2024Q4: 5,158 shares; 2025Q1: 5,166 shares; 2025Q2: 4,058 shares; 2025Q3: 3,169 shares; 2025Q4: 3,144 shares; 2026Q1: 3,077 shares 3,077 $833K 0.08% -67 Timeline TLT 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: 33,800 shares; 2024Q4: 37,498 shares; 2025Q1: 10,912 shares; 2025Q2: 17,024 shares; 2025Q3: 16,313 shares; 2025Q4: 22,658 shares; 2026Q1: 9,488 shares 9,488 $822K 0.08% -13,170 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 1,964 shares; 2025Q1: 1,976 shares; 2025Q2: 2,011 shares; 2025Q3: 2,005 shares; 2025Q4: 2,120 shares; 2026Q1: 2,237 shares 2,237 $814K 0.08% +117 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,154 shares; 2024Q4: 10,044 shares; 2025Q1: 9,882 shares; 2025Q2: 10,036 shares; 2025Q3: 8,570 shares; 2025Q4: 8,241 shares; 2026Q1: 7,470 shares 7,470 $811K 0.08% -771 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,008 shares; 2024Q4: 8,319 shares; 2025Q1: 8,138 shares; 2025Q2: 7,819 shares; 2025Q3: 7,675 shares; 2025Q4: 7,365 shares; 2026Q1: 6,692 shares 6,692 $811K 0.08% -673 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: 17,432 shares; 2025Q2: 20,771 shares; 2025Q3: 21,085 shares; 2025Q4: 22,046 shares; 2026Q1: 19,716 shares 19,716 $809K 0.08% -2,330 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: 9,431 shares; 2024Q4: 4,278 shares; 2025Q1: 6,166 shares; 2025Q2: 7,581 shares; 2025Q3: 6,769 shares; 2025Q4: 6,314 shares; 2026Q1: 5,529 shares 5,529 $809K 0.08% -785 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,400 shares; 2024Q4: 26,222 shares; 2025Q1: 25,281 shares; 2025Q2: 18,862 shares; 2025Q3: 14,717 shares; 2025Q4: 14,575 shares; 2026Q1: 14,615 shares 14,615 $807K 0.08% +40 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,286 shares; 2024Q4: 27,171 shares; 2025Q1: 27,487 shares; 2025Q2: 28,279 shares; 2025Q3: 25,298 shares; 2025Q4: 21,193 shares; 2026Q1: 13,104 shares 13,104 $802K 0.08% -8,089 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,485 shares 35,485 $797K 0.08% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: 5,571 shares; 2025Q1: 3,665 shares; 2025Q2: 5,549 shares; 2025Q3: 3,624 shares; 2025Q4: 3,837 shares; 2026Q1: 3,885 shares 3,885 $790K 0.08% +48 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: 3,967 shares; 2024Q4: 4,015 shares; 2025Q1: 4,098 shares; 2025Q2: 4,088 shares; 2025Q3: 4,097 shares; 2025Q4: 4,075 shares; 2026Q1: 4,112 shares 4,112 $789K 0.08% +37 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,603 shares; 2024Q4: 5,230 shares; 2025Q1: 6,118 shares; 2025Q2: 6,072 shares; 2025Q3: 5,517 shares; 2025Q4: 5,116 shares; 2026Q1: 4,485 shares 4,485 $772K 0.08% -631 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: 2,126 shares; 2024Q4: 2,496 shares; 2025Q1: 5,654 shares; 2025Q2: 5,794 shares; 2025Q3: 4,806 shares; 2025Q4: 5,172 shares; 2026Q1: 6,091 shares 6,091 $769K 0.08% +919 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,087 shares; 2024Q4: 59,081 shares; 2025Q1: 60,797 shares; 2025Q2: 60,885 shares; 2025Q3: 67,750 shares; 2025Q4: 44,923 shares; 2026Q1: 48,507 shares 48,507 $759K 0.07% +3,584 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,744 shares; 2025Q3: 2,980 shares; 2025Q4: 3,550 shares; 2026Q1: 3,594 shares 3,594 $751K 0.07% +44 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,460 shares; 2025Q4: 9,460 shares; 2026Q1: 15,015 shares 15,015 $746K 0.07% +5,555 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: not reported; 2025Q1: 2,238 shares; 2025Q2: 1,603 shares; 2025Q3: 1,906 shares; 2025Q4: 1,874 shares; 2026Q1: 1,875 shares 1,875 $743K 0.07% +1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,704 shares; 2024Q4: 10,698 shares; 2025Q1: 10,692 shares; 2025Q2: 8,836 shares; 2025Q3: 7,737 shares; 2025Q4: 8,104 shares; 2026Q1: 7,695 shares 7,695 $743K 0.07% -409 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,526 shares; 2024Q4: 6,530 shares; 2025Q1: 6,533 shares; 2025Q2: 6,602 shares; 2025Q3: 6,586 shares; 2025Q4: 6,544 shares; 2026Q1: 6,547 shares 6,547 $741K 0.07% +3 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: 1,231 shares; 2024Q4: 815 shares; 2025Q1: 1,159 shares; 2025Q2: 1,381 shares; 2025Q3: 1,876 shares; 2025Q4: 1,985 shares; 2026Q1: 2,103 shares 2,103 $722K 0.07% +118 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: 2,477 shares; 2024Q4: 2,567 shares; 2025Q1: 3,110 shares; 2025Q2: 2,075 shares; 2025Q3: 1,737 shares; 2025Q4: 2,248 shares; 2026Q1: 2,127 shares 2,127 $719K 0.07% -121 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.07% 0 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,546 shares; 2025Q4: 23,546 shares; 2026Q1: 27,947 shares 27,947 $716K 0.07% +4,401 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,472 shares; 2024Q4: 40,584 shares; 2025Q1: 40,605 shares; 2025Q2: 40,669 shares; 2025Q3: 40,726 shares; 2025Q4: 40,816 shares; 2026Q1: 40,844 shares 40,844 $716K 0.07% +28 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 7,161 shares; 2025Q4: not reported; 2026Q1: 7,417 shares 7,417 $715K 0.07% new 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: 6,683 shares; 2024Q4: 5,256 shares; 2025Q1: 4,269 shares; 2025Q2: 4,241 shares; 2025Q3: 4,292 shares; 2025Q4: 4,236 shares; 2026Q1: 5,386 shares 5,386 $711K 0.07% +1,150 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,609 shares; 2024Q4: 19,419 shares; 2025Q1: 19,419 shares; 2025Q2: 19,419 shares; 2025Q3: 19,419 shares; 2025Q4: 20,780 shares; 2026Q1: 20,780 shares 20,780 $705K 0.07% 0 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: 751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,346 shares; 2025Q4: 3,642 shares; 2026Q1: 3,700 shares 3,700 $701K 0.07% +58 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: 8,703 shares; 2024Q4: 8,638 shares; 2025Q1: 9,872 shares; 2025Q2: 10,554 shares; 2025Q3: 10,134 shares; 2025Q4: 7,148 shares; 2026Q1: 5,155 shares 5,155 $701K 0.07% -1,993 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,646 shares; 2025Q1: 1,089 shares; 2025Q2: 842 shares; 2025Q3: 815 shares; 2025Q4: 751 shares; 2026Q1: 776 shares 776 $695K 0.07% +25 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: 1,565 shares; 2026Q1: 1,546 shares 1,546 $690K 0.07% -19 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,363 shares; 2025Q4: 9,052 shares; 2026Q1: 7,416 shares 7,416 $687K 0.07% -1,636 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 8,908 shares; 2025Q1: 10,464 shares; 2025Q2: 10,687 shares; 2025Q3: 10,729 shares; 2025Q4: 11,126 shares; 2026Q1: 12,769 shares 12,769 $682K 0.07% +1,643 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,668 shares; 2024Q4: 57,648 shares; 2025Q1: 54,612 shares; 2025Q2: 55,701 shares; 2025Q3: 55,482 shares; 2025Q4: 51,858 shares; 2026Q1: 53,908 shares 53,908 $679K 0.07% +2,050 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: 3,666 shares; 2024Q4: 3,545 shares; 2025Q1: 3,571 shares; 2025Q2: 3,704 shares; 2025Q3: 3,797 shares; 2025Q4: 3,843 shares; 2026Q1: 3,186 shares 3,186 $664K 0.07% -657 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,152 shares; 2024Q4: 10,133 shares; 2025Q1: 10,233 shares; 2025Q2: 10,193 shares; 2025Q3: 9,375 shares; 2025Q4: 9,870 shares; 2026Q1: 7,100 shares 7,100 $660K 0.07% -2,770 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,835 shares; 2025Q4: 6,572 shares; 2026Q1: 7,853 shares 7,853 $648K 0.06% +1,281 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 1,962 shares; 2025Q1: 2,105 shares; 2025Q2: 2,039 shares; 2025Q3: 2,093 shares; 2025Q4: 2,175 shares; 2026Q1: 2,407 shares 2,407 $642K 0.06% +232 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 8,921 shares; 2025Q1: 7,954 shares; 2025Q2: 7,941 shares; 2025Q3: 6,359 shares; 2025Q4: 5,828 shares; 2026Q1: 5,372 shares 5,372 $637K 0.06% -456 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 937 shares; 2025Q1: 984 shares; 2025Q2: 949 shares; 2025Q3: 866 shares; 2025Q4: 883 shares; 2026Q1: 3,158 shares 3,158 $626K 0.06% +2,275 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: 4,448 shares; 2024Q4: 4,139 shares; 2025Q1: 4,255 shares; 2025Q2: 4,397 shares; 2025Q3: 4,402 shares; 2025Q4: 4,502 shares; 2026Q1: 4,204 shares 4,204 $623K 0.06% -298 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,387 shares; 2024Q4: 31,259 shares; 2025Q1: 31,006 shares; 2025Q2: 29,120 shares; 2025Q3: 22,470 shares; 2025Q4: 16,564 shares; 2026Q1: 21,675 shares 21,675 $622K 0.06% +5,111 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,012 shares; 2024Q4: not reported; 2025Q1: 33,288 shares; 2025Q2: 28,119 shares; 2025Q3: 27,288 shares; 2025Q4: 26,732 shares; 2026Q1: 21,853 shares 21,853 $621K 0.06% -4,879 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,004 shares; 2025Q1: 8,146 shares; 2025Q2: 8,173 shares; 2025Q3: 8,593 shares; 2025Q4: 6,425 shares; 2026Q1: 4,575 shares 4,575 $619K 0.06% -1,850 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,489 shares; 2025Q1: 6,991 shares; 2025Q2: 9,186 shares; 2025Q3: 9,415 shares; 2025Q4: 10,150 shares; 2026Q1: 13,426 shares 13,426 $615K 0.06% +3,276 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,502 shares; 2025Q1: 1,675 shares; 2025Q2: 2,318 shares; 2025Q3: 3,265 shares; 2025Q4: 3,444 shares; 2026Q1: 3,352 shares 3,352 $612K 0.06% -92 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,146 shares; 2024Q4: 65,621 shares; 2025Q1: 48,471 shares; 2025Q2: 48,471 shares; 2025Q3: 47,471 shares; 2025Q4: 47,471 shares; 2026Q1: 45,350 shares 45,350 $605K 0.06% -2,121 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,519 shares; 2025Q1: 1,631 shares; 2025Q2: 2,282 shares; 2025Q3: 3,754 shares; 2025Q4: 3,046 shares; 2026Q1: 3,685 shares 3,685 $602K 0.06% +639 Timeline IEV 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: 54,096 shares; 2024Q4: 39,305 shares; 2025Q1: 31,606 shares; 2025Q2: 29,769 shares; 2025Q3: 12,422 shares; 2025Q4: 8,189 shares; 2026Q1: 8,834 shares 8,834 $600K 0.06% +645 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: 4,295 shares; 2024Q4: 3,946 shares; 2025Q1: 4,936 shares; 2025Q2: 5,822 shares; 2025Q3: 5,632 shares; 2025Q4: 5,659 shares; 2026Q1: 5,598 shares 5,598 $593K 0.06% -61 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 2,974 shares; 2025Q1: 3,112 shares; 2025Q2: 3,190 shares; 2025Q3: 3,177 shares; 2025Q4: 3,032 shares; 2026Q1: 2,916 shares 2,916 $593K 0.06% -116 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 2,023 shares; 2025Q1: 2,045 shares; 2025Q2: 1,891 shares; 2025Q3: 1,883 shares; 2025Q4: 1,879 shares; 2026Q1: 1,880 shares 1,880 $587K 0.06% +1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 5,187 shares; 2025Q1: 4,794 shares; 2025Q2: 4,606 shares; 2025Q3: 4,595 shares; 2025Q4: 4,562 shares; 2026Q1: 5,094 shares 5,094 $586K 0.06% +532 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 1,343 shares; 2025Q1: 4,001 shares; 2025Q2: 4,237 shares; 2025Q3: 3,955 shares; 2025Q4: 4,115 shares; 2026Q1: 2,773 shares 2,773 $577K 0.06% -1,342 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3,033 shares; 2025Q1: 2,575 shares; 2025Q2: 2,300 shares; 2025Q3: 1,687 shares; 2025Q4: 1,701 shares; 2026Q1: 1,440 shares 1,440 $573K 0.06% -261 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,251 shares; 2024Q4: 8,359 shares; 2025Q1: 8,315 shares; 2025Q2: 8,384 shares; 2025Q3: 8,319 shares; 2025Q4: 8,496 shares; 2026Q1: 8,599 shares 8,599 $570K 0.06% +103 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,327 shares; 2025Q4: 2,661 shares; 2026Q1: 2,807 shares 2,807 $570K 0.06% +146 Timeline VXF 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: 16,511 shares; 2024Q4: 16,248 shares; 2025Q1: 3,064 shares; 2025Q2: 15,049 shares; 2025Q3: 14,450 shares; 2025Q4: 15,081 shares; 2026Q1: 2,752 shares 2,752 $566K 0.06% -12,329 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 6,359 shares; 2025Q1: 10,453 shares; 2025Q2: 6,840 shares; 2025Q3: 6,376 shares; 2025Q4: 5,800 shares; 2026Q1: 11,843 shares 11,843 $563K 0.06% +6,043 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: 2,021 shares; 2024Q4: 2,221 shares; 2025Q1: 4,337 shares; 2025Q2: 3,882 shares; 2025Q3: 4,165 shares; 2025Q4: 2,758 shares; 2026Q1: 3,722 shares 3,722 $561K 0.06% +964 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,838 shares; 2024Q4: 9,947 shares; 2025Q1: 10,953 shares; 2025Q2: 10,542 shares; 2025Q3: 9,616 shares; 2025Q4: 9,839 shares; 2026Q1: 8,705 shares 8,705 $558K 0.06% -1,134 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,312 shares; 2025Q1: 2,399 shares; 2025Q2: 2,465 shares; 2025Q3: 2,436 shares; 2025Q4: 2,053 shares; 2026Q1: 2,043 shares 2,043 $556K 0.05% -10 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,756 shares; 2025Q1: 1,783 shares; 2025Q2: 1,826 shares; 2025Q3: 1,790 shares; 2025Q4: 1,751 shares; 2026Q1: 1,721 shares 1,721 $552K 0.05% -30 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,005 shares; 2025Q1: 1,080 shares; 2025Q2: 1,058 shares; 2025Q3: 1,117 shares; 2025Q4: 1,186 shares; 2026Q1: 562 shares 562 $551K 0.05% -624 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,149 shares; 2025Q4: 4,986 shares; 2026Q1: 5,125 shares 5,125 $548K 0.05% +139 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C 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: 11,162 shares; 2026Q1: 10,960 shares 10,960 $546K 0.05% -202 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,724 shares; 2025Q1: 2,587 shares; 2025Q2: 3,057 shares; 2025Q3: 3,204 shares; 2025Q4: 3,127 shares; 2026Q1: 3,034 shares 3,034 $546K 0.05% -93 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,122 shares; 2025Q2: 5,335 shares; 2025Q3: 5,873 shares; 2025Q4: 6,122 shares; 2026Q1: 5,864 shares 5,864 $544K 0.05% -258 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 2,860 shares; 2025Q1: 2,525 shares; 2025Q2: 8,774 shares; 2025Q3: 7,312 shares; 2025Q4: 7,666 shares; 2026Q1: 8,080 shares 8,080 $542K 0.05% +414 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,964 shares; 2024Q4: 5,318 shares; 2025Q1: 5,429 shares; 2025Q2: 10,645 shares; 2025Q3: 10,708 shares; 2025Q4: 10,147 shares; 2026Q1: 11,583 shares 11,583 $537K 0.05% +1,436 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,837 shares; 2024Q4: 12,837 shares; 2025Q1: 12,837 shares; 2025Q2: 17,293 shares; 2025Q3: 17,293 shares; 2025Q4: 17,293 shares; 2026Q1: 16,930 shares 16,930 $536K 0.05% -363 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 7,814 shares; 2025Q1: 8,849 shares; 2025Q2: 8,656 shares; 2025Q3: 6,289 shares; 2025Q4: 5,540 shares; 2026Q1: 2,871 shares 2,871 $536K 0.05% -2,669 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,469 shares 9,469 $533K 0.05% new 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: 11,860 shares; 2024Q4: 9,676 shares; 2025Q1: 8,888 shares; 2025Q2: 8,037 shares; 2025Q3: 7,473 shares; 2025Q4: 7,896 shares; 2026Q1: 9,021 shares 9,021 $530K 0.05% +1,125 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,621 shares; 2026Q1: 4,572 shares 4,572 $527K 0.05% -49 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 4,711 shares; 2025Q1: 4,722 shares; 2025Q2: 4,742 shares; 2025Q3: 4,741 shares; 2025Q4: 4,335 shares; 2026Q1: 4,209 shares 4,209 $527K 0.05% -126 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,646 shares 5,646 $527K 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,867 shares; 2025Q1: 1,861 shares; 2025Q2: 1,900 shares; 2025Q3: 1,747 shares; 2025Q4: 1,701 shares; 2026Q1: 1,596 shares 1,596 $525K 0.05% -105 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,296 shares; 2025Q4: 18,296 shares; 2026Q1: 18,296 shares 18,296 $524K 0.05% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,868 shares; 2025Q4: 7,868 shares; 2026Q1: 10,459 shares 10,459 $520K 0.05% +2,591 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: 6,359 shares; 2025Q3: 5,870 shares; 2025Q4: 4,928 shares; 2026Q1: 5,008 shares 5,008 $520K 0.05% +80 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,169 shares; 2024Q4: 6,076 shares; 2025Q1: 7,822 shares; 2025Q2: 7,911 shares; 2025Q3: 7,786 shares; 2025Q4: 7,383 shares; 2026Q1: 7,184 shares 7,184 $516K 0.05% -199 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,504 shares; 2026Q1: 2,057 shares 2,057 $516K 0.05% +553 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,197 shares; 2024Q4: 17,197 shares; 2025Q1: 15,047 shares; 2025Q2: 15,047 shares; 2025Q3: 16,246 shares; 2025Q4: 16,246 shares; 2026Q1: 16,074 shares 16,074 $515K 0.05% -172 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,980 shares; 2024Q4: 11,974 shares; 2025Q1: 9,499 shares; 2025Q2: 9,996 shares; 2025Q3: 10,033 shares; 2025Q4: 12,472 shares; 2026Q1: 11,225 shares 11,225 $510K 0.05% -1,247 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: 1,853 shares; 2024Q4: 1,660 shares; 2025Q1: 1,750 shares; 2025Q2: 1,793 shares; 2025Q3: 1,778 shares; 2025Q4: 1,966 shares; 2026Q1: 2,325 shares 2,325 $504K 0.05% +359 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,541 shares 5,541 $499K 0.05% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,427 shares; 2025Q1: 3,576 shares; 2025Q2: 3,567 shares; 2025Q3: 3,623 shares; 2025Q4: 3,562 shares; 2026Q1: 3,248 shares 3,248 $496K 0.05% -314 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,138 shares; 2025Q1: 1,195 shares; 2025Q2: 1,596 shares; 2025Q3: 1,592 shares; 2025Q4: 1,655 shares; 2026Q1: 1,694 shares 1,694 $496K 0.05% +39 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,117 shares; 2025Q1: 1,112 shares; 2025Q2: 965 shares; 2025Q3: 947 shares; 2025Q4: 964 shares; 2026Q1: 904 shares 904 $491K 0.05% -60 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,307 shares; 2024Q4: 12,131 shares; 2025Q1: 7,097 shares; 2025Q2: 6,432 shares; 2025Q3: 6,287 shares; 2025Q4: 6,218 shares; 2026Q1: 6,223 shares 6,223 $489K 0.05% +5 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,798 shares; 2024Q4: 8,480 shares; 2025Q1: 8,626 shares; 2025Q2: 8,858 shares; 2025Q3: 7,762 shares; 2025Q4: 6,604 shares; 2026Q1: 6,752 shares 6,752 $489K 0.05% +148 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,468 shares; 2025Q1: 5,505 shares; 2025Q2: 5,565 shares; 2025Q3: 5,626 shares; 2025Q4: 5,709 shares; 2026Q1: 6,133 shares 6,133 $486K 0.05% +424 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,421 shares; 2025Q1: 13,630 shares; 2025Q2: 12,369 shares; 2025Q3: 11,265 shares; 2025Q4: not reported; 2026Q1: 11,985 shares 11,985 $478K 0.05% new Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,641 shares; 2026Q1: 14,641 shares 14,641 $477K 0.05% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 683 shares 683 $477K 0.05% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,717 shares; 2025Q2: 14,169 shares; 2025Q3: 20,589 shares; 2025Q4: 13,932 shares; 2026Q1: 17,261 shares 17,261 $472K 0.05% +3,329 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,361 shares; 2025Q2: 4,388 shares; 2025Q3: 4,480 shares; 2025Q4: 4,804 shares; 2026Q1: 4,308 shares 4,308 $470K 0.05% -496 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 747 shares; 2025Q4: 759 shares; 2026Q1: 835 shares 835 $469K 0.05% +76 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,027 shares; 2024Q4: 18,801 shares; 2025Q1: 18,791 shares; 2025Q2: 17,912 shares; 2025Q3: 25,066 shares; 2025Q4: 23,896 shares; 2026Q1: 18,824 shares 18,824 $468K 0.05% -5,072 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,763 shares; 2025Q1: 1,843 shares; 2025Q2: 1,874 shares; 2025Q3: 1,878 shares; 2025Q4: 1,826 shares; 2026Q1: 1,775 shares 1,775 $462K 0.05% -51 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 3,005 shares; 2025Q3: 2,843 shares; 2025Q4: 2,108 shares; 2026Q1: 3,805 shares 3,805 $460K 0.05% +1,697 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 7,394 shares; 2025Q1: 7,156 shares; 2025Q2: 6,994 shares; 2025Q3: 5,715 shares; 2025Q4: 5,426 shares; 2026Q1: 4,718 shares 4,718 $458K 0.05% -708 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 2,881 shares; 2025Q1: 3,264 shares; 2025Q2: 3,859 shares; 2025Q3: 3,468 shares; 2025Q4: 3,421 shares; 2026Q1: 3,141 shares 3,141 $456K 0.05% -280 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,849 shares; 2025Q4: 20,200 shares; 2026Q1: 31,722 shares 31,722 $456K 0.05% +11,522 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,219 shares; 2024Q4: 2,948 shares; 2025Q1: 7,110 shares; 2025Q2: 8,689 shares; 2025Q3: 5,986 shares; 2025Q4: 8,138 shares; 2026Q1: 8,597 shares 8,597 $454K 0.04% +459 Timeline ILCV 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: 26,413 shares; 2025Q2: 5,247 shares; 2025Q3: 4,899 shares; 2025Q4: 4,829 shares; 2026Q1: 4,862 shares 4,862 $453K 0.04% +33 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 14,895 shares; 2025Q3: 14,895 shares; 2025Q4: 14,895 shares; 2026Q1: 14,895 shares 14,895 $449K 0.04% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 5,497 shares; 2026Q1: 5,282 shares 5,282 $448K 0.04% -215 Timeline DMXF 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: 13,128 shares; 2024Q4: 15,197 shares; 2025Q1: 9,582 shares; 2025Q2: 9,503 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,899 shares 5,899 $445K 0.04% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 792 shares; 2025Q1: 759 shares; 2025Q2: 660 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 912 shares 912 $442K 0.04% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 6,081 shares; 2025Q1: 5,963 shares; 2025Q2: 5,837 shares; 2025Q3: 5,828 shares; 2025Q4: 5,658 shares; 2026Q1: 5,404 shares 5,404 $437K 0.04% -254 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,685 shares; 2025Q1: 2,942 shares; 2025Q2: 2,878 shares; 2025Q3: 2,207 shares; 2025Q4: 1,594 shares; 2026Q1: 1,504 shares 1,504 $437K 0.04% -90 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,483 shares; 2025Q1: 1,655 shares; 2025Q2: 1,716 shares; 2025Q3: 1,570 shares; 2025Q4: 1,649 shares; 2026Q1: 1,448 shares 1,448 $436K 0.04% -201 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: 2,459 shares; 2024Q4: 2,559 shares; 2025Q1: 3,559 shares; 2025Q2: 1,236 shares; 2025Q3: 1,394 shares; 2025Q4: 1,244 shares; 2026Q1: 1,003 shares 1,003 $432K 0.04% -241 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 3,167 shares; 2025Q1: 3,334 shares; 2025Q2: 3,620 shares; 2025Q3: 3,440 shares; 2025Q4: 3,400 shares; 2026Q1: 3,383 shares 3,383 $431K 0.04% -17 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: not reported; 2025Q3: not reported; 2025Q4: 11,199 shares; 2026Q1: 13,448 shares 13,448 $430K 0.04% +2,249 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: 2,107 shares; 2025Q1: not reported; 2025Q2: 2,488 shares; 2025Q3: 2,719 shares; 2025Q4: 2,613 shares; 2026Q1: 1,883 shares 1,883 $430K 0.04% -730 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,737 shares; 2024Q4: 31,273 shares; 2025Q1: 31,510 shares; 2025Q2: 32,097 shares; 2025Q3: 30,593 shares; 2025Q4: 31,121 shares; 2026Q1: 31,800 shares 31,800 $430K 0.04% +679 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,996 shares; 2025Q4: 43,785 shares; 2026Q1: 37,935 shares 37,935 $428K 0.04% -5,850 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: 8,199 shares; 2024Q4: 5,182 shares; 2025Q1: 5,297 shares; 2025Q2: 5,306 shares; 2025Q3: 5,281 shares; 2025Q4: 5,440 shares; 2026Q1: 4,927 shares 4,927 $427K 0.04% -513 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,555 shares; 2025Q1: 9,555 shares; 2025Q2: 9,555 shares; 2025Q3: 9,555 shares; 2025Q4: 12,178 shares; 2026Q1: 12,178 shares 12,178 $427K 0.04% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 2,984 shares; 2025Q4: 3,064 shares; 2026Q1: 3,612 shares 3,612 $426K 0.04% +548 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,831 shares; 2025Q1: 1,904 shares; 2025Q2: 1,893 shares; 2025Q3: 1,888 shares; 2025Q4: 1,905 shares; 2026Q1: 1,874 shares 1,874 $422K 0.04% -31 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 4,716 shares; 2025Q1: 4,276 shares; 2025Q2: 4,274 shares; 2025Q3: 4,247 shares; 2025Q4: 4,450 shares; 2026Q1: 4,267 shares 4,267 $420K 0.04% -183 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,700 shares; 2025Q4: 4,087 shares; 2026Q1: 4,898 shares 4,898 $420K 0.04% +811 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,138 shares 2,138 $419K 0.04% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,378 shares; 2024Q4: 20,856 shares; 2025Q1: 20,639 shares; 2025Q2: 20,984 shares; 2025Q3: 12,528 shares; 2025Q4: 12,526 shares; 2026Q1: 12,113 shares 12,113 $417K 0.04% -413 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,164 shares; 2024Q4: 8,295 shares; 2025Q1: 8,334 shares; 2025Q2: 8,446 shares; 2025Q3: 8,381 shares; 2025Q4: 8,808 shares; 2026Q1: 9,236 shares 9,236 $414K 0.04% +428 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 669 shares; 2025Q1: 654 shares; 2025Q2: 626 shares; 2025Q3: 620 shares; 2025Q4: 625 shares; 2026Q1: 430 shares 430 $414K 0.04% -195 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,703 shares; 2024Q4: 13,703 shares; 2025Q1: 12,235 shares; 2025Q2: 11,220 shares; 2025Q3: 11,220 shares; 2025Q4: 11,220 shares; 2026Q1: 11,220 shares 11,220 $413K 0.04% 0 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,252 shares 17,252 $412K 0.04% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 333 shares; 2025Q1: 326 shares; 2025Q2: 4,567 shares; 2025Q3: 4,554 shares; 2025Q4: 4,435 shares; 2026Q1: 4,467 shares 4,467 $412K 0.04% +32 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 4,732 shares; 2025Q1: 4,499 shares; 2025Q2: 3,938 shares; 2025Q3: 3,957 shares; 2025Q4: 3,747 shares; 2026Q1: 2,407 shares 2,407 $412K 0.04% -1,340 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,711 shares; 2024Q4: 55,176 shares; 2025Q1: 68,777 shares; 2025Q2: 67,893 shares; 2025Q3: 67,971 shares; 2025Q4: 71,025 shares; 2026Q1: 49,169 shares 49,169 $412K 0.04% -21,856 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 947 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 1,040 shares; 2025Q4: 1,685 shares; 2026Q1: 665 shares 665 $410K 0.04% -1,020 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,563 shares; 2025Q1: 2,530 shares; 2025Q2: 2,520 shares; 2025Q3: 2,324 shares; 2025Q4: 2,520 shares; 2026Q1: 2,583 shares 2,583 $408K 0.04% +63 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,221 shares; 2025Q4: 15,221 shares; 2026Q1: 15,221 shares 15,221 $408K 0.04% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 2,269 shares; 2025Q3: 2,269 shares; 2025Q4: 2,269 shares; 2026Q1: 2,269 shares 2,269 $408K 0.04% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,378 shares; 2025Q1: 2,360 shares; 2025Q2: 2,368 shares; 2025Q3: 2,211 shares; 2025Q4: 2,078 shares; 2026Q1: 2,368 shares 2,368 $403K 0.04% +290 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,693 shares; 2024Q4: 6,786 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,339 shares; 2026Q1: 5,323 shares 5,323 $401K 0.04% -16 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: 956 shares; 2024Q4: 865 shares; 2025Q1: 941 shares; 2025Q2: 992 shares; 2025Q3: 913 shares; 2025Q4: 768 shares; 2026Q1: 832 shares 832 $400K 0.04% +64 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 4,778 shares; 2025Q1: 4,633 shares; 2025Q2: 4,840 shares; 2025Q3: 4,787 shares; 2025Q4: 3,628 shares; 2026Q1: 3,581 shares 3,581 $398K 0.04% -47 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 3,721 shares; 2025Q1: 3,779 shares; 2025Q2: 4,539 shares; 2025Q3: 4,986 shares; 2025Q4: 7,488 shares; 2026Q1: 6,411 shares 6,411 $396K 0.04% -1,077 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,842 shares; 2025Q2: 3,265 shares; 2025Q3: 3,353 shares; 2025Q4: 3,373 shares; 2026Q1: 3,334 shares 3,334 $396K 0.04% -39 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: 9,595 shares; 2025Q2: 10,637 shares; 2025Q3: 11,853 shares; 2025Q4: 9,919 shares; 2026Q1: 8,876 shares 8,876 $392K 0.04% -1,043 Timeline VCR 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: 1,062 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares 1,087 $390K 0.04% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,006 shares; 2025Q1: 1,636 shares; 2025Q2: 2,199 shares; 2025Q3: 2,319 shares; 2025Q4: 2,914 shares; 2026Q1: 2,877 shares 2,877 $389K 0.04% -37 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: 5,332 shares; 2025Q1: 3,637 shares; 2025Q2: 3,654 shares; 2025Q3: 3,725 shares; 2025Q4: 5,881 shares; 2026Q1: 6,286 shares 6,286 $385K 0.04% +405 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,292 shares 8,292 $385K 0.04% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 2,349 shares; 2025Q1: 2,046 shares; 2025Q2: 2,758 shares; 2025Q3: 972 shares; 2025Q4: 2,530 shares; 2026Q1: 2,644 shares 2,644 $384K 0.04% +114 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 2,598 shares; 2025Q1: 2,633 shares; 2025Q2: 2,667 shares; 2025Q3: 2,645 shares; 2025Q4: 2,784 shares; 2026Q1: 2,858 shares 2,858 $380K 0.04% +74 Timeline ESGD 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: 4,008 shares; 2025Q3: 4,310 shares; 2025Q4: 3,809 shares; 2026Q1: 3,975 shares 3,975 $380K 0.04% +166 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,304 shares; 2025Q1: 3,343 shares; 2025Q2: 3,667 shares; 2025Q3: 3,186 shares; 2025Q4: 3,441 shares; 2026Q1: 4,065 shares 4,065 $379K 0.04% +624 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,187 shares; 2024Q4: 7,246 shares; 2025Q1: 7,307 shares; 2025Q2: 7,375 shares; 2025Q3: 7,450 shares; 2025Q4: 7,540 shares; 2026Q1: 7,633 shares 7,633 $379K 0.04% +93 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 1,931 shares; 2025Q1: 2,090 shares; 2025Q2: 2,264 shares; 2025Q3: 2,259 shares; 2025Q4: 2,157 shares; 2026Q1: 1,913 shares 1,913 $377K 0.04% -244 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: 3,872 shares; 2025Q1: 3,976 shares; 2025Q2: 3,920 shares; 2025Q3: 3,991 shares; 2025Q4: 3,742 shares; 2026Q1: 3,928 shares 3,928 $376K 0.04% +186 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,936 shares; 2024Q4: 24,441 shares; 2025Q1: 27,395 shares; 2025Q2: 27,827 shares; 2025Q3: 27,708 shares; 2025Q4: 24,973 shares; 2026Q1: 17,326 shares 17,326 $376K 0.04% -7,647 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: 561 shares; 2024Q4: 457 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 485 shares 485 $375K 0.04% +25 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 2,890 shares; 2025Q1: 2,962 shares; 2025Q2: 3,793 shares; 2025Q3: 3,794 shares; 2025Q4: 3,823 shares; 2026Q1: 3,663 shares 3,663 $375K 0.04% -160 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 3,048 shares; 2025Q1: 3,073 shares; 2025Q2: 2,472 shares; 2025Q3: 2,512 shares; 2025Q4: 2,595 shares; 2026Q1: 2,602 shares 2,602 $374K 0.04% +7 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,190 shares; 2025Q1: 1,236 shares; 2025Q2: 1,274 shares; 2025Q3: 1,249 shares; 2025Q4: 1,327 shares; 2026Q1: 1,393 shares 1,393 $371K 0.04% +66 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,792 shares; 2024Q4: 19,267 shares; 2025Q1: 15,035 shares; 2025Q2: 10,448 shares; 2025Q3: 8,317 shares; 2025Q4: 7,049 shares; 2026Q1: 2,649 shares 2,649 $369K 0.04% -4,400 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,284 shares; 2025Q1: 3,530 shares; 2025Q2: 3,651 shares; 2025Q3: 2,775 shares; 2025Q4: 4,110 shares; 2026Q1: 4,082 shares 4,082 $369K 0.04% -28 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 199 shares; 2025Q1: 294 shares; 2025Q2: 281 shares; 2025Q3: 250 shares; 2025Q4: 220 shares; 2026Q1: 213 shares 213 $369K 0.04% -7 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,043 shares; 2024Q4: not reported; 2025Q1: 14,128 shares; 2025Q2: 14,455 shares; 2025Q3: 14,153 shares; 2025Q4: 14,104 shares; 2026Q1: 13,615 shares 13,615 $365K 0.04% -489 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 941 shares; 2025Q3: 1,034 shares; 2025Q4: 1,420 shares; 2026Q1: 1,401 shares 1,401 $365K 0.04% -19 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,891 shares; 2025Q1: 5,306 shares; 2025Q2: 4,873 shares; 2025Q3: 4,861 shares; 2025Q4: 3,813 shares; 2026Q1: 9,048 shares 9,048 $365K 0.04% +5,235 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,885 shares; 2025Q1: 1,971 shares; 2025Q2: 1,798 shares; 2025Q3: 1,770 shares; 2025Q4: 1,832 shares; 2026Q1: 1,807 shares 1,807 $364K 0.04% -25 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,669 shares; 2025Q1: 11,092 shares; 2025Q2: 11,675 shares; 2025Q3: 11,770 shares; 2025Q4: 11,573 shares; 2026Q1: 10,813 shares 10,813 $363K 0.04% -760 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 15,829 shares; 2025Q1: 19,359 shares; 2025Q2: 15,119 shares; 2025Q3: 12,511 shares; 2025Q4: 11,507 shares; 2026Q1: 15,601 shares 15,601 $362K 0.04% +4,094 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,280 shares; 2025Q1: 3,286 shares; 2025Q2: 3,352 shares; 2025Q3: 2,207 shares; 2025Q4: not reported; 2026Q1: 3,497 shares 3,497 $362K 0.04% new Timeline IUSG 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: 2,944 shares; 2024Q4: 1,780 shares; 2025Q1: 1,731 shares; 2025Q2: 2,280 shares; 2025Q3: 2,275 shares; 2025Q4: 2,226 shares; 2026Q1: 2,322 shares 2,322 $360K 0.04% +96 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares 1,551 $358K 0.04% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN 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: 5,561 shares; 2025Q3: 5,550 shares; 2025Q4: 5,536 shares; 2026Q1: 5,497 shares 5,497 $357K 0.04% -39 Timeline REET 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: 56,100 shares; 2024Q4: 13,486 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,985 shares; 2025Q4: 55,456 shares; 2026Q1: 14,187 shares 14,187 $357K 0.04% -41,269 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,076 shares; 2025Q4: 13,816 shares; 2026Q1: 13,816 shares 13,816 $355K 0.04% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,187 shares; 2025Q2: 33,233 shares; 2025Q3: 31,507 shares; 2025Q4: 31,471 shares; 2026Q1: 23,777 shares 23,777 $354K 0.03% -7,694 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,515 shares; 2026Q1: 3,448 shares 3,448 $351K 0.03% +933 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,413 shares; 2025Q2: 14,489 shares; 2025Q3: 31,782 shares; 2025Q4: 35,005 shares; 2026Q1: 7,304 shares 7,304 $350K 0.03% -27,701 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,893 shares; 2025Q1: 2,052 shares; 2025Q2: 1,994 shares; 2025Q3: 2,033 shares; 2025Q4: 2,058 shares; 2026Q1: 1,770 shares 1,770 $350K 0.03% -288 Timeline XBI 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: 3,910 shares; 2024Q4: 4,083 shares; 2025Q1: 3,447 shares; 2025Q2: 3,705 shares; 2025Q3: 2,704 shares; 2025Q4: 2,710 shares; 2026Q1: 2,710 shares 2,710 $346K 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,483 shares; 2025Q1: 1,729 shares; 2025Q2: 1,967 shares; 2025Q3: 1,742 shares; 2025Q4: 2,151 shares; 2026Q1: 2,201 shares 2,201 $346K 0.03% +50 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 968 shares; 2025Q1: 1,118 shares; 2025Q2: 1,069 shares; 2025Q3: 819 shares; 2025Q4: 792 shares; 2026Q1: 655 shares 655 $342K 0.03% -137 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,726 shares; 2025Q3: 13,277 shares; 2025Q4: 13,886 shares; 2026Q1: 14,335 shares 14,335 $341K 0.03% +449 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 3,998 shares; 2025Q1: 3,972 shares; 2025Q2: 4,313 shares; 2025Q3: 4,941 shares; 2025Q4: 3,976 shares; 2026Q1: 4,098 shares 4,098 $339K 0.03% +122 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 10,888 shares; 2025Q1: 10,943 shares; 2025Q2: 10,981 shares; 2025Q3: 11,309 shares; 2025Q4: 8,549 shares; 2026Q1: 2,584 shares 2,584 $339K 0.03% -5,965 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: not reported; 2025Q1: 4,259 shares; 2025Q2: 3,870 shares; 2025Q3: 3,510 shares; 2025Q4: 3,345 shares; 2026Q1: 3,035 shares 3,035 $337K 0.03% -310 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM 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: not reported; 2025Q4: not reported; 2026Q1: 1,016 shares 1,016 $336K 0.03% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,074 shares 4,074 $336K 0.03% new Timeline IWP 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: 2,667 shares; 2024Q4: 6,329 shares; 2025Q1: 2,892 shares; 2025Q2: 2,542 shares; 2025Q3: 4,739 shares; 2025Q4: 7,046 shares; 2026Q1: 2,614 shares 2,614 $335K 0.03% -4,432 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: 685 shares; 2024Q4: 513 shares; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: 605 shares; 2025Q4: 608 shares; 2026Q1: 640 shares 640 $334K 0.03% +32 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,008 shares; 2024Q4: 10,008 shares; 2025Q1: 10,008 shares; 2025Q2: 11,999 shares; 2025Q3: 11,468 shares; 2025Q4: 11,468 shares; 2026Q1: 11,092 shares 11,092 $331K 0.03% -376 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 632 shares; 2025Q1: 636 shares; 2025Q2: 653 shares; 2025Q3: 408 shares; 2025Q4: 606 shares; 2026Q1: 380 shares 380 $329K 0.03% -226 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,924 shares; 2025Q4: 11,588 shares; 2026Q1: 10,319 shares 10,319 $328K 0.03% -1,269 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 2,335 shares; 2025Q1: 2,283 shares; 2025Q2: 2,339 shares; 2025Q3: 2,341 shares; 2025Q4: 2,432 shares; 2026Q1: 1,990 shares 1,990 $328K 0.03% -442 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,271 shares; 2024Q4: 10,957 shares; 2025Q1: 9,197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,908 shares; 2026Q1: 2,894 shares 2,894 $325K 0.03% -14 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,902 shares; 2024Q4: 6,138 shares; 2025Q1: 6,157 shares; 2025Q2: 6,215 shares; 2025Q3: 6,345 shares; 2025Q4: 8,203 shares; 2026Q1: 6,117 shares 6,117 $325K 0.03% -2,086 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: 3,773 shares; 2024Q4: not reported; 2025Q1: 4,097 shares; 2025Q2: 3,956 shares; 2025Q3: 4,052 shares; 2025Q4: 4,116 shares; 2026Q1: 3,942 shares 3,942 $322K 0.03% -174 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 3,849 shares; 2025Q1: 4,059 shares; 2025Q2: 4,230 shares; 2025Q3: 3,809 shares; 2025Q4: 4,429 shares; 2026Q1: 4,508 shares 4,508 $322K 0.03% +79 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,387 shares; 2024Q4: 38,470 shares; 2025Q1: 41,334 shares; 2025Q2: 37,037 shares; 2025Q3: 35,963 shares; 2025Q4: 36,993 shares; 2026Q1: 38,726 shares 38,726 $322K 0.03% +1,733 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA 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: 6,185 shares; 2025Q4: 6,808 shares; 2026Q1: 6,578 shares 6,578 $321K 0.03% -230 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,502 shares; 2025Q1: 3,576 shares; 2025Q2: 3,716 shares; 2025Q3: not reported; 2025Q4: 4,459 shares; 2026Q1: 4,916 shares 4,916 $321K 0.03% +457 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,345 shares; 2024Q4: 20,345 shares; 2025Q1: 20,345 shares; 2025Q2: 43,955 shares; 2025Q3: 43,955 shares; 2025Q4: 36,036 shares; 2026Q1: 36,036 shares 36,036 $320K 0.03% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 3,777 shares; 2025Q1: 3,749 shares; 2025Q2: 3,781 shares; 2025Q3: 3,812 shares; 2025Q4: 3,969 shares; 2026Q1: 4,004 shares 4,004 $320K 0.03% +35 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,631 shares; 2025Q4: 2,061 shares; 2026Q1: 2,867 shares 2,867 $319K 0.03% +806 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,150 shares; 2026Q1: 2,650 shares 2,650 $319K 0.03% -500 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 7,265 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 7,265 shares; 2026Q1: 9,396 shares 9,396 $319K 0.03% +2,131 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,687 shares; 2024Q4: 7,431 shares; 2025Q1: 5,925 shares; 2025Q2: 5,809 shares; 2025Q3: 2,290 shares; 2025Q4: 2,108 shares; 2026Q1: 1,934 shares 1,934 $318K 0.03% -174 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,115 shares; 2025Q1: 3,270 shares; 2025Q2: 3,605 shares; 2025Q3: 3,583 shares; 2025Q4: 4,014 shares; 2026Q1: 4,267 shares 4,267 $317K 0.03% +253 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 493 shares; 2025Q1: 482 shares; 2025Q2: 569 shares; 2025Q3: 551 shares; 2025Q4: 544 shares; 2026Q1: 554 shares 554 $312K 0.03% +10 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: 1,242 shares; 2025Q4: 1,290 shares; 2026Q1: 1,101 shares 1,101 $311K 0.03% -189 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 5,994 shares; 2026Q1: 6,213 shares 6,213 $311K 0.03% +219 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: 3,088 shares; 2024Q4: 3,123 shares; 2025Q1: 2,707 shares; 2025Q2: 2,851 shares; 2025Q3: not reported; 2025Q4: 674 shares; 2026Q1: 947 shares 947 $309K 0.03% +273 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: not reported; 2025Q1: 6,709 shares; 2025Q2: 6,881 shares; 2025Q3: 7,440 shares; 2025Q4: 7,419 shares; 2026Q1: 6,563 shares 6,563 $308K 0.03% -856 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 7,866 shares; 2025Q1: 7,866 shares; 2025Q2: 7,866 shares; 2025Q3: 7,866 shares; 2025Q4: 7,866 shares; 2026Q1: 7,866 shares 7,866 $306K 0.03% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 550 shares; 2025Q1: 597 shares; 2025Q2: 565 shares; 2025Q3: 583 shares; 2025Q4: 603 shares; 2026Q1: 719 shares 719 $305K 0.03% +116 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 2,229 shares; 2025Q1: 2,210 shares; 2025Q2: 2,294 shares; 2025Q3: 2,301 shares; 2025Q4: 2,395 shares; 2026Q1: 2,360 shares 2,360 $302K 0.03% -35 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 965 shares; 2026Q1: 1,455 shares 1,455 $300K 0.03% +490 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 10,416 shares; 2025Q3: 10,416 shares; 2025Q4: 10,416 shares; 2026Q1: 10,416 shares 10,416 $299K 0.03% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,154 shares; 2025Q1: 1,326 shares; 2025Q2: 1,549 shares; 2025Q3: 1,523 shares; 2025Q4: 899 shares; 2026Q1: 1,476 shares 1,476 $299K 0.03% +577 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: not reported; 2025Q1: 1,836 shares; 2025Q2: 2,091 shares; 2025Q3: 2,029 shares; 2025Q4: 2,142 shares; 2026Q1: 2,529 shares 2,529 $298K 0.03% +387 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: 7,419 shares; 2024Q4: 6,801 shares; 2025Q1: 6,898 shares; 2025Q2: 6,987 shares; 2025Q3: not reported; 2025Q4: 2,911 shares; 2026Q1: 3,013 shares 3,013 $296K 0.03% +102 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,240 shares; 2025Q1: 1,312 shares; 2025Q2: 1,314 shares; 2025Q3: 1,336 shares; 2025Q4: 1,356 shares; 2026Q1: 1,404 shares 1,404 $296K 0.03% +48 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 766 shares; 2025Q1: 814 shares; 2025Q2: 866 shares; 2025Q3: 853 shares; 2025Q4: 856 shares; 2026Q1: 1,011 shares 1,011 $296K 0.03% +155 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: 6,418 shares; 2024Q4: 6,357 shares; 2025Q1: 5,803 shares; 2025Q2: 5,535 shares; 2025Q3: 5,761 shares; 2025Q4: 4,010 shares; 2026Q1: 3,966 shares 3,966 $295K 0.03% -44 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 6,738 shares; 2025Q1: 8,620 shares; 2025Q2: 8,622 shares; 2025Q3: 10,374 shares; 2025Q4: 9,838 shares; 2026Q1: 8,888 shares 8,888 $295K 0.03% -950 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 649 shares; 2025Q1: 662 shares; 2025Q2: 688 shares; 2025Q3: 677 shares; 2025Q4: 656 shares; 2026Q1: 862 shares 862 $295K 0.03% +206 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 5,004 shares; 2025Q1: 5,012 shares; 2025Q2: 3,953 shares; 2025Q3: 3,969 shares; 2025Q4: 4,000 shares; 2026Q1: 3,988 shares 3,988 $294K 0.03% -12 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: 804 shares; 2025Q3: not reported; 2025Q4: 790 shares; 2026Q1: 964 shares 964 $293K 0.03% +174 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,469 shares; 2025Q4: 1,179 shares; 2026Q1: 1,463 shares 1,463 $291K 0.03% +284 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 533 shares; 2025Q1: 565 shares; 2025Q2: 607 shares; 2025Q3: 630 shares; 2025Q4: 597 shares; 2026Q1: 851 shares 851 $291K 0.03% +254 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,902 shares; 2025Q1: 2,930 shares; 2025Q2: 2,933 shares; 2025Q3: 2,923 shares; 2025Q4: 2,939 shares; 2026Q1: 2,922 shares 2,922 $290K 0.03% -17 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 893 shares; 2025Q4: 803 shares; 2026Q1: 1,040 shares 1,040 $289K 0.03% +237 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,929 shares; 2024Q4: 14,550 shares; 2025Q1: 14,233 shares; 2025Q2: 14,235 shares; 2025Q3: 14,046 shares; 2025Q4: 14,070 shares; 2026Q1: 7,619 shares 7,619 $288K 0.03% -6,451 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,276 shares; 2026Q1: 8,276 shares 8,276 $287K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,328 shares; 2025Q3: 2,324 shares; 2025Q4: not reported; 2026Q1: 2,801 shares 2,801 $286K 0.03% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 3,969 shares; 2025Q4: 3,759 shares; 2026Q1: 4,362 shares 4,362 $285K 0.03% +603 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149 shares; 2025Q3: 150 shares; 2025Q4: 149 shares; 2026Q1: 148 shares 148 $284K 0.03% -1 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,903 shares; 2025Q1: 1,871 shares; 2025Q2: 1,874 shares; 2025Q3: 1,843 shares; 2025Q4: 1,844 shares; 2026Q1: 1,746 shares 1,746 $284K 0.03% -98 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 3,931 shares; 2025Q1: 4,147 shares; 2025Q2: 4,838 shares; 2025Q3: 2,560 shares; 2025Q4: 3,035 shares; 2026Q1: 3,312 shares 3,312 $282K 0.03% +277 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,854 shares 3,854 $282K 0.03% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 711 shares; 2025Q1: 647 shares; 2025Q2: 560 shares; 2025Q3: 546 shares; 2025Q4: 477 shares; 2026Q1: 521 shares 521 $281K 0.03% +44 Timeline XSMO 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: 4,100 shares; 2024Q4: 6,883 shares; 2025Q1: 4,252 shares; 2025Q2: 4,564 shares; 2025Q3: 3,372 shares; 2025Q4: 3,380 shares; 2026Q1: 3,678 shares 3,678 $280K 0.03% +298 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,074 shares; 2025Q1: 1,056 shares; 2025Q2: 1,081 shares; 2025Q3: 1,075 shares; 2025Q4: 1,128 shares; 2026Q1: 1,116 shares 1,116 $280K 0.03% -12 Timeline XOP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,526 shares 1,526 $278K 0.03% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,359 shares; 2025Q4: 4,369 shares; 2026Q1: 3,011 shares 3,011 $276K 0.03% -1,358 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 2,612 shares; 2025Q1: 2,120 shares; 2025Q2: 2,234 shares; 2025Q3: 2,130 shares; 2025Q4: 2,287 shares; 2026Q1: 1,909 shares 1,909 $276K 0.03% -378 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470 shares; 2025Q3: 610 shares; 2025Q4: 602 shares; 2026Q1: 706 shares 706 $276K 0.03% +104 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: not reported; 2025Q3: 964 shares; 2025Q4: 1,007 shares; 2026Q1: 975 shares 975 $274K 0.03% -32 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,178 shares 1,178 $273K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,105 shares 1,105 $270K 0.03% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,481 shares; 2025Q3: 5,481 shares; 2025Q4: 5,481 shares; 2026Q1: 5,567 shares 5,567 $270K 0.03% +86 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 389 shares; 2025Q4: 390 shares; 2026Q1: 369 shares 369 $269K 0.03% -21 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 482 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687 shares; 2025Q4: 726 shares; 2026Q1: 763 shares 763 $268K 0.03% +37 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,861 shares; 2025Q1: 1,873 shares; 2025Q2: 2,001 shares; 2025Q3: 1,935 shares; 2025Q4: not reported; 2026Q1: 3,251 shares 3,251 $267K 0.03% new Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,611 shares; 2025Q2: 11,471 shares; 2025Q3: 11,979 shares; 2025Q4: 12,871 shares; 2026Q1: 12,851 shares 12,851 $264K 0.03% -20 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: 3,699 shares; 2024Q4: 3,632 shares; 2025Q1: 3,558 shares; 2025Q2: 2,743 shares; 2025Q3: 2,366 shares; 2025Q4: 2,194 shares; 2026Q1: 2,012 shares 2,012 $263K 0.03% -182 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,211 shares 5,211 $262K 0.03% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,209 shares; 2024Q4: 17,543 shares; 2025Q1: 18,363 shares; 2025Q2: 19,224 shares; 2025Q3: 20,330 shares; 2025Q4: 20,472 shares; 2026Q1: 18,920 shares 18,920 $261K 0.03% -1,552 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,028 shares 4,028 $260K 0.03% new Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,294 shares; 2025Q1: not reported; 2025Q2: 4,499 shares; 2025Q3: 4,553 shares; 2025Q4: 4,944 shares; 2026Q1: 4,203 shares 4,203 $259K 0.03% -741 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 398 shares; 2025Q1: 386 shares; 2025Q2: 393 shares; 2025Q3: 392 shares; 2025Q4: 399 shares; 2026Q1: 355 shares 355 $259K 0.03% -44 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 803 shares; 2025Q1: 806 shares; 2025Q2: 584 shares; 2025Q3: 507 shares; 2025Q4: 520 shares; 2026Q1: 554 shares 554 $257K 0.03% +34 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,142 shares; 2025Q4: 4,777 shares; 2026Q1: 4,506 shares 4,506 $255K 0.03% -271 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,327 shares; 2025Q1: 5,191 shares; 2025Q2: 5,320 shares; 2025Q3: 5,301 shares; 2025Q4: 5,493 shares; 2026Q1: 4,657 shares 4,657 $255K 0.03% -836 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 2,448 shares; 2026Q1: 3,987 shares 3,987 $253K 0.02% +1,539 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,606 shares; 2025Q1: not reported; 2025Q2: 2,563 shares; 2025Q3: 2,386 shares; 2025Q4: 2,406 shares; 2026Q1: 2,758 shares 2,758 $253K 0.02% +352 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,341 shares; 2025Q3: 4,088 shares; 2025Q4: not reported; 2026Q1: 4,214 shares 4,214 $250K 0.02% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 693 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 770 shares 770 $249K 0.02% +26 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 1,606 shares; 2025Q1: not reported; 2025Q2: 2,279 shares; 2025Q3: not reported; 2025Q4: 2,199 shares; 2026Q1: 2,297 shares 2,297 $247K 0.02% +98 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,223 shares; 2025Q1: 1,254 shares; 2025Q2: 1,226 shares; 2025Q3: 1,251 shares; 2025Q4: 1,201 shares; 2026Q1: 717 shares 717 $243K 0.02% -484 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,287 shares; 2026Q1: 2,572 shares 2,572 $242K 0.02% +285 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: 623 shares; 2024Q4: 3,930 shares; 2025Q1: 637 shares; 2025Q2: 562 shares; 2025Q3: 1,778 shares; 2025Q4: 2,153 shares; 2026Q1: 566 shares 566 $241K 0.02% -1,587 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,058 shares; 2025Q2: 8,058 shares; 2025Q3: 8,058 shares; 2025Q4: 8,058 shares; 2026Q1: 8,058 shares 8,058 $240K 0.02% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 348 shares; 2025Q1: 366 shares; 2025Q2: 360 shares; 2025Q3: 339 shares; 2025Q4: 254 shares; 2026Q1: 225 shares 225 $240K 0.02% -29 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,725 shares; 2025Q1: not reported; 2025Q2: 1,655 shares; 2025Q3: 1,665 shares; 2025Q4: 1,483 shares; 2026Q1: 1,484 shares 1,484 $240K 0.02% +1 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,146 shares; 2025Q1: 1,160 shares; 2025Q2: 1,199 shares; 2025Q3: 1,205 shares; 2025Q4: 1,106 shares; 2026Q1: 1,326 shares 1,326 $239K 0.02% +220 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,044 shares; 2025Q1: 1,056 shares; 2025Q2: 1,097 shares; 2025Q3: 1,024 shares; 2025Q4: 1,025 shares; 2026Q1: 1,038 shares 1,038 $239K 0.02% +13 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON 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: not reported; 2025Q4: not reported; 2026Q1: 732 shares 732 $238K 0.02% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,944 shares; 2025Q4: 6,804 shares; 2026Q1: 6,682 shares 6,682 $237K 0.02% -122 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 920 shares; 2025Q1: 931 shares; 2025Q2: not reported; 2025Q3: 898 shares; 2025Q4: 910 shares; 2026Q1: 945 shares 945 $237K 0.02% +35 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 2,848 shares 2,848 $236K 0.02% new 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: not reported; 2026Q1: 1,364 shares 1,364 $234K 0.02% new Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,786 shares 7,786 $234K 0.02% new 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: not reported; 2026Q1: 367 shares 367 $233K 0.02% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,954 shares; 2024Q4: 7,571 shares; 2025Q1: 7,951 shares; 2025Q2: 8,304 shares; 2025Q3: 8,223 shares; 2025Q4: 7,617 shares; 2026Q1: 6,625 shares 6,625 $233K 0.02% -992 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: 2,021 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 928 shares 928 $233K 0.02% new Timeline INSM INSMED INC More: the full row for INSMED 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: 1,393 shares; 2026Q1: 1,421 shares 1,421 $232K 0.02% +28 Timeline IWY 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: 879 shares; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 951 shares; 2026Q1: 934 shares 934 $232K 0.02% -17 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,697 shares; 2024Q4: not reported; 2025Q1: 11,693 shares; 2025Q2: 11,160 shares; 2025Q3: 10,502 shares; 2025Q4: not reported; 2026Q1: 9,115 shares 9,115 $232K 0.02% new Timeline