MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,863 shares; 2024Q4: 97,768 shares; 2025Q1: 97,768 shares; 2025Q2: 97,909 shares; 2025Q3: 97,800 shares; 2025Q4: 97,800 shares; 2026Q1: 97,804 shares 97,804 $14.2M 3.86% +4 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,847 shares; 2024Q4: 52,428 shares; 2025Q1: 53,273 shares; 2025Q2: 52,272 shares; 2025Q3: 52,290 shares; 2025Q4: 51,877 shares; 2026Q1: 51,857 shares 51,857 $13.2M 3.58% -20 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: 30,338 shares; 2024Q4: 30,342 shares; 2025Q1: 30,642 shares; 2025Q2: 30,545 shares; 2025Q3: 30,380 shares; 2025Q4: 30,657 shares; 2026Q1: 30,889 shares 30,889 $11.4M 3.11% +232 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,881 shares; 2024Q4: 13,585 shares; 2025Q1: 14,858 shares; 2025Q2: 15,485 shares; 2025Q3: 15,209 shares; 2025Q4: 15,072 shares; 2026Q1: 15,130 shares 15,130 $9.88M 2.69% +58 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: 26,743 shares; 2024Q4: 25,797 shares; 2025Q1: 26,502 shares; 2025Q2: 26,648 shares; 2025Q3: 26,781 shares; 2025Q4: 26,394 shares; 2026Q1: 26,504 shares 26,504 $7.62M 2.07% +110 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663,253 shares; 2024Q4: 668,499 shares; 2025Q1: 836,944 shares; 2025Q2: 860,411 shares; 2025Q3: 719,829 shares; 2025Q4: 414,891 shares; 2026Q1: 113,668 shares 113,668 $6.48M 1.76% -301,223 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: 26,486 shares; 2024Q4: 26,377 shares; 2025Q1: 26,359 shares; 2025Q2: 26,316 shares; 2025Q3: 25,937 shares; 2025Q4: 25,942 shares; 2026Q1: 25,785 shares 25,785 $6.3M 1.71% -157 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: 27,087 shares; 2024Q4: 26,374 shares; 2025Q1: 27,059 shares; 2025Q2: 28,797 shares; 2025Q3: 28,905 shares; 2025Q4: 29,236 shares; 2026Q1: 29,435 shares 29,435 $6.13M 1.67% +199 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: 13,514 shares; 2024Q4: 14,514 shares; 2025Q1: 14,614 shares; 2025Q2: 14,323 shares; 2025Q3: 14,323 shares; 2025Q4: 14,238 shares; 2026Q1: 14,238 shares 14,238 $6.13M 1.67% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,465 shares; 2024Q4: 9,831 shares; 2025Q1: 9,826 shares; 2025Q2: 9,916 shares; 2025Q3: 9,941 shares; 2025Q4: 9,926 shares; 2026Q1: 9,336 shares 9,336 $6.07M 1.65% -590 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: 18,914 shares; 2024Q4: 18,910 shares; 2025Q1: 19,185 shares; 2025Q2: 19,360 shares; 2025Q3: 19,332 shares; 2025Q4: 19,287 shares; 2026Q1: 19,275 shares 19,275 $5.67M 1.54% -12 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: 19,559 shares; 2024Q4: 19,563 shares; 2025Q1: 19,671 shares; 2025Q2: 19,716 shares; 2025Q3: 19,691 shares; 2025Q4: 19,684 shares; 2026Q1: 19,586 shares 19,586 $5.56M 1.51% -98 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: 40,705 shares; 2024Q4: 40,700 shares; 2025Q1: 42,284 shares; 2025Q2: 42,709 shares; 2025Q3: 43,249 shares; 2025Q4: 43,346 shares; 2026Q1: 43,203 shares 43,203 $5.37M 1.46% -143 Timeline FLOT 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: 96,849 shares; 2024Q4: 74,232 shares; 2025Q1: 70,619 shares; 2025Q2: 82,125 shares; 2025Q3: 95,372 shares; 2025Q4: 94,143 shares; 2026Q1: 94,869 shares 94,869 $4.83M 1.31% +726 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,718 shares; 2024Q4: 280,609 shares; 2025Q1: 226,960 shares; 2025Q2: 230,445 shares; 2025Q3: 230,464 shares; 2025Q4: 340,501 shares; 2026Q1: 361,619 shares 361,619 $4.55M 1.24% +21,118 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: 15,145 shares; 2024Q4: 15,072 shares; 2025Q1: 15,122 shares; 2025Q2: 15,042 shares; 2025Q3: 14,812 shares; 2025Q4: 15,328 shares; 2026Q1: 14,987 shares 14,987 $4.53M 1.23% -341 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: 36,817 shares; 2024Q4: 36,874 shares; 2025Q1: 37,034 shares; 2025Q2: 36,901 shares; 2025Q3: 35,007 shares; 2025Q4: 35,014 shares; 2026Q1: 34,950 shares 34,950 $4.2M 1.14% -64 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: 17,618 shares; 2024Q4: 17,418 shares; 2025Q1: 19,453 shares; 2025Q2: 21,153 shares; 2025Q3: 21,233 shares; 2025Q4: 24,120 shares; 2026Q1: 24,003 shares 24,003 $4.19M 1.14% -117 Timeline PFF 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: 120,644 shares; 2024Q4: 132,935 shares; 2025Q1: 140,648 shares; 2025Q2: 144,102 shares; 2025Q3: 144,269 shares; 2025Q4: 147,877 shares; 2026Q1: 135,871 shares 135,871 $4.12M 1.12% -12,006 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: 19,544 shares; 2024Q4: 19,580 shares; 2025Q1: 19,402 shares; 2025Q2: 19,296 shares; 2025Q3: 19,174 shares; 2025Q4: 19,198 shares; 2026Q1: 19,156 shares 19,156 $3.96M 1.08% -42 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: 13,946 shares; 2024Q4: 13,921 shares; 2025Q1: 13,921 shares; 2025Q2: 13,421 shares; 2025Q3: 13,416 shares; 2025Q4: 13,411 shares; 2026Q1: 13,411 shares 13,411 $3.85M 1.05% 0 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,379 shares; 2024Q4: 15,373 shares; 2025Q1: 15,221 shares; 2025Q2: 15,167 shares; 2025Q3: 15,172 shares; 2025Q4: 15,084 shares; 2026Q1: 15,086 shares 15,086 $3.84M 1.05% +2 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,715 shares; 2024Q4: 60,538 shares; 2025Q1: 59,410 shares; 2025Q2: 65,457 shares; 2025Q3: 65,469 shares; 2025Q4: 64,483 shares; 2026Q1: 64,507 shares 64,507 $3.84M 1.05% +24 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,630 shares; 2024Q4: 14,626 shares; 2025Q1: 14,686 shares; 2025Q2: 14,669 shares; 2025Q3: 14,587 shares; 2025Q4: 14,460 shares; 2026Q1: 14,758 shares 14,758 $3.58M 0.97% +298 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,806 shares; 2024Q4: 104,526 shares; 2025Q1: 71,358 shares; 2025Q2: 72,090 shares; 2025Q3: 72,001 shares; 2025Q4: 70,843 shares; 2026Q1: 52,349 shares 52,349 $3.49M 0.95% -18,494 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: 42,920 shares; 2024Q4: 42,888 shares; 2025Q1: 42,608 shares; 2025Q2: 41,932 shares; 2025Q3: 42,003 shares; 2025Q4: 44,024 shares; 2026Q1: 42,808 shares 42,808 $3.41M 0.93% -1,216 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: 18,752 shares; 2024Q4: 18,800 shares; 2025Q1: 18,450 shares; 2025Q2: 18,700 shares; 2025Q3: 18,644 shares; 2025Q4: 19,760 shares; 2026Q1: 19,840 shares 19,840 $3.37M 0.92% +80 Timeline SPYD 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: 64,915 shares; 2024Q4: 63,678 shares; 2025Q1: 63,386 shares; 2025Q2: 60,699 shares; 2025Q3: 66,036 shares; 2025Q4: 73,833 shares; 2026Q1: 73,372 shares 73,372 $3.34M 0.91% -461 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,230 shares; 2025Q1: 3,239 shares; 2025Q2: 3,239 shares; 2025Q3: 3,202 shares; 2025Q4: 3,260 shares; 2026Q1: 3,270 shares 3,270 $3.2M 0.87% +10 Timeline EFA 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: 30,217 shares; 2024Q4: 27,187 shares; 2025Q1: 28,214 shares; 2025Q2: 28,315 shares; 2025Q3: 28,475 shares; 2025Q4: 30,655 shares; 2026Q1: 31,281 shares 31,281 $3.04M 0.83% +626 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,076 shares; 2024Q4: 10,069 shares; 2025Q1: 10,324 shares; 2025Q2: 10,294 shares; 2025Q3: 10,244 shares; 2025Q4: 10,244 shares; 2026Q1: 10,144 shares 10,144 $2.96M 0.8% -100 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: 22,678 shares; 2024Q4: 22,688 shares; 2025Q1: 22,632 shares; 2025Q2: 21,957 shares; 2025Q3: 21,859 shares; 2025Q4: 21,801 shares; 2026Q1: 21,750 shares 21,750 $2.85M 0.77% -51 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: 17,215 shares; 2024Q4: 17,218 shares; 2025Q1: 17,187 shares; 2025Q2: 17,066 shares; 2025Q3: 17,475 shares; 2025Q4: 17,758 shares; 2026Q1: 17,922 shares 17,922 $2.78M 0.76% +164 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 10,292 shares; 2025Q1: 10,370 shares; 2025Q2: 10,382 shares; 2025Q3: 10,312 shares; 2025Q4: 10,298 shares; 2026Q1: 10,227 shares 10,227 $2.72M 0.74% -71 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: 2,396 shares; 2024Q4: 2,420 shares; 2025Q1: 2,714 shares; 2025Q2: 4,464 shares; 2025Q3: 4,493 shares; 2025Q4: 4,552 shares; 2026Q1: 4,718 shares 4,718 $2.7M 0.73% +166 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: 15,357 shares; 2024Q4: 15,355 shares; 2025Q1: 15,485 shares; 2025Q2: 15,820 shares; 2025Q3: 15,652 shares; 2025Q4: 15,622 shares; 2026Q1: 15,547 shares 15,547 $2.56M 0.7% -75 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: 5,129 shares; 2024Q4: 5,358 shares; 2025Q1: 5,954 shares; 2025Q2: 7,782 shares; 2025Q3: 12,363 shares; 2025Q4: 12,394 shares; 2026Q1: 12,407 shares 12,407 $2.52M 0.69% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,080 shares 11,080 $2.5M 0.68% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,538 shares; 2024Q4: 83,075 shares; 2025Q1: 83,347 shares; 2025Q2: 84,947 shares; 2025Q3: 86,145 shares; 2025Q4: 86,168 shares; 2026Q1: 85,943 shares 85,943 $2.49M 0.68% -225 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: 2,741 shares; 2024Q4: 2,689 shares; 2025Q1: 2,739 shares; 2025Q2: 2,779 shares; 2025Q3: 2,779 shares; 2025Q4: 2,779 shares; 2026Q1: 2,778 shares 2,778 $2.42M 0.66% -1 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: 20,906 shares; 2024Q4: 20,832 shares; 2025Q1: 20,952 shares; 2025Q2: 20,962 shares; 2025Q3: 21,048 shares; 2025Q4: 21,208 shares; 2026Q1: 21,337 shares 21,337 $2.42M 0.66% +129 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,250 shares; 2024Q4: 43,735 shares; 2025Q1: 42,383 shares; 2025Q2: 41,212 shares; 2025Q3: 41,139 shares; 2025Q4: 41,105 shares; 2026Q1: 48,189 shares 48,189 $2.42M 0.66% +7,084 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: 28,931 shares; 2024Q4: 28,886 shares; 2025Q1: 29,211 shares; 2025Q2: 29,730 shares; 2025Q3: 29,753 shares; 2025Q4: 29,774 shares; 2026Q1: 30,429 shares 30,429 $2.36M 0.64% +655 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly 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: 25,904 shares; 2025Q4: 30,513 shares; 2026Q1: 30,901 shares 30,901 $2.32M 0.63% +388 Timeline KRNY KEARNY FINL CORP MD More: the full row for KEARNY FINL CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,179 shares; 2024Q4: 77,853 shares; 2025Q1: 77,145 shares; 2025Q2: 172,416 shares; 2025Q3: 165,530 shares; 2025Q4: 237,356 shares; 2026Q1: 292,137 shares 292,137 $2.21M 0.6% +54,781 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,795 shares; 2024Q4: 33,653 shares; 2025Q1: 33,738 shares; 2025Q2: 34,276 shares; 2025Q3: 34,293 shares; 2025Q4: 116,533 shares; 2026Q1: 154,519 shares 154,519 $2.2M 0.6% +37,986 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: 541 shares; 2024Q4: 560 shares; 2025Q1: 625 shares; 2025Q2: 740 shares; 2025Q3: 743 shares; 2025Q4: 10,224 shares; 2026Q1: 22,846 shares 22,846 $2.2M 0.6% +12,622 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,713 shares; 2024Q4: 357,042 shares; 2025Q1: 342,286 shares; 2025Q2: 340,910 shares; 2025Q3: 334,824 shares; 2025Q4: 70,107 shares; 2026Q1: 202,651 shares 202,651 $2.14M 0.58% +132,544 Timeline WNEB WESTERN NEW ENG BANCORP INC More: the full row for WESTERN NEW ENG BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,007 shares; 2024Q4: 165,312 shares; 2025Q1: 165,701 shares; 2025Q2: 168,254 shares; 2025Q3: 168,241 shares; 2025Q4: 164,590 shares; 2026Q1: 164,091 shares 164,091 $2.12M 0.58% -499 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: 42,569 shares; 2024Q4: 42,603 shares; 2025Q1: 42,603 shares; 2025Q2: 42,848 shares; 2025Q3: 43,348 shares; 2025Q4: 43,243 shares; 2026Q1: 42,708 shares 42,708 $2.08M 0.57% -535 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,236 shares; 2024Q4: 37,136 shares; 2025Q1: 37,242 shares; 2025Q2: 37,742 shares; 2025Q3: 37,758 shares; 2025Q4: 37,181 shares; 2026Q1: 37,187 shares 37,187 $2.08M 0.57% +6 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,938 shares; 2024Q4: 14,940 shares; 2025Q1: 14,815 shares; 2025Q2: 14,524 shares; 2025Q3: 14,252 shares; 2025Q4: 14,230 shares; 2026Q1: 14,205 shares 14,205 $2.06M 0.56% -25 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: 19,545 shares; 2024Q4: 19,425 shares; 2025Q1: 19,455 shares; 2025Q2: 19,500 shares; 2025Q3: 19,475 shares; 2025Q4: 19,501 shares; 2026Q1: 19,669 shares 19,669 $2.02M 0.55% +168 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,670 shares; 2024Q4: 62,518 shares; 2025Q1: 62,656 shares; 2025Q2: 62,756 shares; 2025Q3: 62,569 shares; 2025Q4: 83,270 shares; 2026Q1: 108,030 shares 108,030 $2.01M 0.55% +24,760 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,636 shares; 2024Q4: 9,536 shares; 2025Q1: 9,556 shares; 2025Q2: 9,530 shares; 2025Q3: 9,430 shares; 2025Q4: 9,365 shares; 2026Q1: 9,365 shares 9,365 $1.94M 0.53% 0 Timeline NGS NATURAL GAS SVCS GROUP INC More: the full row for NATURAL GAS SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,748 shares; 2024Q4: 51,558 shares; 2025Q1: 51,825 shares; 2025Q2: 52,623 shares; 2025Q3: 52,702 shares; 2025Q4: 51,655 shares; 2026Q1: 51,430 shares 51,430 $1.94M 0.53% -225 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,520 shares; 2024Q4: 17,258 shares; 2025Q1: 16,164 shares; 2025Q2: 25,117 shares; 2025Q3: 25,965 shares; 2025Q4: 40,539 shares; 2026Q1: 37,417 shares 37,417 $1.9M 0.52% -3,122 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,946 shares; 2024Q4: 6,951 shares; 2025Q1: 7,177 shares; 2025Q2: 7,148 shares; 2025Q3: 7,177 shares; 2025Q4: 7,199 shares; 2026Q1: 7,213 shares 7,213 $1.88M 0.51% +14 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: 7,198 shares; 2024Q4: 9,513 shares; 2025Q1: 9,590 shares; 2025Q2: 9,367 shares; 2025Q3: 9,379 shares; 2025Q4: 9,307 shares; 2026Q1: 9,297 shares 9,297 $1.85M 0.5% -10 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,829 shares; 2024Q4: 17,259 shares; 2025Q1: 17,694 shares; 2025Q2: 17,969 shares; 2025Q3: 18,854 shares; 2025Q4: 18,819 shares; 2026Q1: 18,784 shares 18,784 $1.84M 0.5% -35 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 5,265 shares; 2025Q1: 5,293 shares; 2025Q2: 5,376 shares; 2025Q3: 5,387 shares; 2025Q4: 5,278 shares; 2026Q1: 5,230 shares 5,230 $1.81M 0.49% -48 Timeline AVBC AVIDIA BANCORP INC More: the full row for AVIDIA BANCORP 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: 32,189 shares; 2026Q1: 90,693 shares 90,693 $1.78M 0.49% +58,504 Timeline ANGO ANGIODYNAMICS INC More: the full row for ANGIODYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,108 shares; 2024Q4: 64,033 shares; 2025Q1: 64,138 shares; 2025Q2: 65,080 shares; 2025Q3: 105,140 shares; 2025Q4: 150,524 shares; 2026Q1: 152,615 shares 152,615 $1.74M 0.47% +2,091 Timeline ELMD ELECTROMED INC More: the full row for ELECTROMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,443 shares; 2024Q4: 31,615 shares; 2025Q1: 31,098 shares; 2025Q2: 36,337 shares; 2025Q3: 36,339 shares; 2025Q4: 35,703 shares; 2026Q1: 72,964 shares 72,964 $1.71M 0.46% +37,261 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: 7,651 shares; 2024Q4: 7,741 shares; 2025Q1: 7,706 shares; 2025Q2: 6,786 shares; 2025Q3: 6,582 shares; 2025Q4: 8,000 shares; 2026Q1: 8,023 shares 8,023 $1.69M 0.46% +23 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,954 shares; 2024Q4: 19,993 shares; 2025Q1: 19,914 shares; 2025Q2: 19,914 shares; 2025Q3: 17,547 shares; 2025Q4: 17,457 shares; 2026Q1: 17,401 shares 17,401 $1.69M 0.46% -56 Timeline PGX 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: 191,116 shares; 2024Q4: 190,116 shares; 2025Q1: 193,093 shares; 2025Q2: 197,193 shares; 2025Q3: 190,460 shares; 2025Q4: 196,216 shares; 2026Q1: 153,019 shares 153,019 $1.66M 0.45% -43,197 Timeline SDY 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: 11,895 shares; 2024Q4: 11,463 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,333 shares; 2025Q4: 11,382 shares; 2026Q1: 11,382 shares 11,382 $1.66M 0.45% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,490 shares; 2024Q4: 10,464 shares; 2025Q1: 11,184 shares; 2025Q2: 11,328 shares; 2025Q3: 11,311 shares; 2025Q4: 11,312 shares; 2026Q1: 11,252 shares 11,252 $1.66M 0.45% -60 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,990 shares; 2024Q4: 24,891 shares; 2025Q1: 25,308 shares; 2025Q2: 25,263 shares; 2025Q3: 25,185 shares; 2025Q4: 25,155 shares; 2026Q1: 25,150 shares 25,150 $1.64M 0.45% -5 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,897 shares; 2024Q4: 20,911 shares; 2025Q1: 20,846 shares; 2025Q2: 20,421 shares; 2025Q3: 19,311 shares; 2025Q4: 19,271 shares; 2026Q1: 19,271 shares 19,271 $1.64M 0.44% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,304 shares; 2024Q4: 9,316 shares; 2025Q1: 9,373 shares; 2025Q2: 9,389 shares; 2025Q3: 9,709 shares; 2025Q4: 10,520 shares; 2026Q1: 11,311 shares 11,311 $1.63M 0.44% +791 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: 4,685 shares; 2024Q4: 4,792 shares; 2025Q1: 4,807 shares; 2025Q2: 4,887 shares; 2025Q3: 5,086 shares; 2025Q4: 5,135 shares; 2026Q1: 5,203 shares 5,203 $1.62M 0.44% +68 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,034 shares; 2024Q4: 21,127 shares; 2025Q1: 20,345 shares; 2025Q2: 20,550 shares; 2025Q3: 13,248 shares; 2025Q4: 12,628 shares; 2026Q1: 13,098 shares 13,098 $1.59M 0.43% +470 Timeline STRW STRAWBERRY FIELDS REIT INC More: the full row for STRAWBERRY FIELDS REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,950 shares; 2025Q1: 71,242 shares; 2025Q2: 71,665 shares; 2025Q3: 85,398 shares; 2025Q4: 88,891 shares; 2026Q1: 132,771 shares 132,771 $1.58M 0.43% +43,880 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,774 shares; 2024Q4: 55,515 shares; 2025Q1: 75,714 shares; 2025Q2: 76,929 shares; 2025Q3: 76,949 shares; 2025Q4: 75,321 shares; 2026Q1: 47,055 shares 47,055 $1.57M 0.43% -28,266 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,450 shares; 2024Q4: 20,481 shares; 2025Q1: 20,421 shares; 2025Q2: 20,305 shares; 2025Q3: 20,280 shares; 2025Q4: 20,190 shares; 2026Q1: 19,665 shares 19,665 $1.56M 0.42% -525 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: 16,174 shares; 2024Q4: 16,029 shares; 2025Q1: 15,981 shares; 2025Q2: 15,556 shares; 2025Q3: 14,169 shares; 2025Q4: 13,709 shares; 2026Q1: 13,709 shares 13,709 $1.55M 0.42% 0 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,745 shares; 2024Q4: 114,172 shares; 2025Q1: 113,670 shares; 2025Q2: 66,493 shares; 2025Q3: 64,984 shares; 2025Q4: 82,232 shares; 2026Q1: 115,050 shares 115,050 $1.54M 0.42% +32,818 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,463 shares; 2025Q2: 47,549 shares; 2025Q3: 47,583 shares; 2025Q4: 87,803 shares; 2026Q1: 88,130 shares 88,130 $1.53M 0.42% +327 Timeline ANGL 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: 34,460 shares; 2024Q4: 37,586 shares; 2025Q1: 43,882 shares; 2025Q2: 42,601 shares; 2025Q3: 44,659 shares; 2025Q4: 51,038 shares; 2026Q1: 52,612 shares 52,612 $1.51M 0.41% +1,574 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: 121,382 shares; 2024Q4: 120,896 shares; 2025Q1: 95,012 shares; 2025Q2: 46,854 shares; 2025Q3: 46,814 shares; 2025Q4: 45,907 shares; 2026Q1: 45,218 shares 45,218 $1.5M 0.41% -689 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: 7,782 shares; 2024Q4: 7,790 shares; 2025Q1: 7,858 shares; 2025Q2: 7,797 shares; 2025Q3: 7,735 shares; 2025Q4: 7,708 shares; 2026Q1: 7,708 shares 7,708 $1.49M 0.4% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,338 shares; 2024Q4: 24,981 shares; 2025Q1: 12,018 shares; 2025Q2: 12,209 shares; 2025Q3: 12,231 shares; 2025Q4: 34,776 shares; 2026Q1: 17,560 shares 17,560 $1.49M 0.4% -17,216 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,477 shares; 2024Q4: 20,699 shares; 2025Q1: 20,759 shares; 2025Q2: 22,254 shares; 2025Q3: 21,409 shares; 2025Q4: 29,319 shares; 2026Q1: 27,789 shares 27,789 $1.46M 0.4% -1,530 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,750 shares; 2024Q4: 82,733 shares; 2025Q1: 81,989 shares; 2025Q2: 109,570 shares; 2025Q3: 109,149 shares; 2025Q4: 107,577 shares; 2026Q1: 107,673 shares 107,673 $1.45M 0.4% +96 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 4,345 shares; 2025Q1: 4,345 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 3,850 shares; 2026Q1: 21,349 shares 21,349 $1.42M 0.39% +17,499 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,420 shares; 2025Q1: 38,908 shares; 2025Q2: 109,143 shares; 2025Q3: 107,466 shares; 2025Q4: 77,460 shares; 2026Q1: 77,046 shares 77,046 $1.41M 0.38% -414 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,169 shares; 2024Q4: 40,514 shares; 2025Q1: 40,904 shares; 2025Q2: 40,904 shares; 2025Q3: 38,533 shares; 2025Q4: 38,533 shares; 2026Q1: 39,145 shares 39,145 $1.39M 0.38% +612 Timeline LGCY LEGACY ED INC More: the full row for LEGACY ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,570 shares; 2024Q4: 50,357 shares; 2025Q1: 80,778 shares; 2025Q2: 82,143 shares; 2025Q3: 82,371 shares; 2025Q4: 109,208 shares; 2026Q1: 110,067 shares 110,067 $1.38M 0.37% +859 Timeline FLL FULL HSE RESORTS INC More: the full row for FULL HSE RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,540 shares; 2024Q4: 223,680 shares; 2025Q1: 225,394 shares; 2025Q2: 185,106 shares; 2025Q3: 235,803 shares; 2025Q4: 592,461 shares; 2026Q1: 602,923 shares 602,923 $1.36M 0.37% +10,462 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,736 shares; 2024Q4: 270,192 shares; 2025Q1: 270,588 shares; 2025Q2: 244,053 shares; 2025Q3: 244,114 shares; 2025Q4: 239,688 shares; 2026Q1: 298,702 shares 298,702 $1.32M 0.36% +59,014 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: 3,258 shares; 2024Q4: 3,265 shares; 2025Q1: 3,331 shares; 2025Q2: 3,418 shares; 2025Q3: 3,456 shares; 2025Q4: 3,457 shares; 2026Q1: 3,477 shares 3,477 $1.29M 0.35% +20 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,092 shares; 2024Q4: 17,267 shares; 2025Q1: 18,957 shares; 2025Q2: 19,012 shares; 2025Q3: 22,482 shares; 2025Q4: 23,682 shares; 2026Q1: 22,677 shares 22,677 $1.28M 0.35% -1,005 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,607 shares; 2024Q4: 10,746 shares; 2025Q1: 10,621 shares; 2025Q2: 10,461 shares; 2025Q3: 10,436 shares; 2025Q4: 20,872 shares; 2026Q1: 20,872 shares 20,872 $1.28M 0.35% 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: 5,663 shares; 2024Q4: 5,773 shares; 2025Q1: 5,773 shares; 2025Q2: 5,773 shares; 2025Q3: 5,767 shares; 2025Q4: 5,767 shares; 2026Q1: 5,717 shares 5,717 $1.24M 0.34% -50 Timeline INFU INFUSYSTEM HLDGS INC More: the full row for INFUSYSTEM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,668 shares; 2024Q4: 107,267 shares; 2025Q1: 105,332 shares; 2025Q2: 102,189 shares; 2025Q3: 102,728 shares; 2025Q4: 101,661 shares; 2026Q1: 130,416 shares 130,416 $1.2M 0.33% +28,755 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: 18,040 shares; 2024Q4: 17,211 shares; 2025Q1: 17,185 shares; 2025Q2: 17,005 shares; 2025Q3: 15,795 shares; 2025Q4: 16,435 shares; 2026Q1: 19,683 shares 19,683 $1.19M 0.32% +3,248 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,498 shares; 2024Q4: 33,367 shares; 2025Q1: 39,875 shares; 2025Q2: 28,087 shares; 2025Q3: 138,822 shares; 2025Q4: 155,181 shares; 2026Q1: 155,960 shares 155,960 $1.16M 0.31% +779 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,119 shares; 2024Q4: 26,060 shares; 2025Q1: 25,677 shares; 2025Q2: 25,677 shares; 2025Q3: 25,265 shares; 2025Q4: 25,390 shares; 2026Q1: 25,680 shares 25,680 $1.13M 0.31% +290 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: 1,889 shares; 2024Q4: 1,903 shares; 2025Q1: 2,058 shares; 2025Q2: 2,094 shares; 2025Q3: 2,135 shares; 2025Q4: 2,292 shares; 2026Q1: 2,303 shares 2,303 $1.1M 0.3% +11 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: 1,619 shares; 2024Q4: 825 shares; 2025Q1: 926 shares; 2025Q2: 1,086 shares; 2025Q3: 4,135 shares; 2025Q4: 4,130 shares; 2026Q1: 4,040 shares 4,040 $1.09M 0.3% -90 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: 4,980 shares; 2024Q4: 5,079 shares; 2025Q1: 4,815 shares; 2025Q2: 4,835 shares; 2025Q3: 4,392 shares; 2025Q4: 4,406 shares; 2026Q1: 4,383 shares 4,383 $1.09M 0.3% -23 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,570 shares; 2024Q4: 31,330 shares; 2025Q1: 31,282 shares; 2025Q2: 29,397 shares; 2025Q3: 64,489 shares; 2025Q4: 47,915 shares; 2026Q1: 47,520 shares 47,520 $1.07M 0.29% -395 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,283 shares; 2024Q4: 11,296 shares; 2025Q1: 11,188 shares; 2025Q2: 10,858 shares; 2025Q3: 10,774 shares; 2025Q4: 10,451 shares; 2026Q1: 10,451 shares 10,451 $1.07M 0.29% 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: 2,999 shares; 2024Q4: 3,149 shares; 2025Q1: 3,229 shares; 2025Q2: 3,499 shares; 2025Q3: 3,954 shares; 2025Q4: 4,057 shares; 2026Q1: 5,689 shares 5,689 $1.06M 0.29% +1,632 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,938 shares; 2025Q1: 1,929 shares; 2025Q2: 1,934 shares; 2025Q3: 1,931 shares; 2025Q4: 1,810 shares; 2026Q1: 1,646 shares 1,646 $1.02M 0.28% -164 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,548 shares; 2025Q1: 9,490 shares; 2025Q2: 9,405 shares; 2025Q3: 9,168 shares; 2025Q4: 8,953 shares; 2026Q1: 7,473 shares 7,473 $1.01M 0.28% -1,480 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: 4,825 shares; 2024Q4: 4,825 shares; 2025Q1: 4,825 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares; 2026Q1: 4,700 shares 4,700 $978K 0.27% -50 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,547 shares; 2024Q4: 23,746 shares; 2025Q1: 22,411 shares; 2025Q2: 22,311 shares; 2025Q3: 22,311 shares; 2025Q4: 21,016 shares; 2026Q1: 21,371 shares 21,371 $963K 0.26% +355 Timeline KRMD KORU MEDICAL SYSTEMS INC More: the full row for KORU MEDICAL SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,741 shares; 2024Q4: 157,917 shares; 2025Q1: 221,899 shares; 2025Q2: 225,425 shares; 2025Q3: 225,503 shares; 2025Q4: 221,199 shares; 2026Q1: 220,947 shares 220,947 $954K 0.26% -252 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 2,519 shares; 2025Q1: 3,144 shares; 2025Q2: 4,024 shares; 2025Q3: 4,104 shares; 2025Q4: 4,029 shares; 2026Q1: 3,929 shares 3,929 $936K 0.25% -100 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,448 shares; 2025Q4: 6,913 shares; 2026Q1: 7,054 shares 7,054 $925K 0.25% +141 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,401 shares; 2025Q1: 1,583 shares; 2025Q2: 1,910 shares; 2025Q3: 1,937 shares; 2025Q4: 1,932 shares; 2026Q1: 1,884 shares 1,884 $925K 0.25% -48 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,854 shares; 2025Q1: 4,881 shares; 2025Q2: 4,981 shares; 2025Q3: 4,981 shares; 2025Q4: 9,263 shares; 2026Q1: 10,431 shares 10,431 $923K 0.25% +1,168 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,303 shares; 2024Q4: 93,893 shares; 2025Q1: 94,284 shares; 2025Q2: 95,358 shares; 2025Q3: 86,863 shares; 2025Q4: 84,784 shares; 2026Q1: 109,866 shares 109,866 $914K 0.25% +25,082 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: not reported; 2024Q4: 3,730 shares; 2025Q1: 3,616 shares; 2025Q2: 4,065 shares; 2025Q3: 5,849 shares; 2025Q4: 8,424 shares; 2026Q1: 8,514 shares 8,514 $907K 0.25% +90 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: not reported; 2024Q4: not reported; 2025Q1: 1,706 shares; 2025Q2: 3,030 shares; 2025Q3: 3,051 shares; 2025Q4: 2,911 shares; 2026Q1: 2,908 shares 2,908 $900K 0.24% -3 Timeline AIP ARTERIS INC More: the full row for ARTERIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,604 shares; 2024Q4: 52,822 shares; 2025Q1: 53,278 shares; 2025Q2: 54,183 shares; 2025Q3: 54,237 shares; 2025Q4: 52,991 shares; 2026Q1: 53,003 shares 53,003 $871K 0.24% +12 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,524 shares; 2024Q4: 183,207 shares; 2025Q1: 184,182 shares; 2025Q2: 251,090 shares; 2025Q3: 206,544 shares; 2025Q4: 200,496 shares; 2026Q1: 199,796 shares 199,796 $837K 0.23% -700 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: 8,831 shares; 2024Q4: 9,232 shares; 2025Q1: 9,232 shares; 2025Q2: 9,232 shares; 2025Q3: 9,244 shares; 2025Q4: 9,247 shares; 2026Q1: 9,187 shares 9,187 $836K 0.23% -60 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: 8,847 shares; 2024Q4: 8,902 shares; 2025Q1: 8,902 shares; 2025Q2: 8,952 shares; 2025Q3: 8,932 shares; 2025Q4: 17,844 shares; 2026Q1: 17,844 shares 17,844 $819K 0.22% 0 Timeline SPMD 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: 13,511 shares; 2024Q4: 13,511 shares; 2025Q1: 13,511 shares; 2025Q2: 13,511 shares; 2025Q3: 13,511 shares; 2025Q4: 13,511 shares; 2026Q1: 13,511 shares 13,511 $800K 0.22% 0 Timeline TLSI TRISALUS LIFE SCIENCES INC More: the full row for TRISALUS LIFE SCIENCES 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: 59,733 shares; 2025Q4: 58,551 shares; 2026Q1: 199,845 shares 199,845 $799K 0.22% +141,294 Timeline SPSM 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: 19,390 shares; 2024Q4: 19,505 shares; 2025Q1: 19,631 shares; 2025Q2: 16,635 shares; 2025Q3: 16,001 shares; 2025Q4: 15,916 shares; 2026Q1: 16,436 shares 16,436 $794K 0.22% +520 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,929 shares; 2024Q4: 10,929 shares; 2025Q1: 10,929 shares; 2025Q2: 10,929 shares; 2025Q3: 10,929 shares; 2025Q4: 10,889 shares; 2026Q1: 10,889 shares 10,889 $781K 0.21% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,246 shares; 2025Q1: 3,036 shares; 2025Q2: 6,552 shares; 2025Q3: 6,552 shares; 2025Q4: 7,306 shares; 2026Q1: 7,156 shares 7,156 $780K 0.21% -150 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,425 shares; 2024Q4: 8,205 shares; 2025Q1: 8,941 shares; 2025Q2: 9,341 shares; 2025Q3: 9,493 shares; 2025Q4: 13,438 shares; 2026Q1: 13,681 shares 13,681 $777K 0.21% +243 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 6,243 shares; 2025Q1: 6,148 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares; 2025Q4: 6,254 shares; 2026Q1: 6,246 shares 6,246 $776K 0.21% -8 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,301 shares; 2025Q1: 2,372 shares; 2025Q2: 2,375 shares; 2025Q3: 2,155 shares; 2025Q4: 2,071 shares; 2026Q1: 2,115 shares 2,115 $748K 0.2% +44 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,561 shares; 2025Q4: 2,506 shares; 2026Q1: 4,282 shares 4,282 $743K 0.2% +1,776 Timeline KRE 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: 13,330 shares; 2024Q4: 12,960 shares; 2025Q1: 12,235 shares; 2025Q2: 11,360 shares; 2025Q3: 11,360 shares; 2025Q4: 11,260 shares; 2026Q1: 11,260 shares 11,260 $734K 0.2% 0 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: 671 shares; 2024Q4: 671 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 710 shares 710 $707K 0.19% +5 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 13,985 shares; 2025Q1: 13,842 shares; 2025Q2: 14,745 shares; 2025Q3: 14,249 shares; 2025Q4: 13,952 shares; 2026Q1: 13,685 shares 13,685 $704K 0.19% -267 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,690 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,580 shares 1,580 $676K 0.18% -29 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: not reported; 2024Q4: not reported; 2025Q1: 15,271 shares; 2025Q2: 15,236 shares; 2025Q3: 15,236 shares; 2025Q4: 15,236 shares; 2026Q1: 17,786 shares 17,786 $673K 0.18% +2,550 Timeline BCHT BIRCHTECH CORP More: the full row for BIRCHTECH 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: 351,885 shares 351,885 $669K 0.18% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,723 shares; 2024Q4: 12,723 shares; 2025Q1: 12,304 shares; 2025Q2: 12,304 shares; 2025Q3: 12,202 shares; 2025Q4: 12,202 shares; 2026Q1: 12,202 shares 12,202 $660K 0.18% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,954 shares; 2025Q3: 2,603 shares; 2025Q4: 3,668 shares; 2026Q1: 5,033 shares 5,033 $659K 0.18% +1,365 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,998 shares; 2025Q2: 29,192 shares; 2025Q3: 25,288 shares; 2025Q4: 24,701 shares; 2026Q1: 17,738 shares 17,738 $658K 0.18% -6,963 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,007 shares; 2026Q1: 932 shares 932 $655K 0.18% -75 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 4,994 shares; 2025Q1: 12,256 shares; 2025Q2: 12,086 shares; 2025Q3: 12,086 shares; 2025Q4: 12,086 shares; 2026Q1: 12,086 shares 12,086 $654K 0.18% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,514 shares; 2024Q4: 7,429 shares; 2025Q1: 7,444 shares; 2025Q2: 7,336 shares; 2025Q3: 6,748 shares; 2025Q4: 6,841 shares; 2026Q1: 6,789 shares 6,789 $654K 0.18% -52 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 5,012 shares; 2025Q1: 5,012 shares; 2025Q2: 5,012 shares; 2025Q3: 5,012 shares; 2025Q4: 5,012 shares; 2026Q1: 5,012 shares 5,012 $642K 0.17% 0 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; 2024Q2: restricted; 2024Q3: 12,974 shares; 2024Q4: 12,887 shares; 2025Q1: 12,850 shares; 2025Q2: 12,175 shares; 2025Q3: 12,025 shares; 2025Q4: 11,880 shares; 2026Q1: 11,880 shares 11,880 $636K 0.17% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 2,594 shares; 2025Q1: 2,591 shares; 2025Q2: 2,556 shares; 2025Q3: 2,556 shares; 2025Q4: 2,546 shares; 2026Q1: 2,546 shares 2,546 $636K 0.17% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,138 shares; 2024Q4: 30,593 shares; 2025Q1: 29,269 shares; 2025Q2: 28,201 shares; 2025Q3: 27,118 shares; 2025Q4: 24,551 shares; 2026Q1: 27,761 shares 27,761 $629K 0.17% +3,210 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $627K 0.17% 0 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,671 shares; 2026Q1: 6,671 shares 6,671 $621K 0.17% 0 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,748 shares; 2025Q1: 16,949 shares; 2025Q2: 17,218 shares; 2025Q3: 10,591 shares; 2025Q4: 10,356 shares; 2026Q1: 10,361 shares 10,361 $612K 0.17% +5 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 3,217 shares; 2025Q1: 3,445 shares; 2025Q2: 3,494 shares; 2025Q3: 3,505 shares; 2025Q4: 3,256 shares; 2026Q1: 3,227 shares 3,227 $612K 0.17% -29 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: 4,192 shares; 2024Q4: 4,192 shares; 2025Q1: 4,225 shares; 2025Q2: 4,147 shares; 2025Q3: 4,140 shares; 2025Q4: 4,149 shares; 2026Q1: 4,144 shares 4,144 $599K 0.16% -5 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 4,013 shares; 2025Q1: 3,545 shares; 2025Q2: 3,030 shares; 2025Q3: 2,808 shares; 2025Q4: not reported; 2026Q1: 9,287 shares 9,287 $596K 0.16% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: 4,053 shares; 2025Q1: 4,053 shares; 2025Q2: 4,053 shares; 2025Q3: 4,053 shares; 2025Q4: 4,053 shares; 2026Q1: 4,040 shares 4,040 $595K 0.16% -13 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,398 shares; 2024Q4: 68,944 shares; 2025Q1: 68,646 shares; 2025Q2: 68,373 shares; 2025Q3: 68,380 shares; 2025Q4: 66,896 shares; 2026Q1: 65,371 shares 65,371 $587K 0.16% -1,525 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,535 shares; 2026Q1: 5,850 shares 5,850 $576K 0.16% +3,315 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,133 shares; 2025Q1: 6,328 shares; 2025Q2: 6,648 shares; 2025Q3: 6,453 shares; 2025Q4: 6,548 shares; 2026Q1: 6,550 shares 6,550 $568K 0.15% +2 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,358 shares; 2025Q4: 3,358 shares; 2026Q1: 3,358 shares 3,358 $558K 0.15% 0 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: 10,820 shares; 2024Q4: 10,809 shares; 2025Q1: 10,724 shares; 2025Q2: 10,799 shares; 2025Q3: 10,799 shares; 2025Q4: 10,819 shares; 2026Q1: 10,719 shares 10,719 $557K 0.15% -100 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,992 shares; 2025Q1: 2,972 shares; 2025Q2: 2,972 shares; 2025Q3: 2,972 shares; 2025Q4: 2,972 shares; 2026Q1: 2,972 shares 2,972 $544K 0.15% 0 Timeline CMT CORE MOLDING TECHNOLOGIES IN More: the full row for CORE MOLDING TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,505 shares; 2025Q1: 15,531 shares; 2025Q2: 24,791 shares; 2025Q3: 24,784 shares; 2025Q4: 24,194 shares; 2026Q1: 24,212 shares 24,212 $542K 0.15% +18 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 7,690 shares; 2025Q1: 8,372 shares; 2025Q2: 7,755 shares; 2025Q3: 7,798 shares; 2025Q4: 7,731 shares; 2026Q1: 7,580 shares 7,580 $540K 0.15% -151 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,632 shares; 2025Q1: 2,672 shares; 2025Q2: 2,692 shares; 2025Q3: 2,706 shares; 2025Q4: 4,365 shares; 2026Q1: 5,575 shares 5,575 $538K 0.15% +1,210 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,624 shares; 2024Q4: 22,504 shares; 2025Q1: 24,134 shares; 2025Q2: 23,933 shares; 2025Q3: 22,308 shares; 2025Q4: 11,413 shares; 2026Q1: 14,413 shares 14,413 $536K 0.15% +3,000 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,783 shares; 2025Q1: 17,882 shares; 2025Q2: 25,362 shares; 2025Q3: 25,356 shares; 2025Q4: 29,989 shares; 2026Q1: 50,685 shares 50,685 $531K 0.14% +20,696 Timeline RDVT RED VIOLET INC More: the full row for RED VIOLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,521 shares; 2025Q1: 10,569 shares; 2025Q2: 15,243 shares; 2025Q3: 15,254 shares; 2025Q4: 14,920 shares; 2026Q1: 14,916 shares 14,916 $516K 0.14% -4 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,903 shares; 2024Q4: 4,065 shares; 2025Q1: 3,975 shares; 2025Q2: 4,025 shares; 2025Q3: 4,473 shares; 2025Q4: 6,327 shares; 2026Q1: 6,327 shares 6,327 $503K 0.14% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,899 shares; 2025Q1: 1,162 shares; 2025Q2: 1,172 shares; 2025Q3: 1,171 shares; 2025Q4: 849 shares; 2026Q1: 849 shares 849 $490K 0.13% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,840 shares; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 7,400 shares 7,400 $489K 0.13% 0 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: 1,285 shares; 2024Q4: 1,290 shares; 2025Q1: 1,219 shares; 2025Q2: 1,548 shares; 2025Q3: 1,706 shares; 2025Q4: 1,435 shares; 2026Q1: 1,480 shares 1,480 $487K 0.13% +45 Timeline VELO VELO3D INC More: the full row for VELO3D 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: 134,185 shares; 2025Q4: 129,642 shares; 2026Q1: 51,343 shares 51,343 $482K 0.13% -78,299 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 5,175 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares 5,175 $478K 0.13% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,212 shares; 2025Q1: 2,427 shares; 2025Q2: 3,222 shares; 2025Q3: 2,913 shares; 2025Q4: 2,560 shares; 2026Q1: 2,550 shares 2,550 $476K 0.13% -10 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,423 shares; 2024Q4: 74,314 shares; 2025Q1: 74,754 shares; 2025Q2: 73,135 shares; 2025Q3: 83,469 shares; 2025Q4: 90,061 shares; 2026Q1: 89,523 shares 89,523 $464K 0.13% -538 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: 13,038 shares; 2024Q4: 19,234 shares; 2025Q1: 19,174 shares; 2025Q2: 14,179 shares; 2025Q3: 14,081 shares; 2025Q4: 13,391 shares; 2026Q1: 16,316 shares 16,316 $458K 0.12% +2,925 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,498 shares; 2024Q4: 13,456 shares; 2025Q1: 13,241 shares; 2025Q2: 13,066 shares; 2025Q3: 13,066 shares; 2025Q4: 12,641 shares; 2026Q1: 9,791 shares 9,791 $443K 0.12% -2,850 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 13,220 shares; 2025Q1: 13,220 shares; 2025Q2: 13,120 shares; 2025Q3: 13,120 shares; 2025Q4: 13,120 shares; 2026Q1: 13,120 shares 13,120 $440K 0.12% 0 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS 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: 17,093 shares; 2025Q4: 38,569 shares; 2026Q1: 51,466 shares 51,466 $434K 0.12% +12,897 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: 2,430 shares; 2025Q1: 2,405 shares; 2025Q2: 2,940 shares; 2025Q3: 2,983 shares; 2025Q4: 3,064 shares; 2026Q1: 3,064 shares 3,064 $427K 0.12% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 961 shares; 2025Q1: 1,029 shares; 2025Q2: 1,032 shares; 2025Q3: 1,041 shares; 2025Q4: 1,038 shares; 2026Q1: 946 shares 946 $413K 0.11% -92 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: 18,075 shares; 2024Q4: 21,180 shares; 2025Q1: 21,030 shares; 2025Q2: 21,030 shares; 2025Q3: 21,030 shares; 2025Q4: 21,030 shares; 2026Q1: 21,230 shares 21,230 $410K 0.11% +200 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: 1,088 shares; 2024Q4: 1,149 shares; 2025Q1: 1,305 shares; 2025Q2: 1,183 shares; 2025Q3: 1,177 shares; 2025Q4: 1,174 shares; 2026Q1: 1,134 shares 1,134 $399K 0.11% -40 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,030 shares; 2024Q4: 54,572 shares; 2025Q1: 54,630 shares; 2025Q2: 53,416 shares; 2025Q3: 58,263 shares; 2025Q4: 23,081 shares; 2026Q1: 23,081 shares 23,081 $398K 0.11% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,940 shares; 2025Q1: 4,091 shares; 2025Q2: 4,099 shares; 2025Q3: 4,099 shares; 2025Q4: 4,379 shares; 2026Q1: 4,375 shares 4,375 $396K 0.11% -4 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 2,103 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares 1,840 $396K 0.11% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,505 shares; 2025Q3: 1,540 shares; 2025Q4: 1,543 shares; 2026Q1: 1,432 shares 1,432 $382K 0.1% -111 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: 4,143 shares; 2024Q4: 4,104 shares; 2025Q1: 4,104 shares; 2025Q2: 4,104 shares; 2025Q3: 4,104 shares; 2025Q4: 4,099 shares; 2026Q1: 4,099 shares 4,099 $381K 0.1% 0 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: 3,464 shares; 2025Q4: 3,697 shares; 2026Q1: 3,847 shares 3,847 $371K 0.1% +150 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: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares 1,510 $369K 0.1% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,260 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,260 shares; 2026Q1: 1,261 shares 1,261 $366K 0.1% +1 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: 3,121 shares; 2024Q4: 3,121 shares; 2025Q1: 3,121 shares; 2025Q2: 2,871 shares; 2025Q3: 2,771 shares; 2025Q4: 2,771 shares; 2026Q1: 2,771 shares 2,771 $366K 0.1% 0 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: 2,670 shares; 2024Q4: 2,716 shares; 2025Q1: 2,851 shares; 2025Q2: 4,026 shares; 2025Q3: 3,629 shares; 2025Q4: 3,988 shares; 2026Q1: 3,968 shares 3,968 $355K 0.1% -20 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: 521 shares; 2024Q4: 522 shares; 2025Q1: 602 shares; 2025Q2: 592 shares; 2025Q3: 611 shares; 2025Q4: 683 shares; 2026Q1: 691 shares 691 $340K 0.09% +8 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: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares 1,030 $338K 0.09% 0 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: not reported; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares 1,562 $330K 0.09% 0 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: 824 shares; 2024Q4: 934 shares; 2025Q1: 1,174 shares; 2025Q2: 1,254 shares; 2025Q3: 1,320 shares; 2025Q4: 1,371 shares; 2026Q1: 1,380 shares 1,380 $326K 0.09% +9 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: not reported; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $322K 0.09% 0 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,653 shares; 2024Q4: 10,528 shares; 2025Q1: 8,224 shares; 2025Q2: 8,359 shares; 2025Q3: 8,343 shares; 2025Q4: 8,193 shares; 2026Q1: 8,195 shares 8,195 $316K 0.09% +2 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,187 shares 7,187 $305K 0.08% new 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: 970 shares; 2024Q4: 960 shares; 2025Q1: 945 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares 885 $304K 0.08% 0 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $304K 0.08% 0 Timeline DUOT DUOS TECHNOLOGIES GROUP INC More: the full row for DUOS TECHNOLOGIES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,729 shares 43,729 $300K 0.08% 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: 3,680 shares; 2024Q4: 3,685 shares; 2025Q1: 3,856 shares; 2025Q2: 3,976 shares; 2025Q3: 3,986 shares; 2025Q4: 3,907 shares; 2026Q1: 3,922 shares 3,922 $298K 0.08% +15 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 4,770 shares 4,770 $295K 0.08% new Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 4,580 shares; 2025Q1: 4,415 shares; 2025Q2: 2,890 shares; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares 2,890 $293K 0.08% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $290K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,055 shares 6,055 $278K 0.08% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,273 shares; 2024Q4: 20,274 shares; 2025Q1: 19,274 shares; 2025Q2: 19,274 shares; 2025Q3: 18,684 shares; 2025Q4: 18,684 shares; 2026Q1: 17,684 shares 17,684 $277K 0.08% -1,000 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,837 shares; 2025Q1: 2,799 shares; 2025Q2: not reported; 2025Q3: 2,719 shares; 2025Q4: 2,719 shares; 2026Q1: 2,719 shares 2,719 $273K 0.07% 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: 4,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares 4,550 $267K 0.07% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,689 shares; 2025Q1: 3,761 shares; 2025Q2: 3,761 shares; 2025Q3: 3,525 shares; 2025Q4: 3,632 shares; 2026Q1: 3,652 shares 3,652 $265K 0.07% +20 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,156 shares; 2025Q1: 3,091 shares; 2025Q2: 3,076 shares; 2025Q3: 3,056 shares; 2025Q4: 3,056 shares; 2026Q1: 3,056 shares 3,056 $260K 0.07% 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: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares; 2026Q1: 1,432 shares 1,432 $260K 0.07% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,617 shares; 2025Q3: 3,617 shares; 2025Q4: 4,086 shares; 2026Q1: 4,086 shares 4,086 $256K 0.07% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,590 shares; 2025Q1: 1,550 shares; 2025Q2: 1,577 shares; 2025Q3: 1,587 shares; 2025Q4: 1,108 shares; 2026Q1: 943 shares 943 $255K 0.07% -165 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,488 shares 2,488 $231K 0.06% new 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: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: 1,857 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,236 shares; 2026Q1: 1,186 shares 1,186 $230K 0.06% -50 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,025 shares; 2025Q1: 3,208 shares; 2025Q2: 3,208 shares; 2025Q3: 3,208 shares; 2025Q4: 3,208 shares; 2026Q1: 3,208 shares 3,208 $227K 0.06% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,808 shares; 2024Q4: 6,808 shares; 2025Q1: 6,808 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,492 shares 5,492 $225K 0.06% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,478 shares; 2024Q4: 17,328 shares; 2025Q1: 10,827 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,061 shares; 2026Q1: 8,044 shares 8,044 $221K 0.06% -17 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 2,866 shares 2,866 $218K 0.06% new Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 1,415 shares; 2026Q1: 1,580 shares 1,580 $217K 0.06% +165 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,984 shares; 2024Q4: 26,909 shares; 2025Q1: 22,859 shares; 2025Q2: 19,783 shares; 2025Q3: 19,783 shares; 2025Q4: 19,349 shares; 2026Q1: 16,439 shares 16,439 $211K 0.06% -2,910 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $210K 0.06% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares 761 $203K 0.06% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $201K 0.05% 0 Timeline IQE PLC IQE PLC More: the full row for IQE 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: 306,000 shares 306,000 $98.8K 0.03% new RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,861 shares; 2024Q4: 352,747 shares; 2025Q1: 355,522 shares; 2025Q2: 418,957 shares; 2025Q3: 300,785 shares; 2025Q4: 13,335 shares; 2026Q1: 13,335 shares 13,335 $28.3K 0.01% 0 Timeline HAIN HAIN CELESTIAL GROUP INC More: the full row for HAIN CELESTIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,000 shares 32,000 $22.3K 0.01% new Timeline MITQ MOVING IMAGE TECHNOLOGIES IN More: the full row for MOVING IMAGE TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,360 shares; 2025Q2: 25,360 shares; 2025Q3: 30,441 shares; 2025Q4: 30,441 shares; 2026Q1: 30,441 shares 30,441 $15.8K <0.01% 0 Timeline