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: 632,625 shares; 2024Q4: 615,674 shares; 2025Q1: 607,119 shares; 2025Q2: 601,208 shares; 2025Q3: 596,691 shares; 2025Q4: 587,702 shares 587,702 $401M 9.45% -8,989 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: 3,805,322 shares; 2024Q4: 3,798,305 shares; 2025Q1: 3,788,245 shares; 2025Q2: 3,796,616 shares; 2025Q3: 3,798,130 shares; 2025Q4: 3,811,621 shares 3,811,621 $367M 8.65% +13,491 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: 914,767 shares; 2024Q4: 890,840 shares; 2025Q1: 868,950 shares; 2025Q2: 838,266 shares; 2025Q3: 828,158 shares; 2025Q4: 822,617 shares 822,617 $202M 4.77% -5,541 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: 166,091 shares; 2024Q4: 196,617 shares; 2025Q1: 240,875 shares; 2025Q2: 269,806 shares; 2025Q3: 286,899 shares; 2025Q4: 316,444 shares 316,444 $198M 4.68% +29,545 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: 1,587,069 shares; 2024Q4: 1,584,791 shares; 2025Q1: 1,516,188 shares; 2025Q2: 1,515,241 shares; 2025Q3: 1,571,499 shares; 2025Q4: 1,611,901 shares 1,611,901 $136M 3.22% +40,402 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361,908 shares; 2024Q4: 1,369,900 shares; 2025Q1: 1,374,601 shares; 2025Q2: 1,394,825 shares; 2025Q3: 1,426,860 shares; 2025Q4: 1,433,840 shares 1,433,840 $106M 2.5% +6,980 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: 434,428 shares; 2024Q4: 434,285 shares; 2025Q1: 435,365 shares; 2025Q2: 435,607 shares; 2025Q3: 435,268 shares; 2025Q4: 428,293 shares 428,293 $103M 2.43% -6,975 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: 277,652 shares; 2024Q4: 276,967 shares; 2025Q1: 275,050 shares; 2025Q2: 275,620 shares; 2025Q3: 280,811 shares; 2025Q4: 276,015 shares 276,015 $92.5M 2.18% -4,796 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: 333,504 shares; 2024Q4: 329,305 shares; 2025Q1: 337,850 shares; 2025Q2: 341,099 shares; 2025Q3: 339,614 shares; 2025Q4: 331,808 shares 331,808 $90.2M 2.13% -7,806 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: 256,458 shares; 2024Q4: 249,903 shares; 2025Q1: 248,562 shares; 2025Q2: 247,705 shares; 2025Q3: 246,924 shares; 2025Q4: 239,869 shares 239,869 $89.6M 2.11% -7,055 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: 132,473 shares; 2024Q4: 133,782 shares; 2025Q1: 133,213 shares; 2025Q2: 131,452 shares; 2025Q3: 131,513 shares; 2025Q4: 129,949 shares 129,949 $89M 2.1% -1,564 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: 753,338 shares; 2024Q4: 777,876 shares; 2025Q1: 746,275 shares; 2025Q2: 768,291 shares; 2025Q3: 811,834 shares; 2025Q4: 868,268 shares 868,268 $77.7M 1.83% +56,434 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: 781,581 shares; 2024Q4: 750,384 shares; 2025Q1: 716,473 shares; 2025Q2: 709,464 shares; 2025Q3: 707,619 shares; 2025Q4: 702,790 shares 702,790 $67.5M 1.59% -4,829 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: 721,979 shares; 2024Q4: 710,062 shares; 2025Q1: 693,759 shares; 2025Q2: 712,922 shares; 2025Q3: 747,248 shares; 2025Q4: 847,317 shares 847,317 $63.9M 1.51% +100,069 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: 1,226,122 shares; 2024Q4: 1,388,227 shares; 2025Q1: 1,362,560 shares; 2025Q2: 1,235,515 shares; 2025Q3: 1,141,191 shares; 2025Q4: 1,160,606 shares 1,160,606 $61.5M 1.45% +19,415 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: 139,951 shares; 2024Q4: 139,357 shares; 2025Q1: 137,927 shares; 2025Q2: 128,978 shares; 2025Q3: 129,196 shares; 2025Q4: 127,301 shares 127,301 $60.3M 1.42% -1,895 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: 89,774 shares; 2024Q4: 89,368 shares; 2025Q1: 88,347 shares; 2025Q2: 86,652 shares; 2025Q3: 86,664 shares; 2025Q4: 85,655 shares 85,655 $52.6M 1.24% -1,009 Timeline ICVT 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: 480,712 shares; 2024Q4: 479,822 shares; 2025Q1: 488,995 shares; 2025Q2: 487,552 shares; 2025Q3: 496,267 shares; 2025Q4: 526,045 shares 526,045 $51.8M 1.22% +29,778 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: 94,523 shares; 2024Q4: 104,638 shares; 2025Q1: 126,697 shares; 2025Q2: 142,798 shares; 2025Q3: 150,511 shares; 2025Q4: 171,973 shares 171,973 $49.9M 1.18% +21,462 Timeline ACWX 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: 753,505 shares; 2024Q4: 731,310 shares; 2025Q1: 708,737 shares; 2025Q2: 697,291 shares; 2025Q3: 693,955 shares; 2025Q4: 696,149 shares 696,149 $46.7M 1.1% +2,194 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: 356,138 shares; 2024Q4: 349,331 shares; 2025Q1: 342,268 shares; 2025Q2: 337,660 shares; 2025Q3: 330,633 shares; 2025Q4: 319,361 shares 319,361 $45M 1.06% -11,272 Timeline IWN 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: 303,068 shares; 2024Q4: 289,605 shares; 2025Q1: 278,190 shares; 2025Q2: 266,461 shares; 2025Q3: 258,535 shares; 2025Q4: 243,727 shares 243,727 $44.2M 1.04% -14,808 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: 319,095 shares; 2024Q4: 319,992 shares; 2025Q1: 326,156 shares; 2025Q2: 329,913 shares; 2025Q3: 334,634 shares; 2025Q4: 322,291 shares 322,291 $44.1M 1.04% -12,343 Timeline DVY 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: 293,853 shares; 2024Q4: 295,675 shares; 2025Q1: 298,168 shares; 2025Q2: 299,320 shares; 2025Q3: 306,318 shares; 2025Q4: 305,140 shares 305,140 $43.1M 1.02% -1,178 Timeline VTWO 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: 83,140 shares; 2025Q1: 185,460 shares; 2025Q2: 308,028 shares; 2025Q3: 332,090 shares; 2025Q4: 417,552 shares 417,552 $41.6M 0.98% +85,462 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,974 shares; 2024Q4: 485,523 shares; 2025Q1: 571,191 shares; 2025Q2: 588,862 shares; 2025Q3: 627,337 shares; 2025Q4: 613,613 shares 613,613 $41.5M 0.98% -13,724 Timeline GNR 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: 328,050 shares; 2024Q4: 362,805 shares; 2025Q1: 386,185 shares; 2025Q2: 428,714 shares; 2025Q3: 553,766 shares; 2025Q4: 661,418 shares 661,418 $41.1M 0.97% +107,652 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: 108,448 shares; 2024Q4: 107,973 shares; 2025Q1: 106,896 shares; 2025Q2: 104,873 shares; 2025Q3: 101,867 shares; 2025Q4: 99,402 shares 99,402 $39.4M 0.93% -2,465 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: 118,873 shares; 2024Q4: 121,942 shares; 2025Q1: 126,101 shares; 2025Q2: 131,788 shares; 2025Q3: 134,737 shares; 2025Q4: 147,512 shares 147,512 $38.1M 0.9% +12,775 Timeline 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: 70,729 shares; 2024Q4: 71,445 shares; 2025Q1: 72,174 shares; 2025Q2: 72,254 shares; 2025Q3: 70,907 shares; 2025Q4: 71,174 shares 71,174 $34.4M 0.81% +267 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: 91,670 shares; 2024Q4: 89,825 shares; 2025Q1: 89,832 shares; 2025Q2: 89,901 shares; 2025Q3: 89,298 shares; 2025Q4: 97,919 shares 97,919 $33.7M 0.79% +8,621 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: 109,898 shares; 2024Q4: 111,053 shares; 2025Q1: 113,749 shares; 2025Q2: 115,669 shares; 2025Q3: 122,209 shares; 2025Q4: 153,186 shares 153,186 $33.7M 0.79% +30,977 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: 125,538 shares; 2024Q4: 127,273 shares; 2025Q1: 128,861 shares; 2025Q2: 128,173 shares; 2025Q3: 127,454 shares; 2025Q4: 127,173 shares 127,173 $29.4M 0.69% -281 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: 137,688 shares; 2024Q4: 135,574 shares; 2025Q1: 133,918 shares; 2025Q2: 133,535 shares; 2025Q3: 127,104 shares; 2025Q4: 126,261 shares 126,261 $26.6M 0.63% -843 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,933 shares; 2024Q4: 439,779 shares; 2025Q1: 436,981 shares; 2025Q2: 436,153 shares; 2025Q3: 421,124 shares; 2025Q4: 397,605 shares 397,605 $25.6M 0.6% -23,519 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33 $24.9M 0.59% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,128 shares; 2024Q4: 296,011 shares; 2025Q1: 302,350 shares; 2025Q2: 306,824 shares; 2025Q3: 311,574 shares; 2025Q4: 296,752 shares 296,752 $24.1M 0.57% -14,822 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: 53,983 shares; 2024Q4: 52,892 shares; 2025Q1: 66,803 shares; 2025Q2: 66,477 shares; 2025Q3: 65,963 shares; 2025Q4: 67,162 shares 67,162 $21.6M 0.51% +1,199 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: 65,897 shares; 2024Q4: 66,925 shares; 2025Q1: 70,790 shares; 2025Q2: 71,163 shares; 2025Q3: 69,443 shares; 2025Q4: 68,853 shares 68,853 $21.6M 0.51% -590 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: 47,295 shares; 2024Q4: 46,848 shares; 2025Q1: 46,256 shares; 2025Q2: 44,372 shares; 2025Q3: 44,474 shares; 2025Q4: 44,142 shares 44,142 $21.2M 0.5% -332 Timeline ICF 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: 318,719 shares; 2024Q4: 322,093 shares; 2025Q1: 319,196 shares; 2025Q2: 315,405 shares; 2025Q3: 330,217 shares; 2025Q4: 329,124 shares 329,124 $19.6M 0.46% -1,093 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: 62,569 shares; 2024Q4: 61,244 shares; 2025Q1: 63,308 shares; 2025Q2: 63,869 shares; 2025Q3: 62,106 shares; 2025Q4: 62,435 shares 62,435 $19.5M 0.46% +329 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: 107,726 shares; 2024Q4: 100,343 shares; 2025Q1: 100,000 shares; 2025Q2: 102,383 shares; 2025Q3: 100,430 shares; 2025Q4: 97,843 shares 97,843 $18.2M 0.43% -2,587 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449,699 shares; 2024Q4: 1,400,075 shares; 2025Q1: 1,368,839 shares; 2025Q2: 1,093,375 shares; 2025Q3: 1,010,905 shares; 2025Q4: 985,063 shares 985,063 $17.8M 0.42% -25,842 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: 59,625 shares; 2024Q4: 60,035 shares; 2025Q1: 59,279 shares; 2025Q2: 59,325 shares; 2025Q3: 60,812 shares; 2025Q4: 119,876 shares 119,876 $17.3M 0.41% +59,064 Timeline IWO 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: 64,716 shares; 2024Q4: 62,171 shares; 2025Q1: 60,968 shares; 2025Q2: 56,327 shares; 2025Q3: 55,128 shares; 2025Q4: 52,611 shares 52,611 $17M 0.4% -2,517 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: 82,494 shares; 2024Q4: 73,334 shares; 2025Q1: 71,409 shares; 2025Q2: 71,816 shares; 2025Q3: 70,804 shares; 2025Q4: 71,215 shares 71,215 $14.7M 0.35% +411 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,038 shares; 2024Q4: 315,038 shares; 2025Q1: 314,579 shares; 2025Q2: 314,579 shares; 2025Q3: 314,579 shares; 2025Q4: 314,579 shares 314,579 $14.7M 0.35% 0 Timeline MUB 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: 198,012 shares; 2024Q4: 193,241 shares; 2025Q1: 187,774 shares; 2025Q2: 193,558 shares; 2025Q3: 194,671 shares; 2025Q4: 133,167 shares 133,167 $14.3M 0.34% -61,504 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,062 shares; 2024Q4: 179,836 shares; 2025Q1: 181,281 shares; 2025Q2: 181,281 shares; 2025Q3: 181,281 shares; 2025Q4: 183,847 shares 183,847 $13.5M 0.32% +2,566 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: 81,733 shares; 2024Q4: 81,922 shares; 2025Q1: 82,518 shares; 2025Q2: 82,571 shares; 2025Q3: 70,735 shares; 2025Q4: 70,472 shares 70,472 $12.9M 0.3% -263 Timeline VCLT 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: 193,169 shares; 2024Q4: 196,940 shares; 2025Q1: 195,032 shares; 2025Q2: 180,805 shares; 2025Q3: 175,586 shares; 2025Q4: 167,622 shares 167,622 $12.7M 0.3% -7,964 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843,319 shares; 2024Q4: 843,319 shares; 2025Q1: 842,953 shares; 2025Q2: 842,953 shares; 2025Q3: 842,953 shares; 2025Q4: 842,953 shares 842,953 $12.7M 0.3% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,420 shares; 2024Q4: 10,678 shares; 2025Q1: 10,762 shares; 2025Q2: 10,734 shares; 2025Q3: 10,778 shares; 2025Q4: 11,534 shares 11,534 $12.4M 0.29% +756 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,697 shares; 2024Q4: 105,583 shares; 2025Q1: 105,583 shares; 2025Q2: 105,144 shares; 2025Q3: 105,144 shares; 2025Q4: 135,195 shares 135,195 $11.9M 0.28% +30,051 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: 192,680 shares; 2024Q4: 191,521 shares; 2025Q1: 186,024 shares; 2025Q2: 184,526 shares; 2025Q3: 180,466 shares; 2025Q4: 179,950 shares 179,950 $11.9M 0.28% -516 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,899 shares; 2024Q4: 291,236 shares; 2025Q1: 345,638 shares; 2025Q2: 348,632 shares; 2025Q3: 271,588 shares; 2025Q4: 236,758 shares 236,758 $11.7M 0.28% -34,830 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: 161,640 shares; 2024Q4: 159,971 shares; 2025Q1: 145,086 shares; 2025Q2: 146,239 shares; 2025Q3: 149,353 shares; 2025Q4: 172,783 shares 172,783 $11.6M 0.27% +23,430 Timeline CWB 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: 125,606 shares; 2024Q4: 123,376 shares; 2025Q1: 123,072 shares; 2025Q2: 114,047 shares; 2025Q3: 111,071 shares; 2025Q4: 126,567 shares 126,567 $11.3M 0.27% +15,496 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: 38,687 shares; 2024Q4: 60,372 shares; 2025Q1: 60,635 shares; 2025Q2: 59,559 shares; 2025Q3: 71,358 shares; 2025Q4: 72,882 shares 72,882 $11.1M 0.26% +1,524 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: 23,247 shares; 2024Q4: 23,799 shares; 2025Q1: 23,148 shares; 2025Q2: 23,320 shares; 2025Q3: 22,163 shares; 2025Q4: 21,092 shares 21,092 $10.6M 0.25% -1,071 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: 72,321 shares; 2024Q4: 72,526 shares; 2025Q1: 75,800 shares; 2025Q2: 73,959 shares; 2025Q3: 76,425 shares; 2025Q4: 73,850 shares 73,850 $10.6M 0.25% -2,575 Timeline SHV 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: 44,247 shares; 2024Q4: 47,157 shares; 2025Q1: 132,675 shares; 2025Q2: 129,254 shares; 2025Q3: 100,057 shares; 2025Q4: 92,349 shares 92,349 $10.2M 0.24% -7,708 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: 76,235 shares; 2024Q4: 75,727 shares; 2025Q1: 78,049 shares; 2025Q2: 80,417 shares; 2025Q3: 81,345 shares; 2025Q4: 83,555 shares 83,555 $10.1M 0.24% +2,210 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,061 shares; 2024Q4: 191,983 shares; 2025Q1: 135,613 shares; 2025Q2: 135,613 shares; 2025Q3: 135,613 shares; 2025Q4: 162,657 shares 162,657 $9.94M 0.23% +27,044 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,903 shares; 2024Q4: 84,236 shares; 2025Q1: 82,140 shares; 2025Q2: 82,124 shares; 2025Q3: 86,267 shares; 2025Q4: 82,086 shares 82,086 $9.93M 0.23% -4,181 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: 91,618 shares; 2024Q4: 89,449 shares; 2025Q1: 88,146 shares; 2025Q2: 87,381 shares; 2025Q3: 88,661 shares; 2025Q4: 84,996 shares 84,996 $9.92M 0.23% -3,665 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: 80,496 shares; 2024Q4: 79,393 shares; 2025Q1: 95,801 shares; 2025Q2: 96,983 shares; 2025Q3: 95,500 shares; 2025Q4: 96,022 shares 96,022 $9.59M 0.23% +522 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: 37,116 shares; 2024Q4: 37,142 shares; 2025Q1: 35,307 shares; 2025Q2: 30,277 shares; 2025Q3: 76,273 shares; 2025Q4: 90,499 shares 90,499 $9.53M 0.22% +14,226 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: 25,623 shares; 2024Q4: 25,663 shares; 2025Q1: 25,573 shares; 2025Q2: 25,202 shares; 2025Q3: 25,216 shares; 2025Q4: 25,413 shares 25,413 $9.4M 0.22% +197 Timeline PFF 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: 329,332 shares; 2024Q4: 344,270 shares; 2025Q1: 338,309 shares; 2025Q2: 312,993 shares; 2025Q3: 313,463 shares; 2025Q4: 299,536 shares 299,536 $9.27M 0.22% -13,927 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: 130,016 shares; 2024Q4: 127,177 shares; 2025Q1: 128,693 shares; 2025Q2: 131,102 shares; 2025Q3: 130,417 shares; 2025Q4: 130,026 shares 130,026 $9.09M 0.21% -391 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: 57,428 shares; 2024Q4: 57,406 shares; 2025Q1: 57,191 shares; 2025Q2: 56,983 shares; 2025Q3: 56,838 shares; 2025Q4: 56,470 shares 56,470 $8.67M 0.2% -368 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: 113,975 shares; 2024Q4: 99,858 shares; 2025Q1: 109,512 shares; 2025Q2: 110,770 shares; 2025Q3: 110,928 shares; 2025Q4: 108,953 shares 108,953 $8.65M 0.2% -1,975 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,160 shares; 2024Q4: 52,301 shares; 2025Q1: 109,454 shares; 2025Q2: 112,264 shares; 2025Q3: 140,804 shares; 2025Q4: 178,499 shares 178,499 $8.63M 0.2% +37,695 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: 27,024 shares; 2024Q4: 27,116 shares; 2025Q1: 27,622 shares; 2025Q2: 27,931 shares; 2025Q3: 27,660 shares; 2025Q4: 28,232 shares 28,232 $8.58M 0.2% +572 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: 168,914 shares; 2024Q4: 170,911 shares; 2025Q1: 169,600 shares; 2025Q2: 165,227 shares; 2025Q3: 161,680 shares; 2025Q4: 154,414 shares 154,414 $8.46M 0.2% -7,266 Timeline EZU 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: 147,538 shares; 2024Q4: 146,321 shares; 2025Q1: 144,534 shares; 2025Q2: 137,977 shares; 2025Q3: 133,453 shares; 2025Q4: 131,173 shares 131,173 $8.41M 0.2% -2,280 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,133 shares; 2024Q4: 424,643 shares; 2025Q1: 400,243 shares; 2025Q2: 398,197 shares; 2025Q3: 381,362 shares; 2025Q4: 352,579 shares 352,579 $8.36M 0.2% -28,783 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: 12,718 shares; 2024Q4: 13,178 shares; 2025Q1: 13,541 shares; 2025Q2: 13,832 shares; 2025Q3: 13,643 shares; 2025Q4: 12,207 shares 12,207 $8.06M 0.19% -1,436 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: 66,993 shares; 2024Q4: 66,909 shares; 2025Q1: 65,516 shares; 2025Q2: 65,238 shares; 2025Q3: 65,572 shares; 2025Q4: 63,442 shares 63,442 $7.79M 0.18% -2,130 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: 63,562 shares; 2024Q4: 64,587 shares; 2025Q1: 67,258 shares; 2025Q2: 68,889 shares; 2025Q3: 68,062 shares; 2025Q4: 69,680 shares 69,680 $7.76M 0.18% +1,618 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: 40,926 shares; 2024Q4: 39,420 shares; 2025Q1: 39,848 shares; 2025Q2: 40,794 shares; 2025Q3: 39,945 shares; 2025Q4: 39,795 shares 39,795 $7.76M 0.18% -150 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,428 shares; 2024Q4: 37,617 shares; 2025Q1: 29,695 shares; 2025Q2: 29,757 shares; 2025Q3: 29,218 shares; 2025Q4: 28,240 shares 28,240 $7.41M 0.17% -978 Timeline VTWV 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: 7,531 shares; 2025Q1: 20,406 shares; 2025Q2: 40,889 shares; 2025Q3: 42,259 shares; 2025Q4: 44,707 shares 44,707 $7.15M 0.17% +2,448 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: 51,131 shares; 2024Q4: 50,015 shares; 2025Q1: 50,014 shares; 2025Q2: 50,808 shares; 2025Q3: 50,572 shares; 2025Q4: 49,851 shares 49,851 $7.14M 0.17% -721 Timeline GVI 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: 75,457 shares; 2024Q4: 73,222 shares; 2025Q1: 72,017 shares; 2025Q2: 74,976 shares; 2025Q3: 71,733 shares; 2025Q4: 65,558 shares 65,558 $7.04M 0.17% -6,175 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: 156,301 shares; 2024Q4: 155,172 shares; 2025Q1: 158,089 shares; 2025Q2: 159,085 shares; 2025Q3: 175,068 shares; 2025Q4: 168,190 shares 168,190 $6.85M 0.16% -6,878 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: 11,925 shares; 2024Q4: 11,771 shares; 2025Q1: 11,771 shares; 2025Q2: 11,771 shares; 2025Q3: 11,771 shares; 2025Q4: 11,771 shares 11,771 $6.75M 0.16% 0 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: 19,438 shares; 2024Q4: 20,789 shares; 2025Q1: 20,041 shares; 2025Q2: 20,901 shares; 2025Q3: 19,149 shares; 2025Q4: 19,404 shares 19,404 $6.72M 0.16% +255 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,472 shares 75,472 $6.43M 0.15% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,595 shares; 2024Q4: 22,595 shares; 2025Q1: 22,595 shares; 2025Q2: 11,463 shares; 2025Q3: 11,282 shares; 2025Q4: 46,874 shares 46,874 $6.38M 0.15% +35,592 Timeline IEF 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: 41,506 shares; 2024Q4: 61,011 shares; 2025Q1: 63,332 shares; 2025Q2: 63,669 shares; 2025Q3: 64,627 shares; 2025Q4: 66,268 shares 66,268 $6.37M 0.15% +1,641 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: 4,502 shares; 2025Q1: 14,955 shares; 2025Q2: 21,863 shares; 2025Q3: 27,811 shares; 2025Q4: 51,937 shares 51,937 $6.32M 0.15% +24,126 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: 19,591 shares; 2024Q4: 19,429 shares; 2025Q1: 5,070 shares; 2025Q2: 6,094 shares; 2025Q3: 6,060 shares; 2025Q4: 21,371 shares 21,371 $6.27M 0.15% +15,311 Timeline IEI 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: 44,045 shares; 2024Q4: 45,606 shares; 2025Q1: 46,783 shares; 2025Q2: 46,761 shares; 2025Q3: 47,573 shares; 2025Q4: 48,614 shares 48,614 $5.8M 0.14% +1,041 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: 16,854 shares; 2024Q4: 15,548 shares; 2025Q1: 15,573 shares; 2025Q2: 15,695 shares; 2025Q3: 15,682 shares; 2025Q4: 15,495 shares 15,495 $5.45M 0.13% -187 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: 102,581 shares; 2024Q4: 101,813 shares; 2025Q1: 101,535 shares; 2025Q2: 101,535 shares; 2025Q3: 101,352 shares; 2025Q4: 101,396 shares 101,396 $5.41M 0.13% +44 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: 22,049 shares; 2024Q4: 22,065 shares; 2025Q1: 22,776 shares; 2025Q2: 23,194 shares; 2025Q3: 23,103 shares; 2025Q4: 23,267 shares 23,267 $5.32M 0.13% +164 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: 16,101 shares; 2024Q4: 15,891 shares; 2025Q1: 15,937 shares; 2025Q2: 15,163 shares; 2025Q3: 14,955 shares; 2025Q4: 14,875 shares 14,875 $5.22M 0.12% -80 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: 36,160 shares; 2024Q4: 31,631 shares; 2025Q1: 31,851 shares; 2025Q2: 32,216 shares; 2025Q3: 36,454 shares; 2025Q4: 36,068 shares 36,068 $5.18M 0.12% -386 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: 17,734 shares; 2024Q4: 17,594 shares; 2025Q1: 17,628 shares; 2025Q2: 17,819 shares; 2025Q3: 17,456 shares; 2025Q4: 17,389 shares 17,389 $5.15M 0.12% -67 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: 8,406 shares; 2024Q4: 8,411 shares; 2025Q1: 8,361 shares; 2025Q2: 8,361 shares; 2025Q3: 8,404 shares; 2025Q4: 8,454 shares 8,454 $5.1M 0.12% +50 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: not reported; 2024Q4: 6,340 shares; 2025Q1: 19,070 shares; 2025Q2: 26,245 shares; 2025Q3: 49,163 shares; 2025Q4: 59,683 shares 59,683 $5.1M 0.12% +10,520 Timeline IYE 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: 146,733 shares; 2024Q4: 140,958 shares; 2025Q1: 119,149 shares; 2025Q2: 109,287 shares; 2025Q3: 106,830 shares; 2025Q4: 105,704 shares 105,704 $5.02M 0.12% -1,126 Timeline EEM 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: 109,123 shares; 2024Q4: 104,837 shares; 2025Q1: 96,177 shares; 2025Q2: 93,505 shares; 2025Q3: 91,618 shares; 2025Q4: 90,937 shares 90,937 $4.98M 0.12% -681 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: 98,581 shares; 2024Q4: 79,926 shares; 2025Q1: 94,402 shares; 2025Q2: 136,569 shares; 2025Q3: 136,602 shares; 2025Q4: 137,054 shares 137,054 $4.97M 0.12% +452 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: 107,850 shares; 2024Q4: 102,044 shares; 2025Q1: 100,495 shares; 2025Q2: 199,818 shares; 2025Q3: 197,209 shares; 2025Q4: 165,250 shares 165,250 $4.94M 0.12% -31,959 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: 65,820 shares; 2024Q4: 65,431 shares; 2025Q1: 63,589 shares; 2025Q2: 63,151 shares; 2025Q3: 56,623 shares; 2025Q4: 60,354 shares 60,354 $4.85M 0.11% +3,731 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,622 shares; 2025Q1: 45,178 shares; 2025Q2: 55,933 shares; 2025Q3: 158,472 shares; 2025Q4: 182,209 shares 182,209 $4.83M 0.11% +23,737 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP 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: 19,000 shares; 2025Q3: 70,322 shares; 2025Q4: 113,104 shares 113,104 $4.78M 0.11% +42,782 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: 17,673 shares; 2024Q4: 14,929 shares; 2025Q1: 14,775 shares; 2025Q2: 14,927 shares; 2025Q3: 14,618 shares; 2025Q4: 14,329 shares 14,329 $4.73M 0.11% -289 Timeline VTWG 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: 4,918 shares; 2025Q1: 10,762 shares; 2025Q2: 17,126 shares; 2025Q3: 18,127 shares; 2025Q4: 19,624 shares 19,624 $4.63M 0.11% +1,497 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,549 shares; 2025Q4: 19,818 shares 19,818 $4.47M 0.11% +269 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: 36,277 shares; 2024Q4: 36,004 shares; 2025Q1: 35,414 shares; 2025Q2: 30,472 shares; 2025Q3: 30,621 shares; 2025Q4: 30,456 shares 30,456 $4.46M 0.11% -165 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: 6,998 shares; 2024Q4: 27,316 shares; 2025Q1: 46,151 shares; 2025Q2: 40,665 shares; 2025Q3: 113,989 shares; 2025Q4: 113,456 shares 113,456 $4.35M 0.1% -533 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: 13,737 shares; 2024Q4: 13,466 shares; 2025Q1: 13,857 shares; 2025Q2: 18,103 shares; 2025Q3: 17,134 shares; 2025Q4: 22,172 shares 22,172 $4.33M 0.1% +5,038 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: 8,325 shares; 2024Q4: 8,285 shares; 2025Q1: 7,164 shares; 2025Q2: 7,437 shares; 2025Q3: 7,967 shares; 2025Q4: 16,235 shares 16,235 $4.3M 0.1% +8,268 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: not reported; 2024Q4: not reported; 2025Q1: 3,688 shares; 2025Q2: 35,694 shares; 2025Q3: 42,983 shares; 2025Q4: 46,714 shares 46,714 $4.29M 0.1% +3,731 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,969 shares; 2025Q3: 5,788 shares; 2025Q4: 5,539 shares 5,539 $4.28M 0.1% -249 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: 20,534 shares; 2024Q4: 19,785 shares; 2025Q1: 18,787 shares; 2025Q2: 19,012 shares; 2025Q3: 18,795 shares; 2025Q4: 18,653 shares 18,653 $4.27M 0.1% -142 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,584 shares; 2024Q4: 73,907 shares; 2025Q1: 135,570 shares; 2025Q2: 136,574 shares; 2025Q3: 137,303 shares; 2025Q4: 136,722 shares 136,722 $4.25M 0.1% -581 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: 49,289 shares; 2024Q4: 48,623 shares; 2025Q1: 49,973 shares; 2025Q2: 51,012 shares; 2025Q3: 50,845 shares; 2025Q4: 55,229 shares 55,229 $4.25M 0.1% +4,384 Timeline VONV 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: 2,460 shares; 2024Q4: 9,642 shares; 2025Q1: 32,288 shares; 2025Q2: 35,335 shares; 2025Q3: 40,637 shares; 2025Q4: 45,876 shares 45,876 $4.23M 0.1% +5,239 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,602 shares; 2024Q4: 30,213 shares; 2025Q1: 28,718 shares; 2025Q2: 28,013 shares; 2025Q3: 28,662 shares; 2025Q4: 27,181 shares 27,181 $4.22M 0.1% -1,481 Timeline VSGX 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: 67,108 shares; 2024Q4: 62,179 shares; 2025Q1: 58,441 shares; 2025Q2: 54,139 shares; 2025Q3: 54,654 shares; 2025Q4: 58,175 shares 58,175 $4.17M 0.1% +3,521 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: 31,290 shares; 2024Q4: 31,451 shares; 2025Q1: 31,529 shares; 2025Q2: 31,767 shares; 2025Q3: 32,455 shares; 2025Q4: 33,091 shares 33,091 $4.15M 0.1% +636 Timeline SUB 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: 33,699 shares; 2024Q4: 34,024 shares; 2025Q1: 34,974 shares; 2025Q2: 35,050 shares; 2025Q3: 36,164 shares; 2025Q4: 38,828 shares 38,828 $4.14M 0.1% +2,664 Timeline IEUR 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: 67,186 shares; 2024Q4: 67,186 shares; 2025Q1: 59,169 shares; 2025Q2: 57,261 shares; 2025Q3: 57,261 shares; 2025Q4: 57,261 shares 57,261 $4.06M 0.1% 0 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: 25,051 shares; 2024Q4: 24,195 shares; 2025Q1: 24,365 shares; 2025Q2: 23,861 shares; 2025Q3: 23,311 shares; 2025Q4: 22,744 shares 22,744 $3.95M 0.09% -567 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: 4,437 shares; 2024Q4: 4,449 shares; 2025Q1: 4,818 shares; 2025Q2: 4,792 shares; 2025Q3: 4,562 shares; 2025Q4: 4,556 shares 4,556 $3.93M 0.09% -6 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: 10,700 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,230 shares; 2025Q3: 9,980 shares; 2025Q4: 9,980 shares 9,980 $3.88M 0.09% 0 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: 6,593 shares; 2024Q4: 6,606 shares; 2025Q1: 6,546 shares; 2025Q2: 6,591 shares; 2025Q3: 6,586 shares; 2025Q4: 6,725 shares 6,725 $3.85M 0.09% +139 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,455 shares; 2024Q4: 30,421 shares; 2025Q1: 33,568 shares; 2025Q2: 41,470 shares; 2025Q3: 29,161 shares; 2025Q4: 28,894 shares 28,894 $3.84M 0.09% -267 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,922 shares; 2024Q4: 159,768 shares; 2025Q1: 145,978 shares; 2025Q2: 146,342 shares; 2025Q3: 141,950 shares; 2025Q4: 138,903 shares 138,903 $3.81M 0.09% -3,047 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,547 shares; 2024Q4: 16,117 shares; 2025Q1: 16,167 shares; 2025Q2: 16,142 shares; 2025Q3: 16,292 shares; 2025Q4: 31,480 shares 31,480 $3.76M 0.09% +15,188 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: 20,584 shares; 2024Q4: 20,634 shares; 2025Q1: 20,634 shares; 2025Q2: 20,634 shares; 2025Q3: 20,309 shares; 2025Q4: 20,309 shares 20,309 $3.7M 0.09% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,573 shares; 2024Q4: 51,709 shares; 2025Q1: 51,009 shares; 2025Q2: 51,553 shares; 2025Q3: 52,217 shares; 2025Q4: 51,416 shares 51,416 $3.67M 0.09% -801 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,830 shares 35,830 $3.67M 0.09% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,547 shares; 2024Q4: 155,847 shares; 2025Q1: 154,162 shares; 2025Q2: 154,628 shares; 2025Q3: 154,930 shares; 2025Q4: 147,209 shares 147,209 $3.66M 0.09% -7,721 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: 31,433 shares; 2024Q4: 31,829 shares; 2025Q1: 32,681 shares; 2025Q2: 32,111 shares; 2025Q3: 31,474 shares; 2025Q4: 30,317 shares 30,317 $3.64M 0.09% -1,157 Timeline MGA MAGNA INTL INC More: the full row for MAGNA 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: 66,298 shares; 2025Q2: 66,705 shares; 2025Q3: 68,483 shares; 2025Q4: 68,191 shares 68,191 $3.63M 0.09% -292 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,079 shares; 2025Q1: 39,000 shares; 2025Q2: 39,020 shares; 2025Q3: 50,359 shares; 2025Q4: 40,402 shares 40,402 $3.63M 0.09% -9,957 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: 22,818 shares; 2024Q4: 22,243 shares; 2025Q1: 23,280 shares; 2025Q2: 22,758 shares; 2025Q3: 22,688 shares; 2025Q4: 22,598 shares 22,598 $3.5M 0.08% -90 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,040 shares; 2024Q4: 115,104 shares; 2025Q1: 130,588 shares; 2025Q2: 132,460 shares; 2025Q3: 155,005 shares; 2025Q4: 173,435 shares 173,435 $3.31M 0.08% +18,430 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,490 shares; 2024Q4: 65,416 shares; 2025Q1: 56,241 shares; 2025Q2: 56,119 shares; 2025Q3: 37,924 shares; 2025Q4: 37,804 shares 37,804 $3.31M 0.08% -120 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: 17,510 shares; 2024Q4: 17,650 shares; 2025Q1: 17,221 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 11,304 shares 11,304 $3.27M 0.08% +7,949 Timeline LQD 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: 33,439 shares; 2024Q4: 35,029 shares; 2025Q1: 34,704 shares; 2025Q2: 30,209 shares; 2025Q3: 28,854 shares; 2025Q4: 29,558 shares 29,558 $3.26M 0.08% +704 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,553 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,114 shares 75,114 $3.25M 0.08% new 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: 5,774 shares; 2024Q4: 5,937 shares; 2025Q1: 5,893 shares; 2025Q2: 5,832 shares; 2025Q3: 5,663 shares; 2025Q4: 5,643 shares 5,643 $3.22M 0.08% -20 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: 22,991 shares; 2024Q4: 22,656 shares; 2025Q1: 22,856 shares; 2025Q2: 22,756 shares; 2025Q3: 22,756 shares; 2025Q4: 22,890 shares 22,890 $3.16M 0.07% +134 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: 10,157 shares; 2024Q4: 10,078 shares; 2025Q1: 9,520 shares; 2025Q2: 9,833 shares; 2025Q3: 9,392 shares; 2025Q4: 9,511 shares 9,511 $3.11M 0.07% +119 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,014 shares; 2024Q4: 535,602 shares; 2025Q1: 214,676 shares; 2025Q2: 215,434 shares; 2025Q3: 109,960 shares; 2025Q4: 106,574 shares 106,574 $3.07M 0.07% -3,386 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,427 shares; 2024Q4: 34,582 shares; 2025Q1: 38,946 shares; 2025Q2: 38,952 shares; 2025Q3: 43,438 shares; 2025Q4: 43,856 shares 43,856 $3.04M 0.07% +418 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: 12,634 shares; 2024Q4: 12,607 shares; 2025Q1: 12,221 shares; 2025Q2: 11,087 shares; 2025Q3: 9,269 shares; 2025Q4: 9,168 shares 9,168 $3.01M 0.07% -101 Timeline TIP 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: 37,327 shares; 2024Q4: 32,820 shares; 2025Q1: 31,149 shares; 2025Q2: 28,775 shares; 2025Q3: 28,094 shares; 2025Q4: 27,334 shares 27,334 $3M 0.07% -760 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,883 shares; 2024Q4: 34,642 shares; 2025Q1: 34,642 shares; 2025Q2: 34,642 shares; 2025Q3: 34,642 shares; 2025Q4: 18,642 shares 18,642 $2.99M 0.07% -16,000 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: 33,955 shares; 2024Q4: 32,545 shares; 2025Q1: 32,578 shares; 2025Q2: 30,922 shares; 2025Q3: 29,925 shares; 2025Q4: 29,210 shares 29,210 $2.92M 0.07% -715 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: 3,501 shares; 2024Q4: 3,509 shares; 2025Q1: 3,493 shares; 2025Q2: 3,505 shares; 2025Q3: 3,497 shares; 2025Q4: 3,533 shares 3,533 $2.9M 0.07% +36 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: 9,886 shares; 2024Q4: 6,800 shares; 2025Q1: 7,387 shares; 2025Q2: 7,924 shares; 2025Q3: 8,159 shares; 2025Q4: 9,353 shares 9,353 $2.88M 0.07% +1,194 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: 11,301 shares; 2024Q4: 11,334 shares; 2025Q1: 11,334 shares; 2025Q2: 11,340 shares; 2025Q3: 11,190 shares; 2025Q4: 11,138 shares 11,138 $2.87M 0.07% -52 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: 4,142 shares; 2024Q4: 4,178 shares; 2025Q1: 4,671 shares; 2025Q2: 6,641 shares; 2025Q3: 6,071 shares; 2025Q4: 6,339 shares 6,339 $2.85M 0.07% +268 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: 57,568 shares; 2024Q4: 57,943 shares; 2025Q1: 59,130 shares; 2025Q2: 57,580 shares; 2025Q3: 54,395 shares; 2025Q4: 52,525 shares 52,525 $2.83M 0.07% -1,870 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: 14,272 shares; 2024Q4: 14,808 shares; 2025Q1: 16,153 shares; 2025Q2: 15,452 shares; 2025Q3: 14,800 shares; 2025Q4: 15,932 shares 15,932 $2.83M 0.07% +1,132 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 5,642 shares; 2025Q1: 8,310 shares; 2025Q2: 8,626 shares; 2025Q3: 8,673 shares; 2025Q4: 8,312 shares 8,312 $2.83M 0.07% -361 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: 7,401 shares; 2024Q4: 7,078 shares; 2025Q1: 7,078 shares; 2025Q2: 9,097 shares; 2025Q3: 8,956 shares; 2025Q4: 8,958 shares 8,958 $2.82M 0.07% +2 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: 24,931 shares; 2024Q4: 24,931 shares; 2025Q1: 25,731 shares; 2025Q2: 25,731 shares; 2025Q3: 25,577 shares; 2025Q4: 25,524 shares 25,524 $2.81M 0.07% -53 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: 7,841 shares; 2024Q4: 7,661 shares; 2025Q1: 12,797 shares; 2025Q2: 13,028 shares; 2025Q3: 13,113 shares; 2025Q4: 12,957 shares 12,957 $2.81M 0.07% -156 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,703 shares; 2025Q1: 51,845 shares; 2025Q2: 52,300 shares; 2025Q3: 52,591 shares; 2025Q4: 52,363 shares 52,363 $2.81M 0.07% -228 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,616 shares; 2024Q4: 16,494 shares; 2025Q1: 16,278 shares; 2025Q2: 16,278 shares; 2025Q3: 16,278 shares; 2025Q4: 16,375 shares 16,375 $2.79M 0.07% +97 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,420 shares; 2024Q4: 13,050 shares; 2025Q1: 12,022 shares; 2025Q2: 12,180 shares; 2025Q3: 13,236 shares; 2025Q4: 13,156 shares 13,156 $2.79M 0.07% -80 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,790 shares; 2024Q4: 28,068 shares; 2025Q1: 30,772 shares; 2025Q2: 31,231 shares; 2025Q3: 32,717 shares; 2025Q4: 64,804 shares 64,804 $2.77M 0.07% +32,087 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: 46,330 shares; 2024Q4: 40,034 shares; 2025Q1: 39,601 shares; 2025Q2: 43,722 shares; 2025Q3: 43,733 shares; 2025Q4: 44,190 shares 44,190 $2.76M 0.07% +457 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: 41,802 shares; 2024Q4: 40,861 shares; 2025Q1: 26,990 shares; 2025Q2: 27,319 shares; 2025Q3: 27,085 shares; 2025Q4: 22,025 shares 22,025 $2.71M 0.06% -5,060 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,694 shares; 2025Q1: 176,431 shares; 2025Q2: 186,912 shares; 2025Q3: 190,024 shares; 2025Q4: 200,372 shares 200,372 $2.66M 0.06% +10,348 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,699 shares; 2024Q4: 10,699 shares; 2025Q1: 10,699 shares; 2025Q2: 10,699 shares; 2025Q3: 10,699 shares; 2025Q4: 10,699 shares 10,699 $2.66M 0.06% 0 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: 9,172 shares; 2024Q4: 8,934 shares; 2025Q1: 8,676 shares; 2025Q2: 8,622 shares; 2025Q3: 8,692 shares; 2025Q4: 8,701 shares 8,701 $2.66M 0.06% +9 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,213 shares; 2024Q4: 37,213 shares; 2025Q1: 35,682 shares; 2025Q2: 35,682 shares; 2025Q3: 35,682 shares; 2025Q4: 91,279 shares 91,279 $2.65M 0.06% +55,597 Timeline OEF 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: 10,549 shares; 2024Q4: 7,482 shares; 2025Q1: 7,492 shares; 2025Q2: 7,551 shares; 2025Q3: 7,492 shares; 2025Q4: 7,646 shares 7,646 $2.62M 0.06% +154 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: 17,987 shares; 2024Q4: 17,210 shares; 2025Q1: 17,023 shares; 2025Q2: 16,076 shares; 2025Q3: 15,417 shares; 2025Q4: 15,278 shares 15,278 $2.61M 0.06% -139 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: 18,306 shares; 2024Q4: 17,446 shares; 2025Q1: 18,450 shares; 2025Q2: 22,239 shares; 2025Q3: 22,272 shares; 2025Q4: 21,963 shares 21,963 $2.57M 0.06% -309 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: 22,016 shares; 2024Q4: 21,663 shares; 2025Q1: 21,991 shares; 2025Q2: 22,142 shares; 2025Q3: 22,261 shares; 2025Q4: 22,219 shares 22,219 $2.56M 0.06% -42 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: 15,118 shares; 2024Q4: 15,118 shares; 2025Q1: 15,618 shares; 2025Q2: 15,618 shares; 2025Q3: 15,696 shares; 2025Q4: 15,694 shares 15,694 $2.55M 0.06% -2 Timeline HDV 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: 17,278 shares; 2024Q4: 21,750 shares; 2025Q1: 18,327 shares; 2025Q2: 18,495 shares; 2025Q3: 19,216 shares; 2025Q4: 20,947 shares 20,947 $2.55M 0.06% +1,731 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: 44,915 shares; 2024Q4: 43,152 shares; 2025Q1: 44,564 shares; 2025Q2: 43,362 shares; 2025Q3: 43,920 shares; 2025Q4: 45,729 shares 45,729 $2.52M 0.06% +1,809 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,939 shares; 2025Q1: 12,182 shares; 2025Q2: 8,209 shares; 2025Q3: 16,953 shares; 2025Q4: 9,764 shares 9,764 $2.5M 0.06% -7,189 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,715 shares; 2024Q4: 34,391 shares; 2025Q1: 33,598 shares; 2025Q2: 32,906 shares; 2025Q3: 33,081 shares; 2025Q4: 32,071 shares 32,071 $2.49M 0.06% -1,010 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,059 shares; 2025Q3: 52,293 shares; 2025Q4: 53,682 shares 53,682 $2.47M 0.06% +1,389 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 4,789 shares; 2025Q1: 33,466 shares; 2025Q2: 33,466 shares; 2025Q3: 33,514 shares; 2025Q4: 33,466 shares 33,466 $2.47M 0.06% -48 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 4,690 shares; 2025Q1: 5,564 shares; 2025Q2: 25,644 shares; 2025Q3: 26,091 shares; 2025Q4: 27,519 shares 27,519 $2.45M 0.06% +1,428 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: 47,684 shares; 2024Q4: 41,440 shares; 2025Q1: 30,979 shares; 2025Q2: 21,833 shares; 2025Q3: 21,767 shares; 2025Q4: 21,475 shares 21,475 $2.44M 0.06% -292 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,281 shares; 2024Q4: 60,029 shares; 2025Q1: 79,816 shares; 2025Q2: 65,882 shares; 2025Q3: 44,794 shares; 2025Q4: 43,094 shares 43,094 $2.44M 0.06% -1,700 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,340 shares; 2024Q4: 21,167 shares; 2025Q1: 50,246 shares; 2025Q2: 50,699 shares; 2025Q3: 51,564 shares; 2025Q4: 52,887 shares 52,887 $2.38M 0.06% +1,323 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,317 shares; 2024Q4: 41,112 shares; 2025Q1: 36,099 shares; 2025Q2: 37,388 shares; 2025Q3: 36,065 shares; 2025Q4: 34,057 shares 34,057 $2.37M 0.06% -2,008 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: 7,536 shares; 2024Q4: 7,512 shares; 2025Q1: 7,341 shares; 2025Q2: 7,341 shares; 2025Q3: 7,341 shares; 2025Q4: 7,290 shares 7,290 $2.36M 0.06% -51 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,620 shares; 2024Q4: 101,960 shares; 2025Q1: 104,833 shares; 2025Q2: 101,769 shares; 2025Q3: 102,344 shares; 2025Q4: 98,204 shares 98,204 $2.35M 0.06% -4,140 Timeline IGSB 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: 51,821 shares; 2024Q4: 50,771 shares; 2025Q1: 50,710 shares; 2025Q2: 43,993 shares; 2025Q3: 43,518 shares; 2025Q4: 43,776 shares 43,776 $2.31M 0.05% +258 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: 12,584 shares; 2024Q4: 12,434 shares; 2025Q1: 12,442 shares; 2025Q2: 12,442 shares; 2025Q3: 11,700 shares; 2025Q4: 11,600 shares 11,600 $2.18M 0.05% -100 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 11,820 shares; 2025Q1: 27,392 shares; 2025Q2: 27,592 shares; 2025Q3: 27,749 shares; 2025Q4: 27,621 shares 27,621 $2.14M 0.05% -128 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,751 shares; 2025Q2: 109,223 shares; 2025Q3: 110,600 shares; 2025Q4: 70,806 shares 70,806 $2.1M 0.05% -39,794 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: 12,530 shares; 2024Q4: 12,726 shares; 2025Q1: 12,592 shares; 2025Q2: 12,562 shares; 2025Q3: 11,828 shares; 2025Q4: 11,828 shares 11,828 $2.1M 0.05% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,696 shares; 2024Q4: 74,637 shares; 2025Q1: 74,756 shares; 2025Q2: 74,823 shares; 2025Q3: 75,310 shares; 2025Q4: 77,183 shares 77,183 $2.09M 0.05% +1,873 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS 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: 9,350 shares; 2025Q4: 9,581 shares 9,581 $2.09M 0.05% +231 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 10,776 shares; 2025Q1: 10,749 shares; 2025Q2: 10,759 shares; 2025Q3: 10,832 shares; 2025Q4: 11,106 shares 11,106 $2.03M 0.05% +274 Timeline LAZ LAZARD INC More: the full row for LAZARD 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: 43,947 shares; 2025Q3: 44,214 shares; 2025Q4: 41,663 shares 41,663 $2.02M 0.05% -2,551 Timeline VONE 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: 1,435 shares; 2025Q1: 4,790 shares; 2025Q2: 4,952 shares; 2025Q3: 5,351 shares; 2025Q4: 6,499 shares 6,499 $2.01M 0.05% +1,148 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: 8,024 shares; 2024Q4: 8,159 shares; 2025Q1: 8,134 shares; 2025Q2: 8,134 shares; 2025Q3: 8,114 shares; 2025Q4: 8,079 shares 8,079 $1.99M 0.05% -35 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: 2,417 shares; 2024Q4: 2,440 shares; 2025Q1: 2,377 shares; 2025Q2: 2,368 shares; 2025Q3: 2,294 shares; 2025Q4: 21,170 shares 21,170 $1.98M 0.05% +18,876 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: 23,340 shares; 2024Q4: 23,335 shares; 2025Q1: 22,648 shares; 2025Q2: 22,501 shares; 2025Q3: 22,165 shares; 2025Q4: 43,530 shares 43,530 $1.97M 0.05% +21,365 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: 21,895 shares; 2024Q4: 21,997 shares; 2025Q1: 21,561 shares; 2025Q2: 21,579 shares; 2025Q3: 21,713 shares; 2025Q4: 22,210 shares 22,210 $1.97M 0.05% +497 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,033 shares 19,033 $1.96M 0.05% new 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: 42,883 shares; 2024Q4: 42,835 shares; 2025Q1: 42,835 shares; 2025Q2: 42,754 shares; 2025Q3: 35,754 shares; 2025Q4: 36,710 shares 36,710 $1.94M 0.05% +956 Timeline LEA LEAR CORP More: the full row for LEAR 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: 16,259 shares; 2025Q3: 16,446 shares; 2025Q4: 16,856 shares 16,856 $1.93M 0.05% +410 Timeline AGCO AGCO CORP More: the full row for AGCO 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: 11,910 shares; 2025Q3: 12,398 shares; 2025Q4: 18,276 shares 18,276 $1.91M 0.04% +5,878 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,223 shares; 2024Q4: 135,419 shares; 2025Q1: 88,482 shares; 2025Q2: 86,762 shares; 2025Q3: 89,142 shares; 2025Q4: 91,399 shares 91,399 $1.89M 0.04% +2,257 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: 30,913 shares; 2024Q4: 30,390 shares; 2025Q1: 30,059 shares; 2025Q2: 31,550 shares; 2025Q3: 31,836 shares; 2025Q4: 34,709 shares 34,709 $1.87M 0.04% +2,873 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: not reported; 2024Q4: not reported; 2025Q1: 1,312 shares; 2025Q2: 4,156 shares; 2025Q3: 5,624 shares; 2025Q4: 7,332 shares 7,332 $1.85M 0.04% +1,708 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 148,587 shares 148,587 $1.85M 0.04% new 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: 3,253 shares; 2024Q4: 3,311 shares; 2025Q1: 3,305 shares; 2025Q2: 4,421 shares; 2025Q3: 3,232 shares; 2025Q4: 6,888 shares 6,888 $1.85M 0.04% +3,656 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: 22,829 shares; 2024Q4: 67,439 shares; 2025Q1: 67,498 shares; 2025Q2: 67,556 shares; 2025Q3: 67,611 shares; 2025Q4: 68,669 shares 68,669 $1.85M 0.04% +1,058 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS 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: 64,243 shares; 2025Q4: 65,965 shares 65,965 $1.84M 0.04% +1,722 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,987 shares; 2024Q4: 13,929 shares; 2025Q1: 14,243 shares; 2025Q2: 15,004 shares; 2025Q3: 15,346 shares; 2025Q4: 15,687 shares 15,687 $1.83M 0.04% +341 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS 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: 18,443 shares; 2025Q3: 22,638 shares; 2025Q4: 23,225 shares 23,225 $1.81M 0.04% +587 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL 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: 54,295 shares 54,295 $1.81M 0.04% new Timeline ARCB ARCBEST CORP More: the full row for ARCBEST 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: 12,049 shares; 2025Q4: 24,349 shares 24,349 $1.81M 0.04% +12,300 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,697 shares; 2025Q1: 13,072 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,333 shares 16,333 $1.8M 0.04% new Timeline EFG 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: 12,481 shares; 2024Q4: 11,841 shares; 2025Q1: 11,730 shares; 2025Q2: 12,378 shares; 2025Q3: 13,770 shares; 2025Q4: 15,734 shares 15,734 $1.79M 0.04% +1,964 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,788 shares; 2024Q4: 16,108 shares; 2025Q1: 16,108 shares; 2025Q2: 14,839 shares; 2025Q3: 14,879 shares; 2025Q4: 15,076 shares 15,076 $1.77M 0.04% +197 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: 12,563 shares; 2024Q4: 12,543 shares; 2025Q1: 12,543 shares; 2025Q2: 12,548 shares; 2025Q3: 12,543 shares; 2025Q4: 12,543 shares 12,543 $1.77M 0.04% 0 Timeline LKQ LKQ CORP More: the full row for LKQ 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: 58,709 shares 58,709 $1.77M 0.04% new Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,929 shares; 2024Q4: 51,109 shares; 2025Q1: 50,981 shares; 2025Q2: 51,406 shares; 2025Q3: 51,733 shares; 2025Q4: 53,075 shares 53,075 $1.77M 0.04% +1,342 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 12,326 shares 12,326 $1.75M 0.04% new Timeline OLN OLIN CORP More: the full row for OLIN 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: 72,784 shares; 2025Q4: 83,894 shares 83,894 $1.75M 0.04% +11,110 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: 14,293 shares; 2024Q4: 9,122 shares; 2025Q1: 8,587 shares; 2025Q2: 8,337 shares; 2025Q3: 8,337 shares; 2025Q4: 8,337 shares 8,337 $1.74M 0.04% 0 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: 154,636 shares; 2024Q4: 154,640 shares; 2025Q1: 35,195 shares; 2025Q2: 35,195 shares; 2025Q3: 35,195 shares; 2025Q4: 35,195 shares 35,195 $1.73M 0.04% 0 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION 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: 23,330 shares 23,330 $1.73M 0.04% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,688 shares; 2025Q1: 4,681 shares; 2025Q2: 5,747 shares; 2025Q3: 5,787 shares; 2025Q4: 5,929 shares 5,929 $1.67M 0.04% +142 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: 70,870 shares; 2024Q4: 69,353 shares; 2025Q1: 69,187 shares; 2025Q2: 68,148 shares; 2025Q3: 67,653 shares; 2025Q4: 66,500 shares 66,500 $1.66M 0.04% -1,153 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,503 shares; 2024Q4: 12,429 shares; 2025Q1: 12,445 shares; 2025Q2: 12,447 shares; 2025Q3: 14,071 shares; 2025Q4: 13,323 shares 13,323 $1.65M 0.04% -748 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: 7,242 shares; 2024Q4: 5,919 shares; 2025Q1: 5,170 shares; 2025Q2: 4,933 shares; 2025Q3: 4,612 shares; 2025Q4: 7,064 shares 7,064 $1.63M 0.04% +2,452 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,732 shares; 2024Q4: 23,730 shares; 2025Q1: 23,547 shares; 2025Q2: 23,587 shares; 2025Q3: 18,581 shares; 2025Q4: 18,587 shares 18,587 $1.62M 0.04% +6 Timeline CUBE CUBESMART More: the full row for CUBESMART 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: 40,240 shares; 2025Q3: 40,487 shares; 2025Q4: 44,810 shares 44,810 $1.62M 0.04% +4,323 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,690 shares; 2024Q4: 21,690 shares; 2025Q1: 21,690 shares; 2025Q2: 21,690 shares; 2025Q3: 21,690 shares; 2025Q4: 21,690 shares 21,690 $1.6M 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138,313 shares 138,313 $1.59M 0.04% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,893 shares; 2025Q3: 10,825 shares; 2025Q4: 10,899 shares 10,899 $1.57M 0.04% +74 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 9,149 shares; 2025Q3: 9,168 shares; 2025Q4: 9,168 shares 9,168 $1.54M 0.04% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,645 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,882 shares; 2025Q4: 1,897 shares 1,897 $1.53M 0.04% +15 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: 13,157 shares; 2024Q4: 14,608 shares; 2025Q1: 6,451 shares; 2025Q2: 6,478 shares; 2025Q3: 6,414 shares; 2025Q4: 7,525 shares 7,525 $1.53M 0.04% +1,111 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,150 shares; 2024Q4: 15,248 shares; 2025Q1: 15,253 shares; 2025Q2: 11,585 shares; 2025Q3: 11,665 shares; 2025Q4: 11,953 shares 11,953 $1.51M 0.04% +288 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION 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: 12,999 shares 12,999 $1.49M 0.04% new 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: 13,989 shares; 2024Q4: 13,154 shares; 2025Q1: 16,925 shares; 2025Q2: 16,991 shares; 2025Q3: 15,652 shares; 2025Q4: 15,859 shares 15,859 $1.48M 0.03% +207 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,373 shares; 2024Q4: 88,698 shares; 2025Q1: 84,937 shares; 2025Q2: 83,912 shares; 2025Q3: 83,397 shares; 2025Q4: 84,805 shares 84,805 $1.47M 0.03% +1,408 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,932 shares; 2024Q4: 85,645 shares; 2025Q1: 107,186 shares; 2025Q2: 120,762 shares; 2025Q3: 77,395 shares; 2025Q4: 35,548 shares 35,548 $1.46M 0.03% -41,847 Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 19,981 shares; 2025Q3: 23,358 shares; 2025Q4: 16,859 shares 16,859 $1.45M 0.03% -6,499 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: 646 shares; 2025Q1: 779 shares; 2025Q2: 779 shares; 2025Q3: 974 shares; 2025Q4: 1,338 shares 1,338 $1.43M 0.03% +364 Timeline 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: 2,285 shares; 2024Q4: 2,337 shares; 2025Q1: 3,039 shares; 2025Q2: 3,099 shares; 2025Q3: 3,004 shares; 2025Q4: 3,044 shares 3,044 $1.42M 0.03% +40 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: 2,237 shares; 2024Q4: 2,391 shares; 2025Q1: 2,304 shares; 2025Q2: 2,280 shares; 2025Q3: 2,070 shares; 2025Q4: 2,463 shares 2,463 $1.39M 0.03% +393 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,956 shares; 2024Q4: 61,292 shares; 2025Q1: 61,299 shares; 2025Q2: 41,600 shares; 2025Q3: 41,986 shares; 2025Q4: 39,419 shares 39,419 $1.39M 0.03% -2,567 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: 4,059 shares; 2024Q4: 3,948 shares; 2025Q1: 3,946 shares; 2025Q2: 3,946 shares; 2025Q3: 3,926 shares; 2025Q4: 3,952 shares 3,952 $1.39M 0.03% +26 Timeline EMXC 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: 19,599 shares; 2024Q4: 19,599 shares; 2025Q1: 19,906 shares; 2025Q2: 19,462 shares; 2025Q3: 18,801 shares; 2025Q4: 19,011 shares 19,011 $1.38M 0.03% +210 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: 2,255 shares; 2024Q4: 1,789 shares; 2025Q1: 2,236 shares; 2025Q2: 1,644 shares; 2025Q3: 1,520 shares; 2025Q4: 3,934 shares 3,934 $1.38M 0.03% +2,414 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,526 shares; 2024Q4: 31,575 shares; 2025Q1: 43,615 shares; 2025Q2: 56,403 shares; 2025Q3: 56,761 shares; 2025Q4: 34,930 shares 34,930 $1.37M 0.03% -21,831 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,170 shares; 2024Q4: 107,615 shares; 2025Q1: 110,317 shares; 2025Q2: 38,769 shares; 2025Q3: 39,305 shares; 2025Q4: 38,018 shares 38,018 $1.33M 0.03% -1,287 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,375 shares; 2024Q4: 89,642 shares; 2025Q1: 97,745 shares; 2025Q2: 117,276 shares; 2025Q3: 82,306 shares; 2025Q4: 13,084 shares 13,084 $1.31M 0.03% -69,222 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: 17,966 shares; 2024Q4: 17,187 shares; 2025Q1: 16,571 shares; 2025Q2: 16,471 shares; 2025Q3: 15,771 shares; 2025Q4: 29,062 shares 29,062 $1.3M 0.03% +13,291 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: 6,713 shares; 2024Q4: 6,518 shares; 2025Q1: 6,889 shares; 2025Q2: 6,799 shares; 2025Q3: 6,192 shares; 2025Q4: 6,142 shares 6,142 $1.28M 0.03% -50 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: 3,391 shares; 2024Q4: 3,083 shares; 2025Q1: 2,999 shares; 2025Q2: 3,037 shares; 2025Q3: 2,925 shares; 2025Q4: 3,001 shares 3,001 $1.28M 0.03% +76 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT 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: 14,954 shares 14,954 $1.26M 0.03% new 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: 43,688 shares; 2024Q4: 24,999 shares; 2025Q1: 26,549 shares; 2025Q2: 26,775 shares; 2025Q3: 34,334 shares; 2025Q4: 34,001 shares 34,001 $1.25M 0.03% -333 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,000 shares; 2025Q3: 36,610 shares; 2025Q4: 49,439 shares 49,439 $1.25M 0.03% +12,829 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 572 shares; 2025Q1: 574 shares; 2025Q2: 575 shares; 2025Q3: 577 shares; 2025Q4: 595 shares 595 $1.24M 0.03% +18 Timeline IYC 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: 12,650 shares; 2024Q4: 12,502 shares; 2025Q1: 12,502 shares; 2025Q2: 12,452 shares; 2025Q3: 11,952 shares; 2025Q4: 11,952 shares 11,952 $1.23M 0.03% 0 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: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 4,254 shares; 2025Q2: 4,254 shares; 2025Q3: 4,264 shares; 2025Q4: 4,269 shares 4,269 $1.23M 0.03% +5 Timeline PEBK PEOPLES BANCORP N C INC More: the full row for PEOPLES BANCORP N C INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,745 shares; 2024Q4: 33,745 shares; 2025Q1: 33,745 shares; 2025Q2: 33,745 shares; 2025Q3: 33,745 shares; 2025Q4: 33,252 shares 33,252 $1.2M 0.03% -493 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: 2,452 shares; 2024Q4: 2,383 shares; 2025Q1: 2,377 shares; 2025Q2: 2,309 shares; 2025Q3: 2,064 shares; 2025Q4: 2,054 shares 2,054 $1.19M 0.03% -10 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,372 shares; 2024Q4: 13,065 shares; 2025Q1: 9,355 shares; 2025Q2: 9,377 shares; 2025Q3: 9,213 shares; 2025Q4: 9,441 shares 9,441 $1.18M 0.03% +228 Timeline USHY 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: 17,335 shares; 2025Q1: 18,010 shares; 2025Q2: 18,383 shares; 2025Q3: 23,930 shares; 2025Q4: 31,583 shares 31,583 $1.18M 0.03% +7,653 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: 6,018 shares; 2024Q4: 5,503 shares; 2025Q1: 6,185 shares; 2025Q2: 29,113 shares; 2025Q3: 29,172 shares; 2025Q4: 23,118 shares 23,118 $1.17M 0.03% -6,054 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: 1,842 shares; 2024Q4: 1,860 shares; 2025Q1: 1,845 shares; 2025Q2: 1,800 shares; 2025Q3: 2,332 shares; 2025Q4: 2,399 shares 2,399 $1.17M 0.03% +67 Timeline IJJ 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: 11,423 shares; 2024Q4: 11,363 shares; 2025Q1: 11,509 shares; 2025Q2: 11,483 shares; 2025Q3: 8,843 shares; 2025Q4: 8,843 shares 8,843 $1.16M 0.03% 0 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: 6,620 shares; 2024Q4: 6,643 shares; 2025Q1: 3,497 shares; 2025Q2: 3,497 shares; 2025Q3: 50,427 shares; 2025Q4: 19,878 shares 19,878 $1.16M 0.03% -30,549 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: 4,159 shares; 2024Q4: 4,170 shares; 2025Q1: 4,181 shares; 2025Q2: 5,640 shares; 2025Q3: 6,079 shares; 2025Q4: 6,022 shares 6,022 $1.15M 0.03% -57 Timeline IJK 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: 14,307 shares; 2024Q4: 14,307 shares; 2025Q1: 15,157 shares; 2025Q2: 14,622 shares; 2025Q3: 12,371 shares; 2025Q4: 11,792 shares 11,792 $1.14M 0.03% -579 Timeline MGC 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: 4,695 shares; 2024Q4: 4,485 shares; 2025Q1: 4,485 shares; 2025Q2: 4,485 shares; 2025Q3: 4,485 shares; 2025Q4: 4,485 shares 4,485 $1.13M 0.03% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 3,713 shares; 2025Q1: 4,139 shares; 2025Q2: 4,240 shares; 2025Q3: 4,337 shares; 2025Q4: 4,047 shares 4,047 $1.11M 0.03% -290 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: 9,886 shares; 2024Q4: 9,591 shares; 2025Q1: 6,228 shares; 2025Q2: 6,405 shares; 2025Q3: 6,472 shares; 2025Q4: 5,216 shares 5,216 $1.11M 0.03% -1,256 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: 3,810 shares; 2024Q4: 3,898 shares; 2025Q1: 3,815 shares; 2025Q2: 3,745 shares; 2025Q3: 3,595 shares; 2025Q4: 3,540 shares 3,540 $1.1M 0.03% -55 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: 7,976 shares; 2024Q4: 8,161 shares; 2025Q1: 8,336 shares; 2025Q2: 8,336 shares; 2025Q3: 8,336 shares; 2025Q4: 8,286 shares 8,286 $1.1M 0.03% -50 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: 17,121 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,240 shares 13,240 $1.09M 0.03% new 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: 3,675 shares; 2024Q4: 3,675 shares; 2025Q1: 3,443 shares; 2025Q2: 3,443 shares; 2025Q3: 3,443 shares; 2025Q4: 3,443 shares 3,443 $1.07M 0.03% 0 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: 2,727 shares; 2024Q4: 2,946 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 3,213 shares; 2025Q4: 3,169 shares 3,169 $1.07M 0.03% -44 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: 3,880 shares; 2024Q4: 3,761 shares; 2025Q1: 3,854 shares; 2025Q2: 3,688 shares; 2025Q3: 3,666 shares; 2025Q4: 3,666 shares 3,666 $1.06M 0.03% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 34,650 shares; 2025Q1: 34,650 shares; 2025Q2: 34,650 shares; 2025Q3: 34,650 shares; 2025Q4: 34,650 shares 34,650 $1.04M 0.02% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,255 shares; 2024Q4: 23,344 shares; 2025Q1: 23,282 shares; 2025Q2: 14,982 shares; 2025Q3: 15,094 shares; 2025Q4: 15,106 shares 15,106 $1.03M 0.02% +12 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,652 shares; 2024Q4: 17,541 shares; 2025Q1: 17,665 shares; 2025Q2: 17,455 shares; 2025Q3: 17,114 shares; 2025Q4: 15,020 shares 15,020 $1.01M 0.02% -2,094 Timeline AGNT AGNT INC More: the full row for AGNT 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: 111,495 shares; 2025Q4: 109,657 shares 109,657 $992K 0.02% -1,838 Timeline SHY 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: 4,450 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 11,953 shares 11,953 $990K 0.02% +7,803 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 8,390 shares; 2025Q1: 8,390 shares; 2025Q2: 7,720 shares; 2025Q3: 6,970 shares; 2025Q4: 6,970 shares 6,970 $970K 0.02% 0 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: 30,627 shares; 2024Q4: 30,813 shares; 2025Q1: 26,228 shares; 2025Q2: 17,269 shares; 2025Q3: 16,589 shares; 2025Q4: 16,073 shares 16,073 $966K 0.02% -516 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: 1,086 shares; 2024Q4: 1,078 shares; 2025Q1: 1,128 shares; 2025Q2: 1,145 shares; 2025Q3: 1,484 shares; 2025Q4: 1,465 shares 1,465 $957K 0.02% -19 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,349 shares; 2024Q4: 15,516 shares; 2025Q1: 15,038 shares; 2025Q2: 15,249 shares; 2025Q3: 15,229 shares; 2025Q4: 15,006 shares 15,006 $956K 0.02% -223 Timeline WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,396 shares; 2024Q4: 36,859 shares; 2025Q1: 36,759 shares; 2025Q2: 36,179 shares; 2025Q3: 30,900 shares; 2025Q4: 31,014 shares 31,014 $949K 0.02% +114 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: 5,625 shares; 2024Q4: 5,625 shares; 2025Q1: 5,795 shares; 2025Q2: 5,795 shares; 2025Q3: 5,795 shares; 2025Q4: 5,795 shares 5,795 $945K 0.02% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,357 shares; 2025Q1: 107,925 shares; 2025Q2: 160,744 shares; 2025Q3: 162,513 shares; 2025Q4: 93,805 shares 93,805 $938K 0.02% -68,708 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES 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: 10,871 shares 10,871 $919K 0.02% new 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: 67,139 shares; 2024Q4: 67,139 shares; 2025Q1: 67,139 shares; 2025Q2: 67,139 shares; 2025Q3: 67,139 shares; 2025Q4: 67,139 shares 67,139 $911K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,074 shares; 2025Q3: 4,047 shares; 2025Q4: 4,001 shares 4,001 $910K 0.02% -46 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: 2,134 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,909 shares; 2025Q3: 13,264 shares; 2025Q4: 9,300 shares 9,300 $909K 0.02% -3,964 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,680 shares; 2024Q4: 12,680 shares; 2025Q1: 12,680 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares; 2025Q4: 12,680 shares 12,680 $869K 0.02% 0 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $857K 0.02% 0 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: 4,464 shares 4,464 $855K 0.02% new Timeline IYG 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: 9,157 shares; 2024Q4: 9,158 shares; 2025Q1: 9,160 shares; 2025Q2: 9,411 shares; 2025Q3: 9,200 shares; 2025Q4: 9,201 shares 9,201 $849K 0.02% +1 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: 122,403 shares; 2024Q4: 122,134 shares; 2025Q1: 120,470 shares; 2025Q2: 119,697 shares; 2025Q3: 15,739 shares; 2025Q4: 15,532 shares 15,532 $838K 0.02% -207 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares 4,400 $800K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 2,646 shares; 2025Q1: 3,738 shares; 2025Q2: 3,423 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares 2,640 $798K 0.02% 0 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: 14,703 shares; 2024Q4: 14,308 shares; 2025Q1: 13,746 shares; 2025Q2: 6,246 shares; 2025Q3: 5,869 shares; 2025Q4: 4,945 shares 4,945 $793K 0.02% -924 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: not reported; 2024Q4: 7,490 shares; 2025Q1: 8,877 shares; 2025Q2: 9,506 shares; 2025Q3: 9,137 shares; 2025Q4: 9,627 shares 9,627 $787K 0.02% +490 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 9,920 shares; 2025Q1: 9,920 shares; 2025Q2: 9,920 shares; 2025Q3: 9,920 shares; 2025Q4: 9,920 shares 9,920 $786K 0.02% 0 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: 9,563 shares; 2024Q4: 8,862 shares; 2025Q1: 9,426 shares; 2025Q2: 10,578 shares; 2025Q3: 9,766 shares; 2025Q4: 9,744 shares 9,744 $770K 0.02% -22 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: 8,198 shares; 2024Q4: 9,493 shares; 2025Q1: 10,606 shares; 2025Q2: 10,694 shares; 2025Q3: 10,427 shares; 2025Q4: 8,196 shares 8,196 $767K 0.02% -2,231 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: 1,408 shares; 2024Q4: 1,466 shares; 2025Q1: 1,315 shares; 2025Q2: 1,405 shares; 2025Q3: 1,279 shares; 2025Q4: 1,157 shares 1,157 $766K 0.02% -122 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,238 shares; 2024Q4: 8,042 shares; 2025Q1: 8,439 shares; 2025Q2: 9,320 shares; 2025Q3: 10,389 shares; 2025Q4: 9,459 shares 9,459 $745K 0.02% -930 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: 1,595 shares; 2024Q4: 1,350 shares; 2025Q1: 1,370 shares; 2025Q2: 1,503 shares; 2025Q3: 1,478 shares; 2025Q4: 1,517 shares 1,517 $734K 0.02% +39 Timeline VT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,591 shares; 2025Q4: 5,152 shares 5,152 $727K 0.02% +1,561 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: 8,328 shares; 2024Q4: 7,305 shares; 2025Q1: 7,580 shares; 2025Q2: 7,627 shares; 2025Q3: 7,900 shares; 2025Q4: 8,081 shares 8,081 $715K 0.02% +181 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,153 shares; 2024Q4: 13,578 shares; 2025Q1: 13,578 shares; 2025Q2: 13,553 shares; 2025Q3: 14,748 shares; 2025Q4: 14,748 shares 14,748 $679K 0.02% 0 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: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $679K 0.02% 0 Timeline IWY 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: 4,250 shares; 2024Q4: 4,025 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,405 shares; 2025Q4: 2,405 shares 2,405 $666K 0.02% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,418 shares; 2024Q4: 35,599 shares; 2025Q1: 26,501 shares; 2025Q2: 26,738 shares; 2025Q3: 26,912 shares; 2025Q4: 13,834 shares 13,834 $658K 0.02% -13,078 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: 6,450 shares; 2024Q4: 5,478 shares; 2025Q1: 5,106 shares; 2025Q2: 4,953 shares; 2025Q3: 4,968 shares; 2025Q4: 3,730 shares 3,730 $655K 0.02% -1,238 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: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares 1,168 $644K 0.02% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 10,835 shares; 2025Q1: 10,835 shares; 2025Q2: 10,835 shares; 2025Q3: 10,835 shares; 2025Q4: 10,835 shares 10,835 $636K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 3,903 shares; 2025Q1: 3,898 shares; 2025Q2: 3,898 shares; 2025Q3: 4,076 shares; 2025Q4: 3,867 shares 3,867 $626K 0.01% -209 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,330 shares; 2025Q3: 14,330 shares; 2025Q4: 14,330 shares 14,330 $624K 0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,432 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $616K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,283 shares 5,283 $613K 0.01% new 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: 6,914 shares; 2024Q4: 6,759 shares; 2025Q1: 6,825 shares; 2025Q2: 4,682 shares; 2025Q3: 4,682 shares; 2025Q4: 4,682 shares 4,682 $604K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 9,059 shares; 2025Q1: 8,968 shares; 2025Q2: 11,468 shares; 2025Q3: 12,242 shares; 2025Q4: 14,340 shares 14,340 $579K 0.01% +2,098 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: 686 shares; 2024Q4: 407 shares; 2025Q1: 410 shares; 2025Q2: 406 shares; 2025Q3: 431 shares; 2025Q4: 469 shares 469 $570K 0.01% +38 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 4,272 shares; 2025Q3: 5,501 shares; 2025Q4: 6,951 shares 6,951 $556K 0.01% +1,450 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,164 shares; 2024Q4: 12,164 shares; 2025Q1: 12,164 shares; 2025Q2: 12,164 shares; 2025Q3: 12,164 shares; 2025Q4: 12,164 shares 12,164 $536K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 3,475 shares 3,475 $528K 0.01% new 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: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $512K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $503K 0.01% 0 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: 10,218 shares; 2024Q4: 9,392 shares; 2025Q1: 11,396 shares; 2025Q2: 11,509 shares; 2025Q3: 11,538 shares; 2025Q4: 4,918 shares 4,918 $496K 0.01% -6,620 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 7,497 shares 7,497 $491K 0.01% new Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 4,565 shares; 2025Q1: 4,565 shares; 2025Q2: 3,301 shares; 2025Q3: 3,301 shares; 2025Q4: 3,248 shares 3,248 $472K 0.01% -53 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS 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: 17,007 shares; 2025Q3: 17,007 shares; 2025Q4: 17,007 shares 17,007 $471K 0.01% 0 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: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 4,040 shares; 2025Q2: 4,065 shares; 2025Q3: 3,919 shares; 2025Q4: 2,506 shares 2,506 $465K 0.01% -1,413 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: 2,201 shares; 2024Q4: 2,201 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares 2,201 $460K 0.01% 0 Timeline IBND 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: 10,283 shares; 2024Q4: 10,283 shares; 2025Q1: 10,283 shares; 2025Q2: 13,527 shares; 2025Q3: 14,300 shares; 2025Q4: 14,300 shares 14,300 $459K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: not reported; 2025Q1: 4,595 shares; 2025Q2: 4,736 shares; 2025Q3: 4,894 shares; 2025Q4: 6,224 shares 6,224 $457K 0.01% +1,330 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: 7,736 shares; 2024Q4: 7,891 shares; 2025Q1: 5,822 shares; 2025Q2: 5,622 shares; 2025Q3: 5,322 shares; 2025Q4: 4,597 shares 4,597 $456K 0.01% -725 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: 1,889 shares; 2024Q4: 1,598 shares; 2025Q1: 1,443 shares; 2025Q2: 1,936 shares; 2025Q3: 1,766 shares; 2025Q4: 1,766 shares 1,766 $454K 0.01% 0 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: 3,255 shares; 2024Q4: 3,268 shares; 2025Q1: 3,268 shares; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares; 2025Q4: 2,832 shares 2,832 $451K 0.01% -436 Timeline QLTA 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: 10,350 shares; 2024Q4: 9,850 shares; 2025Q1: 9,850 shares; 2025Q2: 9,850 shares; 2025Q3: 9,850 shares; 2025Q4: 9,350 shares 9,350 $450K 0.01% -500 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: 3,409 shares; 2024Q4: 2,989 shares; 2025Q1: 2,989 shares; 2025Q2: 2,989 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares 2,989 $444K 0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,022 shares; 2024Q4: 38,249 shares; 2025Q1: 9,463 shares; 2025Q2: 4,916 shares; 2025Q3: 2,466 shares; 2025Q4: 2,378 shares 2,378 $443K 0.01% -88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,041 shares 2,041 $437K 0.01% new 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: 3,276 shares; 2024Q4: 13,104 shares; 2025Q1: 13,104 shares; 2025Q2: 23,686 shares; 2025Q3: 21,445 shares; 2025Q4: 13,104 shares 13,104 $427K 0.01% -8,341 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: 8,235 shares; 2024Q4: 16,470 shares; 2025Q1: 16,470 shares; 2025Q2: 16,470 shares; 2025Q3: 16,470 shares; 2025Q4: 17,770 shares 17,770 $427K 0.01% +1,300 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: 1,355 shares; 2024Q4: 1,363 shares; 2025Q1: 1,192 shares; 2025Q2: 1,326 shares; 2025Q3: 1,436 shares; 2025Q4: 1,326 shares 1,326 $422K 0.01% -110 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,251 shares; 2025Q1: 3,409 shares; 2025Q2: 4,629 shares; 2025Q3: 4,629 shares; 2025Q4: 4,629 shares 4,629 $409K 0.01% 0 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: 6,481 shares; 2024Q4: 5,771 shares; 2025Q1: 5,891 shares; 2025Q2: 5,911 shares; 2025Q3: 5,917 shares; 2025Q4: 8,769 shares 8,769 $402K 0.01% +2,852 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,115 shares; 2025Q1: 5,205 shares; 2025Q2: 5,205 shares; 2025Q3: 5,205 shares; 2025Q4: 5,205 shares 5,205 $397K 0.01% 0 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: 1,220 shares; 2024Q4: 2,432 shares; 2025Q1: 2,392 shares; 2025Q2: 2,125 shares; 2025Q3: 2,113 shares; 2025Q4: 2,116 shares 2,116 $390K 0.01% +3 Timeline EFAV 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: 4,396 shares; 2024Q4: 4,424 shares; 2025Q1: 4,424 shares; 2025Q2: 4,469 shares; 2025Q3: 4,469 shares; 2025Q4: 4,501 shares 4,501 $388K 0.01% +32 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,544 shares; 2025Q1: 4,689 shares; 2025Q2: 4,793 shares; 2025Q3: 4,986 shares; 2025Q4: 6,097 shares 6,097 $376K 0.01% +1,111 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 6,397 shares; 2025Q1: 6,583 shares; 2025Q2: 6,585 shares; 2025Q3: 6,831 shares; 2025Q4: 8,252 shares 8,252 $376K 0.01% +1,421 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 6,062 shares; 2025Q4: 9,623 shares 9,623 $372K 0.01% +3,561 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares 2,018 $371K 0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,035 shares; 2024Q4: 11,035 shares; 2025Q1: 11,035 shares; 2025Q2: 11,035 shares; 2025Q3: 11,035 shares; 2025Q4: 11,035 shares 11,035 $367K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,573 shares; 2025Q1: 1,576 shares; 2025Q2: 1,574 shares; 2025Q3: 1,616 shares; 2025Q4: 1,400 shares 1,400 $362K 0.01% -216 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,993 shares; 2025Q1: 3,083 shares; 2025Q2: 3,156 shares; 2025Q3: 2,239 shares; 2025Q4: 1,458 shares 1,458 $360K 0.01% -781 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: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 302 shares; 2025Q4: 406 shares 406 $357K 0.01% +104 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,480 shares; 2025Q1: 3,480 shares; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares 3,480 $352K 0.01% 0 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: 830 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares 830 $343K 0.01% 0 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 145,000 shares; 2025Q2: 145,000 shares; 2025Q3: 145,000 shares; 2025Q4: 145,000 shares 145,000 $339K 0.01% 0 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: 2,976 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares 2,109 $338K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $335K 0.01% 0 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: 1,550 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $334K 0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,088 shares; 2024Q4: 19,088 shares; 2025Q1: 19,088 shares; 2025Q2: 19,088 shares; 2025Q3: 17,588 shares; 2025Q4: 17,588 shares 17,588 $333K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,158 shares; 2024Q4: 25,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,100 shares; 2025Q4: 25,100 shares 25,100 $329K 0.01% 0 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,351 shares; 2024Q4: 75,351 shares; 2025Q1: 75,351 shares; 2025Q2: 75,351 shares; 2025Q3: 75,351 shares; 2025Q4: 75,351 shares 75,351 $329K 0.01% 0 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: 2,589 shares; 2024Q4: 2,585 shares; 2025Q1: 2,585 shares; 2025Q2: 2,585 shares; 2025Q3: 2,427 shares; 2025Q4: 2,400 shares 2,400 $327K 0.01% -27 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares 4,300 $323K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 4,894 shares; 2025Q1: 5,940 shares; 2025Q2: not reported; 2025Q3: 4,123 shares; 2025Q4: 5,284 shares 5,284 $319K 0.01% +1,161 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,329 shares; 2024Q4: 44,611 shares; 2025Q1: 69,195 shares; 2025Q2: 8,191 shares; 2025Q3: 6,162 shares; 2025Q4: 6,363 shares 6,363 $312K 0.01% +201 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,131 shares; 2024Q4: 4,139 shares; 2025Q1: 2,386 shares; 2025Q2: 2,397 shares; 2025Q3: 2,479 shares; 2025Q4: 2,955 shares 2,955 $310K 0.01% +476 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $308K 0.01% 0 Timeline MEOH METHANEX CORP More: the full row for METHANEX 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: 7,753 shares 7,753 $308K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares 3,050 $308K 0.01% 0 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 53 shares; 2025Q4: 57 shares 57 $304K 0.01% +4 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 462 shares; 2025Q1: 433 shares; 2025Q2: 466 shares; 2025Q3: 469 shares; 2025Q4: 478 shares 478 $298K 0.01% +9 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: 281 shares; 2024Q4: 273 shares; 2025Q1: 262 shares; 2025Q2: 3,693 shares; 2025Q3: 3,447 shares; 2025Q4: 3,260 shares 3,260 $297K 0.01% -187 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,230 shares; 2025Q1: 2,120 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $296K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 3,088 shares; 2025Q1: 3,112 shares; 2025Q2: 3,112 shares; 2025Q3: 3,112 shares; 2025Q4: 3,303 shares 3,303 $288K 0.01% +191 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: 90,798 shares; 2024Q4: 96,906 shares; 2025Q1: 139,857 shares; 2025Q2: 168,928 shares; 2025Q3: 160,286 shares; 2025Q4: 12,115 shares 12,115 $283K 0.01% -148,171 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: 196 shares; 2024Q4: 206 shares; 2025Q1: 207 shares; 2025Q2: 192 shares; 2025Q3: 191 shares; 2025Q4: 211 shares 211 $281K 0.01% +20 Timeline IBDR 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: 15,826 shares; 2025Q1: 18,956 shares; 2025Q2: 18,956 shares; 2025Q3: 11,598 shares; 2025Q4: 11,598 shares 11,598 $281K 0.01% 0 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,461 shares; 2024Q4: 38,965 shares; 2025Q1: 39,173 shares; 2025Q2: 37,510 shares; 2025Q3: 41,332 shares; 2025Q4: 7,012 shares 7,012 $279K 0.01% -34,320 Timeline HYG 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: 4,652 shares; 2024Q4: 4,677 shares; 2025Q1: 4,552 shares; 2025Q2: 3,187 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares 3,437 $277K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 767 shares; 2025Q4: 767 shares 767 $271K 0.01% 0 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: 563 shares; 2024Q4: 637 shares; 2025Q1: 583 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 518 shares 518 $271K 0.01% -55 Timeline DOV DOVER CORP More: the full row for DOVER 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: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares 1,361 $266K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,998 shares; 2025Q2: 5,128 shares; 2025Q3: 5,263 shares; 2025Q4: 4,510 shares 4,510 $260K 0.01% -753 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,535 shares; 2024Q4: 13,513 shares; 2025Q1: 12,840 shares; 2025Q2: 13,377 shares; 2025Q3: 13,381 shares; 2025Q4: 13,444 shares 13,444 $259K 0.01% +63 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 829 shares; 2025Q1: not reported; 2025Q2: 901 shares; 2025Q3: 910 shares; 2025Q4: 902 shares 902 $257K 0.01% -8 Timeline AGGM 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: 2,550 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $257K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 2,577 shares; 2025Q3: 2,577 shares; 2025Q4: 2,577 shares 2,577 $256K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 925 shares 925 $253K 0.01% -104 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: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares 1,185 $250K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares 2,121 $249K 0.01% 0 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,000 shares; 2024Q4: 16,318 shares; 2025Q1: 16,318 shares; 2025Q2: 16,318 shares; 2025Q3: 6,318 shares; 2025Q4: 5,724 shares 5,724 $246K 0.01% -594 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: 677 shares; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477 shares; 2025Q4: 477 shares 477 $243K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 883 shares; 2025Q3: 868 shares; 2025Q4: 868 shares 868 $242K 0.01% 0 Timeline DGRO 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: 3,538 shares; 2025Q4: 3,486 shares 3,486 $242K 0.01% -52 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: 537 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468 $239K 0.01% 0 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: 1,521 shares; 2024Q4: 1,566 shares; 2025Q1: 1,586 shares; 2025Q2: 1,591 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares 1,536 $237K 0.01% 0 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: 3,494 shares; 2024Q4: 3,502 shares; 2025Q1: 3,510 shares; 2025Q2: 3,518 shares; 2025Q3: 3,526 shares; 2025Q4: 3,533 shares 3,533 $236K 0.01% +7 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD 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: 4,891 shares 4,891 $234K 0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares 2,995 $233K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 1,615 shares 1,615 $228K 0.01% new Timeline IYH 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: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,505 shares; 2025Q2: not reported; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares 3,505 $228K 0.01% 0 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: 2,495 shares; 2024Q4: 2,760 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,340 shares 2,340 $225K 0.01% -70 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: 2,696 shares; 2024Q4: 2,646 shares; 2025Q1: 2,821 shares; 2025Q2: 2,846 shares; 2025Q3: 2,856 shares; 2025Q4: 2,846 shares 2,846 $225K 0.01% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares 505 $225K 0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: not reported; 2025Q1: 992 shares; 2025Q2: 949 shares; 2025Q3: 889 shares; 2025Q4: 889 shares 889 $224K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: not reported; 2025Q1: 2,119 shares; 2025Q2: 2,119 shares; 2025Q3: 2,119 shares; 2025Q4: 2,125 shares 2,125 $224K 0.01% +6 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 944 shares; 2025Q1: 892 shares; 2025Q2: 881 shares; 2025Q3: 880 shares; 2025Q4: 755 shares 755 $217K 0.01% -125 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,240 shares 1,240 $212K 0.01% new Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000 $210K <0.01% 0 Timeline FTHM FATHOM HOLDINGS INC More: the full row for FATHOM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,817 shares; 2024Q4: 68,817 shares; 2025Q1: 207,590 shares; 2025Q2: 207,590 shares; 2025Q3: 207,590 shares; 2025Q4: 207,590 shares 207,590 $210K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,530 shares; 2025Q4: 1,530 shares 1,530 $209K <0.01% 0 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: not reported; 2025Q4: 8,735 shares 8,735 $207K <0.01% new Timeline FTCS 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: 2,225 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares 2,225 $206K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,499 shares 2,499 $204K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,360 shares 6,360 $204K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,428 shares; 2024Q4: 1,002,482 shares; 2025Q1: 592,510 shares; 2025Q2: 467,420 shares; 2025Q3: 455,939 shares; 2025Q4: 38,263 shares 38,263 $203K <0.01% -417,676 Timeline IDV 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: 5,140 shares 5,140 $203K <0.01% new Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,339 shares; 2024Q4: 101,339 shares; 2025Q1: 101,339 shares; 2025Q2: 101,339 shares; 2025Q3: 101,339 shares; 2025Q4: 101,339 shares 101,339 $203K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,252 shares 1,252 $202K <0.01% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $201K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,204 shares; 2025Q4: 704 shares 704 $201K <0.01% -500 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 4,996 shares; 2025Q1: 4,996 shares; 2025Q2: 4,996 shares; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares 4,996 $201K <0.01% 0 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $170K <0.01% 0 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,379 shares; 2025Q1: 43,379 shares; 2025Q2: 43,379 shares; 2025Q3: 43,379 shares; 2025Q4: 43,379 shares 43,379 $77.6K <0.01% 0 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $35.6K <0.01% 0 Timeline FBLG FIBROBIOLOGICS INC COM More: the full row for FIBROBIOLOGICS INC COM 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: 138,960 shares 138,960 $31.3K <0.01% new Timeline