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: 133,586 shares; 2024Q4: 126,692 shares; 2025Q1: 121,369 shares; 2025Q2: 117,025 shares; 2025Q3: 114,937 shares; 2025Q4: 110,544 shares 110,544 $90.7M 2.63% -4,393 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697,487 shares; 2024Q4: 725,660 shares; 2025Q1: 692,123 shares; 2025Q2: 673,104 shares; 2025Q3: 651,350 shares; 2025Q4: 640,902 shares 640,902 $80M 2.32% -10,448 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358,295 shares; 2024Q4: 1,295,793 shares; 2025Q1: 1,235,004 shares; 2025Q2: 1,183,834 shares; 2025Q3: 1,153,341 shares; 2025Q4: 1,126,351 shares 1,126,351 $79M 2.29% -26,990 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,801 shares; 2024Q4: 354,547 shares; 2025Q1: 342,047 shares; 2025Q2: 324,921 shares; 2025Q3: 310,702 shares; 2025Q4: 297,345 shares 297,345 $74.6M 2.16% -13,357 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,622 shares; 2024Q4: 291,671 shares; 2025Q1: 285,349 shares; 2025Q2: 284,451 shares; 2025Q3: 276,502 shares; 2025Q4: 268,684 shares 268,684 $72.9M 2.11% -7,818 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,522 shares; 2024Q4: 349,198 shares; 2025Q1: 343,833 shares; 2025Q2: 363,188 shares; 2025Q3: 356,387 shares; 2025Q4: 354,250 shares 354,250 $71.4M 2.07% -2,137 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: 396,834 shares; 2024Q4: 374,483 shares; 2025Q1: 354,410 shares; 2025Q2: 354,777 shares; 2025Q3: 345,032 shares; 2025Q4: 339,759 shares 339,759 $70.9M 2.05% -5,273 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,910 shares; 2024Q4: 40,035 shares; 2025Q1: 37,658 shares; 2025Q2: 35,595 shares; 2025Q3: 33,849 shares; 2025Q4: 32,922 shares 32,922 $70.8M 2.05% -927 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,152 shares; 2024Q4: 188,456 shares; 2025Q1: 266,976 shares; 2025Q2: 357,941 shares; 2025Q3: 310,630 shares; 2025Q4: 300,927 shares 300,927 $67M 1.94% -9,703 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,361 shares; 2024Q4: 482,422 shares; 2025Q1: 536,977 shares; 2025Q2: 562,951 shares; 2025Q3: 800,282 shares; 2025Q4: 695,352 shares 695,352 $60.7M 1.76% -104,930 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,224 shares; 2024Q4: 416,426 shares; 2025Q1: 400,320 shares; 2025Q2: 464,066 shares; 2025Q3: 453,940 shares; 2025Q4: 448,770 shares 448,770 $56.8M 1.65% -5,170 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,366 shares; 2024Q4: 160,999 shares; 2025Q1: 154,763 shares; 2025Q2: 151,524 shares; 2025Q3: 149,969 shares; 2025Q4: 716,625 shares 716,625 $56.5M 1.64% +566,656 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: 281,893 shares; 2024Q4: 441,744 shares; 2025Q1: 595,627 shares; 2025Q2: 632,207 shares; 2025Q3: 693,307 shares; 2025Q4: 672,973 shares 672,973 $55.2M 1.6% -20,334 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,799 shares; 2024Q4: 315,162 shares; 2025Q1: 301,395 shares; 2025Q2: 356,670 shares; 2025Q3: 388,449 shares; 2025Q4: 392,916 shares 392,916 $54.6M 1.58% +4,467 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,745 shares; 2024Q4: 378,417 shares; 2025Q1: 303,080 shares; 2025Q2: 294,173 shares; 2025Q3: 358,081 shares; 2025Q4: 362,385 shares 362,385 $54.5M 1.58% +4,304 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,190 shares; 2024Q4: 127,546 shares; 2025Q1: 118,760 shares; 2025Q2: 113,898 shares; 2025Q3: 97,991 shares; 2025Q4: 96,536 shares 96,536 $53.4M 1.55% -1,455 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: 183,861 shares; 2024Q4: 177,582 shares; 2025Q1: 173,290 shares; 2025Q2: 168,981 shares; 2025Q3: 423,402 shares; 2025Q4: 417,531 shares 417,531 $52.8M 1.53% -5,871 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928,999 shares; 2024Q4: 869,171 shares; 2025Q1: 817,694 shares; 2025Q2: 802,686 shares; 2025Q3: 788,725 shares; 2025Q4: 778,722 shares 778,722 $50.6M 1.47% -10,003 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,448 shares; 2024Q4: 358,826 shares; 2025Q1: 360,571 shares; 2025Q2: 353,148 shares; 2025Q3: 346,400 shares; 2025Q4: 336,148 shares 336,148 $50.1M 1.45% -10,252 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: 327,896 shares; 2024Q4: 315,705 shares; 2025Q1: 305,177 shares; 2025Q2: 237,132 shares; 2025Q3: 229,214 shares; 2025Q4: 219,402 shares 219,402 $49.9M 1.45% -9,812 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: 191,416 shares; 2024Q4: 185,012 shares; 2025Q1: 187,109 shares; 2025Q2: 186,291 shares; 2025Q3: 275,939 shares; 2025Q4: 271,459 shares 271,459 $49.4M 1.43% -4,480 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: 56,295 shares; 2024Q4: 53,646 shares; 2025Q1: 51,223 shares; 2025Q2: 50,759 shares; 2025Q3: 49,979 shares; 2025Q4: 197,207 shares 197,207 $48.7M 1.41% +147,228 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: 169,822 shares; 2024Q4: 161,884 shares; 2025Q1: 156,140 shares; 2025Q2: 154,303 shares; 2025Q3: 151,408 shares; 2025Q4: 149,119 shares 149,119 $48M 1.39% -2,289 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,817 shares; 2024Q4: 114,282 shares; 2025Q1: 115,219 shares; 2025Q2: 113,503 shares; 2025Q3: 110,129 shares; 2025Q4: 107,465 shares 107,465 $47.7M 1.38% -2,664 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: 91,921 shares; 2024Q4: 88,342 shares; 2025Q1: 84,199 shares; 2025Q2: 82,732 shares; 2025Q3: 561,997 shares; 2025Q4: 543,862 shares 543,862 $47.5M 1.38% -18,135 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,522 shares; 2024Q4: 651,074 shares; 2025Q1: 632,912 shares; 2025Q2: 611,287 shares; 2025Q3: 597,911 shares; 2025Q4: 587,922 shares 587,922 $46.6M 1.35% -9,989 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: 467,740 shares; 2024Q4: 433,980 shares; 2025Q1: 644,719 shares; 2025Q2: 660,346 shares; 2025Q3: 644,920 shares; 2025Q4: 623,314 shares 623,314 $46M 1.33% -21,606 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,300 shares; 2024Q4: 162,766 shares; 2025Q1: 363,578 shares; 2025Q2: 335,599 shares; 2025Q3: 359,057 shares; 2025Q4: 340,074 shares 340,074 $46M 1.33% -18,983 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: 250,127 shares; 2024Q4: 235,365 shares; 2025Q1: 257,328 shares; 2025Q2: 258,889 shares; 2025Q3: 253,231 shares; 2025Q4: 249,814 shares 249,814 $45.5M 1.32% -3,417 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: 210,146 shares; 2024Q4: 498,392 shares; 2025Q1: 129,967 shares; 2025Q2: 193,925 shares; 2025Q3: 214,223 shares; 2025Q4: 314,790 shares 314,790 $44.4M 1.29% +100,567 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 660,253 shares; 2025Q3: 749,998 shares; 2025Q4: 1,098,026 shares 1,098,026 $44.1M 1.28% +348,028 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,637 shares; 2024Q4: 393,484 shares; 2025Q1: 372,152 shares; 2025Q2: 362,546 shares; 2025Q3: 340,447 shares; 2025Q4: 293,565 shares 293,565 $44.1M 1.28% -46,882 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,804 shares; 2024Q4: 726,928 shares; 2025Q1: 496,361 shares; 2025Q2: 481,206 shares; 2025Q3: 463,214 shares; 2025Q4: 459,297 shares 459,297 $43.8M 1.27% -3,917 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,932 shares; 2024Q4: 137,056 shares; 2025Q1: 160,720 shares; 2025Q2: 155,333 shares; 2025Q3: 150,928 shares; 2025Q4: 147,541 shares 147,541 $43.7M 1.27% -3,387 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,394 shares; 2024Q4: 629,215 shares; 2025Q1: 713,735 shares; 2025Q2: 685,217 shares; 2025Q3: 663,804 shares; 2025Q4: 637,237 shares 637,237 $42.7M 1.24% -26,567 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 468,262 shares; 2025Q2: 453,267 shares; 2025Q3: 445,006 shares; 2025Q4: 440,099 shares 440,099 $42.2M 1.22% -4,907 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,134,908 shares; 2025Q3: 1,111,130 shares; 2025Q4: 1,080,234 shares 1,080,234 $41.8M 1.21% -30,896 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224,346 shares; 2025Q1: 235,486 shares; 2025Q2: 280,546 shares; 2025Q3: 275,577 shares; 2025Q4: 273,301 shares 273,301 $41.3M 1.2% -2,276 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: 139,597 shares; 2024Q4: 132,525 shares; 2025Q1: 125,979 shares; 2025Q2: 124,156 shares; 2025Q3: 144,228 shares; 2025Q4: 145,548 shares 145,548 $37.7M 1.09% +1,320 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,710 shares; 2024Q4: 72,862 shares; 2025Q1: 94,350 shares; 2025Q2: 91,590 shares; 2025Q3: 116,637 shares; 2025Q4: 124,731 shares 124,731 $37.5M 1.09% +8,094 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,149 shares; 2024Q4: 187,994 shares; 2025Q1: 180,228 shares; 2025Q2: 171,773 shares; 2025Q3: 167,630 shares; 2025Q4: 165,808 shares 165,808 $37M 1.07% -1,822 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,372,292 shares; 2025Q2: 1,377,827 shares; 2025Q3: 1,140,560 shares; 2025Q4: 1,297,998 shares 1,297,998 $36.4M 1.05% +157,438 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: 437,334 shares 437,334 $35.7M 1.03% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,248 shares; 2024Q4: 319,413 shares; 2025Q1: 452,097 shares; 2025Q2: 464,425 shares; 2025Q3: 448,397 shares; 2025Q4: 390,144 shares 390,144 $34.7M 1% -58,253 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,320 shares; 2024Q4: 342,879 shares; 2025Q1: 329,319 shares; 2025Q2: 313,115 shares; 2025Q3: 199,651 shares; 2025Q4: 194,534 shares 194,534 $33.6M 0.97% -5,117 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: 72,544 shares; 2024Q4: 71,086 shares; 2025Q1: 68,368 shares; 2025Q2: 66,585 shares; 2025Q3: 65,072 shares; 2025Q4: 64,295 shares 64,295 $31.1M 0.9% -777 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: 125,651 shares; 2024Q4: 122,934 shares; 2025Q1: 154,074 shares; 2025Q2: 153,520 shares; 2025Q3: 151,636 shares; 2025Q4: 148,525 shares 148,525 $30.7M 0.89% -3,111 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: 410,921 shares; 2024Q4: 320,377 shares; 2025Q1: 483,227 shares; 2025Q2: 433,907 shares; 2025Q3: 552,058 shares; 2025Q4: 632,750 shares 632,750 $30.3M 0.88% +80,692 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: 40,376 shares; 2024Q4: 38,751 shares; 2025Q1: 35,836 shares; 2025Q2: 35,794 shares; 2025Q3: 34,801 shares; 2025Q4: 33,979 shares 33,979 $29.9M 0.87% -822 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,271 shares; 2024Q4: 85,255 shares; 2025Q1: 81,708 shares; 2025Q2: 79,128 shares; 2025Q3: 78,967 shares; 2025Q4: 85,392 shares 85,392 $28.8M 0.83% +6,425 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325,311 shares; 2024Q4: 4,098,065 shares; 2025Q1: 4,712,307 shares; 2025Q2: 4,673,584 shares; 2025Q3: 4,519,319 shares; 2025Q4: 3,110,263 shares 3,110,263 $28.7M 0.83% -1,409,056 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: 202,944 shares; 2024Q4: 195,819 shares; 2025Q1: 186,663 shares; 2025Q2: 181,781 shares; 2025Q3: 177,232 shares; 2025Q4: 136,996 shares 136,996 $25.1M 0.73% -40,236 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107,072 shares; 2024Q4: 1,030,635 shares; 2025Q1: 985,578 shares; 2025Q2: 862,827 shares; 2025Q3: 675,999 shares; 2025Q4: 618,086 shares 618,086 $24.5M 0.71% -57,913 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: 54,578 shares; 2024Q4: 52,895 shares; 2025Q1: 50,293 shares; 2025Q2: 49,221 shares; 2025Q3: 48,425 shares; 2025Q4: 48,320 shares 48,320 $24.3M 0.7% -105 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: 139,703 shares; 2024Q4: 130,983 shares; 2025Q1: 67,985 shares; 2025Q2: 64,596 shares; 2025Q3: 62,473 shares; 2025Q4: 60,884 shares 60,884 $23.7M 0.69% -1,589 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: 197,779 shares; 2024Q4: 206,184 shares; 2025Q1: 206,849 shares; 2025Q2: 200,721 shares; 2025Q3: 196,611 shares; 2025Q4: 193,283 shares 193,283 $23.1M 0.67% -3,328 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: 81,047 shares; 2024Q4: 78,667 shares; 2025Q1: 76,010 shares; 2025Q2: 74,493 shares; 2025Q3: 73,777 shares; 2025Q4: 73,135 shares 73,135 $22.8M 0.66% -642 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: 78,357 shares; 2024Q4: 64,679 shares; 2025Q1: 163,223 shares; 2025Q2: 232,104 shares; 2025Q3: 235,487 shares; 2025Q4: 231,796 shares 231,796 $22.3M 0.65% -3,691 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,108 shares; 2024Q4: 567,259 shares; 2025Q1: 642,624 shares; 2025Q2: 789,117 shares; 2025Q3: 826,896 shares; 2025Q4: 787,389 shares 787,389 $22.3M 0.64% -39,507 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: 423,430 shares; 2024Q4: 425,266 shares; 2025Q1: 421,275 shares; 2025Q2: 261,158 shares; 2025Q3: 256,725 shares; 2025Q4: 251,317 shares 251,317 $20.8M 0.6% -5,408 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: 61,409 shares; 2024Q4: 49,017 shares; 2025Q1: 46,754 shares; 2025Q2: 56,418 shares; 2025Q3: 55,089 shares; 2025Q4: 53,349 shares 53,349 $19.7M 0.57% -1,740 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: 279,466 shares; 2024Q4: 277,360 shares; 2025Q1: 267,815 shares; 2025Q2: 267,854 shares; 2025Q3: 263,941 shares; 2025Q4: 261,373 shares 261,373 $19.2M 0.56% -2,568 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: 37,453 shares; 2024Q4: 37,064 shares; 2025Q1: 37,322 shares; 2025Q2: 80,655 shares; 2025Q3: 78,312 shares; 2025Q4: 74,102 shares 74,102 $19M 0.55% -4,210 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: 92,412 shares; 2024Q4: 101,365 shares; 2025Q1: 100,567 shares; 2025Q2: 100,431 shares; 2025Q3: 129,621 shares; 2025Q4: 127,002 shares 127,002 $18.2M 0.53% -2,619 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: 71,288 shares; 2024Q4: 69,142 shares; 2025Q1: 66,020 shares; 2025Q2: 65,605 shares; 2025Q3: 65,778 shares; 2025Q4: 65,737 shares 65,737 $18M 0.52% -41 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: 125,140 shares; 2024Q4: 121,211 shares; 2025Q1: 119,802 shares; 2025Q2: 118,656 shares; 2025Q3: 118,854 shares; 2025Q4: 117,190 shares 117,190 $17.9M 0.52% -1,664 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: 243,481 shares; 2024Q4: 228,559 shares; 2025Q1: 216,927 shares; 2025Q2: 163,001 shares; 2025Q3: 159,962 shares; 2025Q4: 156,075 shares 156,075 $17.4M 0.5% -3,887 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,270 shares; 2024Q4: 228,126 shares; 2025Q1: 212,059 shares; 2025Q2: 204,103 shares; 2025Q3: 196,277 shares; 2025Q4: 187,382 shares 187,382 $17.3M 0.5% -8,895 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: 142,912 shares; 2024Q4: 140,239 shares; 2025Q1: 138,609 shares; 2025Q2: 135,758 shares; 2025Q3: 133,576 shares; 2025Q4: 135,942 shares 135,942 $17M 0.49% +2,366 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: 338,311 shares; 2024Q4: 336,959 shares; 2025Q1: 336,918 shares; 2025Q2: 328,625 shares; 2025Q3: 324,904 shares; 2025Q4: 320,187 shares 320,187 $16.9M 0.49% -4,717 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: 39,064 shares; 2024Q4: 153,547 shares; 2025Q1: 157,934 shares; 2025Q2: 153,508 shares; 2025Q3: 211,721 shares; 2025Q4: 208,395 shares 208,395 $16.7M 0.48% -3,326 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,850 shares; 2024Q4: 81,010 shares; 2025Q1: 76,072 shares; 2025Q2: 73,612 shares; 2025Q3: 72,183 shares; 2025Q4: 72,020 shares 72,020 $16.4M 0.48% -163 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: 57,619 shares; 2024Q4: 56,568 shares; 2025Q1: 54,667 shares; 2025Q2: 53,446 shares; 2025Q3: 52,724 shares; 2025Q4: 52,429 shares 52,429 $16M 0.46% -295 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: 31,351 shares; 2024Q4: 30,195 shares; 2025Q1: 29,167 shares; 2025Q2: 27,581 shares; 2025Q3: 27,581 shares; 2025Q4: 26,427 shares 26,427 $15.3M 0.44% -1,154 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: 117,804 shares; 2024Q4: 113,922 shares; 2025Q1: 109,465 shares; 2025Q2: 107,160 shares; 2025Q3: 105,392 shares; 2025Q4: 105,037 shares 105,037 $15.1M 0.44% -355 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: 1,013,013 shares; 2024Q4: 776,544 shares; 2025Q1: 166,161 shares; 2025Q2: 163,392 shares; 2025Q3: 155,114 shares; 2025Q4: 136,116 shares 136,116 $15M 0.43% -18,998 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,620 shares; 2024Q4: 16,827 shares; 2025Q1: 15,953 shares; 2025Q2: 15,570 shares; 2025Q3: 15,020 shares; 2025Q4: 16,824 shares 16,824 $14.8M 0.43% +1,804 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: 27,312 shares; 2024Q4: 26,509 shares; 2025Q1: 25,826 shares; 2025Q2: 31,304 shares; 2025Q3: 30,666 shares; 2025Q4: 30,401 shares 30,401 $14.7M 0.43% -265 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: 52,321 shares; 2024Q4: 42,273 shares; 2025Q1: 39,934 shares; 2025Q2: 38,990 shares; 2025Q3: 38,210 shares; 2025Q4: 41,727 shares 41,727 $14.6M 0.42% +3,517 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: 68,244 shares; 2024Q4: 65,542 shares; 2025Q1: 63,246 shares; 2025Q2: 62,583 shares; 2025Q3: 61,252 shares; 2025Q4: 60,346 shares 60,346 $14.6M 0.42% -906 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: 15,579 shares; 2024Q4: 42,178 shares; 2025Q1: 17,753 shares; 2025Q2: 23,679 shares; 2025Q3: 14,356 shares; 2025Q4: 67,881 shares 67,881 $14.3M 0.41% +53,525 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: 95,498 shares; 2024Q4: 92,868 shares; 2025Q1: 89,250 shares; 2025Q2: 63,920 shares; 2025Q3: 63,169 shares; 2025Q4: 62,430 shares 62,430 $14.3M 0.41% -739 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: 65,854 shares; 2024Q4: 64,240 shares; 2025Q1: 61,637 shares; 2025Q2: 60,841 shares; 2025Q3: 61,652 shares; 2025Q4: 61,390 shares 61,390 $14.2M 0.41% -262 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276,222 shares 276,222 $13.4M 0.39% new 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: not reported; 2024Q4: 34,557 shares; 2025Q1: 69,405 shares; 2025Q2: 69,147 shares; 2025Q3: 66,410 shares; 2025Q4: 63,290 shares 63,290 $12.3M 0.36% -3,120 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: 11,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,457 shares; 2025Q4: 332,467 shares 332,467 $12.3M 0.36% +244,010 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 226,102 shares; 2025Q2: 224,289 shares; 2025Q3: 220,113 shares; 2025Q4: 210,840 shares 210,840 $11.9M 0.34% -9,273 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: 287,359 shares; 2024Q4: 241,458 shares; 2025Q1: 235,166 shares; 2025Q2: 229,019 shares; 2025Q3: 224,542 shares; 2025Q4: 219,987 shares 219,987 $11.9M 0.34% -4,555 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: 73,392 shares; 2024Q4: 73,019 shares; 2025Q1: 71,689 shares; 2025Q2: 70,655 shares; 2025Q3: 69,130 shares; 2025Q4: 68,313 shares 68,313 $11.1M 0.32% -817 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: 71,892 shares; 2024Q4: 70,898 shares; 2025Q1: 69,566 shares; 2025Q2: 68,277 shares; 2025Q3: 67,667 shares; 2025Q4: 63,207 shares 63,207 $11.1M 0.32% -4,460 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: 167,018 shares; 2024Q4: 165,428 shares; 2025Q1: 159,108 shares; 2025Q2: 116,464 shares; 2025Q3: 114,350 shares; 2025Q4: 111,343 shares 111,343 $10.2M 0.3% -3,007 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: not reported; 2024Q4: 10,847 shares; 2025Q1: 10,997 shares; 2025Q2: 11,372 shares; 2025Q3: 11,797 shares; 2025Q4: 12,499 shares 12,499 $9.65M 0.28% +702 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: not reported; 2024Q4: 271,323 shares; 2025Q1: 285,934 shares; 2025Q2: 274,555 shares; 2025Q3: 267,737 shares; 2025Q4: 231,578 shares 231,578 $8.89M 0.26% -36,159 Timeline MBB 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: 96,954 shares; 2024Q4: 94,018 shares; 2025Q1: 95,016 shares; 2025Q2: 92,525 shares; 2025Q3: 92,315 shares; 2025Q4: 90,920 shares 90,920 $8.66M 0.25% -1,395 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169,528 shares; 2025Q2: 167,065 shares; 2025Q3: 166,957 shares; 2025Q4: 172,086 shares 172,086 $8.1M 0.23% +5,129 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: 31,962 shares; 2024Q4: 32,311 shares; 2025Q1: 30,719 shares; 2025Q2: 30,054 shares; 2025Q3: 29,829 shares; 2025Q4: 28,964 shares 28,964 $7.87M 0.23% -865 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: 78,573 shares; 2024Q4: 91,576 shares; 2025Q1: 89,668 shares; 2025Q2: 90,980 shares; 2025Q3: 90,146 shares; 2025Q4: 77,472 shares 77,472 $6.68M 0.19% -12,674 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: 41,429 shares; 2024Q4: 39,952 shares; 2025Q1: 27,213 shares; 2025Q2: 25,127 shares; 2025Q3: 25,212 shares; 2025Q4: 19,702 shares 19,702 $6.5M 0.19% -5,510 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,820 shares; 2024Q4: 93,490 shares; 2025Q1: 84,800 shares; 2025Q2: 79,805 shares; 2025Q3: 70,706 shares; 2025Q4: 71,089 shares 71,089 $5.67M 0.16% +383 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: 18,426 shares; 2024Q4: 16,767 shares; 2025Q1: 16,502 shares; 2025Q2: 15,509 shares; 2025Q3: 15,509 shares; 2025Q4: 14,485 shares 14,485 $5.41M 0.16% -1,024 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,108 shares; 2024Q4: 65,813 shares; 2025Q1: 62,073 shares; 2025Q2: 61,093 shares; 2025Q3: 57,293 shares; 2025Q4: 57,313 shares 57,313 $4.8M 0.14% +20 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: 437,981 shares; 2024Q4: 411,226 shares; 2025Q1: 329,667 shares; 2025Q2: 37,586 shares; 2025Q3: 36,237 shares; 2025Q4: 36,803 shares 36,803 $4.56M 0.13% +566 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: 20,077 shares; 2024Q4: 19,352 shares; 2025Q1: 19,006 shares; 2025Q2: 12,932 shares; 2025Q3: 12,944 shares; 2025Q4: 12,287 shares 12,287 $3.91M 0.11% -657 Timeline RUSC RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 107,520 shares; 2025Q4: 106,201 shares 106,201 $3.31M 0.1% -1,319 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,067 shares; 2024Q4: 61,173 shares; 2025Q1: 70,941 shares; 2025Q2: 75,866 shares; 2025Q3: 76,927 shares; 2025Q4: 74,600 shares 74,600 $3.29M 0.1% -2,327 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,499 shares 48,499 $3.17M 0.09% new 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: 32,596 shares; 2024Q4: 31,346 shares; 2025Q1: 29,246 shares; 2025Q2: 29,065 shares; 2025Q3: 28,665 shares; 2025Q4: 28,665 shares 28,665 $3.16M 0.09% 0 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: 35,237 shares; 2024Q4: 35,795 shares; 2025Q1: 35,201 shares; 2025Q2: 30,806 shares; 2025Q3: 30,766 shares; 2025Q4: 31,322 shares 31,322 $3.02M 0.09% +556 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP 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: 86,422 shares; 2025Q3: 99,253 shares; 2025Q4: 108,415 shares 108,415 $2.84M 0.08% +9,162 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,311 shares; 2024Q4: 52,956 shares; 2025Q1: 48,741 shares; 2025Q2: 38,991 shares; 2025Q3: 37,487 shares; 2025Q4: 28,043 shares 28,043 $2.81M 0.08% -9,444 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: 21,937 shares; 2024Q4: 16,097 shares; 2025Q1: 15,299 shares; 2025Q2: 13,040 shares; 2025Q3: 12,120 shares; 2025Q4: 11,196 shares 11,196 $2.76M 0.08% -924 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,208 shares; 2025Q1: 6,463 shares; 2025Q2: 7,306 shares; 2025Q3: 7,486 shares; 2025Q4: 8,105 shares 8,105 $2.75M 0.08% +619 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: 40,100 shares; 2024Q4: 38,445 shares; 2025Q1: 35,670 shares; 2025Q2: 35,322 shares; 2025Q3: 34,737 shares; 2025Q4: 34,737 shares 34,737 $2.74M 0.08% 0 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,144 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,534 shares; 2025Q3: 30,815 shares; 2025Q4: 31,813 shares 31,813 $2.71M 0.08% +998 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,275 shares; 2025Q1: 5,092 shares; 2025Q2: 4,226 shares; 2025Q3: 4,191 shares; 2025Q4: 4,553 shares 4,553 $2.69M 0.08% +362 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,464 shares; 2024Q4: 3,065 shares; 2025Q1: 2,938 shares; 2025Q2: 2,936 shares; 2025Q3: 2,983 shares; 2025Q4: 9,327 shares 9,327 $2.68M 0.08% +6,344 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,849 shares; 2024Q4: 101,236 shares; 2025Q1: 98,807 shares; 2025Q2: 95,800 shares; 2025Q3: 99,248 shares; 2025Q4: 120,421 shares 120,421 $2.64M 0.08% +21,173 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE 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: 52,340 shares; 2025Q4: 60,683 shares 60,683 $2.61M 0.08% +8,343 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,259 shares; 2024Q4: 23,356 shares; 2025Q1: 23,049 shares; 2025Q2: 22,245 shares; 2025Q3: 19,378 shares; 2025Q4: 21,438 shares 21,438 $2.6M 0.08% +2,060 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,341 shares; 2024Q4: 98,572 shares; 2025Q1: 93,699 shares; 2025Q2: 18,406 shares; 2025Q3: 18,149 shares; 2025Q4: 17,029 shares 17,029 $2.47M 0.07% -1,120 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,128 shares; 2024Q4: 20,234 shares; 2025Q1: 20,606 shares; 2025Q2: 20,769 shares; 2025Q3: 20,868 shares; 2025Q4: 23,020 shares 23,020 $2.39M 0.07% +2,152 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,835 shares; 2025Q1: 19,770 shares; 2025Q2: 19,770 shares; 2025Q3: 19,770 shares; 2025Q4: 19,755 shares 19,755 $2.37M 0.07% -15 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,292 shares; 2025Q3: 29,200 shares; 2025Q4: 29,944 shares 29,944 $2.36M 0.07% +744 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,654 shares; 2024Q4: 189,469 shares; 2025Q1: 267,185 shares; 2025Q2: 261,915 shares; 2025Q3: 19,448 shares; 2025Q4: 18,830 shares 18,830 $2.32M 0.07% -618 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,964 shares; 2024Q4: 33,518 shares; 2025Q1: 33,137 shares; 2025Q2: 33,024 shares; 2025Q3: 35,616 shares; 2025Q4: 39,229 shares 39,229 $2.25M 0.07% +3,613 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,743 shares; 2024Q4: 24,036 shares; 2025Q1: 23,511 shares; 2025Q2: 22,710 shares; 2025Q3: 17,952 shares; 2025Q4: 19,651 shares 19,651 $2.17M 0.06% +1,699 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: 7,662 shares; 2024Q4: 7,747 shares; 2025Q1: 7,637 shares; 2025Q2: 7,637 shares; 2025Q3: 6,507 shares; 2025Q4: 6,828 shares 6,828 $2.14M 0.06% +321 Timeline NTGR NETGEAR INC More: the full row for NETGEAR 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: 86,870 shares 86,870 $2.13M 0.06% new Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,282 shares; 2024Q4: 157,748 shares; 2025Q1: 148,145 shares; 2025Q2: 152,448 shares; 2025Q3: 228,077 shares; 2025Q4: 244,006 shares 244,006 $2.11M 0.06% +15,929 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,376 shares; 2024Q4: 6,878 shares; 2025Q1: 6,792 shares; 2025Q2: 6,353 shares; 2025Q3: 6,155 shares; 2025Q4: 5,948 shares 5,948 $2.1M 0.06% -207 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,441 shares; 2024Q4: 16,179 shares; 2025Q1: 11,689 shares; 2025Q2: 11,336 shares; 2025Q3: 11,439 shares; 2025Q4: 12,466 shares 12,466 $2.08M 0.06% +1,027 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,137 shares; 2024Q4: 51,252 shares; 2025Q1: 48,899 shares; 2025Q2: 47,651 shares; 2025Q3: 48,503 shares; 2025Q4: 53,268 shares 53,268 $2.05M 0.06% +4,765 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,986 shares; 2024Q4: 171,346 shares; 2025Q1: 200,285 shares; 2025Q2: 195,847 shares; 2025Q3: 96,239 shares; 2025Q4: 102,896 shares 102,896 $2.03M 0.06% +6,657 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,193 shares; 2024Q4: 46,087 shares; 2025Q1: 45,904 shares; 2025Q2: 44,801 shares; 2025Q3: 51,822 shares; 2025Q4: 55,226 shares 55,226 $2.03M 0.06% +3,404 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,408 shares; 2024Q4: 195,143 shares; 2025Q1: 28,582 shares; 2025Q2: 25,417 shares; 2025Q3: 24,697 shares; 2025Q4: 24,047 shares 24,047 $2.03M 0.06% -650 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,238 shares; 2024Q4: 100,805 shares; 2025Q1: 100,849 shares; 2025Q2: 97,638 shares; 2025Q3: 99,775 shares; 2025Q4: 108,318 shares 108,318 $2.03M 0.06% +8,543 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,665 shares; 2024Q4: 539,993 shares; 2025Q1: 433,882 shares; 2025Q2: 419,588 shares; 2025Q3: 407,864 shares; 2025Q4: 23,055 shares 23,055 $2.02M 0.06% -384,809 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,721 shares; 2024Q4: 31,181 shares; 2025Q1: 30,795 shares; 2025Q2: 30,991 shares; 2025Q3: 38,905 shares; 2025Q4: 40,964 shares 40,964 $1.98M 0.06% +2,059 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,006 shares; 2024Q4: 10,700 shares; 2025Q1: 10,901 shares; 2025Q2: 10,778 shares; 2025Q3: 11,101 shares; 2025Q4: 11,751 shares 11,751 $1.88M 0.05% +650 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,311 shares; 2024Q4: 13,383 shares; 2025Q1: 13,327 shares; 2025Q2: 12,871 shares; 2025Q3: 13,037 shares; 2025Q4: 14,041 shares 14,041 $1.87M 0.05% +1,004 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,388 shares; 2024Q4: 14,602 shares; 2025Q1: 14,552 shares; 2025Q2: 14,109 shares; 2025Q3: 11,163 shares; 2025Q4: 12,568 shares 12,568 $1.79M 0.05% +1,405 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,606 shares; 2024Q4: 19,487 shares; 2025Q1: 15,849 shares; 2025Q2: 15,333 shares; 2025Q3: 15,534 shares; 2025Q4: 16,897 shares 16,897 $1.7M 0.05% +1,363 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,729 shares; 2024Q4: 231,936 shares; 2025Q1: 19,994 shares; 2025Q2: 15,856 shares; 2025Q3: 16,857 shares; 2025Q4: 18,138 shares 18,138 $1.68M 0.05% +1,281 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,380 shares; 2025Q1: 5,364 shares; 2025Q2: 5,289 shares; 2025Q3: 5,374 shares; 2025Q4: 5,797 shares 5,797 $1.65M 0.05% +423 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,360 shares; 2024Q4: 29,260 shares; 2025Q1: 29,260 shares; 2025Q2: 29,260 shares; 2025Q3: 27,440 shares; 2025Q4: 27,440 shares 27,440 $1.61M 0.05% 0 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: 788 shares; 2024Q4: 763 shares; 2025Q1: 904 shares; 2025Q2: 1,612 shares; 2025Q3: 2,386 shares; 2025Q4: 2,553 shares 2,553 $1.6M 0.05% +167 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: 6,265 shares; 2024Q4: 6,265 shares; 2025Q1: 6,265 shares; 2025Q2: 6,265 shares; 2025Q3: 5,000 shares; 2025Q4: 5,047 shares 5,047 $1.58M 0.05% +47 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR 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: 90,577 shares 90,577 $1.58M 0.05% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 7,241 shares; 2025Q1: 7,216 shares; 2025Q2: 7,185 shares; 2025Q3: 7,327 shares; 2025Q4: 9,464 shares 9,464 $1.53M 0.04% +2,137 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 3,467 shares; 2025Q1: 3,457 shares; 2025Q2: 3,359 shares; 2025Q3: 3,402 shares; 2025Q4: 3,732 shares 3,732 $1.51M 0.04% +330 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: 4,746 shares; 2024Q4: 4,883 shares; 2025Q1: 4,883 shares; 2025Q2: 4,521 shares; 2025Q3: 4,451 shares; 2025Q4: 4,451 shares 4,451 $1.4M 0.04% 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: 26,434 shares; 2024Q4: 22,231 shares; 2025Q1: 21,599 shares; 2025Q2: 19,973 shares; 2025Q3: 19,180 shares; 2025Q4: 17,637 shares 17,637 $1.39M 0.04% -1,543 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: 16,622 shares; 2024Q4: 16,890 shares; 2025Q1: 16,829 shares; 2025Q2: 16,259 shares; 2025Q3: 16,656 shares; 2025Q4: 17,219 shares 17,219 $1.34M 0.04% +563 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947,316 shares; 2024Q4: 906,411 shares; 2025Q1: 917,337 shares; 2025Q2: 50,527 shares; 2025Q3: 49,339 shares; 2025Q4: 47,001 shares 47,001 $1.33M 0.04% -2,338 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: 2,420 shares; 2024Q4: 14,829 shares; 2025Q1: 3,733 shares; 2025Q2: 1,781 shares; 2025Q3: 5,530 shares; 2025Q4: 9,801 shares 9,801 $1.29M 0.04% +4,271 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: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,007 shares; 2025Q2: 962 shares; 2025Q3: 981 shares; 2025Q4: 1,872 shares 1,872 $1.28M 0.04% +891 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: 10,152 shares; 2024Q4: 10,500 shares; 2025Q1: 10,557 shares; 2025Q2: 10,313 shares; 2025Q3: 10,506 shares; 2025Q4: 10,635 shares 10,635 $1.28M 0.04% +129 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: 74,348 shares; 2024Q4: 50,898 shares; 2025Q1: 49,018 shares; 2025Q2: 29,969 shares; 2025Q3: 27,269 shares; 2025Q4: 27,109 shares 27,109 $1.25M 0.04% -160 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: 7,117 shares; 2024Q4: 6,443 shares; 2025Q1: 6,358 shares; 2025Q2: 7,488 shares; 2025Q3: 5,777 shares; 2025Q4: 6,742 shares 6,742 $1.22M 0.04% +965 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,387 shares; 2024Q4: 185,076 shares; 2025Q1: 38,556 shares; 2025Q2: 23,195 shares; 2025Q3: 23,071 shares; 2025Q4: 22,310 shares 22,310 $1.2M 0.03% -761 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: 5,895 shares; 2024Q4: 6,006 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,964 shares 5,964 $1.16M 0.03% +214 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,582 shares 18,582 $1.16M 0.03% new Timeline ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120,944 shares; 2025Q1: 120,454 shares; 2025Q2: 116,463 shares; 2025Q3: 118,859 shares; 2025Q4: 120,674 shares 120,674 $1.14M 0.03% +1,815 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: 47,497 shares; 2024Q4: 47,314 shares; 2025Q1: 45,564 shares; 2025Q2: 7,216 shares; 2025Q3: 7,158 shares; 2025Q4: 6,541 shares 6,541 $1.12M 0.03% -617 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: 3,128 shares; 2024Q4: 3,128 shares; 2025Q1: 3,128 shares; 2025Q2: 3,128 shares; 2025Q3: 3,125 shares; 2025Q4: 3,120 shares 3,120 $1.1M 0.03% -5 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,325 shares; 2024Q4: 14,660 shares; 2025Q1: 14,660 shares; 2025Q2: 14,660 shares; 2025Q3: 14,660 shares; 2025Q4: 14,660 shares 14,660 $1.09M 0.03% 0 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: 27,543 shares; 2024Q4: 22,353 shares; 2025Q1: 20,538 shares; 2025Q2: 18,393 shares; 2025Q3: 16,663 shares; 2025Q4: 15,421 shares 15,421 $1.08M 0.03% -1,242 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: 2,735 shares; 2024Q4: 2,755 shares; 2025Q1: 2,695 shares; 2025Q2: 4,595 shares; 2025Q3: 4,555 shares; 2025Q4: 4,555 shares 4,555 $1.05M 0.03% 0 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,532 shares; 2025Q1: 4,393 shares; 2025Q2: 4,280 shares; 2025Q3: 4,350 shares; 2025Q4: 4,632 shares 4,632 $1.03M 0.03% +282 Timeline CBZ CBIZ INC More: the full row for CBIZ 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: 19,632 shares 19,632 $990K 0.03% new Timeline IGF 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: 15,567 shares; 2024Q4: 16,713 shares; 2025Q1: 16,713 shares; 2025Q2: 16,596 shares; 2025Q3: 15,481 shares; 2025Q4: 16,024 shares 16,024 $983K 0.03% +543 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,296 shares; 2024Q4: 70,834 shares; 2025Q1: 70,572 shares; 2025Q2: 68,422 shares; 2025Q3: 69,777 shares; 2025Q4: 76,665 shares 76,665 $971K 0.03% +6,888 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: 141,763 shares; 2024Q4: 136,003 shares; 2025Q1: 133,622 shares; 2025Q2: 130,335 shares; 2025Q3: 4,605 shares; 2025Q4: 3,347 shares 3,347 $966K 0.03% -1,258 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,133 shares; 2025Q2: 8,894 shares; 2025Q3: 9,047 shares; 2025Q4: 9,031 shares 9,031 $948K 0.03% -16 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,143 shares; 2024Q4: 58,816 shares; 2025Q1: 58,117 shares; 2025Q2: 57,632 shares; 2025Q3: 17,953 shares; 2025Q4: 18,094 shares 18,094 $939K 0.03% +141 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: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 3,062 shares; 2025Q2: 2,999 shares; 2025Q3: 2,995 shares; 2025Q4: 2,978 shares 2,978 $924K 0.03% -17 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: 19,968 shares; 2024Q4: 12,163 shares; 2025Q1: 12,163 shares; 2025Q2: 11,463 shares; 2025Q3: 10,672 shares; 2025Q4: 9,562 shares 9,562 $918K 0.03% -1,110 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: 12,700 shares; 2024Q4: 11,831 shares; 2025Q1: 10,699 shares; 2025Q2: 10,084 shares; 2025Q3: 10,084 shares; 2025Q4: 9,498 shares 9,498 $912K 0.03% -586 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: 52,824 shares; 2024Q4: 50,159 shares; 2025Q1: 29,647 shares; 2025Q2: 29,397 shares; 2025Q3: 43,499 shares; 2025Q4: 3,407 shares 3,407 $903K 0.03% -40,092 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: 363,626 shares; 2024Q4: 348,055 shares; 2025Q1: 341,538 shares; 2025Q2: 335,304 shares; 2025Q3: 329,152 shares; 2025Q4: 28,899 shares 28,899 $864K 0.03% -300,253 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,522 shares; 2024Q4: 26,406 shares; 2025Q1: 24,745 shares; 2025Q2: 18,105 shares; 2025Q3: 18,394 shares; 2025Q4: 18,029 shares 18,029 $849K 0.02% -365 Timeline CTRN CITI TRENDS INC More: the full row for CITI TRENDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,911 shares; 2024Q4: 47,448 shares; 2025Q1: 29,080 shares; 2025Q2: 28,215 shares; 2025Q3: 28,599 shares; 2025Q4: 19,320 shares 19,320 $803K 0.02% -9,279 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,666 shares; 2024Q4: 69,621 shares; 2025Q1: 68,720 shares; 2025Q2: 68,436 shares; 2025Q3: 3,772 shares; 2025Q4: 3,139 shares 3,139 $792K 0.02% -633 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,695 shares; 2024Q4: 80,457 shares; 2025Q1: 76,671 shares; 2025Q2: 75,112 shares; 2025Q3: 77,090 shares; 2025Q4: 48,208 shares 48,208 $792K 0.02% -28,882 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: 14,787 shares; 2024Q4: 14,787 shares; 2025Q1: 14,470 shares; 2025Q2: 13,795 shares; 2025Q3: 13,744 shares; 2025Q4: 13,519 shares 13,519 $789K 0.02% -225 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: 6,229 shares; 2024Q4: 6,229 shares; 2025Q1: 6,206 shares; 2025Q2: 6,116 shares; 2025Q3: 6,096 shares; 2025Q4: 6,096 shares 6,096 $786K 0.02% 0 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: 53,744 shares; 2024Q4: 11,254 shares; 2025Q1: 10,409 shares; 2025Q2: 10,349 shares; 2025Q3: 10,109 shares; 2025Q4: 10,109 shares 10,109 $779K 0.02% 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: 767 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 759 shares; 2025Q4: 721 shares 721 $775K 0.02% -38 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: 3,596 shares; 2024Q4: 3,555 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 3,543 shares; 2025Q4: 3,543 shares 3,543 $769K 0.02% 0 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: 6,390 shares; 2024Q4: 6,230 shares; 2025Q1: 6,167 shares; 2025Q2: 5,552 shares; 2025Q3: 5,473 shares; 2025Q4: 5,434 shares 5,434 $769K 0.02% -39 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,530 shares; 2024Q4: 419,449 shares; 2025Q1: 18,730 shares; 2025Q2: 13,339 shares; 2025Q3: 12,360 shares; 2025Q4: 12,205 shares 12,205 $750K 0.02% -155 Timeline ULH UNIVERSAL LOGISTICS HLDGS IN More: the full row for UNIVERSAL LOGISTICS HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,535 shares; 2024Q4: 34,105 shares; 2025Q1: 49,246 shares; 2025Q2: 48,631 shares; 2025Q3: 49,506 shares; 2025Q4: 48,542 shares 48,542 $737K 0.02% -964 Timeline GOVT 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: 31,081 shares 31,081 $716K 0.02% new Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES 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: 214,175 shares; 2025Q2: 182,124 shares; 2025Q3: 172,221 shares; 2025Q4: 8,747 shares 8,747 $713K 0.02% -163,474 Timeline LYFT LYFT INC More: the full row for LYFT 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: 35,880 shares 35,880 $695K 0.02% new Timeline ETON ETON PHARMACEUTICALS INC More: the full row for ETON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,432 shares; 2025Q1: 60,179 shares; 2025Q2: 87,661 shares; 2025Q3: 36,778 shares; 2025Q4: 40,668 shares 40,668 $688K 0.02% +3,890 Timeline JILL J JILL INC More: the full row for J JILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,029 shares; 2024Q4: 54,119 shares; 2025Q1: 46,543 shares; 2025Q2: 45,108 shares; 2025Q3: 45,768 shares; 2025Q4: 47,456 shares 47,456 $651K 0.02% +1,688 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: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares 1,920 $644K 0.02% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,948 shares; 2024Q4: 539,678 shares; 2025Q1: 497,529 shares; 2025Q2: 14,524 shares; 2025Q3: 12,910 shares; 2025Q4: 9,544 shares 9,544 $638K 0.02% -3,366 Timeline IWV 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: 899 shares; 2024Q4: 1,182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,640 shares 1,640 $634K 0.02% new Timeline CROX CROCS INC More: the full row for CROCS 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: 6,680 shares; 2025Q2: 6,499 shares; 2025Q3: 6,679 shares; 2025Q4: 7,339 shares 7,339 $628K 0.02% +660 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,733 shares; 2025Q1: 2,733 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,733 shares 2,733 $561K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,908 shares 1,908 $554K 0.02% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,335 shares; 2025Q3: 2,313 shares; 2025Q4: 2,290 shares 2,290 $552K 0.02% -23 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares 2,190 $539K 0.02% 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: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 922 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 922 shares 922 $528K 0.02% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,197 shares; 2024Q4: 561,911 shares; 2025Q1: 454,698 shares; 2025Q2: 415,925 shares; 2025Q3: 416,226 shares; 2025Q4: 7,857 shares 7,857 $522K 0.02% -408,369 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,599 shares; 2024Q4: 2,271 shares; 2025Q1: 941 shares; 2025Q2: 883 shares; 2025Q3: 879 shares; 2025Q4: 815 shares 815 $493K 0.01% -64 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $486K 0.01% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 954 shares; 2025Q1: 653 shares; 2025Q2: 669 shares; 2025Q3: 671 shares; 2025Q4: 684 shares 684 $466K 0.01% +13 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772,269 shares; 2024Q4: 709,373 shares; 2025Q1: 16,564 shares; 2025Q2: 9,590 shares; 2025Q3: 6,664 shares; 2025Q4: 6,664 shares 6,664 $449K 0.01% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,977 shares; 2025Q1: 10,977 shares; 2025Q2: 6,927 shares; 2025Q3: 6,927 shares; 2025Q4: 6,743 shares 6,743 $445K 0.01% -184 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $435K 0.01% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 5,687 shares; 2025Q1: 5,127 shares; 2025Q2: 5,048 shares; 2025Q3: 4,821 shares; 2025Q4: 4,317 shares 4,317 $435K 0.01% -504 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: 5,756 shares; 2024Q4: 5,557 shares; 2025Q1: 5,298 shares; 2025Q2: 5,243 shares; 2025Q3: 5,150 shares; 2025Q4: 4,520 shares 4,520 $423K 0.01% -630 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: 4,975 shares; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 4,675 shares; 2025Q4: 4,675 shares 4,675 $418K 0.01% 0 Timeline HCI HCI GROUP INC More: the full row for HCI 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: 1,425 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 2,140 shares 2,140 $410K 0.01% +565 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: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares 1,235 $404K 0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 2,920 shares; 2025Q3: 2,920 shares; 2025Q4: 2,920 shares 2,920 $397K 0.01% 0 Timeline VIOO 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: not reported; 2025Q3: 3,514 shares; 2025Q4: 3,518 shares 3,518 $390K 0.01% +4 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: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100 $378K 0.01% 0 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,034 shares; 2024Q4: 14,034 shares; 2025Q1: 22,676 shares; 2025Q2: 21,233 shares; 2025Q3: 21,233 shares; 2025Q4: 21,233 shares 21,233 $363K 0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144,799 shares; 2024Q4: 37,848 shares; 2025Q1: 13,020 shares; 2025Q2: 11,205 shares; 2025Q3: 11,023 shares; 2025Q4: 9,763 shares 9,763 $363K 0.01% -1,260 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: 13,549 shares; 2024Q4: 4,749 shares; 2025Q1: 4,749 shares; 2025Q2: 4,120 shares; 2025Q3: 3,905 shares; 2025Q4: 3,535 shares 3,535 $353K 0.01% -370 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 847 shares 847 $336K 0.01% new 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: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,065 shares; 2025Q3: 3,785 shares; 2025Q4: 3,785 shares 3,785 $335K 0.01% 0 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: 635 shares; 2024Q4: 635 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares 555 $335K 0.01% 0 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: 4,785 shares; 2024Q4: 4,785 shares; 2025Q1: 3,800 shares; 2025Q2: 2,945 shares; 2025Q3: 2,890 shares; 2025Q4: 2,805 shares 2,805 $327K 0.01% -85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,023 shares 6,023 $324K 0.01% new 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: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 4,135 shares; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,135 shares 4,135 $314K 0.01% 0 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: 1,157 shares; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 887 shares 887 $305K 0.01% -240 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 935 shares 935 $283K 0.01% -70 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,550 shares; 2024Q4: 15,650 shares; 2025Q1: 16,250 shares; 2025Q2: 16,250 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares 5,550 $282K 0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,975 shares 13,975 $271K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,483 shares 5,483 $265K 0.01% new 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: 3,100 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $262K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 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 $250K 0.01% 0 Timeline VTC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,150 shares 3,150 $245K 0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 694 shares; 2025Q1: 673 shares; 2025Q2: 657 shares; 2025Q3: not reported; 2025Q4: 634 shares 634 $241K 0.01% new 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: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 361 shares; 2025Q4: 361 shares 361 $238K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares 1,718 $237K 0.01% 0 Timeline IWX 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: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 3,220 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,540 shares 2,540 $233K 0.01% -30 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: 724 shares; 2024Q4: 719 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 434 shares 434 $227K 0.01% -270 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,018 shares 1,018 $224K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,421 shares 1,421 $218K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $218K 0.01% new 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: not reported; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $217K 0.01% 0 Timeline STIP 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: 2,078 shares 2,078 $213K 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,309 shares; 2025Q1: 3,218 shares; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares; 2025Q4: 2,873 shares 2,873 $212K 0.01% -28 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,780 shares; 2025Q1: 2,870 shares; 2025Q2: 2,870 shares; 2025Q3: 2,877 shares; 2025Q4: 2,220 shares 2,220 $209K 0.01% -657 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,340 shares; 2024Q4: 16,340 shares; 2025Q1: 16,340 shares; 2025Q2: 16,340 shares; 2025Q3: 16,340 shares; 2025Q4: 16,340 shares 16,340 $117K <0.01% 0 Timeline