DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,618 shares; 2025Q1: 3,617 shares; 2025Q2: 3,048 shares; 2025Q3: 3,012 shares; 2025Q4: 3,408 shares; 2026Q1: 3,975 shares; 2026Q2: 2,982 shares 2,982 $594K 0.02% -993 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,950 shares 22,950 $591K 0.02% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,440 shares 35,440 $588K 0.02% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,529 shares; 2025Q1: 2,595 shares; 2025Q2: 2,473 shares; 2025Q3: 2,849 shares; 2025Q4: 2,881 shares; 2026Q1: 3,051 shares; 2026Q2: 3,320 shares 3,320 $584K 0.02% +269 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,338 shares; 2026Q2: 11,478 shares 11,478 $580K 0.02% +6,140 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,994 shares; 2026Q1: 5,889 shares; 2026Q2: 7,160 shares 7,160 $579K 0.02% +1,271 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,772 shares; 2025Q2: 2,259 shares; 2025Q3: 2,316 shares; 2025Q4: 2,497 shares; 2026Q1: 2,890 shares; 2026Q2: 3,025 shares 3,025 $575K 0.02% +135 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; 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; 2026Q2: 5,917 shares 5,917 $574K 0.02% +1,277 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,549 shares; 2025Q1: 2,126 shares; 2025Q2: 2,218 shares; 2025Q3: 2,053 shares; 2025Q4: 2,327 shares; 2026Q1: 2,435 shares; 2026Q2: 2,471 shares 2,471 $571K 0.02% +36 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; 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; 2026Q2: 5,069 shares 5,069 $570K 0.02% +2,841 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 2,523 shares; 2025Q2: 3,831 shares; 2025Q3: 4,069 shares; 2025Q4: 4,044 shares; 2026Q1: 2,981 shares; 2026Q2: 3,287 shares 3,287 $565K 0.02% +306 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; 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; 2026Q2: 14,183 shares 14,183 $563K 0.02% +2,883 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,511 shares; 2025Q1: 4,455 shares; 2025Q2: 3,999 shares; 2025Q3: 4,052 shares; 2025Q4: 4,166 shares; 2026Q1: 4,261 shares; 2026Q2: 4,283 shares 4,283 $563K 0.02% +22 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,122 shares 24,122 $562K 0.02% +1,593 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,935 shares; 2025Q1: 29,471 shares; 2025Q2: 29,487 shares; 2025Q3: 25,044 shares; 2025Q4: 17,597 shares; 2026Q1: 18,998 shares; 2026Q2: 15,937 shares 15,937 $562K 0.02% -3,061 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,459 shares; 2025Q3: 11,058 shares; 2025Q4: 10,697 shares; 2026Q1: 15,019 shares; 2026Q2: 18,179 shares 18,179 $562K 0.02% +3,160 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; 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; 2026Q2: 15,587 shares 15,587 $561K 0.02% -230 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; 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; 2026Q2: 39,966 shares 39,966 $560K 0.02% +1,866 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,964 shares; 2025Q1: 25,486 shares; 2025Q2: 28,032 shares; 2025Q3: 30,879 shares; 2025Q4: 32,627 shares; 2026Q1: 35,914 shares; 2026Q2: 31,926 shares 31,926 $558K 0.02% -3,988 Timeline EMLP 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; 2024Q3: restricted; 2024Q4: 24,116 shares; 2025Q1: 24,213 shares; 2025Q2: 24,312 shares; 2025Q3: 24,413 shares; 2025Q4: 12,560 shares; 2026Q1: 12,646 shares; 2026Q2: 12,736 shares 12,736 $558K 0.02% +90 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,519 shares; 2025Q1: 3,519 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 3,190 shares; 2026Q1: 3,190 shares; 2026Q2: 3,190 shares 3,190 $556K 0.02% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,454 shares; 2025Q1: 1,530 shares; 2025Q2: 1,634 shares; 2025Q3: 1,732 shares; 2025Q4: 1,722 shares; 2026Q1: 1,830 shares; 2026Q2: 1,877 shares 1,877 $554K 0.02% +47 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,301 shares; 2026Q2: 8,389 shares 8,389 $552K 0.02% +88 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 972 shares; 2025Q1: 1,062 shares; 2025Q2: 1,080 shares; 2025Q3: 1,114 shares; 2025Q4: 1,307 shares; 2026Q1: 1,346 shares; 2026Q2: 1,394 shares 1,394 $550K 0.02% +48 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,150 shares 28,150 $550K 0.02% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,078 shares; 2025Q4: 9,297 shares; 2026Q1: 9,618 shares; 2026Q2: 9,509 shares 9,509 $550K 0.02% -109 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; 2024Q3: restricted; 2024Q4: 7,974 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,532 shares; 2025Q4: 10,668 shares; 2026Q1: 15,739 shares; 2026Q2: 17,155 shares 17,155 $550K 0.02% +1,416 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,905 shares 27,905 $548K 0.02% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,532 shares; 2025Q1: 29,658 shares; 2025Q2: 29,124 shares; 2025Q3: 28,947 shares; 2025Q4: 30,339 shares; 2026Q1: 28,995 shares; 2026Q2: 25,222 shares 25,222 $546K 0.01% -3,773 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,625 shares; 2025Q1: 2,318 shares; 2025Q2: 2,569 shares; 2025Q3: 2,605 shares; 2025Q4: 2,230 shares; 2026Q1: 1,870 shares; 2026Q2: 2,021 shares 2,021 $546K 0.01% +151 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,345 shares 20,345 $546K 0.01% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,795 shares 26,795 $546K 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; 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; 2026Q2: 4,705 shares 4,705 $543K 0.01% +1,402 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; 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; 2026Q2: 2,370 shares 2,370 $542K 0.01% +646 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,747 shares; 2025Q4: 3,168 shares; 2026Q1: 3,055 shares; 2026Q2: 3,017 shares 3,017 $541K 0.01% -38 Timeline XLB 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; 2024Q3: restricted; 2024Q4: 5,027 shares; 2025Q1: 5,268 shares; 2025Q2: 4,837 shares; 2025Q3: 4,840 shares; 2025Q4: 9,615 shares; 2026Q1: 10,495 shares; 2026Q2: 10,500 shares 10,500 $534K 0.01% +5 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,439 shares; 2025Q1: 6,592 shares; 2025Q2: 8,192 shares; 2025Q3: 8,703 shares; 2025Q4: 8,882 shares; 2026Q1: 11,058 shares; 2026Q2: 11,401 shares 11,401 $534K 0.01% +343 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,156 shares 18,156 $533K 0.01% new 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; 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; 2026Q2: 6,420 shares 6,420 $533K 0.01% +20 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,676 shares; 2025Q3: 3,111 shares; 2025Q4: 3,116 shares; 2026Q1: 4,509 shares; 2026Q2: 4,263 shares 4,263 $532K 0.01% -246 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,809 shares; 2025Q3: 3,991 shares; 2025Q4: 4,581 shares; 2026Q1: 5,040 shares; 2026Q2: 6,691 shares 6,691 $531K 0.01% +1,651 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474 shares; 2026Q1: 550 shares; 2026Q2: 702 shares 702 $530K 0.01% +152 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 1,121 shares; 2025Q4: 1,213 shares; 2026Q1: 1,275 shares; 2026Q2: 1,301 shares 1,301 $529K 0.01% +26 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,060 shares 30,060 $527K 0.01% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,641 shares; 2025Q3: 8,641 shares; 2025Q4: 14,225 shares; 2026Q1: 14,225 shares; 2026Q2: 14,225 shares 14,225 $525K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 243 shares; 2025Q1: 307 shares; 2025Q2: 246 shares; 2025Q3: 272 shares; 2025Q4: not reported; 2026Q1: 947 shares; 2026Q2: 1,313 shares 1,313 $522K 0.01% +366 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,247 shares; 2025Q1: 2,814 shares; 2025Q2: 2,872 shares; 2025Q3: 3,157 shares; 2025Q4: 3,348 shares; 2026Q1: 3,634 shares; 2026Q2: 4,288 shares 4,288 $521K 0.01% +654 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,010 shares; 2025Q1: 1,109 shares; 2025Q2: 1,179 shares; 2025Q3: 1,476 shares; 2025Q4: 1,527 shares; 2026Q1: 1,727 shares; 2026Q2: 1,774 shares 1,774 $516K 0.01% +47 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,884 shares; 2025Q1: 38,772 shares; 2025Q2: 38,943 shares; 2025Q3: 39,186 shares; 2025Q4: 41,102 shares; 2026Q1: 42,702 shares; 2026Q2: 37,127 shares 37,127 $515K 0.01% -5,575 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,428 shares; 2025Q3: 2,470 shares; 2025Q4: 2,468 shares; 2026Q1: 2,348 shares; 2026Q2: 2,348 shares 2,348 $513K 0.01% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,013 shares; 2026Q2: 11,163 shares 11,163 $512K 0.01% +150 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,739 shares; 2026Q1: 7,278 shares; 2026Q2: 7,085 shares 7,085 $511K 0.01% -193 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; 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; 2026Q2: 6,326 shares 6,326 $510K 0.01% +400 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; 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; 2026Q2: 2,221 shares 2,221 $507K 0.01% +240 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,650 shares 26,650 $495K 0.01% new 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; 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; 2026Q2: 4,218 shares 4,218 $495K 0.01% +9 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; 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; 2026Q2: 1,554 shares 1,554 $493K 0.01% +6 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,904 shares; 2025Q2: 2,806 shares; 2025Q3: 3,044 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,302 shares 17,302 $491K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,050 shares; 2025Q1: 3,493 shares; 2025Q2: 3,049 shares; 2025Q3: 3,154 shares; 2025Q4: 3,295 shares; 2026Q1: 3,289 shares; 2026Q2: 3,904 shares 3,904 $487K 0.01% +615 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; 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; 2026Q2: 6,223 shares 6,223 $485K 0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,581 shares; 2025Q1: 6,214 shares; 2025Q2: 7,784 shares; 2025Q3: 5,645 shares; 2025Q4: 5,906 shares; 2026Q1: 5,668 shares; 2026Q2: 5,547 shares 5,547 $484K 0.01% -121 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,322 shares 2,322 $483K 0.01% +145 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,112 shares; 2025Q1: 5,987 shares; 2025Q2: 6,291 shares; 2025Q3: 6,312 shares; 2025Q4: 6,315 shares; 2026Q1: 6,296 shares; 2026Q2: 5,992 shares 5,992 $483K 0.01% -304 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,119 shares; 2025Q1: 6,693 shares; 2025Q2: 6,171 shares; 2025Q3: 6,045 shares; 2025Q4: 6,425 shares; 2026Q1: 6,505 shares; 2026Q2: 6,118 shares 6,118 $482K 0.01% -387 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,307 shares; 2025Q1: 15,721 shares; 2025Q2: 15,998 shares; 2025Q3: 16,054 shares; 2025Q4: 16,519 shares; 2026Q1: 16,520 shares; 2026Q2: 12,874 shares 12,874 $482K 0.01% -3,646 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,802 shares; 2025Q1: 7,318 shares; 2025Q2: 6,751 shares; 2025Q3: 7,875 shares; 2025Q4: 8,037 shares; 2026Q1: 7,037 shares; 2026Q2: 5,701 shares 5,701 $478K 0.01% -1,336 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,264 shares; 2025Q1: 4,472 shares; 2025Q2: 4,218 shares; 2025Q3: 4,688 shares; 2025Q4: 5,023 shares; 2026Q1: 4,758 shares; 2026Q2: 6,138 shares 6,138 $478K 0.01% +1,380 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,768 shares 1,768 $477K 0.01% +177 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,516 shares; 2025Q1: 3,439 shares; 2025Q2: 3,845 shares; 2025Q3: 4,444 shares; 2025Q4: 4,332 shares; 2026Q1: 4,987 shares; 2026Q2: 5,562 shares 5,562 $477K 0.01% +575 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; 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; 2026Q2: 25,195 shares 25,195 $473K 0.01% +3,130 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,434 shares; 2026Q1: 7,363 shares; 2026Q2: 8,342 shares 8,342 $471K 0.01% +979 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,350 shares 5,350 $471K 0.01% +45 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,824 shares; 2025Q1: 3,038 shares; 2025Q2: 3,242 shares; 2025Q3: 2,951 shares; 2025Q4: 2,490 shares; 2026Q1: 3,006 shares; 2026Q2: 2,793 shares 2,793 $471K 0.01% -213 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,239 shares 7,239 $468K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,766 shares; 2025Q1: 3,158 shares; 2025Q2: 3,221 shares; 2025Q3: 4,244 shares; 2025Q4: 4,074 shares; 2026Q1: 4,310 shares; 2026Q2: 2,944 shares 2,944 $468K 0.01% -1,366 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,034 shares; 2025Q1: not reported; 2025Q2: 7,317 shares; 2025Q3: 68,808 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,069 shares 21,069 $465K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 989 shares; 2026Q1: 1,311 shares; 2026Q2: 1,403 shares 1,403 $463K 0.01% +92 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: not reported; 2025Q4: 858 shares; 2026Q1: 1,365 shares; 2026Q2: 1,872 shares 1,872 $463K 0.01% +507 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; 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; 2026Q2: 3,354 shares 3,354 $458K 0.01% +28 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,305 shares; 2025Q1: 2,773 shares; 2025Q2: 2,096 shares; 2025Q3: 2,579 shares; 2025Q4: 3,054 shares; 2026Q1: 4,899 shares; 2026Q2: 3,734 shares 3,734 $458K 0.01% -1,165 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; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 572 shares; 2025Q2: 567 shares; 2025Q3: 592 shares; 2025Q4: 605 shares; 2026Q1: 640 shares; 2026Q2: 721 shares 721 $458K 0.01% +81 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,289 shares 1,289 $456K 0.01% +121 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; 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; 2026Q2: 1,614 shares 1,614 $455K 0.01% -14 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,320 shares; 2025Q2: not reported; 2025Q3: 21,904 shares; 2025Q4: 23,303 shares; 2026Q1: 24,389 shares; 2026Q2: 31,319 shares 31,319 $451K 0.01% +6,930 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; 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; 2026Q2: 19,610 shares 19,610 $450K 0.01% 0 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; 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; 2026Q2: 3,911 shares 3,911 $450K 0.01% +591 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; 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; 2026Q2: 2,497 shares 2,497 $448K 0.01% +156 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,674 shares; 2026Q2: 6,674 shares 6,674 $447K 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,896 shares 4,896 $445K 0.01% +187 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,734 shares; 2026Q2: 2,278 shares 2,278 $445K 0.01% +544 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,645 shares; 2025Q1: not reported; 2025Q2: 10,169 shares; 2025Q3: 10,753 shares; 2025Q4: 25,173 shares; 2026Q1: 18,213 shares; 2026Q2: 17,867 shares 17,867 $444K 0.01% -346 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; 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; 2026Q2: 2,740 shares 2,740 $441K 0.01% -279 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,273 shares; 2025Q1: 9,094 shares; 2025Q2: 9,240 shares; 2025Q3: 9,311 shares; 2025Q4: 9,920 shares; 2026Q1: 9,433 shares; 2026Q2: 8,450 shares 8,450 $440K 0.01% -983 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,668 shares 4,668 $440K 0.01% +457 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; 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; 2026Q2: 16,050 shares 16,050 $439K 0.01% +2,435 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; 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; 2026Q2: 3,662 shares 3,662 $438K 0.01% +9 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; 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; 2026Q2: 9,635 shares 9,635 $438K 0.01% +9 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,075 shares; 2025Q1: 11,075 shares; 2025Q2: 11,075 shares; 2025Q3: 11,075 shares; 2025Q4: 11,075 shares; 2026Q1: 11,075 shares; 2026Q2: 11,094 shares 11,094 $437K 0.01% +19 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; 2024Q3: restricted; 2024Q4: 534 shares; 2025Q1: 612 shares; 2025Q2: 674 shares; 2025Q3: 747 shares; 2025Q4: 714 shares; 2026Q1: 706 shares; 2026Q2: 756 shares 756 $437K 0.01% +50 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 822 shares; 2025Q3: 888 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,485 shares 3,485 $435K 0.01% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,046 shares; 2026Q2: 10,144 shares 10,144 $433K 0.01% -902 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,476 shares 5,476 $433K 0.01% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,045 shares; 2026Q1: 19,392 shares; 2026Q2: 15,354 shares 15,354 $433K 0.01% -4,038 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,852 shares 1,852 $432K 0.01% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,945 shares; 2026Q1: 9,052 shares; 2026Q2: 7,971 shares 7,971 $431K 0.01% -1,081 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; 2024Q3: restricted; 2024Q4: 942 shares; 2025Q1: 1,014 shares; 2025Q2: 885 shares; 2025Q3: 919 shares; 2025Q4: 903 shares; 2026Q1: 882 shares; 2026Q2: 1,486 shares 1,486 $430K 0.01% +604 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 789 shares; 2025Q2: 857 shares; 2025Q3: 872 shares; 2025Q4: 914 shares; 2026Q1: 986 shares; 2026Q2: 912 shares 912 $428K 0.01% -74 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,778 shares; 2025Q1: 2,095 shares; 2025Q2: 1,999 shares; 2025Q3: 1,836 shares; 2025Q4: 2,085 shares; 2026Q1: 1,972 shares; 2026Q2: 1,838 shares 1,838 $428K 0.01% -134 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,462 shares; 2025Q3: 6,793 shares; 2025Q4: 6,709 shares; 2026Q1: 7,065 shares; 2026Q2: 7,557 shares 7,557 $426K 0.01% +492 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 666 shares; 2025Q2: 697 shares; 2025Q3: 708 shares; 2025Q4: 707 shares; 2026Q1: 726 shares; 2026Q2: 771 shares 771 $425K 0.01% +45 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; 2024Q3: restricted; 2024Q4: 6,342 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,591 shares; 2026Q1: 5,412 shares; 2026Q2: 5,421 shares 5,421 $425K 0.01% +9 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,927 shares; 2026Q2: 8,025 shares 8,025 $423K 0.01% +98 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; 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; 2026Q2: 1,413 shares 1,413 $422K 0.01% +191 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,421 shares; 2025Q2: 2,445 shares; 2025Q3: 2,405 shares; 2025Q4: 2,441 shares; 2026Q1: 2,782 shares; 2026Q2: 3,712 shares 3,712 $420K 0.01% +930 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,918 shares; 2025Q1: 16,647 shares; 2025Q2: 16,748 shares; 2025Q3: 16,834 shares; 2025Q4: 18,368 shares; 2026Q1: 18,289 shares; 2026Q2: 16,258 shares 16,258 $418K 0.01% -2,031 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; 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; 2026Q2: 2,037 shares 2,037 $416K 0.01% -180 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,772 shares; 2025Q1: 2,772 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 3,155 shares; 2026Q1: 2,606 shares; 2026Q2: 2,606 shares 2,606 $416K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares; 2025Q4: 1,511 shares; 2026Q1: 1,755 shares; 2026Q2: 1,534 shares 1,534 $415K 0.01% -221 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; 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; 2026Q2: 8,136 shares 8,136 $415K 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; 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; 2026Q2: 2,815 shares 2,815 $415K 0.01% +705 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; 2024Q3: restricted; 2024Q4: 7,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,982 shares; 2026Q1: 6,585 shares; 2026Q2: 8,532 shares 8,532 $413K 0.01% +1,947 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,648 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,008 shares; 2025Q4: 7,764 shares; 2026Q1: 8,517 shares; 2026Q2: 8,455 shares 8,455 $412K 0.01% -62 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,877 shares; 2026Q1: 1,941 shares; 2026Q2: 2,198 shares 2,198 $411K 0.01% +257 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,044 shares 11,044 $410K 0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,970 shares; 2025Q1: not reported; 2025Q2: 2,862 shares; 2025Q3: 2,943 shares; 2025Q4: 3,823 shares; 2026Q1: 3,776 shares; 2026Q2: 4,049 shares 4,049 $409K 0.01% +273 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,354 shares; 2026Q2: 16,354 shares 16,354 $409K 0.01% 0 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 680 shares; 2026Q1: 622 shares; 2026Q2: 650 shares 650 $409K 0.01% +28 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; 2024Q3: restricted; 2024Q4: 672 shares; 2025Q1: 825 shares; 2025Q2: 865 shares; 2025Q3: 909 shares; 2025Q4: 888 shares; 2026Q1: 841 shares; 2026Q2: 722 shares 722 $409K 0.01% -119 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,545 shares 73,545 $408K 0.01% new 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; 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; 2026Q2: 4,234 shares 4,234 $408K 0.01% +918 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,243 shares; 2025Q1: 10,297 shares; 2025Q2: 10,355 shares; 2025Q3: 10,416 shares; 2025Q4: 11,080 shares; 2026Q1: 10,544 shares; 2026Q2: 7,160 shares 7,160 $408K 0.01% -3,384 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,082 shares; 2025Q1: 5,790 shares; 2025Q2: 5,897 shares; 2025Q3: 8,397 shares; 2025Q4: 8,397 shares; 2026Q1: 8,633 shares; 2026Q2: 7,437 shares 7,437 $407K 0.01% -1,196 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309 shares; 2025Q4: 358 shares; 2026Q1: 430 shares; 2026Q2: 518 shares 518 $405K 0.01% +88 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 860 shares; 2025Q3: 880 shares; 2025Q4: 915 shares; 2026Q1: 1,081 shares; 2026Q2: 1,209 shares 1,209 $405K 0.01% +128 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 1,530 shares; 2025Q4: 1,493 shares; 2026Q1: 1,725 shares; 2026Q2: 1,729 shares 1,729 $404K 0.01% +4 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,032 shares; 2025Q1: 1,977 shares; 2025Q2: 2,098 shares; 2025Q3: 2,126 shares; 2025Q4: 2,183 shares; 2026Q1: 2,209 shares; 2026Q2: 1,979 shares 1,979 $403K 0.01% -230 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,828 shares; 2025Q1: 7,741 shares; 2025Q2: 7,741 shares; 2025Q3: 7,741 shares; 2025Q4: 7,741 shares; 2026Q1: 7,681 shares; 2026Q2: 7,831 shares 7,831 $402K 0.01% +150 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,122 shares; 2025Q4: 2,152 shares; 2026Q1: 3,571 shares; 2026Q2: 4,111 shares 4,111 $402K 0.01% +540 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 779 shares; 2025Q2: 869 shares; 2025Q3: 885 shares; 2025Q4: not reported; 2026Q1: 783 shares; 2026Q2: 932 shares 932 $401K 0.01% +149 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,450 shares; 2025Q1: 11,309 shares; 2025Q2: 11,291 shares; 2025Q3: 10,756 shares; 2025Q4: 11,308 shares; 2026Q1: 10,586 shares; 2026Q2: 8,080 shares 8,080 $400K 0.01% -2,506 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,864 shares; 2025Q1: 1,944 shares; 2025Q2: 1,846 shares; 2025Q3: 2,060 shares; 2025Q4: 2,020 shares; 2026Q1: 2,000 shares; 2026Q2: 1,991 shares 1,991 $399K 0.01% -9 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,818 shares; 2026Q2: 2,899 shares 2,899 $398K 0.01% +81 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 616 shares; 2025Q2: 584 shares; 2025Q3: 620 shares; 2025Q4: 627 shares; 2026Q1: 635 shares; 2026Q2: 667 shares 667 $397K 0.01% +32 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 979 shares; 2026Q2: 1,052 shares 1,052 $392K 0.01% +73 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,282 shares; 2025Q3: 5,363 shares; 2025Q4: 5,536 shares; 2026Q1: 6,564 shares; 2026Q2: 6,723 shares 6,723 $392K 0.01% +159 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,635 shares; 2026Q1: 1,874 shares; 2026Q2: 2,129 shares 2,129 $391K 0.01% +255 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; 2024Q3: restricted; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 566 shares; 2026Q2: 566 shares 566 $390K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,208 shares; 2026Q1: 6,184 shares; 2026Q2: 4,966 shares 4,966 $390K 0.01% -1,218 Timeline GLIBK LIBERTY CAP CORP More: the full row for LIBERTY CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,246 shares 17,246 $387K 0.01% new 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; 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; 2026Q2: 22,395 shares 22,395 $385K 0.01% +186 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,018 shares 8,018 $384K 0.01% -495 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,871 shares; 2026Q2: 2,666 shares 2,666 $383K 0.01% +795 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; 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; 2026Q2: 12,604 shares 12,604 $383K 0.01% +218 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,183 shares; 2025Q1: 2,005 shares; 2025Q2: 1,954 shares; 2025Q3: 1,761 shares; 2025Q4: 1,496 shares; 2026Q1: 2,185 shares; 2026Q2: 2,751 shares 2,751 $382K 0.01% +566 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,463 shares 2,463 $380K 0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,257 shares; 2025Q1: 2,290 shares; 2025Q2: 2,441 shares; 2025Q3: 2,550 shares; 2025Q4: 2,555 shares; 2026Q1: 2,670 shares; 2026Q2: 2,708 shares 2,708 $380K 0.01% +38 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; 2024Q3: restricted; 2024Q4: 2,239 shares; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 1,000 shares; 2025Q4: 1,131 shares; 2026Q1: 1,169 shares; 2026Q2: 1,205 shares 1,205 $380K 0.01% +36 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,512 shares; 2025Q1: 6,788 shares; 2025Q2: 6,590 shares; 2025Q3: 6,882 shares; 2025Q4: 7,659 shares; 2026Q1: 5,603 shares; 2026Q2: 4,645 shares 4,645 $379K 0.01% -958 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; 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; 2026Q2: 2,598 shares 2,598 $377K 0.01% -837 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,345 shares; 2025Q3: 2,768 shares; 2025Q4: 2,952 shares; 2026Q1: 3,889 shares; 2026Q2: 3,600 shares 3,600 $377K 0.01% -289 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; 2024Q3: restricted; 2024Q4: 782 shares; 2025Q1: 783 shares; 2025Q2: 762 shares; 2025Q3: 722 shares; 2025Q4: 696 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $373K 0.01% 0 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; 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; 2026Q2: 1,938 shares 1,938 $368K 0.01% +239 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 454 shares; 2026Q1: 420 shares; 2026Q2: 448 shares 448 $367K 0.01% +28 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,315 shares; 2025Q2: 5,473 shares; 2025Q3: not reported; 2025Q4: 3,395 shares; 2026Q1: 4,045 shares; 2026Q2: 5,412 shares 5,412 $366K 0.01% +1,367 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,214 shares; 2025Q3: 7,312 shares; 2025Q4: 7,655 shares; 2026Q1: 8,076 shares; 2026Q2: 8,834 shares 8,834 $365K 0.01% +758 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 802 shares; 2025Q4: 855 shares; 2026Q1: 942 shares; 2026Q2: 1,068 shares 1,068 $365K 0.01% +126 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 510 shares; 2025Q4: 603 shares; 2026Q1: 722 shares; 2026Q2: 741 shares 741 $364K 0.01% +19 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,905 shares; 2026Q2: 4,487 shares 4,487 $364K 0.01% +582 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,350 shares; 2025Q1: 3,362 shares; 2025Q2: 3,499 shares; 2025Q3: 3,200 shares; 2025Q4: 3,482 shares; 2026Q1: 3,459 shares; 2026Q2: 4,047 shares 4,047 $363K 0.01% +588 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,065 shares; 2025Q1: 3,090 shares; 2025Q2: 3,171 shares; 2025Q3: 3,291 shares; 2025Q4: 3,223 shares; 2026Q1: 3,074 shares; 2026Q2: 3,155 shares 3,155 $363K 0.01% +81 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,135 shares; 2026Q1: 1,277 shares; 2026Q2: 1,827 shares 1,827 $360K 0.01% +550 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,538 shares; 2026Q2: 3,074 shares 3,074 $359K 0.01% +536 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; 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; 2026Q2: 3,900 shares 3,900 $358K 0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 551 shares; 2025Q4: 582 shares; 2026Q1: 641 shares; 2026Q2: 655 shares 655 $358K 0.01% +14 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,166 shares; 2025Q1: 9,000 shares; 2025Q2: 9,410 shares; 2025Q3: 10,500 shares; 2025Q4: 9,900 shares; 2026Q1: 9,377 shares; 2026Q2: 8,006 shares 8,006 $356K 0.01% -1,371 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,196 shares; 2026Q1: 2,196 shares; 2026Q2: 3,540 shares 3,540 $356K 0.01% +1,344 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; 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; 2026Q2: 15,036 shares 15,036 $354K 0.01% -58 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,247 shares; 2026Q2: 2,808 shares 2,808 $354K 0.01% -439 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,073 shares; 2026Q1: 1,076 shares; 2026Q2: 1,076 shares 1,076 $354K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,109 shares; 2025Q1: 2,549 shares; 2025Q2: 2,865 shares; 2025Q3: 1,942 shares; 2025Q4: 1,898 shares; 2026Q1: 2,929 shares; 2026Q2: 1,908 shares 1,908 $354K 0.01% -1,021 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; 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; 2026Q2: 24,204 shares 24,204 $350K 0.01% -1,655 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,722 shares; 2025Q1: 11,415 shares; 2025Q2: 11,442 shares; 2025Q3: 11,445 shares; 2025Q4: 12,131 shares; 2026Q1: 11,909 shares; 2026Q2: 10,788 shares 10,788 $349K 0.01% -1,121 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; 2024Q3: restricted; 2024Q4: 294 shares; 2025Q1: 323 shares; 2025Q2: 294 shares; 2025Q3: 251 shares; 2025Q4: 261 shares; 2026Q1: 237 shares; 2026Q2: 279 shares 279 $349K 0.01% +42 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,659 shares; 2025Q3: 6,659 shares; 2025Q4: 6,659 shares; 2026Q1: 6,659 shares; 2026Q2: 6,659 shares 6,659 $347K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,553 shares; 2026Q1: 3,056 shares; 2026Q2: 3,202 shares 3,202 $346K 0.01% +146 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 1,624 shares; 2025Q4: 1,750 shares; 2026Q1: 2,436 shares; 2026Q2: 2,215 shares 2,215 $346K 0.01% -221 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,015 shares 1,015 $346K 0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,086 shares 2,086 $346K 0.01% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,851 shares; 2026Q2: 8,881 shares 8,881 $345K 0.01% +2,030 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,516 shares 4,516 $344K 0.01% +338 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; 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; 2026Q2: 14,488 shares 14,488 $343K 0.01% -4,397 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,327 shares; 2026Q2: 2,361 shares 2,361 $343K 0.01% +34 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,053 shares; 2026Q2: 2,505 shares 2,505 $342K 0.01% +452 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,427 shares 12,427 $342K 0.01% -1,797 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 2,778 shares; 2025Q3: 2,866 shares; 2025Q4: 2,869 shares; 2026Q1: 2,869 shares; 2026Q2: 2,782 shares 2,782 $341K 0.01% -87 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,400 shares; 2025Q1: 7,606 shares; 2025Q2: 6,930 shares; 2025Q3: 5,519 shares; 2025Q4: 5,434 shares; 2026Q1: 5,580 shares; 2026Q2: 4,647 shares 4,647 $340K 0.01% -933 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: 158 shares; 2025Q4: 162 shares; 2026Q1: 159 shares; 2026Q2: 183 shares 183 $339K 0.01% +24 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,962 shares; 2025Q1: not reported; 2025Q2: 1,105 shares; 2025Q3: 1,151 shares; 2025Q4: 1,155 shares; 2026Q1: 1,194 shares; 2026Q2: 1,178 shares 1,178 $337K 0.01% -16 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,145 shares; 2026Q2: 3,145 shares 3,145 $334K 0.01% 0 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; 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; 2026Q2: 7,433 shares 7,433 $332K 0.01% +295 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,653 shares; 2025Q4: 3,774 shares; 2026Q1: 3,984 shares; 2026Q2: 3,722 shares 3,722 $332K 0.01% -262 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,163 shares; 2026Q1: 2,087 shares; 2026Q2: 2,101 shares 2,101 $331K 0.01% +14 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,454 shares 7,454 $331K 0.01% +1,710 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,567 shares; 2026Q2: 2,117 shares 2,117 $329K 0.01% +550 Timeline AMSF AMERISAFE INC More: the full row for AMERISAFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,520 shares 9,520 $328K 0.01% new Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,581 shares 3,581 $327K 0.01% new Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,736 shares 6,736 $326K 0.01% new 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; 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; 2026Q2: 6,565 shares 6,565 $326K 0.01% +47 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,087 shares; 2025Q4: 4,027 shares; 2026Q1: 3,859 shares; 2026Q2: 5,453 shares 5,453 $325K 0.01% +1,594 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,822 shares 4,822 $322K 0.01% new 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; 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; 2026Q2: 5,740 shares 5,740 $321K 0.01% -69 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,133 shares; 2025Q1: 3,930 shares; 2025Q2: 3,825 shares; 2025Q3: not reported; 2025Q4: 2,233 shares; 2026Q1: 2,442 shares; 2026Q2: 2,844 shares 2,844 $320K 0.01% +402 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,046 shares; 2026Q2: 4,186 shares 4,186 $320K 0.01% +1,140 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,026 shares; 2025Q1: 3,947 shares; 2025Q2: 4,054 shares; 2025Q3: 4,090 shares; 2025Q4: 4,278 shares; 2026Q1: 4,429 shares; 2026Q2: 2,559 shares 2,559 $319K 0.01% -1,870 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,176 shares 2,176 $319K 0.01% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: 1,338 shares; 2026Q2: 1,450 shares 1,450 $318K 0.01% +112 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,036 shares; 2026Q2: 4,418 shares 4,418 $317K 0.01% +382 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,573 shares 7,573 $317K 0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,578 shares; 2026Q2: 4,231 shares 4,231 $317K 0.01% +653 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,395 shares; 2025Q1: 6,395 shares; 2025Q2: 6,945 shares; 2025Q3: 4,739 shares; 2025Q4: 4,816 shares; 2026Q1: 4,410 shares; 2026Q2: 4,036 shares 4,036 $316K 0.01% -374 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,252 shares 1,252 $315K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,262 shares; 2026Q2: 3,918 shares 3,918 $315K 0.01% +656 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,260 shares; 2026Q2: 7,298 shares 7,298 $315K 0.01% -962 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares; 2026Q1: 1,604 shares; 2026Q2: 1,604 shares 1,604 $315K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,921 shares 2,921 $314K 0.01% +140 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,359 shares; 2025Q1: 17,160 shares; 2025Q2: 16,942 shares; 2025Q3: 16,254 shares; 2025Q4: 17,043 shares; 2026Q1: 14,222 shares; 2026Q2: 12,111 shares 12,111 $312K 0.01% -2,111 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; 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; 2026Q2: 2,771 shares 2,771 $311K 0.01% +279 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; 2024Q3: restricted; 2024Q4: 876 shares; 2025Q1: 920 shares; 2025Q2: 929 shares; 2025Q3: 912 shares; 2025Q4: 984 shares; 2026Q1: 1,037 shares; 2026Q2: 1,115 shares 1,115 $309K 0.01% +78 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,574 shares; 2025Q3: 2,613 shares; 2025Q4: 2,474 shares; 2026Q1: 2,579 shares; 2026Q2: 2,729 shares 2,729 $308K 0.01% +150 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; 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; 2026Q2: 3,471 shares 3,471 $306K 0.01% +72 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 985 shares; 2025Q4: 997 shares; 2026Q1: 1,037 shares; 2026Q2: 1,045 shares 1,045 $305K 0.01% +8 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,315 shares; 2026Q2: 13,315 shares 13,315 $304K 0.01% 0 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; 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; 2026Q2: 2,763 shares 2,763 $304K 0.01% +470 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: 707 shares; 2026Q2: 755 shares 755 $303K 0.01% +48 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,749 shares; 2025Q4: 2,799 shares; 2026Q1: 2,855 shares; 2026Q2: 3,040 shares 3,040 $303K 0.01% +185 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,310 shares; 2025Q1: not reported; 2025Q2: 1,423 shares; 2025Q3: 1,519 shares; 2025Q4: 1,513 shares; 2026Q1: not reported; 2026Q2: 2,474 shares 2,474 $301K 0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,955 shares; 2025Q1: 4,711 shares; 2025Q2: 4,092 shares; 2025Q3: 4,473 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,927 shares 7,927 $301K 0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 796 shares 796 $300K 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,008 shares; 2025Q3: 8,006 shares; 2025Q4: 7,304 shares; 2026Q1: 7,850 shares; 2026Q2: 8,372 shares 8,372 $300K 0.01% +522 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,407 shares; 2026Q1: 5,565 shares; 2026Q2: 7,680 shares 7,680 $299K 0.01% +2,115 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,928 shares; 2025Q2: 8,122 shares; 2025Q3: 8,272 shares; 2025Q4: 8,385 shares; 2026Q1: 8,411 shares; 2026Q2: 8,990 shares 8,990 $299K 0.01% +579 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,174 shares; 2025Q1: 3,132 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 3,151 shares; 2026Q1: 3,151 shares; 2026Q2: 3,153 shares 3,153 $298K 0.01% +2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,250 shares; 2026Q2: 6,250 shares 6,250 $298K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,623 shares; 2026Q1: 1,641 shares; 2026Q2: 1,676 shares 1,676 $297K 0.01% +35 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 513 shares 513 $297K 0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,084 shares 3,084 $296K 0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,925 shares; 2025Q1: 11,268 shares; 2025Q2: 11,376 shares; 2025Q3: 11,420 shares; 2025Q4: 12,063 shares; 2026Q1: 11,548 shares; 2026Q2: 10,713 shares 10,713 $294K 0.01% -835 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,460 shares 3,460 $292K 0.01% +157 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,725 shares 5,725 $291K 0.01% new 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; 2024Q3: restricted; 2024Q4: 8,883 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,793 shares; 2025Q4: 7,750 shares; 2026Q1: 8,926 shares; 2026Q2: 9,344 shares 9,344 $290K 0.01% +418 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,644 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,139 shares 3,139 $288K 0.01% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 979 shares 979 $287K 0.01% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,779 shares 22,779 $287K 0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: not reported; 2026Q2: 1,918 shares 1,918 $287K 0.01% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,232 shares 12,232 $287K 0.01% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,919 shares; 2025Q3: 1,905 shares; 2025Q4: 1,979 shares; 2026Q1: 1,929 shares; 2026Q2: 1,913 shares 1,913 $287K 0.01% -16 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,246 shares; 2025Q1: 2,236 shares; 2025Q2: 2,262 shares; 2025Q3: 2,238 shares; 2025Q4: 2,372 shares; 2026Q1: 2,268 shares; 2026Q2: 1,618 shares 1,618 $285K 0.01% -650 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; 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; 2026Q2: 2,845 shares 2,845 $284K 0.01% +154 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,762 shares 1,762 $283K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784 shares; 2026Q2: 930 shares 930 $283K 0.01% +146 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 671 shares; 2026Q1: 732 shares; 2026Q2: 771 shares 771 $283K 0.01% +39 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,151 shares; 2025Q3: 3,151 shares; 2025Q4: 3,417 shares; 2026Q1: 3,151 shares; 2026Q2: 3,152 shares 3,152 $282K 0.01% +1 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,134 shares; 2025Q1: not reported; 2025Q2: 7,518 shares; 2025Q3: 8,015 shares; 2025Q4: 8,811 shares; 2026Q1: 8,665 shares; 2026Q2: 7,158 shares 7,158 $281K 0.01% -1,507 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,197 shares; 2026Q1: 10,759 shares; 2026Q2: 9,585 shares 9,585 $280K 0.01% -1,174 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,414 shares; 2026Q1: 13,414 shares; 2026Q2: 13,414 shares 13,414 $279K 0.01% 0 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; 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; 2026Q2: 30,373 shares 30,373 $279K 0.01% +817 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,864 shares 1,864 $279K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,939 shares; 2026Q1: 41,565 shares; 2026Q2: 43,673 shares 43,673 $279K 0.01% +2,108 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; 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; 2026Q2: 14,142 shares 14,142 $278K 0.01% -10,170 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,320 shares; 2025Q1: 5,439 shares; 2025Q2: 5,170 shares; 2025Q3: 5,049 shares; 2025Q4: 3,965 shares; 2026Q1: 2,212 shares; 2026Q2: 1,231 shares 1,231 $275K 0.01% -981 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,553 shares; 2025Q1: 16,108 shares; 2025Q2: 18,879 shares; 2025Q3: 19,732 shares; 2025Q4: 20,724 shares; 2026Q1: 18,521 shares; 2026Q2: 13,203 shares 13,203 $275K 0.01% -5,318 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,644 shares 5,644 $275K 0.01% +1,585 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; 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; 2026Q2: 12,570 shares 12,570 $274K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,299 shares 2,299 $274K 0.01% new 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; 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; 2026Q2: 5,610 shares 5,610 $274K 0.01% -976 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 673 shares; 2026Q2: 673 shares 673 $274K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 921 shares; 2026Q2: 1,018 shares 1,018 $274K 0.01% +97 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,014 shares 2,014 $274K 0.01% new Timeline NIQ NIQ GLOBAL INTELLIGENCE PLC More: the full row for NIQ GLOBAL INTELLIGENCE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,310 shares 24,310 $273K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,026 shares 2,026 $273K 0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,073 shares 1,073 $273K 0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,667 shares; 2026Q1: 1,840 shares; 2026Q2: 2,154 shares 2,154 $272K 0.01% +314 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; 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; 2026Q2: 4,188 shares 4,188 $271K 0.01% -1,331 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,957 shares; 2025Q3: 2,086 shares; 2025Q4: 1,991 shares; 2026Q1: 2,116 shares; 2026Q2: 2,489 shares 2,489 $269K 0.01% +373 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 915 shares; 2026Q1: not reported; 2026Q2: 1,179 shares 1,179 $269K 0.01% new Timeline FRHC FREEDOM HOLDING CORP More: the full row for FREEDOM HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,613 shares 1,613 $268K 0.01% new 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; 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; 2026Q2: 1,311 shares 1,311 $268K 0.01% +232 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,558 shares; 2025Q3: 4,558 shares; 2025Q4: 4,558 shares; 2026Q1: 4,558 shares; 2026Q2: 4,558 shares 4,558 $267K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,962 shares; 2025Q4: 15,091 shares; 2026Q1: 15,650 shares; 2026Q2: 14,956 shares 14,956 $266K 0.01% -694 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,466 shares; 2026Q2: 3,512 shares 3,512 $265K 0.01% +46 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,229 shares; 2025Q3: 2,366 shares; 2025Q4: 2,347 shares; 2026Q1: not reported; 2026Q2: 2,236 shares 2,236 $265K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,183 shares 2,183 $265K 0.01% -394 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,874 shares 7,874 $264K 0.01% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,315 shares 2,315 $264K 0.01% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 345 shares 345 $264K 0.01% new Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,590 shares 3,590 $263K 0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,863 shares 1,863 $262K 0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,954 shares 2,954 $262K 0.01% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 781 shares 781 $262K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,442 shares; 2026Q2: 23,818 shares 23,818 $261K 0.01% +9,376 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares; 2026Q2: 3,822 shares 3,822 $261K 0.01% -727 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,380 shares; 2026Q2: 1,346 shares 1,346 $260K 0.01% -34 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares; 2025Q4: 1,292 shares; 2026Q1: 1,502 shares; 2026Q2: 1,399 shares 1,399 $260K 0.01% -103 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 122 shares; 2025Q4: 112 shares; 2026Q1: 117 shares; 2026Q2: 133 shares 133 $259K 0.01% +16 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 928 shares 928 $259K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,927 shares; 2025Q1: 2,058 shares; 2025Q2: 2,054 shares; 2025Q3: 2,034 shares; 2025Q4: 2,366 shares; 2026Q1: 2,685 shares; 2026Q2: 1,632 shares 1,632 $258K 0.01% -1,053 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; 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; 2026Q2: 6,179 shares 6,179 $257K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 16,541 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,860 shares; 2026Q2: 13,396 shares 13,396 $257K 0.01% +2,536 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,864 shares 5,864 $256K 0.01% -943 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,990 shares 4,990 $256K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,021 shares; 2025Q1: 3,632 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,125 shares 3,125 $256K 0.01% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,041 shares 17,041 $255K 0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,231 shares; 2025Q2: 3,165 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,121 shares; 2026Q2: 3,406 shares 3,406 $255K 0.01% -715 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; 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; 2026Q2: 1,768 shares 1,768 $255K 0.01% +152 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 542 shares; 2025Q3: not reported; 2025Q4: 733 shares; 2026Q1: 780 shares; 2026Q2: 769 shares 769 $254K 0.01% -11 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,855 shares; 2025Q1: 5,269 shares; 2025Q2: 4,146 shares; 2025Q3: 4,152 shares; 2025Q4: 4,355 shares; 2026Q1: 4,390 shares; 2026Q2: 4,997 shares 4,997 $253K 0.01% +607 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,175 shares 5,175 $253K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,631 shares; 2025Q4: 4,746 shares; 2026Q1: 4,631 shares; 2026Q2: 4,631 shares 4,631 $253K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 4,395 shares; 2025Q1: not reported; 2025Q2: 3,320 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,731 shares; 2026Q2: 5,379 shares 5,379 $252K 0.01% +648 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,757 shares; 2026Q2: 5,784 shares 5,784 $252K 0.01% +27 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares; 2026Q2: 1,363 shares 1,363 $251K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,150 shares; 2026Q2: 8,150 shares 8,150 $250K 0.01% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,429 shares 7,429 $250K 0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,247 shares; 2025Q1: 26,033 shares; 2025Q2: 25,309 shares; 2025Q3: 24,665 shares; 2025Q4: 28,004 shares; 2026Q1: 26,540 shares; 2026Q2: 23,865 shares 23,865 $250K 0.01% -2,675 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,932 shares; 2025Q4: 35,969 shares; 2026Q1: 39,316 shares; 2026Q2: 36,809 shares 36,809 $250K 0.01% -2,507 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; 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; 2026Q2: 20,557 shares 20,557 $250K 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; 2024Q3: restricted; 2024Q4: 2,918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,147 shares; 2025Q4: 2,147 shares; 2026Q1: 2,147 shares; 2026Q2: 2,147 shares 2,147 $250K 0.01% 0 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,568 shares 11,568 $250K 0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,164 shares 1,164 $249K 0.01% new Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,383 shares 7,383 $249K 0.01% new Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,771 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,297 shares 5,297 $248K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,448 shares; 2025Q4: 11,448 shares; 2026Q1: 11,448 shares; 2026Q2: 11,448 shares 11,448 $248K 0.01% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,538 shares; 2026Q2: 1,644 shares 1,644 $247K 0.01% +106 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,789 shares; 2025Q4: 11,036 shares; 2026Q1: 11,121 shares; 2026Q2: 5,802 shares 5,802 $247K 0.01% -5,319 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,750 shares; 2026Q2: 5,260 shares 5,260 $247K 0.01% +510 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,870 shares; 2026Q2: 8,870 shares 8,870 $245K 0.01% 0 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; 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; 2026Q2: 12,495 shares 12,495 $245K 0.01% -2,430 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,699 shares; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,716 shares; 2026Q1: 1,716 shares; 2026Q2: 1,717 shares 1,717 $245K 0.01% +1 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,002 shares 3,002 $243K 0.01% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,115 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,763 shares 9,763 $243K 0.01% new 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; 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; 2026Q2: 2,160 shares 2,160 $243K 0.01% -770 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,690 shares 20,690 $242K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,466 shares; 2025Q2: 1,665 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,367 shares; 2026Q2: 1,349 shares 1,349 $242K 0.01% -18 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares; 2026Q1: 1,289 shares; 2026Q2: 1,644 shares 1,644 $241K 0.01% +355 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; 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; 2026Q2: 1,773 shares 1,773 $241K 0.01% -742 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares; 2026Q2: 1,335 shares 1,335 $240K 0.01% +35 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,047 shares 2,047 $239K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,511 shares; 2026Q1: 35,639 shares; 2026Q2: 35,977 shares 35,977 $238K 0.01% +338 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,745 shares; 2026Q2: 16,077 shares 16,077 $238K 0.01% +4,332 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; 2024Q3: restricted; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 1,182 shares; 2025Q3: 1,183 shares; 2025Q4: 1,179 shares; 2026Q1: 533 shares; 2026Q2: 2,666 shares 2,666 $237K 0.01% +2,133 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,642 shares 1,642 $237K 0.01% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,294 shares; 2025Q4: 6,360 shares; 2026Q1: 12,632 shares; 2026Q2: 5,184 shares 5,184 $236K 0.01% -7,448 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 734 shares 734 $236K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,120 shares 8,120 $236K 0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 412 shares; 2025Q1: 529 shares; 2025Q2: 536 shares; 2025Q3: 413 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 759 shares 759 $235K 0.01% new 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; 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; 2026Q2: 3,440 shares 3,440 $234K 0.01% -1 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,573 shares; 2026Q1: 2,102 shares; 2026Q2: 1,970 shares 1,970 $233K 0.01% -132 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,978 shares; 2026Q2: 9,384 shares 9,384 $233K 0.01% -1,594 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,860 shares; 2026Q1: 4,136 shares; 2026Q2: 3,757 shares 3,757 $232K 0.01% -379 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,430 shares 1,430 $231K 0.01% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,801 shares 2,801 $231K 0.01% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,884 shares; 2025Q3: 4,435 shares; 2025Q4: 5,374 shares; 2026Q1: 4,489 shares; 2026Q2: 4,255 shares 4,255 $230K 0.01% -234 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares; 2026Q1: 2,088 shares; 2026Q2: 2,088 shares 2,088 $230K 0.01% 0 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares; 2026Q2: 1,211 shares 1,211 $229K 0.01% +6 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,679 shares 17,679 $228K 0.01% new Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,517 shares 1,517 $228K 0.01% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,145 shares 4,145 $227K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,830 shares; 2026Q1: 2,931 shares; 2026Q2: 2,748 shares 2,748 $227K 0.01% -183 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,731 shares; 2026Q2: 21,731 shares 21,731 $227K 0.01% 0 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,172 shares 3,172 $226K 0.01% new Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,963 shares; 2025Q1: 8,578 shares; 2025Q2: 8,850 shares; 2025Q3: 9,144 shares; 2025Q4: 7,738 shares; 2026Q1: not reported; 2026Q2: 7,312 shares 7,312 $226K 0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,374 shares; 2026Q2: 1,157 shares 1,157 $226K 0.01% -217 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,442 shares; 2026Q1: 4,536 shares; 2026Q2: 4,538 shares 4,538 $225K 0.01% +2 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 801 shares 801 $224K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,627 shares; 2026Q2: 3,729 shares 3,729 $224K 0.01% +102 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,902 shares; 2025Q1: 13,159 shares; 2025Q2: 13,735 shares; 2025Q3: 13,854 shares; 2025Q4: 7,872 shares; 2026Q1: 9,591 shares; 2026Q2: 4,618 shares 4,618 $223K 0.01% -4,973 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,648 shares; 2025Q1: 10,727 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,667 shares; 2026Q2: 9,202 shares 9,202 $223K 0.01% -1,465 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,237 shares 2,237 $222K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,482 shares; 2025Q3: 4,733 shares; 2025Q4: 4,347 shares; 2026Q1: 5,636 shares; 2026Q2: 4,789 shares 4,789 $220K 0.01% -847 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,927 shares; 2026Q2: 3,951 shares 3,951 $219K 0.01% +24 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,607 shares; 2025Q1: 9,116 shares; 2025Q2: 9,213 shares; 2025Q3: 10,408 shares; 2025Q4: 4,784 shares; 2026Q1: not reported; 2026Q2: 5,538 shares 5,538 $219K 0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,736 shares; 2025Q4: 8,360 shares; 2026Q1: 20,449 shares; 2026Q2: 8,351 shares 8,351 $219K 0.01% -12,098 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,656 shares; 2026Q2: 2,749 shares 2,749 $219K 0.01% +93 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: 1,158 shares; 2026Q1: 1,516 shares; 2026Q2: 1,260 shares 1,260 $219K 0.01% -256 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,211 shares; 2025Q1: not reported; 2025Q2: 949 shares; 2025Q3: 944 shares; 2025Q4: 967 shares; 2026Q1: 1,092 shares; 2026Q2: 1,117 shares 1,117 $219K 0.01% +25 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; 2024Q3: restricted; 2024Q4: 1,405 shares; 2025Q1: 1,496 shares; 2025Q2: 1,566 shares; 2025Q3: 1,188 shares; 2025Q4: 973 shares; 2026Q1: 647 shares; 2026Q2: 613 shares 613 $218K 0.01% -34 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,186 shares; 2025Q1: 4,539 shares; 2025Q2: 4,655 shares; 2025Q3: 4,708 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,617 shares 4,617 $217K 0.01% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,748 shares 4,748 $216K 0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 613 shares 613 $215K 0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,775 shares 6,775 $215K 0.01% new 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; 2024Q3: restricted; 2024Q4: 11,602 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,732 shares; 2026Q1: 11,143 shares; 2026Q2: 11,616 shares 11,616 $214K 0.01% +473 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,568 shares 2,568 $214K 0.01% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,326 shares 1,326 $214K 0.01% -418 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 723 shares; 2025Q1: 874 shares; 2025Q2: 884 shares; 2025Q3: 733 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 667 shares 667 $214K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,445 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,421 shares 1,421 $214K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 947 shares; 2025Q4: 931 shares; 2026Q1: 944 shares; 2026Q2: 928 shares 928 $211K 0.01% -16 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,141 shares; 2026Q2: 1,196 shares 1,196 $211K 0.01% +55 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,002 shares 1,002 $210K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,966 shares; 2026Q2: 3,977 shares 3,977 $210K 0.01% +11 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 971 shares 971 $210K 0.01% -227 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,451 shares; 2025Q1: 3,574 shares; 2025Q2: 3,686 shares; 2025Q3: 3,633 shares; 2025Q4: 3,780 shares; 2026Q1: 2,680 shares; 2026Q2: 2,300 shares 2,300 $208K 0.01% -380 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,768 shares 1,768 $208K 0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,450 shares 4,450 $208K 0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 646 shares 646 $208K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,139 shares; 2025Q1: 3,527 shares; 2025Q2: 3,536 shares; 2025Q3: 4,113 shares; 2025Q4: 3,101 shares; 2026Q1: 4,751 shares; 2026Q2: 2,194 shares 2,194 $208K 0.01% -2,557 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,174 shares 2,174 $208K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 990 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,778 shares; 2025Q4: 1,551 shares; 2026Q1: not reported; 2026Q2: 1,354 shares 1,354 $206K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,253 shares; 2026Q1: 5,253 shares; 2026Q2: 5,253 shares 5,253 $205K 0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,525 shares; 2025Q4: 3,119 shares; 2026Q1: not reported; 2026Q2: 3,942 shares 3,942 $205K 0.01% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,128 shares 4,128 $205K 0.01% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares 491 $204K 0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 910 shares; 2025Q1: 1,577 shares; 2025Q2: 1,437 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,291 shares 2,291 $204K 0.01% new Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 322 shares 322 $203K 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; 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; 2026Q2: 6,296 shares 6,296 $203K 0.01% +1,231 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,538 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 975 shares 975 $203K 0.01% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,588 shares; 2025Q3: 1,687 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,288 shares 1,288 $202K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,582 shares; 2025Q4: 11,010 shares; 2026Q1: 11,898 shares; 2026Q2: 12,875 shares 12,875 $201K 0.01% +977 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,491 shares; 2026Q2: 4,759 shares 4,759 $201K 0.01% -2,732 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,207 shares 5,207 $201K 0.01% new Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,377 shares 3,377 $201K 0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,624 shares; 2025Q3: 2,775 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,321 shares 3,321 $201K 0.01% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,294 shares 1,294 $200K 0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 44,442 shares 44,442 $200K 0.01% -27,558 Timeline FVD 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,091 shares 4,091 $200K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,023 shares; 2026Q2: 11,023 shares 11,023 $200K 0.01% 0 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,172 shares; 2025Q1: not reported; 2025Q2: 29,094 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,544 shares; 2026Q2: 13,544 shares 13,544 $197K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,886 shares; 2026Q2: 13,886 shares 13,886 $196K 0.01% 0 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; 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; 2026Q2: 12,147 shares 12,147 $188K 0.01% -1,463 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,628 shares 16,628 $181K <0.01% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,451 shares 17,451 $179K <0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,049 shares; 2025Q1: not reported; 2025Q2: 13,318 shares; 2025Q3: 32,775 shares; 2025Q4: 28,728 shares; 2026Q1: not reported; 2026Q2: 12,326 shares 12,326 $170K <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; 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; 2026Q2: 27,983 shares 27,983 $168K <0.01% -5,422 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,329 shares 40,329 $166K <0.01% new Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,919 shares 24,919 $164K <0.01% +2,032 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,500 shares 21,500 $147K <0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100,539 shares; 2025Q1: 45,557 shares; 2025Q2: 152,118 shares; 2025Q3: 116,058 shares; 2025Q4: 27,889 shares; 2026Q1: not reported; 2026Q2: 10,055 shares 10,055 $136K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $129K <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 27,571 shares 27,571 $129K <0.01% +71 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,862 shares 10,862 $121K <0.01% new 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; 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; 2026Q2: 17,009 shares 17,009 $99.7K <0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,713 shares 11,713 $97.7K <0.01% new 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; 2024Q3: restricted; 2024Q4: 57,862 shares; 2025Q1: not reported; 2025Q2: 49,544 shares; 2025Q3: 33,681 shares; 2025Q4: not reported; 2026Q1: 19,491 shares; 2026Q2: 18,772 shares 18,772 $97.1K <0.01% -719 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,228 shares; 2026Q2: 13,796 shares 13,796 $81.7K <0.01% +2,568 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; 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; 2026Q2: 18,943 shares 18,943 $67.4K <0.01% 0 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; 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; 2026Q2: 20,768 shares 20,768 $43.2K <0.01% -838 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,114 shares; 2025Q1: 14,386 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,486 shares 12,486 $36.5K <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; 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; 2026Q2: 13,442 shares 13,442 $34.4K <0.01% -3,506 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; 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; 2026Q2: 15,010 shares 15,010 $30.8K <0.01% -4,563 Timeline OCGN OCUGEN INC More: the full row for OCUGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,765 shares 14,765 $21.7K <0.01% 0 Timeline