MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,609 shares; 2024Q4: 596,799 shares; 2025Q1: 565,820 shares; 2025Q2: 583,946 shares; 2025Q3: 593,994 shares; 2025Q4: 610,229 shares 610,229 $295M 3.47% +16,235 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,705 shares; 2024Q4: 1,024,384 shares; 2025Q1: 908,849 shares; 2025Q2: 954,478 shares; 2025Q3: 969,803 shares; 2025Q4: 1,001,087 shares 1,001,087 $272M 3.2% +31,284 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286,338 shares; 2024Q4: 1,250,600 shares; 2025Q1: 928,530 shares; 2025Q2: 923,681 shares; 2025Q3: 837,776 shares; 2025Q4: 780,470 shares 780,470 $270M 3.18% -57,306 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963,007 shares; 2024Q4: 989,061 shares; 2025Q1: 1,078,336 shares; 2025Q2: 1,180,769 shares; 2025Q3: 1,212,370 shares; 2025Q4: 1,190,200 shares 1,190,200 $222M 2.61% -22,170 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,976 shares; 2024Q4: 503,464 shares; 2025Q1: 517,224 shares; 2025Q2: 533,079 shares; 2025Q3: 517,870 shares; 2025Q4: 472,149 shares 472,149 $148M 1.74% -45,721 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,177 shares; 2024Q4: 567,558 shares; 2025Q1: 579,779 shares; 2025Q2: 591,096 shares; 2025Q3: 614,095 shares; 2025Q4: 634,242 shares 634,242 $145M 1.7% +20,147 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,886 shares; 2024Q4: 763,582 shares; 2025Q1: 917,359 shares; 2025Q2: 1,195,590 shares; 2025Q3: 1,202,999 shares; 2025Q4: 1,202,298 shares 1,202,298 $140M 1.65% -701 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,641 shares; 2024Q4: 442,024 shares; 2025Q1: 444,671 shares; 2025Q2: 422,983 shares; 2025Q3: 426,483 shares; 2025Q4: 430,861 shares 430,861 $139M 1.63% +4,378 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766,780 shares; 2024Q4: 748,014 shares; 2025Q1: 761,643 shares; 2025Q2: 799,549 shares; 2025Q3: 811,913 shares; 2025Q4: 837,482 shares 837,482 $129M 1.52% +25,569 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,742 shares; 2024Q4: 380,952 shares; 2025Q1: 398,885 shares; 2025Q2: 413,701 shares; 2025Q3: 416,517 shares; 2025Q4: 407,159 shares 407,159 $127M 1.5% -9,358 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,709 shares; 2024Q4: 122,313 shares; 2025Q1: 141,056 shares; 2025Q2: 158,091 shares; 2025Q3: 171,391 shares; 2025Q4: 182,258 shares 182,258 $125M 1.47% +10,867 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,249 shares; 2024Q4: 479,782 shares; 2025Q1: 475,541 shares; 2025Q2: 500,426 shares; 2025Q3: 516,323 shares; 2025Q4: 535,698 shares 535,698 $124M 1.45% +19,375 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957,526 shares; 2024Q4: 985,526 shares; 2025Q1: 1,241,941 shares; 2025Q2: 1,477,736 shares; 2025Q3: 1,530,816 shares; 2025Q4: 1,573,382 shares 1,573,382 $121M 1.43% +42,566 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,159 shares; 2024Q4: 676,624 shares; 2025Q1: 664,078 shares; 2025Q2: 674,953 shares; 2025Q3: 698,892 shares; 2025Q4: 730,182 shares 730,182 $117M 1.38% +31,290 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,634 shares; 2024Q4: 399,137 shares; 2025Q1: 442,801 shares; 2025Q2: 506,373 shares; 2025Q3: 515,907 shares; 2025Q4: 524,946 shares 524,946 $109M 1.28% +9,039 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,339 shares; 2024Q4: 371,824 shares; 2025Q1: 325,312 shares; 2025Q2: 334,532 shares; 2025Q3: 347,155 shares; 2025Q4: 358,993 shares 358,993 $106M 1.25% +11,838 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,030 shares; 2024Q4: 562,406 shares; 2025Q1: 594,427 shares; 2025Q2: 565,653 shares; 2025Q3: 596,608 shares; 2025Q4: 606,900 shares 606,900 $92.5M 1.09% +10,292 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,356 shares; 2024Q4: 65,919 shares; 2025Q1: 135,839 shares; 2025Q2: 153,529 shares; 2025Q3: 170,168 shares; 2025Q4: 188,852 shares 188,852 $92.1M 1.08% +18,684 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,968 shares; 2024Q4: 159,039 shares; 2025Q1: 162,989 shares; 2025Q2: 167,959 shares; 2025Q3: 174,410 shares; 2025Q4: 178,942 shares 178,942 $89.9M 1.06% +4,532 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,123 shares; 2024Q4: 444,327 shares; 2025Q1: 450,140 shares; 2025Q2: 523,426 shares; 2025Q3: 540,282 shares; 2025Q4: 562,464 shares 562,464 $86.4M 1.02% +22,182 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,089,794 shares; 2025Q3: 1,139,718 shares; 2025Q4: 1,197,818 shares 1,197,818 $82.7M 0.97% +58,100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,764,764 shares; 2024Q4: 2,730,231 shares; 2025Q1: 2,684,521 shares; 2025Q2: 2,763,084 shares; 2025Q3: 2,834,730 shares; 2025Q4: 2,955,890 shares 2,955,890 $81.3M 0.96% +121,160 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,837 shares; 2024Q4: 445,768 shares; 2025Q1: 449,245 shares; 2025Q2: 433,430 shares; 2025Q3: 440,701 shares; 2025Q4: 448,396 shares 448,396 $76.7M 0.9% +7,695 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,025,928 shares; 2025Q4: 3,186,914 shares 3,186,914 $75.4M 0.89% +160,986 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,334 shares; 2024Q4: 387,143 shares; 2025Q1: 392,224 shares; 2025Q2: 403,316 shares; 2025Q3: 398,423 shares; 2025Q4: 407,416 shares 407,416 $74.7M 0.88% +8,993 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,418,125 shares; 2024Q4: 3,523,651 shares; 2025Q1: 3,627,990 shares; 2025Q2: 3,001,309 shares; 2025Q3: 3,142,995 shares; 2025Q4: 3,566,790 shares 3,566,790 $72.2M 0.85% +423,795 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,075 shares; 2024Q4: 123,877 shares; 2025Q1: 250,118 shares; 2025Q2: 265,109 shares; 2025Q3: 279,993 shares; 2025Q4: 268,535 shares 268,535 $72M 0.85% -11,458 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,834 shares; 2024Q4: 160,686 shares; 2025Q1: 164,384 shares; 2025Q2: 169,681 shares; 2025Q3: 172,188 shares; 2025Q4: 176,483 shares 176,483 $68.7M 0.81% +4,295 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,519,143 shares; 2025Q1: 1,655,180 shares; 2025Q2: 1,717,318 shares; 2025Q3: 1,788,239 shares; 2025Q4: 1,763,673 shares 1,763,673 $67.6M 0.8% -24,566 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,837 shares; 2024Q4: 243,427 shares; 2025Q1: 266,943 shares; 2025Q2: 309,076 shares; 2025Q3: 333,509 shares; 2025Q4: 351,413 shares 351,413 $67.1M 0.79% +17,904 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,859 shares; 2024Q4: 376,321 shares; 2025Q1: 494,838 shares; 2025Q2: 520,847 shares; 2025Q3: 541,896 shares; 2025Q4: 571,835 shares 571,835 $67M 0.79% +29,939 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270,483 shares; 2024Q4: 1,299,076 shares; 2025Q1: 1,356,714 shares; 2025Q2: 1,382,338 shares; 2025Q3: 1,439,079 shares; 2025Q4: 3,702,935 shares 3,702,935 $66.7M 0.78% +2,263,856 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,405 shares; 2024Q4: 340,670 shares; 2025Q1: 341,806 shares; 2025Q2: 339,070 shares; 2025Q3: 347,807 shares; 2025Q4: 357,071 shares 357,071 $65.8M 0.77% +9,264 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,753 shares; 2024Q4: 237,503 shares; 2025Q1: 236,373 shares; 2025Q2: 231,909 shares; 2025Q3: 233,246 shares; 2025Q4: 214,895 shares 214,895 $65.3M 0.77% -18,351 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,533 shares; 2024Q4: 178,703 shares; 2025Q1: 184,760 shares; 2025Q2: 191,358 shares; 2025Q3: 199,618 shares; 2025Q4: 210,753 shares 210,753 $64.4M 0.76% +11,135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,091 shares; 2024Q4: 292,891 shares; 2025Q1: 304,198 shares; 2025Q2: 316,797 shares; 2025Q3: 326,311 shares; 2025Q4: 324,980 shares 324,980 $63.4M 0.75% -1,331 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350,102 shares; 2024Q4: 993,682 shares; 2025Q1: 1,529,067 shares; 2025Q2: 2,150,721 shares; 2025Q3: 2,411,463 shares; 2025Q4: 2,512,525 shares 2,512,525 $62.6M 0.74% +101,062 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,809 shares; 2024Q4: 562,654 shares; 2025Q1: 823,328 shares; 2025Q2: 875,988 shares; 2025Q3: 914,969 shares; 2025Q4: 966,856 shares 966,856 $62.2M 0.73% +51,887 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,873 shares; 2024Q4: 582,900 shares; 2025Q1: 583,611 shares; 2025Q2: 614,181 shares; 2025Q3: 759,241 shares; 2025Q4: 782,192 shares 782,192 $57.5M 0.68% +22,951 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,559 shares; 2024Q4: 742,261 shares; 2025Q1: 720,931 shares; 2025Q2: 727,761 shares; 2025Q3: 596,861 shares; 2025Q4: 612,384 shares 612,384 $57.1M 0.67% +15,523 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,549 shares; 2024Q4: 342,182 shares; 2025Q1: 471,034 shares; 2025Q2: 720,097 shares; 2025Q3: 757,638 shares; 2025Q4: 808,581 shares 808,581 $56.5M 0.66% +50,943 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,239 shares; 2024Q4: 336,702 shares; 2025Q1: 349,672 shares; 2025Q2: 328,721 shares; 2025Q3: 332,957 shares; 2025Q4: 325,175 shares 325,175 $56.4M 0.66% -7,782 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,811 shares; 2024Q4: 212,941 shares; 2025Q1: 230,269 shares; 2025Q2: 290,095 shares; 2025Q3: 280,318 shares; 2025Q4: 279,756 shares 279,756 $54.5M 0.64% -562 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,158 shares; 2024Q4: 244,484 shares; 2025Q1: 251,255 shares; 2025Q2: 283,386 shares; 2025Q3: 297,644 shares; 2025Q4: 313,838 shares 313,838 $54.5M 0.64% +16,194 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350,137 shares; 2024Q4: 2,403,410 shares; 2025Q1: 2,435,140 shares; 2025Q2: 2,565,347 shares; 2025Q3: 2,666,859 shares; 2025Q4: 2,829,953 shares 2,829,953 $54.2M 0.64% +163,094 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,469 shares; 2024Q4: 228,684 shares; 2025Q1: 243,713 shares; 2025Q2: 727,528 shares; 2025Q3: 844,133 shares; 2025Q4: 1,309,264 shares 1,309,264 $53.3M 0.63% +465,131 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,383,496 shares; 2025Q2: 1,881,277 shares; 2025Q3: 2,197,384 shares; 2025Q4: 2,197,760 shares 2,197,760 $53M 0.62% +376 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,401 shares; 2024Q4: 378,977 shares; 2025Q1: 499,837 shares; 2025Q2: 552,692 shares; 2025Q3: 598,318 shares; 2025Q4: 629,421 shares 629,421 $51.9M 0.61% +31,103 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,177 shares; 2024Q4: 778,963 shares; 2025Q1: 812,837 shares; 2025Q2: 872,113 shares; 2025Q3: 913,980 shares; 2025Q4: 934,995 shares 934,995 $50.4M 0.59% +21,015 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,103 shares; 2024Q4: 312,372 shares; 2025Q1: 285,365 shares; 2025Q2: 293,486 shares; 2025Q3: 195,421 shares; 2025Q4: 181,266 shares 181,266 $49.9M 0.59% -14,155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,606 shares; 2024Q4: 122,134 shares; 2025Q1: 134,949 shares; 2025Q2: 141,279 shares; 2025Q3: 144,680 shares; 2025Q4: 144,982 shares 144,982 $49.9M 0.59% +302 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,047 shares; 2024Q4: 40,863 shares; 2025Q1: 20,326 shares; 2025Q2: 22,736 shares; 2025Q3: 22,316 shares; 2025Q4: 72,424 shares 72,424 $49.4M 0.58% +50,108 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,246 shares; 2024Q4: 81,707 shares; 2025Q1: 80,999 shares; 2025Q2: 82,707 shares; 2025Q3: 84,301 shares; 2025Q4: 86,267 shares 86,267 $49.2M 0.58% +1,966 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,987 shares; 2024Q4: 751,390 shares; 2025Q1: 772,456 shares; 2025Q2: 781,634 shares; 2025Q3: 799,432 shares; 2025Q4: 811,198 shares 811,198 $48.8M 0.57% +11,766 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855,718 shares; 2024Q4: 1,852,104 shares; 2025Q1: 2,232,609 shares; 2025Q2: 2,246,965 shares; 2025Q3: 2,309,654 shares; 2025Q4: 2,382,935 shares 2,382,935 $45.1M 0.53% +73,281 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,410 shares; 2024Q4: 239,848 shares; 2025Q1: 235,929 shares; 2025Q2: 239,884 shares; 2025Q3: 244,254 shares; 2025Q4: 248,481 shares 248,481 $44.4M 0.52% +4,227 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,216 shares; 2024Q4: 70,548 shares; 2025Q1: 72,184 shares; 2025Q2: 75,897 shares; 2025Q3: 77,083 shares; 2025Q4: 76,876 shares 76,876 $44M 0.52% -207 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,079 shares; 2024Q4: 454,603 shares; 2025Q1: 507,695 shares; 2025Q2: 422,982 shares; 2025Q3: 435,376 shares; 2025Q4: 454,855 shares 454,855 $43.7M 0.51% +19,479 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,273 shares; 2024Q4: 182,085 shares; 2025Q1: 185,017 shares; 2025Q2: 194,136 shares; 2025Q3: 199,413 shares; 2025Q4: 206,950 shares 206,950 $41.7M 0.49% +7,537 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,786 shares; 2024Q4: 761,858 shares; 2025Q1: 775,112 shares; 2025Q2: 886,908 shares; 2025Q3: 918,091 shares; 2025Q4: 936,433 shares 936,433 $41.5M 0.49% +18,342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,165 shares; 2024Q4: 78,027 shares; 2025Q1: 80,545 shares; 2025Q2: 82,796 shares; 2025Q3: 85,255 shares; 2025Q4: 85,458 shares 85,458 $41.3M 0.49% +203 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,320 shares; 2024Q4: 290,324 shares; 2025Q1: 402,697 shares; 2025Q2: 417,083 shares; 2025Q3: 425,737 shares; 2025Q4: 437,323 shares 437,323 $41.2M 0.48% +11,586 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,894 shares; 2024Q4: 9,973 shares; 2025Q1: 11,584 shares; 2025Q2: 41,828 shares; 2025Q3: 48,819 shares; 2025Q4: 62,164 shares 62,164 $41M 0.48% +13,345 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 614,490 shares 614,490 $40.2M 0.47% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,584 shares; 2024Q4: 27,588 shares; 2025Q1: 26,404 shares; 2025Q2: 23,896 shares; 2025Q3: 20,958 shares; 2025Q4: 274,884 shares 274,884 $39.4M 0.46% +253,926 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,287 shares; 2024Q4: 40,243 shares; 2025Q1: 39,946 shares; 2025Q2: 41,151 shares; 2025Q3: 43,198 shares; 2025Q4: 45,650 shares 45,650 $39.4M 0.46% +2,452 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,802 shares; 2024Q4: 45,959 shares; 2025Q1: 46,724 shares; 2025Q2: 46,931 shares; 2025Q3: 47,750 shares; 2025Q4: 47,352 shares 47,352 $38.8M 0.46% -398 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,094 shares; 2025Q1: 33,101 shares; 2025Q2: 34,267 shares; 2025Q3: 34,410 shares; 2025Q4: 35,129 shares 35,129 $37.6M 0.44% +719 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,582 shares; 2024Q4: 119,044 shares; 2025Q1: 127,011 shares; 2025Q2: 115,144 shares; 2025Q3: 116,545 shares; 2025Q4: 64,680 shares 64,680 $37.5M 0.44% -51,865 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,014 shares; 2024Q4: 71,226 shares; 2025Q1: 72,751 shares; 2025Q2: 73,790 shares; 2025Q3: 108,278 shares; 2025Q4: 689,600 shares 689,600 $36.7M 0.43% +581,322 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,387 shares; 2024Q4: 311,170 shares; 2025Q1: 335,502 shares; 2025Q2: 362,636 shares; 2025Q3: 388,516 shares; 2025Q4: 430,933 shares 430,933 $36.1M 0.42% +42,417 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,577 shares; 2024Q4: 285,767 shares; 2025Q1: 564,861 shares; 2025Q2: 580,140 shares; 2025Q3: 604,502 shares; 2025Q4: 575,203 shares 575,203 $35.9M 0.42% -29,299 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,780 shares; 2024Q4: 1,228,959 shares; 2025Q1: 1,328,604 shares; 2025Q2: 1,454,740 shares; 2025Q3: 1,573,421 shares; 2025Q4: 1,664,118 shares 1,664,118 $35.2M 0.41% +90,697 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995,985 shares; 2024Q4: 1,023,617 shares; 2025Q1: 1,111,634 shares; 2025Q2: 1,208,994 shares; 2025Q3: 1,296,804 shares; 2025Q4: 1,425,305 shares 1,425,305 $34.7M 0.41% +128,501 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,197 shares; 2024Q4: 79,341 shares; 2025Q1: 158,531 shares; 2025Q2: 176,921 shares; 2025Q3: 176,706 shares; 2025Q4: 175,080 shares 175,080 $34.5M 0.41% -1,626 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,053 shares; 2024Q4: 148,688 shares; 2025Q1: 169,237 shares; 2025Q2: 176,018 shares; 2025Q3: 260,703 shares; 2025Q4: 239,723 shares 239,723 $34.4M 0.4% -20,980 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,392 shares; 2024Q4: 292,738 shares; 2025Q1: 650,494 shares; 2025Q2: 930,987 shares; 2025Q3: 707,230 shares; 2025Q4: 338,462 shares 338,462 $34M 0.4% -368,768 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,164 shares; 2024Q4: 91,533 shares; 2025Q1: 100,585 shares; 2025Q2: 102,794 shares; 2025Q3: 103,156 shares; 2025Q4: 105,086 shares 105,086 $33.5M 0.39% +1,930 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798,087 shares; 2024Q4: 800,042 shares; 2025Q1: 822,536 shares; 2025Q2: 823,264 shares; 2025Q3: 860,503 shares; 2025Q4: 987,670 shares 987,670 $33.4M 0.39% +127,167 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896,607 shares; 2024Q4: 931,765 shares; 2025Q1: 1,529,161 shares; 2025Q2: 1,635,838 shares; 2025Q3: 1,619,567 shares; 2025Q4: 1,908,171 shares 1,908,171 $32.9M 0.39% +288,604 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,767 shares; 2024Q4: 342,294 shares; 2025Q1: 361,815 shares; 2025Q2: 395,552 shares; 2025Q3: 400,532 shares; 2025Q4: 402,752 shares 402,752 $32.3M 0.38% +2,220 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,722 shares; 2024Q4: 81,765 shares; 2025Q1: 83,379 shares; 2025Q2: 87,556 shares; 2025Q3: 89,364 shares; 2025Q4: 90,353 shares 90,353 $31.9M 0.37% +989 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,022 shares; 2024Q4: 139,096 shares; 2025Q1: 141,669 shares; 2025Q2: 129,984 shares; 2025Q3: 132,226 shares; 2025Q4: 154,597 shares 154,597 $31.4M 0.37% +22,371 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 881,845 shares; 2025Q1: 1,365,323 shares; 2025Q2: 1,711,128 shares; 2025Q3: 1,746,617 shares; 2025Q4: 1,761,030 shares 1,761,030 $31.2M 0.37% +14,413 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,442 shares; 2024Q4: 147,446 shares; 2025Q1: 160,169 shares; 2025Q2: 166,920 shares; 2025Q3: 170,507 shares; 2025Q4: 171,174 shares 171,174 $30.8M 0.36% +667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,954 shares; 2024Q4: 102,818 shares; 2025Q1: 103,790 shares; 2025Q2: 108,340 shares; 2025Q3: 109,987 shares; 2025Q4: 112,901 shares 112,901 $30.8M 0.36% +2,914 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,001 shares; 2024Q4: 9,452 shares; 2025Q1: 15,467 shares; 2025Q2: 22,277 shares; 2025Q3: 23,346 shares; 2025Q4: 23,871 shares 23,871 $29.9M 0.35% +525 DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,231 shares; 2024Q4: 60,665 shares; 2025Q1: 61,217 shares; 2025Q2: 61,786 shares; 2025Q3: 62,672 shares; 2025Q4: 64,032 shares 64,032 $29.8M 0.35% +1,360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,642 shares; 2024Q4: 351,259 shares; 2025Q1: 419,322 shares; 2025Q2: 428,038 shares; 2025Q3: 480,273 shares; 2025Q4: 516,149 shares 516,149 $29.8M 0.35% +35,876 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,946 shares; 2024Q4: 400,983 shares; 2025Q1: 417,240 shares; 2025Q2: 436,563 shares; 2025Q3: 456,097 shares; 2025Q4: 444,174 shares 444,174 $29.5M 0.35% -11,923 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,683 shares; 2024Q4: 161,042 shares; 2025Q1: 130,525 shares; 2025Q2: 132,236 shares; 2025Q3: 131,947 shares; 2025Q4: 129,409 shares 129,409 $29.4M 0.35% -2,538 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,863 shares; 2024Q4: 206,741 shares; 2025Q1: 216,727 shares; 2025Q2: 225,420 shares; 2025Q3: 226,476 shares; 2025Q4: 224,469 shares 224,469 $28.7M 0.34% -2,007 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,918 shares; 2024Q4: 396,662 shares; 2025Q1: 395,552 shares; 2025Q2: 399,794 shares; 2025Q3: 404,499 shares; 2025Q4: 405,370 shares 405,370 $28.6M 0.34% +871 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,534 shares; 2024Q4: 191,653 shares; 2025Q1: 229,725 shares; 2025Q2: 286,328 shares; 2025Q3: 252,869 shares; 2025Q4: 288,331 shares 288,331 $28.2M 0.33% +35,462 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,632 shares; 2025Q1: 3,823 shares; 2025Q2: 4,275 shares; 2025Q3: 85,746 shares; 2025Q4: 90,277 shares 90,277 $28.2M 0.33% +4,531 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,882 shares; 2024Q4: 45,497 shares; 2025Q1: 45,985 shares; 2025Q2: 46,329 shares; 2025Q3: 48,355 shares; 2025Q4: 49,629 shares 49,629 $27.4M 0.32% +1,274 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,157 shares; 2024Q4: 265,062 shares; 2025Q1: 289,626 shares; 2025Q2: 300,348 shares; 2025Q3: 302,490 shares; 2025Q4: 306,039 shares 306,039 $26.7M 0.31% +3,549 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,324 shares; 2024Q4: 68,780 shares; 2025Q1: 71,505 shares; 2025Q2: 72,136 shares; 2025Q3: 71,749 shares; 2025Q4: 76,073 shares 76,073 $26.7M 0.31% +4,324 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,010 shares; 2024Q4: 198,325 shares; 2025Q1: 198,402 shares; 2025Q2: 201,099 shares; 2025Q3: 202,909 shares; 2025Q4: 209,652 shares 209,652 $26.3M 0.31% +6,743 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,480 shares; 2024Q4: 464,243 shares; 2025Q1: 476,084 shares; 2025Q2: 723,003 shares; 2025Q3: 750,689 shares; 2025Q4: 763,536 shares 763,536 $26.3M 0.31% +12,847 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,102 shares; 2024Q4: 797,381 shares; 2025Q1: 860,714 shares; 2025Q2: 934,505 shares; 2025Q3: 1,009,606 shares; 2025Q4: 1,096,937 shares 1,096,937 $25.7M 0.3% +87,331 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,443 shares; 2024Q4: 33,710 shares; 2025Q1: 33,950 shares; 2025Q2: 33,784 shares; 2025Q3: 31,749 shares; 2025Q4: 31,624 shares 31,624 $25.6M 0.3% -125 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,160 shares; 2024Q4: 531,023 shares; 2025Q1: 541,592 shares; 2025Q2: 550,493 shares; 2025Q3: 569,180 shares; 2025Q4: 573,705 shares 573,705 $25.5M 0.3% +4,525 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,585 shares; 2024Q4: 34,743 shares; 2025Q1: 41,184 shares; 2025Q2: 41,892 shares; 2025Q3: 41,862 shares; 2025Q4: 41,970 shares 41,970 $25.4M 0.3% +108 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,635 shares; 2024Q4: 236,944 shares; 2025Q1: 254,483 shares; 2025Q2: 270,391 shares; 2025Q3: 283,090 shares; 2025Q4: 257,042 shares 257,042 $25.1M 0.3% -26,048 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,667 shares; 2024Q4: 234,807 shares; 2025Q1: 219,788 shares; 2025Q2: 217,911 shares; 2025Q3: 218,611 shares; 2025Q4: 224,564 shares 224,564 $25M 0.29% +5,953 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,464 shares; 2024Q4: 114,771 shares; 2025Q1: 351,312 shares; 2025Q2: 415,331 shares; 2025Q3: 449,154 shares; 2025Q4: 489,818 shares 489,818 $24.7M 0.29% +40,664 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,698 shares; 2024Q4: 495,055 shares; 2025Q1: 495,656 shares; 2025Q2: 468,308 shares; 2025Q3: 483,538 shares; 2025Q4: 494,409 shares 494,409 $24.7M 0.29% +10,871 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,374 shares; 2024Q4: 523,636 shares; 2025Q1: 648,934 shares; 2025Q2: 717,040 shares; 2025Q3: 963,524 shares; 2025Q4: 1,041,193 shares 1,041,193 $24.3M 0.29% +77,669 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,222 shares; 2024Q4: 58,649 shares; 2025Q1: 64,440 shares; 2025Q2: 68,766 shares; 2025Q3: 70,861 shares; 2025Q4: 71,814 shares 71,814 $23.5M 0.28% +953 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,007 shares; 2024Q4: 58,237 shares; 2025Q1: 59,224 shares; 2025Q2: 60,935 shares; 2025Q3: 62,624 shares; 2025Q4: 66,695 shares 66,695 $23.4M 0.28% +4,071 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,934 shares; 2024Q4: 463,801 shares; 2025Q1: 441,380 shares; 2025Q2: 606,284 shares; 2025Q3: 632,387 shares; 2025Q4: 645,383 shares 645,383 $23.3M 0.27% +12,996 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,404,695 shares; 2025Q4: 1,439,624 shares 1,439,624 $23.1M 0.27% +34,929 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,029 shares; 2024Q4: 648,116 shares; 2025Q1: 661,654 shares; 2025Q2: 670,220 shares; 2025Q3: 726,991 shares; 2025Q4: 732,965 shares 732,965 $23M 0.27% +5,974 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,861 shares; 2024Q4: 435,509 shares; 2025Q1: 457,755 shares; 2025Q2: 464,085 shares; 2025Q3: 459,144 shares; 2025Q4: 457,880 shares 457,880 $22.5M 0.27% -1,264 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,435 shares; 2024Q4: 166,556 shares; 2025Q1: 169,932 shares; 2025Q2: 292,425 shares; 2025Q3: 300,276 shares; 2025Q4: 312,239 shares 312,239 $22.5M 0.26% +11,963 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,380 shares; 2025Q1: 226,325 shares; 2025Q2: 423,186 shares; 2025Q3: 558,074 shares; 2025Q4: 687,020 shares 687,020 $22.4M 0.26% +128,946 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779,335 shares; 2024Q4: 976,489 shares; 2025Q1: 1,033,015 shares; 2025Q2: 1,078,886 shares; 2025Q3: 1,127,653 shares; 2025Q4: 1,166,928 shares 1,166,928 $22.3M 0.26% +39,275 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 463,422 shares; 2025Q2: 470,532 shares; 2025Q3: 488,706 shares; 2025Q4: 496,924 shares 496,924 $21.7M 0.25% +8,218 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,920 shares; 2024Q4: 45,879 shares; 2025Q1: 76,910 shares; 2025Q2: 130,245 shares; 2025Q3: 165,447 shares; 2025Q4: 201,783 shares 201,783 $21.5M 0.25% +36,336 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,163 shares; 2024Q4: 112,396 shares; 2025Q1: 113,638 shares; 2025Q2: 119,553 shares; 2025Q3: 122,475 shares; 2025Q4: 126,471 shares 126,471 $21.4M 0.25% +3,996 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714,984 shares; 2024Q4: 738,334 shares; 2025Q1: 785,864 shares; 2025Q2: 837,621 shares; 2025Q3: 894,973 shares; 2025Q4: 947,056 shares 947,056 $20.9M 0.25% +52,083 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,053 shares; 2024Q4: 203,135 shares; 2025Q1: 217,896 shares; 2025Q2: 228,209 shares; 2025Q3: 249,798 shares; 2025Q4: 253,398 shares 253,398 $20.1M 0.24% +3,600 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,340 shares; 2024Q4: 13,389 shares; 2025Q1: 13,190 shares; 2025Q2: 15,400 shares; 2025Q3: 13,932 shares; 2025Q4: 237,845 shares 237,845 $20M 0.24% +223,913 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,322 shares; 2025Q1: 52,877 shares; 2025Q2: 97,859 shares; 2025Q3: 128,669 shares; 2025Q4: 160,762 shares 160,762 $19.6M 0.23% +32,093 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,154 shares; 2024Q4: 46,385 shares; 2025Q1: 47,798 shares; 2025Q2: 49,166 shares; 2025Q3: 50,193 shares; 2025Q4: 45,244 shares 45,244 $19.3M 0.23% -4,949 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,383 shares; 2024Q4: 304,583 shares; 2025Q1: 256,084 shares; 2025Q2: 300,511 shares; 2025Q3: 329,630 shares; 2025Q4: 354,643 shares 354,643 $18.4M 0.22% +25,013 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 330,517 shares; 2025Q1: 249,462 shares; 2025Q2: 289,783 shares; 2025Q3: 318,392 shares; 2025Q4: 340,556 shares 340,556 $18.3M 0.22% +22,164 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,570 shares; 2024Q4: 1,040,069 shares; 2025Q1: 1,067,011 shares; 2025Q2: 1,090,401 shares; 2025Q3: 1,681,659 shares; 2025Q4: 1,706,951 shares 1,706,951 $18.3M 0.22% +25,292 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 43,457 shares; 2025Q2: 84,281 shares; 2025Q3: 110,994 shares; 2025Q4: 136,528 shares 136,528 $18M 0.21% +25,534 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,170 shares; 2024Q4: 119,007 shares; 2025Q1: 132,874 shares; 2025Q2: 145,910 shares; 2025Q3: 153,564 shares; 2025Q4: 164,685 shares 164,685 $17.3M 0.2% +11,121 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,301 shares; 2024Q4: 180,177 shares; 2025Q1: 183,087 shares; 2025Q2: 193,486 shares; 2025Q3: 199,124 shares; 2025Q4: 215,142 shares 215,142 $17M 0.2% +16,018 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668,227 shares; 2024Q4: 694,616 shares; 2025Q1: 704,608 shares; 2025Q2: 718,338 shares; 2025Q3: 746,726 shares; 2025Q4: 767,489 shares 767,489 $16.7M 0.2% +20,763 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,023 shares; 2025Q2: 122,807 shares; 2025Q3: 128,054 shares; 2025Q4: 129,540 shares 129,540 $16.3M 0.19% +1,486 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876,753 shares; 2024Q4: 884,795 shares; 2025Q1: 823,381 shares; 2025Q2: 874,294 shares; 2025Q3: 349,136 shares; 2025Q4: 376,430 shares 376,430 $16.1M 0.19% +27,294 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,948 shares; 2025Q1: 97,570 shares; 2025Q2: 97,091 shares; 2025Q3: 96,372 shares; 2025Q4: 93,923 shares 93,923 $16.1M 0.19% -2,449 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852,745 shares; 2024Q4: 848,803 shares; 2025Q1: 864,663 shares; 2025Q2: 865,124 shares; 2025Q3: 896,805 shares; 2025Q4: 948,973 shares 948,973 $16.1M 0.19% +52,168 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,068 shares; 2024Q4: 230,662 shares; 2025Q1: 178,998 shares; 2025Q2: 206,369 shares; 2025Q3: 228,674 shares; 2025Q4: 240,748 shares 240,748 $15.9M 0.19% +12,074 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955,600 shares; 2024Q4: 1,018,210 shares; 2025Q1: 1,013,182 shares; 2025Q2: 754,521 shares; 2025Q3: 794,251 shares; 2025Q4: 828,258 shares 828,258 $15.6M 0.18% +34,007 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,163 shares; 2024Q4: 540,367 shares; 2025Q1: 728,890 shares; 2025Q2: 579,983 shares; 2025Q3: 620,233 shares; 2025Q4: 575,884 shares 575,884 $15.2M 0.18% -44,349 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,555 shares; 2024Q4: 4,444 shares; 2025Q1: 4,947 shares; 2025Q2: 5,114 shares; 2025Q3: 4,975 shares; 2025Q4: 83,288 shares 83,288 $15.2M 0.18% +78,313 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,597 shares; 2024Q4: 27,894 shares; 2025Q1: 29,391 shares; 2025Q2: 30,353 shares; 2025Q3: 32,479 shares; 2025Q4: 33,385 shares 33,385 $15M 0.18% +906 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,295 shares; 2025Q2: 14,317 shares; 2025Q3: 65,438 shares; 2025Q4: 80,656 shares 80,656 $14.3M 0.17% +15,218 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,617 shares; 2024Q4: 159,476 shares; 2025Q1: 139,895 shares; 2025Q2: 141,658 shares; 2025Q3: 124,840 shares; 2025Q4: 124,703 shares 124,703 $14.3M 0.17% -137 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,115 shares; 2024Q4: 21,790 shares; 2025Q1: 20,990 shares; 2025Q2: 22,514 shares; 2025Q3: 29,479 shares; 2025Q4: 31,455 shares 31,455 $14.1M 0.17% +1,976 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562,100 shares; 2024Q4: 1,602,737 shares; 2025Q1: 1,613,120 shares; 2025Q2: 1,170,296 shares; 2025Q3: 1,219,318 shares; 2025Q4: 1,238,526 shares 1,238,526 $13.5M 0.16% +19,208 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,147 shares; 2024Q4: 48,330 shares; 2025Q1: 39,948 shares; 2025Q2: 39,028 shares; 2025Q3: 39,297 shares; 2025Q4: 38,086 shares 38,086 $13.5M 0.16% -1,211 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,069 shares; 2024Q4: 543,733 shares; 2025Q1: 646,595 shares; 2025Q2: 645,842 shares; 2025Q3: 685,019 shares; 2025Q4: 685,195 shares 685,195 $13.2M 0.16% +176 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,108 shares; 2024Q4: 50,596 shares; 2025Q1: 53,503 shares; 2025Q2: 53,151 shares; 2025Q3: 53,225 shares; 2025Q4: 61,387 shares 61,387 $13.1M 0.15% +8,162 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,700 shares; 2025Q1: 100,620 shares; 2025Q2: 190,632 shares; 2025Q3: 247,670 shares; 2025Q4: 311,137 shares 311,137 $13M 0.15% +63,467 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,409 shares; 2024Q4: 243,675 shares; 2025Q1: 237,353 shares; 2025Q2: 240,436 shares; 2025Q3: 177,998 shares; 2025Q4: 170,170 shares 170,170 $12.9M 0.15% -7,828 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,853 shares; 2024Q4: 116,336 shares; 2025Q1: 134,787 shares; 2025Q2: 133,579 shares; 2025Q3: 131,565 shares; 2025Q4: 129,082 shares 129,082 $12.9M 0.15% -2,483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 9,782 shares; 2025Q1: 13,034 shares; 2025Q2: 16,225 shares; 2025Q3: 18,427 shares; 2025Q4: 20,735 shares 20,735 $12.7M 0.15% +2,308 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,438 shares; 2024Q4: 45,657 shares; 2025Q1: 50,587 shares; 2025Q2: 49,630 shares; 2025Q3: 48,125 shares; 2025Q4: 54,845 shares 54,845 $12.6M 0.15% +6,720 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,485 shares; 2024Q4: 69,777 shares; 2025Q1: 71,313 shares; 2025Q2: 71,070 shares; 2025Q3: 71,674 shares; 2025Q4: 74,101 shares 74,101 $11.8M 0.14% +2,427 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,466 shares; 2024Q4: 487,015 shares; 2025Q1: 497,508 shares; 2025Q2: 499,685 shares; 2025Q3: 520,506 shares; 2025Q4: 568,238 shares 568,238 $11.7M 0.14% +47,732 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,759 shares; 2024Q4: 81,228 shares; 2025Q1: 81,793 shares; 2025Q2: 82,556 shares; 2025Q3: 82,761 shares; 2025Q4: 88,182 shares 88,182 $11.7M 0.14% +5,421 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,494 shares; 2024Q4: 131,972 shares; 2025Q1: 135,077 shares; 2025Q2: 142,837 shares; 2025Q3: 149,485 shares; 2025Q4: 92,969 shares 92,969 $11.7M 0.14% -56,516 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,601 shares; 2024Q4: 8,779 shares; 2025Q1: 9,222 shares; 2025Q2: 9,234 shares; 2025Q3: 13,772 shares; 2025Q4: 124,173 shares 124,173 $11.6M 0.14% +110,401 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,589 shares; 2024Q4: 215,571 shares; 2025Q1: 236,381 shares; 2025Q2: 254,185 shares; 2025Q3: 271,324 shares; 2025Q4: 249,286 shares 249,286 $11.6M 0.14% -22,038 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,579 shares; 2024Q4: 41,654 shares; 2025Q1: 43,253 shares; 2025Q2: 43,116 shares; 2025Q3: 50,364 shares; 2025Q4: 56,748 shares 56,748 $11.4M 0.13% +6,384 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,954 shares; 2024Q4: 143,779 shares; 2025Q1: 155,369 shares; 2025Q2: 157,193 shares; 2025Q3: 159,295 shares; 2025Q4: 155,716 shares 155,716 $11.3M 0.13% -3,579 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,093 shares; 2024Q4: 272,385 shares; 2025Q1: 393,847 shares; 2025Q2: 400,428 shares; 2025Q3: 408,912 shares; 2025Q4: 409,932 shares 409,932 $11.1M 0.13% +1,020 Timeline QQQM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,657 shares; 2024Q4: 48,990 shares; 2025Q1: 46,024 shares; 2025Q2: 42,311 shares; 2025Q3: 44,017 shares; 2025Q4: 43,197 shares 43,197 $10.9M 0.13% -820 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,139 shares; 2024Q4: 10,393 shares; 2025Q1: 10,647 shares; 2025Q2: 9,921 shares; 2025Q3: 10,551 shares; 2025Q4: 9,657 shares 9,657 $10.4M 0.12% -894 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,586 shares; 2024Q4: 122,975 shares; 2025Q1: 121,053 shares; 2025Q2: 53,095 shares; 2025Q3: 55,136 shares; 2025Q4: 55,798 shares 55,798 $10.3M 0.12% +662 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,615 shares; 2024Q4: 21,809 shares; 2025Q1: 25,357 shares; 2025Q2: 29,439 shares; 2025Q3: 30,033 shares; 2025Q4: 30,203 shares 30,203 $10.2M 0.12% +170 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,088 shares 116,088 $10.1M 0.12% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 13,063 shares; 2025Q1: 13,367 shares; 2025Q2: 14,156 shares; 2025Q3: 13,491 shares; 2025Q4: 13,355 shares 13,355 $10.1M 0.12% -136 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 20,376 shares; 2025Q1: 30,521 shares; 2025Q2: 30,726 shares; 2025Q3: 31,922 shares; 2025Q4: 32,590 shares 32,590 $10M 0.12% +668 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,400 shares; 2024Q4: 34,337 shares; 2025Q1: 34,829 shares; 2025Q2: 33,354 shares; 2025Q3: 33,281 shares; 2025Q4: 33,978 shares 33,978 $9.98M 0.12% +697 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,053 shares; 2024Q4: 103,978 shares; 2025Q1: 106,578 shares; 2025Q2: 98,489 shares; 2025Q3: 99,711 shares; 2025Q4: 81,879 shares 81,879 $9.85M 0.12% -17,832 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,927 shares; 2024Q4: 178,935 shares; 2025Q1: 201,687 shares; 2025Q2: 245,867 shares; 2025Q3: 254,200 shares; 2025Q4: 250,677 shares 250,677 $9.75M 0.11% -3,523 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,412 shares; 2024Q4: 59,431 shares; 2025Q1: 63,433 shares; 2025Q2: 66,199 shares; 2025Q3: 67,687 shares; 2025Q4: 73,851 shares 73,851 $9.53M 0.11% +6,164 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,322 shares; 2024Q4: 69,620 shares; 2025Q1: 67,259 shares; 2025Q2: 70,689 shares; 2025Q3: 60,900 shares; 2025Q4: 56,869 shares 56,869 $9.51M 0.11% -4,031 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,730 shares; 2024Q4: 499,921 shares; 2025Q1: 481,419 shares; 2025Q2: 488,636 shares; 2025Q3: 501,650 shares; 2025Q4: 517,285 shares 517,285 $8.53M 0.1% +15,635 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,153 shares; 2024Q4: 60,486 shares; 2025Q1: 62,270 shares; 2025Q2: 61,103 shares; 2025Q3: 62,283 shares; 2025Q4: 61,886 shares 61,886 $8.42M 0.1% -397 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,722 shares; 2024Q4: 149,570 shares; 2025Q1: 146,047 shares; 2025Q2: 148,382 shares; 2025Q3: 153,002 shares; 2025Q4: 154,299 shares 154,299 $8.23M 0.1% +1,297 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297,883 shares; 2025Q3: 308,404 shares; 2025Q4: 317,075 shares 317,075 $8.09M 0.1% +8,671 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,731 shares; 2025Q2: 11,722 shares; 2025Q3: 11,844 shares; 2025Q4: 11,904 shares 11,904 $8.02M 0.09% +60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,486 shares; 2024Q4: 10,325 shares; 2025Q1: 10,231 shares; 2025Q2: 11,982 shares; 2025Q3: 12,455 shares; 2025Q4: 12,692 shares 12,692 $7.96M 0.09% +237 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,763 shares; 2024Q4: 15,022 shares; 2025Q1: 9,362 shares; 2025Q2: 9,379 shares; 2025Q3: 9,488 shares; 2025Q4: 51,550 shares 51,550 $7.9M 0.09% +42,062 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,978 shares; 2024Q4: 10,277 shares; 2025Q1: 26,262 shares; 2025Q2: 28,521 shares; 2025Q3: 29,012 shares; 2025Q4: 29,339 shares 29,339 $7.77M 0.09% +327 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,056 shares; 2024Q4: 367,106 shares; 2025Q1: 375,243 shares; 2025Q2: 376,773 shares; 2025Q3: 391,320 shares; 2025Q4: 411,026 shares 411,026 $7.74M 0.09% +19,706 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,457 shares; 2024Q4: 162,601 shares; 2025Q1: 176,300 shares; 2025Q2: 180,038 shares; 2025Q3: 230,881 shares; 2025Q4: 228,294 shares 228,294 $7.61M 0.09% -2,587 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,102 shares; 2024Q4: 43,397 shares; 2025Q1: 45,617 shares; 2025Q2: 50,350 shares; 2025Q3: 52,733 shares; 2025Q4: 55,017 shares 55,017 $7.59M 0.09% +2,284 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,265 shares; 2024Q4: 17,153 shares; 2025Q1: 20,188 shares; 2025Q2: 21,610 shares; 2025Q3: 22,144 shares; 2025Q4: 21,965 shares 21,965 $7.47M 0.09% -179 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,396 shares; 2024Q4: 614,484 shares; 2025Q1: 12,724 shares; 2025Q2: not reported; 2025Q3: 24,096 shares; 2025Q4: 84,570 shares 84,570 $7.45M 0.09% +60,474 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,952 shares; 2024Q4: 96,082 shares; 2025Q1: 158,316 shares; 2025Q2: 169,162 shares; 2025Q3: 174,040 shares; 2025Q4: 182,853 shares 182,853 $7.23M 0.09% +8,813 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 5,224 shares; 2025Q1: 5,000 shares; 2025Q2: 29,138 shares; 2025Q3: 40,631 shares; 2025Q4: 32,238 shares 32,238 $7.08M 0.08% -8,393 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,017 shares; 2024Q4: 50,263 shares; 2025Q1: 54,614 shares; 2025Q2: 59,890 shares; 2025Q3: 60,597 shares; 2025Q4: 30,332 shares 30,332 $6.94M 0.08% -30,265 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,366 shares; 2024Q4: 16,500 shares; 2025Q1: 16,570 shares; 2025Q2: 18,053 shares; 2025Q3: 19,043 shares; 2025Q4: 20,141 shares 20,141 $6.79M 0.08% +1,098 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,187 shares; 2024Q4: 93,625 shares; 2025Q1: 98,117 shares; 2025Q2: 19,879 shares; 2025Q3: 19,731 shares; 2025Q4: 20,108 shares 20,108 $6.64M 0.08% +377 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,793 shares; 2024Q4: 13,539 shares; 2025Q1: 14,063 shares; 2025Q2: 26,357 shares; 2025Q3: 37,046 shares; 2025Q4: 47,996 shares 47,996 $6.57M 0.08% +10,950 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,081 shares; 2024Q4: 10,288 shares; 2025Q1: 10,434 shares; 2025Q2: 10,581 shares; 2025Q3: 10,756 shares; 2025Q4: 10,784 shares 10,784 $6.19M 0.07% +28 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,950 shares; 2024Q4: 41,314 shares; 2025Q1: 45,410 shares; 2025Q2: 53,340 shares; 2025Q3: 54,166 shares; 2025Q4: 54,617 shares 54,617 $6.11M 0.07% +451 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,593 shares; 2025Q1: 1,779 shares; 2025Q2: 1,857 shares; 2025Q3: 1,871 shares; 2025Q4: 11,463 shares 11,463 $5.99M 0.07% +9,592 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,655 shares; 2024Q4: 68,564 shares; 2025Q1: 70,739 shares; 2025Q2: 72,955 shares; 2025Q3: 72,282 shares; 2025Q4: 68,844 shares 68,844 $5.79M 0.07% -3,438 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,018 shares; 2024Q4: 12,340 shares; 2025Q1: 11,619 shares; 2025Q2: 13,108 shares; 2025Q3: 14,263 shares; 2025Q4: 17,229 shares 17,229 $5.78M 0.07% +2,966 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,271 shares; 2025Q2: 123,387 shares; 2025Q3: 128,583 shares; 2025Q4: 138,969 shares 138,969 $5.76M 0.07% +10,386 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,306 shares; 2024Q4: 144,824 shares; 2025Q1: 146,691 shares; 2025Q2: 125,381 shares; 2025Q3: 132,316 shares; 2025Q4: 139,226 shares 139,226 $5.63M 0.07% +6,910 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,523 shares; 2024Q4: 209,921 shares; 2025Q1: 210,531 shares; 2025Q2: 224,610 shares; 2025Q3: 233,154 shares; 2025Q4: 232,596 shares 232,596 $5.59M 0.07% -558 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,506 shares; 2024Q4: 47,228 shares; 2025Q1: 47,783 shares; 2025Q2: 47,056 shares; 2025Q3: 46,705 shares; 2025Q4: 52,894 shares 52,894 $5.44M 0.06% +6,189 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 5,452 shares; 2025Q1: 6,286 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,324 shares 72,324 $5.37M 0.06% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,727 shares; 2025Q1: 3,819 shares; 2025Q2: 4,327 shares; 2025Q3: 4,216 shares; 2025Q4: 4,414 shares 4,414 $5.36M 0.06% +198 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,595 shares; 2024Q4: 73,496 shares; 2025Q1: 71,366 shares; 2025Q2: 80,480 shares; 2025Q3: 82,418 shares; 2025Q4: 96,194 shares 96,194 $5.29M 0.06% +13,776 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,620 shares; 2024Q4: 20,652 shares; 2025Q1: 14,398 shares; 2025Q2: 14,621 shares; 2025Q3: 15,323 shares; 2025Q4: 17,983 shares 17,983 $5.22M 0.06% +2,660 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 546 shares; 2025Q1: 560 shares; 2025Q2: 7,708 shares; 2025Q3: 7,708 shares; 2025Q4: 7,637 shares 7,637 $5.17M 0.06% -71 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,507 shares; 2024Q4: 331,901 shares; 2025Q1: 326,292 shares; 2025Q2: 330,628 shares; 2025Q3: 358,167 shares; 2025Q4: 370,769 shares 370,769 $5.03M 0.06% +12,602 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,893 shares; 2024Q4: 19,233 shares; 2025Q1: 19,531 shares; 2025Q2: 21,243 shares; 2025Q3: 22,320 shares; 2025Q4: 23,733 shares 23,733 $4.95M 0.06% +1,413 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,049 shares; 2025Q1: 4,832 shares; 2025Q2: 4,551 shares; 2025Q3: 21,396 shares; 2025Q4: 21,795 shares 21,795 $4.73M 0.06% +399 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,049 shares; 2024Q4: 12,464 shares; 2025Q1: 14,987 shares; 2025Q2: 14,197 shares; 2025Q3: 14,181 shares; 2025Q4: 14,519 shares 14,519 $4.7M 0.06% +338 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,190 shares; 2024Q4: 104,923 shares; 2025Q1: 106,787 shares; 2025Q2: 118,959 shares; 2025Q3: 121,034 shares; 2025Q4: 122,180 shares 122,180 $4.69M 0.06% +1,146 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,197 shares; 2025Q4: 33,869 shares 33,869 $4.58M 0.05% +15,672 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,965 shares; 2024Q4: 42,842 shares; 2025Q1: 43,103 shares; 2025Q2: 42,624 shares; 2025Q3: 43,114 shares; 2025Q4: 42,177 shares 42,177 $4.54M 0.05% -937 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,067 shares; 2024Q4: 12,074 shares; 2025Q1: 17,221 shares; 2025Q2: 19,202 shares; 2025Q3: 19,551 shares; 2025Q4: 19,285 shares 19,285 $4.49M 0.05% -266 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,868 shares; 2025Q1: 1,525 shares; 2025Q2: 1,319 shares; 2025Q3: 1,321 shares; 2025Q4: 1,317 shares 1,317 $4.47M 0.05% -4 Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,378 shares; 2024Q4: 231,149 shares; 2025Q1: 238,867 shares; 2025Q2: 275,063 shares; 2025Q3: 275,975 shares; 2025Q4: 276,355 shares 276,355 $4.43M 0.05% +380 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,596 shares; 2024Q4: 29,130 shares; 2025Q1: 30,141 shares; 2025Q2: 33,043 shares; 2025Q3: 37,978 shares; 2025Q4: 40,048 shares 40,048 $4.36M 0.05% +2,070 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,278 shares; 2024Q4: 31,276 shares; 2025Q1: 44,901 shares; 2025Q2: 48,014 shares; 2025Q3: 52,101 shares; 2025Q4: 54,189 shares 54,189 $4.29M 0.05% +2,088 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,322 shares; 2024Q4: 22,555 shares; 2025Q1: 22,644 shares; 2025Q2: 25,350 shares; 2025Q3: 25,412 shares; 2025Q4: 27,349 shares 27,349 $4.25M 0.05% +1,937 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,571 shares; 2024Q4: 238,231 shares; 2025Q1: 277,173 shares; 2025Q2: 345,384 shares; 2025Q3: 356,840 shares; 2025Q4: 365,922 shares 365,922 $4.19M 0.05% +9,082 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,116 shares; 2024Q4: 59,440 shares; 2025Q1: 58,664 shares; 2025Q2: 67,111 shares; 2025Q3: 67,978 shares; 2025Q4: 68,189 shares 68,189 $4.19M 0.05% +211 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,556 shares; 2024Q4: 33,047 shares; 2025Q1: 34,093 shares; 2025Q2: 25,638 shares; 2025Q3: 28,329 shares; 2025Q4: 29,048 shares 29,048 $4.17M 0.05% +719 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,345 shares; 2024Q4: 95,870 shares; 2025Q1: 99,072 shares; 2025Q2: 101,111 shares; 2025Q3: 105,199 shares; 2025Q4: 105,199 shares 105,199 $4.16M 0.05% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,531 shares; 2024Q4: 249,444 shares; 2025Q1: 247,742 shares; 2025Q2: 145,452 shares; 2025Q3: 141,669 shares; 2025Q4: 141,670 shares 141,670 $4.14M 0.05% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,057 shares; 2024Q4: 16,105 shares; 2025Q1: 15,799 shares; 2025Q2: 15,698 shares; 2025Q3: 15,679 shares; 2025Q4: 16,057 shares 16,057 $4.13M 0.05% +378 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,621 shares; 2024Q4: 84,683 shares; 2025Q1: 86,788 shares; 2025Q2: 91,123 shares; 2025Q3: 98,551 shares; 2025Q4: 102,989 shares 102,989 $4.06M 0.05% +4,438 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,002 shares; 2024Q4: 413,976 shares; 2025Q1: 431,276 shares; 2025Q2: 443,337 shares; 2025Q3: 502,960 shares; 2025Q4: 519,570 shares 519,570 $4.06M 0.05% +16,610 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,868 shares; 2025Q1: 2,898 shares; 2025Q2: 43,433 shares; 2025Q3: 43,541 shares; 2025Q4: 44,416 shares 44,416 $4.05M 0.05% +875 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,974 shares; 2024Q4: 13,254 shares; 2025Q1: 14,352 shares; 2025Q2: 15,914 shares; 2025Q3: 16,115 shares; 2025Q4: 18,085 shares 18,085 $3.97M 0.05% +1,970 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,788 shares; 2024Q4: 23,804 shares; 2025Q1: 23,783 shares; 2025Q2: 23,674 shares; 2025Q3: 24,720 shares; 2025Q4: 23,578 shares 23,578 $3.85M 0.05% -1,142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,512 shares; 2024Q4: 111,091 shares; 2025Q1: 130,248 shares; 2025Q2: 64,867 shares; 2025Q3: 67,103 shares; 2025Q4: 72,464 shares 72,464 $3.81M 0.04% +5,361 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,153 shares; 2024Q4: 17,575 shares; 2025Q1: 17,664 shares; 2025Q2: 17,381 shares; 2025Q3: 17,514 shares; 2025Q4: 15,661 shares 15,661 $3.8M 0.04% -1,853 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,846 shares; 2024Q4: 19,904 shares; 2025Q1: 20,005 shares; 2025Q2: 19,585 shares; 2025Q3: 19,186 shares; 2025Q4: 19,559 shares 19,559 $3.79M 0.04% +373 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,912 shares; 2025Q1: 6,590 shares; 2025Q2: 6,614 shares; 2025Q3: 6,830 shares; 2025Q4: 6,685 shares 6,685 $3.79M 0.04% -145 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,509 shares; 2024Q4: 39,163 shares; 2025Q1: 36,195 shares; 2025Q2: 30,440 shares; 2025Q3: 30,567 shares; 2025Q4: 30,714 shares 30,714 $3.77M 0.04% +147 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,316 shares; 2024Q4: 28,461 shares; 2025Q1: 27,945 shares; 2025Q2: 28,000 shares; 2025Q3: 27,617 shares; 2025Q4: 27,885 shares 27,885 $3.72M 0.04% +268 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,346 shares; 2024Q4: 9,401 shares; 2025Q1: 9,577 shares; 2025Q2: 9,800 shares; 2025Q3: 9,363 shares; 2025Q4: 9,392 shares 9,392 $3.7M 0.04% +29 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,665 shares; 2024Q4: 12,105 shares; 2025Q1: 12,322 shares; 2025Q2: 12,457 shares; 2025Q3: 12,407 shares; 2025Q4: 12,716 shares 12,716 $3.66M 0.04% +309 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,041 shares; 2024Q4: 170,776 shares; 2025Q1: 170,729 shares; 2025Q2: 177,130 shares; 2025Q3: 183,188 shares; 2025Q4: 179,444 shares 179,444 $3.61M 0.04% -3,744 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,931 shares; 2024Q4: 13,299 shares; 2025Q1: 17,318 shares; 2025Q2: 22,656 shares; 2025Q3: 24,115 shares; 2025Q4: 26,064 shares 26,064 $3.45M 0.04% +1,949 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 7,173 shares; 2025Q1: 5,275 shares; 2025Q2: 6,971 shares; 2025Q3: 6,852 shares; 2025Q4: 13,343 shares 13,343 $3.44M 0.04% +6,491 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,352 shares; 2024Q4: 72,680 shares; 2025Q1: 81,425 shares; 2025Q2: 78,886 shares; 2025Q3: 77,022 shares; 2025Q4: 68,777 shares 68,777 $3.24M 0.04% -8,245 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,873 shares; 2024Q4: 10,402 shares; 2025Q1: 10,428 shares; 2025Q2: 10,567 shares; 2025Q3: 11,090 shares; 2025Q4: 10,360 shares 10,360 $3.21M 0.04% -730 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 3,997 shares; 2025Q1: 3,844 shares; 2025Q2: 4,226 shares; 2025Q3: 4,232 shares; 2025Q4: 6,836 shares 6,836 $3.19M 0.04% +2,604 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 784 shares; 2025Q1: 3,857 shares; 2025Q2: 3,875 shares; 2025Q3: 4,648 shares; 2025Q4: 4,880 shares 4,880 $3.19M 0.04% +232 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,558 shares; 2024Q4: 10,606 shares; 2025Q1: 10,570 shares; 2025Q2: 11,861 shares; 2025Q3: 12,303 shares; 2025Q4: 12,097 shares 12,097 $3.13M 0.04% -206 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,997 shares; 2024Q4: 32,853 shares; 2025Q1: 33,111 shares; 2025Q2: 34,563 shares; 2025Q3: 35,442 shares; 2025Q4: 34,740 shares 34,740 $3.08M 0.04% -702 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,462 shares; 2025Q4: 14,121 shares 14,121 $3.04M 0.04% +659 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M 0.04% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,408 shares; 2024Q4: 40,885 shares; 2025Q1: 36,546 shares; 2025Q2: 52,648 shares; 2025Q3: 60,692 shares; 2025Q4: 64,963 shares 64,963 $3.01M 0.04% +4,271 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124,906 shares; 2025Q4: 120,576 shares 120,576 $2.91M 0.03% -4,330 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,719 shares 20,719 $2.9M 0.03% new Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,004 shares; 2025Q4: 19,440 shares 19,440 $2.82M 0.03% -12,564 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 840 shares; 2025Q1: 843 shares; 2025Q2: 862 shares; 2025Q3: 8,412 shares; 2025Q4: 5,942 shares 5,942 $2.79M 0.03% -2,470 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,929 shares; 2025Q2: 50,176 shares; 2025Q3: 60,716 shares; 2025Q4: 69,287 shares 69,287 $2.67M 0.03% +8,571 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 8,767 shares; 2025Q1: 8,926 shares; 2025Q2: 8,913 shares; 2025Q3: 8,793 shares; 2025Q4: 8,877 shares 8,877 $2.65M 0.03% +84 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,290 shares; 2025Q1: 1,683 shares; 2025Q2: 10,588 shares; 2025Q3: 10,714 shares; 2025Q4: 10,708 shares 10,708 $2.6M 0.03% -6 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,545 shares; 2024Q4: 144,890 shares; 2025Q1: 214,686 shares; 2025Q2: 254,689 shares; 2025Q3: 257,353 shares; 2025Q4: 248,614 shares 248,614 $2.58M 0.03% -8,739 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,601 shares; 2025Q1: 4,589 shares; 2025Q2: 5,454 shares; 2025Q3: 5,692 shares; 2025Q4: 6,810 shares 6,810 $2.52M 0.03% +1,118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,521 shares; 2024Q4: 8,486 shares; 2025Q1: 8,922 shares; 2025Q2: 8,701 shares; 2025Q3: 9,613 shares; 2025Q4: 9,692 shares 9,692 $2.49M 0.03% +79 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,857 shares; 2024Q4: 277,859 shares; 2025Q1: 363,985 shares; 2025Q2: 26,625 shares; 2025Q3: 25,522 shares; 2025Q4: 24,822 shares 24,822 $2.46M 0.03% -700 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 23,259 shares; 2025Q1: 16,252 shares; 2025Q2: 16,011 shares; 2025Q3: 16,507 shares; 2025Q4: 19,250 shares 19,250 $2.37M 0.03% +2,743 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,208 shares; 2024Q4: 36,571 shares; 2025Q1: 35,643 shares; 2025Q2: 34,774 shares; 2025Q3: 35,480 shares; 2025Q4: 35,109 shares 35,109 $2.34M 0.03% -371 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,169 shares; 2024Q4: 408,461 shares; 2025Q1: 432,848 shares; 2025Q2: 21,798 shares; 2025Q3: 21,245 shares; 2025Q4: 20,103 shares 20,103 $2.29M 0.03% -1,142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,246 shares; 2024Q4: 7,468 shares; 2025Q1: 7,504 shares; 2025Q2: 7,273 shares; 2025Q3: 7,175 shares; 2025Q4: 9,236 shares 9,236 $2.23M 0.03% +2,061 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,144 shares; 2024Q4: 24,950 shares; 2025Q1: 27,810 shares; 2025Q2: 28,608 shares; 2025Q3: 30,548 shares; 2025Q4: 40,300 shares 40,300 $2.21M 0.03% +9,752 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 4,120 shares; 2025Q1: 4,184 shares; 2025Q2: 4,421 shares; 2025Q3: 5,126 shares; 2025Q4: 8,066 shares 8,066 $2.19M 0.03% +2,940 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 7,969 shares; 2025Q1: 7,938 shares; 2025Q2: 9,996 shares; 2025Q3: 11,520 shares; 2025Q4: 11,950 shares 11,950 $2.12M 0.02% +430 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,554 shares 43,554 $2.12M 0.02% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,593 shares; 2024Q4: 5,713 shares; 2025Q1: 4,457 shares; 2025Q2: 4,700 shares; 2025Q3: 4,679 shares; 2025Q4: 4,343 shares 4,343 $2.06M 0.02% -336 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,252 shares; 2024Q4: 176,782 shares; 2025Q1: 176,688 shares; 2025Q2: 180,830 shares; 2025Q3: 183,100 shares; 2025Q4: 186,155 shares 186,155 $2.05M 0.02% +3,055 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,108 shares; 2024Q4: 10,482 shares; 2025Q1: 9,149 shares; 2025Q2: 16,077 shares; 2025Q3: 18,020 shares; 2025Q4: 22,859 shares 22,859 $2.05M 0.02% +4,839 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,098 shares; 2024Q4: 8,597 shares; 2025Q1: 8,953 shares; 2025Q2: 8,034 shares; 2025Q3: 8,034 shares; 2025Q4: 13,717 shares 13,717 $2.04M 0.02% +5,683 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,639 shares; 2024Q4: 65,791 shares; 2025Q1: 66,270 shares; 2025Q2: 74,672 shares; 2025Q3: 76,938 shares; 2025Q4: 79,298 shares 79,298 $2.03M 0.02% +2,360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 754 shares; 2025Q1: 790 shares; 2025Q2: 930 shares; 2025Q3: 2,232 shares; 2025Q4: 2,254 shares 2,254 $1.98M 0.02% +22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,207 shares; 2024Q4: 3,406 shares; 2025Q1: 3,367 shares; 2025Q2: 3,540 shares; 2025Q3: 4,226 shares; 2025Q4: 4,700 shares 4,700 $1.86M 0.02% +474 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 4,318 shares; 2025Q1: 4,076 shares; 2025Q2: 4,541 shares; 2025Q3: 5,327 shares; 2025Q4: 4,982 shares 4,982 $1.86M 0.02% -345 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,498 shares; 2025Q4: 34,246 shares 34,246 $1.83M 0.02% +1,748 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,249 shares; 2025Q1: 2,608 shares; 2025Q2: 6,182 shares; 2025Q3: 6,918 shares; 2025Q4: 7,450 shares 7,450 $1.81M 0.02% +532 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,051 shares; 2025Q1: 1,077 shares; 2025Q2: 1,116 shares; 2025Q3: 1,066 shares; 2025Q4: 1,949 shares 1,949 $1.71M 0.02% +883 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,533 shares; 2024Q4: 36,256 shares; 2025Q1: 36,939 shares; 2025Q2: 6,171 shares; 2025Q3: 5,271 shares; 2025Q4: 4,689 shares 4,689 $1.64M 0.02% -582 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,824 shares; 2024Q4: 14,984 shares; 2025Q1: 14,355 shares; 2025Q2: 14,661 shares; 2025Q3: 14,948 shares; 2025Q4: 15,932 shares 15,932 $1.62M 0.02% +984 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,443 shares; 2024Q4: 4,605 shares; 2025Q1: 4,520 shares; 2025Q2: 6,049 shares; 2025Q3: 6,182 shares; 2025Q4: 8,081 shares 8,081 $1.61M 0.02% +1,899 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,846 shares; 2024Q4: 7,887 shares; 2025Q1: 7,029 shares; 2025Q2: 6,970 shares; 2025Q3: 7,017 shares; 2025Q4: 7,100 shares 7,100 $1.5M 0.02% +83 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,408 shares; 2024Q4: 59,915 shares; 2025Q1: 62,192 shares; 2025Q2: 62,077 shares; 2025Q3: 61,714 shares; 2025Q4: 64,184 shares 64,184 $1.47M 0.02% +2,470 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,321 shares; 2024Q4: 8,124 shares; 2025Q1: 6,956 shares; 2025Q2: 6,359 shares; 2025Q3: 6,755 shares; 2025Q4: 6,419 shares 6,419 $1.44M 0.02% -336 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 4,021 shares; 2025Q1: 4,101 shares; 2025Q2: 4,111 shares; 2025Q3: 4,419 shares; 2025Q4: 4,338 shares 4,338 $1.43M 0.02% -81 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,480 shares; 2025Q1: 2,347 shares; 2025Q2: 3,588 shares; 2025Q3: 4,464 shares; 2025Q4: 9,874 shares 9,874 $1.42M 0.02% +5,410 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 3,845 shares; 2025Q1: 3,285 shares; 2025Q2: 4,768 shares; 2025Q3: 4,679 shares; 2025Q4: 6,122 shares 6,122 $1.42M 0.02% +1,443 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477,363 shares; 2024Q4: 1,488,189 shares; 2025Q1: 1,577,006 shares; 2025Q2: 1,669,016 shares; 2025Q3: 64,234 shares; 2025Q4: 54,914 shares 54,914 $1.39M 0.02% -9,320 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 6,191 shares; 2025Q1: 6,048 shares; 2025Q2: 5,606 shares; 2025Q3: 5,595 shares; 2025Q4: 6,474 shares 6,474 $1.36M 0.02% +879 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 4,466 shares; 2025Q1: 3,297 shares; 2025Q2: 4,340 shares; 2025Q3: 4,379 shares; 2025Q4: 5,426 shares 5,426 $1.34M 0.02% +1,047 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,144 shares; 2024Q4: 65,822 shares; 2025Q1: 68,582 shares; 2025Q2: 68,862 shares; 2025Q3: 68,641 shares; 2025Q4: 69,736 shares 69,736 $1.32M 0.02% +1,095 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,804 shares 8,804 $1.31M 0.02% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 3,795 shares; 2025Q1: 3,665 shares; 2025Q2: 3,854 shares; 2025Q3: 3,845 shares; 2025Q4: 4,159 shares 4,159 $1.31M 0.02% +314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 704 shares; 2025Q1: 841 shares; 2025Q2: 1,004 shares; 2025Q3: 1,220 shares; 2025Q4: 1,222 shares 1,222 $1.31M 0.02% +2 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,095 shares 92,095 $1.31M 0.02% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 8,915 shares 8,915 $1.26M 0.01% +7,420 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,319 shares; 2024Q4: 11,030 shares; 2025Q1: 10,900 shares; 2025Q2: 10,679 shares; 2025Q3: 10,809 shares; 2025Q4: 11,351 shares 11,351 $1.25M 0.01% +542 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 3,456 shares; 2025Q1: 3,468 shares; 2025Q2: 3,363 shares; 2025Q3: 3,948 shares; 2025Q4: 4,347 shares 4,347 $1.24M 0.01% +399 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,269 shares; 2025Q1: 4,266 shares; 2025Q2: 4,270 shares; 2025Q3: 4,507 shares; 2025Q4: 4,507 shares 4,507 $1.24M 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 4,959 shares; 2025Q1: 5,235 shares; 2025Q2: 4,951 shares; 2025Q3: 5,609 shares; 2025Q4: 5,443 shares 5,443 $1.24M 0.01% -166 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179,716 shares; 2025Q1: 204,662 shares; 2025Q2: 213,431 shares; 2025Q3: 220,935 shares; 2025Q4: 15,435 shares 15,435 $1.22M 0.01% -205,500 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 7,398 shares; 2025Q1: 6,565 shares; 2025Q2: 10,708 shares; 2025Q3: 9,905 shares; 2025Q4: 18,086 shares 18,086 $1.22M 0.01% +8,181 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,311 shares; 2025Q4: 7,419 shares 7,419 $1.19M 0.01% +1,108 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,777 shares; 2025Q1: 3,770 shares; 2025Q2: 3,961 shares; 2025Q3: 3,986 shares; 2025Q4: 5,078 shares 5,078 $1.19M 0.01% +1,092 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,042 shares; 2024Q4: 18,553 shares; 2025Q1: 20,531 shares; 2025Q2: 20,979 shares; 2025Q3: 20,893 shares; 2025Q4: 20,895 shares 20,895 $1.19M 0.01% +2 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,631 shares; 2025Q3: 17,353 shares; 2025Q4: 17,269 shares 17,269 $1.18M 0.01% -84 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,053 shares; 2024Q4: 57,042 shares; 2025Q1: 51,638 shares; 2025Q2: 48,856 shares; 2025Q3: 48,583 shares; 2025Q4: 38,542 shares 38,542 $1.15M 0.01% -10,041 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,680 shares; 2024Q4: 11,037 shares; 2025Q1: 10,175 shares; 2025Q2: 10,148 shares; 2025Q3: 10,108 shares; 2025Q4: 11,946 shares 11,946 $1.15M 0.01% +1,838 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,455 shares; 2025Q1: 7,793 shares; 2025Q2: 7,766 shares; 2025Q3: 7,787 shares; 2025Q4: 7,818 shares 7,818 $1.15M 0.01% +31 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,559 shares; 2024Q4: 7,333 shares; 2025Q1: 7,474 shares; 2025Q2: 8,382 shares; 2025Q3: 8,251 shares; 2025Q4: 8,166 shares 8,166 $1.13M 0.01% -85 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 8,090 shares; 2025Q1: 11,980 shares; 2025Q2: 12,351 shares; 2025Q3: 11,730 shares; 2025Q4: 11,813 shares 11,813 $1.11M 0.01% +83 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 18,850 shares; 2025Q1: 19,629 shares; 2025Q2: 31,671 shares; 2025Q3: 36,215 shares; 2025Q4: 43,929 shares 43,929 $1.09M 0.01% +7,714 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,220 shares; 2025Q1: 2,428 shares; 2025Q2: 2,452 shares; 2025Q3: 2,512 shares; 2025Q4: 2,842 shares 2,842 $1.09M 0.01% +330 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,629 shares; 2025Q1: 1,738 shares; 2025Q2: 1,565 shares; 2025Q3: 1,656 shares; 2025Q4: 1,627 shares 1,627 $1.08M 0.01% -29 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 4,513 shares; 2025Q1: 4,355 shares; 2025Q2: 3,883 shares; 2025Q3: 3,863 shares; 2025Q4: 4,990 shares 4,990 $1.06M 0.01% +1,127 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,514 shares; 2025Q1: 2,747 shares; 2025Q2: 2,808 shares; 2025Q3: 2,883 shares; 2025Q4: 2,840 shares 2,840 $959K 0.01% -43 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 4,647 shares; 2025Q1: 5,014 shares; 2025Q2: 5,480 shares; 2025Q3: 6,424 shares; 2025Q4: 6,985 shares 6,985 $944K 0.01% +561 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,187 shares; 2025Q4: 11,368 shares 11,368 $932K 0.01% +181 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,958 shares; 2025Q2: 28,233 shares; 2025Q3: 29,152 shares; 2025Q4: 31,178 shares 31,178 $931K 0.01% +2,026 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 3,415 shares; 2025Q1: 3,065 shares; 2025Q2: 3,404 shares; 2025Q3: 3,452 shares; 2025Q4: 3,669 shares 3,669 $930K 0.01% +217 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,076 shares; 2024Q4: 21,100 shares; 2025Q1: 20,082 shares; 2025Q2: 20,742 shares; 2025Q3: 20,239 shares; 2025Q4: 20,067 shares 20,067 $921K 0.01% -172 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 4,615 shares; 2025Q1: 4,350 shares; 2025Q2: 4,431 shares; 2025Q3: 4,364 shares; 2025Q4: 4,359 shares 4,359 $912K 0.01% -5 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,157 shares; 2025Q1: 9,157 shares; 2025Q2: 9,157 shares; 2025Q3: 9,157 shares; 2025Q4: 8,683 shares 8,683 $882K 0.01% -474 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,302 shares; 2025Q1: 3,304 shares; 2025Q2: 3,520 shares; 2025Q3: 3,518 shares; 2025Q4: 3,899 shares 3,899 $871K 0.01% +381 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 4,890 shares; 2025Q1: 4,545 shares; 2025Q2: 4,703 shares; 2025Q3: 5,506 shares; 2025Q4: 5,386 shares 5,386 $869K 0.01% -120 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 5,459 shares; 2025Q1: 5,401 shares; 2025Q2: 5,523 shares; 2025Q3: 6,397 shares; 2025Q4: 7,328 shares 7,328 $851K 0.01% +931 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,045 shares; 2025Q1: 2,032 shares; 2025Q2: 2,066 shares; 2025Q3: 2,062 shares; 2025Q4: 2,171 shares 2,171 $845K 0.01% +109 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,691 shares; 2024Q4: 8,436 shares; 2025Q1: 7,896 shares; 2025Q2: 6,228 shares; 2025Q3: 7,083 shares; 2025Q4: 7,002 shares 7,002 $842K 0.01% -81 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,832 shares; 2025Q1: 1,753 shares; 2025Q2: 1,756 shares; 2025Q3: 2,057 shares; 2025Q4: 2,445 shares 2,445 $823K 0.01% +388 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,005 shares; 2025Q1: 1,016 shares; 2025Q2: 1,472 shares; 2025Q3: 1,504 shares; 2025Q4: 1,929 shares 1,929 $814K 0.01% +425 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 6,197 shares; 2025Q1: 6,182 shares; 2025Q2: 5,231 shares; 2025Q3: 6,571 shares; 2025Q4: 6,542 shares 6,542 $812K 0.01% -29 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 3,805 shares; 2025Q1: 3,867 shares; 2025Q2: 4,701 shares; 2025Q3: 4,704 shares; 2025Q4: 4,199 shares 4,199 $790K 0.01% -505 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,596 shares; 2025Q1: 2,805 shares; 2025Q2: 2,462 shares; 2025Q3: 2,595 shares; 2025Q4: 8,324 shares 8,324 $784K 0.01% +5,729 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 771 shares; 2025Q1: 745 shares; 2025Q2: 747 shares; 2025Q3: 730 shares; 2025Q4: 774 shares 774 $781K 0.01% +44 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,904 shares; 2025Q1: 6,077 shares; 2025Q2: 6,080 shares; 2025Q3: 6,023 shares; 2025Q4: 6,167 shares 6,167 $777K 0.01% +144 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 4,059 shares; 2025Q1: 4,612 shares; 2025Q2: 4,427 shares; 2025Q3: 5,416 shares; 2025Q4: 9,314 shares 9,314 $773K 0.01% +3,898 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,316 shares; 2025Q1: 2,683 shares; 2025Q2: 2,457 shares; 2025Q3: 2,467 shares; 2025Q4: 2,668 shares 2,668 $771K 0.01% +201 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,989 shares; 2025Q1: 4,289 shares; 2025Q2: 3,532 shares; 2025Q3: 5,352 shares; 2025Q4: 5,867 shares 5,867 $769K 0.01% +515 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,391 shares; 2024Q4: 14,004 shares; 2025Q1: 13,712 shares; 2025Q2: 14,278 shares; 2025Q3: 15,031 shares; 2025Q4: 13,971 shares 13,971 $752K 0.01% -1,060 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,541 shares; 2024Q4: 14,246 shares; 2025Q1: 1,271 shares; 2025Q2: 1,326 shares; 2025Q3: 1,552 shares; 2025Q4: 1,652 shares 1,652 $749K 0.01% +100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,436 shares; 2025Q1: 1,351 shares; 2025Q2: 1,252 shares; 2025Q3: 1,328 shares; 2025Q4: 1,303 shares 1,303 $743K 0.01% -25 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,338 shares; 2024Q4: 7,917 shares; 2025Q1: 8,162 shares; 2025Q2: 7,934 shares; 2025Q3: 7,537 shares; 2025Q4: 8,080 shares 8,080 $743K 0.01% +543 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,366 shares; 2025Q2: 3,039 shares; 2025Q3: 3,329 shares; 2025Q4: 16,298 shares 16,298 $729K 0.01% +12,969 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,470 shares; 2025Q1: 2,534 shares; 2025Q2: 2,695 shares; 2025Q3: 4,348 shares; 2025Q4: 2,948 shares 2,948 $726K 0.01% -1,400 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,829 shares; 2025Q1: 3,907 shares; 2025Q2: 3,885 shares; 2025Q3: 3,835 shares; 2025Q4: 3,859 shares 3,859 $714K 0.01% +24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,617 shares; 2025Q1: 2,239 shares; 2025Q2: 2,382 shares; 2025Q3: 2,379 shares; 2025Q4: 4,354 shares 4,354 $709K 0.01% +1,975 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 17,378 shares; 2025Q1: 17,004 shares; 2025Q2: 17,089 shares; 2025Q3: 16,274 shares; 2025Q4: 13,998 shares 13,998 $700K 0.01% -2,276 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,035 shares; 2025Q1: 1,051 shares; 2025Q2: 2,200 shares; 2025Q3: 2,313 shares; 2025Q4: 2,486 shares 2,486 $694K 0.01% +173 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 3,147 shares; 2025Q1: 3,270 shares; 2025Q2: 3,272 shares; 2025Q3: 3,234 shares; 2025Q4: 3,334 shares 3,334 $692K 0.01% +100 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,012 shares 15,012 $681K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,219 shares; 2024Q4: 8,255 shares; 2025Q1: 8,770 shares; 2025Q2: 4,067 shares; 2025Q3: 5,222 shares; 2025Q4: 7,959 shares 7,959 $676K 0.01% +2,737 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 81 shares; 2025Q1: 90 shares; 2025Q2: 97 shares; 2025Q3: 103 shares; 2025Q4: 124 shares 124 $668K 0.01% +21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,834 shares; 2024Q4: 12,419 shares; 2025Q1: 12,402 shares; 2025Q2: 12,046 shares; 2025Q3: 11,459 shares; 2025Q4: 8,259 shares 8,259 $663K 0.01% -3,200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,734 shares; 2024Q4: 13,212 shares; 2025Q1: 10,808 shares; 2025Q2: 10,294 shares; 2025Q3: 10,459 shares; 2025Q4: 10,339 shares 10,339 $659K 0.01% -120 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,968 shares 12,968 $656K 0.01% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,502 shares; 2025Q1: 6,064 shares; 2025Q2: 5,739 shares; 2025Q3: 6,815 shares; 2025Q4: 7,045 shares 7,045 $651K 0.01% +230 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,737 shares; 2025Q3: 4,681 shares; 2025Q4: 8,428 shares 8,428 $636K 0.01% +3,747 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 4,192 shares; 2025Q1: 4,225 shares; 2025Q2: 5,726 shares; 2025Q3: 5,925 shares; 2025Q4: 5,453 shares 5,453 $629K 0.01% -472 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 7,047 shares; 2025Q1: 7,140 shares; 2025Q2: 6,898 shares; 2025Q3: 6,949 shares; 2025Q4: 7,105 shares 7,105 $629K 0.01% +156 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,026 shares; 2025Q1: 6,013 shares; 2025Q2: 5,722 shares; 2025Q3: 5,263 shares; 2025Q4: 5,263 shares 5,263 $625K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,452 shares; 2025Q1: 4,400 shares; 2025Q2: 6,446 shares; 2025Q3: 6,296 shares; 2025Q4: 6,472 shares 6,472 $617K 0.01% +176 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 3,603 shares; 2025Q1: 3,258 shares; 2025Q2: 3,759 shares; 2025Q3: 3,612 shares; 2025Q4: 3,645 shares 3,645 $612K 0.01% +33 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 7,596 shares; 2025Q1: 7,596 shares; 2025Q2: 7,596 shares; 2025Q3: 7,282 shares; 2025Q4: 7,159 shares 7,159 $611K 0.01% -123 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 5,159 shares; 2025Q1: 5,159 shares; 2025Q2: 5,159 shares; 2025Q3: 5,159 shares; 2025Q4: 5,159 shares 5,159 $606K 0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,051 shares; 2025Q1: 2,863 shares; 2025Q2: 2,656 shares; 2025Q3: 2,667 shares; 2025Q4: 2,129 shares 2,129 $605K 0.01% -538 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 861 shares; 2025Q2: 1,113 shares; 2025Q3: 1,970 shares; 2025Q4: 1,934 shares 1,934 $605K 0.01% -36 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,284 shares 1,284 $602K 0.01% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,696 shares; 2025Q1: 2,719 shares; 2025Q2: 2,724 shares; 2025Q3: 2,765 shares; 2025Q4: 2,744 shares 2,744 $596K 0.01% -21 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,819 shares; 2025Q4: 4,819 shares 4,819 $594K 0.01% 0 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 4,166 shares; 2025Q1: 3,666 shares; 2025Q2: 3,666 shares; 2025Q3: 3,666 shares; 2025Q4: 3,566 shares 3,566 $586K 0.01% -100 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares 9,200 $579K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 2,551 shares; 2025Q1: 2,551 shares; 2025Q2: 1,457 shares; 2025Q3: 2,457 shares; 2025Q4: 2,547 shares 2,547 $572K 0.01% +90 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,472 shares; 2025Q4: 11,253 shares 11,253 $571K 0.01% +6,781 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 6,163 shares; 2025Q1: 6,286 shares; 2025Q2: 6,514 shares; 2025Q3: 6,589 shares; 2025Q4: 7,433 shares 7,433 $570K 0.01% +844 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,741 shares; 2024Q4: 18,741 shares; 2025Q1: 18,741 shares; 2025Q2: 18,741 shares; 2025Q3: 18,741 shares; 2025Q4: 18,741 shares 18,741 $567K 0.01% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,439 shares; 2025Q2: 7,439 shares; 2025Q3: 7,439 shares; 2025Q4: 7,279 shares 7,279 $562K 0.01% -160 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 6,172 shares; 2025Q1: 6,308 shares; 2025Q2: 6,742 shares; 2025Q3: 6,463 shares; 2025Q4: 7,195 shares 7,195 $558K 0.01% +732 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 783 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 1,189 shares; 2025Q4: 1,239 shares 1,239 $551K 0.01% +50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 4,675 shares; 2025Q1: 4,852 shares; 2025Q2: 5,097 shares; 2025Q3: 5,049 shares; 2025Q4: 5,185 shares 5,185 $547K 0.01% +136 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 997 shares; 2025Q3: 897 shares; 2025Q4: 897 shares 897 $541K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,127 shares; 2025Q4: 3,315 shares 3,315 $537K 0.01% +188 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,399 shares; 2025Q4: 1,491 shares 1,491 $537K 0.01% +92 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,964 shares; 2024Q4: 6,380 shares; 2025Q1: 6,848 shares; 2025Q2: 6,781 shares; 2025Q3: 6,619 shares; 2025Q4: 6,623 shares 6,623 $531K 0.01% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,863 shares; 2025Q1: 3,348 shares; 2025Q2: 5,301 shares; 2025Q3: 5,240 shares; 2025Q4: 5,741 shares 5,741 $531K 0.01% +501 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 4,612 shares; 2025Q1: 5,814 shares; 2025Q2: 6,287 shares; 2025Q3: 6,398 shares; 2025Q4: 6,464 shares 6,464 $528K 0.01% +66 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 6,072 shares; 2025Q1: 6,877 shares; 2025Q2: 3,734 shares; 2025Q3: 3,734 shares; 2025Q4: 3,225 shares 3,225 $525K 0.01% -509 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,594 shares; 2025Q1: 2,368 shares; 2025Q2: 2,313 shares; 2025Q3: 2,312 shares; 2025Q4: 2,414 shares 2,414 $524K 0.01% +102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,979 shares; 2025Q1: 1,720 shares; 2025Q2: 1,803 shares; 2025Q3: 1,818 shares; 2025Q4: 1,790 shares 1,790 $519K 0.01% -28 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,583 shares 2,583 $516K 0.01% +383 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 7,210 shares; 2025Q1: 7,210 shares; 2025Q2: 7,440 shares; 2025Q3: 7,440 shares; 2025Q4: 11,160 shares 11,160 $512K 0.01% +3,720 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 2,192 shares; 2025Q1: 2,417 shares; 2025Q2: 2,251 shares; 2025Q3: 2,416 shares; 2025Q4: 2,758 shares 2,758 $512K 0.01% +342 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,393 shares; 2025Q4: 7,270 shares 7,270 $510K 0.01% -123 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,388 shares; 2025Q1: 1,329 shares; 2025Q2: 1,635 shares; 2025Q3: 1,663 shares; 2025Q4: 1,760 shares 1,760 $508K 0.01% +97 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 6,848 shares; 2025Q1: 7,398 shares; 2025Q2: 7,431 shares; 2025Q3: 7,407 shares; 2025Q4: 7,580 shares 7,580 $508K 0.01% +173 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,986 shares; 2024Q4: 34,086 shares; 2025Q1: 19,086 shares; 2025Q2: 17,803 shares; 2025Q3: 19,253 shares; 2025Q4: 15,374 shares 15,374 $503K 0.01% -3,879 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 6,293 shares; 2025Q1: 4,951 shares; 2025Q2: 4,746 shares; 2025Q3: 5,187 shares; 2025Q4: 4,958 shares 4,958 $500K 0.01% -229 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 11,443 shares; 2025Q1: 12,543 shares; 2025Q2: 13,428 shares; 2025Q3: 36,083 shares; 2025Q4: 38,007 shares 38,007 $499K 0.01% +1,924 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,208 shares 5,208 $495K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 3,766 shares; 2025Q1: 3,839 shares; 2025Q2: 3,968 shares; 2025Q3: 4,988 shares; 2025Q4: 5,059 shares 5,059 $491K 0.01% +71 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,937 shares; 2024Q4: 293,896 shares; 2025Q1: 301,011 shares; 2025Q2: 254,873 shares; 2025Q3: 13,827 shares; 2025Q4: 10,482 shares 10,482 $491K 0.01% -3,345 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 6,139 shares; 2025Q1: 6,009 shares; 2025Q2: 7,917 shares; 2025Q3: 8,001 shares; 2025Q4: 8,308 shares 8,308 $485K 0.01% +307 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,661 shares; 2025Q3: 7,074 shares; 2025Q4: 7,074 shares 7,074 $481K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 576 shares; 2025Q4: 824 shares 824 $479K 0.01% +248 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,018 shares; 2025Q3: 1,889 shares; 2025Q4: 2,319 shares 2,319 $476K 0.01% +430 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 10,000 shares; 2025Q1: 10,049 shares; 2025Q2: 9,139 shares; 2025Q3: 9,291 shares; 2025Q4: 9,356 shares 9,356 $475K 0.01% +65 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 20,416 shares; 2025Q1: 3,400 shares; 2025Q2: 2,996 shares; 2025Q3: 3,241 shares; 2025Q4: 3,068 shares 3,068 $475K 0.01% -173 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 10,894 shares; 2025Q1: 9,262 shares; 2025Q2: 9,809 shares; 2025Q3: 10,953 shares; 2025Q4: 12,868 shares 12,868 $475K 0.01% +1,915 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,988 shares; 2024Q4: 12,750 shares; 2025Q1: 13,250 shares; 2025Q2: 12,750 shares; 2025Q3: 13,669 shares; 2025Q4: 14,792 shares 14,792 $474K 0.01% +1,123 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 2,401 shares; 2025Q1: 2,796 shares; 2025Q2: 2,782 shares; 2025Q3: 3,506 shares; 2025Q4: 3,709 shares 3,709 $473K 0.01% +203 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,377 shares; 2025Q4: 1,462 shares 1,462 $465K 0.01% +85 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 789 shares; 2025Q1: 794 shares; 2025Q2: 774 shares; 2025Q3: 792 shares; 2025Q4: 899 shares 899 $459K 0.01% +107 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,592 shares 5,592 $454K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 3,898 shares; 2025Q1: 7,357 shares; 2025Q2: 7,351 shares; 2025Q3: 7,345 shares; 2025Q4: 7,229 shares 7,229 $452K 0.01% -116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 5,245 shares; 2025Q1: 5,286 shares; 2025Q2: 5,287 shares; 2025Q3: 5,319 shares; 2025Q4: 5,341 shares 5,341 $448K 0.01% +22 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 4,051 shares; 2025Q1: 4,009 shares; 2025Q2: 4,050 shares; 2025Q3: 4,061 shares; 2025Q4: 3,991 shares 3,991 $448K 0.01% -70 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,149 shares; 2025Q1: 2,027 shares; 2025Q2: 1,983 shares; 2025Q3: 1,952 shares; 2025Q4: 1,724 shares 1,724 $447K 0.01% -228 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 3,577 shares; 2025Q4: 3,693 shares 3,693 $442K 0.01% +116 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,171 shares; 2025Q2: 2,006 shares; 2025Q3: 2,077 shares; 2025Q4: 2,166 shares 2,166 $440K 0.01% +89 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,353 shares; 2025Q4: 8,642 shares 8,642 $440K 0.01% +4,289 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,776 shares; 2024Q4: 55,315 shares; 2025Q1: 55,655 shares; 2025Q2: 55,231 shares; 2025Q3: 55,509 shares; 2025Q4: 4,378 shares 4,378 $437K 0.01% -51,131 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 500 shares; 2025Q1: 564 shares; 2025Q2: 586 shares; 2025Q3: 594 shares; 2025Q4: 569 shares 569 $436K 0.01% -25 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,077 shares 3,077 $434K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,350 shares 2,350 $434K 0.01% new Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 4,935 shares; 2025Q1: 4,935 shares; 2025Q2: 4,935 shares; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares 4,935 $429K 0.01% 0 Timeline PPA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,504 shares; 2025Q3: 2,669 shares; 2025Q4: 2,731 shares 2,731 $428K 0.01% +62 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares 4,200 $427K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,178 shares; 2025Q1: 1,241 shares; 2025Q2: 1,249 shares; 2025Q3: 1,238 shares; 2025Q4: 1,237 shares 1,237 $426K 0.01% -1 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 9,934 shares; 2025Q1: 9,720 shares; 2025Q2: 14,512 shares; 2025Q3: 14,724 shares; 2025Q4: 15,700 shares 15,700 $422K <0.01% +976 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 4,772 shares; 2025Q1: 4,772 shares; 2025Q2: 3,982 shares; 2025Q3: 4,064 shares; 2025Q4: 4,064 shares 4,064 $421K <0.01% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,731 shares; 2025Q2: 7,631 shares; 2025Q3: 7,631 shares; 2025Q4: 8,012 shares 8,012 $419K <0.01% +381 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,556 shares; 2024Q4: 7,561 shares; 2025Q1: 4,098 shares; 2025Q2: 4,095 shares; 2025Q3: 3,903 shares; 2025Q4: 3,881 shares 3,881 $416K <0.01% -22 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 911 shares; 2025Q1: 900 shares; 2025Q2: 889 shares; 2025Q3: 878 shares; 2025Q4: 847 shares 847 $415K <0.01% -31 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 7,021 shares; 2025Q1: 7,610 shares; 2025Q2: 6,916 shares; 2025Q3: 6,789 shares; 2025Q4: 6,869 shares 6,869 $415K <0.01% +80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,868 shares; 2024Q4: 8,916 shares; 2025Q1: 9,069 shares; 2025Q2: 9,899 shares; 2025Q3: 9,899 shares; 2025Q4: 9,331 shares 9,331 $414K <0.01% -568 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,629 shares; 2025Q1: 1,470 shares; 2025Q2: 2,768 shares; 2025Q3: 2,820 shares; 2025Q4: 2,321 shares 2,321 $412K <0.01% -499 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 1,075 shares; 2025Q1: 1,030 shares; 2025Q2: 844 shares; 2025Q3: 845 shares; 2025Q4: 845 shares 845 $412K <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares 4,091 $409K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,851 shares; 2025Q2: 2,044 shares; 2025Q3: 1,906 shares; 2025Q4: 1,971 shares 1,971 $405K <0.01% +65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,023 shares; 2024Q4: 7,970 shares; 2025Q1: 8,312 shares; 2025Q2: 8,192 shares; 2025Q3: 8,308 shares; 2025Q4: 7,655 shares 7,655 $405K <0.01% -653 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: 10,081 shares; 2025Q1: 10,081 shares; 2025Q2: 10,112 shares; 2025Q3: 9,645 shares; 2025Q4: 9,267 shares 9,267 $404K <0.01% -378 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,456 shares; 2025Q2: 1,472 shares; 2025Q3: 1,615 shares; 2025Q4: 1,941 shares 1,941 $404K <0.01% +326 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,336 shares; 2025Q1: 2,938 shares; 2025Q2: 2,969 shares; 2025Q3: 2,981 shares; 2025Q4: 3,095 shares 3,095 $404K <0.01% +114 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 10,248 shares; 2025Q1: 9,468 shares; 2025Q2: 9,518 shares; 2025Q3: 9,521 shares; 2025Q4: 11,132 shares 11,132 $404K <0.01% +1,611 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,703 shares 11,703 $402K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 1,582 shares; 2025Q1: 1,978 shares; 2025Q2: 2,254 shares; 2025Q3: 2,259 shares; 2025Q4: 2,470 shares 2,470 $400K <0.01% +211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,737 shares; 2025Q1: 1,679 shares; 2025Q2: 1,545 shares; 2025Q3: 1,850 shares; 2025Q4: 1,439 shares 1,439 $396K <0.01% -411 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,001 shares; 2025Q1: 2,276 shares; 2025Q2: 1,742 shares; 2025Q3: 2,845 shares; 2025Q4: 2,456 shares 2,456 $395K <0.01% -389 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195 shares; 2025Q2: 205 shares; 2025Q3: 298 shares; 2025Q4: 296 shares 296 $394K <0.01% -2 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 948 shares 948 $391K <0.01% +164 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,263 shares; 2024Q4: 8,912 shares; 2025Q1: 8,064 shares; 2025Q2: 7,607 shares; 2025Q3: 7,781 shares; 2025Q4: 7,646 shares 7,646 $389K <0.01% -135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: not reported; 2025Q1: 1,809 shares; 2025Q2: 1,882 shares; 2025Q3: 1,866 shares; 2025Q4: 2,411 shares 2,411 $388K <0.01% +545 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 694 shares; 2025Q4: 805 shares 805 $387K <0.01% +111 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 4,041 shares; 2025Q1: 4,067 shares; 2025Q2: 3,424 shares; 2025Q3: 3,279 shares; 2025Q4: 3,272 shares 3,272 $384K <0.01% -7 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,305 shares; 2024Q4: 55,726 shares; 2025Q1: 7,214 shares; 2025Q2: 7,199 shares; 2025Q3: 7,192 shares; 2025Q4: 7,197 shares 7,197 $381K <0.01% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 712 shares 712 $379K <0.01% -7 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,422 shares 5,422 $377K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,581 shares; 2024Q4: 7,546 shares; 2025Q1: 6,864 shares; 2025Q2: 6,860 shares; 2025Q3: 6,048 shares; 2025Q4: 6,443 shares 6,443 $376K <0.01% +395 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: 11,017 shares; 2025Q1: 5,420 shares; 2025Q2: 5,278 shares; 2025Q3: 5,371 shares; 2025Q4: 5,562 shares 5,562 $375K <0.01% +191 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 12,987 shares; 2025Q1: 13,746 shares; 2025Q2: 13,746 shares; 2025Q3: 13,746 shares; 2025Q4: 13,746 shares 13,746 $374K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,286 shares; 2025Q2: 1,834 shares; 2025Q3: 1,753 shares; 2025Q4: 1,730 shares 1,730 $372K <0.01% -23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,440 shares; 2025Q1: 1,271 shares; 2025Q2: 1,306 shares; 2025Q3: 1,697 shares; 2025Q4: 1,638 shares 1,638 $366K <0.01% -59 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435 shares; 2025Q3: 491 shares; 2025Q4: 711 shares 711 $363K <0.01% +220 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,278 shares; 2025Q1: 1,282 shares; 2025Q2: 1,314 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares 1,435 $360K <0.01% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,904 shares 8,904 $357K <0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,328 shares; 2024Q4: 15,272 shares; 2025Q1: 4,628 shares; 2025Q2: 5,513 shares; 2025Q3: 5,842 shares; 2025Q4: 6,546 shares 6,546 $352K <0.01% +704 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,523 shares; 2024Q4: 13,569 shares; 2025Q1: 12,244 shares; 2025Q2: 12,718 shares; 2025Q3: 11,997 shares; 2025Q4: 13,221 shares 13,221 $347K <0.01% +1,224 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,265 shares; 2024Q4: 6,145 shares; 2025Q1: 6,261 shares; 2025Q2: 4,937 shares; 2025Q3: 4,599 shares; 2025Q4: 4,700 shares 4,700 $345K <0.01% +101 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,340 shares; 2025Q2: 7,340 shares; 2025Q3: 7,355 shares; 2025Q4: 7,355 shares 7,355 $338K <0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,406 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,809 shares 7,809 $338K <0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157 shares; 2025Q4: 157 shares 157 $337K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,801 shares; 2025Q4: 5,787 shares 5,787 $335K <0.01% -14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,674 shares 5,674 $332K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,364 shares; 2025Q3: 1,365 shares; 2025Q4: 2,144 shares 2,144 $332K <0.01% +779 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,629 shares; 2025Q4: 2,569 shares 2,569 $332K <0.01% -60 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,924 shares; 2025Q1: 3,637 shares; 2025Q2: 3,637 shares; 2025Q3: 3,637 shares; 2025Q4: 3,915 shares 3,915 $331K <0.01% +278 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,671 shares; 2025Q1: 1,950 shares; 2025Q2: 2,200 shares; 2025Q3: 1,818 shares; 2025Q4: 1,871 shares 1,871 $329K <0.01% +53 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,555 shares 4,555 $325K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 1,009 shares; 2025Q1: 1,062 shares; 2025Q2: 1,068 shares; 2025Q3: 1,204 shares; 2025Q4: 1,093 shares 1,093 $324K <0.01% -111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,680 shares 1,680 $322K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,537 shares; 2025Q1: 1,155 shares; 2025Q2: 1,331 shares; 2025Q3: 1,017 shares; 2025Q4: 906 shares 906 $318K <0.01% -111 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,661 shares; 2025Q1: 3,448 shares; 2025Q2: 3,242 shares; 2025Q3: not reported; 2025Q4: 3,297 shares 3,297 $317K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,439 shares; 2025Q1: 1,320 shares; 2025Q2: 1,306 shares; 2025Q3: 1,223 shares; 2025Q4: 1,623 shares 1,623 $315K <0.01% +400 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: not reported; 2025Q1: 6,748 shares; 2025Q2: 6,748 shares; 2025Q3: 6,748 shares; 2025Q4: 6,748 shares 6,748 $314K <0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468 shares; 2025Q4: 569 shares 569 $314K <0.01% +101 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 862 shares; 2025Q2: 853 shares; 2025Q3: 863 shares; 2025Q4: 870 shares 870 $313K <0.01% +7 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,417 shares; 2025Q1: 3,347 shares; 2025Q2: 3,892 shares; 2025Q3: 3,312 shares; 2025Q4: 3,862 shares 3,862 $312K <0.01% +550 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,760 shares; 2025Q1: 4,643 shares; 2025Q2: 3,643 shares; 2025Q3: 3,371 shares; 2025Q4: 3,235 shares 3,235 $310K <0.01% -136 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: not reported; 2025Q1: 1,454 shares; 2025Q2: 1,421 shares; 2025Q3: 1,518 shares; 2025Q4: 1,636 shares 1,636 $304K <0.01% +118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 748 shares; 2025Q1: 837 shares; 2025Q2: 836 shares; 2025Q3: 818 shares; 2025Q4: 814 shares 814 $301K <0.01% -4 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,179 shares 4,179 $299K <0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,568 shares; 2025Q1: 3,659 shares; 2025Q2: 4,817 shares; 2025Q3: 3,510 shares; 2025Q4: 3,053 shares 3,053 $293K <0.01% -457 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 571 shares; 2025Q1: 614 shares; 2025Q2: 603 shares; 2025Q3: 599 shares; 2025Q4: 567 shares 567 $290K <0.01% -32 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,122 shares; 2025Q4: 3,078 shares 3,078 $286K <0.01% -44 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,440 shares; 2024Q4: 116,766 shares; 2025Q1: 98,694 shares; 2025Q2: 83,176 shares; 2025Q3: 81,698 shares; 2025Q4: 48,013 shares 48,013 $286K <0.01% -33,685 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,698 shares 4,698 $286K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,821 shares 11,821 $284K <0.01% new Timeline