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: not loaded; 2025Q1: 274,716 shares; 2025Q2: 281,433 shares; 2025Q3: 390,054 shares; 2025Q4: 475,585 shares; 2026Q1: 423,743 shares 423,743 $277M 17.84% -51,842 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,204,677 shares; 2025Q2: 968,256 shares; 2025Q3: 956,895 shares; 2025Q4: 948,572 shares; 2026Q1: 947,543 shares 947,543 $138M 8.9% -1,029 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: not loaded; 2025Q1: 355,898 shares; 2025Q2: 356,258 shares; 2025Q3: 324,218 shares; 2025Q4: 320,146 shares; 2026Q1: 313,698 shares 313,698 $101M 6.49% -6,448 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 490,942 shares; 2025Q2: 560,320 shares; 2025Q3: 573,775 shares; 2025Q4: 720,101 shares; 2026Q1: 697,954 shares 697,954 $69.3M 4.47% -22,147 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 504,050 shares; 2025Q2: 496,003 shares; 2025Q3: 475,310 shares; 2025Q4: 501,435 shares; 2026Q1: 504,731 shares 504,731 $64.7M 4.17% +3,296 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 546,721 shares; 2025Q4: 545,726 shares; 2026Q1: 543,168 shares 543,168 $60M 3.87% -2,558 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: not loaded; 2025Q1: 287,401 shares; 2025Q2: 292,734 shares; 2025Q3: 374,846 shares; 2025Q4: 386,359 shares; 2026Q1: 259,020 shares 259,020 $45.2M 2.91% -127,339 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 469,306 shares; 2025Q2: 990,502 shares; 2025Q3: 985,828 shares; 2025Q4: 992,676 shares; 2026Q1: 484,030 shares 484,030 $32.7M 2.11% -508,646 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: not loaded; 2025Q1: 129,920 shares; 2025Q2: 134,578 shares; 2025Q3: 186,733 shares; 2025Q4: 187,617 shares; 2026Q1: 109,383 shares 109,383 $27.8M 1.79% -78,234 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: not loaded; 2025Q1: 156,705 shares; 2025Q2: 157,636 shares; 2025Q3: 183,651 shares; 2025Q4: 183,177 shares; 2026Q1: 98,190 shares 98,190 $20.5M 1.32% -84,987 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: not loaded; 2025Q1: 79,608 shares; 2025Q2: 80,425 shares; 2025Q3: 101,635 shares; 2025Q4: 106,838 shares; 2026Q1: 51,764 shares 51,764 $19.2M 1.24% -55,074 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: not loaded; 2025Q1: 40,132 shares; 2025Q2: 40,225 shares; 2025Q3: 44,531 shares; 2025Q4: 44,500 shares; 2026Q1: 31,441 shares 31,441 $18M 1.16% -13,059 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: not loaded; 2025Q1: 69,858 shares; 2025Q2: 76,601 shares; 2025Q3: 71,708 shares; 2025Q4: 75,524 shares; 2026Q1: 71,135 shares 71,135 $15.3M 0.99% -4,389 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133,088 shares; 2026Q1: 133,005 shares 133,005 $12.1M 0.78% -83 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: not loaded; 2025Q1: 73,508 shares; 2025Q2: 72,636 shares; 2025Q3: 59,136 shares; 2025Q4: 55,765 shares; 2026Q1: 55,479 shares 55,479 $11.5M 0.74% -286 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: not loaded; 2025Q1: 59,635 shares; 2025Q2: 66,588 shares; 2025Q3: 73,153 shares; 2025Q4: 69,460 shares; 2026Q1: 38,121 shares 38,121 $11M 0.71% -31,339 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: not loaded; 2025Q1: 16,670 shares; 2025Q2: 24,584 shares; 2025Q3: 23,624 shares; 2025Q4: 24,223 shares; 2026Q1: 23,156 shares 23,156 $10.1M 0.65% -1,067 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: not loaded; 2025Q1: 13,856 shares; 2025Q2: 13,186 shares; 2025Q3: 14,224 shares; 2025Q4: 152,632 shares; 2026Q1: 104,433 shares 104,433 $10M 0.65% -48,199 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: not loaded; 2025Q1: 32,222 shares; 2025Q2: 46,917 shares; 2025Q3: 47,928 shares; 2025Q4: 54,457 shares; 2026Q1: 32,130 shares 32,130 $9.94M 0.64% -22,327 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 255,908 shares; 2025Q2: 254,386 shares; 2025Q3: 198,767 shares; 2025Q4: 171,160 shares; 2026Q1: 169,628 shares 169,628 $9.18M 0.59% -1,532 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: not loaded; 2025Q1: 35,215 shares; 2025Q2: 1,128,365 shares; 2025Q3: 1,114,941 shares; 2025Q4: 1,115,148 shares; 2026Q1: 164,607 shares 164,607 $8.9M 0.57% -950,541 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: not loaded; 2025Q1: 261,943 shares; 2025Q2: 260,484 shares; 2025Q3: 218,477 shares; 2025Q4: 156,904 shares; 2026Q1: 175,885 shares 175,885 $8.83M 0.57% +18,981 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 207,346 shares; 2025Q2: 206,022 shares; 2025Q3: 136,975 shares; 2025Q4: 129,898 shares; 2026Q1: 182,063 shares 182,063 $8.77M 0.57% +52,165 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: not loaded; 2025Q1: 50,543 shares; 2025Q2: 51,438 shares; 2025Q3: 51,242 shares; 2025Q4: 48,742 shares; 2026Q1: 27,785 shares 27,785 $8.4M 0.54% -20,957 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: not loaded; 2025Q1: 275,128 shares; 2025Q2: 344,625 shares; 2025Q3: 338,097 shares; 2025Q4: 339,181 shares; 2026Q1: 297,962 shares 297,962 $8.37M 0.54% -41,219 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 72,927 shares; 2025Q2: 162,863 shares; 2025Q3: 129,402 shares; 2025Q4: 127,705 shares; 2026Q1: 163,696 shares 163,696 $8.29M 0.53% +35,991 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: not loaded; 2025Q1: 196,716 shares; 2025Q2: 198,811 shares; 2025Q3: 173,877 shares; 2025Q4: 172,894 shares; 2026Q1: 155,814 shares 155,814 $8.1M 0.52% -17,080 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 42,006 shares; 2025Q2: 57,054 shares; 2025Q3: 48,886 shares; 2025Q4: 43,066 shares; 2026Q1: 38,590 shares 38,590 $8.03M 0.52% -4,476 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: not loaded; 2025Q1: 2,396 shares; 2025Q2: 2,419 shares; 2025Q3: 2,371 shares; 2025Q4: 19,849 shares; 2026Q1: 26,722 shares 26,722 $7.89M 0.51% +6,873 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: not loaded; 2025Q1: 372 shares; 2025Q2: 173,309 shares; 2025Q3: 172,684 shares; 2025Q4: 144,011 shares; 2026Q1: 133,841 shares 133,841 $7.83M 0.5% -10,170 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: not loaded; 2025Q1: 7,151 shares; 2025Q2: 30,527 shares; 2025Q3: 82,124 shares; 2025Q4: 87,012 shares; 2026Q1: 73,674 shares 73,674 $7.82M 0.5% -13,338 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 69,848 shares; 2025Q2: 548,781 shares; 2025Q3: 549,543 shares; 2025Q4: 547,144 shares; 2026Q1: 101,664 shares 101,664 $7.63M 0.49% -445,480 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: not loaded; 2025Q1: 61,336 shares; 2025Q2: 66,066 shares; 2025Q3: 56,598 shares; 2025Q4: 44,203 shares; 2026Q1: 34,999 shares 34,999 $7.61M 0.49% -9,204 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,917 shares; 2025Q2: 564 shares; 2025Q3: 61 shares; 2025Q4: 34,039 shares; 2026Q1: 82,291 shares 82,291 $7.58M 0.49% +48,252 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: not loaded; 2025Q1: 14,779 shares; 2025Q2: 13,193 shares; 2025Q3: 32,073 shares; 2025Q4: 36,121 shares; 2026Q1: 24,583 shares 24,583 $7.05M 0.45% -11,538 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: not loaded; 2025Q1: 69,341 shares; 2025Q2: 65,335 shares; 2025Q3: 63,904 shares; 2025Q4: 64,561 shares; 2026Q1: 53,294 shares 53,294 $7.04M 0.45% -11,267 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: not loaded; 2025Q1: 10,818 shares; 2025Q2: 11,584 shares; 2025Q3: 11,863 shares; 2025Q4: 11,876 shares; 2026Q1: 5,278 shares 5,278 $6.97M 0.45% -6,598 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: not loaded; 2025Q1: 46,365 shares; 2025Q2: 49,852 shares; 2025Q3: 53,134 shares; 2025Q4: 50,356 shares; 2026Q1: 44,194 shares 44,194 $6.86M 0.44% -6,162 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,977 shares; 2025Q2: 2,207 shares; 2025Q3: 1,802 shares; 2025Q4: 4,485 shares; 2026Q1: 38,365 shares 38,365 $6.62M 0.43% +33,880 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: not loaded; 2025Q1: 72,648 shares; 2025Q2: 101,412 shares; 2025Q3: 91,209 shares; 2025Q4: 92,133 shares; 2026Q1: 38,708 shares 38,708 $6.57M 0.42% -53,425 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: not loaded; 2025Q1: 10,686 shares; 2025Q2: 269,486 shares; 2025Q3: 138,779 shares; 2025Q4: 138,541 shares; 2026Q1: 34,460 shares 34,460 $6.53M 0.42% -104,081 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: not loaded; 2025Q1: 165,706 shares; 2025Q2: 163,904 shares; 2025Q3: 156,055 shares; 2025Q4: 155,579 shares; 2026Q1: 138,446 shares 138,446 $6.36M 0.41% -17,133 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 163,165 shares; 2025Q2: 162,146 shares; 2025Q3: 117,806 shares; 2025Q4: 113,763 shares; 2026Q1: 73,003 shares 73,003 $6.18M 0.4% -40,760 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: not loaded; 2025Q1: 35,277 shares; 2025Q2: 35,044 shares; 2025Q3: 30,212 shares; 2025Q4: 30,250 shares; 2026Q1: 51,635 shares 51,635 $5.98M 0.39% +21,385 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 142,025 shares; 2025Q2: 141,101 shares; 2025Q3: 108,434 shares; 2025Q4: 96,043 shares; 2026Q1: 94,851 shares 94,851 $5.94M 0.38% -1,192 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: not loaded; 2025Q1: 64,646 shares; 2025Q2: 64,366 shares; 2025Q3: 51,248 shares; 2025Q4: 50,288 shares; 2026Q1: 42,879 shares 42,879 $5.61M 0.36% -7,409 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: not loaded; 2025Q1: 51,052 shares; 2025Q2: 35,894 shares; 2025Q3: 37,201 shares; 2025Q4: 32,208 shares; 2026Q1: 16,213 shares 16,213 $5.48M 0.35% -15,995 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: not loaded; 2025Q1: 22,259 shares; 2025Q2: 23,491 shares; 2025Q3: 32,974 shares; 2025Q4: 33,313 shares; 2026Q1: 14,683 shares 14,683 $5.46M 0.35% -18,630 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,834 shares; 2026Q1: 95,416 shares 95,416 $5.44M 0.35% +2,582 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: not loaded; 2025Q1: 68,560 shares; 2025Q2: 31,177 shares; 2025Q3: 29,945 shares; 2025Q4: 43,312 shares; 2026Q1: 32,260 shares 32,260 $5.33M 0.34% -11,052 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: not loaded; 2025Q1: 31,514 shares; 2025Q2: 35,254 shares; 2025Q3: 25,166 shares; 2025Q4: 22,605 shares; 2026Q1: 14,120 shares 14,120 $4.97M 0.32% -8,485 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: not loaded; 2025Q1: 5,413 shares; 2025Q2: 5,591 shares; 2025Q3: 3,425 shares; 2025Q4: 29,834 shares; 2026Q1: 39,961 shares 39,961 $4.81M 0.31% +10,127 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: not loaded; 2025Q1: 21,768 shares; 2025Q2: 22,834 shares; 2025Q3: 23,662 shares; 2025Q4: 21,695 shares; 2026Q1: 13,023 shares 13,023 $4.66M 0.3% -8,672 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 135,772 shares; 2025Q2: 134,848 shares; 2025Q3: 115,930 shares; 2025Q4: 91,031 shares; 2026Q1: 56,382 shares 56,382 $4.48M 0.29% -34,649 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: not loaded; 2025Q1: 13,442 shares; 2025Q2: 13,923 shares; 2025Q3: 17,360 shares; 2025Q4: 17,678 shares; 2026Q1: 9,476 shares 9,476 $4.37M 0.28% -8,202 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,585 shares; 2025Q2: 7,585 shares; 2025Q3: 7,373 shares; 2025Q4: 7,444 shares; 2026Q1: 10,171 shares 10,171 $4.34M 0.28% +2,727 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: not loaded; 2025Q1: 39,564 shares; 2025Q2: 35,957 shares; 2025Q3: 35,954 shares; 2025Q4: 39,460 shares; 2026Q1: 22,365 shares 22,365 $4.31M 0.28% -17,095 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 71 shares; 2025Q2: 324 shares; 2025Q3: 388 shares; 2025Q4: 1,437 shares; 2026Q1: 183,708 shares 183,708 $4.13M 0.27% +182,271 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 35,577 shares; 2025Q2: 34,617 shares; 2025Q3: 23,385 shares; 2025Q4: 16,269 shares; 2026Q1: 70,494 shares 70,494 $4.06M 0.26% +54,225 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: not loaded; 2025Q1: 13,648 shares; 2025Q2: 12,775 shares; 2025Q3: 31,424 shares; 2025Q4: 45,644 shares; 2026Q1: 26,987 shares 26,987 $3.97M 0.26% -18,657 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: not loaded; 2025Q1: 6,262 shares; 2025Q2: 6,341 shares; 2025Q3: 6,080 shares; 2025Q4: 6,545 shares; 2026Q1: 3,610 shares 3,610 $3.94M 0.25% -2,935 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: not loaded; 2025Q1: 40,752 shares; 2025Q2: 40,999 shares; 2025Q3: 42,741 shares; 2025Q4: 41,353 shares; 2026Q1: 24,137 shares 24,137 $3.87M 0.25% -17,216 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: not loaded; 2025Q1: 6,762 shares; 2025Q2: 6,719 shares; 2025Q3: 6,094 shares; 2025Q4: 5,895 shares; 2026Q1: 5,865 shares 5,865 $3.81M 0.25% -30 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: not loaded; 2025Q1: 11,718 shares; 2025Q2: 9,913 shares; 2025Q3: 12,639 shares; 2025Q4: 13,068 shares; 2026Q1: 7,709 shares 7,709 $3.79M 0.24% -5,359 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: not loaded; 2025Q1: 15,942 shares; 2025Q2: 16,222 shares; 2025Q3: 17,708 shares; 2025Q4: 19,363 shares; 2026Q1: 12,219 shares 12,219 $3.59M 0.23% -7,144 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: not loaded; 2025Q1: 624 shares; 2025Q2: 10,369 shares; 2025Q3: 10,980 shares; 2025Q4: 11,624 shares; 2026Q1: 7,155 shares 7,155 $3.55M 0.23% -4,469 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 136,651 shares; 2025Q2: 135,627 shares; 2025Q3: 110,664 shares; 2025Q4: 107,343 shares; 2026Q1: 92,500 shares 92,500 $3.53M 0.23% -14,843 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 171,253 shares; 2025Q2: 169,751 shares; 2025Q3: 132,311 shares; 2025Q4: 112,555 shares; 2026Q1: 50,389 shares 50,389 $3.48M 0.22% -62,166 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 605 shares; 2025Q2: 32,091 shares; 2025Q3: 34,737 shares; 2025Q4: 30,316 shares; 2026Q1: 35,362 shares 35,362 $3.41M 0.22% +5,046 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,969 shares; 2025Q2: 11,762 shares; 2025Q3: 11,762 shares; 2025Q4: 11,701 shares; 2026Q1: 15,357 shares 15,357 $3.28M 0.21% +3,656 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: not loaded; 2025Q1: 87,711 shares; 2025Q2: 56,464 shares; 2025Q3: 47,419 shares; 2025Q4: 49,033 shares; 2026Q1: 42,926 shares 42,926 $3.26M 0.21% -6,107 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: not loaded; 2025Q1: 413 shares; 2025Q2: 186 shares; 2025Q3: 9,638 shares; 2025Q4: 13,758 shares; 2026Q1: 7,301 shares 7,301 $3.26M 0.21% -6,457 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: not loaded; 2025Q1: 1,502 shares; 2025Q2: 1,428 shares; 2025Q3: 11,305 shares; 2025Q4: 12,853 shares; 2026Q1: 37,483 shares 37,483 $3.25M 0.21% +24,630 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 124,317 shares; 2025Q2: 138,898 shares; 2025Q3: 122,832 shares; 2025Q4: 108,136 shares; 2026Q1: 52,886 shares 52,886 $3.24M 0.21% -55,250 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: not loaded; 2025Q1: 13,358 shares; 2025Q2: 13,343 shares; 2025Q3: 5,461 shares; 2025Q4: 6,018 shares; 2026Q1: 3,275 shares 3,275 $3.01M 0.19% -2,743 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 32,607 shares; 2025Q2: 33,418 shares; 2025Q3: 36,882 shares; 2025Q4: 43,025 shares; 2026Q1: 23,611 shares 23,611 $2.98M 0.19% -19,414 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 61,130 shares; 2025Q2: 60,782 shares; 2025Q3: 57,976 shares; 2025Q4: 32,281 shares; 2026Q1: 21,550 shares 21,550 $2.92M 0.19% -10,731 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: not loaded; 2025Q1: 10,178 shares; 2025Q2: 11,044 shares; 2025Q3: 11,050 shares; 2025Q4: 12,304 shares; 2026Q1: 6,686 shares 6,686 $2.89M 0.19% -5,618 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: not loaded; 2025Q1: 32,719 shares; 2025Q2: 32,463 shares; 2025Q3: 24,537 shares; 2025Q4: 26,699 shares; 2026Q1: 15,545 shares 15,545 $2.7M 0.17% -11,154 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: not loaded; 2025Q1: 17,859 shares; 2025Q2: 17,967 shares; 2025Q3: 16,722 shares; 2025Q4: 16,095 shares; 2026Q1: 8,147 shares 8,147 $2.68M 0.17% -7,948 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: not loaded; 2025Q1: 60,546 shares; 2025Q2: 61,203 shares; 2025Q3: 70,184 shares; 2025Q4: 62,322 shares; 2026Q1: 36,747 shares 36,747 $2.64M 0.17% -25,575 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: not loaded; 2025Q1: 14,904 shares; 2025Q2: 15,085 shares; 2025Q3: 15,604 shares; 2025Q4: 15,482 shares; 2026Q1: 8,227 shares 8,227 $2.64M 0.17% -7,255 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: not loaded; 2025Q1: 1,621 shares; 2025Q2: 1,841 shares; 2025Q3: 2,725 shares; 2025Q4: 39,114 shares; 2026Q1: 39,131 shares 39,131 $2.58M 0.17% +17 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 413,792 shares; 2025Q2: 408,705 shares; 2025Q3: 316,229 shares; 2025Q4: 202,412 shares; 2026Q1: 163,285 shares 163,285 $2.56M 0.16% -39,127 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: not loaded; 2025Q1: 12,431 shares; 2025Q2: 12,411 shares; 2025Q3: 12,411 shares; 2025Q4: 12,764 shares; 2026Q1: 12,764 shares 12,764 $2.5M 0.16% 0 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: not loaded; 2025Q1: not reported; 2025Q2: 156,724 shares; 2025Q3: 56,338 shares; 2025Q4: 108,277 shares; 2026Q1: 49,548 shares 49,548 $2.48M 0.16% -58,729 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,019 shares; 2025Q2: 82,674 shares; 2025Q3: 67,102 shares; 2025Q4: 61,095 shares; 2026Q1: 33,840 shares 33,840 $2.45M 0.16% -27,255 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: not loaded; 2025Q1: 8,725 shares; 2025Q2: 8,675 shares; 2025Q3: 7,554 shares; 2025Q4: 7,079 shares; 2026Q1: 4,475 shares 4,475 $2.43M 0.16% -2,604 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,371 shares; 2025Q2: 16,006 shares; 2025Q3: 13,891 shares; 2025Q4: 13,052 shares; 2026Q1: 6,788 shares 6,788 $2.43M 0.16% -6,264 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: not loaded; 2025Q1: 26,809 shares; 2025Q2: 26,809 shares; 2025Q3: 26,809 shares; 2025Q4: 26,184 shares; 2026Q1: 26,184 shares 26,184 $2.37M 0.15% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,971 shares; 2025Q2: 10,495 shares; 2025Q3: 10,089 shares; 2025Q4: 10,325 shares; 2026Q1: 5,864 shares 5,864 $2.32M 0.15% -4,461 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: not loaded; 2025Q1: 2,036 shares; 2025Q2: 1,749 shares; 2025Q3: 3,357 shares; 2025Q4: 10,072 shares; 2026Q1: 18,893 shares 18,893 $2.32M 0.15% +8,821 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,737 shares; 2025Q2: 21,121 shares; 2025Q3: 18,435 shares; 2025Q4: 17,171 shares; 2026Q1: 11,059 shares 11,059 $2.27M 0.15% -6,112 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 404 shares; 2025Q2: 150 shares; 2025Q3: 155 shares; 2025Q4: 182 shares; 2026Q1: 25,018 shares 25,018 $2.25M 0.15% +24,836 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: not loaded; 2025Q1: 4,077 shares; 2025Q2: 4,346 shares; 2025Q3: 7,940 shares; 2025Q4: 9,488 shares; 2026Q1: 4,583 shares 4,583 $2.2M 0.14% -4,905 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: not loaded; 2025Q1: 4,601 shares; 2025Q2: 12,127 shares; 2025Q3: 7,007 shares; 2025Q4: 11,579 shares; 2026Q1: 6,924 shares 6,924 $2.17M 0.14% -4,655 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: not loaded; 2025Q1: 3,228 shares; 2025Q2: 3,228 shares; 2025Q3: 3,228 shares; 2025Q4: 3,228 shares; 2026Q1: 3,628 shares 3,628 $2.17M 0.14% +400 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: not loaded; 2025Q1: 59,081 shares; 2025Q2: 43,065 shares; 2025Q3: 23,506 shares; 2025Q4: 23,296 shares; 2026Q1: 22,447 shares 22,447 $2.17M 0.14% -849 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,624 shares; 2025Q2: 9,404 shares; 2025Q3: 37,149 shares; 2025Q4: 130,261 shares; 2026Q1: 67,647 shares 67,647 $2.17M 0.14% -62,614 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: not loaded; 2025Q1: 13,677 shares; 2025Q2: 13,615 shares; 2025Q3: 11,838 shares; 2025Q4: 11,144 shares; 2026Q1: 6,567 shares 6,567 $2.14M 0.14% -4,577 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: not loaded; 2025Q1: 873 shares; 2025Q2: 28,634 shares; 2025Q3: 28,634 shares; 2025Q4: 71,679 shares; 2026Q1: 28,701 shares 28,701 $2.11M 0.14% -42,978 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 28,632 shares 28,632 $2.05M 0.13% +28,438 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: not loaded; 2025Q1: 55,098 shares; 2025Q2: 54,536 shares; 2025Q3: 59,630 shares; 2025Q4: 45,934 shares; 2026Q1: 8,284 shares 8,284 $2.02M 0.13% -37,650 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: not loaded; 2025Q1: 2,045 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 16,472 shares; 2026Q1: 35,125 shares 35,125 $2.02M 0.13% +18,653 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: not loaded; 2025Q1: 13,772 shares; 2025Q2: 19,202 shares; 2025Q3: 22,722 shares; 2025Q4: 26,165 shares; 2026Q1: 15,929 shares 15,929 $1.98M 0.13% -10,236 Timeline SCHB 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: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,000 shares 78,000 $1.96M 0.13% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 36,071 shares; 2025Q2: 35,926 shares; 2025Q3: 31,312 shares; 2025Q4: 29,363 shares; 2026Q1: 20,807 shares 20,807 $1.92M 0.12% -8,556 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: not loaded; 2025Q1: 1,264 shares; 2025Q2: 1,242 shares; 2025Q3: 2,182 shares; 2025Q4: 2,902 shares; 2026Q1: 2,652 shares 2,652 $1.88M 0.12% -250 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: not loaded; 2025Q1: 11,391 shares; 2025Q2: 10,124 shares; 2025Q3: 9,604 shares; 2025Q4: 9,978 shares; 2026Q1: 4,401 shares 4,401 $1.87M 0.12% -5,577 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: not loaded; 2025Q1: 2,966 shares; 2025Q2: 3,179 shares; 2025Q3: 5,064 shares; 2025Q4: 6,520 shares; 2026Q1: 3,741 shares 3,741 $1.87M 0.12% -2,779 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,351 shares; 2025Q2: 6,674 shares; 2025Q3: 5,787 shares; 2025Q4: 5,412 shares; 2026Q1: 3,374 shares 3,374 $1.84M 0.12% -2,038 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: not loaded; 2025Q1: 1,740 shares; 2025Q2: 1,778 shares; 2025Q3: 3,508 shares; 2025Q4: 3,634 shares; 2026Q1: 1,839 shares 1,839 $1.83M 0.12% -1,795 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 34,666 shares; 2025Q2: 34,695 shares; 2025Q3: 30,198 shares; 2025Q4: 26,122 shares; 2026Q1: 24,673 shares 24,673 $1.82M 0.12% -1,449 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,227 shares; 2025Q2: 14,249 shares; 2025Q3: 12,416 shares; 2025Q4: 11,603 shares; 2026Q1: 7,064 shares 7,064 $1.77M 0.11% -4,539 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: not loaded; 2025Q1: 8,225 shares; 2025Q2: 8,200 shares; 2025Q3: 8,952 shares; 2025Q4: 7,495 shares; 2026Q1: 5,354 shares 5,354 $1.76M 0.11% -2,141 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,346 shares; 2025Q2: 18,346 shares; 2025Q3: 18,346 shares; 2025Q4: 18,346 shares; 2026Q1: 18,108 shares 18,108 $1.76M 0.11% -238 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,903 shares; 2025Q2: 17,795 shares; 2025Q3: 15,521 shares; 2025Q4: 14,454 shares; 2026Q1: 9,162 shares 9,162 $1.72M 0.11% -5,292 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,045 shares; 2025Q2: 3,013 shares; 2025Q3: 2,923 shares; 2025Q4: 2,978 shares; 2026Q1: 2,968 shares 2,968 $1.71M 0.11% -10 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 54,729 shares; 2025Q2: 58,286 shares; 2025Q3: 50,696 shares; 2025Q4: 47,415 shares; 2026Q1: 22,985 shares 22,985 $1.68M 0.11% -24,430 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,742 shares 146,742 $1.61M 0.1% new Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 47,185 shares; 2025Q2: 46,976 shares; 2025Q3: 40,828 shares; 2025Q4: 38,161 shares; 2026Q1: 23,234 shares 23,234 $1.6M 0.1% -14,927 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,367 shares; 2025Q2: 15,029 shares; 2025Q3: 13,123 shares; 2025Q4: 12,245 shares; 2026Q1: 7,526 shares 7,526 $1.57M 0.1% -4,719 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 37,996 shares; 2025Q2: 37,811 shares; 2025Q3: 32,847 shares; 2025Q4: 30,869 shares; 2026Q1: 18,208 shares 18,208 $1.56M 0.1% -12,661 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,625 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares; 2026Q1: 2,474 shares 2,474 $1.53M 0.1% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 94,162 shares; 2025Q2: 93,697 shares; 2025Q3: 81,638 shares; 2025Q4: 76,042 shares; 2026Q1: 48,059 shares 48,059 $1.45M 0.09% -27,983 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,332 shares; 2025Q2: 34,430 shares; 2025Q3: 29,970 shares; 2025Q4: 27,024 shares; 2026Q1: 16,256 shares 16,256 $1.43M 0.09% -10,768 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,894 shares; 2025Q2: 6,979 shares; 2025Q3: 6,075 shares; 2025Q4: 4,886 shares; 2026Q1: 2,951 shares 2,951 $1.42M 0.09% -1,935 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: not loaded; 2025Q1: 15,241 shares; 2025Q2: 15,203 shares; 2025Q3: 13,258 shares; 2025Q4: 12,372 shares; 2026Q1: 7,711 shares 7,711 $1.39M 0.09% -4,661 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,451 shares; 2025Q4: 5,605 shares; 2026Q1: 4,082 shares 4,082 $1.38M 0.09% -1,523 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,550 shares; 2025Q2: 14,432 shares; 2025Q3: 12,569 shares; 2025Q4: 8,504 shares; 2026Q1: 5,186 shares 5,186 $1.38M 0.09% -3,318 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: not loaded; 2025Q1: 2,832 shares; 2025Q2: 2,281 shares; 2025Q3: 839 shares; 2025Q4: 15,107 shares; 2026Q1: 7,002 shares 7,002 $1.36M 0.09% -8,105 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 39,542 shares; 2025Q2: 43,671 shares; 2025Q3: 38,009 shares; 2025Q4: 42,864 shares; 2026Q1: 25,955 shares 25,955 $1.35M 0.09% -16,909 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,084 shares; 2025Q2: 10,017 shares; 2025Q3: 8,720 shares; 2025Q4: 8,159 shares; 2026Q1: 5,035 shares 5,035 $1.34M 0.09% -3,124 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: not loaded; 2025Q1: 847 shares; 2025Q2: 792 shares; 2025Q3: 2,212 shares; 2025Q4: 14,836 shares; 2026Q1: 12,554 shares 12,554 $1.31M 0.08% -2,282 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,977 shares; 2025Q2: 20,041 shares; 2025Q3: 17,439 shares; 2025Q4: 16,384 shares; 2026Q1: 10,054 shares 10,054 $1.29M 0.08% -6,330 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 34,877 shares; 2025Q2: 35,081 shares; 2025Q3: 30,570 shares; 2025Q4: 28,596 shares; 2026Q1: 22,834 shares 22,834 $1.28M 0.08% -5,762 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: not loaded; 2025Q1: 3,550 shares; 2025Q2: 3,197 shares; 2025Q3: 10,402 shares; 2025Q4: 10,489 shares; 2026Q1: 6,272 shares 6,272 $1.28M 0.08% -4,217 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,921 shares; 2025Q2: 15,593 shares; 2025Q3: 13,575 shares; 2025Q4: 12,695 shares; 2026Q1: 10,800 shares 10,800 $1.27M 0.08% -1,895 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,533 shares; 2025Q2: 82,533 shares; 2025Q3: 82,533 shares; 2025Q4: 82,533 shares; 2026Q1: 82,533 shares 82,533 $1.25M 0.08% 0 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 43,174 shares; 2025Q2: 46,621 shares; 2025Q3: 40,542 shares; 2025Q4: 37,962 shares; 2026Q1: 21,900 shares 21,900 $1.23M 0.08% -16,062 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares 3,270 $1.21M 0.08% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,806 shares; 2025Q2: 7,806 shares; 2025Q3: 7,806 shares; 2025Q4: 7,806 shares; 2026Q1: 7,806 shares 7,806 $1.21M 0.08% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 9 shares; 2025Q4: 147 shares; 2026Q1: 3,640 shares 3,640 $1.2M 0.08% +3,493 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,963 shares; 2025Q2: 18,293 shares; 2025Q3: 16,045 shares; 2025Q4: 15,009 shares; 2026Q1: 9,470 shares 9,470 $1.2M 0.08% -5,539 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 75,097 shares; 2025Q2: 74,670 shares; 2025Q3: 65,048 shares; 2025Q4: 60,504 shares; 2026Q1: 38,898 shares 38,898 $1.18M 0.08% -21,606 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 220,941 shares; 2025Q2: 220,208 shares; 2025Q3: 191,886 shares; 2025Q4: 135,769 shares; 2026Q1: 108,117 shares 108,117 $1.18M 0.08% -27,652 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,689 shares; 2025Q2: 6,679 shares; 2025Q3: 5,811 shares; 2025Q4: 5,419 shares; 2026Q1: 3,461 shares 3,461 $1.17M 0.08% -1,958 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,191 shares; 2025Q2: 54,848 shares; 2025Q3: 67,914 shares; 2025Q4: 60,108 shares; 2026Q1: 36,502 shares 36,502 $1.17M 0.08% -23,606 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: not loaded; 2025Q1: 31,498 shares; 2025Q2: 31,364 shares; 2025Q3: 9,850 shares; 2025Q4: 10,566 shares; 2026Q1: 7,072 shares 7,072 $1.16M 0.08% -3,494 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: not loaded; 2025Q1: 24,725 shares; 2025Q2: 24,010 shares; 2025Q3: 25,027 shares; 2025Q4: 17,157 shares; 2026Q1: 7,259 shares 7,259 $1.16M 0.07% -9,898 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,667 shares; 2025Q2: 15,713 shares; 2025Q3: 13,721 shares; 2025Q4: 12,414 shares; 2026Q1: 7,468 shares 7,468 $1.14M 0.07% -4,946 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: not loaded; 2025Q1: 11,331 shares; 2025Q2: 11,775 shares; 2025Q3: 12,429 shares; 2025Q4: 20,530 shares; 2026Q1: 14,600 shares 14,600 $1.13M 0.07% -5,930 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: not loaded; 2025Q1: 2,897 shares; 2025Q2: 2,524 shares; 2025Q3: 5,049 shares; 2025Q4: 6,435 shares; 2026Q1: 3,955 shares 3,955 $1.12M 0.07% -2,480 Timeline SCHF 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: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,000 shares 45,000 $1.11M 0.07% new 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: not loaded; 2025Q1: 12,686 shares; 2025Q2: 12,597 shares; 2025Q3: 10,992 shares; 2025Q4: 10,256 shares; 2026Q1: 6,706 shares 6,706 $1.11M 0.07% -3,550 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: not loaded; 2025Q1: 4,848 shares; 2025Q2: 4,848 shares; 2025Q3: 4,438 shares; 2025Q4: 4,438 shares; 2026Q1: 4,438 shares 4,438 $1.1M 0.07% 0 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: not loaded; 2025Q1: 4,113 shares; 2025Q2: 4,191 shares; 2025Q3: 7,402 shares; 2025Q4: 11,922 shares; 2026Q1: 8,560 shares 8,560 $1.08M 0.07% -3,362 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: not loaded; 2025Q1: 440 shares; 2025Q2: 477 shares; 2025Q3: 1,355 shares; 2025Q4: 1,916 shares; 2026Q1: 1,217 shares 1,217 $1.06M 0.07% -699 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: not loaded; 2025Q1: 14,584 shares; 2025Q2: 13,818 shares; 2025Q3: 19,991 shares; 2025Q4: 33,701 shares; 2026Q1: 21,337 shares 21,337 $1.04M 0.07% -12,364 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,213 shares 83,213 $1.03M 0.07% new Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,397 shares; 2026Q1: 14,397 shares 14,397 $1.03M 0.07% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 40,476 shares; 2025Q2: 43,996 shares; 2025Q3: 38,449 shares; 2025Q4: 35,373 shares; 2026Q1: 19,621 shares 19,621 $1.03M 0.07% -15,752 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,365 shares; 2025Q2: 21,868 shares; 2025Q3: 19,040 shares; 2025Q4: 17,800 shares; 2026Q1: 13,590 shares 13,590 $1.02M 0.07% -4,210 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,666 shares; 2025Q2: 16,764 shares; 2025Q3: 14,627 shares; 2025Q4: 13,444 shares; 2026Q1: 8,083 shares 8,083 $1.02M 0.07% -5,361 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: not loaded; 2025Q1: 91,123 shares; 2025Q2: 89,115 shares; 2025Q3: 76,757 shares; 2025Q4: 28,537 shares; 2026Q1: 13,834 shares 13,834 $1.01M 0.06% -14,703 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: not loaded; 2025Q1: 551 shares; 2025Q2: 478 shares; 2025Q3: 771 shares; 2025Q4: 2,271 shares; 2026Q1: 1,190 shares 1,190 $1.01M 0.06% -1,081 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,387 shares; 2026Q1: 7,165 shares 7,165 $996K 0.06% -1,222 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: not loaded; 2025Q1: 728 shares; 2025Q2: 16,472 shares; 2025Q3: 14,924 shares; 2025Q4: 14,513 shares; 2026Q1: 3,640 shares 3,640 $985K 0.06% -10,873 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,309 shares; 2025Q4: 10,234 shares; 2026Q1: 6,251 shares 6,251 $960K 0.06% -3,983 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,663 shares; 2025Q2: 8,663 shares; 2025Q3: 7,725 shares; 2025Q4: 7,720 shares; 2026Q1: 7,720 shares 7,720 $960K 0.06% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,739 shares; 2025Q2: 19,860 shares; 2025Q3: 3,403 shares; 2025Q4: 7,306 shares; 2026Q1: 4,839 shares 4,839 $960K 0.06% -2,467 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: not loaded; 2025Q1: 6,543 shares; 2025Q2: 6,527 shares; 2025Q3: 7,125 shares; 2025Q4: 7,043 shares; 2026Q1: 2,996 shares 2,996 $953K 0.06% -4,047 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: not loaded; 2025Q1: 26,811 shares; 2025Q2: 26,320 shares; 2025Q3: 9,608 shares; 2025Q4: 11,499 shares; 2026Q1: 10,250 shares 10,250 $952K 0.06% -1,249 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,658 shares 8,658 $948K 0.06% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,553 shares; 2025Q2: 11,522 shares; 2025Q3: 10,136 shares; 2025Q4: 9,512 shares; 2026Q1: 5,475 shares 5,475 $944K 0.06% -4,037 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: not loaded; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $940K 0.06% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,667 shares; 2025Q2: 3,632 shares; 2025Q3: 3,632 shares; 2025Q4: 3,632 shares; 2026Q1: 3,632 shares 3,632 $935K 0.06% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,466 shares; 2025Q2: 189,959 shares; 2025Q3: 245,231 shares; 2025Q4: 251,288 shares; 2026Q1: 82,461 shares 82,461 $930K 0.06% -168,827 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: not loaded; 2025Q1: 1,665 shares; 2025Q2: 1,667 shares; 2025Q3: 1,714 shares; 2025Q4: 2,029 shares; 2026Q1: 1,026 shares 1,026 $919K 0.06% -1,003 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: not loaded; 2025Q1: 22,522 shares; 2025Q2: 21,479 shares; 2025Q3: 18,646 shares; 2025Q4: 17,400 shares; 2026Q1: 10,974 shares 10,974 $917K 0.06% -6,426 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: not loaded; 2025Q1: 2,612 shares; 2025Q2: 2,166 shares; 2025Q3: 1,708 shares; 2025Q4: 1,893 shares; 2026Q1: 2,185 shares 2,185 $911K 0.06% +292 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: not loaded; 2025Q1: 2,090 shares; 2025Q2: 2,093 shares; 2025Q3: 2,409 shares; 2025Q4: 5,058 shares; 2026Q1: 2,875 shares 2,875 $894K 0.06% -2,183 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,181 shares; 2026Q1: 3,141 shares 3,141 $887K 0.06% -2,040 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,374 shares; 2025Q2: 11,319 shares; 2025Q3: 9,912 shares; 2025Q4: 9,252 shares; 2026Q1: 5,599 shares 5,599 $885K 0.06% -3,653 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,778 shares; 2025Q2: 24,672 shares; 2025Q3: 21,461 shares; 2025Q4: 20,143 shares; 2026Q1: 11,892 shares 11,892 $885K 0.06% -8,251 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: not loaded; 2025Q1: not reported; 2025Q2: 22,959 shares; 2025Q3: 19,991 shares; 2025Q4: 17,694 shares; 2026Q1: 10,863 shares 10,863 $879K 0.06% -6,831 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: not loaded; 2025Q1: 1,682 shares; 2025Q2: 1,190 shares; 2025Q3: 3,496 shares; 2025Q4: 5,228 shares; 2026Q1: 2,595 shares 2,595 $877K 0.06% -2,633 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: not loaded; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,195 shares; 2025Q4: 2,963 shares; 2026Q1: 3,335 shares 3,335 $874K 0.06% +372 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: not loaded; 2025Q1: 8,477 shares; 2025Q2: 8,065 shares; 2025Q3: 5,974 shares; 2025Q4: 7,118 shares; 2026Q1: 4,081 shares 4,081 $872K 0.06% -3,037 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,534 shares; 2025Q2: 10,761 shares; 2025Q3: 9,384 shares; 2025Q4: 13,686 shares; 2026Q1: 8,316 shares 8,316 $868K 0.06% -5,370 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,997 shares; 2025Q2: 10,931 shares; 2025Q3: 9,567 shares; 2025Q4: 8,923 shares; 2026Q1: 5,108 shares 5,108 $866K 0.06% -3,815 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 42,871 shares; 2025Q2: 43,570 shares; 2025Q3: 56,437 shares; 2025Q4: 51,514 shares; 2026Q1: 32,131 shares 32,131 $866K 0.06% -19,383 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 5,913 shares 5,913 $865K 0.06% +5,907 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: not loaded; 2025Q1: 2,997 shares; 2025Q2: 3,322 shares; 2025Q3: 6,137 shares; 2025Q4: 5,947 shares; 2026Q1: 2,432 shares 2,432 $831K 0.05% -3,515 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: not loaded; 2025Q1: 6,972 shares; 2025Q2: 6,699 shares; 2025Q3: 3,543 shares; 2025Q4: 2,987 shares; 2026Q1: 1,901 shares 1,901 $825K 0.05% -1,086 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 13,781 shares 13,781 $819K 0.05% +13,724 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 9,171 shares; 2026Q1: 8,321 shares 8,321 $808K 0.05% -850 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: not loaded; 2025Q1: 4,093 shares; 2025Q2: 4,277 shares; 2025Q3: 13,196 shares; 2025Q4: 13,675 shares; 2026Q1: 5,492 shares 5,492 $803K 0.05% -8,183 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,739 shares; 2025Q2: 6,796 shares; 2025Q3: 5,892 shares; 2025Q4: 3,803 shares; 2026Q1: 2,340 shares 2,340 $799K 0.05% -1,463 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,107 shares; 2025Q2: 6,726 shares; 2025Q3: 6,924 shares; 2025Q4: 7,060 shares; 2026Q1: 2,475 shares 2,475 $799K 0.05% -4,585 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: not loaded; 2025Q1: 9,589 shares; 2025Q2: 9,296 shares; 2025Q3: 7,221 shares; 2025Q4: 7,368 shares; 2026Q1: 3,459 shares 3,459 $795K 0.05% -3,909 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,910 shares; 2025Q2: 13,950 shares; 2025Q3: 12,164 shares; 2025Q4: 10,936 shares; 2026Q1: 6,719 shares 6,719 $794K 0.05% -4,217 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: not loaded; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 9,690 shares; 2025Q4: 13,611 shares; 2026Q1: 6,718 shares 6,718 $793K 0.05% -6,893 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 42,767 shares; 2025Q2: 40,569 shares; 2025Q3: 35,371 shares; 2025Q4: 33,016 shares; 2026Q1: 21,391 shares 21,391 $791K 0.05% -11,625 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: not loaded; 2025Q1: 2,412 shares; 2025Q2: 2,856 shares; 2025Q3: 5,652 shares; 2025Q4: 11,831 shares; 2026Q1: 8,339 shares 8,339 $784K 0.05% -3,492 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: not loaded; 2025Q1: 10,154 shares; 2025Q2: 10,253 shares; 2025Q3: 6,046 shares; 2025Q4: 10,421 shares; 2026Q1: 5,416 shares 5,416 $782K 0.05% -5,005 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,082 shares; 2025Q4: 4,866 shares; 2026Q1: 2,937 shares 2,937 $780K 0.05% -1,929 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 65,933 shares; 2025Q2: 54,791 shares; 2025Q3: 56,425 shares; 2025Q4: 57,358 shares; 2026Q1: 23,062 shares 23,062 $765K 0.05% -34,296 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: not loaded; 2025Q1: 26,739 shares; 2025Q2: 28,756 shares; 2025Q3: 19,134 shares; 2025Q4: 18,946 shares; 2026Q1: 4,086 shares 4,086 $763K 0.05% -14,860 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,287 shares; 2025Q2: 8,838 shares; 2025Q3: 7,785 shares; 2025Q4: 7,279 shares; 2026Q1: 4,756 shares 4,756 $762K 0.05% -2,523 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,584 shares; 2025Q2: 7,512 shares; 2025Q3: 7,264 shares; 2025Q4: 7,119 shares; 2026Q1: 6,984 shares 6,984 $759K 0.05% -135 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: not loaded; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 473 shares; 2026Q1: 8,046 shares 8,046 $748K 0.05% +7,573 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: not loaded; 2025Q1: 20,745 shares; 2025Q2: 18,337 shares; 2025Q3: 4,401 shares; 2025Q4: 6,587 shares; 2026Q1: 2,705 shares 2,705 $732K 0.05% -3,882 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,433 shares; 2025Q2: 10,465 shares; 2025Q3: 9,126 shares; 2025Q4: 8,534 shares; 2026Q1: 5,429 shares 5,429 $723K 0.05% -3,105 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,932 shares; 2025Q2: 13,872 shares; 2025Q3: 12,077 shares; 2025Q4: 10,746 shares; 2026Q1: 6,633 shares 6,633 $717K 0.05% -4,113 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,635 shares; 2025Q4: 84,986 shares; 2026Q1: 51,959 shares 51,959 $716K 0.05% -33,027 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: not loaded; 2025Q1: 57 shares; 2025Q2: 56 shares; 2025Q3: 327 shares; 2025Q4: 439 shares; 2026Q1: 2,114 shares 2,114 $715K 0.05% +1,675 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,073 shares; 2025Q2: 13,110 shares; 2025Q3: 11,406 shares; 2025Q4: 10,502 shares; 2026Q1: 6,069 shares 6,069 $703K 0.05% -4,433 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares; 2026Q1: 12,300 shares 12,300 $699K 0.05% 0 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: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,000 shares 24,000 $698K 0.04% new Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 93,709 shares; 2025Q2: 102,357 shares; 2025Q3: 89,783 shares; 2025Q4: 84,005 shares; 2026Q1: 50,199 shares 50,199 $690K 0.04% -33,806 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: not loaded; 2025Q1: 4,231 shares; 2025Q2: 4,971 shares; 2025Q3: 5,899 shares; 2025Q4: 8,790 shares; 2026Q1: 6,654 shares 6,654 $683K 0.04% -2,136 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,080 shares; 2025Q2: 9,203 shares; 2025Q3: 7,998 shares; 2025Q4: 7,502 shares; 2026Q1: 4,480 shares 4,480 $683K 0.04% -3,022 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: not loaded; 2025Q1: 93,742 shares; 2025Q2: 59,055 shares; 2025Q3: 40,172 shares; 2025Q4: 34,838 shares; 2026Q1: 4,852 shares 4,852 $676K 0.04% -29,986 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: not loaded; 2025Q1: 4,610 shares; 2025Q2: 4,755 shares; 2025Q3: 4,503 shares; 2025Q4: 5,697 shares; 2026Q1: 2,067 shares 2,067 $674K 0.04% -3,630 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 43,258 shares; 2025Q2: 58,496 shares; 2025Q3: 78,519 shares; 2025Q4: 69,333 shares; 2026Q1: 42,407 shares 42,407 $665K 0.04% -26,926 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: not loaded; 2025Q1: 1,406 shares; 2025Q2: 1,693 shares; 2025Q3: 3,143 shares; 2025Q4: 5,477 shares; 2026Q1: 2,733 shares 2,733 $662K 0.04% -2,744 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: not loaded; 2025Q1: 8,200 shares; 2025Q2: 9,268 shares; 2025Q3: 11,541 shares; 2025Q4: 13,459 shares; 2026Q1: 8,300 shares 8,300 $661K 0.04% -5,159 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,138 shares; 2025Q2: 15,309 shares; 2025Q3: 13,396 shares; 2025Q4: 11,888 shares; 2026Q1: 5,314 shares 5,314 $654K 0.04% -6,574 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,436 shares; 2025Q2: 7,051 shares; 2025Q3: 6,135 shares; 2025Q4: 5,655 shares; 2026Q1: 3,374 shares 3,374 $653K 0.04% -2,281 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: not loaded; 2025Q1: 5,167 shares; 2025Q2: 5,093 shares; 2025Q3: 6,447 shares; 2025Q4: 7,400 shares; 2026Q1: 5,735 shares 5,735 $650K 0.04% -1,665 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: not loaded; 2025Q1: 10,104 shares; 2025Q2: 10,104 shares; 2025Q3: 10,104 shares; 2025Q4: 10,104 shares; 2026Q1: 10,104 shares 10,104 $647K 0.04% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,534 shares; 2025Q2: 3,534 shares; 2025Q3: 3,534 shares; 2025Q4: 3,534 shares; 2026Q1: 3,459 shares 3,459 $637K 0.04% -75 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,670 shares; 2025Q2: 21,063 shares; 2025Q3: 18,383 shares; 2025Q4: 16,763 shares; 2026Q1: 9,742 shares 9,742 $636K 0.04% -7,021 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: not loaded; 2025Q1: 3,573 shares; 2025Q2: 3,346 shares; 2025Q3: 4,438 shares; 2025Q4: 4,475 shares; 2026Q1: 1,837 shares 1,837 $634K 0.04% -2,638 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: not loaded; 2025Q1: 6,257 shares; 2025Q2: 6,467 shares; 2025Q3: 7,265 shares; 2025Q4: 11,166 shares; 2026Q1: 8,759 shares 8,759 $629K 0.04% -2,407 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,709 shares; 2025Q4: 10,367 shares; 2026Q1: 6,484 shares 6,484 $627K 0.04% -3,883 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: not loaded; 2025Q1: 135 shares; 2025Q2: 134 shares; 2025Q3: 108 shares; 2025Q4: 289 shares; 2026Q1: 148 shares 148 $623K 0.04% -141 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,133 shares; 2025Q2: 10,572 shares; 2025Q3: 6,646 shares; 2025Q4: 5,826 shares; 2026Q1: 2,457 shares 2,457 $616K 0.04% -3,369 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: not loaded; 2025Q1: 203 shares; 2025Q2: 204 shares; 2025Q3: 368 shares; 2025Q4: 919 shares; 2026Q1: 706 shares 706 $611K 0.04% -213 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,783 shares; 2025Q2: 55,678 shares; 2025Q3: 48,184 shares; 2025Q4: 43,580 shares; 2026Q1: 25,463 shares 25,463 $602K 0.04% -18,117 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,611 shares; 2025Q3: 4,018 shares; 2025Q4: 3,752 shares; 2026Q1: 2,271 shares 2,271 $592K 0.04% -1,481 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: not loaded; 2025Q1: 1,943 shares; 2025Q2: 2,131 shares; 2025Q3: 2,363 shares; 2025Q4: 3,817 shares; 2026Q1: 1,923 shares 1,923 $582K 0.04% -1,894 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 56,260 shares; 2025Q2: 55,996 shares; 2025Q3: 48,770 shares; 2025Q4: 42,952 shares; 2026Q1: 26,483 shares 26,483 $581K 0.04% -16,469 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: not loaded; 2025Q1: 22,122 shares; 2025Q2: 20,031 shares; 2025Q3: 1,959 shares; 2025Q4: 3,458 shares; 2026Q1: 2,380 shares 2,380 $577K 0.04% -1,078 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: not loaded; 2025Q1: 2,493 shares; 2025Q2: 1,842 shares; 2025Q3: 2,149 shares; 2025Q4: 4,513 shares; 2026Q1: 2,409 shares 2,409 $569K 0.04% -2,104 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: not loaded; 2025Q1: 170,732 shares; 2025Q2: 6,487 shares; 2025Q3: 5,607 shares; 2025Q4: 6,826 shares; 2026Q1: 9,350 shares 9,350 $567K 0.04% +2,524 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: not loaded; 2025Q1: 200,276 shares; 2025Q2: 148,602 shares; 2025Q3: 19,008 shares; 2025Q4: 29,866 shares; 2026Q1: 19,360 shares 19,360 $561K 0.04% -10,506 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: not loaded; 2025Q1: 4,498 shares; 2025Q2: 4,132 shares; 2025Q3: 8,107 shares; 2025Q4: 4,885 shares; 2026Q1: 2,803 shares 2,803 $558K 0.04% -2,082 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: not loaded; 2025Q1: 16,561 shares; 2025Q2: 15,956 shares; 2025Q3: 14,988 shares; 2025Q4: 9,442 shares; 2026Q1: 4,089 shares 4,089 $553K 0.04% -5,353 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,880 shares; 2025Q2: 7,827 shares; 2025Q3: 12,274 shares; 2025Q4: 12,532 shares; 2026Q1: 4,070 shares 4,070 $543K 0.04% -8,462 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: not loaded; 2025Q1: 4,684 shares; 2025Q2: 4,688 shares; 2025Q3: 4,173 shares; 2025Q4: 4,587 shares; 2026Q1: 1,849 shares 1,849 $539K 0.03% -2,738 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,462 shares; 2025Q2: 13,599 shares; 2025Q3: 7,158 shares; 2025Q4: 6,856 shares; 2026Q1: 3,064 shares 3,064 $518K 0.03% -3,792 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: not loaded; 2025Q1: 1,314 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,305 shares; 2026Q1: 1,712 shares 1,712 $517K 0.03% +407 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,390 shares; 2025Q2: 3,390 shares; 2025Q3: 3,390 shares; 2025Q4: 3,390 shares; 2026Q1: 3,390 shares 3,390 $513K 0.03% 0 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,771 shares; 2026Q1: 27,223 shares 27,223 $506K 0.03% -17,548 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: not loaded; 2025Q1: 159 shares; 2025Q2: 163 shares; 2025Q3: 436 shares; 2025Q4: 1,133 shares; 2026Q1: 903 shares 903 $496K 0.03% -230 Timeline QUAL 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 loaded; 2025Q1: 2,578 shares; 2025Q2: 2,578 shares; 2025Q3: 2,578 shares; 2025Q4: 2,578 shares; 2026Q1: 2,578 shares 2,578 $494K 0.03% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,561 shares; 2025Q2: 9,232 shares; 2025Q3: 8,286 shares; 2025Q4: 18,278 shares; 2026Q1: 8,392 shares 8,392 $493K 0.03% -9,886 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: not loaded; 2025Q1: 135 shares; 2025Q2: 118 shares; 2025Q3: 144 shares; 2025Q4: 12,944 shares; 2026Q1: 10,384 shares 10,384 $488K 0.03% -2,560 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,861 shares; 2025Q2: 17,618 shares; 2025Q3: 15,428 shares; 2025Q4: 13,762 shares; 2026Q1: 8,522 shares 8,522 $474K 0.03% -5,240 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,794 shares; 2025Q2: 6,766 shares; 2025Q3: 5,870 shares; 2025Q4: 5,524 shares; 2026Q1: 2,981 shares 2,981 $470K 0.03% -2,543 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 14,801 shares; 2025Q3: 12,890 shares; 2025Q4: 17,529 shares; 2026Q1: 10,745 shares 10,745 $470K 0.03% -6,784 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: not loaded; 2025Q1: 5,918 shares; 2025Q2: 5,942 shares; 2025Q3: 5,616 shares; 2025Q4: 6,654 shares; 2026Q1: 6,235 shares 6,235 $469K 0.03% -419 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 435 shares; 2025Q2: 527 shares; 2025Q3: 470 shares; 2025Q4: 1,362 shares; 2026Q1: 822 shares 822 $463K 0.03% -540 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: not loaded; 2025Q1: 1,795 shares; 2025Q2: 11,733 shares; 2025Q3: 5,164 shares; 2025Q4: 6,373 shares; 2026Q1: 8,213 shares 8,213 $462K 0.03% +1,840 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 206 shares; 2025Q2: 328 shares; 2025Q3: 1,976 shares; 2025Q4: 2,184 shares; 2026Q1: 2,991 shares 2,991 $449K 0.03% +807 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 592 shares; 2025Q2: 396 shares; 2025Q3: 1,018 shares; 2025Q4: 2,103 shares; 2026Q1: 3,075 shares 3,075 $447K 0.03% +972 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: not loaded; 2025Q1: 5,561 shares; 2025Q2: 5,746 shares; 2025Q3: 4,750 shares; 2025Q4: 4,675 shares; 2026Q1: 3,216 shares 3,216 $437K 0.03% -1,459 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: not loaded; 2025Q1: 3,253 shares; 2025Q2: 2,937 shares; 2025Q3: 1,914 shares; 2025Q4: 3,996 shares; 2026Q1: 2,246 shares 2,246 $426K 0.03% -1,750 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: not loaded; 2025Q1: 964 shares; 2025Q2: 1,926 shares; 2025Q3: 2,678 shares; 2025Q4: 3,042 shares; 2026Q1: 1,396 shares 1,396 $424K 0.03% -1,646 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: not loaded; 2025Q1: 3,530 shares; 2025Q2: 3,542 shares; 2025Q3: 3,625 shares; 2025Q4: 4,118 shares; 2026Q1: 1,491 shares 1,491 $419K 0.03% -2,627 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,254 shares; 2025Q4: 3,302 shares; 2026Q1: 6,324 shares 6,324 $414K 0.03% +3,022 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: not loaded; 2025Q1: 4,146 shares; 2025Q2: 8,177 shares; 2025Q3: 2,126 shares; 2025Q4: 2,007 shares; 2026Q1: 1,994 shares 1,994 $407K 0.03% -13 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 2,445 shares 2,445 $400K 0.03% +1,800 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 53,817 shares; 2025Q3: 73,862 shares; 2025Q4: 69,010 shares; 2026Q1: 44,147 shares 44,147 $398K 0.03% -24,863 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: not loaded; 2025Q1: 1,170 shares; 2025Q2: 1,054 shares; 2025Q3: 1,113 shares; 2025Q4: 2,462 shares; 2026Q1: 1,472 shares 1,472 $393K 0.03% -990 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,487 shares; 2025Q2: 5,432 shares; 2025Q3: 7,828 shares; 2025Q4: 17,838 shares; 2026Q1: 9,507 shares 9,507 $390K 0.03% -8,331 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7 shares; 2025Q2: 1,965 shares; 2025Q3: 2,337 shares; 2025Q4: 1,935 shares; 2026Q1: 2,519 shares 2,519 $380K 0.02% +584 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,121 shares; 2025Q2: 14,854 shares; 2025Q3: 15,156 shares; 2025Q4: 12,681 shares; 2026Q1: 3,902 shares 3,902 $379K 0.02% -8,779 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: not loaded; 2025Q1: 1,539 shares; 2025Q2: 1,604 shares; 2025Q3: 2,216 shares; 2025Q4: 3,805 shares; 2026Q1: 1,915 shares 1,915 $379K 0.02% -1,890 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: not loaded; 2025Q1: 389 shares; 2025Q2: 378 shares; 2025Q3: 525 shares; 2025Q4: 880 shares; 2026Q1: 390 shares 390 $375K 0.02% -490 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,095 shares; 2025Q2: 1,459 shares; 2025Q3: 4,536 shares; 2025Q4: 4,472 shares; 2026Q1: 2,766 shares 2,766 $375K 0.02% -1,706 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: not loaded; 2025Q1: 1,873 shares; 2025Q2: 1,622 shares; 2025Q3: 1,885 shares; 2025Q4: 1,917 shares; 2026Q1: 1,520 shares 1,520 $371K 0.02% -397 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,478 shares; 2025Q2: 2,587 shares; 2025Q3: 1,927 shares; 2025Q4: 2,372 shares; 2026Q1: 1,017 shares 1,017 $369K 0.02% -1,355 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: not loaded; 2025Q1: 8,014 shares; 2025Q2: 7,468 shares; 2025Q3: 17,342 shares; 2025Q4: 21,814 shares; 2026Q1: 8,287 shares 8,287 $366K 0.02% -13,527 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: not loaded; 2025Q1: 3,812 shares; 2025Q2: 3,593 shares; 2025Q3: 3,348 shares; 2025Q4: 5,820 shares; 2026Q1: 3,781 shares 3,781 $364K 0.02% -2,039 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,167 shares; 2025Q2: 14,454 shares; 2025Q3: 17,531 shares; 2025Q4: 19,997 shares; 2026Q1: 20,515 shares 20,515 $360K 0.02% +518 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 212 shares; 2026Q1: 927 shares 927 $360K 0.02% +715 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,542 shares; 2025Q2: 1,546 shares; 2025Q3: 1,396 shares; 2025Q4: 1,537 shares; 2026Q1: 1,586 shares 1,586 $347K 0.02% +49 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,676 shares; 2025Q2: 3,676 shares; 2025Q3: 3,676 shares; 2025Q4: 3,676 shares; 2026Q1: 3,676 shares 3,676 $345K 0.02% 0 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: not loaded; 2025Q1: 501 shares; 2025Q2: 1,016 shares; 2025Q3: 3,153 shares; 2025Q4: 3,684 shares; 2026Q1: 1,883 shares 1,883 $344K 0.02% -1,801 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: not loaded; 2025Q1: 294 shares; 2025Q2: 375 shares; 2025Q3: 400 shares; 2025Q4: 712 shares; 2026Q1: 233 shares 233 $343K 0.02% -479 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,687 shares; 2025Q2: 25,219 shares; 2025Q3: 27,729 shares; 2025Q4: 28,581 shares; 2026Q1: 24,168 shares 24,168 $341K 0.02% -4,413 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,423 shares; 2025Q2: 7,512 shares; 2025Q3: 7,710 shares; 2025Q4: 8,277 shares; 2026Q1: 3,201 shares 3,201 $336K 0.02% -5,076 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares; 2026Q1: 2,630 shares 2,630 $330K 0.02% +1,265 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,316 shares; 2025Q2: 10,545 shares; 2025Q3: 2,777 shares; 2025Q4: 5,429 shares; 2026Q1: 2,929 shares 2,929 $326K 0.02% -2,500 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,750 shares; 2025Q2: 9,786 shares; 2025Q3: 5,970 shares; 2025Q4: 7,809 shares; 2026Q1: 4,201 shares 4,201 $326K 0.02% -3,608 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,805 shares; 2025Q2: 25,572 shares; 2025Q3: 22,264 shares; 2025Q4: 19,690 shares; 2026Q1: 12,096 shares 12,096 $325K 0.02% -7,594 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $324K 0.02% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,679 shares; 2025Q2: 796 shares; 2025Q3: 1,805 shares; 2025Q4: 1,907 shares; 2026Q1: 1,086 shares 1,086 $322K 0.02% -821 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,064 shares; 2025Q2: 1,063 shares; 2025Q3: 1,054 shares; 2025Q4: 1,193 shares; 2026Q1: 3,353 shares 3,353 $321K 0.02% +2,160 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: not loaded; 2025Q1: 7,684 shares; 2025Q2: 7,686 shares; 2025Q3: 10,870 shares; 2025Q4: 2,346 shares; 2026Q1: 3,217 shares 3,217 $311K 0.02% +871 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: not loaded; 2025Q1: 1,021 shares; 2025Q2: 1,303 shares; 2025Q3: 1,215 shares; 2025Q4: 3,040 shares; 2026Q1: 1,357 shares 1,357 $307K 0.02% -1,683 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: not loaded; 2025Q1: 6,230 shares; 2025Q2: 4,004 shares; 2025Q3: 3,714 shares; 2025Q4: 4,078 shares; 2026Q1: 2,326 shares 2,326 $300K 0.02% -1,752 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: not loaded; 2025Q1: 248 shares; 2025Q2: 1,535 shares; 2025Q3: 2,370 shares; 2025Q4: 4,810 shares; 2026Q1: 3,223 shares 3,223 $298K 0.02% -1,587 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: not loaded; 2025Q1: 2,022 shares; 2025Q2: 1,464 shares; 2025Q3: 1,339 shares; 2025Q4: 2,112 shares; 2026Q1: 1,290 shares 1,290 $297K 0.02% -822 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: not loaded; 2025Q1: 1,630 shares; 2025Q2: 1,866 shares; 2025Q3: 1,185 shares; 2025Q4: 3,364 shares; 2026Q1: 1,441 shares 1,441 $293K 0.02% -1,923 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: not loaded; 2025Q1: 12,829 shares; 2025Q2: 12,363 shares; 2025Q3: 7,243 shares; 2025Q4: 5,648 shares; 2026Q1: 1,742 shares 1,742 $283K 0.02% -3,906 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: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 370 shares; 2026Q1: 1,413 shares 1,413 $283K 0.02% +1,043 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,318 shares; 2025Q2: 1,318 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,318 shares 1,318 $278K 0.02% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,709 shares; 2025Q2: 4,709 shares; 2025Q3: 4,709 shares; 2025Q4: 4,709 shares; 2026Q1: 4,709 shares 4,709 $274K 0.02% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 952 shares; 2025Q2: 2,279 shares; 2025Q3: 2,334 shares; 2025Q4: 2,128 shares; 2026Q1: 556 shares 556 $273K 0.02% -1,572 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,409 shares; 2025Q2: 3,409 shares; 2025Q3: 3,409 shares; 2025Q4: 3,409 shares; 2026Q1: 3,409 shares 3,409 $272K 0.02% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,857 shares; 2025Q2: 2,029 shares; 2025Q3: 2,063 shares; 2025Q4: 2,223 shares; 2026Q1: 1,917 shares 1,917 $271K 0.02% -306 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: not loaded; 2025Q1: not reported; 2025Q2: 2,106 shares; 2025Q3: not reported; 2025Q4: 213 shares; 2026Q1: 1,041 shares 1,041 $261K 0.02% +828 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,765 shares; 2025Q3: 6,311 shares; 2025Q4: 6,420 shares; 2026Q1: 6,392 shares 6,392 $261K 0.02% -28 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: not loaded; 2025Q1: 3,010 shares; 2025Q2: 1,357 shares; 2025Q3: 3,034 shares; 2025Q4: 5,061 shares; 2026Q1: 1,968 shares 1,968 $260K 0.02% -3,093 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: not loaded; 2025Q1: 1,751 shares; 2025Q2: 1,724 shares; 2025Q3: 2,155 shares; 2025Q4: 2,161 shares; 2026Q1: 2,055 shares 2,055 $244K 0.02% -106 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: not loaded; 2025Q1: 6,496 shares; 2025Q2: 6,517 shares; 2025Q3: 6,260 shares; 2025Q4: 6,180 shares; 2026Q1: 248 shares 248 $243K 0.02% -5,932 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,563 shares; 2025Q2: 4,406 shares; 2025Q3: 1,025 shares; 2025Q4: 717 shares; 2026Q1: 718 shares 718 $240K 0.02% +1 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,855 shares; 2025Q2: 4,127 shares; 2025Q3: 9,227 shares; 2025Q4: 14,419 shares; 2026Q1: 7,290 shares 7,290 $239K 0.02% -7,129 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: not loaded; 2025Q1: 2,962 shares; 2025Q2: 2,547 shares; 2025Q3: 3,561 shares; 2025Q4: 3,942 shares; 2026Q1: 3,350 shares 3,350 $237K 0.02% -592 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 9,888 shares 9,888 $237K 0.02% +9,833 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: not loaded; 2025Q1: 638 shares; 2025Q2: 534 shares; 2025Q3: 603 shares; 2025Q4: 729 shares; 2026Q1: 470 shares 470 $228K 0.01% -259 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: not loaded; 2025Q1: 1,571 shares; 2025Q2: 1,624 shares; 2025Q3: 1,314 shares; 2025Q4: 1,636 shares; 2026Q1: 1,672 shares 1,672 $228K 0.01% +36 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: 322 shares 322 $226K 0.01% +207 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,806 shares; 2025Q2: 30,673 shares; 2025Q3: 40,420 shares; 2025Q4: 14,106 shares; 2026Q1: 2,467 shares 2,467 $221K 0.01% -11,639 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: not loaded; 2025Q1: 178 shares; 2025Q2: not reported; 2025Q3: 1,315 shares; 2025Q4: 1,560 shares; 2026Q1: 554 shares 554 $220K 0.01% -1,006 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 741 shares; 2025Q2: 1,434 shares; 2025Q3: 1,391 shares; 2025Q4: 1,283 shares; 2026Q1: 1,160 shares 1,160 $219K 0.01% -123 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 770 shares; 2025Q2: 887 shares; 2025Q3: 1,047 shares; 2025Q4: 2,086 shares; 2026Q1: 795 shares 795 $219K 0.01% -1,291 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,379 shares; 2025Q2: 3,219 shares; 2025Q3: 3,269 shares; 2025Q4: 3,527 shares; 2026Q1: 4,342 shares 4,342 $218K 0.01% +815 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,772 shares; 2025Q2: 4,313 shares; 2025Q3: 7,781 shares; 2025Q4: 7,436 shares; 2026Q1: 5,788 shares 5,788 $217K 0.01% -1,648 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: not loaded; 2025Q1: 976 shares; 2025Q2: 853 shares; 2025Q3: 1,296 shares; 2025Q4: 751 shares; 2026Q1: 1,028 shares 1,028 $216K 0.01% +277 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,894 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares 1,894 $214K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 733 shares; 2025Q2: 966 shares; 2025Q3: 338 shares; 2025Q4: 2,197 shares; 2026Q1: 1,357 shares 1,357 $213K 0.01% -840 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: not loaded; 2025Q1: 438 shares; 2025Q2: 370 shares; 2025Q3: 627 shares; 2025Q4: 1,094 shares; 2026Q1: 618 shares 618 $212K 0.01% -476 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 278 shares; 2025Q2: 284 shares; 2025Q3: 572 shares; 2025Q4: 681 shares; 2026Q1: 290 shares 290 $211K 0.01% -391 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: not loaded; 2025Q1: 4,786 shares; 2025Q2: 3,072 shares; 2025Q3: 1,744 shares; 2025Q4: 7,241 shares; 2026Q1: 3,364 shares 3,364 $211K 0.01% -3,877 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: not loaded; 2025Q1: 431 shares; 2025Q2: 283 shares; 2025Q3: 464 shares; 2025Q4: 547 shares; 2026Q1: 379 shares 379 $204K 0.01% -168 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 918 shares; 2025Q2: 703 shares; 2025Q3: 847 shares; 2025Q4: 1,044 shares; 2026Q1: 730 shares 730 $204K 0.01% -314 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: not loaded; 2025Q1: 160 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 135 shares; 2026Q1: 1,225 shares 1,225 $203K 0.01% +1,090 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $201K 0.01% 0 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: not loaded; 2025Q1: 64,268 shares; 2025Q2: 64,317 shares; 2025Q3: 50,707 shares; 2025Q4: 36,696 shares; 2026Q1: 1,526 shares 1,526 $200K 0.01% -35,170 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: not loaded; 2025Q1: 196 shares; 2025Q2: 358 shares; 2025Q3: 824 shares; 2025Q4: 724 shares; 2026Q1: 453 shares 453 $198K 0.01% -271 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,023 shares; 2025Q2: 1,086 shares; 2025Q3: 1,222 shares; 2025Q4: 1,445 shares; 2026Q1: 1,664 shares 1,664 $198K 0.01% +219 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: not loaded; 2025Q1: 691 shares; 2025Q2: 791 shares; 2025Q3: 310 shares; 2025Q4: 2,936 shares; 2026Q1: 978 shares 978 $194K 0.01% -1,958 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,870 shares 3,870 $191K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 546 shares; 2025Q2: 557 shares; 2025Q3: 840 shares; 2025Q4: 1,079 shares; 2026Q1: 605 shares 605 $190K 0.01% -474 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,368 shares; 2025Q2: 8,976 shares; 2025Q3: 9,112 shares; 2025Q4: 8,254 shares; 2026Q1: 2,041 shares 2,041 $189K 0.01% -6,213 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,713 shares; 2025Q2: 1,307 shares; 2025Q3: 9,829 shares; 2025Q4: 8,545 shares; 2026Q1: 2,303 shares 2,303 $185K 0.01% -6,242 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: not loaded; 2025Q1: 311 shares; 2025Q2: 328 shares; 2025Q3: 500 shares; 2025Q4: 620 shares; 2026Q1: 305 shares 305 $184K 0.01% -315 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 94 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 760 shares; 2026Q1: 286 shares 286 $182K 0.01% -474 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,362 shares; 2025Q2: 2,362 shares; 2025Q3: 2,362 shares; 2025Q4: 2,362 shares; 2026Q1: 2,362 shares 2,362 $176K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,035 shares; 2025Q2: 1,507 shares; 2025Q3: 2,174 shares; 2025Q4: 4,483 shares; 2026Q1: 1,561 shares 1,561 $169K 0.01% -2,922 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: not loaded; 2025Q1: 2,095 shares; 2025Q2: 1,978 shares; 2025Q3: 2,033 shares; 2025Q4: 4,410 shares; 2026Q1: 2,367 shares 2,367 $169K 0.01% -2,043 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 loaded; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,469 shares; 2026Q1: 386 shares 386 $166K 0.01% -1,083 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: not loaded; 2025Q1: 425 shares; 2025Q2: 480 shares; 2025Q3: 2,140 shares; 2025Q4: 1,543 shares; 2026Q1: 596 shares 596 $166K 0.01% -947 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: not loaded; 2025Q1: 664 shares; 2025Q2: 1,651 shares; 2025Q3: 1,682 shares; 2025Q4: 2,220 shares; 2026Q1: 1,384 shares 1,384 $164K 0.01% -836 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: not loaded; 2025Q1: 1,793 shares; 2025Q2: 1,792 shares; 2025Q3: 2,645 shares; 2025Q4: 4,804 shares; 2026Q1: 2,192 shares 2,192 $163K 0.01% -2,612 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: not loaded; 2025Q1: 376 shares; 2025Q2: 687 shares; 2025Q3: 865 shares; 2025Q4: 1,235 shares; 2026Q1: 455 shares 455 $162K 0.01% -780 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: not loaded; 2025Q1: 2,705 shares; 2025Q2: 1,188 shares; 2025Q3: 13,354 shares; 2025Q4: 17,281 shares; 2026Q1: 3,826 shares 3,826 $159K 0.01% -13,455 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: not loaded; 2025Q1: 4,686 shares; 2025Q2: 3,930 shares; 2025Q3: 1,970 shares; 2025Q4: 20,502 shares; 2026Q1: 5,451 shares 5,451 $156K 0.01% -15,051 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: not loaded; 2025Q1: 7,733 shares; 2025Q2: 766 shares; 2025Q3: 3,447 shares; 2025Q4: 673 shares; 2026Q1: 629 shares 629 $153K 0.01% -44 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 302 shares; 2025Q2: 319 shares; 2025Q3: 1,658 shares; 2025Q4: 1,877 shares; 2026Q1: 391 shares 391 $153K 0.01% -1,486 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,733 shares; 2025Q2: 1,605 shares; 2025Q3: 1,636 shares; 2025Q4: 2,932 shares; 2026Q1: 1,164 shares 1,164 $153K 0.01% -1,768 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,150 shares; 2025Q2: 3,048 shares; 2025Q3: 3,110 shares; 2025Q4: 3,007 shares; 2026Q1: 495 shares 495 $148K 0.01% -2,512 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: not loaded; 2025Q1: 255 shares; 2025Q2: 307 shares; 2025Q3: 344 shares; 2025Q4: 504 shares; 2026Q1: 216 shares 216 $147K 0.01% -288 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: not loaded; 2025Q1: 917 shares; 2025Q2: 963 shares; 2025Q3: 1,312 shares; 2025Q4: 3,351 shares; 2026Q1: 1,113 shares 1,113 $146K 0.01% -2,238 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: not loaded; 2025Q1: 42 shares; 2025Q2: 94 shares; 2025Q3: 145 shares; 2025Q4: 181 shares; 2026Q1: 133 shares 133 $145K 0.01% -48 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,010 shares; 2025Q2: 907 shares; 2025Q3: 1,084 shares; 2025Q4: 1,776 shares; 2026Q1: 856 shares 856 $145K 0.01% -920 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 330 shares; 2025Q2: 531 shares; 2025Q3: 558 shares; 2025Q4: 1,073 shares; 2026Q1: 440 shares 440 $144K 0.01% -633 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,809 shares; 2025Q2: 3,406 shares; 2025Q3: 3,514 shares; 2025Q4: 3,049 shares; 2026Q1: 1,005 shares 1,005 $138K 0.01% -2,044 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 417 shares; 2025Q2: 370 shares; 2025Q3: 629 shares; 2025Q4: 865 shares; 2026Q1: 522 shares 522 $136K 0.01% -343 Timeline EFG 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 loaded; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 1,212 shares 1,212 $135K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,120 shares; 2025Q2: 218 shares; 2025Q3: 1,129 shares; 2025Q4: 1,536 shares; 2026Q1: 735 shares 735 $134K 0.01% -801 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: not loaded; 2025Q1: 284 shares; 2025Q2: 424 shares; 2025Q3: 444 shares; 2025Q4: 642 shares; 2026Q1: 282 shares 282 $133K 0.01% -360 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: not loaded; 2025Q1: 329 shares; 2025Q2: 438 shares; 2025Q3: 653 shares; 2025Q4: 797 shares; 2026Q1: 886 shares 886 $133K 0.01% +89 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,822 shares; 2025Q2: 1,746 shares; 2025Q3: 518 shares; 2025Q4: 1,156 shares; 2026Q1: 454 shares 454 $132K 0.01% -702 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,720 shares 1,720 $132K 0.01% new 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: not loaded; 2025Q1: 895 shares; 2025Q2: 583 shares; 2025Q3: 2,491 shares; 2025Q4: 4,244 shares; 2026Q1: 1,132 shares 1,132 $130K 0.01% -3,112 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,128 shares; 2025Q2: 3,128 shares; 2025Q3: 3,128 shares; 2025Q4: 3,128 shares; 2026Q1: 3,128 shares 3,128 $129K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 493 shares; 2025Q2: 486 shares; 2025Q3: 517 shares; 2025Q4: 611 shares; 2026Q1: 469 shares 469 $128K 0.01% -142 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 702 shares 702 $127K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,181 shares; 2025Q2: 461 shares; 2025Q3: 1,392 shares; 2025Q4: 1,875 shares; 2026Q1: 1,144 shares 1,144 $126K 0.01% -731 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: not loaded; 2025Q1: 793 shares; 2025Q2: 1,614 shares; 2025Q3: 1,656 shares; 2025Q4: 1,703 shares; 2026Q1: 501 shares 501 $124K 0.01% -1,202 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,427 shares; 2025Q2: 5,234 shares; 2025Q3: 1,270 shares; 2025Q4: 1,221 shares; 2026Q1: 712 shares 712 $123K 0.01% -509 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,615 shares; 2025Q2: 539 shares; 2025Q3: 567 shares; 2025Q4: 1,443 shares; 2026Q1: 2,601 shares 2,601 $121K 0.01% +1,158 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: not loaded; 2025Q1: 1,197 shares; 2025Q2: 1,216 shares; 2025Q3: 436 shares; 2025Q4: 2,227 shares; 2026Q1: 2,464 shares 2,464 $121K 0.01% +237 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 814 shares; 2025Q2: 870 shares; 2025Q3: 1,124 shares; 2025Q4: 1,206 shares; 2026Q1: 450 shares 450 $120K 0.01% -756 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: not loaded; 2025Q1: 455 shares; 2025Q2: 520 shares; 2025Q3: 585 shares; 2025Q4: 2,520 shares; 2026Q1: 660 shares 660 $119K 0.01% -1,860 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 123 shares; 2025Q2: 199 shares; 2025Q3: 57 shares; 2025Q4: 1,033 shares; 2026Q1: 332 shares 332 $117K 0.01% -701 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: not loaded; 2025Q1: 501 shares; 2025Q2: 486 shares; 2025Q3: 610 shares; 2025Q4: 761 shares; 2026Q1: 561 shares 561 $116K 0.01% -200 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: not loaded; 2025Q1: 31,055 shares; 2025Q2: 2,248 shares; 2025Q3: 1,535 shares; 2025Q4: 3,159 shares; 2026Q1: 943 shares 943 $114K 0.01% -2,216 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,336 shares 3,336 $113K 0.01% new 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: not loaded; 2025Q1: 236 shares; 2025Q2: 117 shares; 2025Q3: 437 shares; 2025Q4: 1,870 shares; 2026Q1: 575 shares 575 $112K 0.01% -1,295 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: not loaded; 2025Q1: 1,507 shares; 2025Q2: 1,883 shares; 2025Q3: 1,083 shares; 2025Q4: 7,207 shares; 2026Q1: 2,172 shares 2,172 $112K 0.01% -5,035 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 382 shares; 2025Q2: 438 shares; 2025Q3: 551 shares; 2025Q4: 1,056 shares; 2026Q1: 543 shares 543 $111K 0.01% -513 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: not loaded; 2025Q1: 130 shares; 2025Q2: 153 shares; 2025Q3: 345 shares; 2025Q4: 401 shares; 2026Q1: 197 shares 197 $111K 0.01% -204 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: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,416 shares 2,416 $110K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 349 shares; 2025Q2: 410 shares; 2025Q3: 812 shares; 2025Q4: 1,502 shares; 2026Q1: 453 shares 453 $108K 0.01% -1,049 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: not loaded; 2025Q1: 122 shares; 2025Q2: 190 shares; 2025Q3: 64 shares; 2025Q4: 283 shares; 2026Q1: 140 shares 140 $108K 0.01% -143 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: not loaded; 2025Q1: 99 shares; 2025Q2: 6,904 shares; 2025Q3: 7,048 shares; 2025Q4: 7,993 shares; 2026Q1: 2,543 shares 2,543 $108K 0.01% -5,450 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: not loaded; 2025Q1: 2,398 shares; 2025Q2: 2,469 shares; 2025Q3: 2,602 shares; 2025Q4: 2,875 shares; 2026Q1: 1,480 shares 1,480 $108K 0.01% -1,395 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 540 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 732 shares 732 $107K 0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $105K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 372 shares 372 $105K 0.01% +291 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: not loaded; 2025Q1: 376 shares; 2025Q2: 401 shares; 2025Q3: 571 shares; 2025Q4: 790 shares; 2026Q1: 482 shares 482 $104K 0.01% -308 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 613 shares; 2025Q2: 729 shares; 2025Q3: 903 shares; 2025Q4: 929 shares; 2026Q1: 499 shares 499 $104K 0.01% -430 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: not loaded; 2025Q1: 1,624 shares; 2025Q2: 996 shares; 2025Q3: 989 shares; 2025Q4: 1,428 shares; 2026Q1: 1,679 shares 1,679 $101K 0.01% +251 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: not loaded; 2025Q1: 3,878 shares; 2025Q2: 1,663 shares; 2025Q3: 10,408 shares; 2025Q4: 11,472 shares; 2026Q1: 3,652 shares 3,652 $100K 0.01% -7,820 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,571 shares; 2025Q2: 23,971 shares; 2025Q3: 5,066 shares; 2025Q4: 3,606 shares; 2026Q1: 3,797 shares 3,797 $100K 0.01% +191 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: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,225 shares; 2025Q4: 5,237 shares; 2026Q1: 1,423 shares 1,423 $98.6K 0.01% -3,814 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 613 shares; 2025Q2: 637 shares; 2025Q3: 223 shares; 2025Q4: 1,070 shares; 2026Q1: 1,193 shares 1,193 $96.6K 0.01% +123 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: not loaded; 2025Q1: 391 shares; 2025Q2: 231 shares; 2025Q3: 202 shares; 2025Q4: 588 shares; 2026Q1: 176 shares 176 $94.9K 0.01% -412 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: not loaded; 2025Q1: 29 shares; 2025Q2: 30 shares; 2025Q3: 42 shares; 2025Q4: 73 shares; 2026Q1: 28 shares 28 $94.6K 0.01% -45 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: not loaded; 2025Q1: 486 shares; 2025Q2: 519 shares; 2025Q3: 637 shares; 2025Q4: 835 shares; 2026Q1: 502 shares 502 $93.6K 0.01% -333 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: not loaded; 2025Q1: 15 shares; 2025Q2: 148 shares; 2025Q3: 133 shares; 2025Q4: 549 shares; 2026Q1: 450 shares 450 $92.9K 0.01% -99 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: not loaded; 2025Q1: 357 shares; 2025Q2: 3,091 shares; 2025Q3: 886 shares; 2025Q4: 2,693 shares; 2026Q1: 4,102 shares 4,102 $92.3K 0.01% +1,409 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,391 shares; 2025Q2: 3,387 shares; 2025Q3: 3,489 shares; 2025Q4: 3,527 shares; 2026Q1: 3,598 shares 3,598 $92.2K 0.01% +71 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,329 shares; 2026Q1: 5,009 shares 5,009 $91.5K 0.01% -320 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 727 shares; 2025Q2: 1,230 shares; 2025Q3: 334 shares; 2025Q4: 732 shares; 2026Q1: 935 shares 935 $91.3K 0.01% +203 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: not loaded; 2025Q1: 481 shares; 2025Q2: 546 shares; 2025Q3: 380 shares; 2025Q4: 881 shares; 2026Q1: 978 shares 978 $91.3K 0.01% +97 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,121 shares; 2025Q2: 4,856 shares; 2025Q3: 3,617 shares; 2025Q4: 3,850 shares; 2026Q1: 2,721 shares 2,721 $91.2K 0.01% -1,129 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,727 shares; 2025Q2: 3,727 shares; 2025Q3: 3,187 shares; 2025Q4: 887 shares; 2026Q1: 887 shares 887 $90.7K 0.01% 0 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: not loaded; 2025Q1: 995 shares; 2025Q2: 918 shares; 2025Q3: 266 shares; 2025Q4: 2,121 shares; 2026Q1: 413 shares 413 $89.4K 0.01% -1,708 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: not loaded; 2025Q1: 30,881 shares; 2025Q2: 31,247 shares; 2025Q3: 151 shares; 2025Q4: 3,615 shares; 2026Q1: 906 shares 906 $89.1K 0.01% -2,709 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,476 shares; 2025Q2: 939 shares; 2025Q3: 998 shares; 2025Q4: 1,304 shares; 2026Q1: 1,379 shares 1,379 $89.1K 0.01% +75 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 826 shares; 2025Q2: 610 shares; 2025Q3: 420 shares; 2025Q4: 528 shares; 2026Q1: 566 shares 566 $89.1K 0.01% +38 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 255 shares; 2025Q2: 262 shares; 2025Q3: 1,170 shares; 2025Q4: 1,406 shares; 2026Q1: 355 shares 355 $88.7K 0.01% -1,051 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,334 shares 5,334 $88.6K 0.01% new 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: not loaded; 2025Q1: 425 shares; 2025Q2: 277 shares; 2025Q3: 605 shares; 2025Q4: 1,455 shares; 2026Q1: 644 shares 644 $87.2K 0.01% -811 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 214 shares; 2025Q2: 194 shares; 2025Q3: 416 shares; 2025Q4: 484 shares; 2026Q1: 242 shares 242 $86.8K 0.01% -242 Timeline INR INFINITY NAT RES INC More: the full row for INFINITY NAT RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,121 shares; 2026Q1: 4,911 shares 4,911 $86.5K 0.01% -210 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 406 shares; 2026Q1: 1,326 shares 1,326 $85.2K 0.01% +920 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 65 shares; 2025Q2: 26 shares; 2025Q3: 19 shares; 2025Q4: 334 shares; 2026Q1: 246 shares 246 $84.2K 0.01% -88 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 104 shares; 2025Q2: 980 shares; 2025Q3: 2,506 shares; 2025Q4: 2,697 shares; 2026Q1: 469 shares 469 $84.2K 0.01% -2,228 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 154 shares; 2025Q2: 12,910 shares; 2025Q3: 33,438 shares; 2025Q4: 33,126 shares; 2026Q1: 846 shares 846 $83.8K 0.01% -32,280 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 593 shares; 2025Q2: 601 shares; 2025Q3: 1,101 shares; 2025Q4: 3,126 shares; 2026Q1: 986 shares 986 $83.7K 0.01% -2,140 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: not loaded; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 2,133 shares 2,133 $83.7K 0.01% +158 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: not loaded; 2025Q1: 748 shares; 2025Q2: 266 shares; 2025Q3: 297 shares; 2025Q4: 1,129 shares; 2026Q1: 1,206 shares 1,206 $83.6K 0.01% +77 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: not loaded; 2025Q1: 1,515 shares; 2025Q2: 1,471 shares; 2025Q3: 1,481 shares; 2025Q4: 1,621 shares; 2026Q1: 404 shares 404 $83.5K 0.01% -1,217 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 55,620 shares; 2025Q2: 1,068 shares; 2025Q3: 1,363 shares; 2025Q4: 1,500 shares; 2026Q1: 743 shares 743 $83.5K 0.01% -757 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: not loaded; 2025Q1: 58 shares; 2025Q2: 67 shares; 2025Q3: 15 shares; 2025Q4: 198 shares; 2026Q1: 71 shares 71 $82.3K 0.01% -127 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: not loaded; 2025Q1: 864 shares; 2025Q2: 750 shares; 2025Q3: 430 shares; 2025Q4: 3,049 shares; 2026Q1: 1,337 shares 1,337 $82K 0.01% -1,712 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 423 shares; 2025Q2: 75 shares; 2025Q3: 100 shares; 2025Q4: 1,456 shares; 2026Q1: 1,519 shares 1,519 $81.8K 0.01% +63 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: not loaded; 2025Q1: 535 shares; 2025Q2: 609 shares; 2025Q3: 813 shares; 2025Q4: 962 shares; 2026Q1: 517 shares 517 $81.3K 0.01% -445 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 756 shares; 2025Q2: 796 shares; 2025Q3: 3,865 shares; 2025Q4: 4,395 shares; 2026Q1: 994 shares 994 $81.2K 0.01% -3,401 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 301 shares; 2025Q2: 604 shares; 2025Q3: 459 shares; 2025Q4: 837 shares; 2026Q1: 275 shares 275 $80.5K 0.01% -562 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,217 shares; 2025Q2: 1,232 shares; 2025Q3: 843 shares; 2025Q4: 3,075 shares; 2026Q1: 1,701 shares 1,701 $79.8K 0.01% -1,374 Timeline HEFA 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 loaded; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,860 shares; 2026Q1: 1,860 shares 1,860 $79K 0.01% 0 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: not loaded; 2025Q1: 377 shares; 2025Q2: 556 shares; 2025Q3: 1,065 shares; 2025Q4: 1,972 shares; 2026Q1: 480 shares 480 $78.8K 0.01% -1,492 Timeline EPSN EPSILON ENERGY LTD More: the full row for EPSILON ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,785 shares; 2026Q1: 12,785 shares 12,785 $78.8K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 489 shares; 2025Q2: 752 shares; 2025Q3: 758 shares; 2025Q4: 766 shares; 2026Q1: 201 shares 201 $78.7K 0.01% -565 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: not loaded; 2025Q1: 768 shares; 2025Q2: 296 shares; 2025Q3: 7,939 shares; 2025Q4: 8,673 shares; 2026Q1: 1,183 shares 1,183 $78.6K 0.01% -7,490 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,208 shares; 2026Q1: 4,057 shares 4,057 $78.4K 0.01% -151 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 361 shares; 2025Q2: 257 shares; 2025Q3: 274 shares; 2025Q4: 948 shares; 2026Q1: 727 shares 727 $77.6K 0.01% -221 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 767 shares 767 $77.1K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 72,622 shares; 2025Q2: 73,490 shares; 2025Q3: 73,950 shares; 2025Q4: 50,989 shares; 2026Q1: 1,701 shares 1,701 $76.9K <0.01% -49,288 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,198 shares; 2025Q2: 1,093 shares; 2025Q3: 1,515 shares; 2025Q4: 4,444 shares; 2026Q1: 1,243 shares 1,243 $76.8K <0.01% -3,201 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: not loaded; 2025Q1: 272 shares; 2025Q2: 87 shares; 2025Q3: 529 shares; 2025Q4: 749 shares; 2026Q1: 377 shares 377 $74.6K <0.01% -372 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 138 shares; 2025Q2: 211 shares; 2025Q3: 135 shares; 2025Q4: 150 shares; 2026Q1: 429 shares 429 $74.4K <0.01% +279 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: not loaded; 2025Q1: 376 shares; 2025Q2: 380 shares; 2025Q3: 485 shares; 2025Q4: 649 shares; 2026Q1: 351 shares 351 $74.2K <0.01% -298 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 679 shares; 2026Q1: 679 shares 679 $74K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 588 shares; 2025Q2: 148 shares; 2025Q3: 85 shares; 2025Q4: 935 shares; 2026Q1: 1,004 shares 1,004 $73.5K <0.01% +69 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 91,731 shares; 2025Q2: 53,364 shares; 2025Q3: 30 shares; 2025Q4: 4,229 shares; 2026Q1: 910 shares 910 $73.3K <0.01% -3,319 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: not loaded; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $73.1K <0.01% 0 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: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370 shares; 2025Q4: 202 shares; 2026Q1: 232 shares 232 $72.9K <0.01% +30 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,579 shares; 2025Q2: 1,064 shares; 2025Q3: 4,367 shares; 2025Q4: 4,444 shares; 2026Q1: 1,310 shares 1,310 $72.4K <0.01% -3,134 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: not loaded; 2025Q1: 509 shares; 2025Q2: 423 shares; 2025Q3: 467 shares; 2025Q4: 660 shares; 2026Q1: 554 shares 554 $70.1K <0.01% -106 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: not loaded; 2025Q1: 1,719 shares; 2025Q2: 3,000 shares; 2025Q3: 3,039 shares; 2025Q4: 7,448 shares; 2026Q1: 2,887 shares 2,887 $68.7K <0.01% -4,561 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: not loaded; 2025Q1: 3,422 shares; 2025Q2: 1,508 shares; 2025Q3: 1,804 shares; 2025Q4: 2,292 shares; 2026Q1: 2,059 shares 2,059 $68.4K <0.01% -233 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 632 shares; 2025Q2: 1,276 shares; 2025Q3: 2,083 shares; 2025Q4: 5,930 shares; 2026Q1: 1,468 shares 1,468 $68.1K <0.01% -4,462 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: 203 shares; 2026Q1: 538 shares 538 $67.7K <0.01% +335 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 231,233 shares; 2025Q2: 228,202 shares; 2025Q3: 4,970 shares; 2025Q4: 2,978 shares; 2026Q1: 3,878 shares 3,878 $66.9K <0.01% +900 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 601 shares; 2025Q2: 108 shares; 2025Q3: 145 shares; 2025Q4: 508 shares; 2026Q1: 814 shares 814 $66.6K <0.01% +306 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,439 shares; 2025Q2: 156 shares; 2025Q3: 331 shares; 2025Q4: 981 shares; 2026Q1: 1,683 shares 1,683 $65.6K <0.01% +702 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 263 shares; 2025Q2: 92 shares; 2025Q3: 118 shares; 2025Q4: 245 shares; 2026Q1: 313 shares 313 $65.2K <0.01% +68 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 497 shares; 2026Q1: 563 shares 563 $65K <0.01% +66 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,649 shares; 2025Q2: 1,649 shares; 2025Q3: 1,597 shares; 2025Q4: 1,639 shares; 2026Q1: 1,745 shares 1,745 $64.8K <0.01% +106 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,914 shares; 2025Q2: 1,226 shares; 2025Q3: 7,620 shares; 2025Q4: 8,750 shares; 2026Q1: 1,159 shares 1,159 $64.7K <0.01% -7,591 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: not loaded; 2025Q1: 217 shares; 2025Q2: 82 shares; 2025Q3: 546 shares; 2025Q4: 617 shares; 2026Q1: 279 shares 279 $64.4K <0.01% -338 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: not loaded; 2025Q1: 663 shares; 2025Q2: 201 shares; 2025Q3: 217 shares; 2025Q4: 2,223 shares; 2026Q1: 444 shares 444 $64.2K <0.01% -1,779 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 440 shares 440 $63.9K <0.01% +101 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,734 shares; 2025Q2: 365 shares; 2025Q3: 428 shares; 2025Q4: 2,934 shares; 2026Q1: 3,176 shares 3,176 $63.7K <0.01% +242 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: not loaded; 2025Q1: 211 shares; 2025Q2: 372 shares; 2025Q3: 511 shares; 2025Q4: 622 shares; 2026Q1: 346 shares 346 $63.4K <0.01% -276 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 447 shares; 2025Q2: 1,159 shares; 2025Q3: 1,748 shares; 2025Q4: 2,514 shares; 2026Q1: 1,017 shares 1,017 $63K <0.01% -1,497 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 118 shares; 2025Q2: 31 shares; 2025Q3: 29 shares; 2025Q4: 852 shares; 2026Q1: 215 shares 215 $62.6K <0.01% -637 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 308 shares; 2025Q2: 238 shares; 2025Q3: 2,867 shares; 2025Q4: 347 shares; 2026Q1: 394 shares 394 $62.4K <0.01% +47 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: not loaded; 2025Q1: 30,267 shares; 2025Q2: 30,959 shares; 2025Q3: 692 shares; 2025Q4: 1,612 shares; 2026Q1: 527 shares 527 $62.3K <0.01% -1,085 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: not loaded; 2025Q1: 831 shares; 2025Q2: 829 shares; 2025Q3: 1,110 shares; 2025Q4: 3,327 shares; 2026Q1: 739 shares 739 $61.9K <0.01% -2,588 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51 shares; 2025Q2: 53 shares; 2025Q3: 557 shares; 2025Q4: 106 shares; 2026Q1: 284 shares 284 $61.6K <0.01% +178 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,175 shares; 2026Q1: 1,137 shares 1,137 $61.5K <0.01% -38 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares 695 $61.3K <0.01% 0 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: not loaded; 2025Q1: 5,591 shares; 2025Q2: 7,019 shares; 2025Q3: 11,198 shares; 2025Q4: 19,429 shares; 2026Q1: 5,248 shares 5,248 $60.6K <0.01% -14,181 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 418 shares; 2025Q2: 30 shares; 2025Q3: 369 shares; 2025Q4: 463 shares; 2026Q1: 355 shares 355 $60.5K <0.01% -108 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: not loaded; 2025Q1: 1,153 shares; 2025Q2: 735 shares; 2025Q3: 757 shares; 2025Q4: 2,998 shares; 2026Q1: 1,319 shares 1,319 $60.4K <0.01% -1,679 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 937 shares; 2025Q2: 951 shares; 2025Q3: 977 shares; 2025Q4: 2,099 shares; 2026Q1: 753 shares 753 $60.3K <0.01% -1,346 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 169 shares; 2025Q2: 247 shares; 2025Q3: 316 shares; 2025Q4: 417 shares; 2026Q1: 226 shares 226 $60K <0.01% -191 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 433 shares; 2025Q2: 373 shares; 2025Q3: 395 shares; 2025Q4: 497 shares; 2026Q1: 413 shares 413 $59.8K <0.01% -84 Timeline