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: 3,689,916 shares; 2024Q4: 3,709,916 shares; 2025Q1: 3,131,351 shares; 2025Q2: 3,293,402 shares; 2025Q3: 3,348,344 shares; 2025Q4: 3,364,486 shares; 2026Q1: 2,762,949 shares 2,762,949 $491M 5.54% -601,537 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: 1,792,646 shares; 2024Q4: 1,795,663 shares; 2025Q1: 1,790,932 shares; 2025Q2: 1,766,469 shares; 2025Q3: 1,785,159 shares; 2025Q4: 1,833,094 shares; 2026Q1: 1,718,238 shares 1,718,238 $445M 5.02% -114,856 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: 1,406,471 shares; 2024Q4: 1,409,529 shares; 2025Q1: 1,419,344 shares; 2025Q2: 1,506,419 shares; 2025Q3: 1,531,488 shares; 2025Q4: 1,566,242 shares; 2026Q1: 1,490,983 shares 1,490,983 $444M 5.01% -75,259 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: 901,088 shares; 2024Q4: 909,060 shares; 2025Q1: 911,495 shares; 2025Q2: 956,699 shares; 2025Q3: 974,271 shares; 2025Q4: 990,128 shares; 2026Q1: 974,500 shares 974,500 $363M 4.1% -15,628 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: 1,092,600 shares; 2024Q4: 1,107,513 shares; 2025Q1: 1,116,090 shares; 2025Q2: 1,295,474 shares; 2025Q3: 1,327,458 shares; 2025Q4: 1,335,511 shares; 2026Q1: 1,392,434 shares 1,392,434 $296M 3.34% +56,923 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: 431,311 shares; 2024Q4: 433,709 shares; 2025Q1: 423,294 shares; 2025Q2: 424,806 shares; 2025Q3: 418,819 shares; 2025Q4: 425,183 shares; 2026Q1: 438,139 shares 438,139 $289M 3.26% +12,956 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: 399,506 shares; 2024Q4: 397,085 shares; 2025Q1: 418,013 shares; 2025Q2: 423,847 shares; 2025Q3: 426,405 shares; 2025Q4: 428,003 shares; 2026Q1: 401,934 shares 401,934 $266M 3% -26,069 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: 689,858 shares; 2024Q4: 706,677 shares; 2025Q1: 706,866 shares; 2025Q2: 763,829 shares; 2025Q3: 776,920 shares; 2025Q4: 795,026 shares; 2026Q1: 839,540 shares 839,540 $264M 2.98% +44,514 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: 607,673 shares; 2024Q4: 609,496 shares; 2025Q1: 613,902 shares; 2025Q2: 640,969 shares; 2025Q3: 644,736 shares; 2025Q4: 656,811 shares; 2026Q1: 671,640 shares 671,640 $198M 2.24% +14,829 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: 186,959 shares; 2024Q4: 190,861 shares; 2025Q1: 214,665 shares; 2025Q2: 231,481 shares; 2025Q3: 236,768 shares; 2025Q4: 241,566 shares; 2026Q1: 257,540 shares 257,540 $148M 1.67% +15,974 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: 103,924 shares; 2024Q4: 93,561 shares; 2025Q1: 116,747 shares; 2025Q2: 133,298 shares; 2025Q3: 139,522 shares; 2025Q4: 176,625 shares; 2026Q1: 148,096 shares 148,096 $137M 1.55% -28,529 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: 435,435 shares; 2024Q4: 434,176 shares; 2025Q1: 392,229 shares; 2025Q2: 413,713 shares; 2025Q3: 418,365 shares; 2025Q4: 435,980 shares; 2026Q1: 451,573 shares 451,573 $137M 1.55% +15,593 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715,549 shares; 2024Q4: 1,710,203 shares; 2025Q1: 1,738,884 shares; 2025Q2: 1,770,444 shares; 2025Q3: 1,811,634 shares; 2025Q4: 1,820,410 shares; 2026Q1: 1,821,978 shares 1,821,978 $125M 1.41% +1,568 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: 205,500 shares; 2024Q4: 210,971 shares; 2025Q1: 208,658 shares; 2025Q2: 224,971 shares; 2025Q3: 227,648 shares; 2025Q4: 231,642 shares; 2026Q1: 239,727 shares 239,727 $114M 1.29% +8,085 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: 360,449 shares; 2024Q4: 332,530 shares; 2025Q1: 331,928 shares; 2025Q2: 330,861 shares; 2025Q3: 329,418 shares; 2025Q4: 288,194 shares; 2026Q1: 290,399 shares 290,399 $102M 1.16% +2,205 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: 1,458,435 shares; 2024Q4: 1,383,185 shares; 2025Q1: 1,373,327 shares; 2025Q2: 1,336,292 shares; 2025Q3: 1,374,468 shares; 2025Q4: 1,362,811 shares; 2026Q1: 1,525,106 shares 1,525,106 $99.3M 1.12% +162,295 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573,649 shares; 2024Q4: 571,636 shares; 2025Q1: 574,620 shares; 2025Q2: 568,990 shares; 2025Q3: 559,987 shares; 2025Q4: 574,995 shares; 2026Q1: 589,918 shares 589,918 $95.5M 1.08% +14,923 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: 384,308 shares; 2024Q4: 388,090 shares; 2025Q1: 389,110 shares; 2025Q2: 414,255 shares; 2025Q3: 423,166 shares; 2025Q4: 427,462 shares; 2026Q1: 444,870 shares 444,870 $88.3M 1% +17,408 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: 624,209 shares; 2024Q4: 625,201 shares; 2025Q1: 636,875 shares; 2025Q2: 651,841 shares; 2025Q3: 672,489 shares; 2025Q4: 695,194 shares; 2026Q1: 689,021 shares 689,021 $86.9M 0.98% -6,173 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: 33,644 shares; 2024Q4: 75,220 shares; 2025Q1: 79,137 shares; 2025Q2: 148,205 shares; 2025Q3: 159,013 shares; 2025Q4: 204,841 shares; 2026Q1: 241,911 shares 241,911 $85.4M 0.96% +37,070 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: 138,719 shares; 2024Q4: 137,997 shares; 2025Q1: 135,602 shares; 2025Q2: 132,647 shares; 2025Q3: 128,786 shares; 2025Q4: 127,976 shares; 2026Q1: 133,073 shares 133,073 $83.2M 0.94% +5,097 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: 382,426 shares; 2024Q4: 378,184 shares; 2025Q1: 383,842 shares; 2025Q2: 402,845 shares; 2025Q3: 427,535 shares; 2025Q4: 432,891 shares; 2026Q1: 396,607 shares 396,607 $78.9M 0.89% -36,284 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: 257,042 shares; 2024Q4: 265,697 shares; 2025Q1: 263,125 shares; 2025Q2: 406,706 shares; 2025Q3: 401,773 shares; 2025Q4: 457,124 shares; 2026Q1: 616,278 shares 616,278 $78.1M 0.88% +159,154 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: 72,087 shares; 2024Q4: 91,306 shares; 2025Q1: 92,403 shares; 2025Q2: 98,929 shares; 2025Q3: 100,905 shares; 2025Q4: 102,271 shares; 2026Q1: 89,887 shares 89,887 $77.8M 0.88% -12,384 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: 258,095 shares; 2024Q4: 259,777 shares; 2025Q1: 259,874 shares; 2025Q2: 259,007 shares; 2025Q3: 253,879 shares; 2025Q4: 257,874 shares; 2026Q1: 251,917 shares 251,917 $75.6M 0.85% -5,957 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869,564 shares; 2024Q4: 819,635 shares; 2025Q1: 811,530 shares; 2025Q2: 826,806 shares; 2025Q3: 867,030 shares; 2025Q4: 899,452 shares; 2026Q1: 1,047,404 shares 1,047,404 $73.5M 0.83% +147,952 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 228,664 shares; 2025Q3: 238,561 shares; 2025Q4: 312,245 shares; 2026Q1: 340,968 shares 340,968 $72.2M 0.81% +28,723 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: 506,684 shares; 2024Q4: 508,030 shares; 2025Q1: 510,476 shares; 2025Q2: 538,713 shares; 2025Q3: 539,409 shares; 2025Q4: 557,983 shares; 2026Q1: 585,422 shares 585,422 $70.7M 0.8% +27,439 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: 266,056 shares; 2024Q4: 266,665 shares; 2025Q1: 268,002 shares; 2025Q2: 281,718 shares; 2025Q3: 287,135 shares; 2025Q4: 293,770 shares; 2026Q1: 308,462 shares 308,462 $70.4M 0.79% +14,692 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: 59,331 shares; 2024Q4: 60,410 shares; 2025Q1: 60,079 shares; 2025Q2: 63,117 shares; 2025Q3: 63,834 shares; 2025Q4: 64,616 shares; 2026Q1: 67,317 shares 67,317 $68.6M 0.77% +2,701 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: 262,808 shares; 2024Q4: 267,275 shares; 2025Q1: 258,068 shares; 2025Q2: 257,361 shares; 2025Q3: 258,704 shares; 2025Q4: 273,881 shares; 2026Q1: 271,231 shares 271,231 $68.4M 0.77% -2,650 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: 87,421 shares; 2024Q4: 87,589 shares; 2025Q1: 88,940 shares; 2025Q2: 92,934 shares; 2025Q3: 119,518 shares; 2025Q4: 127,685 shares; 2026Q1: 135,624 shares 135,624 $66.2M 0.75% +7,939 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: 1,093,400 shares; 2024Q4: 1,114,523 shares; 2025Q1: 1,096,993 shares; 2025Q2: 1,109,125 shares; 2025Q3: 1,095,104 shares; 2025Q4: 1,098,258 shares; 2026Q1: 1,177,251 shares 1,177,251 $63.6M 0.72% +78,993 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,948 shares; 2024Q4: 176,892 shares; 2025Q1: 179,007 shares; 2025Q2: 192,591 shares; 2025Q3: 198,628 shares; 2025Q4: 204,281 shares; 2026Q1: 215,176 shares 215,176 $62M 0.7% +10,895 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: 250,580 shares; 2024Q4: 256,851 shares; 2025Q1: 259,912 shares; 2025Q2: 273,724 shares; 2025Q3: 280,826 shares; 2025Q4: 451,494 shares; 2026Q1: 484,572 shares 484,572 $61.3M 0.69% +33,078 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: 127,040 shares; 2024Q4: 125,026 shares; 2025Q1: 126,267 shares; 2025Q2: 134,269 shares; 2025Q3: 261,104 shares; 2025Q4: 292,894 shares; 2026Q1: 314,938 shares 314,938 $60.5M 0.68% +22,044 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: 215 shares; 2024Q4: 215 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 74,044 shares 74,044 $57.2M 0.65% +73,706 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: 319,305 shares; 2024Q4: 321,846 shares; 2025Q1: 320,213 shares; 2025Q2: 339,265 shares; 2025Q3: 346,318 shares; 2025Q4: 354,189 shares; 2026Q1: 504,190 shares 504,190 $56.6M 0.64% +150,001 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: 158,454 shares; 2024Q4: 160,997 shares; 2025Q1: 204,318 shares; 2025Q2: 220,683 shares; 2025Q3: 228,716 shares; 2025Q4: 236,210 shares; 2026Q1: 254,831 shares 254,831 $54.3M 0.61% +18,621 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,509 shares; 2026Q1: 323,937 shares 323,937 $52.9M 0.6% +203,428 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: 21,992 shares; 2024Q4: 24,472 shares; 2025Q1: 25,340 shares; 2025Q2: 82,448 shares; 2025Q3: 86,130 shares; 2025Q4: 117,762 shares; 2026Q1: 129,576 shares 129,576 $51.7M 0.58% +11,814 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,549 shares; 2024Q4: 63,791 shares; 2025Q1: 65,526 shares; 2025Q2: 92,965 shares; 2025Q3: 100,093 shares; 2025Q4: 104,066 shares; 2026Q1: 111,103 shares 111,103 $50.3M 0.57% +7,037 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: 247,046 shares; 2024Q4: 244,735 shares; 2025Q1: 227,957 shares; 2025Q2: 237,030 shares; 2025Q3: 235,647 shares; 2025Q4: 237,225 shares; 2026Q1: 242,308 shares 242,308 $50.1M 0.57% +5,083 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: 40,290 shares; 2024Q4: 41,532 shares; 2025Q1: 42,486 shares; 2025Q2: 43,523 shares; 2025Q3: 44,201 shares; 2025Q4: 44,252 shares; 2026Q1: 42,010 shares 42,010 $49.6M 0.56% -2,242 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 4,047 shares; 2025Q1: 3,960 shares; 2025Q2: 3,880 shares; 2025Q3: 3,932 shares; 2025Q4: 40,132 shares; 2026Q1: 497,717 shares 497,717 $49.2M 0.56% +457,585 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: 408,712 shares; 2024Q4: 392,524 shares; 2025Q1: 418,197 shares; 2025Q2: 436,040 shares; 2025Q3: 437,357 shares; 2025Q4: 459,859 shares; 2026Q1: 532,405 shares 532,405 $48.9M 0.55% +72,546 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,558 shares; 2024Q4: 187,266 shares; 2025Q1: 187,268 shares; 2025Q2: 201,401 shares; 2025Q3: 206,410 shares; 2025Q4: 212,104 shares; 2026Q1: 186,364 shares 186,364 $45.8M 0.52% -25,740 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: 54,328 shares; 2024Q4: 54,502 shares; 2025Q1: 54,635 shares; 2025Q2: 58,449 shares; 2025Q3: 59,879 shares; 2025Q4: 61,408 shares; 2026Q1: 61,612 shares 61,612 $45.4M 0.51% +204 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,198 shares; 2024Q4: 337,799 shares; 2025Q1: 340,008 shares; 2025Q2: 362,727 shares; 2025Q3: 372,198 shares; 2025Q4: 380,288 shares; 2026Q1: 281,824 shares 281,824 $45.2M 0.51% -98,464 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: 336,248 shares; 2024Q4: 216,936 shares; 2025Q1: 205,641 shares; 2025Q2: 190,268 shares; 2025Q3: 184,380 shares; 2025Q4: 184,155 shares; 2026Q1: 181,167 shares 181,167 $43.7M 0.49% -2,988 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: 20,093 shares; 2024Q4: 20,433 shares; 2025Q1: 249,823 shares; 2025Q2: 286,605 shares; 2025Q3: 298,631 shares; 2025Q4: 302,645 shares; 2026Q1: 331,133 shares 331,133 $43.6M 0.49% +28,488 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,509 shares; 2024Q4: 35,141 shares; 2025Q1: 34,664 shares; 2025Q2: 43,757 shares; 2025Q3: 43,377 shares; 2025Q4: 43,527 shares; 2026Q1: 316,975 shares 316,975 $43.2M 0.49% +273,448 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,600 shares; 2024Q4: 59,405 shares; 2025Q1: 60,472 shares; 2025Q2: 61,793 shares; 2025Q3: 62,726 shares; 2025Q4: 62,778 shares; 2026Q1: 61,260 shares 61,260 $42.8M 0.48% -1,518 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: 127,210 shares; 2024Q4: 133,351 shares; 2025Q1: 135,773 shares; 2025Q2: 138,702 shares; 2025Q3: 141,932 shares; 2025Q4: 142,030 shares; 2026Q1: 156,256 shares 156,256 $40.4M 0.46% +14,226 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: 57,526 shares; 2024Q4: 53,222 shares; 2025Q1: 52,168 shares; 2025Q2: 51,024 shares; 2025Q3: 127,789 shares; 2025Q4: 195,242 shares; 2026Q1: 273,176 shares 273,176 $40.4M 0.46% +77,934 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: 20,733 shares; 2024Q4: 20,945 shares; 2025Q1: 21,249 shares; 2025Q2: 347,819 shares; 2025Q3: 387,359 shares; 2025Q4: 399,850 shares; 2026Q1: 426,076 shares 426,076 $39.3M 0.44% +26,226 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,051 shares; 2024Q4: 288,493 shares; 2025Q1: 295,253 shares; 2025Q2: 302,900 shares; 2025Q3: 573,940 shares; 2025Q4: 587,172 shares; 2026Q1: 643,321 shares 643,321 $38.9M 0.44% +56,149 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,724 shares; 2024Q4: 317,299 shares; 2025Q1: 322,690 shares; 2025Q2: 307,192 shares; 2025Q3: 307,549 shares; 2025Q4: 201,966 shares; 2026Q1: 199,452 shares 199,452 $38.5M 0.43% -2,514 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: 62,819 shares; 2025Q1: 61,636 shares; 2025Q2: 61,216 shares; 2025Q3: 60,402 shares; 2025Q4: 56,421 shares; 2026Q1: 170,604 shares 170,604 $37.6M 0.42% +114,183 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: 209,907 shares; 2024Q4: 201,179 shares; 2025Q1: 368,994 shares; 2025Q2: 380,291 shares; 2025Q3: 374,179 shares; 2025Q4: 370,343 shares; 2026Q1: 384,881 shares 384,881 $35.8M 0.4% +14,538 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: 115,592 shares; 2024Q4: 119,239 shares; 2025Q1: 123,425 shares; 2025Q2: 133,491 shares; 2025Q3: 137,835 shares; 2025Q4: 198,237 shares; 2026Q1: 388,667 shares 388,667 $35.4M 0.4% +190,430 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 64 shares; 2025Q1: 62 shares; 2025Q2: 64 shares; 2025Q3: 54 shares; 2025Q4: 53 shares; 2026Q1: 47 shares 47 $33.7M 0.38% -6 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,027 shares; 2024Q4: 320,740 shares; 2025Q1: 327,101 shares; 2025Q2: 230,769 shares; 2025Q3: 232,624 shares; 2025Q4: 237,935 shares; 2026Q1: 257,702 shares 257,702 $33.2M 0.37% +19,767 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: 49,454 shares; 2024Q4: 50,216 shares; 2025Q1: 49,192 shares; 2025Q2: 48,644 shares; 2025Q3: 47,099 shares; 2025Q4: 45,508 shares; 2026Q1: 45,686 shares 45,686 $33M 0.37% +178 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,986 shares; 2024Q4: 157,129 shares; 2025Q1: 158,423 shares; 2025Q2: 170,160 shares; 2025Q3: 174,402 shares; 2025Q4: 178,471 shares; 2026Q1: 186,166 shares 186,166 $32.5M 0.37% +7,695 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,691 shares; 2024Q4: 63,038 shares; 2025Q1: 63,135 shares; 2025Q2: 67,653 shares; 2025Q3: 69,625 shares; 2025Q4: 71,429 shares; 2026Q1: 74,773 shares 74,773 $32.5M 0.37% +3,344 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,969 shares; 2024Q4: 56,924 shares; 2025Q1: 58,018 shares; 2025Q2: 59,454 shares; 2025Q3: 60,399 shares; 2025Q4: 60,472 shares; 2026Q1: 57,528 shares 57,528 $31.8M 0.36% -2,944 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,106 shares; 2024Q4: 97,116 shares; 2025Q1: 97,090 shares; 2025Q2: 98,950 shares; 2025Q3: 99,090 shares; 2025Q4: 106,789 shares; 2026Q1: 107,478 shares 107,478 $31.3M 0.35% +689 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: 14,858 shares; 2024Q4: 14,856 shares; 2025Q1: 14,921 shares; 2025Q2: 34,029 shares; 2025Q3: 34,884 shares; 2025Q4: 35,841 shares; 2026Q1: 36,162 shares 36,162 $31M 0.35% +321 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: 329,193 shares; 2024Q4: 331,447 shares; 2025Q1: 336,358 shares; 2025Q2: 347,312 shares; 2025Q3: 353,083 shares; 2025Q4: 311,893 shares; 2026Q1: 319,972 shares 319,972 $30.8M 0.35% +8,079 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,337 shares; 2025Q1: 1,332 shares; 2025Q2: 4,298 shares; 2025Q3: 4,512 shares; 2025Q4: 4,869 shares; 2026Q1: 79,682 shares 79,682 $30.1M 0.34% +74,813 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,903 shares; 2024Q4: 86,383 shares; 2025Q1: 86,483 shares; 2025Q2: 84,086 shares; 2025Q3: 83,515 shares; 2025Q4: 85,261 shares; 2026Q1: 82,482 shares 82,482 $29.8M 0.34% -2,779 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,431 shares; 2024Q4: 216,139 shares; 2025Q1: 245,316 shares; 2025Q2: 261,251 shares; 2025Q3: 243,147 shares; 2025Q4: 264,511 shares; 2026Q1: 227,245 shares 227,245 $29.1M 0.33% -37,266 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,142 shares; 2024Q4: 259,888 shares; 2025Q1: 263,639 shares; 2025Q2: 272,586 shares; 2025Q3: 245,964 shares; 2025Q4: 243,909 shares; 2026Q1: 264,173 shares 264,173 $29M 0.33% +20,264 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: 3,453 shares; 2024Q4: 79,143 shares; 2025Q1: 85,512 shares; 2025Q2: 91,642 shares; 2025Q3: 94,676 shares; 2025Q4: 98,487 shares; 2026Q1: 104,493 shares 104,493 $28.8M 0.32% +6,006 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: 288,172 shares; 2024Q4: 309,645 shares; 2025Q1: 307,537 shares; 2025Q2: 290,766 shares; 2025Q3: 290,312 shares; 2025Q4: 294,267 shares; 2026Q1: 194,135 shares 194,135 $27.7M 0.31% -100,132 Timeline VEU 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: 315,709 shares; 2024Q4: 346,413 shares; 2025Q1: 342,124 shares; 2025Q2: 336,383 shares; 2025Q3: 337,463 shares; 2025Q4: 333,495 shares; 2026Q1: 341,669 shares 341,669 $26M 0.29% +8,174 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: 66,417 shares; 2024Q4: 71,174 shares; 2025Q1: 74,379 shares; 2025Q2: 82,164 shares; 2025Q3: 85,256 shares; 2025Q4: 88,922 shares; 2026Q1: 94,113 shares 94,113 $25.1M 0.28% +5,191 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: 153,037 shares; 2024Q4: 151,488 shares; 2025Q1: 153,643 shares; 2025Q2: 166,938 shares; 2025Q3: 156,379 shares; 2025Q4: 153,336 shares; 2026Q1: 152,645 shares 152,645 $24.9M 0.28% -691 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: 26,598 shares; 2024Q4: 27,751 shares; 2025Q1: 28,346 shares; 2025Q2: 29,086 shares; 2025Q3: 29,642 shares; 2025Q4: 29,771 shares; 2026Q1: 32,745 shares 32,745 $24.5M 0.28% +2,974 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,306 shares; 2024Q4: 33,341 shares; 2025Q1: 33,978 shares; 2025Q2: 34,807 shares; 2025Q3: 35,319 shares; 2025Q4: 35,262 shares; 2026Q1: 38,441 shares 38,441 $24.3M 0.27% +3,179 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: 63,356 shares; 2024Q4: 197,674 shares; 2025Q1: 204,378 shares; 2025Q2: 220,138 shares; 2025Q3: 225,884 shares; 2025Q4: 245,307 shares; 2026Q1: 261,408 shares 261,408 $24.2M 0.27% +16,101 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: 70,802 shares; 2024Q4: 70,812 shares; 2025Q1: 71,675 shares; 2025Q2: 70,906 shares; 2025Q3: 69,212 shares; 2025Q4: 72,655 shares; 2026Q1: 72,565 shares 72,565 $23.7M 0.27% -90 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,514 shares; 2024Q4: 94,848 shares; 2025Q1: 96,659 shares; 2025Q2: 99,076 shares; 2025Q3: 100,255 shares; 2025Q4: 99,713 shares; 2026Q1: 108,136 shares 108,136 $21.9M 0.25% +8,423 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: 10,420 shares; 2024Q4: 10,871 shares; 2025Q1: 10,941 shares; 2025Q2: 11,000 shares; 2025Q3: 12,728 shares; 2025Q4: 13,907 shares; 2026Q1: 293,735 shares 293,735 $21.2M 0.24% +279,828 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: 3,776 shares; 2024Q4: 3,803 shares; 2025Q1: 81,685 shares; 2025Q2: 96,110 shares; 2025Q3: 100,081 shares; 2025Q4: 103,584 shares; 2026Q1: 114,335 shares 114,335 $21.1M 0.24% +10,751 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: 5,844 shares; 2024Q4: 6,101 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,157 shares; 2025Q4: 6,065 shares; 2026Q1: 328,226 shares 328,226 $20.5M 0.23% +322,161 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: 71,884 shares; 2024Q4: 73,275 shares; 2025Q1: 71,462 shares; 2025Q2: 70,341 shares; 2025Q3: 67,440 shares; 2025Q4: 66,173 shares; 2026Q1: 65,441 shares 65,441 $20.3M 0.23% -732 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: 68,869 shares; 2024Q4: 68,330 shares; 2025Q1: 68,718 shares; 2025Q2: 68,344 shares; 2025Q3: 67,887 shares; 2025Q4: 65,924 shares; 2026Q1: 66,201 shares 66,201 $20.2M 0.23% +277 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: 382,513 shares; 2024Q4: 385,643 shares; 2025Q1: 384,905 shares; 2025Q2: 400,816 shares; 2025Q3: 402,386 shares; 2025Q4: 404,634 shares; 2026Q1: 187,804 shares 187,804 $19.2M 0.22% -216,830 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: 185,526 shares; 2024Q4: 188,444 shares; 2025Q1: 188,825 shares; 2025Q2: 185,101 shares; 2025Q3: 183,632 shares; 2025Q4: 183,549 shares; 2026Q1: 182,218 shares 182,218 $18M 0.2% -1,331 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: 31,459 shares; 2024Q4: 31,233 shares; 2025Q1: 29,951 shares; 2025Q2: 29,195 shares; 2025Q3: 29,431 shares; 2025Q4: 29,996 shares; 2026Q1: 30,102 shares 30,102 $17.7M 0.2% +106 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 9,432 shares; 2025Q1: 9,576 shares; 2025Q2: 9,576 shares; 2025Q3: 9,641 shares; 2025Q4: 9,641 shares; 2026Q1: 231,852 shares 231,852 $17.2M 0.19% +222,211 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: 73,384 shares; 2024Q4: 71,244 shares; 2025Q1: 70,341 shares; 2025Q2: 70,093 shares; 2025Q3: 69,737 shares; 2025Q4: 68,279 shares; 2026Q1: 71,746 shares 71,746 $16.9M 0.19% +3,467 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,861 shares; 2024Q4: 83,680 shares; 2025Q1: 85,358 shares; 2025Q2: 87,337 shares; 2025Q3: 88,764 shares; 2025Q4: 88,652 shares; 2026Q1: 97,529 shares 97,529 $16.3M 0.18% +8,877 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,436 shares; 2024Q4: 38,739 shares; 2025Q1: 39,643 shares; 2025Q2: 40,602 shares; 2025Q3: 41,265 shares; 2025Q4: 41,307 shares; 2026Q1: 45,316 shares 45,316 $16.3M 0.18% +4,009 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: 149,073 shares; 2024Q4: 168,991 shares; 2025Q1: 162,142 shares; 2025Q2: 164,655 shares; 2025Q3: 158,122 shares; 2025Q4: 164,707 shares; 2026Q1: 164,072 shares 164,072 $16.2M 0.18% -635 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: 31,569 shares; 2024Q4: 32,346 shares; 2025Q1: 32,272 shares; 2025Q2: 32,095 shares; 2025Q3: 31,770 shares; 2025Q4: 31,453 shares; 2026Q1: 31,608 shares 31,608 $15.9M 0.18% +155 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: 193,496 shares; 2024Q4: 191,723 shares; 2025Q1: 186,436 shares; 2025Q2: 186,012 shares; 2025Q3: 183,063 shares; 2025Q4: 204,404 shares; 2026Q1: 203,772 shares 203,772 $15.7M 0.18% -632 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,337 shares; 2024Q4: 71,938 shares; 2025Q1: 73,369 shares; 2025Q2: 75,192 shares; 2025Q3: 76,493 shares; 2025Q4: 76,237 shares; 2026Q1: 83,822 shares 83,822 $15.6M 0.18% +7,585 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: 56,517 shares; 2024Q4: 56,438 shares; 2025Q1: 55,868 shares; 2025Q2: 55,825 shares; 2025Q3: 53,685 shares; 2025Q4: 52,222 shares; 2026Q1: 51,840 shares 51,840 $15.3M 0.17% -382 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: 143,689 shares; 2024Q4: 130,361 shares; 2025Q1: 127,038 shares; 2025Q2: 127,145 shares; 2025Q3: 118,370 shares; 2025Q4: 115,351 shares; 2026Q1: 102,745 shares 102,745 $15M 0.17% -12,606 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,399 shares; 2024Q4: 100,701 shares; 2025Q1: 104,427 shares; 2025Q2: 107,045 shares; 2025Q3: 108,296 shares; 2025Q4: 108,201 shares; 2026Q1: 119,182 shares 119,182 $14.9M 0.17% +10,981 Timeline ACWX 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: 157,036 shares; 2024Q4: 155,993 shares; 2025Q1: 159,271 shares; 2025Q2: 167,817 shares; 2025Q3: 171,453 shares; 2025Q4: 177,343 shares; 2026Q1: 214,958 shares 214,958 $14.9M 0.17% +37,615 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: 190,828 shares; 2024Q4: 134,362 shares; 2025Q1: 126,354 shares; 2025Q2: 110,349 shares; 2025Q3: 103,122 shares; 2025Q4: 97,084 shares; 2026Q1: 94,504 shares 94,504 $14.8M 0.17% -2,580 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,603 shares; 2024Q4: 44,365 shares; 2025Q1: 45,944 shares; 2025Q2: 46,566 shares; 2025Q3: 46,408 shares; 2025Q4: 45,183 shares; 2026Q1: 44,318 shares 44,318 $14M 0.16% -865 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,258 shares; 2024Q4: 98,016 shares; 2025Q1: 99,925 shares; 2025Q2: 102,538 shares; 2025Q3: 104,189 shares; 2025Q4: 104,331 shares; 2026Q1: 92,768 shares 92,768 $13.8M 0.16% -11,563 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: 69,167 shares; 2024Q4: 67,688 shares; 2025Q1: 67,167 shares; 2025Q2: 65,929 shares; 2025Q3: 63,138 shares; 2025Q4: 63,078 shares; 2026Q1: 62,982 shares 62,982 $13.7M 0.15% -96 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: 35,303 shares; 2024Q4: 35,180 shares; 2025Q1: 33,543 shares; 2025Q2: 33,527 shares; 2025Q3: 72,638 shares; 2025Q4: 47,811 shares; 2026Q1: 39,709 shares 39,709 $13.6M 0.15% -8,102 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,966 shares; 2024Q4: 184,248 shares; 2025Q1: 193,550 shares; 2025Q2: 197,570 shares; 2025Q3: 201,738 shares; 2025Q4: 200,586 shares; 2026Q1: 220,804 shares 220,804 $13.5M 0.15% +20,218 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: 83,613 shares; 2024Q4: 83,947 shares; 2025Q1: 85,319 shares; 2025Q2: 91,373 shares; 2025Q3: 93,181 shares; 2025Q4: 96,181 shares; 2026Q1: 101,251 shares 101,251 $13.4M 0.15% +5,070 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: 197,921 shares; 2024Q4: 206,783 shares; 2025Q1: 211,083 shares; 2025Q2: 214,945 shares; 2025Q3: 218,841 shares; 2025Q4: 219,293 shares; 2026Q1: 241,509 shares 241,509 $13.3M 0.15% +22,216 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,281 shares; 2024Q4: 97,894 shares; 2025Q1: 100,429 shares; 2025Q2: 102,495 shares; 2025Q3: 104,575 shares; 2025Q4: 104,665 shares; 2026Q1: 113,316 shares 113,316 $13.2M 0.15% +8,651 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,784 shares; 2024Q4: 186,838 shares; 2025Q1: 173,514 shares; 2025Q2: 177,491 shares; 2025Q3: 180,445 shares; 2025Q4: 179,872 shares; 2026Q1: 196,182 shares 196,182 $13.1M 0.15% +16,310 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,653 shares; 2024Q4: 15,647 shares; 2025Q1: 16,593 shares; 2025Q2: 18,678 shares; 2025Q3: 19,383 shares; 2025Q4: 20,068 shares; 2026Q1: 21,748 shares 21,748 $13M 0.15% +1,680 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: 194,418 shares; 2024Q4: 191,394 shares; 2025Q1: 186,937 shares; 2025Q2: 176,607 shares; 2025Q3: 175,481 shares; 2025Q4: 169,723 shares; 2026Q1: 160,152 shares 160,152 $12.9M 0.15% -9,571 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485,055 shares; 2025Q4: 536,862 shares; 2026Q1: 606,927 shares 606,927 $12.8M 0.14% +70,065 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,550 shares; 2024Q4: 111,147 shares; 2025Q1: 113,308 shares; 2025Q2: 116,314 shares; 2025Q3: 118,177 shares; 2025Q4: 117,986 shares; 2026Q1: 129,915 shares 129,915 $12.6M 0.14% +11,929 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: 58,426 shares; 2024Q4: 53,156 shares; 2025Q1: 52,306 shares; 2025Q2: 53,183 shares; 2025Q3: 48,426 shares; 2025Q4: 47,790 shares; 2026Q1: 46,416 shares 46,416 $12.3M 0.14% -1,374 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: 23,625 shares; 2024Q4: 23,572 shares; 2025Q1: 22,990 shares; 2025Q2: 22,343 shares; 2025Q3: 22,265 shares; 2025Q4: 21,919 shares; 2026Q1: 21,344 shares 21,344 $12.3M 0.14% -575 Timeline IWV 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: 18,971 shares; 2024Q4: 18,971 shares; 2025Q1: 18,971 shares; 2025Q2: 18,971 shares; 2025Q3: 19,043 shares; 2025Q4: 21,443 shares; 2026Q1: 32,643 shares 32,643 $12.3M 0.14% +11,200 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 32,420 shares; 2025Q1: 32,788 shares; 2025Q2: 33,548 shares; 2025Q3: 34,101 shares; 2025Q4: 34,048 shares; 2026Q1: 37,600 shares 37,600 $12.2M 0.14% +3,552 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,458 shares 8,458 $12.1M 0.14% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,138 shares; 2024Q4: 423,222 shares; 2025Q1: 412,235 shares; 2025Q2: 416,216 shares; 2025Q3: 422,545 shares; 2025Q4: 416,187 shares; 2026Q1: 437,262 shares 437,262 $12.1M 0.14% +21,075 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,977 shares; 2024Q4: 27,041 shares; 2025Q1: 27,311 shares; 2025Q2: 27,344 shares; 2025Q3: 27,243 shares; 2025Q4: 27,034 shares; 2026Q1: 27,721 shares 27,721 $12M 0.14% +687 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,784 shares; 2024Q4: 23,837 shares; 2025Q1: 24,366 shares; 2025Q2: 25,076 shares; 2025Q3: 35,161 shares; 2025Q4: 36,381 shares; 2026Q1: 40,451 shares 40,451 $11.9M 0.13% +4,070 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,002 shares; 2025Q2: 120,654 shares; 2025Q3: 123,267 shares; 2025Q4: 202,383 shares; 2026Q1: 224,183 shares 224,183 $11.9M 0.13% +21,800 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: 99,106 shares; 2024Q4: 98,628 shares; 2025Q1: 98,267 shares; 2025Q2: 96,540 shares; 2025Q3: 92,972 shares; 2025Q4: 91,143 shares; 2026Q1: 86,247 shares 86,247 $11.4M 0.13% -4,896 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,364 shares; 2025Q1: 13,024 shares; 2025Q2: 12,734 shares; 2025Q3: 12,651 shares; 2025Q4: 12,422 shares; 2026Q1: 11,752 shares 11,752 $11.3M 0.13% -670 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,996 shares; 2024Q4: 66,610 shares; 2025Q1: 68,106 shares; 2025Q2: 69,809 shares; 2025Q3: 71,052 shares; 2025Q4: 70,928 shares; 2026Q1: 78,222 shares 78,222 $11M 0.12% +7,294 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: 121,569 shares; 2024Q4: 126,897 shares; 2025Q1: 130,047 shares; 2025Q2: 132,597 shares; 2025Q3: 135,055 shares; 2025Q4: 135,017 shares; 2026Q1: 148,659 shares 148,659 $10.5M 0.12% +13,642 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: 18,287 shares; 2024Q4: 19,590 shares; 2025Q1: 18,509 shares; 2025Q2: 19,757 shares; 2025Q3: 23,758 shares; 2025Q4: 24,645 shares; 2026Q1: 24,456 shares 24,456 $10.5M 0.12% -189 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,768 shares; 2024Q4: 62,649 shares; 2025Q1: 64,247 shares; 2025Q2: 65,729 shares; 2025Q3: 66,727 shares; 2025Q4: 66,774 shares; 2026Q1: 73,835 shares 73,835 $10.3M 0.12% +7,061 Timeline VV 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: 33,619 shares; 2024Q4: 33,460 shares; 2025Q1: 33,583 shares; 2025Q2: 35,521 shares; 2025Q3: 37,130 shares; 2025Q4: 36,532 shares; 2026Q1: 34,081 shares 34,081 $10.3M 0.12% -2,451 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,256 shares; 2024Q4: 59,382 shares; 2025Q1: 60,706 shares; 2025Q2: 62,239 shares; 2025Q3: 63,497 shares; 2025Q4: 63,387 shares; 2026Q1: 69,638 shares 69,638 $10.3M 0.12% +6,251 Timeline CWI 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: 272,752 shares; 2024Q4: 271,327 shares; 2025Q1: 265,465 shares; 2025Q2: 265,091 shares; 2025Q3: 263,653 shares; 2025Q4: 275,790 shares; 2026Q1: 275,790 shares 275,790 $10.2M 0.12% 0 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,013 shares; 2024Q4: 59,004 shares; 2025Q1: 60,421 shares; 2025Q2: 61,985 shares; 2025Q3: 63,175 shares; 2025Q4: 63,229 shares; 2026Q1: 69,131 shares 69,131 $10.1M 0.11% +5,902 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 137 shares; 2025Q3: 333 shares; 2025Q4: 58,112 shares; 2026Q1: 66,871 shares 66,871 $9.99M 0.11% +8,759 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,862 shares; 2024Q4: 112,234 shares; 2025Q1: 108,603 shares; 2025Q2: 112,440 shares; 2025Q3: 118,364 shares; 2025Q4: 116,731 shares; 2026Q1: 118,700 shares 118,700 $9.8M 0.11% +1,969 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: 89,987 shares; 2024Q4: 91,213 shares; 2025Q1: 90,683 shares; 2025Q2: 45,745 shares; 2025Q3: 42,522 shares; 2025Q4: 38,479 shares; 2026Q1: 34,615 shares 34,615 $9.74M 0.11% -3,864 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,430 shares; 2024Q4: 132,618 shares; 2025Q1: 136,879 shares; 2025Q2: 139,971 shares; 2025Q3: 142,996 shares; 2025Q4: 143,082 shares; 2026Q1: 157,961 shares 157,961 $9.66M 0.11% +14,879 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 731 shares; 2026Q1: 71,034 shares 71,034 $9.59M 0.11% +70,303 Timeline SCHA 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: 158,037 shares; 2024Q4: 311,551 shares; 2025Q1: 308,695 shares; 2025Q2: 316,464 shares; 2025Q3: 322,076 shares; 2025Q4: 319,994 shares; 2026Q1: 318,634 shares 318,634 $9.44M 0.11% -1,360 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,820 shares; 2024Q4: 19,469 shares; 2025Q1: 19,899 shares; 2025Q2: 20,400 shares; 2025Q3: 20,809 shares; 2025Q4: 20,776 shares; 2026Q1: 22,834 shares 22,834 $9.43M 0.11% +2,058 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,933 shares; 2024Q4: 2,520 shares; 2025Q1: 1,439 shares; 2025Q2: 913 shares; 2025Q3: 936 shares; 2025Q4: 976 shares; 2026Q1: 35,975 shares 35,975 $9.17M 0.1% +34,999 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,508 shares; 2024Q4: 74,508 shares; 2025Q1: 61,830 shares; 2025Q2: 58,881 shares; 2025Q3: 52,648 shares; 2025Q4: 52,963 shares; 2026Q1: 52,082 shares 52,082 $9.1M 0.1% -881 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,949 shares; 2024Q4: 424,949 shares; 2025Q1: 417,520 shares; 2025Q2: 417,520 shares; 2025Q3: 417,520 shares; 2025Q4: 417,520 shares; 2026Q1: 412,187 shares 412,187 $9.06M 0.1% -5,333 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: 39,082 shares; 2024Q4: 38,341 shares; 2025Q1: 35,050 shares; 2025Q2: 33,988 shares; 2025Q3: 33,222 shares; 2025Q4: 34,899 shares; 2026Q1: 36,311 shares 36,311 $8.96M 0.1% +1,412 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,269 shares; 2024Q4: 101,961 shares; 2025Q1: 104,355 shares; 2025Q2: 106,651 shares; 2025Q3: 108,564 shares; 2025Q4: 108,669 shares; 2026Q1: 119,832 shares 119,832 $8.81M 0.1% +11,163 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,749 shares; 2024Q4: 84,750 shares; 2025Q1: 86,407 shares; 2025Q2: 88,409 shares; 2025Q3: 89,938 shares; 2025Q4: 90,046 shares; 2026Q1: 99,012 shares 99,012 $8.77M 0.1% +8,966 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,793 shares 58,793 $8.75M 0.1% new 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: 45,966 shares; 2024Q4: 42,331 shares; 2025Q1: 41,968 shares; 2025Q2: 41,881 shares; 2025Q3: 41,208 shares; 2025Q4: 41,002 shares; 2026Q1: 41,069 shares 41,069 $8.72M 0.1% +67 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,052 shares; 2024Q4: 13,456 shares; 2025Q1: 13,754 shares; 2025Q2: 14,091 shares; 2025Q3: 11,152 shares; 2025Q4: 10,822 shares; 2026Q1: 7,779 shares 7,779 $8.51M 0.1% -3,043 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,825 shares; 2024Q4: 33,076 shares; 2025Q1: 32,520 shares; 2025Q2: 32,183 shares; 2025Q3: 30,714 shares; 2025Q4: 33,654 shares; 2026Q1: 33,747 shares 33,747 $8.29M 0.09% +93 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,816 shares; 2024Q4: 495,804 shares; 2025Q1: 507,831 shares; 2025Q2: 521,203 shares; 2025Q3: 528,882 shares; 2025Q4: 526,199 shares; 2026Q1: 250,218 shares 250,218 $8.22M 0.09% -275,981 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,777 shares; 2024Q4: 19,661 shares; 2025Q1: 19,544 shares; 2025Q2: 19,190 shares; 2025Q3: 18,443 shares; 2025Q4: 18,443 shares; 2026Q1: 17,252 shares 17,252 $8.05M 0.09% -1,191 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,287 shares; 2025Q2: 8,539 shares; 2025Q3: 13,667 shares; 2025Q4: 14,032 shares; 2026Q1: 15,843 shares 15,843 $8.04M 0.09% +1,811 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,520 shares; 2024Q4: 36,338 shares; 2025Q1: 36,154 shares; 2025Q2: 36,404 shares; 2025Q3: 36,173 shares; 2025Q4: 36,143 shares; 2026Q1: 36,158 shares 36,158 $7.93M 0.09% +15 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: 101,566 shares; 2024Q4: 114,002 shares; 2025Q1: 110,281 shares; 2025Q2: 109,251 shares; 2025Q3: 106,570 shares; 2025Q4: 101,400 shares; 2026Q1: 96,854 shares 96,854 $7.93M 0.09% -4,546 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: 38,511 shares; 2024Q4: 34,595 shares; 2025Q1: 33,473 shares; 2025Q2: 33,240 shares; 2025Q3: 32,330 shares; 2025Q4: 30,876 shares; 2026Q1: 30,590 shares 30,590 $7.91M 0.09% -286 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 2,274 shares; 2025Q3: 2,358 shares; 2025Q4: 2,274 shares; 2026Q1: 74,947 shares 74,947 $7.71M 0.09% +72,673 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,463 shares; 2024Q4: 360,936 shares; 2025Q1: 363,962 shares; 2025Q2: 158,303 shares; 2025Q3: 148,503 shares; 2025Q4: 134,363 shares; 2026Q1: 131,758 shares 131,758 $7.69M 0.09% -2,605 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 19 shares; 2025Q3: 178,175 shares; 2025Q4: 198,877 shares; 2026Q1: 225,955 shares 225,955 $7.64M 0.09% +27,078 Timeline SCHM 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: 79,620 shares; 2024Q4: 239,455 shares; 2025Q1: 239,455 shares; 2025Q2: 271,481 shares; 2025Q3: 282,595 shares; 2025Q4: 282,496 shares; 2026Q1: 237,669 shares 237,669 $7.48M 0.08% -44,827 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: 24,080 shares; 2024Q4: 24,216 shares; 2025Q1: 24,253 shares; 2025Q2: 23,798 shares; 2025Q3: 23,276 shares; 2025Q4: 23,264 shares; 2026Q1: 23,276 shares 23,276 $7.44M 0.08% +12 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,920 shares; 2024Q4: 47,700 shares; 2025Q1: 47,011 shares; 2025Q2: 47,058 shares; 2025Q3: 47,133 shares; 2025Q4: 47,133 shares; 2026Q1: 46,903 shares 46,903 $7.28M 0.08% -230 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: 21,018 shares; 2024Q4: 20,375 shares; 2025Q1: 20,326 shares; 2025Q2: 11,739 shares; 2025Q3: 10,588 shares; 2025Q4: 12,204 shares; 2026Q1: 11,917 shares 11,917 $7.22M 0.08% -287 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,985 shares; 2024Q4: 59,371 shares; 2025Q1: 58,827 shares; 2025Q2: 50,846 shares; 2025Q3: 51,005 shares; 2025Q4: 50,957 shares; 2026Q1: 48,316 shares 48,316 $7.18M 0.08% -2,641 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: 109,320 shares; 2024Q4: 104,252 shares; 2025Q1: 110,591 shares; 2025Q2: 111,298 shares; 2025Q3: 104,679 shares; 2025Q4: 114,318 shares; 2026Q1: 125,037 shares 125,037 $7.14M 0.08% +10,719 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,616 shares; 2024Q4: 33,489 shares; 2025Q1: 31,519 shares; 2025Q2: 31,440 shares; 2025Q3: 30,993 shares; 2025Q4: 31,763 shares; 2026Q1: 32,031 shares 32,031 $6.94M 0.08% +268 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,630 shares; 2024Q4: 104,753 shares; 2025Q1: 106,828 shares; 2025Q2: 109,349 shares; 2025Q3: 111,107 shares; 2025Q4: 110,680 shares; 2026Q1: 82,883 shares 82,883 $6.8M 0.08% -27,797 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 516 shares; 2025Q4: 60,724 shares; 2026Q1: 107,770 shares 107,770 $6.79M 0.08% +47,046 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,166 shares 49,166 $6.78M 0.08% new 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: 74,817 shares; 2024Q4: 76,227 shares; 2025Q1: 91,942 shares; 2025Q2: 99,643 shares; 2025Q3: 102,911 shares; 2025Q4: 241,959 shares; 2026Q1: 65,722 shares 65,722 $6.73M 0.08% -176,237 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,354 shares; 2024Q4: 306,783 shares; 2025Q1: 264,847 shares; 2025Q2: 284,569 shares; 2025Q3: 293,314 shares; 2025Q4: 301,875 shares; 2026Q1: 127,939 shares 127,939 $6.64M 0.07% -173,936 Timeline KKR & CO INC 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: not reported; 2024Q4: not reported; 2025Q1: 49,800 shares; 2025Q2: 54,723 shares; 2025Q3: 54,723 shares; 2025Q4: 88,163 shares; 2026Q1: 161,428 shares 161,428 $6.41M 0.07% +73,265 DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,149 shares; 2024Q4: 119,178 shares; 2025Q1: 119,178 shares; 2025Q2: 119,178 shares; 2025Q3: 119,178 shares; 2025Q4: 119,178 shares; 2026Q1: 119,178 shares 119,178 $6.37M 0.07% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,471 shares; 2024Q4: 94,807 shares; 2025Q1: 94,694 shares; 2025Q2: 94,703 shares; 2025Q3: 94,797 shares; 2025Q4: 94,669 shares; 2026Q1: 95,490 shares 95,490 $6.35M 0.07% +821 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: 46,109 shares; 2024Q4: 40,267 shares; 2025Q1: 39,301 shares; 2025Q2: 39,036 shares; 2025Q3: 34,561 shares; 2025Q4: 33,155 shares; 2026Q1: 31,129 shares 31,129 $6.21M 0.07% -2,026 Timeline AGG 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: 67,241 shares; 2024Q4: 67,012 shares; 2025Q1: 65,891 shares; 2025Q2: 92,050 shares; 2025Q3: 63,124 shares; 2025Q4: 62,143 shares; 2026Q1: 62,143 shares 62,143 $6.16M 0.07% 0 Timeline EWY 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: 481 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 44,085 shares; 2026Q1: 47,360 shares 47,360 $5.96M 0.07% +3,275 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,885 shares; 2024Q4: 79,330 shares; 2025Q1: 78,185 shares; 2025Q2: 79,743 shares; 2025Q3: 76,230 shares; 2025Q4: 69,138 shares; 2026Q1: 73,529 shares 73,529 $5.81M 0.07% +4,391 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,557 shares 47,557 $5.74M 0.06% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,044 shares; 2024Q4: 111,839 shares; 2025Q1: 89,840 shares; 2025Q2: 76,171 shares; 2025Q3: 64,211 shares; 2025Q4: 57,109 shares; 2026Q1: 54,510 shares 54,510 $5.47M 0.06% -2,599 Timeline XLK 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: 27,139 shares; 2024Q4: 19,431 shares; 2025Q1: 18,952 shares; 2025Q2: 18,838 shares; 2025Q3: 18,826 shares; 2025Q4: 35,524 shares; 2026Q1: 38,766 shares 38,766 $5.3M 0.06% +3,242 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,261 shares; 2024Q4: 64,003 shares; 2025Q1: 63,460 shares; 2025Q2: 63,360 shares; 2025Q3: 58,970 shares; 2025Q4: 59,770 shares; 2026Q1: 57,320 shares 57,320 $5.18M 0.06% -2,450 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,460 shares; 2024Q4: 45,026 shares; 2025Q1: 45,959 shares; 2025Q2: 47,266 shares; 2025Q3: 48,048 shares; 2025Q4: 47,974 shares; 2026Q1: 52,921 shares 52,921 $5.15M 0.06% +4,947 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: 71,569 shares; 2024Q4: 74,531 shares; 2025Q1: 72,647 shares; 2025Q2: 62,864 shares; 2025Q3: 58,276 shares; 2025Q4: 54,298 shares; 2026Q1: 54,175 shares 54,175 $5.13M 0.06% -123 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: 41,804 shares; 2024Q4: 43,181 shares; 2025Q1: 44,204 shares; 2025Q2: 45,188 shares; 2025Q3: 45,778 shares; 2025Q4: 45,481 shares; 2026Q1: 19,990 shares 19,990 $5.13M 0.06% -25,491 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,483 shares; 2024Q4: 46,148 shares; 2025Q1: 45,282 shares; 2025Q2: 42,077 shares; 2025Q3: 40,392 shares; 2025Q4: 39,772 shares; 2026Q1: 36,755 shares 36,755 $5.07M 0.06% -3,017 Timeline GVI 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: 46,670 shares; 2024Q4: 51,286 shares; 2025Q1: 53,654 shares; 2025Q2: 51,631 shares; 2025Q3: 48,680 shares; 2025Q4: 48,357 shares; 2026Q1: 47,364 shares 47,364 $5.04M 0.06% -993 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: 15,897 shares; 2024Q4: 15,614 shares; 2025Q1: 15,785 shares; 2025Q2: 15,675 shares; 2025Q3: 15,676 shares; 2025Q4: 15,408 shares; 2026Q1: 15,408 shares 15,408 $5.01M 0.06% 0 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: 69,835 shares; 2024Q4: 61,000 shares; 2025Q1: 60,810 shares; 2025Q2: 60,987 shares; 2025Q3: 64,286 shares; 2025Q4: 64,554 shares; 2026Q1: 56,945 shares 56,945 $4.99M 0.06% -7,609 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,403 shares; 2024Q4: 42,623 shares; 2025Q1: 40,825 shares; 2025Q2: 40,869 shares; 2025Q3: 37,428 shares; 2025Q4: 36,800 shares; 2026Q1: 36,924 shares 36,924 $4.89M 0.06% +124 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: 40,518 shares; 2024Q4: 39,773 shares; 2025Q1: 39,352 shares; 2025Q2: 39,041 shares; 2025Q3: 36,463 shares; 2025Q4: 34,770 shares; 2026Q1: 34,681 shares 34,681 $4.86M 0.05% -89 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,866 shares; 2024Q4: 88,206 shares; 2025Q1: 85,170 shares; 2025Q2: 84,454 shares; 2025Q3: 84,449 shares; 2025Q4: 80,838 shares; 2026Q1: 83,316 shares 83,316 $4.86M 0.05% +2,478 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 7,357 shares; 2025Q1: 7,358 shares; 2025Q2: 7,282 shares; 2025Q3: 7,332 shares; 2025Q4: 7,494 shares; 2026Q1: 6,957 shares 6,957 $4.84M 0.05% -537 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: 96,090 shares; 2024Q4: 99,786 shares; 2025Q1: 96,077 shares; 2025Q2: 94,802 shares; 2025Q3: 95,494 shares; 2025Q4: 99,413 shares; 2026Q1: 96,423 shares 96,423 $4.83M 0.05% -2,990 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: 49,456 shares; 2024Q4: 47,325 shares; 2025Q1: 45,939 shares; 2025Q2: 40,557 shares; 2025Q3: 38,045 shares; 2025Q4: 36,810 shares; 2026Q1: 32,531 shares 32,531 $4.76M 0.05% -4,279 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: 108,057 shares; 2024Q4: 119,976 shares; 2025Q1: 121,497 shares; 2025Q2: 39,269 shares; 2025Q3: 33,935 shares; 2025Q4: 29,913 shares; 2026Q1: 25,480 shares 25,480 $4.71M 0.05% -4,433 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 31,877 shares 31,877 $4.58M 0.05% +31,399 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: 153,654 shares; 2024Q4: 26,638 shares; 2025Q1: 22,759 shares; 2025Q2: 21,203 shares; 2025Q3: 21,285 shares; 2025Q4: 20,119 shares; 2026Q1: 20,061 shares 20,061 $4.42M 0.05% -58 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY 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: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 183,950 shares 183,950 $4.24M 0.05% +183,733 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: 6,490 shares; 2024Q4: 6,956 shares; 2025Q1: 7,082 shares; 2025Q2: 7,085 shares; 2025Q3: 6,647 shares; 2025Q4: 6,741 shares; 2026Q1: 6,634 shares 6,634 $4.23M 0.05% -107 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,607 shares; 2025Q1: 1,724 shares; 2025Q2: 2,183 shares; 2025Q3: 2,419 shares; 2025Q4: 2,295 shares; 2026Q1: 2,465 shares 2,465 $4.22M 0.05% +170 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,007 shares; 2024Q4: 84,925 shares; 2025Q1: 86,612 shares; 2025Q2: 91,957 shares; 2025Q3: 31,225 shares; 2025Q4: 19,253 shares; 2026Q1: 13,922 shares 13,922 $4.21M 0.05% -5,331 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,306 shares; 2024Q4: 24,579 shares; 2025Q1: 23,586 shares; 2025Q2: 23,768 shares; 2025Q3: 22,900 shares; 2025Q4: 22,353 shares; 2026Q1: 20,371 shares 20,371 $4.16M 0.05% -1,982 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,884 shares; 2024Q4: 21,474 shares; 2025Q1: 21,805 shares; 2025Q2: 22,286 shares; 2025Q3: 22,629 shares; 2025Q4: 22,574 shares; 2026Q1: 24,860 shares 24,860 $4.1M 0.05% +2,286 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,940 shares; 2024Q4: 138,940 shares; 2025Q1: 138,891 shares; 2025Q2: 138,891 shares; 2025Q3: 138,891 shares; 2025Q4: 138,891 shares; 2026Q1: 138,891 shares 138,891 $3.71M 0.04% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,510 shares; 2024Q4: 47,647 shares; 2025Q1: 47,727 shares; 2025Q2: 48,208 shares; 2025Q3: 48,658 shares; 2025Q4: 48,893 shares; 2026Q1: 48,893 shares 48,893 $3.69M 0.04% 0 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: 1,809 shares; 2024Q4: 2,025 shares; 2025Q1: 2,042 shares; 2025Q2: 2,179 shares; 2025Q3: 2,186 shares; 2025Q4: 2,327 shares; 2026Q1: 2,379 shares 2,379 $3.66M 0.04% +52 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 896 shares; 2026Q1: 11,989 shares 11,989 $3.65M 0.04% +11,093 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,113 shares; 2024Q4: 16,092 shares; 2025Q1: 251,099 shares; 2025Q2: 294,058 shares; 2025Q3: 383,961 shares; 2025Q4: 403,918 shares; 2026Q1: 110,902 shares 110,902 $3.61M 0.04% -293,016 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,001 shares; 2024Q4: 112,814 shares; 2025Q1: 97,590 shares; 2025Q2: 76,796 shares; 2025Q3: 62,593 shares; 2025Q4: 62,593 shares; 2026Q1: 62,629 shares 62,629 $3.58M 0.04% +36 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: 179,982 shares; 2024Q4: 172,797 shares; 2025Q1: 173,637 shares; 2025Q2: 168,935 shares; 2025Q3: 150,661 shares; 2025Q4: 148,940 shares; 2026Q1: 143,642 shares 143,642 $3.46M 0.04% -5,298 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: 10,988 shares; 2024Q4: 10,856 shares; 2025Q1: 10,844 shares; 2025Q2: 10,957 shares; 2025Q3: 11,037 shares; 2025Q4: 10,905 shares; 2026Q1: 9,814 shares 9,814 $3.45M 0.04% -1,091 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: 75,015 shares; 2024Q4: 74,826 shares; 2025Q1: 71,271 shares; 2025Q2: 66,020 shares; 2025Q3: 62,556 shares; 2025Q4: 55,906 shares; 2026Q1: 57,283 shares 57,283 $3.4M 0.04% +1,377 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: 14,060 shares; 2024Q4: 14,173 shares; 2025Q1: 13,926 shares; 2025Q2: 14,261 shares; 2025Q3: 14,216 shares; 2025Q4: 14,206 shares; 2026Q1: 14,503 shares 14,503 $3.39M 0.04% +297 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,027 shares; 2024Q4: 34,263 shares; 2025Q1: 33,424 shares; 2025Q2: 35,276 shares; 2025Q3: 33,227 shares; 2025Q4: 30,743 shares; 2026Q1: 26,610 shares 26,610 $3.35M 0.04% -4,133 Timeline EMXC 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: 36,459 shares; 2024Q4: 41,469 shares; 2025Q1: 41,469 shares; 2025Q2: 43,008 shares; 2025Q3: 44,753 shares; 2025Q4: 48,073 shares; 2026Q1: 42,037 shares 42,037 $3.34M 0.04% -6,036 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: 206,639 shares; 2024Q4: 193,274 shares; 2025Q1: 174,191 shares; 2025Q2: 164,191 shares; 2025Q3: 146,156 shares; 2025Q4: 138,225 shares; 2026Q1: 119,757 shares 119,757 $3.33M 0.04% -18,468 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,477 shares; 2024Q4: 12,575 shares; 2025Q1: 12,146 shares; 2025Q2: 11,897 shares; 2025Q3: 11,643 shares; 2025Q4: 11,103 shares; 2026Q1: 10,708 shares 10,708 $3.3M 0.04% -395 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: 216,751 shares; 2024Q4: 218,731 shares; 2025Q1: 218,492 shares; 2025Q2: 88,916 shares; 2025Q3: 84,027 shares; 2025Q4: 77,160 shares; 2026Q1: 67,098 shares 67,098 $3.3M 0.04% -10,062 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,014 shares; 2024Q4: 29,239 shares; 2025Q1: 29,817 shares; 2025Q2: 29,817 shares; 2025Q3: 28,606 shares; 2025Q4: 28,606 shares; 2026Q1: 28,585 shares 28,585 $3.26M 0.04% -21 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,381 shares; 2024Q4: 330,269 shares; 2025Q1: 332,341 shares; 2025Q2: 354,784 shares; 2025Q3: 361,210 shares; 2025Q4: 289,584 shares; 2026Q1: 57,263 shares 57,263 $3.25M 0.04% -232,321 Timeline USIO USIO INC More: the full row for USIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830,162 shares; 2024Q4: 2,805,752 shares; 2025Q1: 2,805,752 shares; 2025Q2: 2,805,752 shares; 2025Q3: 2,805,752 shares; 2025Q4: not reported; 2026Q1: 2,713,852 shares 2,713,852 $3.2M 0.04% new 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: 115,005 shares; 2024Q4: 114,056 shares; 2025Q1: 109,564 shares; 2025Q2: 108,381 shares; 2025Q3: 108,381 shares; 2025Q4: 106,058 shares; 2026Q1: 106,058 shares 106,058 $3.18M 0.04% 0 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: 17,143 shares; 2024Q4: 17,579 shares; 2025Q1: 17,550 shares; 2025Q2: 18,305 shares; 2025Q3: 17,576 shares; 2025Q4: 17,384 shares; 2026Q1: 18,633 shares 18,633 $3.1M 0.04% +1,249 Timeline CMF 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: 66,916 shares; 2024Q4: 65,949 shares; 2025Q1: 52,729 shares; 2025Q2: 55,197 shares; 2025Q3: 53,907 shares; 2025Q4: 53,907 shares; 2026Q1: 54,437 shares 54,437 $3.1M 0.03% +530 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: 10,532 shares; 2024Q4: 10,982 shares; 2025Q1: 11,027 shares; 2025Q2: 11,056 shares; 2025Q3: 11,305 shares; 2025Q4: 11,005 shares; 2026Q1: 10,664 shares 10,664 $3.08M 0.03% -341 Timeline SMMD 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: 8,047 shares; 2024Q4: 8,057 shares; 2025Q1: 10,056 shares; 2025Q2: 11,811 shares; 2025Q3: 11,877 shares; 2025Q4: 15,466 shares; 2026Q1: 38,965 shares 38,965 $3.03M 0.03% +23,499 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: 74,951 shares; 2024Q4: 63,801 shares; 2025Q1: 59,209 shares; 2025Q2: 58,628 shares; 2025Q3: 56,752 shares; 2025Q4: 56,353 shares; 2026Q1: 56,270 shares 56,270 $2.95M 0.03% -83 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 3,226 shares; 2025Q1: 3,280 shares; 2025Q2: 3,701 shares; 2025Q3: 3,721 shares; 2025Q4: 3,267 shares; 2026Q1: 3,212 shares 3,212 $2.93M 0.03% -55 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,679 shares; 2024Q4: 12,669 shares; 2025Q1: 12,669 shares; 2025Q2: 13,170 shares; 2025Q3: 12,934 shares; 2025Q4: 12,794 shares; 2026Q1: 12,754 shares 12,754 $2.87M 0.03% -40 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: 39,479 shares; 2024Q4: 37,969 shares; 2025Q1: 36,223 shares; 2025Q2: 36,050 shares; 2025Q3: 35,120 shares; 2025Q4: 34,442 shares; 2026Q1: 33,813 shares 33,813 $2.86M 0.03% -629 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,256 shares; 2024Q4: 37,202 shares; 2025Q1: 9,533 shares; 2025Q2: 9,034 shares; 2025Q3: 8,885 shares; 2025Q4: 7,394 shares; 2026Q1: 6,806 shares 6,806 $2.84M 0.03% -588 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,997 shares; 2024Q4: 10,593 shares; 2025Q1: 10,449 shares; 2025Q2: 12,899 shares; 2025Q3: 12,901 shares; 2025Q4: 13,022 shares; 2026Q1: 14,574 shares 14,574 $2.83M 0.03% +1,552 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: 6,854 shares; 2024Q4: 6,925 shares; 2025Q1: 8,488 shares; 2025Q2: 8,017 shares; 2025Q3: 8,268 shares; 2025Q4: 7,871 shares; 2026Q1: 8,301 shares 8,301 $2.81M 0.03% +430 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,637 shares; 2024Q4: 47,401 shares; 2025Q1: 57,502 shares; 2025Q2: 78,644 shares; 2025Q3: 74,554 shares; 2025Q4: 79,107 shares; 2026Q1: 81,919 shares 81,919 $2.76M 0.03% +2,812 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,156 shares; 2024Q4: 20,745 shares; 2025Q1: 20,356 shares; 2025Q2: 19,803 shares; 2025Q3: 19,219 shares; 2025Q4: 18,110 shares; 2026Q1: 18,938 shares 18,938 $2.74M 0.03% +828 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: 42,028 shares; 2024Q4: 20,019 shares; 2025Q1: 20,019 shares; 2025Q2: 19,452 shares; 2025Q3: 18,026 shares; 2025Q4: 23,296 shares; 2026Q1: 23,296 shares 23,296 $2.68M 0.03% 0 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: 19,603 shares; 2024Q4: 18,960 shares; 2025Q1: 19,083 shares; 2025Q2: 18,863 shares; 2025Q3: 18,897 shares; 2025Q4: 21,242 shares; 2026Q1: 18,242 shares 18,242 $2.67M 0.03% -3,000 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: 224,129 shares; 2024Q4: 226,980 shares; 2025Q1: 43,873 shares; 2025Q2: 26,298 shares; 2025Q3: 24,158 shares; 2025Q4: 20,355 shares; 2026Q1: 18,355 shares 18,355 $2.63M 0.03% -2,000 Timeline IWS 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: 18,098 shares; 2024Q4: 18,083 shares; 2025Q1: 18,083 shares; 2025Q2: 18,272 shares; 2025Q3: 16,582 shares; 2025Q4: 18,976 shares; 2026Q1: 17,617 shares 17,617 $2.61M 0.03% -1,359 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,991 shares; 2024Q4: 65,476 shares; 2025Q1: 68,295 shares; 2025Q2: 74,289 shares; 2025Q3: 59,384 shares; 2025Q4: 9,705 shares; 2026Q1: 5,839 shares 5,839 $2.58M 0.03% -3,866 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: 6,541 shares; 2024Q4: 15,094 shares; 2025Q1: 13,932 shares; 2025Q2: 14,282 shares; 2025Q3: 14,512 shares; 2025Q4: 14,903 shares; 2026Q1: 15,474 shares 15,474 $2.51M 0.03% +571 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,750 shares; 2024Q4: 15,529 shares; 2025Q1: 15,057 shares; 2025Q2: 15,090 shares; 2025Q3: 13,778 shares; 2025Q4: 13,660 shares; 2026Q1: 13,192 shares 13,192 $2.48M 0.03% -468 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,481 shares; 2024Q4: 112,242 shares; 2025Q1: 107,887 shares; 2025Q2: 93,821 shares; 2025Q3: 91,305 shares; 2025Q4: 200,319 shares; 2026Q1: 211,237 shares 211,237 $2.44M 0.03% +10,918 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,011 shares; 2024Q4: 25,011 shares; 2025Q1: 25,011 shares; 2025Q2: 25,011 shares; 2025Q3: 25,011 shares; 2025Q4: 25,011 shares; 2026Q1: 25,011 shares 25,011 $2.34M 0.03% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: 5,978 shares; 2025Q1: 6,382 shares; 2025Q2: 6,979 shares; 2025Q3: 7,323 shares; 2025Q4: 7,664 shares; 2026Q1: 1,209 shares 1,209 $2.33M 0.03% -6,455 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO 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: 71,797 shares 71,797 $2.32M 0.03% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 4,184 shares; 2025Q1: 4,894 shares; 2025Q2: 4,798 shares; 2025Q3: 3,880 shares; 2025Q4: 3,687 shares; 2026Q1: 3,188 shares 3,188 $2.28M 0.03% -499 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: 13,478 shares; 2024Q4: 12,748 shares; 2025Q1: 12,754 shares; 2025Q2: 22,925 shares; 2025Q3: 20,376 shares; 2025Q4: 48,018 shares; 2026Q1: 37,835 shares 37,835 $2.26M 0.03% -10,183 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,616 shares; 2024Q4: 11,665 shares; 2025Q1: 10,885 shares; 2025Q2: 10,866 shares; 2025Q3: 10,915 shares; 2025Q4: 10,536 shares; 2026Q1: 10,023 shares 10,023 $2.2M 0.02% -513 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,494 shares; 2024Q4: 32,790 shares; 2025Q1: 31,623 shares; 2025Q2: 31,101 shares; 2025Q3: 30,207 shares; 2025Q4: 30,144 shares; 2026Q1: 27,984 shares 27,984 $2.19M 0.02% -2,160 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: 89,034 shares; 2024Q4: 81,053 shares; 2025Q1: 68,351 shares; 2025Q2: 71,033 shares; 2025Q3: 61,033 shares; 2025Q4: 68,008 shares; 2026Q1: 65,249 shares 65,249 $2.17M 0.02% -2,759 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 25,030 shares 25,030 $2.16M 0.02% new 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: 7,812 shares; 2024Q4: 7,856 shares; 2025Q1: 7,837 shares; 2025Q2: 7,581 shares; 2025Q3: 7,402 shares; 2025Q4: 6,902 shares; 2026Q1: 6,694 shares 6,694 $2.15M 0.02% -208 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: 10,633 shares; 2024Q4: 10,530 shares; 2025Q1: 10,307 shares; 2025Q2: 10,307 shares; 2025Q3: 10,186 shares; 2025Q4: 10,186 shares; 2026Q1: 10,096 shares 10,096 $2.15M 0.02% -90 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,034 shares; 2025Q1: 5,034 shares; 2025Q2: 5,034 shares; 2025Q3: 5,034 shares; 2025Q4: 5,034 shares; 2026Q1: 5,034 shares 5,034 $2.09M 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,971 shares; 2024Q4: 17,594 shares; 2025Q1: 15,654 shares; 2025Q2: 15,641 shares; 2025Q3: 14,356 shares; 2025Q4: 12,762 shares; 2026Q1: 11,800 shares 11,800 $2.08M 0.02% -962 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954,584 shares; 2024Q4: 969,939 shares; 2025Q1: 979,993 shares; 2025Q2: 1,059,791 shares; 2025Q3: 1,034,809 shares; 2025Q4: 119,273 shares; 2026Q1: 61,406 shares 61,406 $2.06M 0.02% -57,867 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,774 shares; 2024Q4: 23,274 shares; 2025Q1: 23,274 shares; 2025Q2: 23,274 shares; 2025Q3: 23,187 shares; 2025Q4: 17,187 shares; 2026Q1: 17,262 shares 17,262 $2.04M 0.02% +75 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 7,022 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,010 shares; 2025Q4: 7,013 shares; 2026Q1: 6,564 shares 6,564 $2.02M 0.02% -449 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: 74,815 shares; 2024Q4: 77,200 shares; 2025Q1: 78,544 shares; 2025Q2: 80,231 shares; 2025Q3: 80,919 shares; 2025Q4: 80,852 shares; 2026Q1: 10,492 shares 10,492 $2M 0.02% -70,360 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: 2,106 shares; 2024Q4: 2,124 shares; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares; 2025Q3: 2,178 shares; 2025Q4: 2,258 shares; 2026Q1: 2,210 shares 2,210 $1.98M 0.02% -48 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,523 shares; 2024Q4: 57,180 shares; 2025Q1: 58,621 shares; 2025Q2: 56,053 shares; 2025Q3: 56,080 shares; 2025Q4: 53,560 shares; 2026Q1: 42,812 shares 42,812 $1.95M 0.02% -10,748 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 42,914 shares; 2025Q1: 42,420 shares; 2025Q2: 46,234 shares; 2025Q3: 47,124 shares; 2025Q4: 11,711 shares; 2026Q1: 9,879 shares 9,879 $1.94M 0.02% -1,832 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: 88,626 shares; 2024Q4: 71,249 shares; 2025Q1: 56,954 shares; 2025Q2: 55,378 shares; 2025Q3: 49,783 shares; 2025Q4: 37,638 shares; 2026Q1: 38,177 shares 38,177 $1.94M 0.02% +539 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: 25,681 shares; 2024Q4: 23,382 shares; 2025Q1: 23,792 shares; 2025Q2: 24,094 shares; 2025Q3: 23,294 shares; 2025Q4: 22,480 shares; 2026Q1: 22,853 shares 22,853 $1.93M 0.02% +373 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,150 shares; 2024Q4: 29,684 shares; 2025Q1: 30,045 shares; 2025Q2: 30,045 shares; 2025Q3: 30,045 shares; 2025Q4: 29,542 shares; 2026Q1: 29,060 shares 29,060 $1.92M 0.02% -482 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: not reported; 2024Q4: 12,730 shares; 2025Q1: 13,230 shares; 2025Q2: 13,230 shares; 2025Q3: 13,192 shares; 2025Q4: 13,192 shares; 2026Q1: 18,442 shares 18,442 $1.91M 0.02% +5,250 Timeline IJK 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: 13,824 shares; 2024Q4: 15,311 shares; 2025Q1: 15,908 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 18,700 shares; 2026Q1: 18,642 shares 18,642 $1.9M 0.02% -58 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,046 shares; 2024Q4: 6,832 shares; 2025Q1: 6,807 shares; 2025Q2: 7,042 shares; 2025Q3: 7,072 shares; 2025Q4: 7,557 shares; 2026Q1: 6,713 shares 6,713 $1.88M 0.02% -844 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,836 shares; 2025Q1: 22,636 shares; 2025Q2: 22,636 shares; 2025Q3: 22,636 shares; 2025Q4: 23,657 shares; 2026Q1: 23,657 shares 23,657 $1.87M 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,748 shares; 2024Q4: 76,288 shares; 2025Q1: 66,369 shares; 2025Q2: 57,377 shares; 2025Q3: 54,475 shares; 2025Q4: 49,683 shares; 2026Q1: 42,432 shares 42,432 $1.87M 0.02% -7,251 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,606 shares; 2024Q4: 19,544 shares; 2025Q1: 19,299 shares; 2025Q2: 18,318 shares; 2025Q3: 18,189 shares; 2025Q4: 18,119 shares; 2026Q1: 17,612 shares 17,612 $1.85M 0.02% -507 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,189 shares; 2025Q1: 5,595 shares; 2025Q2: 5,217 shares; 2025Q3: 5,451 shares; 2025Q4: 5,219 shares; 2026Q1: 4,148 shares 4,148 $1.84M 0.02% -1,071 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: 6,710 shares; 2024Q4: 6,678 shares; 2025Q1: 6,574 shares; 2025Q2: 6,726 shares; 2025Q3: 6,663 shares; 2025Q4: 6,615 shares; 2026Q1: 6,581 shares 6,581 $1.81M 0.02% -34 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,255 shares; 2024Q4: 24,774 shares; 2025Q1: 20,327 shares; 2025Q2: 19,960 shares; 2025Q3: 19,960 shares; 2025Q4: 18,933 shares; 2026Q1: 19,685 shares 19,685 $1.81M 0.02% +752 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: 58,961 shares; 2024Q4: 59,394 shares; 2025Q1: 59,021 shares; 2025Q2: 59,789 shares; 2025Q3: 56,941 shares; 2025Q4: 61,096 shares; 2026Q1: 63,803 shares 63,803 $1.81M 0.02% +2,707 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,863 shares; 2024Q4: 34,926 shares; 2025Q1: 34,589 shares; 2025Q2: 34,414 shares; 2025Q3: 34,230 shares; 2025Q4: 33,508 shares; 2026Q1: 32,314 shares 32,314 $1.8M 0.02% -1,194 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,432 shares; 2024Q4: 14,518 shares; 2025Q1: 14,422 shares; 2025Q2: 14,422 shares; 2025Q3: 14,641 shares; 2025Q4: 14,555 shares; 2026Q1: 14,422 shares 14,422 $1.78M 0.02% -133 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,500 shares; 2024Q4: 123,500 shares; 2025Q1: 123,500 shares; 2025Q2: 123,500 shares; 2025Q3: 138,500 shares; 2025Q4: 138,500 shares; 2026Q1: 138,500 shares 138,500 $1.77M 0.02% 0 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: 38,084 shares; 2024Q4: 31,281 shares; 2025Q1: 29,513 shares; 2025Q2: 26,640 shares; 2025Q3: 24,277 shares; 2025Q4: 14,530 shares; 2026Q1: 14,467 shares 14,467 $1.77M 0.02% -63 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,062 shares; 2024Q4: 184,103 shares; 2025Q1: 187,672 shares; 2025Q2: 192,104 shares; 2025Q3: 195,110 shares; 2025Q4: 195,334 shares; 2026Q1: 20,759 shares 20,759 $1.75M 0.02% -174,575 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: 8,508 shares; 2024Q4: 8,649 shares; 2025Q1: 8,124 shares; 2025Q2: 9,274 shares; 2025Q3: 7,945 shares; 2025Q4: 7,890 shares; 2026Q1: 7,215 shares 7,215 $1.74M 0.02% -675 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,674 shares; 2024Q4: 119,077 shares; 2025Q1: 121,943 shares; 2025Q2: 131,359 shares; 2025Q3: 36,945 shares; 2025Q4: 16,783 shares; 2026Q1: 10,062 shares 10,062 $1.72M 0.02% -6,721 Timeline XLC 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: 18,104 shares; 2024Q4: 17,844 shares; 2025Q1: 14,933 shares; 2025Q2: 14,933 shares; 2025Q3: 14,933 shares; 2025Q4: 17,113 shares; 2026Q1: 15,275 shares 15,275 $1.71M 0.02% -1,838 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: 32,939 shares; 2024Q4: 32,339 shares; 2025Q1: 32,339 shares; 2025Q2: 21,811 shares; 2025Q3: 21,811 shares; 2025Q4: 21,811 shares; 2026Q1: 21,811 shares 21,811 $1.69M 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,730 shares; 2024Q4: 9,521 shares; 2025Q1: 9,910 shares; 2025Q2: 9,909 shares; 2025Q3: 9,724 shares; 2025Q4: 19,322 shares; 2026Q1: 15,390 shares 15,390 $1.68M 0.02% -3,932 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,659 shares; 2025Q1: 5,659 shares; 2025Q2: 5,659 shares; 2025Q3: 5,660 shares; 2025Q4: 5,660 shares; 2026Q1: 5,660 shares 5,660 $1.65M 0.02% 0 Timeline IJJ 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: 12,888 shares; 2024Q4: 13,056 shares; 2025Q1: 13,056 shares; 2025Q2: 12,998 shares; 2025Q3: 12,936 shares; 2025Q4: 12,276 shares; 2026Q1: 12,276 shares 12,276 $1.65M 0.02% 0 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: 5,894 shares; 2024Q4: 6,319 shares; 2025Q1: 6,415 shares; 2025Q2: 6,502 shares; 2025Q3: 5,466 shares; 2025Q4: 5,958 shares; 2026Q1: 2,930 shares 2,930 $1.62M 0.02% -3,028 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: 35,952 shares; 2024Q4: 41,212 shares; 2025Q1: 38,287 shares; 2025Q2: 36,049 shares; 2025Q3: 21,844 shares; 2025Q4: 19,031 shares; 2026Q1: 13,336 shares 13,336 $1.57M 0.02% -5,695 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 10,472 shares; 2025Q1: 10,490 shares; 2025Q2: 10,099 shares; 2025Q3: 10,021 shares; 2025Q4: 12,214 shares; 2026Q1: 8,313 shares 8,313 $1.55M 0.02% -3,901 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,892 shares; 2024Q4: 10,412 shares; 2025Q1: 9,892 shares; 2025Q2: 9,892 shares; 2025Q3: 10,151 shares; 2025Q4: 10,151 shares; 2026Q1: 10,151 shares 10,151 $1.54M 0.02% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,083 shares; 2024Q4: 109,313 shares; 2025Q1: 109,313 shares; 2025Q2: 109,083 shares; 2025Q3: not reported; 2025Q4: 85,383 shares; 2026Q1: 83,430 shares 83,430 $1.53M 0.02% -1,953 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,515 shares; 2024Q4: 33,515 shares; 2025Q1: 29,854 shares; 2025Q2: 28,881 shares; 2025Q3: 28,757 shares; 2025Q4: 28,757 shares; 2026Q1: 28,757 shares 28,757 $1.53M 0.02% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,671 shares; 2024Q4: 21,269 shares; 2025Q1: 18,012 shares; 2025Q2: 15,955 shares; 2025Q3: 15,686 shares; 2025Q4: 12,903 shares; 2026Q1: 11,837 shares 11,837 $1.5M 0.02% -1,066 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: 1,108 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 3,306 shares; 2026Q1: 3,306 shares 3,306 $1.48M 0.02% 0 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: 4,370 shares; 2024Q4: 4,370 shares; 2025Q1: 4,355 shares; 2025Q2: 4,355 shares; 2025Q3: 4,355 shares; 2025Q4: 4,117 shares; 2026Q1: 4,117 shares 4,117 $1.48M 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,407 shares; 2024Q4: 10,399 shares; 2025Q1: 10,400 shares; 2025Q2: 10,291 shares; 2025Q3: 10,294 shares; 2025Q4: 10,285 shares; 2026Q1: 9,848 shares 9,848 $1.46M 0.02% -437 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,305 shares; 2024Q4: 10,255 shares; 2025Q1: 9,855 shares; 2025Q2: 9,843 shares; 2025Q3: 9,783 shares; 2025Q4: 9,783 shares; 2026Q1: 8,585 shares 8,585 $1.45M 0.02% -1,198 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,521 shares; 2024Q4: 117,521 shares; 2025Q1: 117,521 shares; 2025Q2: 100,514 shares; 2025Q3: 100,514 shares; 2025Q4: 100,514 shares; 2026Q1: 100,514 shares 100,514 $1.45M 0.02% 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: 5,352 shares; 2024Q4: 5,323 shares; 2025Q1: 5,284 shares; 2025Q2: 5,336 shares; 2025Q3: 5,293 shares; 2025Q4: 4,948 shares; 2026Q1: 4,911 shares 4,911 $1.44M 0.02% -37 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,193 shares; 2024Q4: 7,698 shares; 2025Q1: 7,133 shares; 2025Q2: 6,379 shares; 2025Q3: 5,832 shares; 2025Q4: 4,803 shares; 2026Q1: 5,895 shares 5,895 $1.44M 0.02% +1,092 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: not reported; 2025Q4: 30,979 shares; 2026Q1: 14,319 shares 14,319 $1.44M 0.02% -16,660 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: 6,159 shares; 2024Q4: 5,977 shares; 2025Q1: 5,879 shares; 2025Q2: 5,979 shares; 2025Q3: 6,083 shares; 2025Q4: 7,775 shares; 2026Q1: 7,210 shares 7,210 $1.43M 0.02% -565 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: 70,507 shares; 2026Q1: 17,968 shares 17,968 $1.4M 0.02% -52,539 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,852 shares; 2024Q4: 14,759 shares; 2025Q1: 14,694 shares; 2025Q2: 14,666 shares; 2025Q3: 14,666 shares; 2025Q4: 14,366 shares; 2026Q1: 14,233 shares 14,233 $1.39M 0.02% -133 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,584 shares; 2024Q4: 19,584 shares; 2025Q1: 18,651 shares; 2025Q2: 17,017 shares; 2025Q3: 17,017 shares; 2025Q4: 17,143 shares; 2026Q1: 17,660 shares 17,660 $1.38M 0.02% +517 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: 4,150 shares; 2024Q4: 4,091 shares; 2025Q1: 4,086 shares; 2025Q2: 4,466 shares; 2025Q3: 4,627 shares; 2025Q4: 4,901 shares; 2026Q1: 4,093 shares 4,093 $1.36M 0.02% -808 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,767 shares; 2024Q4: 13,940 shares; 2025Q1: 13,940 shares; 2025Q2: 13,940 shares; 2025Q3: 13,940 shares; 2025Q4: 13,478 shares; 2026Q1: 11,028 shares 11,028 $1.35M 0.02% -2,450 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,300 shares; 2024Q4: 32,723 shares; 2025Q1: 30,300 shares; 2025Q2: 30,300 shares; 2025Q3: 30,300 shares; 2025Q4: 30,300 shares; 2026Q1: 30,300 shares 30,300 $1.34M 0.02% 0 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: 10,601 shares; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 10,329 shares; 2025Q3: 10,329 shares; 2025Q4: 10,329 shares; 2026Q1: 10,277 shares 10,277 $1.33M 0.02% -52 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,832 shares; 2024Q4: 9,882 shares; 2025Q1: 9,778 shares; 2025Q2: 9,539 shares; 2025Q3: 9,342 shares; 2025Q4: 9,770 shares; 2026Q1: 9,027 shares 9,027 $1.32M 0.01% -743 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,396 shares; 2024Q4: 69,287 shares; 2025Q1: 69,037 shares; 2025Q2: 62,623 shares; 2025Q3: 62,623 shares; 2025Q4: 62,623 shares; 2026Q1: 31,437 shares 31,437 $1.31M 0.01% -31,186 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: 58,074 shares; 2024Q4: 60,274 shares; 2025Q1: 61,283 shares; 2025Q2: 66,905 shares; 2025Q3: 8,375 shares; 2025Q4: 7,361 shares; 2026Q1: 4,613 shares 4,613 $1.31M 0.01% -2,748 Timeline XLF 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: 27,816 shares; 2024Q4: 27,936 shares; 2025Q1: 26,399 shares; 2025Q2: 26,399 shares; 2025Q3: 27,356 shares; 2025Q4: 30,614 shares; 2026Q1: 25,947 shares 25,947 $1.29M 0.01% -4,667 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: 13,187 shares; 2024Q4: 12,831 shares; 2025Q1: 12,670 shares; 2025Q2: 11,948 shares; 2025Q3: 12,186 shares; 2025Q4: 11,690 shares; 2026Q1: 11,432 shares 11,432 $1.26M 0.01% -258 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,727 shares; 2024Q4: 11,090 shares; 2025Q1: 10,885 shares; 2025Q2: 10,813 shares; 2025Q3: 10,930 shares; 2025Q4: 10,949 shares; 2026Q1: 10,138 shares 10,138 $1.26M 0.01% -811 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,452 shares; 2024Q4: 34,949 shares; 2025Q1: 33,878 shares; 2025Q2: 23,841 shares; 2025Q3: 23,394 shares; 2025Q4: 21,240 shares; 2026Q1: 20,847 shares 20,847 $1.25M 0.01% -393 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: 110,215 shares; 2024Q4: 107,954 shares; 2025Q1: 107,854 shares; 2025Q2: 107,704 shares; 2025Q3: 107,313 shares; 2025Q4: 31,465 shares; 2026Q1: 30,106 shares 30,106 $1.25M 0.01% -1,359 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: 31,081 shares; 2024Q4: 29,290 shares; 2025Q1: 23,459 shares; 2025Q2: 20,348 shares; 2025Q3: 19,463 shares; 2025Q4: 14,958 shares; 2026Q1: 12,793 shares 12,793 $1.24M 0.01% -2,165 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,829 shares; 2024Q4: 8,871 shares; 2025Q1: 8,910 shares; 2025Q2: 8,953 shares; 2025Q3: 8,986 shares; 2025Q4: 9,024 shares; 2026Q1: 9,058 shares 9,058 $1.23M 0.01% +34 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 12,167 shares; 2025Q1: 12,437 shares; 2025Q2: 11,942 shares; 2025Q3: 11,515 shares; 2025Q4: 10,786 shares; 2026Q1: 10,126 shares 10,126 $1.2M 0.01% -660 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: 9,229 shares; 2024Q4: 10,214 shares; 2025Q1: 7,080 shares; 2025Q2: 7,080 shares; 2025Q3: 7,080 shares; 2025Q4: 7,080 shares; 2026Q1: 11,195 shares 11,195 $1.19M 0.01% +4,115 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: 2,759 shares; 2024Q4: 2,632 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,667 shares; 2025Q4: 2,077 shares; 2026Q1: 2,151 shares 2,151 $1.19M 0.01% +74 Timeline JNK 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: 16,232 shares; 2024Q4: 13,623 shares; 2025Q1: 13,282 shares; 2025Q2: 12,276 shares; 2025Q3: 12,276 shares; 2025Q4: 12,199 shares; 2026Q1: 12,373 shares 12,373 $1.19M 0.01% +174 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,367 shares; 2025Q4: 4,897 shares; 2026Q1: 4,450 shares 4,450 $1.17M 0.01% -447 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,946 shares; 2024Q4: 9,618 shares; 2025Q1: 9,281 shares; 2025Q2: 8,926 shares; 2025Q3: 8,525 shares; 2025Q4: 6,847 shares; 2026Q1: 6,648 shares 6,648 $1.15M 0.01% -199 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,466 shares; 2024Q4: 12,490 shares; 2025Q1: 7,134 shares; 2025Q2: 7,411 shares; 2025Q3: 7,411 shares; 2025Q4: 7,345 shares; 2026Q1: 7,057 shares 7,057 $1.15M 0.01% -288 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,076 shares; 2024Q4: 31,076 shares; 2025Q1: 32,326 shares; 2025Q2: 32,326 shares; 2025Q3: 32,326 shares; 2025Q4: 30,769 shares; 2026Q1: 30,769 shares 30,769 $1.12M 0.01% 0 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: 11,810 shares; 2024Q4: 11,809 shares; 2025Q1: 11,809 shares; 2025Q2: 13,582 shares; 2025Q3: 13,582 shares; 2025Q4: 12,097 shares; 2026Q1: 12,293 shares 12,293 $1.09M 0.01% +196 Timeline SPHQ 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: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 14,200 shares; 2025Q2: 14,200 shares; 2025Q3: 14,200 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares 14,200 $1.08M 0.01% 0 Timeline WELLS FARGO & CO 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: 261 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 337 shares; 2025Q4: 488 shares; 2026Q1: 914 shares 914 $1.07M 0.01% +426 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: 12,029 shares; 2024Q4: 6,759 shares; 2025Q1: 6,759 shares; 2025Q2: 7,476 shares; 2025Q3: 7,476 shares; 2025Q4: 7,476 shares; 2026Q1: 11,106 shares 11,106 $1.04M 0.01% +3,630 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,909 shares; 2024Q4: 26,316 shares; 2025Q1: 22,778 shares; 2025Q2: 22,778 shares; 2025Q3: 23,076 shares; 2025Q4: 22,778 shares; 2026Q1: 17,446 shares 17,446 $1.03M 0.01% -5,332 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 1,395 shares; 2025Q1: 5,470 shares; 2025Q2: 38,995 shares; 2025Q3: 38,545 shares; 2025Q4: 38,545 shares; 2026Q1: 43,971 shares 43,971 $1.03M 0.01% +5,426 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: 8,061 shares; 2024Q4: 8,215 shares; 2025Q1: 7,998 shares; 2025Q2: 8,177 shares; 2025Q3: 8,489 shares; 2025Q4: 13,293 shares; 2026Q1: 13,889 shares 13,889 $1.01M 0.01% +596 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,840 shares; 2025Q1: 3,764 shares; 2025Q2: 4,228 shares; 2025Q3: 4,228 shares; 2025Q4: 4,636 shares; 2026Q1: 5,864 shares 5,864 $1.01M 0.01% +1,228 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,267 shares; 2024Q4: 7,191 shares; 2025Q1: 7,228 shares; 2025Q2: 7,193 shares; 2025Q3: 7,193 shares; 2025Q4: 7,157 shares; 2026Q1: 7,157 shares 7,157 $1M 0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 9,544 shares; 2025Q1: 9,544 shares; 2025Q2: 9,320 shares; 2025Q3: 9,320 shares; 2025Q4: 8,872 shares; 2026Q1: 8,872 shares 8,872 $977K 0.01% 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: 3,713 shares; 2024Q4: 3,699 shares; 2025Q1: 3,699 shares; 2025Q2: 3,688 shares; 2025Q3: 3,812 shares; 2025Q4: 3,810 shares; 2026Q1: 3,810 shares 3,810 $968K 0.01% 0 Timeline GLIBK LIBERTY CAP CORP More: the full row for LIBERTY CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 29,621 shares; 2026Q1: 26,214 shares 26,214 $961K 0.01% -3,407 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 10,461 shares; 2025Q1: 10,461 shares; 2025Q2: 10,695 shares; 2025Q3: 12,669 shares; 2025Q4: 13,132 shares; 2026Q1: 13,668 shares 13,668 $954K 0.01% +536 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,657 shares; 2025Q1: 3,715 shares; 2025Q2: 3,017 shares; 2025Q3: 2,877 shares; 2025Q4: 2,877 shares; 2026Q1: 2,819 shares 2,819 $951K 0.01% -58 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,910 shares; 2024Q4: 8,910 shares; 2025Q1: 8,910 shares; 2025Q2: 8,910 shares; 2025Q3: 8,910 shares; 2025Q4: 8,910 shares; 2026Q1: 8,910 shares 8,910 $946K 0.01% 0 Timeline IEI 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: 19,046 shares; 2024Q4: 18,052 shares; 2025Q1: 17,890 shares; 2025Q2: 17,872 shares; 2025Q3: 10,242 shares; 2025Q4: 10,242 shares; 2026Q1: 7,938 shares 7,938 $937K 0.01% -2,304 Timeline XJH 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: 20,167 shares; 2024Q4: 20,309 shares; 2025Q1: 20,309 shares; 2025Q2: 20,309 shares; 2025Q3: 20,309 shares; 2025Q4: 20,309 shares; 2026Q1: 20,309 shares 20,309 $933K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,002 shares; 2025Q1: 5,194 shares; 2025Q2: 3,944 shares; 2025Q3: 4,514 shares; 2025Q4: 4,451 shares; 2026Q1: 4,451 shares 4,451 $931K 0.01% 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: 1,868 shares; 2024Q4: 3,021 shares; 2025Q1: 2,821 shares; 2025Q2: 2,881 shares; 2025Q3: 3,497 shares; 2025Q4: 3,497 shares; 2026Q1: 3,293 shares 3,293 $925K 0.01% -204 Timeline ICSH 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: 24,813 shares; 2024Q4: 23,243 shares; 2025Q1: 22,471 shares; 2025Q2: 17,521 shares; 2025Q3: 18,311 shares; 2025Q4: 18,311 shares; 2026Q1: 18,311 shares 18,311 $925K 0.01% 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: 7,866 shares; 2024Q4: 7,999 shares; 2025Q1: 6,453 shares; 2025Q2: 6,353 shares; 2025Q3: 6,014 shares; 2025Q4: 7,708 shares; 2026Q1: 6,887 shares 6,887 $905K 0.01% -821 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,896 shares; 2025Q1: 1,876 shares; 2025Q2: 1,979 shares; 2025Q3: 2,456 shares; 2025Q4: 2,345 shares; 2026Q1: 2,460 shares 2,460 $903K 0.01% +115 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,411 shares; 2024Q4: 7,422 shares; 2025Q1: 7,298 shares; 2025Q2: 7,263 shares; 2025Q3: 7,112 shares; 2025Q4: 6,938 shares; 2026Q1: 5,450 shares 5,450 $897K 0.01% -1,488 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,939 shares; 2024Q4: 312,904 shares; 2025Q1: 462,358 shares; 2025Q2: 499,684 shares; 2025Q3: 516,299 shares; 2025Q4: 60,358 shares; 2026Q1: 35,143 shares 35,143 $895K 0.01% -25,215 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,642 shares; 2024Q4: 12,359 shares; 2025Q1: 11,388 shares; 2025Q2: 10,977 shares; 2025Q3: 10,977 shares; 2025Q4: 10,977 shares; 2026Q1: 10,679 shares 10,679 $895K 0.01% -298 Timeline SCZ 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: 1,048 shares; 2024Q4: 11,733 shares; 2025Q1: 11,743 shares; 2025Q2: 11,751 shares; 2025Q3: 11,213 shares; 2025Q4: 11,213 shares; 2026Q1: 11,213 shares 11,213 $895K 0.01% 0 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI 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: 22,683 shares; 2026Q1: 29,297 shares 29,297 $887K 0.01% +6,614 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,008 shares; 2024Q4: 15,478 shares; 2025Q1: 15,478 shares; 2025Q2: 15,478 shares; 2025Q3: 15,478 shares; 2025Q4: 15,478 shares; 2026Q1: 15,478 shares 15,478 $886K 0.01% 0 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: 15,399 shares; 2024Q4: 15,399 shares; 2025Q1: 15,399 shares; 2025Q2: 14,514 shares; 2025Q3: 14,514 shares; 2025Q4: 14,514 shares; 2026Q1: 11,104 shares 11,104 $885K 0.01% -3,410 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,491 shares; 2024Q4: 42,491 shares; 2025Q1: 42,491 shares; 2025Q2: 42,491 shares; 2025Q3: 42,491 shares; 2025Q4: 42,491 shares; 2026Q1: 42,491 shares 42,491 $882K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,669 shares; 2025Q1: 1,575 shares; 2025Q2: 1,698 shares; 2025Q3: 1,618 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares 1,521 $878K 0.01% 0 Timeline SCHE 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: 60,227 shares; 2024Q4: 60,227 shares; 2025Q1: 58,131 shares; 2025Q2: 54,029 shares; 2025Q3: 26,631 shares; 2025Q4: 26,631 shares; 2026Q1: 26,631 shares 26,631 $877K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,195 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,374 shares; 2026Q1: 1,804 shares 1,804 $873K 0.01% +430 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,727 shares; 2025Q1: 2,619 shares; 2025Q2: 2,659 shares; 2025Q3: 2,742 shares; 2025Q4: 2,622 shares; 2026Q1: 2,637 shares 2,637 $863K 0.01% +15 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: 12,041 shares; 2024Q4: 11,891 shares; 2025Q1: 11,484 shares; 2025Q2: 10,922 shares; 2025Q3: 10,904 shares; 2025Q4: 10,242 shares; 2026Q1: 8,862 shares 8,862 $860K 0.01% -1,380 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,707 shares; 2024Q4: 6,301 shares; 2025Q1: 6,041 shares; 2025Q2: 6,013 shares; 2025Q3: 5,520 shares; 2025Q4: 5,520 shares; 2026Q1: 5,520 shares 5,520 $857K 0.01% 0 Timeline SPTS 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: 32,030 shares; 2024Q4: 32,030 shares; 2025Q1: 32,030 shares; 2025Q2: 31,095 shares; 2025Q3: 31,095 shares; 2025Q4: 29,242 shares; 2026Q1: 29,242 shares 29,242 $850K 0.01% 0 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,328 shares; 2024Q4: 43,328 shares; 2025Q1: 43,328 shares; 2025Q2: 47,489 shares; 2025Q3: 43,328 shares; 2025Q4: 41,918 shares; 2026Q1: 46,872 shares 46,872 $847K 0.01% +4,954 Timeline SPLV 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: 11,438 shares; 2024Q4: 11,405 shares; 2025Q1: 11,405 shares; 2025Q2: 11,405 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares 11,400 $843K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 651 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 705 shares 705 $839K 0.01% -56 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: 1,853 shares; 2024Q4: 1,886 shares; 2025Q1: 1,815 shares; 2025Q2: 1,798 shares; 2025Q3: 1,851 shares; 2025Q4: 1,856 shares; 2026Q1: 1,873 shares 1,873 $832K 0.01% +17 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,244 shares; 2024Q4: 22,244 shares; 2025Q1: 22,244 shares; 2025Q2: 22,244 shares; 2025Q3: 22,244 shares; 2025Q4: 22,244 shares; 2026Q1: 22,244 shares 22,244 $815K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 6,003 shares; 2025Q1: 6,007 shares; 2025Q2: 5,847 shares; 2025Q3: 3,929 shares; 2025Q4: 3,929 shares; 2026Q1: 2,977 shares 2,977 $810K 0.01% -952 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: 11,035 shares; 2024Q4: 11,157 shares; 2025Q1: 11,293 shares; 2025Q2: 11,830 shares; 2025Q3: 12,130 shares; 2025Q4: 14,021 shares; 2026Q1: 15,027 shares 15,027 $803K 0.01% +1,006 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: 15,608 shares; 2024Q4: 15,413 shares; 2025Q1: 15,308 shares; 2025Q2: 15,093 shares; 2025Q3: 13,723 shares; 2025Q4: 14,370 shares; 2026Q1: 11,271 shares 11,271 $801K 0.01% -3,099 Timeline IBB 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: 6,154 shares; 2024Q4: 6,139 shares; 2025Q1: 6,053 shares; 2025Q2: 5,609 shares; 2025Q3: 4,840 shares; 2025Q4: 4,788 shares; 2026Q1: 4,736 shares 4,736 $800K 0.01% -52 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 2,045 shares; 2025Q1: 1,924 shares; 2025Q2: 1,820 shares; 2025Q3: 1,526 shares; 2025Q4: 1,975 shares; 2026Q1: 1,830 shares 1,830 $795K 0.01% -145 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: 7,365 shares; 2024Q4: 7,498 shares; 2025Q1: 7,498 shares; 2025Q2: 7,498 shares; 2025Q3: 7,498 shares; 2025Q4: 7,498 shares; 2026Q1: 7,498 shares 7,498 $773K 0.01% 0 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: 959 shares; 2024Q4: 957 shares; 2025Q1: 1,027 shares; 2025Q2: 1,040 shares; 2025Q3: 1,051 shares; 2025Q4: 1,006 shares; 2026Q1: 756 shares 756 $768K 0.01% -250 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 3,061 shares; 2025Q1: 2,947 shares; 2025Q2: 5,295 shares; 2025Q3: 5,295 shares; 2025Q4: 5,295 shares; 2026Q1: 5,295 shares 5,295 $764K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 4,802 shares; 2025Q1: 4,802 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,802 shares; 2026Q1: 4,802 shares 4,802 $758K 0.01% 0 Timeline EEMV 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: 3,271 shares; 2024Q4: 11,447 shares; 2025Q1: 11,447 shares; 2025Q2: 11,547 shares; 2025Q3: 11,547 shares; 2025Q4: 11,678 shares; 2026Q1: 11,678 shares 11,678 $758K 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,464 shares; 2024Q4: 6,464 shares; 2025Q1: 5,039 shares; 2025Q2: 5,039 shares; 2025Q3: 5,039 shares; 2025Q4: 5,039 shares; 2026Q1: 5,039 shares 5,039 $756K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,679 shares; 2024Q4: 9,969 shares; 2025Q1: 7,687 shares; 2025Q2: 7,687 shares; 2025Q3: 7,696 shares; 2025Q4: 7,696 shares; 2026Q1: 7,687 shares 7,687 $746K 0.01% -9 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 123 shares; 2025Q2: 116 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 111 shares 111 $745K 0.01% +8 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,136 shares; 2024Q4: 16,136 shares; 2025Q1: 17,070 shares; 2025Q2: 17,070 shares; 2025Q3: 16,548 shares; 2025Q4: 16,208 shares; 2026Q1: 16,208 shares 16,208 $741K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,136 shares; 2024Q4: 12,909 shares; 2025Q1: 12,668 shares; 2025Q2: 11,471 shares; 2025Q3: 11,312 shares; 2025Q4: 10,227 shares; 2026Q1: 9,489 shares 9,489 $741K 0.01% -738 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 6,628 shares; 2025Q1: 6,628 shares; 2025Q2: 13,354 shares; 2025Q3: 13,354 shares; 2025Q4: 13,354 shares; 2026Q1: 13,354 shares 13,354 $741K 0.01% 0 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: 32,254 shares; 2024Q4: 32,254 shares; 2025Q1: 31,775 shares; 2025Q2: 31,775 shares; 2025Q3: 31,525 shares; 2025Q4: 26,158 shares; 2026Q1: 24,138 shares 24,138 $736K 0.01% -2,020 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 3,537 shares; 2025Q1: 3,871 shares; 2025Q2: 3,991 shares; 2025Q3: 4,033 shares; 2025Q4: 3,991 shares; 2026Q1: 4,041 shares 4,041 $735K 0.01% +50 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,482 shares; 2024Q4: 7,482 shares; 2025Q1: 7,482 shares; 2025Q2: 7,711 shares; 2025Q3: 7,456 shares; 2025Q4: 288,243 shares; 2026Q1: 25,154 shares 25,154 $732K 0.01% -263,089 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,548 shares; 2024Q4: 17,548 shares; 2025Q1: 17,548 shares; 2025Q2: 17,548 shares; 2025Q3: 17,548 shares; 2025Q4: 17,548 shares; 2026Q1: 17,548 shares 17,548 $730K 0.01% 0 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,913 shares; 2024Q4: 29,913 shares; 2025Q1: 29,913 shares; 2025Q2: 29,913 shares; 2025Q3: 29,057 shares; 2025Q4: 29,057 shares; 2026Q1: 29,057 shares 29,057 $728K 0.01% 0 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 1,473 shares; 2025Q4: 1,315 shares; 2026Q1: 63,967 shares 63,967 $725K 0.01% +62,652 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: 3,292 shares; 2024Q4: 3,292 shares; 2025Q1: 3,267 shares; 2025Q2: 3,290 shares; 2025Q3: 3,360 shares; 2025Q4: 2,691 shares; 2026Q1: 2,336 shares 2,336 $717K 0.01% -355 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: 4,453 shares; 2025Q1: 4,338 shares; 2025Q2: 4,387 shares; 2025Q3: 4,426 shares; 2025Q4: 4,556 shares; 2026Q1: 3,825 shares 3,825 $707K 0.01% -731 Timeline SPDW 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: 14,917 shares; 2024Q4: 14,917 shares; 2025Q1: 14,917 shares; 2025Q2: 14,917 shares; 2025Q3: 14,917 shares; 2025Q4: 14,917 shares; 2026Q1: 14,917 shares 14,917 $692K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,051 shares; 2024Q4: 12,009 shares; 2025Q1: 12,009 shares; 2025Q2: 7,138 shares; 2025Q3: 6,569 shares; 2025Q4: 6,658 shares; 2026Q1: 6,658 shares 6,658 $692K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 3,200 shares; 2025Q1: 3,107 shares; 2025Q2: 4,323 shares; 2025Q3: 4,516 shares; 2025Q4: 4,516 shares; 2026Q1: 3,873 shares 3,873 $687K 0.01% -643 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,481 shares; 2024Q4: 21,481 shares; 2025Q1: 21,481 shares; 2025Q2: 21,481 shares; 2025Q3: 21,481 shares; 2025Q4: 21,481 shares; 2026Q1: 21,481 shares 21,481 $672K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,091 shares; 2024Q4: 11,217 shares; 2025Q1: 11,300 shares; 2025Q2: 10,905 shares; 2025Q3: 10,822 shares; 2025Q4: 9,733 shares; 2026Q1: 9,683 shares 9,683 $671K 0.01% -50 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,772 shares; 2024Q4: 9,772 shares; 2025Q1: 9,772 shares; 2025Q2: 9,772 shares; 2025Q3: 9,897 shares; 2025Q4: 13,711 shares; 2026Q1: 14,098 shares 14,098 $671K 0.01% +387 Timeline VSS 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: 3,401 shares; 2024Q4: 5,106 shares; 2025Q1: 4,633 shares; 2025Q2: 4,633 shares; 2025Q3: 4,698 shares; 2025Q4: 4,535 shares; 2026Q1: 4,535 shares 4,535 $669K 0.01% 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: 6,532 shares; 2024Q4: 6,379 shares; 2025Q1: 6,379 shares; 2025Q2: 6,570 shares; 2025Q3: 6,222 shares; 2025Q4: 6,222 shares; 2026Q1: 6,222 shares 6,222 $660K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,532 shares; 2024Q4: 9,610 shares; 2025Q1: 9,332 shares; 2025Q2: 9,234 shares; 2025Q3: 9,431 shares; 2025Q4: 9,038 shares; 2026Q1: 8,339 shares 8,339 $653K 0.01% -699 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: 6,393 shares; 2024Q4: 6,393 shares; 2025Q1: 5,059 shares; 2025Q2: 5,059 shares; 2025Q3: 3,764 shares; 2025Q4: 3,764 shares; 2026Q1: 6,088 shares 6,088 $647K 0.01% +2,324 Timeline INDA 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: 14,139 shares; 2024Q4: 13,682 shares; 2025Q1: 13,682 shares; 2025Q2: 13,682 shares; 2025Q3: 13,682 shares; 2025Q4: 13,682 shares; 2026Q1: 13,682 shares 13,682 $646K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 2,916 shares; 2025Q1: 3,126 shares; 2025Q2: 3,076 shares; 2025Q3: 3,076 shares; 2025Q4: 3,076 shares; 2026Q1: 2,944 shares 2,944 $643K 0.01% -132 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: 1,170 shares; 2024Q4: 2,320 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,296 shares; 2025Q4: 5,408 shares; 2026Q1: 5,538 shares 5,538 $634K 0.01% +130 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares; 2026Q1: 1,532 shares 1,532 $625K 0.01% +38 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,736 shares; 2025Q1: 2,738 shares; 2025Q2: 2,740 shares; 2025Q3: 2,742 shares; 2025Q4: 2,744 shares; 2026Q1: 2,746 shares 2,746 $624K 0.01% +2 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR 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: 44,920 shares 44,920 $619K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,390 shares; 2024Q4: 17,343 shares; 2025Q1: 12,991 shares; 2025Q2: 11,902 shares; 2025Q3: 10,185 shares; 2025Q4: 8,489 shares; 2026Q1: 8,410 shares 8,410 $616K 0.01% -79 Timeline IOO 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $613K 0.01% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES 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: 9,523 shares; 2025Q3: 9,523 shares; 2025Q4: 9,523 shares; 2026Q1: 9,523 shares 9,523 $612K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 9,208 shares; 2025Q1: 9,208 shares; 2025Q2: 9,208 shares; 2025Q3: 9,208 shares; 2025Q4: 9,996 shares; 2026Q1: 9,854 shares 9,854 $598K 0.01% -142 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,600 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 4,661 shares; 2025Q4: 4,426 shares; 2026Q1: 4,736 shares 4,736 $598K 0.01% +310 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 7,054 shares; 2025Q1: 7,026 shares; 2025Q2: 7,089 shares; 2025Q3: 7,089 shares; 2025Q4: 3,089 shares; 2026Q1: 6,562 shares 6,562 $581K 0.01% +3,473 Timeline XLRE 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: 10,334 shares; 2024Q4: 25,162 shares; 2025Q1: 21,456 shares; 2025Q2: 19,038 shares; 2025Q3: 15,255 shares; 2025Q4: 13,645 shares; 2026Q1: 13,645 shares 13,645 $570K 0.01% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares 11,300 $562K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 2,210 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 14,106 shares; 2026Q1: 14,159 shares 14,159 $560K 0.01% +53 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,463 shares; 2024Q4: 13,393 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares 2,797 $550K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,191 shares; 2024Q4: 8,974 shares; 2025Q1: 7,474 shares; 2025Q2: 7,474 shares; 2025Q3: 7,474 shares; 2025Q4: 7,484 shares; 2026Q1: 7,474 shares 7,474 $547K 0.01% -10 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: 45 shares; 2024Q4: 122 shares; 2025Q1: 124 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 159 shares 159 $547K 0.01% +34 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: 5,914 shares; 2024Q4: 6,163 shares; 2025Q1: 5,143 shares; 2025Q2: 4,889 shares; 2025Q3: 4,885 shares; 2025Q4: 3,828 shares; 2026Q1: 3,436 shares 3,436 $541K 0.01% -392 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: 2,523 shares; 2024Q4: 2,603 shares; 2025Q1: 2,688 shares; 2025Q2: 2,233 shares; 2025Q3: 1,695 shares; 2025Q4: 1,544 shares; 2026Q1: 1,501 shares 1,501 $541K 0.01% -43 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: 15,535 shares; 2024Q4: 15,535 shares; 2025Q1: 15,535 shares; 2025Q2: 15,285 shares; 2025Q3: 14,364 shares; 2025Q4: 13,431 shares; 2026Q1: 12,042 shares 12,042 $539K 0.01% -1,389 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 7,354 shares; 2025Q1: 7,182 shares; 2025Q2: 7,182 shares; 2025Q3: 7,125 shares; 2025Q4: 6,956 shares; 2026Q1: 6,491 shares 6,491 $538K 0.01% -465 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,339 shares; 2025Q1: 3,185 shares; 2025Q2: 3,110 shares; 2025Q3: 2,628 shares; 2025Q4: 1,878 shares; 2026Q1: 1,820 shares 1,820 $533K 0.01% -58 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: 589 shares; 2024Q4: 604 shares; 2025Q1: 623 shares; 2025Q2: 632 shares; 2025Q3: 640 shares; 2025Q4: 642 shares; 2026Q1: 3,019 shares 3,019 $532K 0.01% +2,377 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: 5,585 shares; 2024Q4: 4,518 shares; 2025Q1: 4,818 shares; 2025Q2: 4,818 shares; 2025Q3: 4,818 shares; 2025Q4: 4,518 shares; 2026Q1: 4,151 shares 4,151 $531K 0.01% -367 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,407 shares; 2024Q4: 9,420 shares; 2025Q1: 9,420 shares; 2025Q2: 8,506 shares; 2025Q3: 8,498 shares; 2025Q4: 5,709 shares; 2026Q1: 6,484 shares 6,484 $526K 0.01% +775 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,634 shares; 2024Q4: 5,961 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 5,933 shares; 2025Q4: 4,433 shares; 2026Q1: 4,570 shares 4,570 $525K 0.01% +137 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,640 shares 16,640 $522K 0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,815 shares; 2024Q4: 160,515 shares; 2025Q1: 159,515 shares; 2025Q2: 159,938 shares; 2025Q3: 159,155 shares; 2025Q4: 30,210 shares; 2026Q1: 30,150 shares 30,150 $521K 0.01% -60 Timeline SPIB 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: 40,168 shares; 2024Q4: 36,958 shares; 2025Q1: 35,771 shares; 2025Q2: 34,757 shares; 2025Q3: 19,979 shares; 2025Q4: 19,584 shares; 2026Q1: 15,451 shares 15,451 $517K 0.01% -4,133 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: 25,617 shares; 2024Q4: 25,617 shares; 2025Q1: 25,617 shares; 2025Q2: 25,617 shares; 2025Q3: 25,717 shares; 2025Q4: 25,717 shares; 2026Q1: 26,760 shares 26,760 $507K 0.01% +1,043 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,475 shares; 2025Q1: 3,785 shares; 2025Q2: 3,581 shares; 2025Q3: 4,030 shares; 2025Q4: 2,883 shares; 2026Q1: 3,681 shares 3,681 $502K 0.01% +798 Timeline PAVE 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: 9,189 shares; 2024Q4: 9,189 shares; 2025Q1: 9,189 shares; 2025Q2: 9,189 shares; 2025Q3: 9,689 shares; 2025Q4: 9,689 shares; 2026Q1: 9,689 shares 9,689 $498K 0.01% 0 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: 15,007 shares; 2024Q4: 11,417 shares; 2025Q1: 8,748 shares; 2025Q2: 8,748 shares; 2025Q3: 8,623 shares; 2025Q4: 12,648 shares; 2026Q1: 13,060 shares 13,060 $494K 0.01% +412 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: 4,331 shares; 2024Q4: 4,202 shares; 2025Q1: 4,168 shares; 2025Q2: 4,407 shares; 2025Q3: 3,021 shares; 2025Q4: 2,498 shares; 2026Q1: 2,457 shares 2,457 $494K 0.01% -41 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: 15,231 shares; 2024Q4: 14,108 shares; 2025Q1: 12,934 shares; 2025Q2: 12,054 shares; 2025Q3: 11,126 shares; 2025Q4: 10,357 shares; 2026Q1: 10,349 shares 10,349 $493K 0.01% -8 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 21,979 shares; 2025Q3: 20,565 shares; 2025Q4: 17,340 shares; 2026Q1: 11,748 shares 11,748 $493K 0.01% -5,592 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares; 2025Q4: 1,909 shares; 2026Q1: 1,826 shares 1,826 $490K 0.01% -83 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,231 shares; 2025Q1: 2,231 shares; 2025Q2: 2,506 shares; 2025Q3: 2,669 shares; 2025Q4: 2,716 shares; 2026Q1: 2,379 shares 2,379 $486K 0.01% -337 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,374 shares; 2024Q4: 22,094 shares; 2025Q1: 19,288 shares; 2025Q2: 13,527 shares; 2025Q3: 13,433 shares; 2025Q4: 13,433 shares; 2026Q1: 11,087 shares 11,087 $482K 0.01% -2,346 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,009 shares; 2025Q2: 14,009 shares; 2025Q3: 14,009 shares; 2025Q4: 14,009 shares; 2026Q1: 14,009 shares 14,009 $481K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,916 shares; 2024Q4: 4,482 shares; 2025Q1: 4,626 shares; 2025Q2: 4,520 shares; 2025Q3: 4,557 shares; 2025Q4: 4,557 shares; 2026Q1: 2,794 shares 2,794 $465K 0.01% -1,763 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: 1,323 shares; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,979 shares; 2025Q3: 1,979 shares; 2025Q4: 1,979 shares; 2026Q1: 2,179 shares 2,179 $463K 0.01% +200 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: 3,693 shares; 2024Q4: 3,690 shares; 2025Q1: 3,628 shares; 2025Q2: 3,568 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares; 2026Q1: 3,159 shares 3,159 $448K 0.01% -47 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,918 shares; 2024Q4: 6,944 shares; 2025Q1: 6,647 shares; 2025Q2: 6,531 shares; 2025Q3: 6,560 shares; 2025Q4: 6,110 shares; 2026Q1: 4,994 shares 4,994 $443K 0.01% -1,116 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,523 shares; 2025Q3: 8,523 shares; 2025Q4: 8,523 shares; 2026Q1: 8,523 shares 8,523 $437K <0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 11,901 shares; 2025Q1: 6,613 shares; 2025Q2: 6,952 shares; 2025Q3: 6,408 shares; 2025Q4: 6,144 shares; 2026Q1: 6,144 shares 6,144 $432K <0.01% 0 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: 7,340 shares; 2024Q4: 7,004 shares; 2025Q1: 7,004 shares; 2025Q2: 7,004 shares; 2025Q3: 7,004 shares; 2025Q4: 7,004 shares; 2026Q1: 2,202 shares 2,202 $431K <0.01% -4,802 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: 6,318 shares; 2024Q4: 6,351 shares; 2025Q1: 6,251 shares; 2025Q2: 6,531 shares; 2025Q3: 6,831 shares; 2025Q4: 6,831 shares; 2026Q1: 6,831 shares 6,831 $430K <0.01% 0 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: 2,978 shares; 2024Q4: 2,146 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,159 shares; 2026Q1: 2,009 shares 2,009 $426K <0.01% -150 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: 9,483 shares; 2024Q4: 6,609 shares; 2025Q1: 6,520 shares; 2025Q2: 5,645 shares; 2025Q3: 5,742 shares; 2025Q4: 5,597 shares; 2026Q1: 4,347 shares 4,347 $425K <0.01% -1,250 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 9,061 shares; 2025Q1: 9,061 shares; 2025Q2: 9,061 shares; 2025Q3: 9,686 shares; 2025Q4: 9,061 shares; 2026Q1: 9,061 shares 9,061 $424K <0.01% 0 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 2,818 shares; 2025Q1: 2,822 shares; 2025Q2: 2,826 shares; 2025Q3: 2,830 shares; 2025Q4: 2,832 shares; 2026Q1: 2,834 shares 2,834 $422K <0.01% +2 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,811 shares; 2025Q4: 2,811 shares; 2026Q1: 2,811 shares 2,811 $421K <0.01% 0 Timeline IJS 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: 3,339 shares; 2024Q4: 3,482 shares; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares 3,510 $420K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 861 shares; 2025Q1: 818 shares; 2025Q2: 868 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 1,143 shares 1,143 $410K <0.01% +225 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,707 shares; 2024Q4: 10,616 shares; 2025Q1: 10,516 shares; 2025Q2: 10,516 shares; 2025Q3: 10,516 shares; 2025Q4: 10,516 shares; 2026Q1: 10,778 shares 10,778 $405K <0.01% +262 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,232 shares; 2024Q4: 8,232 shares; 2025Q1: 8,232 shares; 2025Q2: 8,232 shares; 2025Q3: 8,232 shares; 2025Q4: 8,232 shares; 2026Q1: 8,232 shares 8,232 $403K <0.01% 0 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: 15,040 shares; 2024Q4: 12,312 shares; 2025Q1: 2,185 shares; 2025Q2: 2,155 shares; 2025Q3: 2,952 shares; 2025Q4: 3,235 shares; 2026Q1: 3,547 shares 3,547 $400K <0.01% +312 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,237 shares; 2024Q4: 19,622 shares; 2025Q1: 18,050 shares; 2025Q2: 15,695 shares; 2025Q3: 12,838 shares; 2025Q4: 9,554 shares; 2026Q1: 9,852 shares 9,852 $400K <0.01% +298 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares 2,295 $396K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 2,120 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $396K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $395K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 1,181 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 3,559 shares; 2025Q4: 3,559 shares; 2026Q1: 3,559 shares 3,559 $395K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 3,884 shares; 2025Q1: 3,884 shares; 2025Q2: 3,884 shares; 2025Q3: 3,939 shares; 2025Q4: 3,884 shares; 2026Q1: 3,884 shares 3,884 $390K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,860 shares; 2024Q4: 21,762 shares; 2025Q1: 18,377 shares; 2025Q2: 18,177 shares; 2025Q3: 18,337 shares; 2025Q4: 17,704 shares; 2026Q1: 15,724 shares 15,724 $386K <0.01% -1,980 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 862 shares; 2025Q1: 804 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 911 shares; 2026Q1: 883 shares 883 $380K <0.01% -28 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,237 shares; 2024Q4: 14,567 shares; 2025Q1: 16,424 shares; 2025Q2: 16,212 shares; 2025Q3: 16,212 shares; 2025Q4: 16,212 shares; 2026Q1: 16,212 shares 16,212 $379K <0.01% 0 Timeline BANK OF AMER CORP 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: 30 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 30 shares; 2025Q3: 69 shares; 2025Q4: 274 shares; 2026Q1: 319 shares 319 $379K <0.01% +45 OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,885 shares; 2025Q1: 6,885 shares; 2025Q2: 6,885 shares; 2025Q3: 6,885 shares; 2025Q4: 6,885 shares; 2026Q1: 6,885 shares 6,885 $378K <0.01% 0 Timeline VPL 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: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,797 shares; 2025Q3: 3,797 shares; 2025Q4: 3,797 shares; 2026Q1: 3,797 shares 3,797 $377K <0.01% 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: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,716 shares; 2025Q4: 1,709 shares; 2026Q1: 1,685 shares 1,685 $372K <0.01% -24 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: not reported; 2024Q4: 13,158 shares; 2025Q1: 13,158 shares; 2025Q2: 13,158 shares; 2025Q3: 13,158 shares; 2025Q4: 13,158 shares; 2026Q1: 13,158 shares 13,158 $370K <0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 4,540 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares 4,350 $370K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,428 shares; 2024Q4: 6,428 shares; 2025Q1: 6,428 shares; 2025Q2: 6,428 shares; 2025Q3: 6,428 shares; 2025Q4: 5,981 shares; 2026Q1: 5,981 shares 5,981 $367K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,803 shares; 2025Q1: 1,815 shares; 2025Q2: 1,831 shares; 2025Q3: 1,851 shares; 2025Q4: 1,866 shares; 2026Q1: 2,053 shares 2,053 $363K <0.01% +187 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $361K <0.01% 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: 5,766 shares; 2024Q4: 5,766 shares; 2025Q1: 5,766 shares; 2025Q2: 5,528 shares; 2025Q3: 5,528 shares; 2025Q4: 5,383 shares; 2026Q1: 5,383 shares 5,383 $357K <0.01% 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: 4,871 shares; 2024Q4: 5,770 shares; 2025Q1: 5,800 shares; 2025Q2: 6,245 shares; 2025Q3: 6,770 shares; 2025Q4: 6,770 shares; 2026Q1: 5,840 shares 5,840 $357K <0.01% -930 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646,208 shares; 2024Q4: 103,293 shares; 2025Q1: 70,388 shares; 2025Q2: 65,444 shares; 2025Q3: 61,479 shares; 2025Q4: 30,100 shares; 2026Q1: 24,462 shares 24,462 $351K <0.01% -5,638 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,887 shares; 2026Q1: 2,948 shares 2,948 $350K <0.01% +61 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,776 shares; 2024Q4: 24,695 shares; 2025Q1: 21,310 shares; 2025Q2: 20,794 shares; 2025Q3: 20,394 shares; 2025Q4: 19,441 shares; 2026Q1: 18,308 shares 18,308 $347K <0.01% -1,133 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 4,407 shares; 2025Q1: 4,303 shares; 2025Q2: 4,303 shares; 2025Q3: 4,303 shares; 2025Q4: 4,194 shares; 2026Q1: 4,260 shares 4,260 $345K <0.01% +66 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,685 shares; 2024Q4: 145,394 shares; 2025Q1: 149,144 shares; 2025Q2: 152,151 shares; 2025Q3: 208,492 shares; 2025Q4: 215,029 shares; 2026Q1: 4,857 shares 4,857 $341K <0.01% -210,172 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,580 shares; 2024Q4: 90,816 shares; 2025Q1: 184,831 shares; 2025Q2: 189,508 shares; 2025Q3: 192,873 shares; 2025Q4: 192,443 shares; 2026Q1: 5,817 shares 5,817 $338K <0.01% -186,626 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: 754 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 965 shares; 2025Q4: 823 shares; 2026Q1: 842 shares 842 $334K <0.01% +19 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,300 shares; 2025Q2: 3,826 shares; 2025Q3: 3,826 shares; 2025Q4: 3,726 shares; 2026Q1: 3,100 shares 3,100 $334K <0.01% -626 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,038 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares 1,024 $330K <0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,035 shares; 2024Q4: 9,035 shares; 2025Q1: 9,035 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares; 2025Q4: 9,035 shares; 2026Q1: 9,035 shares 9,035 $329K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,590 shares; 2025Q4: 1,584 shares; 2026Q1: 1,584 shares 1,584 $329K <0.01% 0 Timeline