IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,519 shares; 2025Q1: 3,519 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 3,190 shares; 2026Q1: 3,190 shares 3,190 $488K 0.02% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,246 shares; 2025Q1: 2,236 shares; 2025Q2: 2,262 shares; 2025Q3: 2,238 shares; 2025Q4: 2,372 shares; 2026Q1: 2,268 shares 2,268 $488K 0.02% -104 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,863 shares; 2025Q3: 3,012 shares; 2025Q4: 2,747 shares; 2026Q1: 2,443 shares 2,443 $486K 0.02% -304 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: restricted; 2024Q4: 1,578 shares; 2025Q1: 1,606 shares; 2025Q2: 1,625 shares; 2025Q3: 1,633 shares; 2025Q4: 1,625 shares; 2026Q1: 1,548 shares 1,548 $481K 0.02% -77 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,088 shares; 2025Q1: not reported; 2025Q2: 13,216 shares; 2025Q3: 15,302 shares; 2025Q4: 17,927 shares; 2026Q1: 22,529 shares 22,529 $480K 0.02% +4,602 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 917 shares; 2025Q4: 943 shares; 2026Q1: 965 shares 965 $479K 0.02% +22 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,676 shares; 2025Q3: 3,111 shares; 2025Q4: 3,116 shares; 2026Q1: 4,509 shares 4,509 $476K 0.02% +1,393 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,150 shares; 2025Q1: 4,598 shares; 2025Q2: 5,860 shares; 2025Q3: 5,285 shares; 2025Q4: 4,601 shares; 2026Q1: 4,602 shares 4,602 $475K 0.02% +1 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,408 shares; 2025Q1: 19,767 shares; 2025Q2: 17,870 shares; 2025Q3: 17,090 shares; 2025Q4: 14,014 shares; 2026Q1: 14,224 shares 14,224 $472K 0.02% +210 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,082 shares; 2025Q1: 5,790 shares; 2025Q2: 5,897 shares; 2025Q3: 8,397 shares; 2025Q4: 8,397 shares; 2026Q1: 8,633 shares 8,633 $470K 0.02% +236 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $470K 0.02% 0 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: restricted; 2024Q4: 2,556 shares; 2025Q1: 2,557 shares; 2025Q2: 2,765 shares; 2025Q3: 2,959 shares; 2025Q4: 2,424 shares; 2026Q1: 2,549 shares 2,549 $470K 0.02% +125 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,606 shares; 2025Q2: 2,687 shares; 2025Q3: 2,631 shares; 2025Q4: 2,828 shares; 2026Q1: 3,616 shares 3,616 $469K 0.02% +788 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,361 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,520 shares; 2025Q4: 4,592 shares; 2026Q1: 7,448 shares 7,448 $468K 0.02% +2,856 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: restricted; 2024Q4: 3,737 shares; 2025Q1: 4,112 shares; 2025Q2: 4,417 shares; 2025Q3: 4,761 shares; 2025Q4: 5,236 shares; 2026Q1: 5,305 shares 5,305 $467K 0.02% +69 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,428 shares; 2025Q3: 2,470 shares; 2025Q4: 2,468 shares; 2026Q1: 2,348 shares 2,348 $467K 0.02% -120 Timeline XLY 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: restricted; 2024Q4: 2,399 shares; 2025Q1: 2,330 shares; 2025Q2: 2,369 shares; 2025Q3: 2,372 shares; 2025Q4: 4,749 shares; 2026Q1: 4,209 shares 4,209 $466K 0.02% -540 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,837 shares; 2025Q1: 30,659 shares; 2025Q2: 31,593 shares; 2025Q3: 35,466 shares; 2025Q4: 36,573 shares; 2026Q1: 38,100 shares 38,100 $464K 0.01% +1,527 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,080 shares; 2025Q1: 23,289 shares; 2025Q2: 23,529 shares; 2025Q3: 23,786 shares; 2025Q4: 24,066 shares; 2026Q1: 24,312 shares 24,312 $464K 0.01% +246 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,789 shares; 2025Q4: 11,036 shares; 2026Q1: 11,121 shares 11,121 $464K 0.01% +85 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,143 shares; 2025Q1: 3,318 shares; 2025Q2: 3,565 shares; 2025Q3: 3,485 shares; 2025Q4: 3,360 shares; 2026Q1: 3,435 shares 3,435 $462K 0.01% +75 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,946 shares; 2025Q1: 2,177 shares; 2025Q2: 1,853 shares; 2025Q3: 2,326 shares; 2025Q4: 1,818 shares; 2026Q1: 2,177 shares 2,177 $461K 0.01% +359 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,118 shares; 2025Q1: 1,483 shares; 2025Q2: 1,361 shares; 2025Q3: 1,540 shares; 2025Q4: 1,913 shares; 2026Q1: 1,437 shares 1,437 $457K 0.01% -476 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: restricted; 2024Q4: 1,643 shares; 2025Q1: 2,076 shares; 2025Q2: 1,324 shares; 2025Q3: 1,332 shares; 2025Q4: 1,272 shares; 2026Q1: 1,716 shares 1,716 $456K 0.01% +444 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,610 shares; 2025Q1: 19,610 shares; 2025Q2: 19,610 shares; 2025Q3: 21,825 shares; 2025Q4: 19,610 shares; 2026Q1: 19,610 shares 19,610 $456K 0.01% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,974 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,532 shares; 2025Q4: 10,668 shares; 2026Q1: 15,739 shares 15,739 $455K 0.01% +5,071 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,927 shares; 2025Q1: 2,058 shares; 2025Q2: 2,054 shares; 2025Q3: 2,034 shares; 2025Q4: 2,366 shares; 2026Q1: 2,685 shares 2,685 $454K 0.01% +319 Timeline DGS 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: restricted; 2024Q4: 7,237 shares; 2025Q1: 7,237 shares; 2025Q2: 7,238 shares; 2025Q3: 7,238 shares; 2025Q4: 7,239 shares; 2026Q1: 7,239 shares 7,239 $453K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,556 shares; 2025Q1: 6,596 shares; 2025Q2: 8,174 shares; 2025Q3: 5,232 shares; 2025Q4: 4,772 shares; 2026Q1: 4,592 shares 4,592 $453K 0.01% -180 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,518 shares; 2025Q1: 4,524 shares; 2025Q2: 3,903 shares; 2025Q3: 3,914 shares; 2025Q4: 3,924 shares; 2026Q1: 3,019 shares 3,019 $452K 0.01% -905 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,815 shares; 2025Q1: 5,912 shares; 2025Q2: 2,001 shares; 2025Q3: 2,263 shares; 2025Q4: 2,285 shares; 2026Q1: 2,303 shares 2,303 $451K 0.01% +18 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,760 shares; 2025Q2: 2,765 shares; 2025Q3: 4,770 shares; 2025Q4: 9,615 shares; 2026Q1: 9,626 shares 9,626 $450K 0.01% +11 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,994 shares; 2026Q1: 5,889 shares 5,889 $446K 0.01% +1,895 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,864 shares; 2025Q1: 1,944 shares; 2025Q2: 1,846 shares; 2025Q3: 2,060 shares; 2025Q4: 2,020 shares; 2026Q1: 2,000 shares 2,000 $446K 0.01% -20 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,295 shares; 2025Q1: not reported; 2025Q2: 11,079 shares; 2025Q3: 13,215 shares; 2025Q4: 15,462 shares; 2026Q1: 15,817 shares 15,817 $446K 0.01% +355 Timeline PWV 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: restricted; 2024Q4: 6,223 shares; 2025Q1: 6,223 shares; 2025Q2: 6,223 shares; 2025Q3: 6,223 shares; 2025Q4: 6,223 shares; 2026Q1: 6,223 shares 6,223 $445K 0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,154 shares; 2025Q1: 4,951 shares; 2025Q2: 5,030 shares; 2025Q3: 5,498 shares; 2025Q4: 6,251 shares; 2026Q1: 5,926 shares 5,926 $444K 0.01% -325 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,400 shares; 2025Q1: 7,606 shares; 2025Q2: 6,930 shares; 2025Q3: 5,519 shares; 2025Q4: 5,434 shares; 2026Q1: 5,580 shares 5,580 $444K 0.01% +146 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,345 shares; 2025Q3: 2,768 shares; 2025Q4: 2,952 shares; 2026Q1: 3,889 shares 3,889 $443K 0.01% +937 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,938 shares; 2025Q2: 1,920 shares; 2025Q3: 2,038 shares; 2025Q4: 2,088 shares; 2026Q1: 2,217 shares 2,217 $442K 0.01% +129 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 534 shares; 2025Q1: 612 shares; 2025Q2: 674 shares; 2025Q3: 747 shares; 2025Q4: 714 shares; 2026Q1: 706 shares 706 $441K 0.01% -8 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,708 shares; 2025Q1: 4,913 shares; 2025Q2: 4,824 shares; 2025Q3: 5,348 shares; 2025Q4: 5,001 shares; 2026Q1: 5,233 shares 5,233 $439K 0.01% +232 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: restricted; 2024Q4: 9,062 shares; 2025Q1: 6,415 shares; 2025Q2: 7,293 shares; 2025Q3: 7,707 shares; 2025Q4: 7,871 shares; 2026Q1: 8,513 shares 8,513 $438K 0.01% +642 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 2,523 shares; 2025Q2: 3,831 shares; 2025Q3: 4,069 shares; 2025Q4: 4,044 shares; 2026Q1: 2,981 shares 2,981 $437K 0.01% -1,063 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,320 shares; 2025Q1: 5,465 shares; 2025Q2: 6,258 shares; 2025Q3: 7,053 shares; 2025Q4: 7,095 shares; 2026Q1: 4,640 shares 4,640 $436K 0.01% -2,455 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,902 shares; 2025Q1: 13,159 shares; 2025Q2: 13,735 shares; 2025Q3: 13,854 shares; 2025Q4: 7,872 shares; 2026Q1: 9,591 shares 9,591 $436K 0.01% +1,719 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,118 shares; 2025Q1: 24,118 shares; 2025Q2: 24,256 shares; 2025Q3: 24,256 shares; 2025Q4: 25,460 shares; 2026Q1: 25,859 shares 25,859 $433K 0.01% +399 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,512 shares; 2025Q1: 6,788 shares; 2025Q2: 6,590 shares; 2025Q3: 6,882 shares; 2025Q4: 7,659 shares; 2026Q1: 5,603 shares 5,603 $431K 0.01% -2,056 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,195 shares; 2025Q1: 4,771 shares; 2025Q2: 4,494 shares; 2025Q3: 4,391 shares; 2025Q4: 4,456 shares; 2026Q1: 4,709 shares 4,709 $430K 0.01% +253 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,257 shares; 2025Q1: 2,290 shares; 2025Q2: 2,441 shares; 2025Q3: 2,550 shares; 2025Q4: 2,555 shares; 2026Q1: 2,670 shares 2,670 $428K 0.01% +115 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,918 shares; 2025Q1: 16,647 shares; 2025Q2: 16,748 shares; 2025Q3: 16,834 shares; 2025Q4: 18,368 shares; 2026Q1: 18,289 shares 18,289 $428K 0.01% -79 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 243 shares; 2025Q1: 307 shares; 2025Q2: 246 shares; 2025Q3: 272 shares; 2025Q4: not reported; 2026Q1: 947 shares 947 $425K 0.01% new 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: restricted; 2024Q4: 469 shares; 2025Q1: 572 shares; 2025Q2: 567 shares; 2025Q3: 592 shares; 2025Q4: 605 shares; 2026Q1: 640 shares 640 $423K 0.01% +35 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,071 shares; 2025Q1: 28,688 shares; 2025Q2: 27,451 shares; 2025Q3: 19,825 shares; 2025Q4: 12,885 shares; 2026Q1: 15,094 shares 15,094 $422K 0.01% +2,209 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,149 shares; 2025Q1: not reported; 2025Q2: 1,876 shares; 2025Q3: 2,219 shares; 2025Q4: 2,375 shares; 2026Q1: 3,592 shares 3,592 $418K 0.01% +1,217 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,645 shares; 2025Q1: not reported; 2025Q2: 10,169 shares; 2025Q3: 10,753 shares; 2025Q4: 25,173 shares; 2026Q1: 18,213 shares 18,213 $418K 0.01% -6,960 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: restricted; 2024Q4: 3,479 shares; 2025Q1: 4,183 shares; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares; 2025Q4: 3,111 shares; 2026Q1: 3,326 shares 3,326 $418K 0.01% +215 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,828 shares; 2025Q1: 7,741 shares; 2025Q2: 7,741 shares; 2025Q3: 7,741 shares; 2025Q4: 7,741 shares; 2026Q1: 7,681 shares 7,681 $417K 0.01% -60 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,927 shares 7,927 $417K 0.01% new 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: restricted; 2024Q4: 6,102 shares; 2025Q1: 5,302 shares; 2025Q2: 5,700 shares; 2025Q3: 6,250 shares; 2025Q4: 3,691 shares; 2026Q1: 4,211 shares 4,211 $416K 0.01% +520 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,516 shares; 2025Q1: 3,439 shares; 2025Q2: 3,845 shares; 2025Q3: 4,444 shares; 2025Q4: 4,332 shares; 2026Q1: 4,987 shares 4,987 $416K 0.01% +655 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares; 2025Q4: 1,511 shares; 2026Q1: 1,755 shares 1,755 $416K 0.01% +244 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,471 shares; 2025Q1: 12,072 shares; 2025Q2: 13,664 shares; 2025Q3: 13,784 shares; 2025Q4: 12,915 shares; 2026Q1: 12,409 shares 12,409 $415K 0.01% -506 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,459 shares; 2025Q1: 14,364 shares; 2025Q2: 12,131 shares; 2025Q3: 15,779 shares; 2025Q4: 15,540 shares; 2026Q1: 22,209 shares 22,209 $408K 0.01% +6,669 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,354 shares 16,354 $408K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,673 shares; 2025Q1: 6,068 shares; 2025Q2: 5,707 shares; 2025Q3: 5,999 shares; 2025Q4: 7,055 shares; 2026Q1: 5,519 shares 5,519 $407K 0.01% -1,536 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,301 shares 8,301 $406K 0.01% new 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: restricted; 2024Q4: 15,303 shares; 2025Q1: 15,303 shares; 2025Q2: 15,303 shares; 2025Q3: 15,386 shares; 2025Q4: 15,303 shares; 2026Q1: 18,885 shares 18,885 $406K 0.01% +3,582 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,674 shares 6,674 $403K 0.01% 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: restricted; 2024Q4: 9,406 shares; 2025Q1: 10,438 shares; 2025Q2: 10,749 shares; 2025Q3: 10,866 shares; 2025Q4: 11,485 shares; 2026Q1: 11,300 shares 11,300 $403K 0.01% -185 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474 shares; 2026Q1: 550 shares 550 $401K 0.01% +76 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: restricted; 2024Q4: 1,485 shares; 2025Q1: 1,592 shares; 2025Q2: 1,761 shares; 2025Q3: 1,055 shares; 2025Q4: 1,113 shares; 2026Q1: 1,222 shares 1,222 $400K 0.01% +109 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,402 shares; 2025Q1: 2,365 shares; 2025Q2: 2,260 shares; 2025Q3: not reported; 2025Q4: 2,506 shares; 2026Q1: 3,242 shares 3,242 $399K 0.01% +736 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,772 shares; 2025Q1: 2,772 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 3,155 shares; 2026Q1: 2,606 shares 2,606 $399K 0.01% -549 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,075 shares; 2025Q1: 11,075 shares; 2025Q2: 11,075 shares; 2025Q3: 11,075 shares; 2025Q4: 11,075 shares; 2026Q1: 11,075 shares 11,075 $398K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,450 shares; 2025Q1: 11,309 shares; 2025Q2: 11,291 shares; 2025Q3: 10,756 shares; 2025Q4: 11,308 shares; 2026Q1: 10,586 shares 10,586 $398K 0.01% -722 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: restricted; 2024Q4: 1,835 shares; 2025Q1: 1,887 shares; 2025Q2: 1,424 shares; 2025Q3: 1,403 shares; 2025Q4: 1,404 shares; 2026Q1: 1,430 shares 1,430 $398K 0.01% +26 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,134 shares; 2025Q1: not reported; 2025Q2: 7,518 shares; 2025Q3: 8,015 shares; 2025Q4: 8,811 shares; 2026Q1: 8,665 shares 8,665 $398K 0.01% -146 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,050 shares; 2025Q1: 3,493 shares; 2025Q2: 3,049 shares; 2025Q3: 3,154 shares; 2025Q4: 3,295 shares; 2026Q1: 3,289 shares 3,289 $396K 0.01% -6 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,553 shares; 2025Q1: 16,108 shares; 2025Q2: 18,879 shares; 2025Q3: 19,732 shares; 2025Q4: 20,724 shares; 2026Q1: 18,521 shares 18,521 $396K 0.01% -2,203 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,273 shares; 2025Q1: 9,094 shares; 2025Q2: 9,240 shares; 2025Q3: 9,311 shares; 2025Q4: 9,920 shares; 2026Q1: 9,433 shares 9,433 $390K 0.01% -487 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: restricted; 2024Q4: not reported; 2025Q1: 2,452 shares; 2025Q2: 3,209 shares; 2025Q3: 3,729 shares; 2025Q4: 3,460 shares; 2026Q1: 3,320 shares 3,320 $389K 0.01% -140 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: restricted; 2024Q4: 3,247 shares; 2025Q1: 2,814 shares; 2025Q2: 2,872 shares; 2025Q3: 3,157 shares; 2025Q4: 3,348 shares; 2026Q1: 3,634 shares 3,634 $389K 0.01% +286 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,392 shares; 2025Q1: 11,581 shares; 2025Q2: 11,780 shares; 2025Q3: 11,974 shares; 2025Q4: 12,178 shares; 2026Q1: 12,386 shares 12,386 $387K 0.01% +208 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,393 shares; 2025Q1: 4,789 shares; 2025Q2: 4,471 shares; 2025Q3: 2,034 shares; 2025Q4: 3,367 shares; 2026Q1: 1,992 shares 1,992 $386K 0.01% -1,375 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,314 shares; 2025Q1: 3,460 shares; 2025Q2: 3,468 shares; 2025Q3: 3,631 shares; 2025Q4: 3,644 shares; 2026Q1: 3,653 shares 3,653 $384K 0.01% +9 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,916 shares; 2025Q1: 1,928 shares; 2025Q2: 2,324 shares; 2025Q3: 2,323 shares; 2025Q4: 2,180 shares; 2026Q1: 2,341 shares 2,341 $382K 0.01% +161 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,078 shares; 2025Q4: 10,248 shares; 2026Q1: 10,250 shares 10,250 $382K 0.01% +2 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 510 shares; 2025Q4: 603 shares; 2026Q1: 722 shares 722 $381K 0.01% +119 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,550 shares; 2025Q1: 3,759 shares; 2025Q2: 3,805 shares; 2025Q3: 3,906 shares; 2025Q4: 3,899 shares; 2026Q1: 4,178 shares 4,178 $378K 0.01% +279 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,901 shares; 2025Q4: 9,479 shares; 2026Q1: 9,751 shares 9,751 $378K 0.01% +272 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,247 shares 3,247 $377K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 989 shares; 2026Q1: 1,311 shares 1,311 $376K 0.01% +322 Timeline GEM 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: restricted; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,136 shares; 2025Q4: 8,136 shares; 2026Q1: 8,136 shares 8,136 $375K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 1,790 shares; 2025Q2: 2,189 shares; 2025Q3: 2,059 shares; 2025Q4: 1,990 shares; 2026Q1: 1,981 shares 1,981 $372K 0.01% -9 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,320 shares; 2025Q2: not reported; 2025Q3: 21,904 shares; 2025Q4: 23,303 shares; 2026Q1: 24,389 shares 24,389 $371K 0.01% +1,086 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,772 shares; 2025Q2: 2,259 shares; 2025Q3: 2,316 shares; 2025Q4: 2,497 shares; 2026Q1: 2,890 shares 2,890 $370K 0.01% +393 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: restricted; 2024Q4: not reported; 2025Q1: 616 shares; 2025Q2: 584 shares; 2025Q3: 620 shares; 2025Q4: 627 shares; 2026Q1: 635 shares 635 $369K 0.01% +8 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: restricted; 2024Q4: 10,154 shares; 2025Q1: 10,335 shares; 2025Q2: 11,514 shares; 2025Q3: 11,914 shares; 2025Q4: 12,859 shares; 2026Q1: 14,704 shares 14,704 $367K 0.01% +1,845 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: restricted; 2024Q4: 2,974 shares; 2025Q1: 2,974 shares; 2025Q2: 2,826 shares; 2025Q3: 2,846 shares; 2025Q4: 2,855 shares; 2026Q1: 2,930 shares 2,930 $367K 0.01% +75 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,502 shares; 2025Q1: 8,714 shares; 2025Q2: 8,572 shares; 2025Q3: 8,716 shares; 2025Q4: 8,459 shares; 2026Q1: 8,073 shares 8,073 $366K 0.01% -386 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: restricted; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 566 shares 566 $364K 0.01% +1 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,847 shares; 2025Q1: 1,639 shares; 2025Q2: 1,645 shares; 2025Q3: 1,629 shares; 2025Q4: 1,627 shares; 2026Q1: 1,724 shares 1,724 $364K 0.01% +97 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,315 shares; 2025Q1: 20,614 shares; 2025Q2: 21,493 shares; 2025Q3: 24,086 shares; 2025Q4: 27,543 shares; 2026Q1: 22,065 shares 22,065 $364K 0.01% -5,478 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,239 shares; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 1,000 shares; 2025Q4: 1,131 shares; 2026Q1: 1,169 shares 1,169 $359K 0.01% +38 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,585 shares 4,585 $359K 0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,574 shares; 2025Q1: 2,439 shares; 2025Q2: 1,844 shares; 2025Q3: 1,846 shares; 2025Q4: 1,610 shares; 2026Q1: 1,628 shares 1,628 $359K 0.01% +18 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,343 shares; 2025Q4: 9,343 shares; 2026Q1: 9,343 shares 9,343 $357K 0.01% 0 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,415 shares; 2025Q4: 11,883 shares; 2026Q1: 8,762 shares 8,762 $357K 0.01% -3,121 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,076 shares; 2025Q1: 1,110 shares; 2025Q2: 1,090 shares; 2025Q3: 983 shares; 2025Q4: 1,179 shares; 2026Q1: 1,168 shares 1,168 $355K 0.01% -11 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,430 shares; 2025Q1: 1,804 shares; 2025Q2: 1,766 shares; 2025Q3: 1,851 shares; 2025Q4: 1,802 shares; 2026Q1: 1,744 shares 1,744 $355K 0.01% -58 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,214 shares; 2025Q3: 7,312 shares; 2025Q4: 7,655 shares; 2026Q1: 8,076 shares 8,076 $354K 0.01% +421 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 860 shares; 2025Q3: 880 shares; 2025Q4: 915 shares; 2026Q1: 1,081 shares 1,081 $352K 0.01% +166 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 1,530 shares; 2025Q4: 1,493 shares; 2026Q1: 1,725 shares 1,725 $350K 0.01% +232 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares; 2025Q4: 1,292 shares; 2026Q1: 1,502 shares 1,502 $348K 0.01% +210 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,970 shares; 2025Q1: not reported; 2025Q2: 2,862 shares; 2025Q3: 2,943 shares; 2025Q4: 3,823 shares; 2026Q1: 3,776 shares 3,776 $346K 0.01% -47 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,591 shares; 2025Q1: 1,825 shares; 2025Q2: 1,863 shares; 2025Q3: 1,938 shares; 2025Q4: 2,033 shares; 2026Q1: 2,515 shares 2,515 $344K 0.01% +482 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,391 shares; 2025Q1: 5,635 shares; 2025Q2: 5,831 shares; 2025Q3: 6,380 shares; 2025Q4: 6,012 shares; 2026Q1: 7,138 shares 7,138 $344K 0.01% +1,126 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,395 shares; 2025Q1: 6,395 shares; 2025Q2: 6,945 shares; 2025Q3: 4,739 shares; 2025Q4: 4,816 shares; 2026Q1: 4,410 shares 4,410 $343K 0.01% -406 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,135 shares; 2026Q1: 1,277 shares 1,277 $342K 0.01% +142 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,907 shares; 2025Q2: 20,345 shares; 2025Q3: 10,224 shares; 2025Q4: 18,783 shares; 2026Q1: 72,000 shares 72,000 $342K 0.01% +53,217 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 979 shares 979 $341K 0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 782 shares; 2025Q1: 783 shares; 2025Q2: 762 shares; 2025Q3: 722 shares; 2025Q4: 696 shares; 2026Q1: 709 shares 709 $340K 0.01% +13 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: restricted; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 2,778 shares; 2025Q3: 2,866 shares; 2025Q4: 2,869 shares; 2026Q1: 2,869 shares 2,869 $340K 0.01% 0 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: restricted; 2024Q4: 2,003 shares; 2025Q1: 2,609 shares; 2025Q2: 2,648 shares; 2025Q3: 2,918 shares; 2025Q4: 2,586 shares; 2026Q1: 2,110 shares 2,110 $340K 0.01% -476 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309 shares; 2025Q4: 358 shares; 2026Q1: 430 shares 430 $339K 0.01% +72 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,583 shares; 2025Q1: 13,792 shares; 2025Q2: 14,430 shares; 2025Q3: 14,751 shares; 2025Q4: 13,488 shares; 2026Q1: 13,615 shares 13,615 $339K 0.01% +127 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,462 shares; 2025Q3: 6,793 shares; 2025Q4: 6,709 shares; 2026Q1: 7,065 shares 7,065 $338K 0.01% +356 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,065 shares; 2025Q1: 3,090 shares; 2025Q2: 3,171 shares; 2025Q3: 3,291 shares; 2025Q4: 3,223 shares; 2026Q1: 3,074 shares 3,074 $337K 0.01% -149 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,722 shares; 2025Q1: 11,415 shares; 2025Q2: 11,442 shares; 2025Q3: 11,445 shares; 2025Q4: 12,131 shares; 2026Q1: 11,909 shares 11,909 $337K 0.01% -222 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,122 shares; 2025Q4: 2,152 shares; 2026Q1: 3,571 shares 3,571 $336K 0.01% +1,419 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,506 shares; 2025Q2: 1,580 shares; 2025Q3: 1,466 shares; 2025Q4: 1,617 shares; 2026Q1: 1,591 shares 1,591 $335K 0.01% -26 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,459 shares; 2025Q3: 11,058 shares; 2025Q4: 10,697 shares; 2026Q1: 15,019 shares 15,019 $334K 0.01% +4,322 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,073 shares; 2026Q1: 1,076 shares 1,076 $332K 0.01% +3 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 410 shares; 2025Q4: 446 shares; 2026Q1: 571 shares 571 $330K 0.01% +125 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,212 shares; 2025Q1: 2,348 shares; 2025Q2: 2,175 shares; 2025Q3: 2,274 shares; 2025Q4: 2,172 shares; 2026Q1: 2,577 shares 2,577 $330K 0.01% +405 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: restricted; 2024Q4: 672 shares; 2025Q1: 825 shares; 2025Q2: 865 shares; 2025Q3: 909 shares; 2025Q4: 888 shares; 2026Q1: 841 shares 841 $329K 0.01% -47 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,667 shares; 2026Q1: 1,840 shares 1,840 $326K 0.01% +173 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,057 shares; 2025Q2: 5,094 shares; 2025Q3: 15,185 shares; 2025Q4: 6,104 shares; 2026Q1: 6,518 shares 6,518 $326K 0.01% +414 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,434 shares; 2026Q1: 7,363 shares 7,363 $325K 0.01% +929 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares; 2026Q1: 1,604 shares 1,604 $324K 0.01% +405 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,652 shares; 2025Q1: 5,896 shares; 2025Q2: 5,939 shares; 2025Q3: 5,949 shares; 2025Q4: 5,708 shares; 2026Q1: 5,809 shares 5,809 $324K 0.01% +101 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: restricted; 2024Q4: 2,822 shares; 2025Q1: 3,745 shares; 2025Q2: 3,627 shares; 2025Q3: 2,933 shares; 2025Q4: 3,412 shares; 2026Q1: 3,399 shares 3,399 $323K 0.01% -13 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,515 shares; 2025Q2: 6,574 shares; 2025Q3: 8,691 shares; 2025Q4: 6,586 shares; 2026Q1: 6,586 shares 6,586 $323K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,538 shares 2,538 $320K 0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,622 shares; 2025Q1: 3,613 shares; 2025Q2: 3,373 shares; 2025Q3: 3,334 shares; 2025Q4: 3,461 shares; 2026Q1: 3,303 shares 3,303 $319K 0.01% -158 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 454 shares; 2026Q1: 420 shares 420 $319K 0.01% -34 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,491 shares 7,491 $318K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: 1,158 shares; 2026Q1: 1,516 shares 1,516 $317K 0.01% +358 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,553 shares; 2026Q1: 3,056 shares 3,056 $315K 0.01% +503 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,809 shares; 2025Q3: 3,991 shares; 2025Q4: 4,581 shares; 2026Q1: 5,040 shares 5,040 $314K 0.01% +459 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: restricted; 2024Q4: 4,524 shares; 2025Q1: 5,106 shares; 2025Q2: 4,382 shares; 2025Q3: 3,916 shares; 2025Q4: 3,229 shares; 2026Q1: 3,316 shares 3,316 $312K 0.01% +87 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,659 shares; 2025Q3: 6,659 shares; 2025Q4: 6,659 shares; 2026Q1: 6,659 shares 6,659 $312K 0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,544 shares; 2025Q4: 1,535 shares; 2026Q1: 2,483 shares 2,483 $312K 0.01% +948 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,008 shares; 2025Q3: 8,006 shares; 2025Q4: 7,304 shares; 2026Q1: 7,850 shares 7,850 $307K 0.01% +546 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,359 shares; 2025Q1: 17,160 shares; 2025Q2: 16,942 shares; 2025Q3: 16,254 shares; 2025Q4: 17,043 shares; 2026Q1: 14,222 shares 14,222 $307K 0.01% -2,821 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: not reported; 2025Q4: 858 shares; 2026Q1: 1,365 shares 1,365 $304K 0.01% +507 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,877 shares; 2026Q1: 1,941 shares 1,941 $304K 0.01% +64 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,315 shares 13,315 $302K 0.01% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,163 shares; 2026Q1: 2,087 shares 2,087 $302K 0.01% -76 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,395 shares; 2025Q1: not reported; 2025Q2: 3,320 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,731 shares 4,731 $302K 0.01% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,327 shares 2,327 $302K 0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,653 shares; 2025Q1: 14,604 shares; 2025Q2: 14,129 shares; 2025Q3: 14,545 shares; 2025Q4: 14,349 shares; 2026Q1: 14,925 shares 14,925 $301K 0.01% +576 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,818 shares 2,818 $300K 0.01% new Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,197 shares; 2026Q1: 10,759 shares 10,759 $298K 0.01% +1,562 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,264 shares; 2025Q1: 4,472 shares; 2025Q2: 4,218 shares; 2025Q3: 4,688 shares; 2025Q4: 5,023 shares; 2026Q1: 4,758 shares 4,758 $296K 0.01% -265 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,653 shares; 2025Q4: 3,774 shares; 2026Q1: 3,984 shares 3,984 $296K 0.01% +210 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,151 shares; 2025Q3: 3,151 shares; 2025Q4: 3,417 shares; 2026Q1: 3,151 shares 3,151 $295K 0.01% -266 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,714 shares 5,714 $295K 0.01% new Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,928 shares; 2025Q2: 8,122 shares; 2025Q3: 8,272 shares; 2025Q4: 8,385 shares; 2026Q1: 8,411 shares 8,411 $294K 0.01% +26 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 752 shares; 2025Q2: 642 shares; 2025Q3: 658 shares; 2025Q4: 750 shares; 2026Q1: 771 shares 771 $294K 0.01% +21 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,969 shares; 2025Q1: 4,497 shares; 2025Q2: 4,395 shares; 2025Q3: 4,640 shares; 2025Q4: 3,837 shares; 2026Q1: 3,303 shares 3,303 $293K 0.01% -534 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,778 shares; 2025Q1: 2,095 shares; 2025Q2: 1,999 shares; 2025Q3: 1,836 shares; 2025Q4: 2,085 shares; 2026Q1: 1,972 shares 1,972 $293K 0.01% -113 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,426 shares; 2025Q4: 9,863 shares; 2026Q1: 5,859 shares 5,859 $291K 0.01% -4,004 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,574 shares; 2025Q3: 2,613 shares; 2025Q4: 2,474 shares; 2026Q1: 2,579 shares 2,579 $291K 0.01% +105 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,036 shares 4,036 $290K 0.01% new Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,482 shares; 2025Q3: 4,733 shares; 2025Q4: 4,347 shares; 2026Q1: 5,636 shares 5,636 $290K 0.01% +1,289 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,201 shares; 2025Q1: 22,473 shares; 2025Q2: 21,214 shares; 2025Q3: 21,305 shares; 2025Q4: 21,322 shares; 2026Q1: 29,556 shares 29,556 $289K 0.01% +8,234 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,374 shares 1,374 $289K 0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,350 shares; 2025Q1: 3,362 shares; 2025Q2: 3,499 shares; 2025Q3: 3,200 shares; 2025Q4: 3,482 shares; 2026Q1: 3,459 shares 3,459 $288K 0.01% -23 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,421 shares; 2025Q2: 2,445 shares; 2025Q3: 2,405 shares; 2025Q4: 2,441 shares; 2026Q1: 2,782 shares 2,782 $286K 0.01% +341 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,237 shares; 2025Q1: 4,247 shares; 2025Q2: 4,311 shares; 2025Q3: 4,866 shares; 2025Q4: 6,807 shares; 2026Q1: 6,807 shares 6,807 $286K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 876 shares; 2025Q1: 920 shares; 2025Q2: 929 shares; 2025Q3: 912 shares; 2025Q4: 984 shares; 2026Q1: 1,037 shares 1,037 $285K 0.01% +53 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,635 shares; 2026Q1: 1,874 shares 1,874 $284K 0.01% +239 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,260 shares 8,260 $284K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,583 shares; 2025Q1: 6,889 shares; 2025Q2: 6,450 shares; 2025Q3: 5,635 shares; 2025Q4: 6,536 shares; 2026Q1: 5,006 shares 5,006 $283K 0.01% -1,530 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,638 shares; 2025Q1: not reported; 2025Q2: 2,614 shares; 2025Q3: 3,127 shares; 2025Q4: 3,145 shares; 2026Q1: 2,691 shares 2,691 $283K 0.01% -454 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,113 shares; 2025Q1: 2,200 shares; 2025Q2: 2,299 shares; 2025Q3: 2,406 shares; 2025Q4: 2,314 shares; 2026Q1: 1,699 shares 1,699 $283K 0.01% -615 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: 158 shares; 2025Q4: 162 shares; 2026Q1: 159 shares 159 $282K 0.01% -3 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,250 shares 6,250 $282K 0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,174 shares; 2025Q1: 3,132 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 3,151 shares; 2026Q1: 3,151 shares 3,151 $282K 0.01% 0 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,342 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,591 shares; 2026Q1: 5,412 shares 5,412 $279K 0.01% -179 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,919 shares; 2025Q3: 1,905 shares; 2025Q4: 1,979 shares; 2026Q1: 1,929 shares 1,929 $278K 0.01% -50 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares; 2026Q1: 1,289 shares 1,289 $278K 0.01% +35 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,225 shares 8,225 $278K 0.01% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,749 shares; 2025Q4: 2,799 shares; 2026Q1: 2,855 shares 2,855 $277K 0.01% +56 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 551 shares; 2025Q4: 582 shares; 2026Q1: 641 shares 641 $274K 0.01% +59 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,925 shares; 2025Q1: 11,268 shares; 2025Q2: 11,376 shares; 2025Q3: 11,420 shares; 2025Q4: 12,063 shares; 2026Q1: 11,548 shares 11,548 $271K 0.01% -515 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,231 shares; 2025Q2: 3,165 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,121 shares 4,121 $271K 0.01% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,226 shares; 2025Q2: 3,456 shares; 2025Q3: 3,372 shares; 2025Q4: 3,432 shares; 2026Q1: 4,061 shares 4,061 $271K 0.01% +629 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,884 shares; 2025Q3: 4,435 shares; 2025Q4: 5,374 shares; 2026Q1: 4,489 shares 4,489 $270K 0.01% -885 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,905 shares 3,905 $270K 0.01% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,338 shares 5,338 $270K 0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,092 shares; 2025Q2: 1,178 shares; 2025Q3: 1,122 shares; 2025Q4: 1,418 shares; 2026Q1: 1,198 shares 1,198 $270K 0.01% -220 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: 707 shares 707 $269K 0.01% +87 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 542 shares; 2025Q3: not reported; 2025Q4: 733 shares; 2026Q1: 780 shares 780 $268K 0.01% +47 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,982 shares; 2026Q1: 6,585 shares 6,585 $266K 0.01% +603 Timeline VTP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,466 shares 3,466 $265K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,451 shares; 2025Q1: 3,574 shares; 2025Q2: 3,686 shares; 2025Q3: 3,633 shares; 2025Q4: 3,780 shares; 2026Q1: 2,680 shares 2,680 $264K 0.01% -1,100 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,830 shares; 2026Q1: 2,931 shares 2,931 $264K 0.01% +101 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,053 shares 2,053 $263K 0.01% new Timeline TMFM RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,570 shares; 2025Q1: 12,570 shares; 2025Q2: 12,570 shares; 2025Q3: 12,570 shares; 2025Q4: 12,570 shares; 2026Q1: 12,570 shares 12,570 $262K 0.01% 0 Timeline FLJH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,114 shares 6,114 $262K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,391 shares 1,391 $261K 0.01% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,122 shares; 2025Q4: 4,271 shares; 2026Q1: 4,777 shares 4,777 $261K 0.01% +506 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,183 shares; 2025Q1: 2,005 shares; 2025Q2: 1,954 shares; 2025Q3: 1,761 shares; 2025Q4: 1,496 shares; 2026Q1: 2,185 shares 2,185 $260K 0.01% +689 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,978 shares 10,978 $259K 0.01% new 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: restricted; 2024Q4: 294 shares; 2025Q1: 323 shares; 2025Q2: 294 shares; 2025Q3: 251 shares; 2025Q4: 261 shares; 2026Q1: 237 shares 237 $259K 0.01% -24 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,558 shares; 2025Q3: 4,558 shares; 2025Q4: 4,558 shares; 2026Q1: 4,558 shares 4,558 $258K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,087 shares 5,087 $257K 0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 942 shares; 2025Q1: 1,014 shares; 2025Q2: 885 shares; 2025Q3: 919 shares; 2025Q4: 903 shares; 2026Q1: 882 shares 882 $257K 0.01% -21 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,901 shares; 2025Q2: 3,901 shares; 2025Q3: 3,901 shares; 2025Q4: 4,002 shares; 2026Q1: 3,900 shares 3,900 $256K 0.01% -102 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,046 shares 11,046 $254K 0.01% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,899 shares 4,899 $252K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,757 shares 5,757 $251K 0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,734 shares 1,734 $251K 0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 192 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157 shares; 2025Q4: 178 shares; 2026Q1: 190 shares 190 $251K 0.01% +12 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,578 shares 3,578 $250K 0.01% new 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: restricted; 2024Q4: 3,166 shares; 2025Q1: 3,959 shares; 2025Q2: 3,998 shares; 2025Q3: 3,422 shares; 2025Q4: 2,435 shares; 2026Q1: 2,781 shares 2,781 $250K 0.01% +346 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,614 shares; 2025Q4: 6,707 shares; 2026Q1: 6,707 shares 6,707 $249K 0.01% 0 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,448 shares; 2025Q4: 11,448 shares; 2026Q1: 11,448 shares 11,448 $249K 0.01% 0 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: restricted; 2024Q4: 4,927 shares; 2025Q1: 4,271 shares; 2025Q2: 4,037 shares; 2025Q3: 4,922 shares; 2025Q4: 4,505 shares; 2026Q1: 5,744 shares 5,744 $248K 0.01% +1,239 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: 1,338 shares 1,338 $246K 0.01% +114 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 680 shares; 2026Q1: 622 shares 622 $246K 0.01% -58 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,133 shares; 2025Q1: 3,930 shares; 2025Q2: 3,825 shares; 2025Q3: not reported; 2025Q4: 2,233 shares; 2026Q1: 2,442 shares 2,442 $245K 0.01% +209 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,883 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,793 shares; 2025Q4: 7,750 shares; 2026Q1: 8,926 shares 8,926 $245K 0.01% +1,176 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,253 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,219 shares; 2025Q4: 1,234 shares; 2026Q1: 1,230 shares 1,230 $244K 0.01% -4 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,579 shares; 2025Q2: 7,579 shares; 2025Q3: 7,579 shares; 2025Q4: 7,579 shares; 2026Q1: 6,179 shares 6,179 $243K 0.01% -1,400 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,871 shares 1,871 $242K 0.01% 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: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,466 shares; 2025Q2: 1,665 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,367 shares 1,367 $242K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,860 shares; 2026Q1: 4,136 shares 4,136 $241K 0.01% -1,724 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,870 shares 8,870 $239K 0.01% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 779 shares; 2025Q2: 869 shares; 2025Q3: 885 shares; 2025Q4: not reported; 2026Q1: 783 shares 783 $239K 0.01% new Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,681 shares; 2025Q1: 7,781 shares; 2025Q2: 7,883 shares; 2025Q3: 7,983 shares; 2025Q4: 8,084 shares; 2026Q1: 8,186 shares 8,186 $238K 0.01% +102 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,538 shares 1,538 $238K 0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,380 shares 1,380 $238K 0.01% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784 shares 784 $237K 0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares 4,549 $237K 0.01% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,253 shares; 2026Q1: 5,253 shares 5,253 $237K 0.01% 0 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,658 shares; 2025Q2: 3,699 shares; 2025Q3: 3,649 shares; 2025Q4: 3,566 shares; 2026Q1: 3,441 shares 3,441 $236K 0.01% -125 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 802 shares; 2025Q4: 855 shares; 2026Q1: 942 shares 942 $236K 0.01% +87 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,932 shares; 2025Q4: 35,969 shares; 2026Q1: 39,316 shares 39,316 $236K 0.01% +3,347 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 947 shares; 2025Q4: 931 shares; 2026Q1: 944 shares 944 $235K 0.01% +13 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: restricted; 2024Q4: 3,061 shares; 2025Q1: 3,109 shares; 2025Q2: 2,886 shares; 2025Q3: 2,514 shares; 2025Q4: 2,606 shares; 2026Q1: 2,492 shares 2,492 $235K 0.01% -114 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,262 shares 3,262 $234K 0.01% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,376 shares; 2025Q1: not reported; 2025Q2: 4,392 shares; 2025Q3: 4,201 shares; 2025Q4: not reported; 2026Q1: 4,084 shares 4,084 $234K 0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,915 shares; 2025Q3: 4,174 shares; 2025Q4: 3,784 shares; 2026Q1: 3,500 shares 3,500 $234K 0.01% -284 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,247 shares; 2025Q1: 26,033 shares; 2025Q2: 25,309 shares; 2025Q3: 24,665 shares; 2025Q4: 28,004 shares; 2026Q1: 26,540 shares 26,540 $234K 0.01% -1,464 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,905 shares 6,905 $233K 0.01% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,053 shares; 2025Q1: 2,752 shares; 2025Q2: 2,905 shares; 2025Q3: 3,031 shares; 2025Q4: 2,906 shares; 2026Q1: 2,293 shares 2,293 $232K 0.01% -613 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,405 shares; 2025Q1: 1,496 shares; 2025Q2: 1,566 shares; 2025Q3: 1,188 shares; 2025Q4: 973 shares; 2026Q1: 647 shares 647 $230K 0.01% -326 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,119 shares; 2025Q4: 1,171 shares; 2026Q1: 1,432 shares 1,432 $230K 0.01% +261 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: restricted; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares; 2026Q1: 2,088 shares 2,088 $230K 0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,750 shares 4,750 $228K 0.01% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,150 shares 8,150 $228K 0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 122 shares; 2025Q4: 112 shares; 2026Q1: 117 shares 117 $228K 0.01% +5 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: restricted; 2024Q4: 1,699 shares; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,716 shares; 2026Q1: 1,716 shares 1,716 $228K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,966 shares 3,966 $228K 0.01% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,315 shares; 2025Q2: 5,473 shares; 2025Q3: not reported; 2025Q4: 3,395 shares; 2026Q1: 4,045 shares 4,045 $224K 0.01% +650 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares 1,363 $224K 0.01% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,851 shares 6,851 $224K 0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,541 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,860 shares 10,860 $223K 0.01% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,927 shares 3,927 $223K 0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,765 shares; 2025Q1: 1,755 shares; 2025Q2: 1,956 shares; 2025Q3: 1,442 shares; 2025Q4: not reported; 2026Q1: 1,616 shares 1,616 $223K 0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,046 shares 3,046 $222K 0.01% new Timeline PRFZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,631 shares; 2025Q4: 4,746 shares; 2026Q1: 4,631 shares 4,631 $222K 0.01% -115 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,968 shares; 2025Q1: 5,039 shares; 2025Q2: not reported; 2025Q3: 4,145 shares; 2025Q4: 4,214 shares; 2026Q1: 4,059 shares 4,059 $221K 0.01% -155 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,196 shares; 2026Q1: 2,196 shares 2,196 $221K 0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,147 shares; 2025Q4: 2,147 shares; 2026Q1: 2,147 shares 2,147 $219K 0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,623 shares; 2026Q1: 1,641 shares 1,641 $218K 0.01% +18 Timeline FVR FRONTVIEW REIT INC More: the full row for FRONTVIEW REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,414 shares; 2026Q1: 13,414 shares 13,414 $218K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,627 shares 3,627 $217K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,141 shares 1,141 $216K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,649 shares 1,649 $216K 0.01% new 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: restricted; 2024Q4: 11,401 shares; 2025Q1: 7,647 shares; 2025Q2: 9,227 shares; 2025Q3: 5,994 shares; 2025Q4: 2,065 shares; 2026Q1: 2,228 shares 2,228 $216K 0.01% +163 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,145 shares 3,145 $216K 0.01% new Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,573 shares; 2026Q1: 2,102 shares 2,102 $215K 0.01% +529 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,211 shares; 2025Q1: not reported; 2025Q2: 949 shares; 2025Q3: 944 shares; 2025Q4: 967 shares; 2026Q1: 1,092 shares 1,092 $215K 0.01% +125 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares 1,300 $213K 0.01% new Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares 1,205 $213K 0.01% 0 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,557 shares; 2025Q1: 20,557 shares; 2025Q2: 20,557 shares; 2025Q3: 20,557 shares; 2025Q4: 20,557 shares; 2026Q1: 20,557 shares 20,557 $213K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 985 shares; 2025Q4: 997 shares; 2026Q1: 1,037 shares 1,037 $212K 0.01% +40 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,407 shares; 2026Q1: 5,565 shares 5,565 $211K 0.01% +158 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,731 shares 21,731 $211K 0.01% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,957 shares; 2025Q3: 2,086 shares; 2025Q4: 1,991 shares; 2026Q1: 2,116 shares 2,116 $211K 0.01% +125 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: restricted; 2024Q4: not reported; 2025Q1: 1,118 shares; 2025Q2: 1,178 shares; 2025Q3: 1,163 shares; 2025Q4: 1,003 shares; 2026Q1: 1,079 shares 1,079 $211K 0.01% +76 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 673 shares 673 $211K 0.01% new Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,345 shares; 2025Q2: 3,993 shares; 2025Q3: 4,785 shares; 2025Q4: 6,202 shares; 2026Q1: 5,065 shares 5,065 $210K 0.01% -1,137 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 671 shares; 2026Q1: 732 shares 732 $210K 0.01% +61 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,511 shares; 2026Q1: 35,639 shares 35,639 $209K 0.01% +128 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,715 shares 10,715 $209K 0.01% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,855 shares; 2025Q1: 5,269 shares; 2025Q2: 4,146 shares; 2025Q3: 4,152 shares; 2025Q4: 4,355 shares; 2026Q1: 4,390 shares 4,390 $208K 0.01% +35 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,567 shares 1,567 $207K 0.01% new Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,656 shares 2,656 $207K 0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,195 shares 2,195 $206K 0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,087 shares; 2025Q4: 4,027 shares; 2026Q1: 3,859 shares 3,859 $205K 0.01% -168 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 1,182 shares; 2025Q3: 1,183 shares; 2025Q4: 1,179 shares; 2026Q1: 533 shares 533 $205K 0.01% -646 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 921 shares 921 $203K 0.01% new Timeline DXJ 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: restricted; 2024Q4: 3,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,211 shares 1,211 $203K 0.01% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,012 shares 6,012 $202K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,648 shares; 2025Q1: 10,727 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,667 shares 10,667 $201K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,442 shares; 2026Q1: 4,536 shares 4,536 $201K 0.01% -2,906 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,086 shares 2,086 $201K 0.01% new Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,023 shares 11,023 $193K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,629 shares; 2025Q1: 29,791 shares; 2025Q2: 30,277 shares; 2025Q3: 30,448 shares; 2025Q4: 32,264 shares; 2026Q1: 33,405 shares 33,405 $185K 0.01% +1,141 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,587 shares 11,587 $180K 0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,939 shares; 2026Q1: 41,565 shares 41,565 $176K 0.01% +10,626 Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,376 shares; 2025Q1: 37,518 shares; 2025Q2: 37,405 shares; 2025Q3: 35,863 shares; 2025Q4: 34,048 shares; 2026Q1: 13,610 shares 13,610 $171K 0.01% -20,438 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,602 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,732 shares; 2026Q1: 11,143 shares 11,143 $170K 0.01% -589 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,745 shares 11,745 $169K 0.01% new Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,886 shares 13,886 $167K 0.01% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,582 shares; 2025Q4: 11,010 shares; 2026Q1: 11,898 shares 11,898 $160K 0.01% +888 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,442 shares 14,442 $155K 0.01% new Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,970 shares; 2025Q1: 20,690 shares; 2025Q2: 20,690 shares; 2025Q3: 20,690 shares; 2025Q4: 20,690 shares; 2026Q1: 20,690 shares 20,690 $154K <0.01% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,962 shares; 2025Q4: 15,091 shares; 2026Q1: 15,650 shares 15,650 $151K <0.01% +559 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,720 shares; 2025Q2: 14,300 shares; 2025Q3: 15,115 shares; 2025Q4: 17,502 shares; 2026Q1: 22,887 shares 22,887 $144K <0.01% +5,385 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,138 shares; 2025Q1: 28,237 shares; 2025Q2: 28,314 shares; 2025Q3: 27,744 shares; 2025Q4: 27,744 shares; 2026Q1: 27,500 shares 27,500 $130K <0.01% -244 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,071 shares; 2025Q2: 20,071 shares; 2025Q3: 20,165 shares; 2025Q4: 19,420 shares; 2026Q1: 19,573 shares 19,573 $117K <0.01% +153 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,172 shares; 2025Q1: not reported; 2025Q2: 29,094 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,544 shares 13,544 $111K <0.01% new Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $94K <0.01% new Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,857 shares; 2025Q1: 40,360 shares; 2025Q2: not reported; 2025Q3: 31,455 shares; 2025Q4: 16,717 shares; 2026Q1: 21,606 shares 21,606 $84.5K <0.01% +4,889 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,527 shares; 2026Q1: 10,736 shares 10,736 $83.5K <0.01% +209 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,838 shares; 2025Q1: 16,619 shares; 2025Q2: 16,614 shares; 2025Q3: 16,614 shares; 2025Q4: 17,243 shares; 2026Q1: 17,009 shares 17,009 $78.9K <0.01% -234 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,862 shares; 2025Q1: not reported; 2025Q2: 49,544 shares; 2025Q3: 33,681 shares; 2025Q4: not reported; 2026Q1: 19,491 shares 19,491 $74.5K <0.01% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,943 shares; 2025Q1: 20,943 shares; 2025Q2: 20,943 shares; 2025Q3: 20,943 shares; 2025Q4: 18,943 shares; 2026Q1: 18,943 shares 18,943 $64.2K <0.01% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,228 shares 11,228 $62.5K <0.01% new Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,555 shares; 2025Q1: 18,430 shares; 2025Q2: 18,444 shares; 2025Q3: 18,394 shares; 2025Q4: 17,657 shares; 2026Q1: 16,948 shares 16,948 $47.6K <0.01% -709 Timeline OCGN OCUGEN INC More: the full row for OCUGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,765 shares; 2025Q1: 14,765 shares; 2025Q2: 14,765 shares; 2025Q3: 14,765 shares; 2025Q4: 14,765 shares; 2026Q1: 14,765 shares 14,765 $27.5K <0.01% 0 Timeline