AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,336 shares; 2024Q4: 113,812 shares; 2025Q1: 108,999 shares; 2025Q2: 108,482 shares; 2025Q3: 110,725 shares; 2025Q4: 110,385 shares; 2026Q1: 113,402 shares 113,402 $28.8M 5.3% +3,017 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,447 shares; 2024Q4: 134,921 shares; 2025Q1: 150,277 shares; 2025Q2: 148,725 shares; 2025Q3: 149,498 shares; 2025Q4: 148,039 shares; 2026Q1: 146,429 shares 146,429 $25.5M 4.7% -1,610 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,718 shares; 2024Q4: 97,730 shares; 2025Q1: 98,320 shares; 2025Q2: 84,834 shares; 2025Q3: 84,918 shares; 2025Q4: 83,844 shares; 2026Q1: 84,684 shares 84,684 $24.4M 4.48% +840 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,871 shares; 2024Q4: 54,272 shares; 2025Q1: 52,966 shares; 2025Q2: 51,878 shares; 2025Q3: 50,640 shares; 2025Q4: 48,323 shares; 2026Q1: 45,512 shares 45,512 $19.6M 3.6% -2,811 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,468 shares; 2024Q4: 73,830 shares; 2025Q1: 62,827 shares; 2025Q2: 61,586 shares; 2025Q3: 59,266 shares; 2025Q4: 54,879 shares; 2026Q1: 50,107 shares 50,107 $15.5M 2.85% -4,772 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,244 shares; 2024Q4: 66,102 shares; 2025Q1: 69,613 shares; 2025Q2: 70,926 shares; 2025Q3: 71,657 shares; 2025Q4: 71,786 shares; 2026Q1: 73,849 shares 73,849 $15.4M 2.83% +2,063 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,532 shares; 2024Q4: 40,714 shares; 2025Q1: 40,461 shares; 2025Q2: 38,640 shares; 2025Q3: 39,356 shares; 2025Q4: 39,618 shares; 2026Q1: 40,138 shares 40,138 $14.9M 2.73% +520 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 216,799 shares; 2025Q2: 273,923 shares; 2025Q3: 278,742 shares; 2025Q4: 279,246 shares; 2026Q1: 284,226 shares 284,226 $13.9M 2.56% +4,980 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,184 shares; 2024Q4: 46,224 shares; 2025Q1: 45,544 shares; 2025Q2: 45,400 shares; 2025Q3: 45,035 shares; 2025Q4: 43,153 shares; 2026Q1: 42,322 shares 42,322 $12.4M 2.29% -831 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,660 shares; 2024Q4: 410,052 shares; 2025Q1: 453,720 shares; 2025Q2: 449,523 shares; 2025Q3: 460,741 shares; 2025Q4: 488,649 shares; 2026Q1: 503,560 shares 503,560 $12.2M 2.25% +14,911 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,802 shares; 2024Q4: 84,475 shares; 2025Q1: 94,186 shares; 2025Q2: 92,820 shares; 2025Q3: 112,663 shares; 2025Q4: 118,851 shares; 2026Q1: 119,668 shares 119,668 $11.4M 2.09% +817 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,388 shares; 2024Q4: 220,330 shares; 2025Q1: 214,461 shares; 2025Q2: 209,536 shares; 2025Q3: 220,816 shares; 2025Q4: 220,467 shares; 2026Q1: 220,081 shares 220,081 $11.3M 2.07% -386 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365,695 shares; 2025Q2: 389,974 shares; 2025Q3: 396,523 shares; 2025Q4: 391,483 shares; 2026Q1: 403,651 shares 403,651 $10.7M 1.98% +12,168 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 10,765 shares; 2025Q1: 11,835 shares; 2025Q2: 11,907 shares; 2025Q3: 12,002 shares; 2025Q4: 12,174 shares; 2026Q1: 12,171 shares 12,171 $10.3M 1.89% -3 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,576 shares; 2024Q4: 39,774 shares; 2025Q1: 45,498 shares; 2025Q2: 46,163 shares; 2025Q3: 39,296 shares; 2025Q4: 36,391 shares; 2026Q1: 35,297 shares 35,297 $9.94M 1.83% -1,094 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,269 shares; 2025Q1: 106,105 shares; 2025Q2: 135,181 shares; 2025Q3: 148,613 shares; 2025Q4: 165,014 shares; 2026Q1: 182,977 shares 182,977 $9.22M 1.7% +17,963 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345,102 shares; 2025Q3: 354,610 shares; 2025Q4: 372,950 shares; 2026Q1: 382,846 shares 382,846 $9.18M 1.69% +9,896 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,416 shares; 2024Q4: 10,331 shares; 2025Q1: 10,284 shares; 2025Q2: 10,269 shares; 2025Q3: 10,208 shares; 2025Q4: 95,482 shares; 2026Q1: 93,344 shares 93,344 $8.98M 1.65% -2,138 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,278 shares; 2024Q4: 14,718 shares; 2025Q1: 18,315 shares; 2025Q2: 19,441 shares; 2025Q3: 20,266 shares; 2025Q4: 20,326 shares; 2026Q1: 22,431 shares 22,431 $7.58M 1.4% +2,105 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,007 shares; 2024Q4: 7,863 shares; 2025Q1: 7,731 shares; 2025Q2: 7,582 shares; 2025Q3: 7,479 shares; 2025Q4: 7,204 shares; 2026Q1: 7,157 shares 7,157 $7.13M 1.31% -47 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,086 shares; 2025Q2: 77,353 shares; 2025Q3: 78,978 shares; 2025Q4: 78,570 shares; 2026Q1: 75,790 shares 75,790 $6.96M 1.28% -2,780 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 9,736 shares; 2025Q1: 9,613 shares; 2025Q2: 11,392 shares; 2025Q3: 14,492 shares; 2025Q4: 14,433 shares; 2026Q1: 43,121 shares 43,121 $6.91M 1.27% +28,688 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,686 shares; 2024Q4: 41,401 shares; 2025Q1: 49,810 shares; 2025Q2: 50,062 shares; 2025Q3: 50,790 shares; 2025Q4: 49,904 shares; 2026Q1: 49,355 shares 49,355 $6.13M 1.13% -549 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,209 shares; 2025Q2: 140,391 shares; 2025Q3: 148,160 shares; 2025Q4: 153,512 shares; 2026Q1: 159,685 shares 159,685 $6.11M 1.12% +6,173 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,457 shares; 2024Q4: 57,809 shares; 2025Q1: 50,908 shares; 2025Q2: 46,102 shares; 2025Q3: 44,336 shares; 2025Q4: 40,518 shares; 2026Q1: 40,627 shares 40,627 $6.11M 1.12% +109 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,192 shares; 2024Q4: 211,559 shares; 2025Q1: 201,032 shares; 2025Q2: 199,669 shares; 2025Q3: 202,058 shares; 2025Q4: 203,488 shares; 2026Q1: 201,808 shares 201,808 $6.07M 1.12% -1,680 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,543 shares; 2024Q4: 15,346 shares; 2025Q1: 13,682 shares; 2025Q2: 34,408 shares; 2025Q3: 35,957 shares; 2025Q4: 35,036 shares; 2026Q1: 34,747 shares 34,747 $5.9M 1.08% -289 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,276 shares; 2024Q4: 50,038 shares; 2025Q1: 53,798 shares; 2025Q2: 63,194 shares; 2025Q3: 62,223 shares; 2025Q4: 63,124 shares; 2026Q1: 62,005 shares 62,005 $5.47M 1.01% -1,119 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,415 shares; 2024Q4: 6,832 shares; 2025Q1: 7,298 shares; 2025Q2: 7,696 shares; 2025Q3: 8,065 shares; 2025Q4: 9,083 shares; 2026Q1: 8,985 shares 8,985 $5.14M 0.95% -98 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,050 shares; 2024Q4: 11,457 shares; 2025Q1: 11,136 shares; 2025Q2: 10,340 shares; 2025Q3: 8,383 shares; 2025Q4: 7,129 shares; 2026Q1: 6,854 shares 6,854 $5.06M 0.93% -275 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,673 shares; 2024Q4: 31,233 shares; 2025Q1: 28,830 shares; 2025Q2: 25,639 shares; 2025Q3: 24,952 shares; 2025Q4: 23,683 shares; 2026Q1: 23,471 shares 23,471 $4.64M 0.85% -212 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,081 shares; 2024Q4: 23,820 shares; 2025Q1: 23,709 shares; 2025Q2: 23,558 shares; 2025Q3: 23,431 shares; 2025Q4: 23,039 shares; 2026Q1: 22,752 shares 22,752 $4.58M 0.84% -287 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,702 shares; 2025Q3: 42,428 shares; 2025Q4: 43,299 shares; 2026Q1: 42,995 shares 42,995 $4.56M 0.84% -304 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,339 shares; 2024Q4: 5,439 shares; 2025Q1: 6,099 shares; 2025Q2: 7,785 shares; 2025Q3: 12,895 shares; 2025Q4: 13,310 shares; 2026Q1: 13,223 shares 13,223 $4.54M 0.84% -87 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,453 shares; 2024Q4: 11,305 shares; 2025Q1: 14,879 shares; 2025Q2: 14,861 shares; 2025Q3: 14,495 shares; 2025Q4: 14,342 shares; 2026Q1: 14,255 shares 14,255 $4.48M 0.82% -87 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 3,502 shares; 2025Q1: 3,191 shares; 2025Q2: 3,129 shares; 2025Q3: 3,063 shares; 2025Q4: 2,959 shares; 2026Q1: 2,872 shares 2,872 $4.23M 0.78% -87 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,383 shares; 2025Q2: 47,719 shares; 2025Q3: 77,035 shares; 2025Q4: 86,427 shares; 2026Q1: 89,009 shares 89,009 $3.82M 0.7% +2,582 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,818 shares; 2024Q4: 82,513 shares; 2025Q1: 83,772 shares; 2025Q2: 80,430 shares; 2025Q3: 82,608 shares; 2025Q4: 95,355 shares; 2026Q1: 95,993 shares 95,993 $3.73M 0.69% +638 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,351 shares; 2025Q1: 2,634 shares; 2025Q2: 2,630 shares; 2025Q3: 2,612 shares; 2025Q4: 2,598 shares; 2026Q1: 2,699 shares 2,699 $3.56M 0.66% +101 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,120 shares; 2025Q1: 2,010 shares; 2025Q2: 2,004 shares; 2025Q3: 1,884 shares; 2025Q4: 2,071 shares; 2026Q1: 3,656 shares 3,656 $3.36M 0.62% +1,585 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,246 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 4,676 shares; 2025Q4: 4,676 shares; 2026Q1: 4,676 shares 4,676 $3.31M 0.61% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: 5,681 shares; 2025Q1: 5,681 shares; 2025Q2: 6,362 shares; 2025Q3: 6,318 shares; 2025Q4: 5,817 shares; 2026Q1: 5,817 shares 5,817 $3.28M 0.6% 0 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,794 shares; 2024Q4: 48,101 shares; 2025Q1: 48,224 shares; 2025Q2: 46,098 shares; 2025Q3: 44,193 shares; 2025Q4: 43,434 shares; 2026Q1: 42,724 shares 42,724 $2.87M 0.53% -710 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,828 shares; 2024Q4: 35,436 shares; 2025Q1: 35,793 shares; 2025Q2: 35,931 shares; 2025Q3: 34,576 shares; 2025Q4: 42,162 shares; 2026Q1: 37,191 shares 37,191 $2.85M 0.52% -4,971 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,806 shares; 2024Q4: 9,697 shares; 2025Q1: 9,511 shares; 2025Q2: 6,065 shares; 2025Q3: 6,007 shares; 2025Q4: 5,893 shares; 2026Q1: 5,727 shares 5,727 $2.82M 0.52% -166 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,630 shares; 2025Q1: 3,394 shares; 2025Q2: 3,283 shares; 2025Q3: 3,843 shares; 2025Q4: 3,756 shares; 2026Q1: 3,857 shares 3,857 $2.81M 0.52% +101 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,497 shares; 2026Q1: 11,283 shares 11,283 $2.67M 0.49% +9,786 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 5,398 shares; 2025Q1: 5,233 shares; 2025Q2: 5,455 shares; 2025Q3: 5,096 shares; 2025Q4: 4,841 shares; 2026Q1: 4,711 shares 4,711 $2.59M 0.48% -130 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 25,722 shares; 2025Q1: 28,006 shares; 2025Q2: 30,494 shares; 2025Q3: 28,807 shares; 2025Q4: 25,208 shares; 2026Q1: 26,927 shares 26,927 $2.48M 0.46% +1,719 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,541 shares; 2024Q4: 8,541 shares; 2025Q1: 8,580 shares; 2025Q2: 8,541 shares; 2025Q3: 8,541 shares; 2025Q4: 8,641 shares; 2026Q1: 8,641 shares 8,641 $2.48M 0.46% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,162 shares; 2024Q4: 9,412 shares; 2025Q1: 9,425 shares; 2025Q2: 9,371 shares; 2025Q3: 15,062 shares; 2025Q4: 21,429 shares; 2026Q1: 25,827 shares 25,827 $2.43M 0.45% +4,398 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,059 shares; 2024Q4: 6,059 shares; 2025Q1: 6,092 shares; 2025Q2: 20,344 shares; 2025Q3: 11,844 shares; 2025Q4: 11,629 shares; 2026Q1: 11,629 shares 11,629 $2.41M 0.44% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,541 shares; 2025Q1: 4,291 shares; 2025Q2: 4,574 shares; 2025Q3: 10,738 shares; 2025Q4: 16,822 shares; 2026Q1: 17,553 shares 17,553 $2.37M 0.44% +731 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,654 shares; 2024Q4: 6,654 shares; 2025Q1: 6,534 shares; 2025Q2: 6,529 shares; 2025Q3: 6,471 shares; 2025Q4: 6,471 shares; 2026Q1: 6,471 shares 6,471 $2.3M 0.42% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,824 shares; 2024Q4: 15,669 shares; 2025Q1: 31,506 shares; 2025Q2: 15,203 shares; 2025Q3: 15,142 shares; 2025Q4: 15,520 shares; 2026Q1: 15,841 shares 15,841 $2.29M 0.42% +321 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 6,118 shares; 2025Q1: 6,118 shares; 2025Q2: 6,118 shares; 2025Q3: 6,118 shares; 2025Q4: 6,118 shares; 2026Q1: 6,668 shares 6,668 $2.28M 0.42% +550 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,887 shares; 2025Q2: 15,086 shares; 2025Q3: 15,304 shares; 2025Q4: 14,979 shares; 2026Q1: 16,272 shares 16,272 $2.27M 0.42% +1,293 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,736 shares; 2024Q4: 8,936 shares; 2025Q1: 12,019 shares; 2025Q2: 7,435 shares; 2025Q3: 7,604 shares; 2025Q4: 8,791 shares; 2026Q1: 8,691 shares 8,691 $2.18M 0.4% -100 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; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,387 shares; 2025Q1: 9,957 shares; 2025Q2: 11,718 shares; 2025Q3: 11,595 shares; 2025Q4: 10,983 shares; 2026Q1: 10,865 shares 10,865 $2.14M 0.39% -118 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 4,393 shares; 2025Q1: 4,338 shares; 2025Q2: 4,482 shares; 2025Q3: 4,466 shares; 2025Q4: 21,390 shares; 2026Q1: 19,955 shares 19,955 $2.09M 0.38% -1,435 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,730 shares; 2024Q4: 14,550 shares; 2025Q1: 14,460 shares; 2025Q2: 14,460 shares; 2025Q3: 14,460 shares; 2025Q4: 14,460 shares; 2026Q1: 14,460 shares 14,460 $1.97M 0.36% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,374 shares; 2024Q4: 11,333 shares; 2025Q1: 8,916 shares; 2025Q2: 8,913 shares; 2025Q3: 8,813 shares; 2025Q4: 8,776 shares; 2026Q1: 8,560 shares 8,560 $1.86M 0.34% -216 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,482 shares; 2024Q4: 21,482 shares; 2025Q1: 21,062 shares; 2025Q2: 21,062 shares; 2025Q3: 21,023 shares; 2025Q4: 25,965 shares; 2026Q1: 21,475 shares 21,475 $1.82M 0.34% -4,490 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,713 shares; 2024Q4: 15,325 shares; 2025Q1: 15,238 shares; 2025Q2: 14,882 shares; 2025Q3: 14,685 shares; 2025Q4: 14,576 shares; 2026Q1: 13,793 shares 13,793 $1.76M 0.32% -783 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,535 shares 35,535 $1.73M 0.32% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $1.71M 0.31% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,329 shares; 2025Q1: 1,513 shares; 2025Q2: 1,443 shares; 2025Q3: 1,419 shares; 2025Q4: 1,405 shares; 2026Q1: 1,558 shares 1,558 $1.7M 0.31% +153 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 9,005 shares; 2025Q1: 9,005 shares; 2025Q2: 8,962 shares; 2025Q3: 8,959 shares; 2025Q4: 8,869 shares; 2026Q1: 8,733 shares 8,733 $1.68M 0.31% -136 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,939 shares; 2026Q1: 31,998 shares 31,998 $1.65M 0.3% +59 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,340 shares; 2024Q4: 6,127 shares; 2025Q1: 6,076 shares; 2025Q2: 6,054 shares; 2025Q3: 6,047 shares; 2025Q4: 6,214 shares; 2026Q1: 6,205 shares 6,205 $1.63M 0.3% -9 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,877 shares; 2024Q4: 19,672 shares; 2025Q1: 18,015 shares; 2025Q2: 16,210 shares; 2025Q3: 15,162 shares; 2025Q4: 15,014 shares; 2026Q1: 14,613 shares 14,613 $1.62M 0.3% -401 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,094 shares; 2025Q1: 5,021 shares; 2025Q2: 3,250 shares; 2025Q3: 3,214 shares; 2025Q4: 3,193 shares; 2026Q1: 3,189 shares 3,189 $1.53M 0.28% -4 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,760 shares; 2025Q1: 2,425 shares; 2025Q2: 4,262 shares; 2025Q3: 4,743 shares; 2025Q4: 5,466 shares; 2026Q1: 7,201 shares 7,201 $1.52M 0.28% +1,735 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,476 shares; 2024Q4: 20,694 shares; 2025Q1: 20,351 shares; 2025Q2: 20,206 shares; 2025Q3: 19,944 shares; 2025Q4: 19,969 shares; 2026Q1: 19,885 shares 19,885 $1.5M 0.28% -84 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 5,983 shares; 2025Q1: 6,167 shares; 2025Q2: 6,016 shares; 2025Q3: 6,016 shares; 2025Q4: 6,016 shares; 2026Q1: 6,016 shares 6,016 $1.47M 0.27% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,314 shares; 2025Q2: 1,334 shares; 2025Q3: 1,708 shares; 2025Q4: 2,165 shares; 2026Q1: 3,689 shares 3,689 $1.47M 0.27% +1,524 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,709 shares; 2024Q4: 38,224 shares; 2025Q1: 5,593 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,650 shares; 2026Q1: 11,842 shares 11,842 $1.42M 0.26% +6,192 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,388 shares; 2024Q4: 7,358 shares; 2025Q1: 6,674 shares; 2025Q2: 6,559 shares; 2025Q3: 6,524 shares; 2025Q4: 6,510 shares; 2026Q1: 7,160 shares 7,160 $1.33M 0.24% +650 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,633 shares; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,530 shares; 2025Q4: 8,030 shares; 2026Q1: 8,030 shares 8,030 $1.32M 0.24% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 4,619 shares; 2025Q1: 4,441 shares; 2025Q2: 2,576 shares; 2025Q3: 2,447 shares; 2025Q4: 2,357 shares; 2026Q1: 2,350 shares 2,350 $1.26M 0.23% -7 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,322 shares; 2024Q4: 3,036 shares; 2025Q1: 2,392 shares; 2025Q2: 2,376 shares; 2025Q3: 3,551 shares; 2025Q4: 8,181 shares; 2026Q1: 8,030 shares 8,030 $1.25M 0.23% -151 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 2,797 shares; 2025Q2: 9,789 shares; 2025Q3: 9,738 shares; 2025Q4: 9,567 shares; 2026Q1: 8,908 shares 8,908 $1.24M 0.23% -659 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 17,800 shares; 2025Q1: 17,800 shares; 2025Q2: 17,800 shares; 2025Q3: 17,800 shares; 2025Q4: 17,800 shares; 2026Q1: 21,400 shares 21,400 $1.22M 0.22% +3,600 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,630 shares; 2025Q1: 3,611 shares; 2025Q2: 3,585 shares; 2025Q3: 3,532 shares; 2025Q4: 3,527 shares; 2026Q1: 3,558 shares 3,558 $1.17M 0.22% +31 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,011 shares; 2024Q4: 5,943 shares; 2025Q1: 5,909 shares; 2025Q2: 5,739 shares; 2025Q3: 5,652 shares; 2025Q4: 5,084 shares; 2026Q1: 5,084 shares 5,084 $1.17M 0.21% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 12,168 shares; 2025Q1: 11,978 shares; 2025Q2: 11,828 shares; 2025Q3: 11,774 shares; 2025Q4: 11,608 shares; 2026Q1: 11,548 shares 11,548 $1.16M 0.21% -60 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 3,335 shares; 2025Q3: 3,451 shares; 2025Q4: 3,188 shares; 2026Q1: 3,188 shares 3,188 $1.14M 0.21% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 8,972 shares; 2025Q1: 8,874 shares; 2025Q2: 8,850 shares; 2025Q3: 7,246 shares; 2025Q4: 7,085 shares; 2026Q1: 6,807 shares 6,807 $1.11M 0.2% -278 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 4,119 shares; 2025Q1: 4,143 shares; 2025Q2: 5,239 shares; 2025Q3: 5,189 shares; 2025Q4: 3,882 shares; 2026Q1: 3,863 shares 3,863 $1.1M 0.2% -19 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares 2,295 $1.09M 0.2% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,330 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares; 2026Q1: 7,250 shares 7,250 $1.06M 0.2% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,130 shares; 2024Q4: 11,130 shares; 2025Q1: 11,130 shares; 2025Q2: 11,130 shares; 2025Q3: 11,130 shares; 2025Q4: 11,130 shares; 2026Q1: 11,130 shares 11,130 $1.03M 0.19% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 6,404 shares; 2025Q1: 6,403 shares; 2025Q2: 6,313 shares; 2025Q3: 6,213 shares; 2025Q4: 6,183 shares; 2026Q1: 6,269 shares 6,269 $1.01M 0.19% +86 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,105 shares; 2025Q1: 1,130 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $1.01M 0.19% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 3,134 shares; 2025Q1: 3,157 shares; 2025Q2: 3,131 shares; 2025Q3: 3,104 shares; 2025Q4: 3,094 shares; 2026Q1: 3,227 shares 3,227 $1M 0.18% +133 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 24,920 shares; 2025Q1: 24,885 shares; 2025Q2: 24,050 shares; 2025Q3: 24,050 shares; 2025Q4: 24,050 shares; 2026Q1: 21,600 shares 21,600 $978K 0.18% -2,450 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,303 shares; 2024Q4: 17,464 shares; 2025Q1: 17,528 shares; 2025Q2: 17,388 shares; 2025Q3: 17,258 shares; 2025Q4: 17,188 shares; 2026Q1: 19,851 shares 19,851 $968K 0.18% +2,663 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,239 shares; 2025Q3: 10,239 shares; 2025Q4: 10,239 shares; 2026Q1: 13,239 shares 13,239 $964K 0.18% +3,000 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 10,300 shares 10,300 $961K 0.18% +7,100 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,892 shares; 2024Q4: 10,816 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 5,095 shares; 2025Q4: 5,095 shares; 2026Q1: 5,095 shares 5,095 $917K 0.17% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,735 shares; 2024Q4: 11,388 shares; 2025Q1: 10,757 shares; 2025Q2: 3,815 shares; 2025Q3: 2,874 shares; 2025Q4: 2,799 shares; 2026Q1: 2,800 shares 2,800 $916K 0.17% +1 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,552 shares; 2025Q4: 10,093 shares; 2026Q1: 9,961 shares 9,961 $907K 0.17% -132 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,461 shares 4,461 $880K 0.16% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,447 shares; 2025Q2: 2,430 shares; 2025Q3: 2,350 shares; 2025Q4: 2,345 shares; 2026Q1: 2,396 shares 2,396 $843K 0.16% +51 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 7,927 shares; 2025Q1: 7,507 shares; 2025Q2: 6,999 shares; 2025Q3: 6,999 shares; 2025Q4: 7,778 shares; 2026Q1: 7,692 shares 7,692 $819K 0.15% -86 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,047 shares; 2024Q4: 9,047 shares; 2025Q1: 9,047 shares; 2025Q2: 9,047 shares; 2025Q3: 10,247 shares; 2025Q4: 10,247 shares; 2026Q1: 10,247 shares 10,247 $816K 0.15% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 526 shares; 2025Q4: 552 shares; 2026Q1: 584 shares 584 $805K 0.15% +32 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,876 shares; 2025Q1: 6,996 shares; 2025Q2: 6,996 shares; 2025Q3: 6,996 shares; 2025Q4: 6,996 shares; 2026Q1: 6,949 shares 6,949 $799K 0.15% -47 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,404 shares 13,404 $792K 0.15% new Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,609 shares; 2026Q1: 18,349 shares 18,349 $782K 0.14% -260 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,424 shares; 2025Q1: 2,436 shares; 2025Q2: 2,435 shares; 2025Q3: 2,431 shares; 2025Q4: 2,417 shares; 2026Q1: 2,775 shares 2,775 $775K 0.14% +358 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,690 shares; 2024Q4: 7,690 shares; 2025Q1: 7,703 shares; 2025Q2: 7,570 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $770K 0.14% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 7,950 shares; 2025Q1: 8,150 shares; 2025Q2: 8,597 shares; 2025Q3: 8,947 shares; 2025Q4: 9,193 shares; 2026Q1: 9,313 shares 9,313 $768K 0.14% +120 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,269 shares; 2026Q1: 22,716 shares 22,716 $753K 0.14% +7,447 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,517 shares; 2024Q4: 40,872 shares; 2025Q1: 39,551 shares; 2025Q2: 39,290 shares; 2025Q3: 41,675 shares; 2025Q4: 39,228 shares; 2026Q1: 34,900 shares 34,900 $745K 0.14% -4,328 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,515 shares; 2024Q4: 14,893 shares; 2025Q1: 8,171 shares; 2025Q2: 7,654 shares; 2025Q3: 7,540 shares; 2025Q4: 7,439 shares; 2026Q1: 6,628 shares 6,628 $734K 0.13% -811 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,069 shares; 2024Q4: 8,069 shares; 2025Q1: 8,069 shares; 2025Q2: 8,069 shares; 2025Q3: 8,069 shares; 2025Q4: 8,069 shares; 2026Q1: 8,069 shares 8,069 $729K 0.13% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $726K 0.13% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,660 shares; 2024Q4: 9,557 shares; 2025Q1: 14,783 shares; 2025Q2: 5,254 shares; 2025Q3: 5,194 shares; 2025Q4: 5,194 shares; 2026Q1: 6,465 shares 6,465 $720K 0.13% +1,271 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,194 shares; 2025Q1: 4,136 shares; 2025Q2: 5,447 shares; 2025Q3: 5,802 shares; 2025Q4: 5,374 shares; 2026Q1: 2,309 shares 2,309 $698K 0.13% -3,065 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 3,600 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $674K 0.12% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 4,900 shares 4,900 $669K 0.12% +1,200 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,175 shares; 2026Q1: 5,048 shares 5,048 $639K 0.12% -127 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,218 shares; 2024Q4: 12,218 shares; 2025Q1: 10,466 shares; 2025Q2: 10,018 shares; 2025Q3: 10,018 shares; 2025Q4: 10,018 shares; 2026Q1: 13,818 shares 13,818 $635K 0.12% +3,800 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 666 shares; 2025Q1: 978 shares; 2025Q2: 1,123 shares; 2025Q3: 1,114 shares; 2025Q4: 224 shares; 2026Q1: 188 shares 188 $635K 0.12% -36 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 13,200 shares; 2026Q1: 13,200 shares 13,200 $606K 0.11% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $603K 0.11% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,114 shares; 2024Q4: 7,827 shares; 2025Q1: 7,680 shares; 2025Q2: 6,800 shares; 2025Q3: 6,514 shares; 2025Q4: 5,917 shares; 2026Q1: 5,801 shares 5,801 $600K 0.11% -116 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 6,215 shares; 2025Q1: 6,215 shares; 2025Q2: 6,215 shares; 2025Q3: 6,215 shares; 2025Q4: 8,275 shares; 2026Q1: 8,225 shares 8,225 $592K 0.11% -50 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 2,847 shares; 2025Q1: 2,844 shares; 2025Q2: 2,844 shares; 2025Q3: 2,814 shares; 2025Q4: 2,809 shares; 2026Q1: 2,809 shares 2,809 $585K 0.11% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,039 shares; 2024Q4: 13,756 shares; 2025Q1: 13,246 shares; 2025Q2: 14,100 shares; 2025Q3: 14,011 shares; 2025Q4: 3,863 shares; 2026Q1: 2,775 shares 2,775 $583K 0.11% -1,088 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 1,397 shares; 2025Q3: 1,377 shares; 2025Q4: 1,377 shares; 2026Q1: 1,539 shares 1,539 $572K 0.11% +162 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; 2024Q2: restricted; 2024Q3: 80,933 shares; 2024Q4: 80,933 shares; 2025Q1: 80,933 shares; 2025Q2: 68,533 shares; 2025Q3: 80,933 shares; 2025Q4: 80,933 shares; 2026Q1: 80,933 shares 80,933 $569K 0.1% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $560K 0.1% 0 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,228 shares; 2025Q2: 57,452 shares; 2025Q3: 54,454 shares; 2025Q4: 53,995 shares; 2026Q1: 25,694 shares 25,694 $559K 0.1% -28,301 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,744 shares; 2024Q4: 17,244 shares; 2025Q1: 14,622 shares; 2025Q2: 14,622 shares; 2025Q3: 14,622 shares; 2025Q4: 14,622 shares; 2026Q1: 14,622 shares 14,622 $553K 0.1% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,896 shares; 2025Q1: 1,648 shares; 2025Q2: 2,067 shares; 2025Q3: 2,177 shares; 2025Q4: 1,814 shares; 2026Q1: 1,394 shares 1,394 $544K 0.1% -420 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $535K 0.1% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $529K 0.1% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,454 shares; 2024Q4: 6,414 shares; 2025Q1: 6,401 shares; 2025Q2: 2,457 shares; 2025Q3: 2,160 shares; 2025Q4: 2,138 shares; 2026Q1: 1,955 shares 1,955 $529K 0.1% -183 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 12,700 shares 12,700 $523K 0.1% +5,000 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $514K 0.09% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,149 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,674 shares; 2025Q4: 1,576 shares; 2026Q1: 995 shares 995 $497K 0.09% -581 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 3,190 shares; 2025Q1: 2,746 shares; 2025Q2: 2,497 shares; 2025Q3: 1,303 shares; 2025Q4: 1,252 shares; 2026Q1: 1,247 shares 1,247 $494K 0.09% -5 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,108 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,100 shares; 2025Q4: 910 shares; 2026Q1: 1,023 shares 1,023 $490K 0.09% +113 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,606 shares; 2025Q1: 2,606 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares 2,356 $487K 0.09% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,170 shares; 2025Q1: 2,163 shares; 2025Q2: 2,161 shares; 2025Q3: 2,138 shares; 2025Q4: 2,138 shares; 2026Q1: 2,153 shares 2,153 $487K 0.09% +15 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,968 shares; 2025Q1: 2,721 shares; 2025Q2: 2,717 shares; 2025Q3: 1,867 shares; 2025Q4: 1,567 shares; 2026Q1: 1,506 shares 1,506 $483K 0.09% -61 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 198 shares; 2025Q1: 193 shares; 2025Q2: 331 shares; 2025Q3: 330 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $467K 0.09% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 3,962 shares; 2025Q1: 3,962 shares; 2025Q2: 3,962 shares; 2025Q3: 4,112 shares; 2025Q4: 4,112 shares; 2026Q1: 4,112 shares 4,112 $466K 0.09% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares; 2026Q1: 2,245 shares 2,245 $463K 0.09% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,093 shares; 2024Q4: 35,891 shares; 2025Q1: 11,647 shares; 2025Q2: 5,207 shares; 2025Q3: 5,073 shares; 2025Q4: 4,975 shares; 2026Q1: 4,820 shares 4,820 $463K 0.09% -155 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 6,669 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,242 shares 6,242 $454K 0.08% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,103 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,233 shares; 2026Q1: 7,067 shares 7,067 $453K 0.08% -166 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 478 shares; 2025Q1: 493 shares; 2025Q2: 479 shares; 2025Q3: 442 shares; 2025Q4: 505 shares; 2026Q1: 500 shares 500 $448K 0.08% -5 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 7,330 shares; 2025Q1: 9,595 shares; 2025Q2: 9,535 shares; 2025Q3: 9,535 shares; 2025Q4: 7,535 shares; 2026Q1: 7,535 shares 7,535 $445K 0.08% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $444K 0.08% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 3,920 shares 3,920 $443K 0.08% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,271 shares; 2026Q1: 2,200 shares 2,200 $438K 0.08% -71 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,450 shares 8,450 $434K 0.08% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,521 shares; 2026Q1: 4,521 shares 4,521 $420K 0.08% 0 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 911 shares; 2025Q4: 786 shares; 2026Q1: 770 shares 770 $419K 0.08% -16 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,266 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $419K 0.08% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,420 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,380 shares 1,380 $417K 0.08% -20 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,632 shares; 2026Q1: 1,629 shares 1,629 $404K 0.07% -3 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,291 shares; 2024Q4: 8,241 shares; 2025Q1: 7,893 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,328 shares 1,328 $404K 0.07% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 6,185 shares; 2025Q1: 6,185 shares; 2025Q2: 6,185 shares; 2025Q3: 6,185 shares; 2025Q4: 6,115 shares; 2026Q1: 6,115 shares 6,115 $400K 0.07% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $398K 0.07% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $394K 0.07% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,991 shares 2,991 $392K 0.07% +991 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,376 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: 1,379 shares 1,379 $391K 0.07% +9 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 7,500 shares 7,500 $390K 0.07% +3,500 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,290 shares; 2024Q4: 3,117 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 1,550 shares 1,550 $378K 0.07% -1,550 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,200 shares; 2024Q4: 19,200 shares; 2025Q1: 19,200 shares; 2025Q2: 19,200 shares; 2025Q3: 19,200 shares; 2025Q4: 19,200 shares; 2026Q1: 19,200 shares 19,200 $371K 0.07% 0 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 7,705 shares; 2025Q1: 9,150 shares; 2025Q2: 20,463 shares; 2025Q3: 20,173 shares; 2025Q4: 37,289 shares; 2026Q1: 4,177 shares 4,177 $368K 0.07% -33,112 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,796 shares 1,796 $365K 0.07% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,409 shares; 2025Q4: 3,409 shares; 2026Q1: 3,309 shares 3,309 $358K 0.07% -100 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 5,042 shares; 2025Q1: 5,042 shares; 2025Q2: 4,724 shares; 2025Q3: 4,724 shares; 2025Q4: 4,574 shares; 2026Q1: 4,574 shares 4,574 $354K 0.07% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $350K 0.06% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,528 shares; 2024Q4: 11,474 shares; 2025Q1: 13,116 shares; 2025Q2: 12,727 shares; 2025Q3: 12,733 shares; 2025Q4: 12,775 shares; 2026Q1: 12,426 shares 12,426 $346K 0.06% -349 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $345K 0.06% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,071 shares; 2024Q4: 14,672 shares; 2025Q1: 13,738 shares; 2025Q2: 14,579 shares; 2025Q3: 15,861 shares; 2025Q4: 5,375 shares; 2026Q1: 5,447 shares 5,447 $342K 0.06% +72 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 2,623 shares; 2025Q1: 2,623 shares; 2025Q2: 2,599 shares; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares; 2026Q1: 2,579 shares 2,579 $340K 0.06% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,522 shares; 2025Q2: 7,540 shares; 2025Q3: 7,552 shares; 2025Q4: 7,560 shares; 2026Q1: 7,192 shares 7,192 $336K 0.06% -368 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $331K 0.06% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,684 shares 1,684 $330K 0.06% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,196 shares; 2024Q4: 3,811 shares; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 1,878 shares; 2025Q4: 1,775 shares; 2026Q1: 1,662 shares 1,662 $327K 0.06% -113 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,492 shares; 2025Q1: 4,137 shares; 2025Q2: 4,137 shares; 2025Q3: 4,137 shares; 2025Q4: 4,137 shares; 2026Q1: 4,168 shares 4,168 $323K 0.06% +31 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,336 shares; 2025Q1: 7,184 shares; 2025Q2: 4,196 shares; 2025Q3: 4,176 shares; 2025Q4: 3,893 shares; 2026Q1: 3,849 shares 3,849 $322K 0.06% -44 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares 2,275 $318K 0.06% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,416 shares 2,416 $316K 0.06% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 366 shares; 2026Q1: 363 shares 363 $314K 0.06% -3 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $314K 0.06% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,420 shares; 2024Q4: 5,377 shares; 2025Q1: 5,598 shares; 2025Q2: 5,487 shares; 2025Q3: 5,420 shares; 2025Q4: 5,358 shares; 2026Q1: 5,104 shares 5,104 $313K 0.06% -254 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 5,420 shares; 2025Q1: 5,870 shares; 2025Q2: 4,860 shares; 2025Q3: 4,310 shares; 2025Q4: 3,380 shares; 2026Q1: 3,380 shares 3,380 $311K 0.06% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,292 shares; 2025Q4: 3,292 shares; 2026Q1: 3,252 shares 3,252 $303K 0.06% -40 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,630 shares 1,630 $297K 0.05% -150 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,042 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 1,500 shares 1,500 $291K 0.05% -1,500 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $289K 0.05% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,833 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares 7,300 $285K 0.05% 0 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; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 2,815 shares; 2025Q3: 2,815 shares; 2025Q4: 5,630 shares; 2026Q1: 5,630 shares 5,630 $281K 0.05% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $281K 0.05% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,314 shares 4,314 $276K 0.05% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800 $272K 0.05% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,580 shares 3,580 $272K 0.05% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,956 shares; 2026Q1: 1,956 shares 1,956 $272K 0.05% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $268K 0.05% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 550 shares 550 $267K 0.05% -10 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 12,505 shares; 2025Q1: 12,283 shares; 2025Q2: 28,957 shares; 2025Q3: 10,619 shares; 2025Q4: 10,619 shares; 2026Q1: 10,619 shares 10,619 $263K 0.05% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,400 shares 12,400 $257K 0.05% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 4,182 shares; 2025Q1: 4,182 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,182 shares; 2026Q1: 4,182 shares 4,182 $254K 0.05% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,900 shares 3,900 $254K 0.05% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $251K 0.05% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,300 shares 5,300 $249K 0.05% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,489 shares; 2026Q1: 9,489 shares 9,489 $248K 0.05% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,594 shares; 2025Q1: 2,583 shares; 2025Q2: 2,334 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $247K 0.05% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $241K 0.04% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares 1,134 $239K 0.04% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $229K 0.04% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,260 shares 1,260 $226K 0.04% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,700 shares 5,700 $222K 0.04% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 5,669 shares; 2025Q1: 5,362 shares; 2025Q2: 5,340 shares; 2025Q3: 5,257 shares; 2025Q4: 5,246 shares; 2026Q1: 4,508 shares 4,508 $221K 0.04% -738 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 665 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 665 shares; 2026Q1: 665 shares 665 $219K 0.04% 0 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,332 shares 3,332 $217K 0.04% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,196 shares; 2024Q4: 11,947 shares; 2025Q1: 11,757 shares; 2025Q2: 11,653 shares; 2025Q3: 1,998 shares; 2025Q4: 1,968 shares; 2026Q1: 1,948 shares 1,948 $216K 0.04% -20 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 1,019 shares; 2025Q1: 1,128 shares; 2025Q2: 1,106 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 352 shares 352 $213K 0.04% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $212K 0.04% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,677 shares 1,677 $212K 0.04% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,363 shares 2,363 $212K 0.04% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,700 shares 18,700 $211K 0.04% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191 shares 191 $208K 0.04% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $204K 0.04% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,364 shares; 2024Q4: 8,989 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,204 shares 7,204 $202K 0.04% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,356 shares; 2026Q1: 3,476 shares 3,476 $202K 0.04% +120 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $202K 0.04% 0 Timeline