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: not loaded; 2024Q4: 18,168 shares; 2025Q1: 16,644 shares; 2025Q2: 16,575 shares; 2025Q3: 16,717 shares; 2025Q4: 17,419 shares; 2026Q1: 18,262 shares 18,262 $10.5M 7.77% +843 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: not loaded; 2024Q4: 4,239 shares; 2025Q1: 7,515 shares; 2025Q2: 9,057 shares; 2025Q3: 9,708 shares; 2025Q4: 12,375 shares; 2026Q1: 13,439 shares 13,439 $8.78M 6.47% +1,064 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81 shares; 2025Q1: 9,317 shares; 2025Q2: 14,401 shares; 2025Q3: 52,998 shares; 2025Q4: 58,444 shares; 2026Q1: 66,230 shares 66,230 $7.34M 5.41% +7,786 Timeline SCHG 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 loaded; 2024Q4: 27,683 shares; 2025Q1: 96,525 shares; 2025Q2: 152,992 shares; 2025Q3: 167,440 shares; 2025Q4: 229,600 shares; 2026Q1: 246,532 shares 246,532 $7.18M 5.29% +16,932 Timeline IQLT 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 loaded; 2024Q4: 114,216 shares; 2025Q1: 129,368 shares; 2025Q2: 138,431 shares; 2025Q3: 144,946 shares; 2025Q4: 133,228 shares; 2026Q1: 127,750 shares 127,750 $5.91M 4.35% -5,478 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,814 shares; 2026Q1: 29,648 shares 29,648 $4.85M 3.57% +23,834 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,200 shares; 2025Q3: 14,200 shares; 2025Q4: 55,615 shares; 2026Q1: 87,566 shares 87,566 $4.33M 3.19% +31,951 Timeline MGV 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: not loaded; 2024Q4: 1,752 shares; 2025Q1: 16,363 shares; 2025Q2: 24,084 shares; 2025Q3: 26,811 shares; 2025Q4: 29,639 shares; 2026Q1: 29,606 shares 29,606 $4.29M 3.16% -33 Timeline SCHD 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 loaded; 2024Q4: 199,315 shares; 2025Q1: 173,923 shares; 2025Q2: 167,206 shares; 2025Q3: 162,899 shares; 2025Q4: 133,634 shares; 2026Q1: 129,092 shares 129,092 $3.96M 2.92% -4,542 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,034 shares; 2025Q1: 59,824 shares; 2025Q2: 58,047 shares; 2025Q3: 57,147 shares; 2025Q4: 45,147 shares; 2026Q1: 41,904 shares 41,904 $2.81M 2.07% -3,243 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,247 shares; 2025Q1: 13,873 shares; 2025Q2: 15,231 shares; 2025Q3: 15,291 shares; 2025Q4: 16,210 shares; 2026Q1: 15,824 shares 15,824 $2.76M 2.03% -386 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 23,782 shares; 2026Q1: 48,153 shares 48,153 $2.64M 1.95% +24,371 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: not loaded; 2024Q4: 8,286 shares; 2025Q1: 9,962 shares; 2025Q2: 10,627 shares; 2025Q3: 10,790 shares; 2025Q4: 11,155 shares; 2026Q1: 10,740 shares 10,740 $2.24M 1.65% -415 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: not loaded; 2024Q4: 6,865 shares; 2025Q1: 8,204 shares; 2025Q2: 7,086 shares; 2025Q3: 8,087 shares; 2025Q4: 8,565 shares; 2026Q1: 8,244 shares 8,244 $2.09M 1.54% -321 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: not loaded; 2024Q4: 5,552 shares; 2025Q1: 5,610 shares; 2025Q2: 5,789 shares; 2025Q3: 5,863 shares; 2025Q4: 6,207 shares; 2026Q1: 5,602 shares 5,602 $2.07M 1.53% -605 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,625 shares; 2025Q1: 50,773 shares; 2025Q2: 60,234 shares; 2025Q3: 63,776 shares; 2025Q4: 55,535 shares; 2026Q1: 52,534 shares 52,534 $2.07M 1.53% -3,001 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,283 shares; 2025Q1: 13,553 shares; 2025Q2: 14,116 shares; 2025Q3: 14,102 shares; 2025Q4: 15,359 shares; 2026Q1: 15,452 shares 15,452 $1.6M 1.18% +93 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 15,859 shares; 2026Q1: 22,554 shares 22,554 $1.54M 1.13% +6,695 Timeline MTUM 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 loaded; 2024Q4: 4,863 shares; 2025Q1: 4,801 shares; 2025Q2: 4,766 shares; 2025Q3: 4,689 shares; 2025Q4: 4,674 shares; 2026Q1: 4,562 shares 4,562 $1.09M 0.81% -112 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: not loaded; 2024Q4: 4,119 shares; 2025Q1: 4,166 shares; 2025Q2: 3,524 shares; 2025Q3: 3,778 shares; 2025Q4: 4,083 shares; 2026Q1: 3,765 shares 3,765 $1.08M 0.8% -318 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: not loaded; 2024Q4: 27,770 shares; 2025Q1: 19,705 shares; 2025Q2: 18,352 shares; 2025Q3: 18,278 shares; 2025Q4: 17,451 shares; 2026Q1: 16,065 shares 16,065 $1.03M 0.76% -1,386 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,922 shares; 2025Q1: 2,999 shares; 2025Q2: 2,619 shares; 2025Q3: 2,665 shares; 2025Q4: 3,154 shares; 2026Q1: 3,010 shares 3,010 $1.02M 0.75% -144 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,300 shares; 2025Q1: 17,871 shares; 2025Q2: 20,111 shares; 2025Q3: 19,295 shares; 2025Q4: 19,149 shares; 2026Q1: 19,210 shares 19,210 $958K 0.71% +61 Timeline SCHV 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 loaded; 2024Q4: 22,972 shares; 2025Q1: 28,613 shares; 2025Q2: 28,671 shares; 2025Q3: 28,107 shares; 2025Q4: 28,196 shares; 2026Q1: 26,763 shares 26,763 $816K 0.6% -1,433 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,690 shares; 2025Q1: 3,918 shares; 2025Q2: 4,013 shares; 2025Q3: 3,946 shares; 2025Q4: 3,967 shares; 2026Q1: 3,972 shares 3,972 $779K 0.57% +5 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: not loaded; 2024Q4: 1,709 shares; 2025Q1: 1,886 shares; 2025Q2: 1,902 shares; 2025Q3: 1,982 shares; 2025Q4: 2,499 shares; 2026Q1: 2,518 shares 2,518 $722K 0.53% +19 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: not loaded; 2024Q4: 3,202 shares; 2025Q1: 3,121 shares; 2025Q2: 3,093 shares; 2025Q3: 3,078 shares; 2025Q4: 2,996 shares; 2026Q1: 2,886 shares 2,886 $705K 0.52% -110 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: not loaded; 2024Q4: 945 shares; 2025Q1: 1,325 shares; 2025Q2: 1,226 shares; 2025Q3: 1,339 shares; 2025Q4: 1,459 shares; 2026Q1: 1,229 shares 1,229 $703K 0.52% -230 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,968 shares; 2025Q1: 34,934 shares; 2025Q2: 24,969 shares; 2025Q3: 26,782 shares; 2025Q4: 20,508 shares; 2026Q1: 13,902 shares 13,902 $702K 0.52% -6,606 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: not loaded; 2024Q4: 2,036 shares; 2025Q1: 1,613 shares; 2025Q2: 1,656 shares; 2025Q3: 1,645 shares; 2025Q4: 1,623 shares; 2026Q1: 1,566 shares 1,566 $684K 0.5% -57 Timeline BND 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: not loaded; 2024Q4: 4,379 shares; 2025Q1: 6,148 shares; 2025Q2: 9,166 shares; 2025Q3: 9,296 shares; 2025Q4: 9,481 shares; 2026Q1: 8,910 shares 8,910 $656K 0.48% -571 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,405 shares; 2025Q1: 2,285 shares; 2025Q2: 2,084 shares; 2025Q3: 2,150 shares; 2025Q4: 2,174 shares; 2026Q1: 2,017 shares 2,017 $624K 0.46% -157 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: not loaded; 2024Q4: 7,242 shares; 2025Q1: 5,999 shares; 2025Q2: 5,152 shares; 2025Q3: 4,765 shares; 2025Q4: 4,239 shares; 2026Q1: 4,240 shares 4,240 $620K 0.46% +1 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,525 shares; 2025Q1: 16,745 shares; 2025Q2: 16,676 shares; 2025Q3: 17,129 shares; 2025Q4: 17,007 shares; 2026Q1: 16,826 shares 16,826 $613K 0.45% -181 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,786 shares; 2025Q1: 2,724 shares; 2025Q2: 2,145 shares; 2025Q3: 1,846 shares; 2025Q4: 1,775 shares; 2026Q1: 1,538 shares 1,538 $612K 0.45% -237 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 243 shares; 2025Q2: 93 shares; 2025Q3: 2,024 shares; 2025Q4: 2,283 shares; 2026Q1: 2,242 shares 2,242 $606K 0.45% -41 Timeline BIV 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: not loaded; 2024Q4: 9,341 shares; 2025Q1: 9,199 shares; 2025Q2: 8,649 shares; 2025Q3: 8,289 shares; 2025Q4: 7,078 shares; 2026Q1: 7,075 shares 7,075 $546K 0.4% -3 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: not loaded; 2024Q4: 981 shares; 2025Q1: 1,086 shares; 2025Q2: 1,308 shares; 2025Q3: 1,335 shares; 2025Q4: 1,472 shares; 2026Q1: 1,431 shares 1,431 $532K 0.39% -41 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,463 shares; 2025Q1: 5,632 shares; 2025Q2: 4,417 shares; 2025Q3: 4,574 shares; 2025Q4: 4,865 shares; 2026Q1: 4,982 shares 4,982 $529K 0.39% +117 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: not loaded; 2024Q4: 548 shares; 2025Q1: 668 shares; 2025Q2: 639 shares; 2025Q3: 619 shares; 2025Q4: 5,939 shares; 2026Q1: 5,417 shares 5,417 $521K 0.38% -522 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: not loaded; 2024Q4: 2,381 shares; 2025Q1: 2,471 shares; 2025Q2: 2,498 shares; 2025Q3: 2,473 shares; 2025Q4: 2,745 shares; 2026Q1: 2,677 shares 2,677 $516K 0.38% -68 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: not loaded; 2024Q4: 1,533 shares; 2025Q1: 1,192 shares; 2025Q2: 1,221 shares; 2025Q3: 1,480 shares; 2025Q4: 1,310 shares; 2026Q1: 3,385 shares 3,385 $498K 0.37% +2,075 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: not loaded; 2024Q4: 8,166 shares; 2025Q1: 6,637 shares; 2025Q2: 6,783 shares; 2025Q3: 6,501 shares; 2025Q4: 6,526 shares; 2026Q1: 6,464 shares 6,464 $451K 0.33% -62 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: not loaded; 2024Q4: 1,617 shares; 2025Q1: 2,588 shares; 2025Q2: 2,586 shares; 2025Q3: 2,185 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares 2,260 $434K 0.32% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,512 shares; 2025Q1: 4,654 shares; 2025Q2: 4,255 shares; 2025Q3: 3,883 shares; 2025Q4: 3,918 shares; 2026Q1: 3,908 shares 3,908 $416K 0.31% -10 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: not loaded; 2024Q4: 403 shares; 2025Q1: 423 shares; 2025Q2: 598 shares; 2025Q3: 602 shares; 2025Q4: 604 shares; 2026Q1: 625 shares 625 $406K 0.3% +21 Timeline SCHX 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 loaded; 2024Q4: 25,425 shares; 2025Q1: 17,829 shares; 2025Q2: 17,295 shares; 2025Q3: 16,306 shares; 2025Q4: 15,332 shares; 2026Q1: 14,359 shares 14,359 $368K 0.27% -973 Timeline HYMB 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 loaded; 2024Q4: 17,048 shares; 2025Q1: 15,284 shares; 2025Q2: 15,197 shares; 2025Q3: 15,318 shares; 2025Q4: 14,695 shares; 2026Q1: 14,667 shares 14,667 $364K 0.27% -28 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: not loaded; 2024Q4: 6,132 shares; 2025Q1: 4,053 shares; 2025Q2: 4,029 shares; 2025Q3: 4,027 shares; 2025Q4: 3,994 shares; 2026Q1: 3,974 shares 3,974 $360K 0.27% -20 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: not loaded; 2024Q4: 17,781 shares; 2025Q1: 16,810 shares; 2025Q2: 14,659 shares; 2025Q3: 14,883 shares; 2025Q4: 15,103 shares; 2026Q1: 14,726 shares 14,726 $343K 0.25% -377 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: not loaded; 2024Q4: 2,072 shares; 2025Q1: 1,837 shares; 2025Q2: 1,734 shares; 2025Q3: 1,783 shares; 2025Q4: 1,769 shares; 2026Q1: 1,616 shares 1,616 $334K 0.25% -153 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,298 shares; 2025Q1: 3,005 shares; 2025Q2: 2,825 shares; 2025Q3: 2,830 shares; 2025Q4: 2,854 shares; 2026Q1: 2,796 shares 2,796 $334K 0.25% -58 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: not loaded; 2024Q4: 1,814 shares; 2025Q1: 1,646 shares; 2025Q2: 1,541 shares; 2025Q3: 1,442 shares; 2025Q4: 1,123 shares; 2026Q1: 1,070 shares 1,070 $323K 0.24% -53 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,049 shares; 2025Q1: 2,374 shares; 2025Q2: 2,699 shares; 2025Q3: 3,564 shares; 2025Q4: 4,495 shares; 2026Q1: 4,036 shares 4,036 $313K 0.23% -459 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: not loaded; 2024Q4: 414 shares; 2025Q1: 406 shares; 2025Q2: 367 shares; 2025Q3: 360 shares; 2025Q4: 359 shares; 2026Q1: 317 shares 317 $292K 0.21% -42 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: not loaded; 2024Q4: 1,070 shares; 2025Q1: 1,147 shares; 2025Q2: 1,412 shares; 2025Q3: 1,624 shares; 2025Q4: 1,777 shares; 2026Q1: 1,713 shares 1,713 $291K 0.21% -64 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 953 shares; 2025Q1: 716 shares; 2025Q2: 1,951 shares; 2025Q3: 2,020 shares; 2025Q4: 2,701 shares; 2026Q1: 2,799 shares 2,799 $290K 0.21% +98 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: not loaded; 2024Q4: 655 shares; 2025Q1: 749 shares; 2025Q2: 721 shares; 2025Q3: 761 shares; 2025Q4: 1,075 shares; 2026Q1: 976 shares 976 $287K 0.21% -99 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: not loaded; 2024Q4: 5,646 shares; 2025Q1: 5,717 shares; 2025Q2: 5,798 shares; 2025Q3: 5,960 shares; 2025Q4: 6,987 shares; 2026Q1: 5,719 shares 5,719 $279K 0.21% -1,268 Timeline IDEV 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 loaded; 2024Q4: 3,228 shares; 2025Q1: 3,353 shares; 2025Q2: 3,253 shares; 2025Q3: 3,102 shares; 2025Q4: 3,249 shares; 2026Q1: 3,194 shares 3,194 $267K 0.2% -55 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: not loaded; 2024Q4: 1,937 shares; 2025Q1: 1,344 shares; 2025Q2: 970 shares; 2025Q3: 952 shares; 2025Q4: 955 shares; 2026Q1: 925 shares 925 $262K 0.19% -30 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: not loaded; 2024Q4: 370 shares; 2025Q1: 581 shares; 2025Q2: 379 shares; 2025Q3: 712 shares; 2025Q4: 689 shares; 2026Q1: 759 shares 759 $256K 0.19% +70 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: not loaded; 2024Q4: 307 shares; 2025Q1: 292 shares; 2025Q2: 243 shares; 2025Q3: 242 shares; 2025Q4: 247 shares; 2026Q1: 251 shares 251 $250K 0.18% +4 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 435 shares; 2025Q1: 408 shares; 2025Q2: 306 shares; 2025Q3: 302 shares; 2025Q4: 289 shares; 2026Q1: 286 shares 286 $247K 0.18% -3 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: not loaded; 2024Q4: 3,037 shares; 2025Q1: 2,762 shares; 2025Q2: 2,216 shares; 2025Q3: 2,163 shares; 2025Q4: 2,112 shares; 2026Q1: 1,975 shares 1,975 $245K 0.18% -137 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: not loaded; 2024Q4: 8,415 shares; 2025Q1: 5,664 shares; 2025Q2: 5,289 shares; 2025Q3: 5,246 shares; 2025Q4: 4,904 shares; 2026Q1: 4,518 shares 4,518 $244K 0.18% -386 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,756 shares; 2025Q1: 5,024 shares; 2025Q2: 4,933 shares; 2025Q3: 5,122 shares; 2025Q4: 5,191 shares; 2026Q1: 5,026 shares 5,026 $241K 0.18% -165 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 671 shares; 2025Q1: 568 shares; 2025Q2: 521 shares; 2025Q3: 531 shares; 2025Q4: 524 shares; 2026Q1: 486 shares 486 $241K 0.18% -38 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: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 118 shares; 2025Q3: 1,474 shares; 2025Q4: 1,423 shares; 2026Q1: 1,746 shares 1,746 $237K 0.17% +323 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,199 shares 1,199 $236K 0.17% new 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: not loaded; 2024Q4: 817 shares; 2025Q1: 826 shares; 2025Q2: 789 shares; 2025Q3: 783 shares; 2025Q4: 790 shares; 2026Q1: 772 shares 772 $233K 0.17% -18 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: not loaded; 2024Q4: 11,741 shares; 2025Q1: 9,180 shares; 2025Q2: 9,412 shares; 2025Q3: 8,944 shares; 2025Q4: 8,657 shares; 2026Q1: 7,930 shares 7,930 $231K 0.17% -727 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: not loaded; 2024Q4: 1,111 shares; 2025Q1: 1,080 shares; 2025Q2: 1,040 shares; 2025Q3: 1,045 shares; 2025Q4: 1,052 shares; 2026Q1: 1,018 shares 1,018 $221K 0.16% -34 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,507 shares; 2025Q1: 11,767 shares; 2025Q2: 9,297 shares; 2025Q3: 9,282 shares; 2025Q4: 9,312 shares; 2026Q1: 9,053 shares 9,053 $220K 0.16% -259 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 741 shares; 2025Q1: 366 shares; 2025Q2: 273 shares; 2025Q3: 261 shares; 2025Q4: 329 shares; 2026Q1: 240 shares 240 $209K 0.15% -89 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: not loaded; 2024Q4: 1,801 shares; 2025Q1: 1,769 shares; 2025Q2: 1,481 shares; 2025Q3: 1,393 shares; 2025Q4: 1,422 shares; 2026Q1: 1,403 shares 1,403 $208K 0.15% -19 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,615 shares; 2025Q1: 2,398 shares; 2025Q2: 2,310 shares; 2025Q3: 2,314 shares; 2025Q4: 2,514 shares; 2026Q1: 2,473 shares 2,473 $207K 0.15% -41 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: not loaded; 2024Q4: 3,731 shares; 2025Q1: 2,572 shares; 2025Q2: 2,423 shares; 2025Q3: 2,274 shares; 2025Q4: 2,313 shares; 2026Q1: 2,226 shares 2,226 $206K 0.15% -87 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,731 shares; 2025Q1: 4,355 shares; 2025Q2: 3,810 shares; 2025Q3: 3,758 shares; 2025Q4: 3,922 shares; 2026Q1: 4,049 shares 4,049 $203K 0.15% +127 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: not loaded; 2024Q4: 1,732 shares; 2025Q1: 1,369 shares; 2025Q2: 1,319 shares; 2025Q3: 1,507 shares; 2025Q4: 1,260 shares; 2026Q1: 1,187 shares 1,187 $196K 0.14% -73 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: not loaded; 2024Q4: 694 shares; 2025Q1: 729 shares; 2025Q2: 808 shares; 2025Q3: 840 shares; 2025Q4: 885 shares; 2026Q1: 809 shares 809 $196K 0.14% -76 Timeline VWOB 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: not loaded; 2024Q4: 4,149 shares; 2025Q1: 3,539 shares; 2025Q2: 3,048 shares; 2025Q3: 3,036 shares; 2025Q4: 3,035 shares; 2026Q1: 2,963 shares 2,963 $195K 0.14% -72 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 217 shares; 2025Q1: 161 shares; 2025Q2: 181 shares; 2025Q3: 169 shares; 2025Q4: 182 shares; 2026Q1: 144 shares 144 $190K 0.14% -38 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: not loaded; 2024Q4: 492 shares; 2025Q1: 532 shares; 2025Q2: 746 shares; 2025Q3: 1,152 shares; 2025Q4: 1,856 shares; 2026Q1: 1,675 shares 1,675 $190K 0.14% -181 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: not loaded; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,974 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares 1,974 $189K 0.14% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 406 shares; 2025Q1: 458 shares; 2025Q2: 387 shares; 2025Q3: 241 shares; 2025Q4: 740 shares; 2026Q1: 879 shares 879 $186K 0.14% +139 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,211 shares; 2025Q1: 5,211 shares; 2025Q2: 5,211 shares; 2025Q3: 5,211 shares; 2025Q4: 5,211 shares; 2026Q1: 5,211 shares 5,211 $185K 0.14% 0 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: not loaded; 2024Q4: 640 shares; 2025Q1: 552 shares; 2025Q2: 564 shares; 2025Q3: 519 shares; 2025Q4: 503 shares; 2026Q1: 305 shares 305 $184K 0.14% -198 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: not loaded; 2024Q4: 593 shares; 2025Q1: 387 shares; 2025Q2: 354 shares; 2025Q3: 366 shares; 2025Q4: 406 shares; 2026Q1: 368 shares 368 $184K 0.14% -38 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: not loaded; 2024Q4: 3,262 shares; 2025Q1: 2,838 shares; 2025Q2: 2,934 shares; 2025Q3: 3,366 shares; 2025Q4: 3,626 shares; 2026Q1: 3,630 shares 3,630 $182K 0.13% +4 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 482 shares; 2025Q1: 638 shares; 2025Q2: 652 shares; 2025Q3: 766 shares; 2025Q4: 949 shares; 2026Q1: 888 shares 888 $181K 0.13% -61 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: not loaded; 2024Q4: 699 shares; 2025Q1: 650 shares; 2025Q2: 349 shares; 2025Q3: 394 shares; 2025Q4: 411 shares; 2026Q1: 389 shares 389 $179K 0.13% -22 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,233 shares; 2025Q1: 4,742 shares; 2025Q2: 4,534 shares; 2025Q3: 5,379 shares; 2025Q4: 5,001 shares; 2026Q1: 4,286 shares 4,286 $178K 0.13% -715 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: not loaded; 2024Q4: 2,195 shares; 2025Q1: 3,277 shares; 2025Q2: 4,317 shares; 2025Q3: 4,841 shares; 2025Q4: 6,448 shares; 2026Q1: 6,104 shares 6,104 $177K 0.13% -344 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,392 shares; 2025Q1: 4,074 shares; 2025Q2: 3,927 shares; 2025Q3: 4,678 shares; 2025Q4: 4,373 shares; 2026Q1: 3,838 shares 3,838 $175K 0.13% -535 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,412 shares 3,412 $175K 0.13% new 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: not loaded; 2024Q4: 191 shares; 2025Q1: 245 shares; 2025Q2: 235 shares; 2025Q3: 276 shares; 2025Q4: 278 shares; 2026Q1: 242 shares 242 $171K 0.13% -36 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 967 shares; 2025Q1: 890 shares; 2025Q2: 824 shares; 2025Q3: 734 shares; 2025Q4: 731 shares; 2026Q1: 608 shares 608 $171K 0.13% -123 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: not loaded; 2024Q4: 1,705 shares; 2025Q1: 1,184 shares; 2025Q2: 1,123 shares; 2025Q3: 1,108 shares; 2025Q4: 1,490 shares; 2026Q1: 1,396 shares 1,396 $168K 0.12% -94 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: not loaded; 2024Q4: 172 shares; 2025Q1: 221 shares; 2025Q2: 181 shares; 2025Q3: 191 shares; 2025Q4: 643 shares; 2026Q1: 834 shares 834 $165K 0.12% +191 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: not loaded; 2024Q4: 111 shares; 2025Q1: 192 shares; 2025Q2: 205 shares; 2025Q3: 397 shares; 2025Q4: 492 shares; 2026Q1: 343 shares 343 $164K 0.12% -149 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,078 shares; 2025Q1: 2,845 shares; 2025Q2: 2,826 shares; 2025Q3: 3,005 shares; 2025Q4: 2,808 shares; 2026Q1: 1,965 shares 1,965 $163K 0.12% -843 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: not loaded; 2024Q4: 1,398 shares; 2025Q1: 1,196 shares; 2025Q2: 1,015 shares; 2025Q3: 1,036 shares; 2025Q4: 1,111 shares; 2026Q1: 1,015 shares 1,015 $162K 0.12% -96 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,477 shares; 2025Q1: 2,309 shares; 2025Q2: 2,285 shares; 2025Q3: 3,125 shares; 2025Q4: 3,126 shares; 2026Q1: 3,131 shares 3,131 $158K 0.12% +5 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,002 shares; 2025Q1: 728 shares; 2025Q2: 965 shares; 2025Q3: 918 shares; 2025Q4: 932 shares; 2026Q1: 1,282 shares 1,282 $158K 0.12% +350 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: not loaded; 2024Q4: 168 shares; 2025Q1: 914 shares; 2025Q2: 4,025 shares; 2025Q3: 3,445 shares; 2025Q4: 3,062 shares; 2026Q1: 2,251 shares 2,251 $156K 0.11% -811 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,364 shares; 2025Q1: 7,818 shares; 2025Q2: 6,533 shares; 2025Q3: 6,425 shares; 2025Q4: 6,486 shares; 2026Q1: 6,210 shares 6,210 $156K 0.11% -276 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,818 shares; 2025Q1: 6,103 shares; 2025Q2: 5,764 shares; 2025Q3: 5,963 shares; 2025Q4: 6,006 shares; 2026Q1: 5,543 shares 5,543 $147K 0.11% -463 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,119 shares; 2025Q1: 816 shares; 2025Q2: 755 shares; 2025Q3: 722 shares; 2025Q4: 648 shares; 2026Q1: 622 shares 622 $147K 0.11% -26 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: not loaded; 2024Q4: 557 shares; 2025Q1: 510 shares; 2025Q2: 486 shares; 2025Q3: 483 shares; 2025Q4: 481 shares; 2026Q1: 477 shares 477 $143K 0.11% -4 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: not loaded; 2024Q4: 1,078 shares; 2025Q1: 846 shares; 2025Q2: 1,024 shares; 2025Q3: 849 shares; 2025Q4: 953 shares; 2026Q1: 917 shares 917 $142K 0.1% -36 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,818 shares; 2025Q4: 6,153 shares; 2026Q1: 7,294 shares 7,294 $142K 0.1% +1,141 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: not loaded; 2024Q4: 807 shares; 2025Q1: 758 shares; 2025Q2: 719 shares; 2025Q3: 715 shares; 2025Q4: 705 shares; 2026Q1: 653 shares 653 $141K 0.1% -52 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,414 shares; 2025Q1: 5,937 shares; 2025Q2: 5,625 shares; 2025Q3: 5,570 shares; 2025Q4: 5,594 shares; 2026Q1: 5,403 shares 5,403 $140K 0.1% -191 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: not loaded; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 558 shares 558 $138K 0.1% 0 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: not loaded; 2024Q4: 4,341 shares; 2025Q1: 3,904 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares; 2026Q1: 1,764 shares 1,764 $138K 0.1% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 372 shares; 2025Q1: 228 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 421 shares; 2026Q1: 903 shares 903 $138K 0.1% +482 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,560 shares; 2025Q1: 6,069 shares; 2025Q2: 4,629 shares; 2025Q3: 4,767 shares; 2025Q4: 4,632 shares; 2026Q1: 5,581 shares 5,581 $136K 0.1% +949 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,697 shares; 2025Q1: 3,592 shares; 2025Q2: 2,636 shares; 2025Q3: 2,605 shares; 2025Q4: 2,147 shares; 2026Q1: 1,967 shares 1,967 $133K 0.1% -180 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: not loaded; 2024Q4: 1,502 shares; 2025Q1: 1,092 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 472 shares; 2026Q1: 417 shares 417 $131K 0.1% -55 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,311 shares; 2025Q1: 1,183 shares; 2025Q2: 1,376 shares; 2025Q3: 1,413 shares; 2025Q4: 1,406 shares; 2026Q1: 1,342 shares 1,342 $127K 0.09% -64 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,666 shares; 2025Q1: 2,308 shares; 2025Q2: 2,000 shares; 2025Q3: 2,040 shares; 2025Q4: 1,954 shares; 2026Q1: 1,673 shares 1,673 $127K 0.09% -281 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: not loaded; 2024Q4: 2,404 shares; 2025Q1: 2,404 shares; 2025Q2: 1,904 shares; 2025Q3: 1,793 shares; 2025Q4: 1,655 shares; 2026Q1: 1,605 shares 1,605 $127K 0.09% -50 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: not loaded; 2024Q4: 535 shares; 2025Q1: 455 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 818 shares; 2026Q1: 758 shares 758 $125K 0.09% -60 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,580 shares; 2025Q1: 1,234 shares; 2025Q2: 1,137 shares; 2025Q3: 1,174 shares; 2025Q4: 1,118 shares; 2026Q1: 970 shares 970 $123K 0.09% -148 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: not loaded; 2024Q4: 377 shares; 2025Q1: 428 shares; 2025Q2: 396 shares; 2025Q3: 392 shares; 2025Q4: 373 shares; 2026Q1: 372 shares 372 $122K 0.09% -1 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: not loaded; 2024Q4: 1,959 shares; 2025Q1: 1,823 shares; 2025Q2: 1,711 shares; 2025Q3: 1,783 shares; 2025Q4: 1,713 shares; 2026Q1: 1,916 shares 1,916 $120K 0.09% +203 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 282 shares; 2025Q1: 312 shares; 2025Q2: 249 shares; 2025Q3: 235 shares; 2025Q4: 212 shares; 2026Q1: 720 shares 720 $120K 0.09% +508 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 749 shares; 2025Q1: 968 shares; 2025Q2: 923 shares; 2025Q3: 875 shares; 2025Q4: 870 shares; 2026Q1: 841 shares 841 $117K 0.09% -29 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: not loaded; 2024Q4: 391 shares; 2025Q1: 293 shares; 2025Q2: 287 shares; 2025Q3: 286 shares; 2025Q4: 264 shares; 2026Q1: 265 shares 265 $116K 0.09% +1 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: not loaded; 2024Q4: 222 shares; 2025Q1: 278 shares; 2025Q2: 282 shares; 2025Q3: 399 shares; 2025Q4: 584 shares; 2026Q1: 793 shares 793 $115K 0.08% +209 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: not loaded; 2024Q4: 294 shares; 2025Q1: 296 shares; 2025Q2: 293 shares; 2025Q3: 236 shares; 2025Q4: 245 shares; 2026Q1: 252 shares 252 $113K 0.08% +7 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,510 shares; 2025Q1: 1,217 shares; 2025Q2: 1,332 shares; 2025Q3: 1,330 shares; 2025Q4: 1,531 shares; 2026Q1: 1,334 shares 1,334 $112K 0.08% -197 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: not loaded; 2024Q4: 775 shares; 2025Q1: 1,103 shares; 2025Q2: 1,727 shares; 2025Q3: 1,299 shares; 2025Q4: 1,768 shares; 2026Q1: 1,839 shares 1,839 $112K 0.08% +71 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: not loaded; 2024Q4: 477 shares; 2025Q1: 414 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 271 shares; 2026Q1: 255 shares 255 $111K 0.08% -16 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: not loaded; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 185 shares 185 $111K 0.08% -5 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,071 shares; 2026Q1: 2,341 shares 2,341 $110K 0.08% +270 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: not loaded; 2024Q4: 1,208 shares; 2025Q1: 1,139 shares; 2025Q2: 1,112 shares; 2025Q3: 1,614 shares; 2025Q4: 2,055 shares; 2026Q1: 1,663 shares 1,663 $110K 0.08% -392 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51 shares; 2025Q1: 54 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 200 shares; 2026Q1: 823 shares 823 $110K 0.08% +623 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,636 shares; 2025Q1: 921 shares; 2025Q2: 813 shares; 2025Q3: 771 shares; 2025Q4: 491 shares; 2026Q1: 504 shares 504 $109K 0.08% +13 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: not loaded; 2024Q4: 128 shares; 2025Q1: 489 shares; 2025Q2: 940 shares; 2025Q3: 919 shares; 2025Q4: 824 shares; 2026Q1: 917 shares 917 $109K 0.08% +93 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 143 shares; 2025Q4: 133 shares; 2026Q1: 127 shares 127 $107K 0.08% -6 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: not loaded; 2024Q4: 563 shares; 2025Q1: 843 shares; 2025Q2: 868 shares; 2025Q3: 2,025 shares; 2025Q4: 3,292 shares; 2026Q1: 2,425 shares 2,425 $107K 0.08% -867 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,698 shares; 2025Q1: 2,453 shares; 2025Q2: 2,113 shares; 2025Q3: 2,119 shares; 2025Q4: 2,122 shares; 2026Q1: 2,075 shares 2,075 $106K 0.08% -47 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 955 shares; 2025Q1: 798 shares; 2025Q2: 794 shares; 2025Q3: 793 shares; 2025Q4: 1,044 shares; 2026Q1: 811 shares 811 $106K 0.08% -233 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: not loaded; 2024Q4: 685 shares; 2025Q1: 607 shares; 2025Q2: 395 shares; 2025Q3: 362 shares; 2025Q4: 363 shares; 2026Q1: 333 shares 333 $106K 0.08% -30 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: not loaded; 2024Q4: 140 shares; 2025Q1: 257 shares; 2025Q2: 549 shares; 2025Q3: 469 shares; 2025Q4: 737 shares; 2026Q1: 331 shares 331 $106K 0.08% -406 Timeline MSML 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 loaded; 2024Q4: not reported; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares 1,616 $105K 0.08% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 110 shares; 2025Q2: 163 shares; 2025Q3: 167 shares; 2025Q4: 327 shares; 2026Q1: 311 shares 311 $101K 0.07% -16 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 753 shares; 2025Q1: 664 shares; 2025Q2: 587 shares; 2025Q3: 579 shares; 2025Q4: 442 shares; 2026Q1: 296 shares 296 $100K 0.07% -146 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: not loaded; 2024Q4: 574 shares; 2025Q1: 614 shares; 2025Q2: 602 shares; 2025Q3: 601 shares; 2025Q4: 847 shares; 2026Q1: 756 shares 756 $99.8K 0.07% -91 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: not loaded; 2024Q4: 452 shares; 2025Q1: 396 shares; 2025Q2: 469 shares; 2025Q3: 535 shares; 2025Q4: 694 shares; 2026Q1: 474 shares 474 $99.6K 0.07% -220 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: not loaded; 2024Q4: 398 shares; 2025Q1: 354 shares; 2025Q2: 380 shares; 2025Q3: 335 shares; 2025Q4: 379 shares; 2026Q1: 315 shares 315 $97.9K 0.07% -64 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,499 shares; 2025Q1: 9,092 shares; 2025Q2: 7,185 shares; 2025Q3: 7,360 shares; 2025Q4: 7,372 shares; 2026Q1: 7,754 shares 7,754 $97.8K 0.07% +382 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: not loaded; 2024Q4: 425 shares; 2025Q1: 325 shares; 2025Q2: 236 shares; 2025Q3: 260 shares; 2025Q4: 207 shares; 2026Q1: 198 shares 198 $97.3K 0.07% -9 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 31 shares; 2025Q2: not reported; 2025Q3: 2,659 shares; 2025Q4: 2,659 shares; 2026Q1: 2,659 shares 2,659 $96.8K 0.07% 0 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: not loaded; 2024Q4: 67 shares; 2025Q1: 52 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 31 shares; 2026Q1: 28 shares 28 $94.6K 0.07% -3 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,557 shares; 2025Q1: 1,289 shares; 2025Q2: 1,196 shares; 2025Q3: 1,189 shares; 2025Q4: 1,076 shares; 2026Q1: 1,004 shares 1,004 $94.3K 0.07% -72 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 698 shares; 2025Q1: 706 shares; 2025Q2: 698 shares; 2025Q3: 714 shares; 2025Q4: 708 shares; 2026Q1: 698 shares 698 $94K 0.07% -10 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 932 shares; 2025Q1: 776 shares; 2025Q2: 1,069 shares; 2025Q3: 1,114 shares; 2025Q4: 1,052 shares; 2026Q1: 996 shares 996 $93.7K 0.07% -56 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: not loaded; 2024Q4: 302 shares; 2025Q1: 267 shares; 2025Q2: 226 shares; 2025Q3: 158 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $92.8K 0.07% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 483 shares; 2025Q1: 447 shares; 2025Q2: 465 shares; 2025Q3: 461 shares; 2025Q4: 513 shares; 2026Q1: 438 shares 438 $92.5K 0.07% -75 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: not loaded; 2024Q4: 474 shares; 2025Q1: 466 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 475 shares; 2026Q1: 471 shares 471 $91.4K 0.07% -4 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: not loaded; 2024Q4: 236 shares; 2025Q1: 218 shares; 2025Q2: 392 shares; 2025Q3: 426 shares; 2025Q4: 391 shares; 2026Q1: 371 shares 371 $90.6K 0.07% -20 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 570 shares; 2025Q1: 406 shares; 2025Q2: 436 shares; 2025Q3: 480 shares; 2025Q4: 448 shares; 2026Q1: 443 shares 443 $90.4K 0.07% -5 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,016 shares; 2026Q1: 1,159 shares 1,159 $89.8K 0.07% +143 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: not loaded; 2024Q4: 414 shares; 2025Q1: 322 shares; 2025Q2: 335 shares; 2025Q3: 326 shares; 2025Q4: 267 shares; 2026Q1: 206 shares 206 $89.1K 0.07% -61 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: not loaded; 2024Q4: 314 shares; 2025Q1: 206 shares; 2025Q2: 268 shares; 2025Q3: 269 shares; 2025Q4: 340 shares; 2026Q1: 301 shares 301 $87.8K 0.06% -39 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 410 shares; 2025Q1: 447 shares; 2025Q2: 442 shares; 2025Q3: 433 shares; 2025Q4: 738 shares; 2026Q1: 670 shares 670 $87.7K 0.06% -68 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: not loaded; 2024Q4: 1,115 shares; 2025Q1: 825 shares; 2025Q2: 570 shares; 2025Q3: 596 shares; 2025Q4: 380 shares; 2026Q1: 322 shares 322 $87.1K 0.06% -58 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: not loaded; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 1,907 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,907 shares 1,907 $86.7K 0.06% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69 shares; 2025Q1: 77 shares; 2025Q2: 188 shares; 2025Q3: 242 shares; 2025Q4: 491 shares; 2026Q1: 434 shares 434 $86.4K 0.06% -57 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 574 shares; 2025Q1: 770 shares; 2025Q2: 993 shares; 2025Q3: 1,160 shares; 2025Q4: 1,368 shares; 2026Q1: 1,190 shares 1,190 $86.1K 0.06% -178 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 907 shares; 2025Q1: 963 shares; 2025Q2: 1,329 shares; 2025Q3: 1,298 shares; 2025Q4: 1,331 shares; 2026Q1: 1,156 shares 1,156 $84.4K 0.06% -175 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: not loaded; 2024Q4: 110 shares; 2025Q1: 96 shares; 2025Q2: 858 shares; 2025Q3: 1,006 shares; 2025Q4: 1,097 shares; 2026Q1: 907 shares 907 $83.7K 0.06% -190 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,837 shares; 2025Q1: 1,415 shares; 2025Q2: 977 shares; 2025Q3: 855 shares; 2025Q4: 876 shares; 2026Q1: 832 shares 832 $83.5K 0.06% -44 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: not loaded; 2024Q4: 1,248 shares; 2025Q1: 1,268 shares; 2025Q2: 2,529 shares; 2025Q3: 2,417 shares; 2025Q4: 2,801 shares; 2026Q1: 2,865 shares 2,865 $82.3K 0.06% +64 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: not loaded; 2024Q4: 688 shares; 2025Q1: 508 shares; 2025Q2: 511 shares; 2025Q3: 462 shares; 2025Q4: 289 shares; 2026Q1: 296 shares 296 $82.2K 0.06% +7 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,158 shares; 2025Q1: 13,146 shares; 2025Q2: 10,021 shares; 2025Q3: 9,631 shares; 2025Q4: 9,051 shares; 2026Q1: 8,913 shares 8,913 $82.1K 0.06% -138 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 344 shares; 2025Q1: 319 shares; 2025Q2: 335 shares; 2025Q3: 287 shares; 2025Q4: 373 shares; 2026Q1: 406 shares 406 $81.2K 0.06% +33 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 loaded; 2024Q4: 2,407 shares; 2025Q1: 2,125 shares; 2025Q2: 373 shares; 2025Q3: 518 shares; 2025Q4: 563 shares; 2026Q1: 649 shares 649 $79.7K 0.06% +86 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: not loaded; 2024Q4: 993 shares; 2025Q1: 1,363 shares; 2025Q2: 1,861 shares; 2025Q3: 4,052 shares; 2025Q4: 7,074 shares; 2026Q1: 2,824 shares 2,824 $79.3K 0.06% -4,250 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: not loaded; 2024Q4: 295 shares; 2025Q1: 307 shares; 2025Q2: 290 shares; 2025Q3: 286 shares; 2025Q4: 246 shares; 2026Q1: 232 shares 232 $79.3K 0.06% -14 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,394 shares; 2025Q1: 859 shares; 2025Q2: 965 shares; 2025Q3: 910 shares; 2025Q4: 688 shares; 2026Q1: 625 shares 625 $79.1K 0.06% -63 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,525 shares; 2025Q1: 2,066 shares; 2025Q2: 2,159 shares; 2025Q3: 2,127 shares; 2025Q4: 2,041 shares; 2026Q1: 1,844 shares 1,844 $79.1K 0.06% -197 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,023 shares; 2025Q1: 803 shares; 2025Q2: 940 shares; 2025Q3: 945 shares; 2025Q4: 1,049 shares; 2026Q1: 867 shares 867 $78.9K 0.06% -182 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: not loaded; 2024Q4: 580 shares; 2025Q1: 388 shares; 2025Q2: 189 shares; 2025Q3: 191 shares; 2025Q4: 189 shares; 2026Q1: 221 shares 221 $77.8K 0.06% +32 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 264 shares; 2025Q1: 349 shares; 2025Q2: 351 shares; 2025Q3: 365 shares; 2025Q4: 288 shares; 2026Q1: 158 shares 158 $76.6K 0.06% -130 Timeline DWM 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 loaded; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,086 shares 1,086 $75.9K 0.06% -15 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,375 shares; 2025Q3: 3,389 shares; 2025Q4: 3,389 shares; 2026Q1: 3,228 shares 3,228 $75.5K 0.06% -161 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 522 shares; 2025Q1: 551 shares; 2025Q2: 589 shares; 2025Q3: 600 shares; 2025Q4: 563 shares; 2026Q1: 604 shares 604 $75.4K 0.06% +41 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 944 shares; 2025Q1: 898 shares; 2025Q2: 851 shares; 2025Q3: 853 shares; 2025Q4: 919 shares; 2026Q1: 463 shares 463 $75.2K 0.06% -456 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,294 shares; 2026Q1: 1,501 shares 1,501 $75.1K 0.06% -1,793 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: not loaded; 2024Q4: 519 shares; 2025Q1: 656 shares; 2025Q2: 634 shares; 2025Q3: 1,130 shares; 2025Q4: 1,235 shares; 2026Q1: 1,422 shares 1,422 $75.1K 0.06% +187 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: not loaded; 2024Q4: 473 shares; 2025Q1: 486 shares; 2025Q2: 421 shares; 2025Q3: 378 shares; 2025Q4: 415 shares; 2026Q1: 392 shares 392 $74.3K 0.05% -23 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 599 shares; 2025Q1: 867 shares; 2025Q2: 848 shares; 2025Q3: 816 shares; 2025Q4: 780 shares; 2026Q1: 619 shares 619 $73.4K 0.05% -161 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,573 shares; 2025Q1: 1,073 shares; 2025Q2: 1,049 shares; 2025Q3: 1,045 shares; 2025Q4: 954 shares; 2026Q1: 845 shares 845 $73.2K 0.05% -109 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: not loaded; 2024Q4: 172 shares; 2025Q1: 219 shares; 2025Q2: 195 shares; 2025Q3: 331 shares; 2025Q4: 552 shares; 2026Q1: 456 shares 456 $73.1K 0.05% -96 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 184 shares; 2025Q2: 240 shares; 2025Q3: 325 shares; 2025Q4: 552 shares; 2026Q1: 558 shares 558 $72.5K 0.05% +6 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 231 shares; 2026Q1: 320 shares 320 $72.3K 0.05% +89 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 635 shares; 2025Q1: 525 shares; 2025Q2: 751 shares; 2025Q3: 750 shares; 2025Q4: 786 shares; 2026Q1: 706 shares 706 $72.3K 0.05% -80 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: not loaded; 2024Q4: 1,205 shares; 2025Q1: 1,368 shares; 2025Q2: 1,667 shares; 2025Q3: 987 shares; 2025Q4: 987 shares; 2026Q1: 977 shares 977 $71.1K 0.05% -10 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,456 shares; 2025Q1: 1,671 shares; 2025Q2: 1,399 shares; 2025Q3: 1,320 shares; 2025Q4: 1,329 shares; 2026Q1: 1,327 shares 1,327 $70.9K 0.05% -2 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 364 shares; 2025Q1: 502 shares; 2025Q2: 341 shares; 2025Q3: 433 shares; 2025Q4: 317 shares; 2026Q1: 307 shares 307 $70.8K 0.05% -10 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99 shares; 2025Q1: 279 shares; 2025Q2: 575 shares; 2025Q3: 576 shares; 2025Q4: 936 shares; 2026Q1: 645 shares 645 $70.7K 0.05% -291 Timeline MDLN MEDLINE INC More: the full row for MEDLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 899 shares; 2026Q1: 1,585 shares 1,585 $70.5K 0.05% +686 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: not loaded; 2024Q4: 539 shares; 2025Q1: 865 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 885 shares 885 $70.5K 0.05% +15 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: not loaded; 2024Q4: 147 shares; 2025Q1: 109 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 99 shares; 2026Q1: 96 shares 96 $69.9K 0.05% -3 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: not loaded; 2024Q4: 505 shares; 2025Q1: 491 shares; 2025Q2: 410 shares; 2025Q3: 414 shares; 2025Q4: 326 shares; 2026Q1: 320 shares 320 $69.6K 0.05% -6 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: not loaded; 2024Q4: 736 shares; 2025Q1: 601 shares; 2025Q2: 519 shares; 2025Q3: 654 shares; 2025Q4: 607 shares; 2026Q1: 479 shares 479 $69.2K 0.05% -128 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84,610 shares; 2025Q1: 81,905 shares; 2025Q2: 86,146 shares; 2025Q3: 24,573 shares; 2025Q4: 2,934 shares; 2026Q1: 1,467 shares 1,467 $69.2K 0.05% -1,467 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: not loaded; 2024Q4: 568 shares; 2025Q1: 421 shares; 2025Q2: 272 shares; 2025Q3: 236 shares; 2025Q4: 237 shares; 2026Q1: 234 shares 234 $69.1K 0.05% -3 Timeline VYMI 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: not loaded; 2024Q4: 1,521 shares; 2025Q1: 1,381 shares; 2025Q2: 905 shares; 2025Q3: 885 shares; 2025Q4: 814 shares; 2026Q1: 730 shares 730 $68.8K 0.05% -84 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 542 shares; 2025Q2: 962 shares; 2025Q3: 1,060 shares; 2025Q4: 1,119 shares; 2026Q1: 1,152 shares 1,152 $68.4K 0.05% +33 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 551 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 467 shares; 2026Q1: 467 shares 467 $67.9K 0.05% 0 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: not loaded; 2024Q4: 279 shares; 2025Q1: 280 shares; 2025Q2: 282 shares; 2025Q3: 300 shares; 2025Q4: 314 shares; 2026Q1: 315 shares 315 $67.7K 0.05% +1 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: not loaded; 2024Q4: 469 shares; 2025Q1: 331 shares; 2025Q2: 282 shares; 2025Q3: 278 shares; 2025Q4: 218 shares; 2026Q1: 210 shares 210 $67.3K 0.05% -8 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: not loaded; 2024Q4: 78 shares; 2025Q1: 82 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $67.1K 0.05% 0 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: not loaded; 2024Q4: 924 shares; 2025Q1: 862 shares; 2025Q2: 899 shares; 2025Q3: 761 shares; 2025Q4: 444 shares; 2026Q1: 267 shares 267 $66.9K 0.05% -177 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,910 shares; 2025Q1: 2,033 shares; 2025Q2: 1,285 shares; 2025Q3: 1,283 shares; 2025Q4: 1,241 shares; 2026Q1: 1,253 shares 1,253 $66.5K 0.05% +12 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117 shares; 2025Q1: 164 shares; 2025Q2: 338 shares; 2025Q3: 351 shares; 2025Q4: 401 shares; 2026Q1: 394 shares 394 $66.5K 0.05% -7 Timeline EBND 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 loaded; 2024Q4: 5,190 shares; 2025Q1: 3,505 shares; 2025Q2: 3,352 shares; 2025Q3: 3,342 shares; 2025Q4: 3,210 shares; 2026Q1: 3,210 shares 3,210 $66.3K 0.05% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46 shares; 2025Q1: 39 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 30 shares 30 $65.9K 0.05% -2 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: not loaded; 2024Q4: 1,088 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares 899 $65.8K 0.05% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,511 shares; 2025Q1: 1,214 shares; 2025Q2: 1,118 shares; 2025Q3: 1,214 shares; 2025Q4: 1,178 shares; 2026Q1: 993 shares 993 $64.8K 0.05% -185 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 60 shares; 2025Q2: 335 shares; 2025Q3: 365 shares; 2025Q4: 354 shares; 2026Q1: 340 shares 340 $64.3K 0.05% -14 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: not loaded; 2024Q4: 326 shares; 2025Q1: 314 shares; 2025Q2: 301 shares; 2025Q3: 277 shares; 2025Q4: 213 shares; 2026Q1: 211 shares 211 $64.2K 0.05% -2 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: not loaded; 2024Q4: 428 shares; 2025Q1: 459 shares; 2025Q2: 369 shares; 2025Q3: 363 shares; 2025Q4: 519 shares; 2026Q1: 485 shares 485 $64.1K 0.05% -34 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 573 shares; 2025Q1: 618 shares; 2025Q2: 651 shares; 2025Q3: 622 shares; 2025Q4: 967 shares; 2026Q1: 689 shares 689 $64K 0.05% -278 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: not loaded; 2024Q4: 267 shares; 2025Q1: 278 shares; 2025Q2: 254 shares; 2025Q3: 251 shares; 2025Q4: 212 shares; 2026Q1: 210 shares 210 $63.5K 0.05% -2 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,597 shares; 2025Q1: 1,476 shares; 2025Q2: 1,316 shares; 2025Q3: 1,295 shares; 2025Q4: 1,262 shares; 2026Q1: 1,170 shares 1,170 $63.5K 0.05% -92 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 213 shares; 2025Q1: 194 shares; 2025Q2: 256 shares; 2025Q3: 237 shares; 2025Q4: 109 shares; 2026Q1: 107 shares 107 $63.4K 0.05% -2 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: not loaded; 2024Q4: 61 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 27 shares; 2025Q4: 36 shares; 2026Q1: 43 shares 43 $63.3K 0.05% +7 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 176 shares; 2025Q1: 238 shares; 2025Q2: 404 shares; 2025Q3: 525 shares; 2025Q4: 574 shares; 2026Q1: 584 shares 584 $63.2K 0.05% +10 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,980 shares; 2025Q1: 7,400 shares; 2025Q2: 6,193 shares; 2025Q3: 6,024 shares; 2025Q4: 5,583 shares; 2026Q1: 6,245 shares 6,245 $63.1K 0.05% +662 Timeline DGRO 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 loaded; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 1,947 shares; 2025Q4: 1,947 shares; 2026Q1: 895 shares 895 $62.8K 0.05% -1,052 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: 70 shares; 2025Q4: 73 shares; 2026Q1: 86 shares 86 $62.8K 0.05% +13 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 468 shares; 2025Q1: 341 shares; 2025Q2: 329 shares; 2025Q3: 486 shares; 2025Q4: 767 shares; 2026Q1: 631 shares 631 $62.1K 0.05% -136 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: not loaded; 2024Q4: 277 shares; 2025Q1: 262 shares; 2025Q2: 196 shares; 2025Q3: 179 shares; 2025Q4: 188 shares; 2026Q1: 219 shares 219 $61.8K 0.05% +31 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 303 shares; 2025Q1: 280 shares; 2025Q2: 212 shares; 2025Q3: 243 shares; 2025Q4: 365 shares; 2026Q1: 269 shares 269 $61.8K 0.05% -96 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179,200 shares; 2025Q1: 160,657 shares; 2025Q2: 150,573 shares; 2025Q3: 148,478 shares; 2025Q4: 5,916 shares; 2026Q1: 2,580 shares 2,580 $61.1K 0.05% -3,336 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,255 shares; 2025Q1: 6,463 shares; 2025Q2: 5,532 shares; 2025Q3: 5,532 shares; 2025Q4: 5,632 shares; 2026Q1: 6,001 shares 6,001 $61.1K 0.05% +369 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: not loaded; 2024Q4: 377 shares; 2025Q1: 680 shares; 2025Q2: 519 shares; 2025Q3: 427 shares; 2025Q4: 571 shares; 2026Q1: 474 shares 474 $61K 0.04% -97 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: not loaded; 2024Q4: 536 shares; 2025Q1: 418 shares; 2025Q2: 430 shares; 2025Q3: 409 shares; 2025Q4: 451 shares; 2026Q1: 384 shares 384 $60.4K 0.04% -67 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 202 shares; 2025Q1: 120 shares; 2025Q2: 96 shares; 2025Q3: 97 shares; 2025Q4: 59 shares; 2026Q1: 55 shares 55 $60K 0.04% -4 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 695 shares; 2025Q1: 957 shares; 2025Q2: 793 shares; 2025Q3: 909 shares; 2025Q4: 974 shares; 2026Q1: 1,026 shares 1,026 $59.9K 0.04% +52 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: not loaded; 2024Q4: 631 shares; 2025Q1: 589 shares; 2025Q2: 309 shares; 2025Q3: 311 shares; 2025Q4: 312 shares; 2026Q1: 302 shares 302 $59.9K 0.04% -10 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,116 shares; 2025Q1: 956 shares; 2025Q2: 688 shares; 2025Q3: 652 shares; 2025Q4: 611 shares; 2026Q1: 637 shares 637 $59.4K 0.04% +26 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,680 shares; 2025Q1: 3,700 shares; 2025Q2: 3,401 shares; 2025Q3: 3,027 shares; 2025Q4: 3,546 shares; 2026Q1: 4,132 shares 4,132 $59.4K 0.04% +586 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: not loaded; 2024Q4: 158 shares; 2025Q1: 141 shares; 2025Q2: 175 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 287 shares 287 $59.3K 0.04% +126 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: not loaded; 2024Q4: 137 shares; 2025Q1: 178 shares; 2025Q2: 165 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 166 shares 166 $59.1K 0.04% +3 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 loaded; 2024Q4: 380 shares; 2025Q1: 109 shares; 2025Q2: 295 shares; 2025Q3: 291 shares; 2025Q4: 256 shares; 2026Q1: 276 shares 276 $59K 0.04% +20 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 389 shares; 2025Q1: 356 shares; 2025Q2: 449 shares; 2025Q3: 447 shares; 2025Q4: 406 shares; 2026Q1: 403 shares 403 $58.9K 0.04% -3 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 329 shares; 2025Q1: 474 shares; 2025Q2: 467 shares; 2025Q3: 459 shares; 2025Q4: 1,494 shares; 2026Q1: 1,280 shares 1,280 $58.6K 0.04% -214 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 325 shares; 2025Q1: 751 shares; 2025Q2: 395 shares; 2025Q3: 481 shares; 2025Q4: 358 shares; 2026Q1: 397 shares 397 $58K 0.04% +39 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55 shares; 2025Q1: 83 shares; 2025Q2: 330 shares; 2025Q3: 329 shares; 2025Q4: 366 shares; 2026Q1: 390 shares 390 $55.9K 0.04% +24 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: not loaded; 2024Q4: 187 shares; 2025Q1: 237 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 255 shares 255 $55.8K 0.04% +5 Timeline XLP 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: not loaded; 2024Q4: not reported; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $55.3K 0.04% 0 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,445 shares; 2025Q1: 1,648 shares; 2025Q2: 1,626 shares; 2025Q3: 1,607 shares; 2025Q4: 1,598 shares; 2026Q1: 1,594 shares 1,594 $54.9K 0.04% -4 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: not loaded; 2024Q4: 167 shares; 2025Q1: 148 shares; 2025Q2: 173 shares; 2025Q3: 190 shares; 2025Q4: 145 shares; 2026Q1: 129 shares 129 $54.8K 0.04% -16 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,087 shares 1,087 $54.7K 0.04% new 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: not loaded; 2024Q4: 49 shares; 2025Q1: 46 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 59 shares; 2026Q1: 50 shares 50 $54.7K 0.04% -9 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: not loaded; 2024Q4: 1,848 shares; 2025Q1: 1,489 shares; 2025Q2: 982 shares; 2025Q3: 942 shares; 2025Q4: 773 shares; 2026Q1: 641 shares 641 $54.6K 0.04% -132 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: not loaded; 2024Q4: 161 shares; 2025Q1: 122 shares; 2025Q2: 177 shares; 2025Q3: 193 shares; 2025Q4: 163 shares; 2026Q1: 203 shares 203 $54.1K 0.04% +40 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: not loaded; 2024Q4: 95 shares; 2025Q1: 87 shares; 2025Q2: 97 shares; 2025Q3: 92 shares; 2025Q4: 95 shares; 2026Q1: 96 shares 96 $53.9K 0.04% +1 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: not loaded; 2024Q4: 27 shares; 2025Q1: 71 shares; 2025Q2: 109 shares; 2025Q3: 104 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $53.8K 0.04% 0 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: not loaded; 2024Q4: 2,444 shares; 2025Q1: 2,445 shares; 2025Q2: 2,070 shares; 2025Q3: 1,748 shares; 2025Q4: 1,492 shares; 2026Q1: 1,619 shares 1,619 $53.8K 0.04% +127 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,848 shares; 2025Q1: 6,956 shares; 2025Q2: 5,466 shares; 2025Q3: 5,479 shares; 2025Q4: 5,609 shares; 2026Q1: 5,472 shares 5,472 $53.7K 0.04% -137 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 79 shares; 2025Q4: 255 shares; 2026Q1: 271 shares 271 $53.6K 0.04% +16 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares; 2026Q1: 561 shares 561 $53.1K 0.04% +276 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: not loaded; 2024Q4: 1,514 shares; 2025Q1: 1,211 shares; 2025Q2: 454 shares; 2025Q3: 423 shares; 2025Q4: 425 shares; 2026Q1: 448 shares 448 $52.9K 0.04% +23 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: not loaded; 2024Q4: 280 shares; 2025Q1: 201 shares; 2025Q2: 165 shares; 2025Q3: 163 shares; 2025Q4: 276 shares; 2026Q1: 154 shares 154 $52.9K 0.04% -122 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131 shares; 2025Q1: 110 shares; 2025Q2: 102 shares; 2025Q3: 95 shares; 2025Q4: 104 shares; 2026Q1: 98 shares 98 $52.8K 0.04% -6 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: not loaded; 2024Q4: 715 shares; 2025Q1: 667 shares; 2025Q2: 681 shares; 2025Q3: 686 shares; 2025Q4: 649 shares; 2026Q1: 562 shares 562 $52.8K 0.04% -87 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201 shares; 2025Q4: 454 shares; 2026Q1: 472 shares 472 $52.6K 0.04% +18 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 781 shares; 2025Q1: 714 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 466 shares; 2026Q1: 540 shares 540 $52.1K 0.04% +74 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: not loaded; 2024Q4: 53 shares; 2025Q1: 144 shares; 2025Q2: 152 shares; 2025Q3: 408 shares; 2025Q4: 383 shares; 2026Q1: 382 shares 382 $51.7K 0.04% -1 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: not loaded; 2024Q4: 126 shares; 2025Q1: 121 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 94 shares 94 $51.6K 0.04% -2 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: not loaded; 2024Q4: 86 shares; 2025Q1: 188 shares; 2025Q2: 178 shares; 2025Q3: 180 shares; 2025Q4: 148 shares; 2026Q1: 149 shares 149 $51.4K 0.04% +1 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 146 shares; 2025Q2: 519 shares; 2025Q3: 641 shares; 2025Q4: 652 shares; 2026Q1: 586 shares 586 $51.3K 0.04% -66 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $51K 0.04% 0 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: not loaded; 2024Q4: 1,229 shares; 2025Q1: 1,080 shares; 2025Q2: 863 shares; 2025Q3: 584 shares; 2025Q4: 444 shares; 2026Q1: 495 shares 495 $50.8K 0.04% +51 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: not loaded; 2024Q4: 176 shares; 2025Q1: 166 shares; 2025Q2: 174 shares; 2025Q3: 172 shares; 2025Q4: 186 shares; 2026Q1: 175 shares 175 $49.7K 0.04% -11 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: not loaded; 2024Q4: 986 shares; 2025Q1: 742 shares; 2025Q2: 541 shares; 2025Q3: 496 shares; 2025Q4: 328 shares; 2026Q1: 284 shares 284 $49.3K 0.04% -44 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: not loaded; 2024Q4: 310 shares; 2025Q1: 305 shares; 2025Q2: 297 shares; 2025Q3: 299 shares; 2025Q4: 248 shares; 2026Q1: 238 shares 238 $48.4K 0.04% -10 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: 142 shares; 2025Q2: 288 shares; 2025Q3: 365 shares; 2025Q4: 417 shares; 2026Q1: 265 shares 265 $48.3K 0.04% -152 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: not loaded; 2024Q4: 59 shares; 2025Q1: 77 shares; 2025Q2: 86 shares; 2025Q3: 101 shares; 2025Q4: 109 shares; 2026Q1: 102 shares 102 $48.3K 0.04% -7 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,591 shares; 2025Q1: 6,100 shares; 2025Q2: 5,509 shares; 2025Q3: 5,502 shares; 2025Q4: 5,261 shares; 2026Q1: 5,696 shares 5,696 $48.2K 0.04% +435 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 335 shares; 2025Q1: 715 shares; 2025Q2: 626 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 641 shares 641 $47.8K 0.04% +16 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 954 shares; 2025Q1: 624 shares; 2025Q2: 566 shares; 2025Q3: 495 shares; 2025Q4: 525 shares; 2026Q1: 522 shares 522 $47.7K 0.04% -3 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: not loaded; 2024Q4: 1,314 shares; 2025Q1: 1,052 shares; 2025Q2: 1,101 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares 1,039 $47.4K 0.03% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 166 shares; 2025Q1: 253 shares; 2025Q2: 263 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 263 shares 263 $47.3K 0.03% +4 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: not loaded; 2024Q4: 69 shares; 2025Q1: 27 shares; 2025Q2: 108 shares; 2025Q3: 166 shares; 2025Q4: 223 shares; 2026Q1: 193 shares 193 $47.2K 0.03% -30 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 451 shares; 2025Q3: 598 shares; 2025Q4: 732 shares; 2026Q1: 757 shares 757 $46.6K 0.03% +25 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,074 shares; 2025Q1: 2,411 shares; 2025Q2: 2,072 shares; 2025Q3: 2,530 shares; 2025Q4: 2,808 shares; 2026Q1: 3,172 shares 3,172 $46.6K 0.03% +364 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,128 shares; 2025Q1: 2,811 shares; 2025Q2: 2,788 shares; 2025Q3: 2,040 shares; 2025Q4: 4,546 shares; 2026Q1: 7,055 shares 7,055 $46.6K 0.03% +2,509 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 309 shares; 2025Q1: 3,246 shares; 2025Q2: 3,512 shares; 2025Q3: 4,246 shares; 2025Q4: 3,966 shares; 2026Q1: 3,969 shares 3,969 $45.8K 0.03% +3 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 281 shares; 2025Q1: 283 shares; 2025Q2: 309 shares; 2025Q3: 307 shares; 2025Q4: 272 shares; 2026Q1: 158 shares 158 $45.7K 0.03% -114 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: not loaded; 2024Q4: 450 shares; 2025Q1: 484 shares; 2025Q2: 299 shares; 2025Q3: 363 shares; 2025Q4: 297 shares; 2026Q1: 243 shares 243 $45.4K 0.03% -54 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: not loaded; 2024Q4: 149 shares; 2025Q1: 111 shares; 2025Q2: 91 shares; 2025Q3: 97 shares; 2025Q4: 427 shares; 2026Q1: 433 shares 433 $45.3K 0.03% +6 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: not loaded; 2024Q4: 415 shares; 2025Q1: 325 shares; 2025Q2: 312 shares; 2025Q3: 246 shares; 2025Q4: 239 shares; 2026Q1: 237 shares 237 $44.9K 0.03% -2 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,391 shares; 2025Q1: 5,838 shares; 2025Q2: 5,906 shares; 2025Q3: 6,874 shares; 2025Q4: 8,140 shares; 2026Q1: 8,745 shares 8,745 $44.6K 0.03% +605 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: not loaded; 2024Q4: 92 shares; 2025Q1: 60 shares; 2025Q2: 44 shares; 2025Q3: 113 shares; 2025Q4: 139 shares; 2026Q1: 135 shares 135 $44.4K 0.03% -4 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,749 shares; 2025Q4: 1,749 shares; 2026Q1: 1,747 shares 1,747 $44.2K 0.03% -2 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: not loaded; 2024Q4: 716 shares; 2025Q1: 655 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 620 shares; 2026Q1: 609 shares 609 $43.8K 0.03% -11 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: not loaded; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 321 shares; 2026Q1: 322 shares 322 $43.6K 0.03% +1 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,122 shares; 2025Q1: 1,572 shares; 2025Q2: 1,922 shares; 2025Q3: 1,772 shares; 2025Q4: 1,772 shares; 2026Q1: 1,797 shares 1,797 $43.1K 0.03% +25 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 66 shares; 2025Q2: 186 shares; 2025Q3: 123 shares; 2025Q4: 76 shares; 2026Q1: 417 shares 417 $42.6K 0.03% +341 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,352 shares; 2025Q1: 4,693 shares; 2025Q2: 4,162 shares; 2025Q3: 3,805 shares; 2025Q4: 4,400 shares; 2026Q1: 848 shares 848 $42.4K 0.03% -3,552 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 162 shares; 2025Q1: 253 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 1,021 shares; 2026Q1: 910 shares 910 $41.8K 0.03% -111 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 198 shares; 2025Q1: 163 shares; 2025Q2: 217 shares; 2025Q3: 135 shares; 2025Q4: 181 shares; 2026Q1: 164 shares 164 $41.7K 0.03% -17 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,987 shares; 2025Q1: 4,534 shares; 2025Q2: 3,126 shares; 2025Q3: 3,024 shares; 2025Q4: 3,156 shares; 2026Q1: 3,699 shares 3,699 $40.5K 0.03% +543 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 371 shares; 2025Q1: 273 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $40.3K 0.03% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 521 shares; 2025Q1: 355 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 303 shares; 2026Q1: 244 shares 244 $40.3K 0.03% -59 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 474 shares 474 $40.2K 0.03% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,645 shares; 2025Q1: 2,175 shares; 2025Q2: 2,035 shares; 2025Q3: 1,108 shares; 2025Q4: 1,210 shares; 2026Q1: 963 shares 963 $40.2K 0.03% -247 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: not loaded; 2024Q4: 630 shares; 2025Q1: 600 shares; 2025Q2: 515 shares; 2025Q3: 459 shares; 2025Q4: 595 shares; 2026Q1: 520 shares 520 $40.1K 0.03% -75 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 1,973 shares; 2025Q3: 1,496 shares; 2025Q4: 2,015 shares; 2026Q1: 2,350 shares 2,350 $40K 0.03% +335 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 289 shares; 2025Q1: 247 shares; 2025Q2: 564 shares; 2025Q3: 561 shares; 2025Q4: 597 shares; 2026Q1: 546 shares 546 $39.7K 0.03% -51 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,571 shares; 2025Q1: 1,246 shares; 2025Q2: 1,211 shares; 2025Q3: 1,235 shares; 2025Q4: 1,250 shares; 2026Q1: 1,221 shares 1,221 $39.5K 0.03% -29 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 932 shares; 2025Q1: 437 shares; 2025Q2: 120 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 300 shares 300 $39.3K 0.03% +171 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 35 shares; 2025Q2: 36 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $39.1K 0.03% 0 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: not loaded; 2024Q4: 455 shares; 2025Q1: 311 shares; 2025Q2: 242 shares; 2025Q3: 224 shares; 2025Q4: 235 shares; 2026Q1: 200 shares 200 $39.1K 0.03% -35 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 962 shares; 2025Q3: 1,040 shares; 2025Q4: 1,068 shares; 2026Q1: 978 shares 978 $39K 0.03% -90 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,229 shares; 2025Q1: 905 shares; 2025Q2: 912 shares; 2025Q3: 701 shares; 2025Q4: 528 shares; 2026Q1: 472 shares 472 $39K 0.03% -56 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 177 shares; 2025Q3: 112 shares; 2025Q4: 543 shares; 2026Q1: 620 shares 620 $38.9K 0.03% +77 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 364 shares; 2025Q1: 356 shares; 2025Q2: 342 shares; 2025Q3: 463 shares; 2025Q4: 326 shares; 2026Q1: 332 shares 332 $38.9K 0.03% +6 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: not loaded; 2024Q4: 65 shares; 2025Q1: 165 shares; 2025Q2: 152 shares; 2025Q3: 176 shares; 2025Q4: 152 shares; 2026Q1: 157 shares 157 $38.8K 0.03% +5 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 189 shares; 2025Q1: 102 shares; 2025Q2: 212 shares; 2025Q3: 243 shares; 2025Q4: 169 shares; 2026Q1: 175 shares 175 $38.7K 0.03% +6 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: not loaded; 2024Q4: 618 shares; 2025Q1: 572 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 547 shares 547 $38.7K 0.03% -27 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 583 shares; 2025Q4: 594 shares; 2026Q1: 1,037 shares 1,037 $38.6K 0.03% +443 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: not loaded; 2024Q4: 294 shares; 2025Q1: 311 shares; 2025Q2: 289 shares; 2025Q3: 301 shares; 2025Q4: 289 shares; 2026Q1: 360 shares 360 $38.4K 0.03% +71 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: not loaded; 2024Q4: 506 shares; 2025Q1: 894 shares; 2025Q2: 1,755 shares; 2025Q3: 1,896 shares; 2025Q4: 2,153 shares; 2026Q1: 1,999 shares 1,999 $38.4K 0.03% -154 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,310 shares; 2025Q4: 2,179 shares; 2026Q1: 3,914 shares 3,914 $38.3K 0.03% +1,735 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: not loaded; 2024Q4: 73 shares; 2025Q1: 69 shares; 2025Q2: 70 shares; 2025Q3: 51 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $38.2K 0.03% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197 shares; 2025Q1: 205 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 189 shares 189 $38.1K 0.03% -15 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79 shares; 2025Q1: 133 shares; 2025Q2: 184 shares; 2025Q3: 160 shares; 2025Q4: 153 shares; 2026Q1: 163 shares 163 $37.6K 0.03% +10 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 767 shares; 2025Q4: 2,427 shares; 2026Q1: 2,638 shares 2,638 $37.6K 0.03% +211 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 394 shares; 2025Q1: 357 shares; 2025Q2: 195 shares; 2025Q3: 190 shares; 2025Q4: 186 shares; 2026Q1: 181 shares 181 $37.5K 0.03% -5 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: not loaded; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 22 shares; 2025Q3: 29 shares; 2025Q4: 44 shares; 2026Q1: 38 shares 38 $37.2K 0.03% -6 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 844 shares; 2025Q1: 801 shares; 2025Q2: 717 shares; 2025Q3: 721 shares; 2025Q4: 718 shares; 2026Q1: 605 shares 605 $37.1K 0.03% -113 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: not loaded; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $37.1K 0.03% 0 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: not loaded; 2024Q4: 160 shares; 2025Q1: 153 shares; 2025Q2: 119 shares; 2025Q3: 85 shares; 2025Q4: 124 shares; 2026Q1: 150 shares 150 $36.5K 0.03% +26 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: not loaded; 2024Q4: 104 shares; 2025Q1: 140 shares; 2025Q2: 132 shares; 2025Q3: 156 shares; 2025Q4: 207 shares; 2026Q1: 150 shares 150 $36.4K 0.03% -57 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: not loaded; 2024Q4: 911 shares; 2025Q1: 469 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 521 shares 521 $36.2K 0.03% -37 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,212 shares; 2025Q1: 1,438 shares; 2025Q2: 1,449 shares; 2025Q3: 1,782 shares; 2025Q4: 2,187 shares; 2026Q1: 2,793 shares 2,793 $35.9K 0.03% +606 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,829 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,714 shares; 2025Q4: 1,635 shares; 2026Q1: 1,635 shares 1,635 $35.3K 0.03% 0 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: not loaded; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218 $35.3K 0.03% 0 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: not loaded; 2024Q4: 434 shares; 2025Q1: 433 shares; 2025Q2: 425 shares; 2025Q3: 406 shares; 2025Q4: 301 shares; 2026Q1: 297 shares 297 $35.1K 0.03% -4 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,642 shares; 2025Q1: 2,733 shares; 2025Q2: 3,259 shares; 2025Q3: 2,621 shares; 2025Q4: 2,521 shares; 2026Q1: 2,330 shares 2,330 $35.1K 0.03% -191 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 125 shares; 2025Q2: 320 shares; 2025Q3: 333 shares; 2025Q4: 368 shares; 2026Q1: 348 shares 348 $35.1K 0.03% -20 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56 shares; 2025Q1: 228 shares; 2025Q2: 1,033 shares; 2025Q3: 1,010 shares; 2025Q4: 1,031 shares; 2026Q1: 811 shares 811 $34.9K 0.03% -220 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 28 shares; 2025Q4: 145 shares; 2026Q1: 189 shares 189 $34.6K 0.03% +44 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: not loaded; 2024Q4: 1,331 shares; 2025Q1: 842 shares; 2025Q2: 607 shares; 2025Q3: 562 shares; 2025Q4: 606 shares; 2026Q1: 613 shares 613 $34.5K 0.03% +7 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 680 shares; 2025Q1: 541 shares; 2025Q2: 560 shares; 2025Q3: 584 shares; 2025Q4: 529 shares; 2026Q1: 458 shares 458 $34.5K 0.03% -71 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,641 shares; 2025Q1: 3,661 shares; 2025Q2: 2,860 shares; 2025Q3: 2,624 shares; 2025Q4: 2,422 shares; 2026Q1: 2,543 shares 2,543 $34.2K 0.03% +121 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: not loaded; 2024Q4: 480 shares; 2025Q1: 310 shares; 2025Q2: 253 shares; 2025Q3: 264 shares; 2025Q4: 326 shares; 2026Q1: 279 shares 279 $33.8K 0.02% -47 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: 829 shares; 2025Q2: 1,702 shares; 2025Q3: 1,949 shares; 2025Q4: 1,818 shares; 2026Q1: 1,793 shares 1,793 $33.8K 0.02% -25 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,162 shares; 2025Q1: 5,162 shares; 2025Q2: 5,162 shares; 2025Q3: 5,162 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares 1,609 $33.6K 0.02% 0 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: not loaded; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $33.2K 0.02% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 770 shares; 2025Q1: 866 shares; 2025Q2: 1,845 shares; 2025Q3: 1,843 shares; 2025Q4: 1,728 shares; 2026Q1: 1,805 shares 1,805 $33.2K 0.02% +77 Timeline IVOV 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: not loaded; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $33.1K 0.02% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333 shares; 2025Q4: 317 shares; 2026Q1: 612 shares 612 $33.1K 0.02% +295 Timeline EMB 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 loaded; 2024Q4: 678 shares; 2025Q1: 450 shares; 2025Q2: 426 shares; 2025Q3: 377 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $32.9K 0.02% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210 shares; 2025Q1: 673 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 762 shares; 2026Q1: 837 shares 837 $32.8K 0.02% +75 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 214 shares; 2025Q2: 1,831 shares; 2025Q3: 2,074 shares; 2025Q4: 2,252 shares; 2026Q1: 1,445 shares 1,445 $32.8K 0.02% -807 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 408 shares; 2025Q2: 403 shares; 2025Q3: 335 shares; 2025Q4: 330 shares; 2026Q1: 191 shares 191 $32.7K 0.02% -139 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 loaded; 2024Q4: 10 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $32.7K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,021 shares; 2025Q1: 835 shares; 2025Q2: 998 shares; 2025Q3: 893 shares; 2025Q4: 1,211 shares; 2026Q1: 872 shares 872 $32.5K 0.02% -339 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55 shares; 2025Q1: 99 shares; 2025Q2: 186 shares; 2025Q3: 218 shares; 2025Q4: 127 shares; 2026Q1: 102 shares 102 $32.1K 0.02% -25 Timeline IVOG 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: not loaded; 2024Q4: not reported; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $32K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,138 shares; 2025Q1: 758 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 633 shares; 2026Q1: 634 shares 634 $32K 0.02% +1 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: not loaded; 2024Q4: 9,671 shares; 2025Q1: 8,785 shares; 2025Q2: 9,079 shares; 2025Q3: 1,506 shares; 2025Q4: 1,340 shares; 2026Q1: 122 shares 122 $32K 0.02% -1,218 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179 shares; 2025Q1: 111 shares; 2025Q2: 138 shares; 2025Q3: 88 shares; 2025Q4: 85 shares; 2026Q1: 98 shares 98 $31.9K 0.02% +13 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: not loaded; 2024Q4: 1,340 shares; 2025Q1: 757 shares; 2025Q2: 694 shares; 2025Q3: 620 shares; 2025Q4: 290 shares; 2026Q1: 331 shares 331 $31.9K 0.02% +41 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 546 shares; 2026Q1: 934 shares 934 $31.7K 0.02% +388 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 232 shares; 2025Q1: 321 shares; 2025Q2: 353 shares; 2025Q3: 345 shares; 2025Q4: 356 shares; 2026Q1: 379 shares 379 $31.7K 0.02% +23 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,861 shares; 2026Q1: 1,899 shares 1,899 $31.5K 0.02% +38 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: not loaded; 2024Q4: 180 shares; 2025Q1: 210 shares; 2025Q2: 206 shares; 2025Q3: 218 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $31.5K 0.02% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111 shares; 2025Q1: 102 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 108 shares; 2026Q1: 96 shares 96 $31.4K 0.02% -12 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 loaded; 2024Q4: 109 shares; 2025Q1: 102 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 82 shares; 2026Q1: 63 shares 63 $31.1K 0.02% -19 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: not loaded; 2024Q4: 299 shares; 2025Q1: 249 shares; 2025Q2: 273 shares; 2025Q3: 274 shares; 2025Q4: 206 shares; 2026Q1: 73 shares 73 $31.1K 0.02% -133 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 97 shares; 2025Q1: 95 shares; 2025Q2: 96 shares; 2025Q3: 78 shares; 2025Q4: 122 shares; 2026Q1: 114 shares 114 $31K 0.02% -8 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 118 shares; 2025Q2: 122 shares; 2025Q3: 245 shares; 2025Q4: 270 shares; 2026Q1: 274 shares 274 $30.9K 0.02% +4 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 178 shares; 2025Q1: 136 shares; 2025Q2: 216 shares; 2025Q3: 205 shares; 2025Q4: 219 shares; 2026Q1: 225 shares 225 $30.9K 0.02% +6 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: not loaded; 2024Q4: 648 shares; 2025Q1: 280 shares; 2025Q2: 301 shares; 2025Q3: 321 shares; 2025Q4: 295 shares; 2026Q1: 268 shares 268 $30.8K 0.02% -27 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: not loaded; 2024Q4: 118 shares; 2025Q1: 112 shares; 2025Q2: 116 shares; 2025Q3: 110 shares; 2025Q4: 108 shares; 2026Q1: 107 shares 107 $30.7K 0.02% -1 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 245 shares; 2025Q1: 243 shares; 2025Q2: 138 shares; 2025Q3: 136 shares; 2025Q4: 185 shares; 2026Q1: 181 shares 181 $30.6K 0.02% -4 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: not loaded; 2024Q4: 248 shares; 2025Q1: 249 shares; 2025Q2: 310 shares; 2025Q3: 313 shares; 2025Q4: 167 shares; 2026Q1: 156 shares 156 $30.6K 0.02% -11 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 320 shares 320 $30.5K 0.02% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 317 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 409 shares; 2026Q1: 374 shares 374 $30.4K 0.02% -35 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: not loaded; 2024Q4: 730 shares; 2025Q1: 486 shares; 2025Q2: 500 shares; 2025Q3: 438 shares; 2025Q4: 360 shares; 2026Q1: 357 shares 357 $30.2K 0.02% -3 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 241 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 900 shares; 2026Q1: 822 shares 822 $29.9K 0.02% -78 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 484 shares; 2025Q1: 1,081 shares; 2025Q2: 941 shares; 2025Q3: 1,151 shares; 2025Q4: 1,122 shares; 2026Q1: 1,343 shares 1,343 $29.7K 0.02% +221 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,429 shares; 2025Q1: 10,481 shares; 2025Q2: 7,261 shares; 2025Q3: 7,288 shares; 2025Q4: 7,673 shares; 2026Q1: 6,709 shares 6,709 $29.5K 0.02% -964 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: not loaded; 2024Q4: 268 shares; 2025Q1: 277 shares; 2025Q2: 407 shares; 2025Q3: 467 shares; 2025Q4: 397 shares; 2026Q1: 406 shares 406 $29.2K 0.02% +9 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: not loaded; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 110 shares; 2025Q4: 219 shares; 2026Q1: 219 shares 219 $29.1K 0.02% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 37 shares; 2025Q2: 72 shares; 2025Q3: 79 shares; 2025Q4: 118 shares; 2026Q1: 106 shares 106 $29K 0.02% -12 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 95 shares; 2025Q2: 369 shares; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 682 shares 682 $28.9K 0.02% +30 Timeline KIE 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 loaded; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 525 shares 525 $28.9K 0.02% -375 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,584 shares; 2025Q1: 2,588 shares; 2025Q2: 2,545 shares; 2025Q3: 2,417 shares; 2025Q4: 2,248 shares; 2026Q1: 1,344 shares 1,344 $28.4K 0.02% -904 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,795 shares; 2025Q1: 2,477 shares; 2025Q2: 2,456 shares; 2025Q3: 2,189 shares; 2025Q4: 1,845 shares; 2026Q1: 1,545 shares 1,545 $28.3K 0.02% -300 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $28K 0.02% 0 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: not loaded; 2024Q4: 5 shares; 2025Q1: 121 shares; 2025Q2: 227 shares; 2025Q3: 151 shares; 2025Q4: 174 shares; 2026Q1: 135 shares 135 $27.9K 0.02% -39 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,549 shares; 2025Q1: 1,811 shares; 2025Q2: 3,461 shares; 2025Q3: 3,317 shares; 2025Q4: 3,485 shares; 2026Q1: 3,189 shares 3,189 $27.8K 0.02% -296 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 551 shares; 2026Q1: 488 shares 488 $27.8K 0.02% -63 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: not loaded; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 75 shares; 2025Q4: 85 shares; 2026Q1: 86 shares 86 $27.6K 0.02% +1 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 275 shares; 2025Q1: 267 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 324 shares; 2026Q1: 285 shares 285 $27.6K 0.02% -39 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $27.5K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 351 shares; 2025Q1: 210 shares; 2025Q2: 393 shares; 2025Q3: 433 shares; 2025Q4: 350 shares; 2026Q1: 293 shares 293 $27.2K 0.02% -57 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 831 shares; 2025Q1: 1,061 shares; 2025Q2: 821 shares; 2025Q3: 911 shares; 2025Q4: 1,153 shares; 2026Q1: 1,533 shares 1,533 $27K 0.02% +380 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 152 shares; 2025Q1: 189 shares; 2025Q2: 532 shares; 2025Q3: 557 shares; 2025Q4: 553 shares; 2026Q1: 512 shares 512 $27K 0.02% -41 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: not loaded; 2024Q4: 168 shares; 2025Q1: 99 shares; 2025Q2: 93 shares; 2025Q3: 80 shares; 2025Q4: 142 shares; 2026Q1: 164 shares 164 $26.6K 0.02% +22 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: not loaded; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $26.5K 0.02% 0 Timeline CSM 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: not loaded; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352 $26.3K 0.02% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31 shares 31 $26.3K 0.02% new Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,163 shares; 2025Q1: 1,573 shares; 2025Q2: 1,551 shares; 2025Q3: 1,861 shares; 2025Q4: 2,210 shares; 2026Q1: 2,155 shares 2,155 $26K 0.02% -55 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 329 shares; 2025Q1: 236 shares; 2025Q2: 334 shares; 2025Q3: 543 shares; 2025Q4: 1,078 shares; 2026Q1: 503 shares 503 $25.8K 0.02% -575 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89 shares; 2025Q1: 246 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 395 shares; 2026Q1: 775 shares 775 $25.8K 0.02% +380 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: not loaded; 2024Q4: 96 shares; 2025Q1: 92 shares; 2025Q2: 130 shares; 2025Q3: 140 shares; 2025Q4: 142 shares; 2026Q1: 120 shares 120 $25.7K 0.02% -22 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 241 shares; 2025Q1: 458 shares; 2025Q2: 393 shares; 2025Q3: 442 shares; 2025Q4: 297 shares; 2026Q1: 279 shares 279 $25.7K 0.02% -18 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 7 shares; 2025Q3: 8 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $25.5K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 378 shares; 2025Q1: 319 shares; 2025Q2: 378 shares; 2025Q3: 379 shares; 2025Q4: 348 shares; 2026Q1: 219 shares 219 $25.4K 0.02% -129 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: not loaded; 2024Q4: 164 shares; 2025Q1: 158 shares; 2025Q2: 74 shares; 2025Q3: 95 shares; 2025Q4: 156 shares; 2026Q1: 161 shares 161 $25.3K 0.02% +5 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: not loaded; 2024Q4: 10 shares; 2025Q1: 9 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 12 shares; 2026Q1: 6 shares 6 $25.3K 0.02% -6 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 946 shares; 2025Q1: 1,206 shares; 2025Q2: 1,097 shares; 2025Q3: 1,180 shares; 2025Q4: 1,179 shares; 2026Q1: 1,380 shares 1,380 $25K 0.02% +201 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 44 shares; 2025Q4: 42 shares; 2026Q1: 39 shares 39 $25K 0.02% -3 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 447 shares; 2025Q4: 451 shares; 2026Q1: 438 shares 438 $24.8K 0.02% -13 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,990 shares; 2025Q1: 7,911 shares; 2025Q2: 6,151 shares; 2025Q3: 5,869 shares; 2025Q4: 6,317 shares; 2026Q1: 5,079 shares 5,079 $24.7K 0.02% -1,238 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,547 shares; 2025Q3: 2,704 shares; 2025Q4: 3,436 shares; 2026Q1: 3,049 shares 3,049 $24.5K 0.02% -387 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 144 shares; 2025Q1: 228 shares; 2025Q2: 288 shares; 2025Q3: 259 shares; 2025Q4: 549 shares; 2026Q1: 498 shares 498 $24.4K 0.02% -51 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: not loaded; 2024Q4: 208 shares; 2025Q1: 282 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $24.1K 0.02% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 173 shares; 2025Q2: 278 shares; 2025Q3: 101 shares; 2025Q4: 107 shares; 2026Q1: 101 shares 101 $24.1K 0.02% -6 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 709 shares; 2025Q1: 407 shares; 2025Q2: 352 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 361 shares 361 $24K 0.02% +1 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 628 shares; 2025Q3: 665 shares; 2025Q4: 623 shares; 2026Q1: 755 shares 755 $24K 0.02% +132 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 20 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $23.7K 0.02% 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: not loaded; 2024Q4: 1,555 shares; 2025Q1: 999 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 302 shares; 2026Q1: 332 shares 332 $23.7K 0.02% +30 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 251 shares; 2025Q2: 703 shares; 2025Q3: 766 shares; 2025Q4: 623 shares; 2026Q1: 627 shares 627 $23.7K 0.02% +4 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 389 shares; 2025Q1: 298 shares; 2025Q2: 370 shares; 2025Q3: 443 shares; 2025Q4: 1,640 shares; 2026Q1: 1,439 shares 1,439 $23.6K 0.02% -201 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: not loaded; 2024Q4: 30 shares; 2025Q1: 108 shares; 2025Q2: 134 shares; 2025Q3: 146 shares; 2025Q4: 152 shares; 2026Q1: 144 shares 144 $23.6K 0.02% -8 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: not loaded; 2024Q4: 91 shares; 2025Q1: 69 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 57 shares; 2026Q1: 53 shares 53 $23.6K 0.02% -4 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: not loaded; 2024Q4: 149 shares; 2025Q1: 131 shares; 2025Q2: 115 shares; 2025Q3: 101 shares; 2025Q4: 757 shares; 2026Q1: 565 shares 565 $23.5K 0.02% -192 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 loaded; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $23.3K 0.02% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 320 shares; 2025Q2: 1,020 shares; 2025Q3: 1,165 shares; 2025Q4: 1,153 shares; 2026Q1: 1,059 shares 1,059 $23.1K 0.02% -94 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: not loaded; 2024Q4: 135 shares; 2025Q1: 380 shares; 2025Q2: 269 shares; 2025Q3: 77 shares; 2025Q4: 241 shares; 2026Q1: 218 shares 218 $23.1K 0.02% -23 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,717 shares; 2026Q1: 1,835 shares 1,835 $23K 0.02% +118 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,306 shares; 2025Q1: 2,364 shares; 2025Q2: 1,885 shares; 2025Q3: 1,890 shares; 2025Q4: 1,770 shares; 2026Q1: 2,257 shares 2,257 $23K 0.02% +487 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 149 shares; 2025Q1: 53 shares; 2025Q2: 107 shares; 2025Q3: 95 shares; 2025Q4: 36 shares; 2026Q1: 31 shares 31 $22.9K 0.02% -5 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,970 shares; 2025Q1: 1,451 shares; 2025Q2: 1,141 shares; 2025Q3: 1,385 shares; 2025Q4: 485 shares; 2026Q1: 440 shares 440 $22.9K 0.02% -45 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: not loaded; 2024Q4: 71 shares; 2025Q1: 199 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 254 shares; 2026Q1: 168 shares 168 $22.9K 0.02% -86 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 563 shares; 2025Q1: 1,104 shares; 2025Q2: 1,111 shares; 2025Q3: 1,113 shares; 2025Q4: 971 shares; 2026Q1: 846 shares 846 $22.8K 0.02% -125 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,408 shares 1,408 $22.6K 0.02% new Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248 shares; 2025Q3: 477 shares; 2025Q4: 779 shares; 2026Q1: 710 shares 710 $22.6K 0.02% -69 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 484 shares; 2025Q1: 485 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $22.5K 0.02% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,653 shares; 2025Q1: 90 shares; 2025Q2: 91 shares; 2025Q3: 93 shares; 2025Q4: 960 shares; 2026Q1: 4,019 shares 4,019 $22.3K 0.02% +3,059 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: not loaded; 2024Q4: 170 shares; 2025Q1: 200 shares; 2025Q2: 186 shares; 2025Q3: 213 shares; 2025Q4: 194 shares; 2026Q1: 164 shares 164 $22.2K 0.02% -30 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: not loaded; 2024Q4: 91 shares; 2025Q1: 346 shares; 2025Q2: 340 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $22.2K 0.02% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 815 shares; 2025Q1: 471 shares; 2025Q2: 439 shares; 2025Q3: 408 shares; 2025Q4: 430 shares; 2026Q1: 378 shares 378 $22.1K 0.02% -52 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,119 shares; 2025Q1: 1,960 shares; 2025Q2: 1,603 shares; 2025Q3: 1,498 shares; 2025Q4: 1,408 shares; 2026Q1: 1,781 shares 1,781 $21.9K 0.02% +373 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 40 shares; 2026Q1: 61 shares 61 $21.8K 0.02% +21 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,549 shares; 2025Q2: 1,783 shares; 2025Q3: 1,609 shares; 2025Q4: 1,550 shares; 2026Q1: 1,622 shares 1,622 $21.8K 0.02% +72 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 152 shares; 2025Q1: 314 shares; 2025Q2: 575 shares; 2025Q3: 484 shares; 2025Q4: 332 shares; 2026Q1: 144 shares 144 $21.6K 0.02% -188 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,655 shares; 2025Q1: 4,577 shares; 2025Q2: 3,734 shares; 2025Q3: 3,756 shares; 2025Q4: 3,910 shares; 2026Q1: 2,871 shares 2,871 $21.6K 0.02% -1,039 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 225 shares; 2025Q2: 1,417 shares; 2025Q3: 1,434 shares; 2025Q4: 1,439 shares; 2026Q1: 953 shares 953 $21.4K 0.02% -486 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 1,814 shares; 2025Q4: 3,694 shares; 2026Q1: 5,679 shares 5,679 $21.4K 0.02% +1,985 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 740 shares; 2025Q1: 1,646 shares; 2025Q2: 867 shares; 2025Q3: 1,329 shares; 2025Q4: 1,327 shares; 2026Q1: 1,503 shares 1,503 $21.2K 0.02% +176 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 808 shares; 2025Q4: 806 shares; 2026Q1: 951 shares 951 $21.1K 0.02% +145 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 773 shares; 2025Q1: 2,189 shares; 2025Q2: 2,099 shares; 2025Q3: 2,009 shares; 2025Q4: 1,793 shares; 2026Q1: 2,058 shares 2,058 $21K 0.02% +265 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,137 shares; 2025Q1: 1,048 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 796 shares 796 $20.9K 0.02% -84 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 824 shares; 2025Q1: 528 shares; 2025Q2: not reported; 2025Q3: 268 shares; 2025Q4: 504 shares; 2026Q1: 589 shares 589 $20.9K 0.02% +85 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 219 shares; 2025Q2: 248 shares; 2025Q3: 287 shares; 2025Q4: 330 shares; 2026Q1: 362 shares 362 $20.9K 0.02% +32 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 562 shares; 2025Q1: 432 shares; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 313 shares; 2026Q1: 424 shares 424 $20.8K 0.02% +111 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,098 shares; 2025Q1: 2,644 shares; 2025Q2: 1,703 shares; 2025Q3: 1,721 shares; 2025Q4: 1,893 shares; 2026Q1: 2,019 shares 2,019 $20.8K 0.02% +126 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36 shares; 2025Q1: 5 shares; 2025Q2: 48 shares; 2025Q3: 128 shares; 2025Q4: 191 shares; 2026Q1: 197 shares 197 $20.7K 0.02% +6 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: not loaded; 2024Q4: 104 shares; 2025Q1: 311 shares; 2025Q2: 362 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 325 shares 325 $20.7K 0.02% -3 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137 shares; 2025Q3: 140 shares; 2025Q4: 228 shares; 2026Q1: 218 shares 218 $20.7K 0.02% -10 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 67 shares; 2025Q2: 6 shares; 2025Q3: 64 shares; 2025Q4: 74 shares; 2026Q1: 298 shares 298 $20.6K 0.02% +224 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: not loaded; 2024Q4: 23 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $20.6K 0.02% 0 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 352 shares; 2026Q1: 325 shares 325 $20.5K 0.02% -27 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: not loaded; 2024Q4: 371 shares; 2025Q1: 1,035 shares; 2025Q2: 1,156 shares; 2025Q3: 757 shares; 2025Q4: 662 shares; 2026Q1: 859 shares 859 $20.5K 0.02% +197 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,099 shares; 2025Q1: 2,628 shares; 2025Q2: 3,030 shares; 2025Q3: 3,284 shares; 2025Q4: 4,192 shares; 2026Q1: 5,634 shares 5,634 $20.5K 0.02% +1,442 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 137 shares; 2025Q1: 125 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 179 shares; 2026Q1: 113 shares 113 $20.4K 0.02% -66 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: not loaded; 2024Q4: 147 shares; 2025Q1: 96 shares; 2025Q2: 83 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $20.4K 0.02% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99 shares; 2025Q1: 248 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 169 shares; 2026Q1: 173 shares 173 $20.3K 0.01% +4 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130 shares; 2025Q1: 163 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $20.2K 0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 830 shares; 2025Q4: 941 shares; 2026Q1: 825 shares 825 $20.1K 0.01% -116 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,324 shares; 2025Q1: 2,744 shares; 2025Q2: 1,803 shares; 2025Q3: 1,739 shares; 2025Q4: 1,736 shares; 2026Q1: 1,717 shares 1,717 $20K 0.01% -19 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,160 shares; 2025Q1: 715 shares; 2025Q2: 404 shares; 2025Q3: 327 shares; 2025Q4: 307 shares; 2026Q1: 254 shares 254 $20K 0.01% -53 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156 shares; 2025Q1: 174 shares; 2025Q2: 194 shares; 2025Q3: 235 shares; 2025Q4: 240 shares; 2026Q1: 205 shares 205 $19.8K 0.01% -35 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: not loaded; 2024Q4: not reported; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $19.8K 0.01% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 60 shares; 2025Q2: 244 shares; 2025Q3: 247 shares; 2025Q4: 201 shares; 2026Q1: 206 shares 206 $19.6K 0.01% +5 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: 54 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 58 shares; 2026Q1: 99 shares 99 $19.6K 0.01% +41 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 419 shares; 2025Q1: 2,418 shares; 2025Q2: 1,129 shares; 2025Q3: 1,199 shares; 2025Q4: 699 shares; 2026Q1: 702 shares 702 $19.3K 0.01% +3 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 99 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 114 shares; 2026Q1: 97 shares 97 $19.2K 0.01% -17 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,012 shares; 2025Q1: 784 shares; 2025Q2: 702 shares; 2025Q3: 659 shares; 2025Q4: 640 shares; 2026Q1: 405 shares 405 $19K 0.01% -235 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 599 shares; 2025Q4: 1,016 shares; 2026Q1: 1,859 shares 1,859 $19K 0.01% +843 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 972 shares; 2025Q1: 594 shares; 2025Q2: 376 shares; 2025Q3: 385 shares; 2025Q4: 583 shares; 2026Q1: 1,682 shares 1,682 $19K 0.01% +1,099 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 179 shares 179 $19K 0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,400 shares; 2025Q1: 1,076 shares; 2025Q2: 1,072 shares; 2025Q3: 1,068 shares; 2025Q4: 957 shares; 2026Q1: 721 shares 721 $18.8K 0.01% -236 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 185 shares; 2025Q1: 202 shares; 2025Q2: 184 shares; 2025Q3: 166 shares; 2025Q4: 108 shares; 2026Q1: 45 shares 45 $18.8K 0.01% -63 Timeline