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: 588,008 shares; 2024Q4: 593,117 shares; 2025Q1: 577,840 shares; 2025Q2: 574,166 shares; 2025Q3: 565,718 shares; 2025Q4: 554,744 shares 554,744 $151M 5.17% -10,974 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: 273,526 shares; 2024Q4: 273,872 shares; 2025Q1: 269,948 shares; 2025Q2: 271,253 shares; 2025Q3: 269,235 shares; 2025Q4: 264,884 shares 264,884 $128M 4.39% -4,351 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: 286,995 shares; 2024Q4: 287,764 shares; 2025Q1: 288,423 shares; 2025Q2: 288,532 shares; 2025Q3: 284,078 shares; 2025Q4: 280,499 shares 280,499 $90.4M 3.1% -3,579 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: 265,585 shares; 2024Q4: 265,867 shares; 2025Q1: 267,066 shares; 2025Q2: 264,905 shares; 2025Q3: 268,735 shares; 2025Q4: 257,507 shares 257,507 $80.6M 2.76% -11,228 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: 226,091 shares; 2024Q4: 232,609 shares; 2025Q1: 233,593 shares; 2025Q2: 241,542 shares; 2025Q3: 246,067 shares; 2025Q4: 253,915 shares 253,915 $58.6M 2.01% +7,848 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: 71,354 shares; 2024Q4: 68,967 shares; 2025Q1: 69,971 shares; 2025Q2: 72,705 shares; 2025Q3: 72,503 shares; 2025Q4: 84,961 shares 84,961 $58.2M 2% +12,458 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: 170,764 shares; 2024Q4: 169,922 shares; 2025Q1: 164,998 shares; 2025Q2: 164,506 shares; 2025Q3: 161,552 shares; 2025Q4: 159,255 shares 159,255 $50M 1.71% -2,297 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: 487,883 shares; 2024Q4: 481,598 shares; 2025Q1: 476,254 shares; 2025Q2: 470,476 shares; 2025Q3: 461,627 shares; 2025Q4: 445,479 shares 445,479 $49.6M 1.7% -16,148 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: 199,886 shares; 2024Q4: 200,426 shares; 2025Q1: 201,459 shares; 2025Q2: 208,164 shares; 2025Q3: 205,045 shares; 2025Q4: 197,882 shares 197,882 $45.2M 1.55% -7,163 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: 130,467 shares; 2024Q4: 129,409 shares; 2025Q1: 130,429 shares; 2025Q2: 121,927 shares; 2025Q3: 123,314 shares; 2025Q4: 128,794 shares 128,794 $44.6M 1.53% +5,480 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: 217,169 shares; 2024Q4: 222,443 shares; 2025Q1: 217,004 shares; 2025Q2: 219,375 shares; 2025Q3: 229,340 shares; 2025Q4: 221,901 shares 221,901 $41.4M 1.42% -7,439 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: 75,941 shares; 2024Q4: 74,674 shares; 2025Q1: 73,342 shares; 2025Q2: 74,773 shares; 2025Q3: 59,273 shares; 2025Q4: 60,503 shares 60,503 $41.3M 1.41% +1,230 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: 51,972 shares; 2024Q4: 53,148 shares; 2025Q1: 55,827 shares; 2025Q2: 57,320 shares; 2025Q3: 58,165 shares; 2025Q4: 60,274 shares 60,274 $39.8M 1.36% +2,109 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: 171,618 shares; 2024Q4: 172,304 shares; 2025Q1: 173,861 shares; 2025Q2: 176,941 shares; 2025Q3: 181,290 shares; 2025Q4: 179,608 shares 179,608 $37.2M 1.27% -1,682 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: 102,503 shares; 2024Q4: 101,462 shares; 2025Q1: 103,735 shares; 2025Q2: 105,524 shares; 2025Q3: 104,317 shares; 2025Q4: 105,652 shares 105,652 $37.1M 1.27% +1,335 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: 97,964 shares; 2024Q4: 98,779 shares; 2025Q1: 99,592 shares; 2025Q2: 100,554 shares; 2025Q3: 100,456 shares; 2025Q4: 96,994 shares 96,994 $33.4M 1.14% -3,462 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: 109,036 shares; 2024Q4: 109,570 shares; 2025Q1: 110,164 shares; 2025Q2: 110,304 shares; 2025Q3: 111,070 shares; 2025Q4: 112,063 shares 112,063 $33.2M 1.14% +993 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: 34,319 shares; 2024Q4: 43,581 shares; 2025Q1: 44,988 shares; 2025Q2: 47,770 shares; 2025Q3: 48,056 shares; 2025Q4: 52,279 shares 52,279 $32.8M 1.12% +4,223 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: 24,056 shares; 2024Q4: 24,535 shares; 2025Q1: 24,838 shares; 2025Q2: 28,153 shares; 2025Q3: 27,911 shares; 2025Q4: 27,632 shares 27,632 $29.7M 1.02% -279 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: 240,944 shares; 2024Q4: 239,685 shares; 2025Q1: 241,411 shares; 2025Q2: 242,164 shares; 2025Q3: 241,333 shares; 2025Q4: 244,090 shares 244,090 $29.4M 1.01% +2,757 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: 185,166 shares; 2024Q4: 185,798 shares; 2025Q1: 186,077 shares; 2025Q2: 178,225 shares; 2025Q3: 180,105 shares; 2025Q4: 177,348 shares 177,348 $27M 0.93% -2,757 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: 138,303 shares; 2024Q4: 137,942 shares; 2025Q1: 139,305 shares; 2025Q2: 139,305 shares; 2025Q3: 154,248 shares; 2025Q4: 146,948 shares 146,948 $26.1M 0.89% -7,300 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: 400,618 shares; 2024Q4: 405,362 shares; 2025Q1: 374,674 shares; 2025Q2: 376,650 shares; 2025Q3: 371,518 shares; 2025Q4: 369,493 shares 369,493 $25.8M 0.89% -2,025 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: 304,760 shares; 2024Q4: 305,015 shares; 2025Q1: 315,388 shares; 2025Q2: 353,898 shares; 2025Q3: 357,766 shares; 2025Q4: 406,743 shares 406,743 $25.4M 0.87% +48,977 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: 44,665 shares; 2024Q4: 50,140 shares; 2025Q1: 49,913 shares; 2025Q2: 50,155 shares; 2025Q3: 49,189 shares; 2025Q4: 47,931 shares 47,931 $24.1M 0.83% -1,258 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: 354,958 shares; 2024Q4: 360,850 shares; 2025Q1: 361,394 shares; 2025Q2: 359,658 shares; 2025Q3: 361,779 shares; 2025Q4: 359,400 shares 359,400 $23.7M 0.81% -2,379 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: 251,828 shares; 2024Q4: 256,284 shares; 2025Q1: 258,958 shares; 2025Q2: 305,542 shares; 2025Q3: 309,917 shares; 2025Q4: 304,632 shares 304,632 $23.5M 0.8% -5,285 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: 86,047 shares; 2024Q4: 87,052 shares; 2025Q1: 109,954 shares; 2025Q2: 111,451 shares; 2025Q3: 111,057 shares; 2025Q4: 112,871 shares 112,871 $20.7M 0.71% +1,814 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: 23,431 shares; 2024Q4: 23,523 shares; 2025Q1: 23,573 shares; 2025Q2: 23,250 shares; 2025Q3: 22,983 shares; 2025Q4: 22,775 shares 22,775 $19.6M 0.67% -208 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: 14,893 shares; 2025Q1: 15,308 shares; 2025Q2: 18,405 shares; 2025Q3: 18,528 shares; 2025Q4: 18,297 shares 18,297 $19.6M 0.67% -231 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: 138,187 shares; 2024Q4: 137,837 shares; 2025Q1: 138,946 shares; 2025Q2: 138,744 shares; 2025Q3: 134,727 shares; 2025Q4: 134,145 shares 134,145 $19.2M 0.66% -582 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: 104,670 shares; 2024Q4: 108,258 shares; 2025Q1: 112,072 shares; 2025Q2: 117,115 shares; 2025Q3: 107,732 shares; 2025Q4: 97,351 shares 97,351 $19M 0.65% -10,381 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: 97,279 shares; 2024Q4: 100,243 shares; 2025Q1: 101,009 shares; 2025Q2: 102,414 shares; 2025Q3: 99,249 shares; 2025Q4: 95,720 shares 95,720 $18.7M 0.64% -3,529 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: 147,147 shares; 2024Q4: 147,266 shares; 2025Q1: 147,397 shares; 2025Q2: 148,436 shares; 2025Q3: 148,610 shares; 2025Q4: 147,367 shares 147,367 $18.5M 0.63% -1,243 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: 50,740 shares; 2024Q4: 50,057 shares; 2025Q1: 49,714 shares; 2025Q2: 49,117 shares; 2025Q3: 48,596 shares; 2025Q4: 48,915 shares 48,915 $18.1M 0.62% +319 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: 260,066 shares; 2024Q4: 260,946 shares; 2025Q1: 261,082 shares; 2025Q2: 261,011 shares; 2025Q3: 306,028 shares; 2025Q4: 309,958 shares 309,958 $17M 0.58% +3,930 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: 180,303 shares; 2024Q4: 180,053 shares; 2025Q1: 180,660 shares; 2025Q2: 199,515 shares; 2025Q3: 159,914 shares; 2025Q4: 157,576 shares 157,576 $16.6M 0.57% -2,338 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: 201,616 shares; 2024Q4: 200,359 shares; 2025Q1: 236,356 shares; 2025Q2: 242,126 shares; 2025Q3: 211,817 shares; 2025Q4: 204,294 shares 204,294 $16.4M 0.56% -7,523 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: 2,840 shares; 2024Q4: 82,302 shares; 2025Q1: 120,991 shares; 2025Q2: 144,433 shares; 2025Q3: 151,027 shares; 2025Q4: 167,865 shares 167,865 $16.3M 0.56% +16,838 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: 7,009 shares; 2024Q4: 8,589 shares; 2025Q1: 10,569 shares; 2025Q2: 22,189 shares; 2025Q3: 43,212 shares; 2025Q4: 58,208 shares 58,208 $16.1M 0.55% +14,996 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: 57,239 shares; 2024Q4: 56,748 shares; 2025Q1: 55,491 shares; 2025Q2: 48,534 shares; 2025Q3: 48,465 shares; 2025Q4: 47,919 shares 47,919 $16.1M 0.55% -546 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: 124,735 shares; 2024Q4: 125,007 shares; 2025Q1: 125,902 shares; 2025Q2: 127,909 shares; 2025Q3: 126,822 shares; 2025Q4: 130,223 shares 130,223 $16.1M 0.55% +3,401 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: 27,565 shares; 2024Q4: 27,672 shares; 2025Q1: 27,302 shares; 2025Q2: 27,543 shares; 2025Q3: 27,612 shares; 2025Q4: 27,846 shares 27,846 $15.9M 0.55% +234 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: 38,679 shares; 2024Q4: 39,810 shares; 2025Q1: 38,570 shares; 2025Q2: 41,707 shares; 2025Q3: 40,514 shares; 2025Q4: 48,569 shares 48,569 $14.8M 0.51% +8,055 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: 87,454 shares; 2024Q4: 86,408 shares; 2025Q1: 88,466 shares; 2025Q2: 90,984 shares; 2025Q3: 89,715 shares; 2025Q4: 82,711 shares 82,711 $14.1M 0.49% -7,004 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: 13,290 shares; 2024Q4: 13,249 shares; 2025Q1: 15,228 shares; 2025Q2: 15,198 shares; 2025Q3: 15,852 shares; 2025Q4: 16,086 shares 16,086 $14.1M 0.48% +234 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: 97,907 shares; 2024Q4: 98,314 shares; 2025Q1: 98,033 shares; 2025Q2: 131,368 shares; 2025Q3: 130,476 shares; 2025Q4: 141,758 shares 141,758 $13.6M 0.47% +11,282 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: 22,583 shares; 2024Q4: 21,940 shares; 2025Q1: 21,968 shares; 2025Q2: 20,446 shares; 2025Q3: 21,571 shares; 2025Q4: 23,152 shares 23,152 $13.4M 0.46% +1,581 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: 154,646 shares; 2024Q4: 159,036 shares; 2025Q1: 158,366 shares; 2025Q2: 118,117 shares; 2025Q3: 110,940 shares; 2025Q4: 111,287 shares 111,287 $13.4M 0.46% +347 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: 104,781 shares; 2024Q4: 102,715 shares; 2025Q1: 103,016 shares; 2025Q2: 95,788 shares; 2025Q3: 93,494 shares; 2025Q4: 92,216 shares 92,216 $13.2M 0.45% -1,278 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: 81,648 shares; 2024Q4: 81,808 shares; 2025Q1: 81,633 shares; 2025Q2: 82,686 shares; 2025Q3: 82,597 shares; 2025Q4: 82,662 shares 82,662 $12.3M 0.42% +65 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,988 shares; 2024Q4: 234,142 shares; 2025Q1: 237,712 shares; 2025Q2: 248,026 shares; 2025Q3: 218,350 shares; 2025Q4: 211,015 shares 211,015 $12.3M 0.42% -7,335 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: 23,873 shares; 2024Q4: 24,314 shares; 2025Q1: 25,345 shares; 2025Q2: 25,626 shares; 2025Q3: 26,103 shares; 2025Q4: 25,409 shares 25,409 $12M 0.41% -694 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: 39,238 shares; 2024Q4: 39,030 shares; 2025Q1: 38,933 shares; 2025Q2: 38,629 shares; 2025Q3: 39,285 shares; 2025Q4: 38,950 shares 38,950 $11.9M 0.41% -335 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: 40,140 shares; 2024Q4: 40,726 shares; 2025Q1: 40,739 shares; 2025Q2: 40,409 shares; 2025Q3: 46,024 shares; 2025Q4: 45,890 shares 45,890 $11.8M 0.4% -134 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: 73,528 shares; 2024Q4: 76,141 shares; 2025Q1: 76,472 shares; 2025Q2: 77,447 shares; 2025Q3: 104,561 shares; 2025Q4: 102,191 shares 102,191 $11.8M 0.4% -2,370 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: 54,848 shares; 2024Q4: 52,714 shares; 2025Q1: 56,226 shares; 2025Q2: 54,282 shares; 2025Q3: 49,552 shares; 2025Q4: 41,243 shares 41,243 $11.8M 0.4% -8,309 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: 33,214 shares; 2024Q4: 34,820 shares; 2025Q1: 35,124 shares; 2025Q2: 35,211 shares; 2025Q3: 36,426 shares; 2025Q4: 34,586 shares 34,586 $11.4M 0.39% -1,840 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: 88,335 shares; 2024Q4: 93,429 shares; 2025Q1: 96,269 shares; 2025Q2: 105,114 shares; 2025Q3: 109,683 shares; 2025Q4: 112,663 shares 112,663 $11.3M 0.39% +2,980 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: 72,438 shares; 2024Q4: 72,698 shares; 2025Q1: 73,541 shares; 2025Q2: 67,786 shares; 2025Q3: 68,788 shares; 2025Q4: 72,652 shares 72,652 $11.2M 0.38% +3,864 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: 88,288 shares; 2024Q4: 89,065 shares; 2025Q1: 79,015 shares; 2025Q2: 79,214 shares; 2025Q3: 79,226 shares; 2025Q4: 80,256 shares 80,256 $11M 0.38% +1,030 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: 37,097 shares; 2024Q4: 37,056 shares; 2025Q1: 36,453 shares; 2025Q2: 39,392 shares; 2025Q3: 23,988 shares; 2025Q4: 22,478 shares 22,478 $10.9M 0.37% -1,510 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: 58,356 shares; 2024Q4: 60,764 shares; 2025Q1: 63,324 shares; 2025Q2: 83,369 shares; 2025Q3: 65,820 shares; 2025Q4: 67,262 shares 67,262 $10.8M 0.37% +1,442 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: 68,927 shares; 2024Q4: 67,813 shares; 2025Q1: 68,717 shares; 2025Q2: 67,662 shares; 2025Q3: 89,447 shares; 2025Q4: 87,115 shares 87,115 $10.7M 0.37% -2,332 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,673 shares; 2024Q4: 27,237 shares; 2025Q1: 48,887 shares; 2025Q2: 65,401 shares; 2025Q3: 96,870 shares; 2025Q4: 175,170 shares 175,170 $10.7M 0.37% +78,300 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,536 shares; 2024Q4: 197,803 shares; 2025Q1: 209,277 shares; 2025Q2: 217,868 shares; 2025Q3: 192,577 shares; 2025Q4: 185,619 shares 185,619 $10.6M 0.36% -6,958 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: 9 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $10.6M 0.36% 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: 144,428 shares; 2024Q4: 144,129 shares; 2025Q1: 143,074 shares; 2025Q2: 144,587 shares; 2025Q3: 134,656 shares; 2025Q4: 132,542 shares 132,542 $10.5M 0.36% -2,114 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: 16,217 shares; 2024Q4: 16,844 shares; 2025Q1: 19,167 shares; 2025Q2: 20,797 shares; 2025Q3: 21,243 shares; 2025Q4: 34,916 shares 34,916 $10.1M 0.35% +13,673 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: 11,785 shares; 2024Q4: 16,956 shares; 2025Q1: 23,590 shares; 2025Q2: 33,521 shares; 2025Q3: 36,020 shares; 2025Q4: 38,663 shares 38,663 $9.94M 0.34% +2,643 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: 1,663 shares; 2024Q4: 1,671 shares; 2025Q1: 1,678 shares; 2025Q2: 1,808 shares; 2025Q3: 1,842 shares; 2025Q4: 1,830 shares 1,830 $9.8M 0.34% -12 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: 24,419 shares; 2024Q4: 24,984 shares; 2025Q1: 25,578 shares; 2025Q2: 47,504 shares; 2025Q3: 47,889 shares; 2025Q4: 63,560 shares 63,560 $9.76M 0.33% +15,671 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: 92,285 shares; 2024Q4: 86,367 shares; 2025Q1: 88,801 shares; 2025Q2: 102,717 shares; 2025Q3: 97,467 shares; 2025Q4: 101,070 shares 101,070 $9.42M 0.32% +3,603 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: 378,884 shares; 2024Q4: 386,083 shares; 2025Q1: 377,265 shares; 2025Q2: 384,498 shares; 2025Q3: 376,643 shares; 2025Q4: 309,116 shares 309,116 $9.24M 0.32% -67,527 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: 28,079 shares; 2024Q4: 28,308 shares; 2025Q1: 28,338 shares; 2025Q2: 33,926 shares; 2025Q3: 34,525 shares; 2025Q4: 37,334 shares 37,334 $9.19M 0.32% +2,809 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: 281,931 shares; 2024Q4: 279,381 shares; 2025Q1: 235,135 shares; 2025Q2: 240,864 shares; 2025Q3: 239,280 shares; 2025Q4: 224,443 shares 224,443 $9.14M 0.31% -14,837 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,744 shares; 2024Q4: 25,575 shares; 2025Q1: 26,931 shares; 2025Q2: 24,759 shares; 2025Q3: 25,173 shares; 2025Q4: 25,950 shares 25,950 $8.76M 0.3% +777 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,765 shares; 2024Q4: 117,817 shares; 2025Q1: 117,938 shares; 2025Q2: 122,558 shares; 2025Q3: 120,891 shares; 2025Q4: 102,544 shares 102,544 $8.64M 0.3% -18,347 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: 49,299 shares; 2024Q4: 56,020 shares; 2025Q1: 80,496 shares; 2025Q2: 86,328 shares; 2025Q3: 88,400 shares; 2025Q4: 88,860 shares 88,860 $8.54M 0.29% +460 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: 20,387 shares; 2024Q4: 20,025 shares; 2025Q1: 19,099 shares; 2025Q2: 29,671 shares; 2025Q3: 32,414 shares; 2025Q4: 36,782 shares 36,782 $8.29M 0.28% +4,368 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: 20,336 shares; 2024Q4: 21,525 shares; 2025Q1: 24,185 shares; 2025Q2: 27,003 shares; 2025Q3: 28,136 shares; 2025Q4: 31,267 shares 31,267 $8.28M 0.28% +3,131 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: 35,319 shares; 2024Q4: 35,968 shares; 2025Q1: 35,628 shares; 2025Q2: 35,901 shares; 2025Q3: 34,556 shares; 2025Q4: 34,011 shares 34,011 $8.2M 0.28% -545 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: 159,293 shares; 2024Q4: 164,019 shares; 2025Q1: 166,208 shares; 2025Q2: 171,598 shares; 2025Q3: 170,465 shares; 2025Q4: 163,809 shares 163,809 $8.06M 0.28% -6,656 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: 53,386 shares; 2025Q1: 54,090 shares; 2025Q2: 51,388 shares; 2025Q3: 48,901 shares; 2025Q4: 45,511 shares 45,511 $7.79M 0.27% -3,390 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: 63,401 shares; 2024Q4: 63,297 shares; 2025Q1: 64,430 shares; 2025Q2: 68,136 shares; 2025Q3: 67,298 shares; 2025Q4: 65,220 shares 65,220 $7.42M 0.25% -2,078 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,210 shares; 2024Q4: 98,179 shares; 2025Q1: 97,414 shares; 2025Q2: 97,281 shares; 2025Q3: 95,233 shares; 2025Q4: 94,844 shares 94,844 $7.39M 0.25% -389 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: 90,813 shares; 2024Q4: 81,536 shares; 2025Q1: 79,466 shares; 2025Q2: 76,839 shares; 2025Q3: 74,392 shares; 2025Q4: 73,368 shares 73,368 $7.05M 0.24% -1,024 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: 17,616 shares; 2024Q4: 17,795 shares; 2025Q1: 18,500 shares; 2025Q2: 19,607 shares; 2025Q3: 21,559 shares; 2025Q4: 22,075 shares 22,075 $7.03M 0.24% +516 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: 201,223 shares; 2024Q4: 203,130 shares; 2025Q1: 203,474 shares; 2025Q2: 209,568 shares; 2025Q3: 251,962 shares; 2025Q4: 259,308 shares 259,308 $7.03M 0.24% +7,346 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: 52,089 shares; 2024Q4: 52,019 shares; 2025Q1: 52,843 shares; 2025Q2: 52,730 shares; 2025Q3: 52,459 shares; 2025Q4: 52,743 shares 52,743 $7M 0.24% +284 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: 55,130 shares; 2024Q4: 56,008 shares; 2025Q1: 57,027 shares; 2025Q2: 56,987 shares; 2025Q3: 58,994 shares; 2025Q4: 59,240 shares 59,240 $6.91M 0.24% +246 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: 10,604 shares; 2024Q4: 10,979 shares; 2025Q1: 11,078 shares; 2025Q2: 11,266 shares; 2025Q3: 11,146 shares; 2025Q4: 13,516 shares 13,516 $6.9M 0.24% +2,370 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: 26,483 shares; 2024Q4: 25,017 shares; 2025Q1: 26,114 shares; 2025Q2: 30,896 shares; 2025Q3: 21,826 shares; 2025Q4: 21,006 shares 21,006 $6.88M 0.24% -820 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,475 shares; 2024Q4: 101,867 shares; 2025Q1: 137,583 shares; 2025Q2: 131,915 shares; 2025Q3: 129,610 shares; 2025Q4: 135,814 shares 135,814 $6.87M 0.24% +6,204 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: 85,167 shares; 2024Q4: 84,457 shares; 2025Q1: 89,145 shares; 2025Q2: 84,302 shares; 2025Q3: 81,871 shares; 2025Q4: 84,467 shares 84,467 $6.86M 0.24% +2,596 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,562 shares; 2024Q4: 53,562 shares; 2025Q1: 52,172 shares; 2025Q2: 51,942 shares; 2025Q3: 53,511 shares; 2025Q4: 52,893 shares 52,893 $6.7M 0.23% -618 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: 16,149 shares; 2024Q4: 16,285 shares; 2025Q1: 17,634 shares; 2025Q2: 18,615 shares; 2025Q3: 18,655 shares; 2025Q4: 19,578 shares 19,578 $6.59M 0.23% +923 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: 49,519 shares; 2024Q4: 52,625 shares; 2025Q1: 51,969 shares; 2025Q2: 55,874 shares; 2025Q3: 55,381 shares; 2025Q4: 56,007 shares 56,007 $6.56M 0.23% +626 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: 71,419 shares; 2024Q4: 70,041 shares; 2025Q1: 72,638 shares; 2025Q2: 73,877 shares; 2025Q3: 73,658 shares; 2025Q4: 69,363 shares 69,363 $6.49M 0.22% -4,295 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: 39,384 shares; 2024Q4: 39,156 shares; 2025Q1: 39,650 shares; 2025Q2: 43,039 shares; 2025Q3: 72,676 shares; 2025Q4: 73,479 shares 73,479 $6.41M 0.22% +803 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: 9,866 shares; 2024Q4: 10,788 shares; 2025Q1: 10,246 shares; 2025Q2: 11,677 shares; 2025Q3: 10,777 shares; 2025Q4: 11,034 shares 11,034 $6.32M 0.22% +257 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: 69,279 shares; 2024Q4: 67,889 shares; 2025Q1: 66,332 shares; 2025Q2: 68,491 shares; 2025Q3: 69,227 shares; 2025Q4: 70,561 shares 70,561 $6.31M 0.22% +1,334 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: 9,776 shares; 2024Q4: 10,221 shares; 2025Q1: 10,260 shares; 2025Q2: 10,471 shares; 2025Q3: 10,372 shares; 2025Q4: 10,908 shares 10,908 $6.18M 0.21% +536 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: 21,127 shares; 2024Q4: 20,307 shares; 2025Q1: 20,394 shares; 2025Q2: 21,425 shares; 2025Q3: 22,085 shares; 2025Q4: 22,752 shares 22,752 $6.17M 0.21% +667 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: 5,821 shares; 2024Q4: 5,872 shares; 2025Q1: 6,465 shares; 2025Q2: 6,736 shares; 2025Q3: 7,051 shares; 2025Q4: 7,449 shares 7,449 $6.11M 0.21% +398 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: 20,513 shares; 2024Q4: 22,427 shares; 2025Q1: 19,898 shares; 2025Q2: 25,907 shares; 2025Q3: 32,570 shares; 2025Q4: 56,802 shares 56,802 $6.1M 0.21% +24,232 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: 14,920 shares; 2024Q4: 30,207 shares; 2025Q1: 31,353 shares; 2025Q2: 32,080 shares; 2025Q3: 33,622 shares; 2025Q4: 33,064 shares 33,064 $6.09M 0.21% -558 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,913 shares; 2024Q4: 49,158 shares; 2025Q1: 49,317 shares; 2025Q2: 49,668 shares; 2025Q3: 45,076 shares; 2025Q4: 44,777 shares 44,777 $6.05M 0.21% -299 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,534 shares; 2024Q4: 70,809 shares; 2025Q1: 70,724 shares; 2025Q2: 54,558 shares; 2025Q3: 56,236 shares; 2025Q4: 57,800 shares 57,800 $5.99M 0.21% +1,564 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: 88,993 shares; 2024Q4: 87,762 shares; 2025Q1: 87,220 shares; 2025Q2: 87,046 shares; 2025Q3: 92,352 shares; 2025Q4: 98,840 shares 98,840 $5.94M 0.2% +6,488 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: 31,124 shares; 2024Q4: 30,243 shares; 2025Q1: 28,827 shares; 2025Q2: 28,485 shares; 2025Q3: 26,267 shares; 2025Q4: 25,942 shares 25,942 $5.94M 0.2% -325 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: 220,975 shares; 2024Q4: 232,124 shares; 2025Q1: 239,359 shares; 2025Q2: 246,273 shares; 2025Q3: 247,729 shares; 2025Q4: 238,420 shares 238,420 $5.94M 0.2% -9,309 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,064 shares; 2024Q4: 111,872 shares; 2025Q1: 118,225 shares; 2025Q2: 123,022 shares; 2025Q3: 123,414 shares; 2025Q4: 122,572 shares 122,572 $5.86M 0.2% -842 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: 25,466 shares; 2024Q4: 24,711 shares; 2025Q1: 24,539 shares; 2025Q2: 24,525 shares; 2025Q3: 24,930 shares; 2025Q4: 24,998 shares 24,998 $5.78M 0.2% +68 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: 31,226 shares; 2024Q4: 30,726 shares; 2025Q1: 30,519 shares; 2025Q2: 30,642 shares; 2025Q3: 30,599 shares; 2025Q4: 29,891 shares 29,891 $5.71M 0.2% -708 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: 35,015 shares; 2024Q4: 35,623 shares; 2025Q1: 36,857 shares; 2025Q2: 38,895 shares; 2025Q3: 40,042 shares; 2025Q4: 40,333 shares 40,333 $5.56M 0.19% +291 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: 11,672 shares; 2024Q4: 12,960 shares; 2025Q1: 12,796 shares; 2025Q2: 13,240 shares; 2025Q3: 13,766 shares; 2025Q4: 13,976 shares 13,976 $5.54M 0.19% +210 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: 11,455 shares; 2024Q4: 11,774 shares; 2025Q1: 16,119 shares; 2025Q2: 18,480 shares; 2025Q3: 15,387 shares; 2025Q4: 15,794 shares 15,794 $5.54M 0.19% +407 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: 134,658 shares; 2024Q4: 136,558 shares; 2025Q1: 142,208 shares; 2025Q2: 149,756 shares; 2025Q3: 164,819 shares; 2025Q4: 164,140 shares 164,140 $5.26M 0.18% -679 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,168 shares; 2024Q4: 34,378 shares; 2025Q1: 45,873 shares; 2025Q2: 51,313 shares; 2025Q3: 55,057 shares; 2025Q4: 56,577 shares 56,577 $5.25M 0.18% +1,520 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: 24,670 shares; 2024Q4: 24,792 shares; 2025Q1: 24,850 shares; 2025Q2: 24,541 shares; 2025Q3: 21,746 shares; 2025Q4: 21,147 shares 21,147 $5.21M 0.18% -599 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,189 shares; 2024Q4: 31,334 shares; 2025Q1: 31,645 shares; 2025Q2: 31,896 shares; 2025Q3: 29,504 shares; 2025Q4: 29,859 shares 29,859 $5.18M 0.18% +355 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,325 shares; 2024Q4: 329,325 shares; 2025Q1: 329,325 shares; 2025Q2: 329,325 shares; 2025Q3: 329,325 shares; 2025Q4: 329,325 shares 329,325 $5.14M 0.18% 0 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: 194,206 shares; 2024Q4: 200,749 shares; 2025Q1: 202,314 shares; 2025Q2: 205,768 shares; 2025Q3: 201,754 shares; 2025Q4: 201,711 shares 201,711 $5.01M 0.17% -43 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: 27,779 shares; 2024Q4: 28,228 shares; 2025Q1: 28,874 shares; 2025Q2: 30,714 shares; 2025Q3: 29,450 shares; 2025Q4: 28,827 shares 28,827 $5M 0.17% -623 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: 53,196 shares; 2024Q4: 53,839 shares; 2025Q1: 52,783 shares; 2025Q2: 56,547 shares; 2025Q3: 57,465 shares; 2025Q4: 73,969 shares 73,969 $4.97M 0.17% +16,504 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: 16,810 shares; 2024Q4: 16,088 shares; 2025Q1: 16,546 shares; 2025Q2: 17,107 shares; 2025Q3: 16,207 shares; 2025Q4: 16,823 shares 16,823 $4.88M 0.17% +616 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: 7,788 shares; 2024Q4: 7,788 shares; 2025Q1: 8,157 shares; 2025Q2: 8,388 shares; 2025Q3: 8,986 shares; 2025Q4: 14,224 shares 14,224 $4.88M 0.17% +5,238 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: 36,413 shares; 2024Q4: 35,338 shares; 2025Q1: 34,092 shares; 2025Q2: 32,851 shares; 2025Q3: 31,650 shares; 2025Q4: 30,461 shares 30,461 $4.88M 0.17% -1,189 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: 18,193 shares; 2024Q4: 20,119 shares; 2025Q1: 20,244 shares; 2025Q2: 21,204 shares; 2025Q3: 21,017 shares; 2025Q4: 22,030 shares 22,030 $4.78M 0.16% +1,013 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: 14,149 shares; 2024Q4: 14,943 shares; 2025Q1: 16,769 shares; 2025Q2: 16,795 shares; 2025Q3: 15,709 shares; 2025Q4: 17,685 shares 17,685 $4.74M 0.16% +1,976 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: 22,235 shares; 2024Q4: 22,085 shares; 2025Q1: 17,671 shares; 2025Q2: 19,318 shares; 2025Q3: 39,164 shares; 2025Q4: 59,134 shares 59,134 $4.71M 0.16% +19,970 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,088 shares; 2024Q4: 72,668 shares; 2025Q1: 88,087 shares; 2025Q2: 101,339 shares; 2025Q3: 103,586 shares; 2025Q4: 122,434 shares 122,434 $4.71M 0.16% +18,848 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: 2,248 shares; 2024Q4: 2,527 shares; 2025Q1: 3,432 shares; 2025Q2: 3,388 shares; 2025Q3: 3,394 shares; 2025Q4: 3,775 shares 3,775 $4.59M 0.16% +381 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: 15,638 shares; 2024Q4: 15,071 shares; 2025Q1: 15,276 shares; 2025Q2: 15,607 shares; 2025Q3: 14,319 shares; 2025Q4: 13,012 shares 13,012 $4.55M 0.16% -1,307 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: 18,791 shares; 2024Q4: 23,277 shares; 2025Q1: 21,384 shares; 2025Q2: 21,286 shares; 2025Q3: 21,516 shares; 2025Q4: 21,091 shares 21,091 $4.52M 0.15% -425 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: 58,605 shares; 2024Q4: 51,397 shares; 2025Q1: 52,273 shares; 2025Q2: 62,843 shares; 2025Q3: 58,368 shares; 2025Q4: 83,075 shares 83,075 $4.47M 0.15% +24,707 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: 9,299 shares; 2024Q4: 9,477 shares; 2025Q1: 9,385 shares; 2025Q2: 9,585 shares; 2025Q3: 9,922 shares; 2025Q4: 9,582 shares 9,582 $4.46M 0.15% -340 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: 3,416 shares; 2024Q4: 4,225 shares; 2025Q1: 4,332 shares; 2025Q2: 4,393 shares; 2025Q3: 4,643 shares; 2025Q4: 46,072 shares 46,072 $4.32M 0.15% +41,429 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: 87,834 shares; 2024Q4: 175,668 shares; 2025Q1: 181,727 shares; 2025Q2: 186,113 shares; 2025Q3: 183,914 shares; 2025Q4: 178,226 shares 178,226 $4.28M 0.15% -5,688 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,452 shares; 2024Q4: 8,433 shares; 2025Q1: 8,296 shares; 2025Q2: 8,304 shares; 2025Q3: 7,473 shares; 2025Q4: 7,467 shares 7,467 $4.26M 0.15% -6 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,740 shares; 2024Q4: 8,698 shares; 2025Q1: 12,146 shares; 2025Q2: 12,897 shares; 2025Q3: 20,576 shares; 2025Q4: 41,253 shares 41,253 $4.21M 0.14% +20,677 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,220 shares; 2024Q4: 14,384 shares; 2025Q1: 16,106 shares; 2025Q2: 16,762 shares; 2025Q3: 20,351 shares; 2025Q4: 18,808 shares 18,808 $4.13M 0.14% -1,543 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 12,338 shares; 2025Q1: 14,141 shares; 2025Q2: 14,323 shares; 2025Q3: 15,208 shares; 2025Q4: 16,132 shares 16,132 $4.13M 0.14% +924 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: 26,075 shares; 2024Q4: 42,169 shares; 2025Q1: 45,119 shares; 2025Q2: 45,561 shares; 2025Q3: 43,019 shares; 2025Q4: 40,924 shares 40,924 $4.09M 0.14% -2,095 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,321 shares; 2024Q4: 53,245 shares; 2025Q1: 52,935 shares; 2025Q2: 45,294 shares; 2025Q3: 49,211 shares; 2025Q4: 46,892 shares 46,892 $4.08M 0.14% -2,319 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: 5,043 shares; 2024Q4: 4,717 shares; 2025Q1: 6,304 shares; 2025Q2: 7,624 shares; 2025Q3: 7,624 shares; 2025Q4: 6,628 shares 6,628 $4.07M 0.14% -996 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: 13,063 shares; 2024Q4: 13,472 shares; 2025Q1: 13,865 shares; 2025Q2: 13,776 shares; 2025Q3: 13,737 shares; 2025Q4: 13,751 shares 13,751 $3.92M 0.13% +14 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: 67,256 shares; 2024Q4: 64,065 shares; 2025Q1: 64,662 shares; 2025Q2: 63,895 shares; 2025Q3: 63,635 shares; 2025Q4: 65,096 shares 65,096 $3.82M 0.13% +1,461 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: 5,976 shares; 2024Q4: 5,982 shares; 2025Q1: 6,177 shares; 2025Q2: 5,596 shares; 2025Q3: 5,623 shares; 2025Q4: 7,695 shares 7,695 $3.75M 0.13% +2,072 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: 10,524 shares; 2024Q4: 10,320 shares; 2025Q1: 10,120 shares; 2025Q2: 9,958 shares; 2025Q3: 22,504 shares; 2025Q4: 22,954 shares 22,954 $3.74M 0.13% +450 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,306 shares; 2024Q4: 30,406 shares; 2025Q1: 50,454 shares; 2025Q2: 57,482 shares; 2025Q3: 66,683 shares; 2025Q4: 100,222 shares 100,222 $3.72M 0.13% +33,539 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: 25,297 shares; 2024Q4: 25,987 shares; 2025Q1: 26,056 shares; 2025Q2: 26,266 shares; 2025Q3: 26,147 shares; 2025Q4: 26,147 shares 26,147 $3.69M 0.13% 0 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: 54,938 shares; 2024Q4: 54,820 shares; 2025Q1: 52,973 shares; 2025Q2: 52,669 shares; 2025Q3: 47,649 shares; 2025Q4: 46,035 shares 46,035 $3.63M 0.12% -1,614 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: 15,974 shares; 2024Q4: 15,776 shares; 2025Q1: 14,875 shares; 2025Q2: 14,443 shares; 2025Q3: 12,518 shares; 2025Q4: 12,516 shares 12,516 $3.62M 0.12% -2 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: 54,897 shares; 2024Q4: 54,616 shares; 2025Q1: 57,609 shares; 2025Q2: 56,986 shares; 2025Q3: 99,996 shares; 2025Q4: 62,396 shares 62,396 $3.6M 0.12% -37,600 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: 12,784 shares; 2024Q4: 15,347 shares; 2025Q1: 15,488 shares; 2025Q2: 15,953 shares; 2025Q3: 16,815 shares; 2025Q4: 16,271 shares 16,271 $3.58M 0.12% -544 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: 89,494 shares; 2024Q4: 88,308 shares; 2025Q1: 89,479 shares; 2025Q2: 92,167 shares; 2025Q3: 98,681 shares; 2025Q4: 97,385 shares 97,385 $3.53M 0.12% -1,296 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: 22,789 shares; 2024Q4: 27,047 shares; 2025Q1: 27,816 shares; 2025Q2: 28,968 shares; 2025Q3: 28,978 shares; 2025Q4: 30,325 shares 30,325 $3.52M 0.12% +1,347 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: 14,126 shares; 2024Q4: 14,809 shares; 2025Q1: 15,578 shares; 2025Q2: 16,867 shares; 2025Q3: 15,725 shares; 2025Q4: 14,212 shares 14,212 $3.51M 0.12% -1,513 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,853 shares; 2024Q4: 52,165 shares; 2025Q1: 51,990 shares; 2025Q2: 53,532 shares; 2025Q3: 53,659 shares; 2025Q4: 51,081 shares 51,081 $3.48M 0.12% -2,578 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: 6,411 shares; 2024Q4: 5,941 shares; 2025Q1: 5,734 shares; 2025Q2: 6,207 shares; 2025Q3: 7,046 shares; 2025Q4: 7,659 shares 7,659 $3.44M 0.12% +613 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: 51,540 shares 51,540 $3.37M 0.12% 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: 29,308 shares; 2024Q4: 29,296 shares; 2025Q1: 26,994 shares; 2025Q2: 26,457 shares; 2025Q3: 25,544 shares; 2025Q4: 23,214 shares 23,214 $3.34M 0.11% -2,330 Timeline MLI MUELLER INDS INC More: the full row for MUELLER 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: 27,746 shares; 2025Q4: 29,112 shares 29,112 $3.34M 0.11% +1,366 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: 7,542 shares; 2024Q4: 7,562 shares; 2025Q1: 7,321 shares; 2025Q2: 6,588 shares; 2025Q3: 6,588 shares; 2025Q4: 10,943 shares 10,943 $3.31M 0.11% +4,355 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: 5,098 shares; 2024Q4: 5,113 shares; 2025Q1: 5,119 shares; 2025Q2: 5,294 shares; 2025Q3: 5,381 shares; 2025Q4: 5,381 shares 5,381 $3.25M 0.11% 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: 2,636 shares; 2024Q4: 2,648 shares; 2025Q1: 3,378 shares; 2025Q2: 3,405 shares; 2025Q3: 3,468 shares; 2025Q4: 3,999 shares 3,999 $3.24M 0.11% +531 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: 8,730 shares; 2024Q4: 8,736 shares; 2025Q1: 9,780 shares; 2025Q2: 10,360 shares; 2025Q3: 10,584 shares; 2025Q4: 10,211 shares 10,211 $3.19M 0.11% -373 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,006 shares; 2024Q4: 18,007 shares; 2025Q1: 19,049 shares; 2025Q2: 19,249 shares; 2025Q3: 113,503 shares; 2025Q4: 120,599 shares 120,599 $3.17M 0.11% +7,096 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: 10,320 shares; 2024Q4: 10,486 shares; 2025Q1: 10,642 shares; 2025Q2: 10,593 shares; 2025Q3: 9,974 shares; 2025Q4: 10,235 shares 10,235 $3.15M 0.11% +261 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: 23,390 shares; 2024Q4: 23,430 shares; 2025Q1: 23,906 shares; 2025Q2: 23,807 shares; 2025Q3: 23,648 shares; 2025Q4: 18,838 shares 18,838 $3.05M 0.1% -4,810 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: 83,748 shares; 2024Q4: 86,355 shares; 2025Q1: 86,005 shares; 2025Q2: 83,187 shares; 2025Q3: 79,321 shares; 2025Q4: 79,422 shares 79,422 $3.05M 0.1% +101 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: 47,238 shares; 2024Q4: 47,449 shares; 2025Q1: 47,967 shares; 2025Q2: 49,231 shares; 2025Q3: 48,688 shares; 2025Q4: 58,788 shares 58,788 $2.99M 0.1% +10,100 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,517 shares; 2025Q4: 38,333 shares 38,333 $2.97M 0.1% -184 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: 57,413 shares; 2024Q4: 44,318 shares; 2025Q1: 41,938 shares; 2025Q2: 42,328 shares; 2025Q3: 39,296 shares; 2025Q4: 37,214 shares 37,214 $2.95M 0.1% -2,082 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,570 shares; 2024Q4: 103,489 shares; 2025Q1: 106,344 shares; 2025Q2: 144,734 shares; 2025Q3: 133,718 shares; 2025Q4: 135,826 shares 135,826 $2.95M 0.1% +2,108 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,738 shares; 2024Q4: 56,738 shares; 2025Q1: 56,651 shares; 2025Q2: 56,981 shares; 2025Q3: 56,729 shares; 2025Q4: 55,419 shares 55,419 $2.95M 0.1% -1,310 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: 58,793 shares; 2024Q4: 38,821 shares; 2025Q1: 38,821 shares; 2025Q2: 36,975 shares; 2025Q3: 37,932 shares; 2025Q4: 38,726 shares 38,726 $2.87M 0.1% +794 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,816 shares; 2024Q4: 120,981 shares; 2025Q1: 125,077 shares; 2025Q2: 138,966 shares; 2025Q3: 138,462 shares; 2025Q4: 140,154 shares 140,154 $2.84M 0.1% +1,692 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: 52,638 shares; 2024Q4: 53,959 shares; 2025Q1: 54,308 shares; 2025Q2: 55,802 shares; 2025Q3: 51,388 shares; 2025Q4: 52,827 shares 52,827 $2.82M 0.1% +1,439 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: 5,671 shares; 2024Q4: 5,707 shares; 2025Q1: 5,912 shares; 2025Q2: 5,755 shares; 2025Q3: 5,632 shares; 2025Q4: 5,374 shares 5,374 $2.81M 0.1% -258 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: 7,152 shares; 2024Q4: 7,242 shares; 2025Q1: 7,304 shares; 2025Q2: 8,040 shares; 2025Q3: 8,837 shares; 2025Q4: 9,411 shares 9,411 $2.79M 0.1% +574 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: 56,278 shares; 2024Q4: 168,834 shares; 2025Q1: 160,085 shares; 2025Q2: 94,616 shares; 2025Q3: 97,065 shares; 2025Q4: 101,445 shares 101,445 $2.78M 0.1% +4,380 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: 16,468 shares; 2024Q4: 16,682 shares; 2025Q1: 15,453 shares; 2025Q2: 16,066 shares; 2025Q3: 13,253 shares; 2025Q4: 13,228 shares 13,228 $2.78M 0.1% -25 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: 20,844 shares; 2024Q4: 19,844 shares; 2025Q1: 18,806 shares; 2025Q2: 18,806 shares; 2025Q3: 18,806 shares; 2025Q4: 19,871 shares 19,871 $2.77M 0.09% +1,065 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 31,524 shares; 2025Q2: 46,294 shares; 2025Q3: 47,268 shares; 2025Q4: 52,001 shares 52,001 $2.74M 0.09% +4,733 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: 7,431 shares; 2024Q4: 7,443 shares; 2025Q1: 8,490 shares; 2025Q2: 9,203 shares; 2025Q3: 9,246 shares; 2025Q4: 10,572 shares 10,572 $2.73M 0.09% +1,326 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: 6,652 shares; 2024Q4: 7,585 shares; 2025Q1: 8,321 shares; 2025Q2: 9,195 shares; 2025Q3: 9,448 shares; 2025Q4: 10,331 shares 10,331 $2.71M 0.09% +883 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,994 shares; 2024Q4: 17,244 shares; 2025Q1: 17,608 shares; 2025Q2: 17,488 shares; 2025Q3: 17,266 shares; 2025Q4: 17,206 shares 17,206 $2.7M 0.09% -60 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: 71,814 shares; 2024Q4: 72,401 shares; 2025Q1: 71,362 shares; 2025Q2: 63,299 shares; 2025Q3: 58,991 shares; 2025Q4: 49,704 shares 49,704 $2.68M 0.09% -9,287 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: 6,957 shares; 2024Q4: 6,853 shares; 2025Q1: 6,289 shares; 2025Q2: 6,229 shares; 2025Q3: 6,309 shares; 2025Q4: 6,255 shares 6,255 $2.67M 0.09% -54 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 7,472 shares; 2025Q1: 7,754 shares; 2025Q2: 8,799 shares; 2025Q3: 11,913 shares; 2025Q4: 13,687 shares 13,687 $2.66M 0.09% +1,774 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,548 shares; 2024Q4: 12,067 shares; 2025Q1: 12,421 shares; 2025Q2: 10,868 shares; 2025Q3: 11,155 shares; 2025Q4: 14,228 shares 14,228 $2.64M 0.09% +3,073 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 5,000 shares; 2025Q1: 5,205 shares; 2025Q2: 13,802 shares; 2025Q3: 15,170 shares; 2025Q4: 16,120 shares 16,120 $2.59M 0.09% +950 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: 8,607 shares; 2024Q4: 8,618 shares; 2025Q1: 12,233 shares; 2025Q2: 15,021 shares; 2025Q3: 16,904 shares; 2025Q4: 17,839 shares 17,839 $2.58M 0.09% +935 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: 14,211 shares; 2024Q4: 14,101 shares; 2025Q1: 13,521 shares; 2025Q2: 12,440 shares; 2025Q3: 12,146 shares; 2025Q4: 12,333 shares 12,333 $2.58M 0.09% +187 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: 14,953 shares; 2024Q4: 14,683 shares; 2025Q1: 14,635 shares; 2025Q2: 14,624 shares; 2025Q3: 12,431 shares; 2025Q4: 12,360 shares 12,360 $2.57M 0.09% -71 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,620 shares; 2024Q4: 22,838 shares; 2025Q1: 23,229 shares; 2025Q2: 74,684 shares; 2025Q3: 71,809 shares; 2025Q4: 70,088 shares 70,088 $2.57M 0.09% -1,721 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,821 shares; 2025Q1: 4,871 shares; 2025Q2: 5,064 shares; 2025Q3: 5,358 shares; 2025Q4: 5,382 shares 5,382 $2.52M 0.09% +24 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,293 shares; 2025Q4: 25,505 shares 25,505 $2.52M 0.09% +1,212 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 3,351 shares; 2025Q1: 3,363 shares; 2025Q2: 3,424 shares; 2025Q3: 3,172 shares; 2025Q4: 16,221 shares 16,221 $2.48M 0.09% +13,049 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: not reported; 2024Q4: not reported; 2025Q1: 4,153 shares; 2025Q2: 12,223 shares; 2025Q3: 12,473 shares; 2025Q4: 17,500 shares 17,500 $2.47M 0.08% +5,027 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: 29,755 shares; 2024Q4: 25,416 shares; 2025Q1: 25,416 shares; 2025Q2: 25,416 shares; 2025Q3: 29,230 shares; 2025Q4: 29,092 shares 29,092 $2.46M 0.08% -138 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: 6,652 shares; 2024Q4: 7,009 shares; 2025Q1: 7,486 shares; 2025Q2: 7,379 shares; 2025Q3: 7,378 shares; 2025Q4: 8,566 shares 8,566 $2.46M 0.08% +1,188 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,894 shares; 2024Q4: 8,060 shares; 2025Q1: 8,295 shares; 2025Q2: 8,331 shares; 2025Q3: 7,880 shares; 2025Q4: 7,959 shares 7,959 $2.44M 0.08% +79 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: 53,406 shares; 2024Q4: 53,386 shares; 2025Q1: 50,706 shares; 2025Q2: 47,360 shares; 2025Q3: 50,619 shares; 2025Q4: 45,118 shares 45,118 $2.43M 0.08% -5,501 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 4,064 shares; 2025Q1: 3,254 shares; 2025Q2: 14,203 shares; 2025Q3: 18,403 shares; 2025Q4: 17,815 shares 17,815 $2.42M 0.08% -588 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,011 shares; 2024Q4: 9,021 shares; 2025Q1: 9,021 shares; 2025Q2: 10,586 shares; 2025Q3: 10,382 shares; 2025Q4: 9,976 shares 9,976 $2.42M 0.08% -406 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: 29,333 shares; 2024Q4: 31,801 shares; 2025Q1: 35,014 shares; 2025Q2: 30,392 shares; 2025Q3: 30,345 shares; 2025Q4: 29,239 shares 29,239 $2.39M 0.08% -1,106 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,716 shares; 2024Q4: 71,729 shares; 2025Q1: 72,831 shares; 2025Q2: 62,182 shares; 2025Q3: 61,793 shares; 2025Q4: 61,914 shares 61,914 $2.38M 0.08% +121 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL 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: 25,433 shares; 2025Q4: 27,484 shares 27,484 $2.37M 0.08% +2,051 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: 7,468 shares; 2024Q4: 9,386 shares; 2025Q1: 11,478 shares; 2025Q2: 14,636 shares; 2025Q3: 16,372 shares; 2025Q4: 17,762 shares 17,762 $2.36M 0.08% +1,390 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: 44,549 shares; 2025Q2: 81,025 shares; 2025Q3: 81,566 shares; 2025Q4: 88,116 shares 88,116 $2.35M 0.08% +6,550 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: 13,428 shares; 2024Q4: 13,086 shares; 2025Q1: 13,071 shares; 2025Q2: 9,400 shares; 2025Q3: 8,283 shares; 2025Q4: 8,132 shares 8,132 $2.35M 0.08% -151 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,326 shares; 2024Q4: 28,086 shares; 2025Q1: 27,345 shares; 2025Q2: 28,230 shares; 2025Q3: 27,070 shares; 2025Q4: 27,137 shares 27,137 $2.32M 0.08% +67 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: 3,880 shares; 2024Q4: 3,880 shares; 2025Q1: 21,566 shares; 2025Q2: 21,738 shares; 2025Q3: 27,255 shares; 2025Q4: 32,892 shares 32,892 $2.31M 0.08% +5,637 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: 45,383 shares; 2024Q4: 45,095 shares; 2025Q1: 45,524 shares; 2025Q2: 46,716 shares; 2025Q3: 46,853 shares; 2025Q4: 47,400 shares 47,400 $2.3M 0.08% +547 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: 45,767 shares; 2024Q4: 45,473 shares; 2025Q1: 44,656 shares; 2025Q2: 44,165 shares; 2025Q3: 40,394 shares; 2025Q4: 43,141 shares 43,141 $2.28M 0.08% +2,747 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: 19,552 shares; 2024Q4: 19,632 shares; 2025Q1: 20,389 shares; 2025Q2: 20,114 shares; 2025Q3: 15,346 shares; 2025Q4: 12,266 shares 12,266 $2.28M 0.08% -3,080 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,689 shares; 2024Q4: 72,463 shares; 2025Q1: 75,393 shares; 2025Q2: 76,815 shares; 2025Q3: 76,393 shares; 2025Q4: 81,633 shares 81,633 $2.24M 0.08% +5,240 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 5,812 shares; 2025Q1: 5,808 shares; 2025Q2: 5,737 shares; 2025Q3: 6,005 shares; 2025Q4: 5,738 shares 5,738 $2.23M 0.08% -267 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: 6,908 shares; 2024Q4: 6,773 shares; 2025Q1: 6,583 shares; 2025Q2: 7,009 shares; 2025Q3: 6,378 shares; 2025Q4: 6,284 shares 6,284 $2.21M 0.08% -94 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: 1,804 shares; 2024Q4: 1,781 shares; 2025Q1: 1,738 shares; 2025Q2: 25,050 shares; 2025Q3: 24,420 shares; 2025Q4: 23,981 shares 23,981 $2.19M 0.08% -439 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: 2,513 shares; 2024Q4: 2,493 shares; 2025Q1: 2,491 shares; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares; 2025Q4: 2,451 shares 2,451 $2.15M 0.07% +4 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,399 shares; 2024Q4: 57,399 shares; 2025Q1: 57,399 shares; 2025Q2: 57,399 shares; 2025Q3: 57,399 shares; 2025Q4: 47,004 shares 47,004 $2.15M 0.07% -10,395 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: 89,285 shares; 2024Q4: 92,232 shares; 2025Q1: 92,178 shares; 2025Q2: 86,687 shares; 2025Q3: 75,237 shares; 2025Q4: 59,183 shares 59,183 $2.15M 0.07% -16,054 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 11,813 shares; 2025Q1: 12,031 shares; 2025Q2: 12,215 shares; 2025Q3: 11,108 shares; 2025Q4: 10,776 shares 10,776 $2.14M 0.07% -332 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: 4,177 shares; 2024Q4: 4,177 shares; 2025Q1: 4,177 shares; 2025Q2: 4,177 shares; 2025Q3: 4,177 shares; 2025Q4: 5,177 shares 5,177 $2.14M 0.07% +1,000 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: 13,871 shares; 2024Q4: 13,871 shares; 2025Q1: 13,492 shares; 2025Q2: 30,042 shares; 2025Q3: 39,606 shares; 2025Q4: 32,725 shares 32,725 $2.11M 0.07% -6,881 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: 6,580 shares; 2024Q4: 7,344 shares; 2025Q1: 7,534 shares; 2025Q2: 7,534 shares; 2025Q3: 7,534 shares; 2025Q4: 14,561 shares 14,561 $2.1M 0.07% +7,027 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,317 shares; 2024Q4: 25,520 shares; 2025Q1: 27,351 shares; 2025Q2: 26,153 shares; 2025Q3: 24,519 shares; 2025Q4: 23,911 shares 23,911 $2.08M 0.07% -608 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,270 shares; 2024Q4: 22,470 shares; 2025Q1: 223,001 shares; 2025Q2: 138,574 shares; 2025Q3: 144,719 shares; 2025Q4: 147,983 shares 147,983 $2.08M 0.07% +3,264 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,134 shares; 2024Q4: 23,542 shares; 2025Q1: 22,533 shares; 2025Q2: 22,039 shares; 2025Q3: 20,258 shares; 2025Q4: 16,293 shares 16,293 $2.05M 0.07% -3,965 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,494 shares; 2024Q4: 17,413 shares; 2025Q1: 18,055 shares; 2025Q2: 14,004 shares; 2025Q3: 14,475 shares; 2025Q4: 12,583 shares 12,583 $2.03M 0.07% -1,892 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: 3,586 shares; 2024Q4: 3,566 shares; 2025Q1: 3,461 shares; 2025Q2: 3,290 shares; 2025Q3: 3,169 shares; 2025Q4: 3,161 shares 3,161 $1.97M 0.07% -8 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,479 shares; 2024Q4: 30,034 shares; 2025Q1: 29,627 shares; 2025Q2: 29,076 shares; 2025Q3: 25,307 shares; 2025Q4: 24,187 shares 24,187 $1.97M 0.07% -1,120 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: 63,262 shares; 2024Q4: 62,355 shares; 2025Q1: 63,091 shares; 2025Q2: 64,635 shares; 2025Q3: 54,500 shares; 2025Q4: 53,343 shares 53,343 $1.96M 0.07% -1,157 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: 39,469 shares; 2024Q4: 39,982 shares; 2025Q1: 43,099 shares; 2025Q2: 46,721 shares; 2025Q3: 46,079 shares; 2025Q4: 48,634 shares 48,634 $1.96M 0.07% +2,555 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: 59,092 shares; 2024Q4: 60,695 shares; 2025Q1: 46,630 shares; 2025Q2: 31,936 shares; 2025Q3: 22,324 shares; 2025Q4: 19,967 shares 19,967 $1.95M 0.07% -2,357 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: 9,988 shares; 2024Q4: 9,806 shares; 2025Q1: 9,840 shares; 2025Q2: 9,804 shares; 2025Q3: 10,494 shares; 2025Q4: 10,376 shares 10,376 $1.95M 0.07% -118 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 575 shares; 2025Q1: 563 shares; 2025Q2: 467 shares; 2025Q3: 472 shares; 2025Q4: 574 shares 574 $1.95M 0.07% +102 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,982 shares; 2024Q4: 36,422 shares; 2025Q1: 38,417 shares; 2025Q2: 38,727 shares; 2025Q3: 36,002 shares; 2025Q4: 32,699 shares 32,699 $1.92M 0.07% -3,303 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: 6,008 shares; 2024Q4: 5,899 shares; 2025Q1: 6,027 shares; 2025Q2: 6,006 shares; 2025Q3: 5,508 shares; 2025Q4: 5,799 shares 5,799 $1.88M 0.06% +291 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,865 shares; 2024Q4: 20,865 shares; 2025Q1: 20,832 shares; 2025Q2: 20,429 shares; 2025Q3: 20,131 shares; 2025Q4: 20,131 shares 20,131 $1.86M 0.06% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,843 shares; 2025Q1: 1,818 shares; 2025Q2: 1,808 shares; 2025Q3: 1,667 shares; 2025Q4: 1,739 shares 1,739 $1.86M 0.06% +72 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: 9,552 shares; 2024Q4: 8,882 shares; 2025Q1: 12,420 shares; 2025Q2: 12,658 shares; 2025Q3: 11,887 shares; 2025Q4: 12,369 shares 12,369 $1.86M 0.06% +482 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: 19,084 shares; 2024Q4: 19,134 shares; 2025Q1: 22,322 shares; 2025Q2: 23,905 shares; 2025Q3: 21,180 shares; 2025Q4: 21,205 shares 21,205 $1.86M 0.06% +25 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: 32,460 shares; 2024Q4: 34,472 shares; 2025Q1: 34,550 shares; 2025Q2: 39,228 shares; 2025Q3: 37,796 shares; 2025Q4: 37,000 shares 37,000 $1.81M 0.06% -796 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: 10,096 shares; 2024Q4: 10,142 shares; 2025Q1: 10,022 shares; 2025Q2: 9,372 shares; 2025Q3: 8,483 shares; 2025Q4: 8,483 shares 8,483 $1.8M 0.06% 0 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: 5,366 shares; 2024Q4: 5,117 shares; 2025Q1: 4,694 shares; 2025Q2: 4,772 shares; 2025Q3: 4,772 shares; 2025Q4: 4,772 shares 4,772 $1.78M 0.06% 0 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: 32,859 shares; 2024Q4: 28,092 shares; 2025Q1: 29,840 shares; 2025Q2: 28,091 shares; 2025Q3: 27,086 shares; 2025Q4: 27,632 shares 27,632 $1.76M 0.06% +546 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: 10,747 shares; 2024Q4: 11,522 shares; 2025Q1: 12,082 shares; 2025Q2: 10,712 shares; 2025Q3: 10,002 shares; 2025Q4: 9,875 shares 9,875 $1.75M 0.06% -127 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 9,771 shares; 2025Q1: 9,882 shares; 2025Q2: 10,506 shares; 2025Q3: 10,842 shares; 2025Q4: 8,979 shares 8,979 $1.75M 0.06% -1,863 Timeline MTUM 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: 1,000 shares; 2024Q4: 1,409 shares; 2025Q1: 1,457 shares; 2025Q2: 3,431 shares; 2025Q3: 5,602 shares; 2025Q4: 6,967 shares 6,967 $1.74M 0.06% +1,365 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 12,729 shares; 2025Q1: 11,843 shares; 2025Q2: 11,229 shares; 2025Q3: 23,458 shares; 2025Q4: 17,363 shares 17,363 $1.74M 0.06% -6,095 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,750 shares; 2025Q1: 13,213 shares; 2025Q2: 16,562 shares; 2025Q3: 15,812 shares; 2025Q4: 13,175 shares 13,175 $1.73M 0.06% -2,637 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: 5,897 shares; 2024Q4: 5,803 shares; 2025Q1: 6,083 shares; 2025Q2: 6,160 shares; 2025Q3: 5,769 shares; 2025Q4: 5,066 shares 5,066 $1.71M 0.06% -703 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,188 shares; 2024Q4: 38,848 shares; 2025Q1: 38,298 shares; 2025Q2: 38,258 shares; 2025Q3: 37,808 shares; 2025Q4: 32,797 shares 32,797 $1.69M 0.06% -5,011 Timeline SPMO 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: not reported; 2025Q2: not reported; 2025Q3: 13,331 shares; 2025Q4: 14,131 shares 14,131 $1.69M 0.06% +800 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: 7,095 shares; 2024Q4: 7,125 shares; 2025Q1: 7,125 shares; 2025Q2: 6,275 shares; 2025Q3: 6,150 shares; 2025Q4: 6,025 shares 6,025 $1.68M 0.06% -125 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,084 shares; 2024Q4: 24,412 shares; 2025Q1: 9,029 shares; 2025Q2: 14,261 shares; 2025Q3: 18,363 shares; 2025Q4: 20,594 shares 20,594 $1.66M 0.06% +2,231 Timeline IUSB 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: 20,997 shares; 2024Q4: 19,079 shares; 2025Q1: 19,280 shares; 2025Q2: 19,248 shares; 2025Q3: 24,477 shares; 2025Q4: 35,354 shares 35,354 $1.65M 0.06% +10,877 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,600 shares; 2024Q4: 35,600 shares; 2025Q1: 35,600 shares; 2025Q2: 35,600 shares; 2025Q3: 34,766 shares; 2025Q4: 36,680 shares 36,680 $1.63M 0.06% +1,914 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: 7,024 shares; 2024Q4: 8,438 shares; 2025Q1: 8,437 shares; 2025Q2: 8,159 shares; 2025Q3: 8,089 shares; 2025Q4: 8,476 shares 8,476 $1.62M 0.06% +387 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: 2,484 shares; 2024Q4: 2,523 shares; 2025Q1: 2,584 shares; 2025Q2: 2,621 shares; 2025Q3: 2,478 shares; 2025Q4: 2,463 shares 2,463 $1.61M 0.06% -15 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,637 shares; 2024Q4: 18,666 shares; 2025Q1: 18,666 shares; 2025Q2: 16,879 shares; 2025Q3: 16,879 shares; 2025Q4: 13,670 shares 13,670 $1.61M 0.06% -3,209 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 5,524 shares; 2025Q1: 5,835 shares; 2025Q2: 6,571 shares; 2025Q3: 6,798 shares; 2025Q4: 7,166 shares 7,166 $1.6M 0.05% +368 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,169 shares; 2024Q4: 26,555 shares; 2025Q1: 28,755 shares; 2025Q2: 30,626 shares; 2025Q3: 12,853 shares; 2025Q4: 12,425 shares 12,425 $1.59M 0.05% -428 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: 12,873 shares; 2024Q4: 12,873 shares; 2025Q1: 13,054 shares; 2025Q2: 13,024 shares; 2025Q3: 12,833 shares; 2025Q4: 12,833 shares 12,833 $1.56M 0.05% 0 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: 15,878 shares; 2024Q4: 15,878 shares; 2025Q1: 29,183 shares; 2025Q2: 30,263 shares; 2025Q3: 30,410 shares; 2025Q4: 28,364 shares 28,364 $1.55M 0.05% -2,046 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: 3,082 shares; 2024Q4: 3,051 shares; 2025Q1: 2,963 shares; 2025Q2: 2,754 shares; 2025Q3: 2,703 shares; 2025Q4: 2,341 shares 2,341 $1.55M 0.05% -362 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,749 shares; 2024Q4: 63,749 shares; 2025Q1: 63,749 shares; 2025Q2: 63,749 shares; 2025Q3: 65,549 shares; 2025Q4: 65,549 shares 65,549 $1.55M 0.05% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,700 shares; 2024Q4: 25,696 shares; 2025Q1: 28,524 shares; 2025Q2: 31,716 shares; 2025Q3: 30,240 shares; 2025Q4: 31,748 shares 31,748 $1.54M 0.05% +1,508 Timeline SCZ 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: 13,290 shares; 2024Q4: 13,396 shares; 2025Q1: 14,512 shares; 2025Q2: 14,962 shares; 2025Q3: 16,555 shares; 2025Q4: 19,702 shares 19,702 $1.53M 0.05% +3,147 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,038 shares; 2025Q1: 2,998 shares; 2025Q2: not reported; 2025Q3: 28,927 shares; 2025Q4: 23,587 shares 23,587 $1.5M 0.05% -5,340 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: 6,322 shares; 2024Q4: 6,273 shares; 2025Q1: 6,167 shares; 2025Q2: 6,509 shares; 2025Q3: 6,569 shares; 2025Q4: 7,120 shares 7,120 $1.49M 0.05% +551 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: 28,480 shares; 2024Q4: 26,405 shares; 2025Q1: 25,524 shares; 2025Q2: 26,951 shares; 2025Q3: 26,836 shares; 2025Q4: 27,156 shares 27,156 $1.49M 0.05% +320 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: 18,500 shares; 2024Q4: 17,837 shares; 2025Q1: 17,900 shares; 2025Q2: 16,934 shares; 2025Q3: 17,859 shares; 2025Q4: 15,555 shares 15,555 $1.48M 0.05% -2,304 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,183 shares; 2025Q2: 2,709 shares; 2025Q3: 3,438 shares; 2025Q4: 3,509 shares 3,509 $1.48M 0.05% +71 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: 27,346 shares; 2024Q4: 27,346 shares; 2025Q1: 23,964 shares; 2025Q2: 22,759 shares; 2025Q3: 22,674 shares; 2025Q4: 22,008 shares 22,008 $1.47M 0.05% -666 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: 2,389 shares; 2024Q4: 2,192 shares; 2025Q1: 2,146 shares; 2025Q2: 2,050 shares; 2025Q3: 2,186 shares; 2025Q4: 1,902 shares 1,902 $1.47M 0.05% -284 Timeline CATH 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: 4,197 shares; 2024Q4: 4,197 shares; 2025Q1: 17,604 shares; 2025Q2: 17,604 shares; 2025Q3: 17,604 shares; 2025Q4: 17,604 shares 17,604 $1.45M 0.05% 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: 4,095 shares; 2024Q4: 4,243 shares; 2025Q1: 4,564 shares; 2025Q2: 4,663 shares; 2025Q3: 4,690 shares; 2025Q4: 5,239 shares 5,239 $1.44M 0.05% +549 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: 8,555 shares; 2024Q4: 8,168 shares; 2025Q1: 8,148 shares; 2025Q2: 7,984 shares; 2025Q3: 7,860 shares; 2025Q4: 7,860 shares 7,860 $1.42M 0.05% 0 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,203 shares; 2025Q2: 33,103 shares; 2025Q3: 33,103 shares; 2025Q4: 35,948 shares 35,948 $1.42M 0.05% +2,845 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: 3,102 shares; 2024Q4: 2,902 shares; 2025Q1: 2,655 shares; 2025Q2: 2,404 shares; 2025Q3: 2,314 shares; 2025Q4: 2,311 shares 2,311 $1.4M 0.05% -3 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,713 shares; 2024Q4: 64,095 shares; 2025Q1: 62,149 shares; 2025Q2: 60,882 shares; 2025Q3: 59,817 shares; 2025Q4: 53,849 shares 53,849 $1.4M 0.05% -5,968 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: 4,759 shares; 2024Q4: 4,594 shares; 2025Q1: 3,755 shares; 2025Q2: 4,063 shares; 2025Q3: 3,984 shares; 2025Q4: 3,934 shares 3,934 $1.39M 0.05% -50 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,551 shares; 2024Q4: 20,551 shares; 2025Q1: 18,432 shares; 2025Q2: 18,432 shares; 2025Q3: 18,432 shares; 2025Q4: 16,200 shares 16,200 $1.39M 0.05% -2,232 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,580 shares; 2024Q4: 22,380 shares; 2025Q1: 22,380 shares; 2025Q2: 22,080 shares; 2025Q3: 22,080 shares; 2025Q4: 21,680 shares 21,680 $1.36M 0.05% -400 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: 20,320 shares; 2024Q4: 19,773 shares; 2025Q1: 10,213 shares; 2025Q2: 10,112 shares; 2025Q3: 9,049 shares; 2025Q4: 7,657 shares 7,657 $1.34M 0.05% -1,392 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: 99,783 shares; 2024Q4: 83,864 shares; 2025Q1: 51,089 shares; 2025Q2: 47,555 shares; 2025Q3: 41,350 shares; 2025Q4: 36,298 shares 36,298 $1.34M 0.05% -5,052 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: 16,383 shares 16,383 $1.34M 0.05% new 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: 12,482 shares; 2024Q4: 10,937 shares; 2025Q1: 9,717 shares; 2025Q2: 9,964 shares; 2025Q3: 10,849 shares; 2025Q4: 15,970 shares 15,970 $1.34M 0.05% +5,121 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: 61,450 shares; 2024Q4: 58,657 shares; 2025Q1: 60,414 shares; 2025Q2: 20,371 shares; 2025Q3: 16,572 shares; 2025Q4: 13,364 shares 13,364 $1.33M 0.05% -3,208 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,626 shares; 2024Q4: 7,878 shares; 2025Q1: 10,848 shares; 2025Q2: 10,873 shares; 2025Q3: 10,862 shares; 2025Q4: 10,522 shares 10,522 $1.32M 0.05% -340 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: 12,015 shares; 2024Q4: 11,929 shares; 2025Q1: 12,136 shares; 2025Q2: 15,762 shares; 2025Q3: 14,158 shares; 2025Q4: 15,317 shares 15,317 $1.32M 0.05% +1,159 Timeline SPSB 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: 57,370 shares; 2024Q4: 48,391 shares; 2025Q1: 53,840 shares; 2025Q2: 42,035 shares; 2025Q3: 42,421 shares; 2025Q4: 42,914 shares 42,914 $1.3M 0.04% +493 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: 32,998 shares; 2024Q4: 32,130 shares; 2025Q1: 32,527 shares; 2025Q2: 34,360 shares; 2025Q3: 32,498 shares; 2025Q4: 18,982 shares 18,982 $1.28M 0.04% -13,516 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: 37,063 shares; 2024Q4: 32,689 shares; 2025Q1: 35,366 shares; 2025Q2: 35,149 shares; 2025Q3: 33,899 shares; 2025Q4: 21,776 shares 21,776 $1.27M 0.04% -12,123 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: 13,126 shares; 2024Q4: 13,031 shares; 2025Q1: 12,631 shares; 2025Q2: 12,631 shares; 2025Q3: 12,788 shares; 2025Q4: 17,278 shares 17,278 $1.27M 0.04% +4,490 Timeline PKW 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: 9,710 shares; 2024Q4: 9,412 shares; 2025Q1: 9,412 shares; 2025Q2: 9,412 shares; 2025Q3: 9,412 shares; 2025Q4: 9,412 shares 9,412 $1.26M 0.04% 0 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,824 shares; 2025Q2: 23,184 shares; 2025Q3: 23,184 shares; 2025Q4: 25,899 shares 25,899 $1.26M 0.04% +2,715 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,562 shares; 2024Q4: 9,125 shares; 2025Q1: 9,245 shares; 2025Q2: 8,995 shares; 2025Q3: 8,995 shares; 2025Q4: 8,999 shares 8,999 $1.24M 0.04% +4 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: 9,670 shares; 2024Q4: 10,885 shares; 2025Q1: 11,085 shares; 2025Q2: 11,065 shares; 2025Q3: 11,065 shares; 2025Q4: 11,081 shares 11,081 $1.22M 0.04% +16 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: 15,200 shares; 2024Q4: 15,321 shares; 2025Q1: 15,221 shares; 2025Q2: 15,421 shares; 2025Q3: 16,221 shares; 2025Q4: 15,250 shares 15,250 $1.22M 0.04% -971 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: not reported; 2025Q4: 15,394 shares 15,394 $1.2M 0.04% new 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: 2,823 shares; 2024Q4: 2,742 shares; 2025Q1: 2,996 shares; 2025Q2: 3,381 shares; 2025Q3: 3,597 shares; 2025Q4: 5,637 shares 5,637 $1.2M 0.04% +2,040 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,672 shares; 2024Q4: 13,960 shares; 2025Q1: 12,860 shares; 2025Q2: 12,094 shares; 2025Q3: 11,867 shares; 2025Q4: 11,635 shares 11,635 $1.19M 0.04% -232 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,049 shares; 2024Q4: 32,981 shares; 2025Q1: 33,918 shares; 2025Q2: 30,989 shares; 2025Q3: 15,379 shares; 2025Q4: 17,145 shares 17,145 $1.19M 0.04% +1,766 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,976 shares; 2025Q1: 19,076 shares; 2025Q2: 19,076 shares; 2025Q3: 18,573 shares; 2025Q4: 20,936 shares 20,936 $1.19M 0.04% +2,363 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 5,292 shares; 2025Q1: 5,292 shares; 2025Q2: 5,292 shares; 2025Q3: 5,292 shares; 2025Q4: 5,292 shares 5,292 $1.18M 0.04% 0 Timeline XSMO 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: 16,282 shares 16,282 $1.17M 0.04% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,766 shares; 2024Q4: 34,200 shares; 2025Q1: 37,815 shares; 2025Q2: 38,929 shares; 2025Q3: 32,903 shares; 2025Q4: 30,253 shares 30,253 $1.17M 0.04% -2,650 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: 4,916 shares; 2024Q4: 4,866 shares; 2025Q1: 4,927 shares; 2025Q2: 4,796 shares; 2025Q3: 4,760 shares; 2025Q4: 4,645 shares 4,645 $1.17M 0.04% -115 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: 6,396 shares; 2024Q4: 6,396 shares; 2025Q1: 5,953 shares; 2025Q2: 5,821 shares; 2025Q3: 7,693 shares; 2025Q4: 6,693 shares 6,693 $1.16M 0.04% -1,000 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 6,008 shares; 2025Q1: 7,600 shares; 2025Q2: 8,270 shares; 2025Q3: 8,073 shares; 2025Q4: 7,985 shares 7,985 $1.15M 0.04% -88 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: 18,154 shares; 2024Q4: 18,419 shares; 2025Q1: 5,395 shares; 2025Q2: 4,871 shares; 2025Q3: 4,819 shares; 2025Q4: 7,005 shares 7,005 $1.14M 0.04% +2,186 Timeline IUSV 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: 12,873 shares; 2024Q4: 11,487 shares; 2025Q1: 11,487 shares; 2025Q2: 10,922 shares; 2025Q3: 10,940 shares; 2025Q4: 10,940 shares 10,940 $1.12M 0.04% 0 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: 7,909 shares; 2024Q4: 7,909 shares; 2025Q1: 7,909 shares; 2025Q2: 7,909 shares; 2025Q3: 7,909 shares; 2025Q4: 7,923 shares 7,923 $1.12M 0.04% +14 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: 22,605 shares; 2024Q4: 23,815 shares; 2025Q1: 25,140 shares; 2025Q2: 33,365 shares; 2025Q3: 36,615 shares; 2025Q4: 46,585 shares 46,585 $1.11M 0.04% +9,970 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: 10,695 shares; 2024Q4: 11,610 shares; 2025Q1: 10,810 shares; 2025Q2: 12,883 shares; 2025Q3: 12,921 shares; 2025Q4: 12,467 shares 12,467 $1.1M 0.04% -454 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,972 shares; 2024Q4: 18,937 shares; 2025Q1: 20,077 shares; 2025Q2: 20,040 shares; 2025Q3: 20,040 shares; 2025Q4: 20,035 shares 20,035 $1.1M 0.04% -5 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: 8,054 shares; 2024Q4: 8,054 shares; 2025Q1: 8,054 shares; 2025Q2: 8,054 shares; 2025Q3: 7,905 shares; 2025Q4: 7,917 shares 7,917 $1.08M 0.04% +12 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 11,213 shares; 2025Q1: 10,810 shares; 2025Q2: 10,810 shares; 2025Q3: 11,093 shares; 2025Q4: 10,982 shares 10,982 $1.07M 0.04% -111 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4,601 shares; 2025Q1: 4,601 shares; 2025Q2: 4,688 shares; 2025Q3: 4,268 shares; 2025Q4: 4,206 shares 4,206 $1.06M 0.04% -62 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: 8,680 shares; 2024Q4: 8,627 shares; 2025Q1: 8,414 shares; 2025Q2: 8,499 shares; 2025Q3: 8,424 shares; 2025Q4: 8,172 shares 8,172 $1.05M 0.04% -252 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: 4,237 shares; 2024Q4: 4,843 shares; 2025Q1: 4,578 shares; 2025Q2: 5,220 shares; 2025Q3: 4,257 shares; 2025Q4: 4,067 shares 4,067 $1.05M 0.04% -190 Timeline XBI 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: 10,803 shares; 2024Q4: 10,228 shares; 2025Q1: 10,082 shares; 2025Q2: 6,852 shares; 2025Q3: 6,702 shares; 2025Q4: 8,497 shares 8,497 $1.04M 0.04% +1,795 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: 10,889 shares; 2024Q4: 10,889 shares; 2025Q1: 12,522 shares; 2025Q2: 12,471 shares; 2025Q3: 13,158 shares; 2025Q4: 13,155 shares 13,155 $1.02M 0.03% -3 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 12,751 shares; 2025Q1: 14,150 shares; 2025Q2: 14,600 shares; 2025Q3: 13,270 shares; 2025Q4: 13,542 shares 13,542 $995K 0.03% +272 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,865 shares; 2025Q1: 5,911 shares; 2025Q2: 5,865 shares; 2025Q3: 5,865 shares; 2025Q4: 5,865 shares 5,865 $994K 0.03% 0 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: 5,182 shares; 2024Q4: 5,498 shares; 2025Q1: 5,430 shares; 2025Q2: 5,620 shares; 2025Q3: 7,203 shares; 2025Q4: 8,020 shares 8,020 $986K 0.03% +817 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 3,294 shares; 2025Q1: 2,904 shares; 2025Q2: 2,398 shares; 2025Q3: 2,183 shares; 2025Q4: 2,143 shares 2,143 $972K 0.03% -40 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,208 shares; 2025Q1: 2,118 shares; 2025Q2: 1,736 shares; 2025Q3: 1,700 shares; 2025Q4: 1,583 shares 1,583 $968K 0.03% -117 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: 6,938 shares; 2024Q4: 8,438 shares; 2025Q1: 8,548 shares; 2025Q2: 8,338 shares; 2025Q3: 8,750 shares; 2025Q4: 8,128 shares 8,128 $957K 0.03% -622 Timeline IJS 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: 9,925 shares; 2024Q4: 9,925 shares; 2025Q1: 11,895 shares; 2025Q2: 13,243 shares; 2025Q3: 8,774 shares; 2025Q4: 8,380 shares 8,380 $953K 0.03% -394 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: 6,017 shares; 2024Q4: 6,017 shares; 2025Q1: 6,929 shares; 2025Q2: 6,566 shares; 2025Q3: 6,695 shares; 2025Q4: 6,299 shares 6,299 $953K 0.03% -396 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: 2,982 shares; 2024Q4: 2,982 shares; 2025Q1: 3,054 shares; 2025Q2: 3,076 shares; 2025Q3: 2,972 shares; 2025Q4: 3,462 shares 3,462 $945K 0.03% +490 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,515 shares; 2024Q4: 4,515 shares; 2025Q1: 4,465 shares; 2025Q2: 4,465 shares; 2025Q3: 4,465 shares; 2025Q4: 4,458 shares 4,458 $945K 0.03% -7 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: 9,781 shares; 2024Q4: 9,781 shares; 2025Q1: 10,729 shares; 2025Q2: 12,088 shares; 2025Q3: 12,896 shares; 2025Q4: 12,650 shares 12,650 $934K 0.03% -246 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,362 shares; 2025Q1: 4,575 shares; 2025Q2: 7,725 shares; 2025Q3: 7,764 shares; 2025Q4: 7,520 shares 7,520 $925K 0.03% -244 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: 11,530 shares; 2024Q4: 11,530 shares; 2025Q1: 11,659 shares; 2025Q2: 11,659 shares; 2025Q3: 11,605 shares; 2025Q4: 11,605 shares 11,605 $915K 0.03% 0 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 4,539 shares; 2025Q1: 5,539 shares; 2025Q2: 8,691 shares; 2025Q3: 7,931 shares; 2025Q4: 8,019 shares 8,019 $912K 0.03% +88 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,189 shares; 2024Q4: 86,584 shares; 2025Q1: 84,234 shares; 2025Q2: 82,984 shares; 2025Q3: 82,984 shares; 2025Q4: 82,504 shares 82,504 $908K 0.03% -480 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 13,594 shares 13,594 $902K 0.03% new 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: 8,172 shares; 2024Q4: 8,165 shares; 2025Q1: 7,640 shares; 2025Q2: 9,740 shares; 2025Q3: 10,648 shares; 2025Q4: 12,620 shares 12,620 $901K 0.03% +1,972 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: 5,308 shares; 2024Q4: 5,108 shares; 2025Q1: 4,810 shares; 2025Q2: 4,902 shares; 2025Q3: 5,441 shares; 2025Q4: 4,428 shares 4,428 $899K 0.03% -1,013 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,306 shares; 2024Q4: 17,192 shares; 2025Q1: 17,811 shares; 2025Q2: 19,046 shares; 2025Q3: 18,271 shares; 2025Q4: 17,778 shares 17,778 $894K 0.03% -493 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: 5,437 shares; 2024Q4: 5,437 shares; 2025Q1: 5,970 shares; 2025Q2: 5,970 shares; 2025Q3: 6,147 shares; 2025Q4: 6,215 shares 6,215 $892K 0.03% +68 Timeline XMMO 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: 6,417 shares 6,417 $888K 0.03% new Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,335 shares; 2024Q4: 17,335 shares; 2025Q1: 15,350 shares; 2025Q2: 14,896 shares; 2025Q3: 14,896 shares; 2025Q4: 14,489 shares 14,489 $880K 0.03% -407 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,021 shares; 2025Q1: 1,036 shares; 2025Q2: 1,071 shares; 2025Q3: 1,146 shares; 2025Q4: 1,164 shares 1,164 $877K 0.03% +18 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 4,269 shares; 2025Q1: 4,224 shares; 2025Q2: 4,224 shares; 2025Q3: 4,224 shares; 2025Q4: 4,224 shares 4,224 $876K 0.03% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 9,011 shares; 2025Q1: 7,495 shares; 2025Q2: 8,546 shares; 2025Q3: 10,612 shares; 2025Q4: 10,288 shares 10,288 $874K 0.03% -324 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: 3,098 shares; 2024Q4: 3,074 shares; 2025Q1: 3,054 shares; 2025Q2: 3,054 shares; 2025Q3: 3,054 shares; 2025Q4: 2,817 shares 2,817 $874K 0.03% -237 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: 14,250 shares; 2024Q4: 15,375 shares; 2025Q1: 16,680 shares; 2025Q2: 13,474 shares; 2025Q3: 10,936 shares; 2025Q4: 9,894 shares 9,894 $864K 0.03% -1,042 Timeline VGIT 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: 6,050 shares; 2025Q1: 8,482 shares; 2025Q2: 9,258 shares; 2025Q3: 9,404 shares; 2025Q4: 14,320 shares 14,320 $858K 0.03% +4,916 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: 11,727 shares; 2024Q4: 11,727 shares; 2025Q1: 12,477 shares; 2025Q2: 14,477 shares; 2025Q3: 14,477 shares; 2025Q4: 14,177 shares 14,177 $856K 0.03% -300 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 5,440 shares; 2025Q1: 4,358 shares; 2025Q2: 5,066 shares; 2025Q3: 5,513 shares; 2025Q4: 8,812 shares 8,812 $848K 0.03% +3,299 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: 5,674 shares; 2025Q1: 5,677 shares; 2025Q2: 6,647 shares; 2025Q3: 5,427 shares; 2025Q4: 5,231 shares 5,231 $842K 0.03% -196 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: 31,213 shares; 2024Q4: 30,691 shares; 2025Q1: 31,081 shares; 2025Q2: 30,831 shares; 2025Q3: 30,982 shares; 2025Q4: 29,532 shares 29,532 $835K 0.03% -1,450 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 6,940 shares; 2025Q1: 6,940 shares; 2025Q2: 6,940 shares; 2025Q3: 6,940 shares; 2025Q4: 5,960 shares 5,960 $834K 0.03% -980 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,130 shares 18,130 $829K 0.03% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,698 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,677 shares 1,677 $822K 0.03% -13 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,749 shares; 2024Q4: 6,029 shares; 2025Q1: 8,152 shares; 2025Q2: 9,163 shares; 2025Q3: 9,283 shares; 2025Q4: 9,173 shares 9,173 $819K 0.03% -110 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,917 shares; 2024Q4: 107,460 shares; 2025Q1: 108,158 shares; 2025Q2: 108,158 shares; 2025Q3: 107,304 shares; 2025Q4: 104,223 shares 104,223 $810K 0.03% -3,081 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: 13,118 shares; 2024Q4: 13,112 shares; 2025Q1: 12,634 shares; 2025Q2: 12,503 shares; 2025Q3: 12,343 shares; 2025Q4: 12,025 shares 12,025 $806K 0.03% -318 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 788 shares; 2025Q4: 788 shares 788 $795K 0.03% 0 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,889 shares; 2024Q4: 13,963 shares; 2025Q1: 13,615 shares; 2025Q2: 13,597 shares; 2025Q3: 13,530 shares; 2025Q4: 12,670 shares 12,670 $789K 0.03% -860 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,950 shares; 2024Q4: 25,250 shares; 2025Q1: 24,750 shares; 2025Q2: 23,750 shares; 2025Q3: 21,750 shares; 2025Q4: 21,750 shares 21,750 $787K 0.03% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,420 shares; 2025Q2: 4,715 shares; 2025Q3: 4,815 shares; 2025Q4: 4,849 shares 4,849 $786K 0.03% +34 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: 1,652 shares; 2024Q4: 1,634 shares; 2025Q1: 1,626 shares; 2025Q2: 1,616 shares; 2025Q3: 1,578 shares; 2025Q4: 1,530 shares 1,530 $782K 0.03% -48 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: 3,651 shares; 2024Q4: 4,083 shares; 2025Q1: 3,883 shares; 2025Q2: 3,883 shares; 2025Q3: 5,821 shares; 2025Q4: 5,037 shares 5,037 $781K 0.03% -784 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,819 shares 25,819 $775K 0.03% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,068 shares; 2024Q4: 8,522 shares; 2025Q1: 6,952 shares; 2025Q2: 7,673 shares; 2025Q3: 7,373 shares; 2025Q4: 5,598 shares 5,598 $772K 0.03% -1,775 Timeline SPAB 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: 23,693 shares; 2024Q4: 33,941 shares; 2025Q1: 35,241 shares; 2025Q2: 32,041 shares; 2025Q3: 31,602 shares; 2025Q4: 29,903 shares 29,903 $770K 0.03% -1,699 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 3,331 shares; 2025Q1: 4,488 shares; 2025Q2: 4,415 shares; 2025Q3: 4,162 shares; 2025Q4: 4,006 shares 4,006 $766K 0.03% -156 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,638 shares; 2024Q4: 185,581 shares; 2025Q1: 188,922 shares; 2025Q2: 177,941 shares; 2025Q3: 178,789 shares; 2025Q4: 34,344 shares 34,344 $765K 0.03% -144,445 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: 20,705 shares; 2025Q3: 17,485 shares; 2025Q4: 17,485 shares 17,485 $761K 0.03% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 4,324 shares; 2025Q1: 4,324 shares; 2025Q2: 4,324 shares; 2025Q3: 4,324 shares; 2025Q4: 4,324 shares 4,324 $758K 0.03% 0 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: 5,101 shares; 2024Q4: 5,341 shares; 2025Q1: 5,445 shares; 2025Q2: 5,470 shares; 2025Q3: 5,311 shares; 2025Q4: 4,855 shares 4,855 $752K 0.03% -456 Timeline SPEM 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: 8,087 shares; 2024Q4: 18,676 shares; 2025Q1: 18,087 shares; 2025Q2: 17,395 shares; 2025Q3: 16,861 shares; 2025Q4: 16,009 shares 16,009 $749K 0.03% -852 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,992 shares; 2024Q4: 8,100 shares; 2025Q1: 7,908 shares; 2025Q2: 7,643 shares; 2025Q3: 5,702 shares; 2025Q4: 6,653 shares 6,653 $746K 0.03% +951 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 10,342 shares; 2025Q1: 9,094 shares; 2025Q2: 8,433 shares; 2025Q3: 8,228 shares; 2025Q4: 8,006 shares 8,006 $745K 0.03% -222 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: 10,094 shares; 2024Q4: 3,376 shares; 2025Q1: 3,375 shares; 2025Q2: 3,340 shares; 2025Q3: 4,225 shares; 2025Q4: 7,446 shares 7,446 $744K 0.03% +3,221 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: 16,582 shares; 2024Q4: 12,867 shares; 2025Q1: 11,591 shares; 2025Q2: 13,398 shares; 2025Q3: 14,650 shares; 2025Q4: 19,881 shares 19,881 $743K 0.03% +5,231 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: 11,087 shares; 2024Q4: 11,087 shares; 2025Q1: 10,938 shares; 2025Q2: 10,514 shares; 2025Q3: 10,247 shares; 2025Q4: 10,093 shares 10,093 $743K 0.03% -154 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: 601 shares; 2024Q4: 601 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 1,281 shares; 2025Q4: 1,546 shares 1,546 $743K 0.03% +265 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 3,059 shares; 2025Q1: 3,059 shares; 2025Q2: 2,949 shares; 2025Q3: 2,901 shares; 2025Q4: 2,338 shares 2,338 $731K 0.03% -563 Timeline SCHC 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: 15,831 shares; 2024Q4: 15,831 shares; 2025Q1: 15,831 shares; 2025Q2: 15,831 shares; 2025Q3: 15,831 shares; 2025Q4: 15,831 shares 15,831 $721K 0.02% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,920 shares; 2024Q4: 13,920 shares; 2025Q1: 13,940 shares; 2025Q2: 13,815 shares; 2025Q3: 14,712 shares; 2025Q4: 17,490 shares 17,490 $720K 0.02% +2,778 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 3,220 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,865 shares; 2025Q4: 3,610 shares 3,610 $711K 0.02% +745 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: 1,517 shares; 2024Q4: 1,956 shares; 2025Q1: 2,814 shares; 2025Q2: 3,107 shares; 2025Q3: 3,524 shares; 2025Q4: 3,516 shares 3,516 $708K 0.02% -8 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 5,456 shares; 2025Q1: 6,071 shares; 2025Q2: 5,593 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares 1,514 $707K 0.02% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 7,154 shares; 2025Q1: 7,154 shares; 2025Q2: 7,359 shares; 2025Q3: 7,359 shares; 2025Q4: 7,359 shares 7,359 $700K 0.02% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,151 shares; 2024Q4: 7,956 shares; 2025Q1: 8,096 shares; 2025Q2: 7,651 shares; 2025Q3: 7,075 shares; 2025Q4: 6,998 shares 6,998 $698K 0.02% -77 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,560 shares; 2024Q4: 16,560 shares; 2025Q1: 16,560 shares; 2025Q2: 16,560 shares; 2025Q3: 16,560 shares; 2025Q4: 16,560 shares 16,560 $683K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,653 shares; 2024Q4: 11,994 shares; 2025Q1: 11,519 shares; 2025Q2: 11,609 shares; 2025Q3: 10,809 shares; 2025Q4: 9,197 shares 9,197 $678K 0.02% -1,612 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,381 shares; 2024Q4: 10,381 shares; 2025Q1: 12,210 shares; 2025Q2: 13,876 shares; 2025Q3: 14,331 shares; 2025Q4: 15,118 shares 15,118 $677K 0.02% +787 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,420 shares; 2024Q4: 9,589 shares; 2025Q1: 12,997 shares; 2025Q2: 13,563 shares; 2025Q3: 13,297 shares; 2025Q4: 9,734 shares 9,734 $669K 0.02% -3,563 Timeline HYS 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: 10,130 shares; 2024Q4: 7,907 shares; 2025Q1: 8,232 shares; 2025Q2: 7,374 shares; 2025Q3: 7,199 shares; 2025Q4: 7,039 shares 7,039 $667K 0.02% -160 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,485 shares; 2025Q1: 3,485 shares; 2025Q2: 3,485 shares; 2025Q3: 3,485 shares; 2025Q4: 3,485 shares 3,485 $667K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,425 shares; 2025Q4: 4,533 shares 4,533 $664K 0.02% -892 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: 13,638 shares 13,638 $663K 0.02% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 4,033 shares; 2025Q1: 4,538 shares; 2025Q2: 4,538 shares; 2025Q3: 4,138 shares; 2025Q4: 4,138 shares 4,138 $659K 0.02% 0 Timeline FXO 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,890 shares 10,890 $657K 0.02% +890 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,154 shares; 2025Q2: 13,323 shares; 2025Q3: 14,252 shares; 2025Q4: 14,469 shares 14,469 $655K 0.02% +217 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,826 shares; 2024Q4: 10,431 shares; 2025Q1: 10,031 shares; 2025Q2: 13,185 shares; 2025Q3: 15,993 shares; 2025Q4: 28,044 shares 28,044 $655K 0.02% +12,051 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,402 shares; 2025Q1: 1,845 shares; 2025Q2: 2,509 shares; 2025Q3: 2,584 shares; 2025Q4: 2,692 shares 2,692 $654K 0.02% +108 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: 7,065 shares; 2024Q4: 6,131 shares; 2025Q1: 6,964 shares; 2025Q2: 6,909 shares; 2025Q3: 6,093 shares; 2025Q4: 6,206 shares 6,206 $652K 0.02% +113 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,540 shares; 2024Q4: 13,733 shares; 2025Q1: 14,158 shares; 2025Q2: 3,711 shares; 2025Q3: 3,271 shares; 2025Q4: 3,156 shares 3,156 $651K 0.02% -115 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,515 shares; 2024Q4: 5,454 shares; 2025Q1: 6,938 shares; 2025Q2: 7,518 shares; 2025Q3: 7,325 shares; 2025Q4: 6,609 shares 6,609 $647K 0.02% -716 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: 9,285 shares; 2024Q4: 10,251 shares; 2025Q1: 11,233 shares; 2025Q2: 11,900 shares; 2025Q3: 10,511 shares; 2025Q4: 9,703 shares 9,703 $645K 0.02% -808 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,833 shares; 2024Q4: 21,059 shares; 2025Q1: 23,354 shares; 2025Q2: 19,652 shares; 2025Q3: 18,103 shares; 2025Q4: 16,283 shares 16,283 $637K 0.02% -1,820 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 10,555 shares; 2025Q1: 10,555 shares; 2025Q2: 10,705 shares; 2025Q3: 10,705 shares; 2025Q4: 10,705 shares 10,705 $636K 0.02% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 2,213 shares; 2025Q1: 2,524 shares; 2025Q2: 2,569 shares; 2025Q3: 2,583 shares; 2025Q4: 2,491 shares 2,491 $632K 0.02% -92 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: 7,459 shares; 2024Q4: 14,154 shares; 2025Q1: 13,316 shares; 2025Q2: 12,020 shares; 2025Q3: 6,830 shares; 2025Q4: 6,830 shares 6,830 $631K 0.02% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 5,828 shares; 2025Q2: 5,828 shares; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares 4,996 $631K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,616 shares; 2024Q4: 12,241 shares; 2025Q1: 12,019 shares; 2025Q2: 10,891 shares; 2025Q3: 10,614 shares; 2025Q4: 9,734 shares 9,734 $620K 0.02% -880 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,136 shares; 2024Q4: 19,170 shares; 2025Q1: 19,451 shares; 2025Q2: 29,476 shares; 2025Q3: 6,205 shares; 2025Q4: 5,482 shares 5,482 $619K 0.02% -723 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,158 shares; 2024Q4: 26,308 shares; 2025Q1: 21,908 shares; 2025Q2: 21,908 shares; 2025Q3: 19,908 shares; 2025Q4: 19,908 shares 19,908 $616K 0.02% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 9,404 shares 9,404 $615K 0.02% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,666 shares; 2024Q4: 14,666 shares; 2025Q1: 14,156 shares; 2025Q2: 14,276 shares; 2025Q3: 12,306 shares; 2025Q4: 12,106 shares 12,106 $612K 0.02% -200 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,432 shares; 2024Q4: 17,432 shares; 2025Q1: 17,432 shares; 2025Q2: 17,432 shares; 2025Q3: 18,572 shares; 2025Q4: 15,361 shares 15,361 $608K 0.02% -3,211 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 1,921 shares 1,921 $605K 0.02% new 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: 3,002 shares; 2024Q4: 3,002 shares; 2025Q1: 2,933 shares; 2025Q2: 3,400 shares; 2025Q3: 3,092 shares; 2025Q4: 3,279 shares 3,279 $597K 0.02% +187 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,285 shares; 2025Q1: 3,285 shares; 2025Q2: 3,198 shares; 2025Q3: 2,598 shares; 2025Q4: 2,598 shares 2,598 $592K 0.02% 0 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 11,465 shares 11,465 $586K 0.02% new Timeline XSD 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,000 shares; 2025Q4: 1,800 shares 1,800 $579K 0.02% -200 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,906 shares; 2025Q1: 2,519 shares; 2025Q2: 2,758 shares; 2025Q3: 2,870 shares; 2025Q4: 2,835 shares 2,835 $576K 0.02% -35 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 1,680 shares; 2025Q3: 1,661 shares; 2025Q4: 1,668 shares 1,668 $575K 0.02% +7 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,435 shares; 2024Q4: 40,305 shares; 2025Q1: 40,305 shares; 2025Q2: 32,096 shares; 2025Q3: 30,673 shares; 2025Q4: 30,123 shares 30,123 $574K 0.02% -550 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 8,150 shares; 2025Q1: not reported; 2025Q2: 7,816 shares; 2025Q3: 8,106 shares; 2025Q4: 12,536 shares 12,536 $573K 0.02% +4,430 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 4,650 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 5,177 shares 5,177 $570K 0.02% +1,177 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,212 shares; 2024Q4: 21,636 shares; 2025Q1: 21,636 shares; 2025Q2: 21,636 shares; 2025Q3: 21,636 shares; 2025Q4: 21,636 shares 21,636 $568K 0.02% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,044 shares; 2025Q3: 1,017 shares; 2025Q4: 1,008 shares 1,008 $566K 0.02% -9 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: 5,949 shares; 2024Q4: 5,978 shares; 2025Q1: 6,139 shares; 2025Q2: 6,823 shares; 2025Q3: 6,880 shares; 2025Q4: 5,583 shares 5,583 $563K 0.02% -1,297 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $563K 0.02% 0 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: 8,138 shares; 2024Q4: 7,146 shares; 2025Q1: 7,203 shares; 2025Q2: 7,203 shares; 2025Q3: 7,173 shares; 2025Q4: 7,131 shares 7,131 $562K 0.02% -42 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,071 shares; 2024Q4: 29,880 shares; 2025Q1: 43,146 shares; 2025Q2: 51,819 shares; 2025Q3: 50,297 shares; 2025Q4: 55,368 shares 55,368 $560K 0.02% +5,071 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,845 shares; 2025Q2: 13,768 shares; 2025Q3: 14,448 shares; 2025Q4: 14,578 shares 14,578 $557K 0.02% +130 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 2,809 shares; 2025Q1: 2,809 shares; 2025Q2: 2,717 shares; 2025Q3: 2,582 shares; 2025Q4: 2,482 shares 2,482 $555K 0.02% -100 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 11,222 shares; 2025Q1: 11,152 shares; 2025Q2: 11,661 shares; 2025Q3: 9,949 shares; 2025Q4: 11,897 shares 11,897 $553K 0.02% +1,948 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: 905 shares; 2024Q4: 807 shares; 2025Q1: 1,408 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 994 shares 994 $549K 0.02% +8 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,323 shares; 2024Q4: 4,284 shares; 2025Q1: 4,284 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,164 shares 4,164 $543K 0.02% -4 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 8,240 shares; 2025Q1: 10,159 shares; 2025Q2: 10,807 shares; 2025Q3: 9,974 shares; 2025Q4: 10,657 shares 10,657 $542K 0.02% +683 Timeline FNDF 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: not reported; 2025Q1: 12,778 shares; 2025Q2: 13,114 shares; 2025Q3: 14,707 shares; 2025Q4: 11,970 shares 11,970 $541K 0.02% -2,737 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 2,320 shares; 2025Q1: 2,928 shares; 2025Q2: 3,603 shares; 2025Q3: 3,382 shares; 2025Q4: 3,306 shares 3,306 $540K 0.02% -76 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,760 shares; 2024Q4: 5,763 shares; 2025Q1: 5,763 shares; 2025Q2: 2,646 shares; 2025Q3: 2,686 shares; 2025Q4: 2,465 shares 2,465 $535K 0.02% -221 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: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: 2,656 shares; 2025Q2: 2,466 shares; 2025Q3: 2,422 shares; 2025Q4: 2,384 shares 2,384 $532K 0.02% -38 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 398 shares; 2025Q2: 325 shares; 2025Q3: 470 shares; 2025Q4: 398 shares 398 $529K 0.02% -72 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 7,820 shares; 2025Q1: 7,820 shares; 2025Q2: 8,820 shares; 2025Q3: 8,270 shares; 2025Q4: 10,531 shares 10,531 $527K 0.02% +2,261 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: 1,359 shares; 2024Q4: 1,462 shares; 2025Q1: 1,592 shares; 2025Q2: 1,669 shares; 2025Q3: 1,335 shares; 2025Q4: 1,350 shares 1,350 $525K 0.02% +15 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: 3,602 shares; 2024Q4: 3,602 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,442 shares; 2025Q4: 4,389 shares 4,389 $524K 0.02% +1,947 Timeline EWJ 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: 6,594 shares; 2024Q4: 6,473 shares; 2025Q1: 6,473 shares; 2025Q2: 6,473 shares; 2025Q3: 6,473 shares; 2025Q4: 6,473 shares 6,473 $523K 0.02% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,876 shares; 2025Q2: 1,894 shares; 2025Q3: 1,874 shares; 2025Q4: 1,874 shares 1,874 $517K 0.02% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,852 shares; 2024Q4: 7,314 shares; 2025Q1: 5,734 shares; 2025Q2: 5,252 shares; 2025Q3: 4,677 shares; 2025Q4: 4,937 shares 4,937 $517K 0.02% +260 Timeline QTEC 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: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares 2,225 $512K 0.02% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,165 shares; 2024Q4: 12,435 shares; 2025Q1: 18,183 shares; 2025Q2: 20,083 shares; 2025Q3: 30,138 shares; 2025Q4: 35,488 shares 35,488 $509K 0.02% +5,350 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 4,347 shares; 2025Q1: 6,445 shares; 2025Q2: 6,816 shares; 2025Q3: 7,000 shares; 2025Q4: 6,038 shares 6,038 $509K 0.02% -962 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,568 shares; 2025Q2: 1,571 shares; 2025Q3: 2,145 shares; 2025Q4: 2,462 shares 2,462 $506K 0.02% +317 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: not reported; 2024Q4: not reported; 2025Q1: 2,907 shares; 2025Q2: 3,215 shares; 2025Q3: 6,209 shares; 2025Q4: 11,818 shares 11,818 $505K 0.02% +5,609 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,482 shares; 2024Q4: 6,475 shares; 2025Q1: 6,589 shares; 2025Q2: 5,973 shares; 2025Q3: 5,893 shares; 2025Q4: 5,990 shares 5,990 $500K 0.02% +97 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: 3,919 shares; 2024Q4: 5,983 shares; 2025Q1: 6,429 shares; 2025Q2: 6,739 shares; 2025Q3: 6,214 shares; 2025Q4: 6,238 shares 6,238 $491K 0.02% +24 Timeline DSI 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: 3,785 shares; 2024Q4: 3,767 shares; 2025Q1: 3,767 shares; 2025Q2: 4,179 shares; 2025Q3: 3,767 shares; 2025Q4: 3,744 shares 3,744 $482K 0.02% -23 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: 3,481 shares; 2024Q4: 3,481 shares; 2025Q1: 3,164 shares; 2025Q2: 2,827 shares; 2025Q3: 2,818 shares; 2025Q4: 2,818 shares 2,818 $480K 0.02% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,632 shares; 2024Q4: 9,583 shares; 2025Q1: 9,583 shares; 2025Q2: 9,583 shares; 2025Q3: 9,583 shares; 2025Q4: 9,583 shares 9,583 $478K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,676 shares; 2025Q1: 2,596 shares; 2025Q2: 2,657 shares; 2025Q3: 2,559 shares; 2025Q4: 2,689 shares 2,689 $478K 0.02% +130 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 799 shares; 2025Q1: 1,025 shares; 2025Q2: 1,152 shares; 2025Q3: 1,128 shares; 2025Q4: 984 shares 984 $478K 0.02% -144 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,094 shares; 2024Q4: 21,094 shares; 2025Q1: 21,094 shares; 2025Q2: 21,094 shares; 2025Q3: 21,094 shares; 2025Q4: 21,094 shares 21,094 $477K 0.02% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 465 shares; 2025Q1: 626 shares; 2025Q2: 686 shares; 2025Q3: 683 shares; 2025Q4: 692 shares 692 $476K 0.02% +9 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $472K 0.02% 0 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: 5,483 shares; 2024Q4: 5,810 shares; 2025Q1: 5,360 shares; 2025Q2: 5,220 shares; 2025Q3: 6,692 shares; 2025Q4: 10,522 shares 10,522 $470K 0.02% +3,830 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,778 shares; 2025Q2: 2,531 shares; 2025Q3: 2,420 shares; 2025Q4: 2,416 shares 2,416 $470K 0.02% -4 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,085 shares; 2025Q3: 9,459 shares; 2025Q4: 12,176 shares 12,176 $470K 0.02% +2,717 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,709 shares; 2024Q4: 8,609 shares; 2025Q1: 8,409 shares; 2025Q2: 8,409 shares; 2025Q3: 8,559 shares; 2025Q4: 8,642 shares 8,642 $463K 0.02% +83 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,200 shares; 2025Q1: 3,167 shares; 2025Q2: 3,199 shares; 2025Q3: 3,272 shares; 2025Q4: 3,367 shares 3,367 $459K 0.02% +95 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: 14,400 shares; 2025Q1: 14,317 shares; 2025Q2: 13,432 shares; 2025Q3: 12,300 shares; 2025Q4: 12,365 shares 12,365 $458K 0.02% +65 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: 3,865 shares; 2024Q4: 3,940 shares; 2025Q1: 3,865 shares; 2025Q2: 3,865 shares; 2025Q3: 3,865 shares; 2025Q4: 3,365 shares 3,365 $457K 0.02% -500 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: 842 shares; 2024Q4: 1,005 shares; 2025Q1: 1,282 shares; 2025Q2: 1,311 shares; 2025Q3: 1,211 shares; 2025Q4: 1,202 shares 1,202 $457K 0.02% -9 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: 1,930 shares; 2024Q4: 7,720 shares; 2025Q1: not reported; 2025Q2: 7,720 shares; 2025Q3: 7,720 shares; 2025Q4: 13,975 shares 13,975 $456K 0.02% +6,255 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,540 shares; 2025Q3: 1,947 shares; 2025Q4: 4,227 shares 4,227 $455K 0.02% +2,280 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: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,430 shares; 2025Q2: 1,475 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares 1,339 $454K 0.02% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,496 shares 5,496 $450K 0.02% new Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,089 shares; 2025Q1: 2,355 shares; 2025Q2: 2,082 shares; 2025Q3: 2,095 shares; 2025Q4: 2,552 shares 2,552 $450K 0.02% +457 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: 4,587 shares; 2024Q4: 4,739 shares; 2025Q1: 4,801 shares; 2025Q2: 5,151 shares; 2025Q3: 5,216 shares; 2025Q4: 5,024 shares 5,024 $445K 0.02% -192 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,016 shares; 2024Q4: 6,016 shares; 2025Q1: 6,016 shares; 2025Q2: 6,716 shares; 2025Q3: 6,716 shares; 2025Q4: 6,716 shares 6,716 $443K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 4,094 shares; 2025Q1: 4,157 shares; 2025Q2: 4,227 shares; 2025Q3: 4,284 shares; 2025Q4: 4,037 shares 4,037 $442K 0.02% -247 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: 3,151 shares; 2024Q4: 3,110 shares; 2025Q1: 2,995 shares; 2025Q2: 2,935 shares; 2025Q3: 9,790 shares; 2025Q4: 4,622 shares 4,622 $440K 0.02% -5,168 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,874 shares; 2024Q4: 6,943 shares; 2025Q1: 7,018 shares; 2025Q2: 7,098 shares; 2025Q3: 7,169 shares; 2025Q4: 7,245 shares 7,245 $438K 0.02% +76 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: 8,887 shares; 2024Q4: 8,379 shares; 2025Q1: 9,087 shares; 2025Q2: 10,312 shares; 2025Q3: 10,519 shares; 2025Q4: 4,907 shares 4,907 $436K 0.01% -5,612 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,303 shares; 2024Q4: 5,353 shares; 2025Q1: 5,398 shares; 2025Q2: 5,855 shares; 2025Q3: 6,397 shares; 2025Q4: 5,903 shares 5,903 $434K 0.01% -494 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 765 shares; 2025Q1: 960 shares; 2025Q2: 1,033 shares; 2025Q3: 964 shares; 2025Q4: 964 shares 964 $432K 0.01% 0 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: 6,551 shares; 2024Q4: 6,551 shares; 2025Q1: 6,524 shares; 2025Q2: 6,034 shares; 2025Q3: 5,267 shares; 2025Q4: 4,694 shares 4,694 $432K 0.01% -573 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares 1,390 $430K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,434 shares; 2024Q4: 36,734 shares; 2025Q1: 35,006 shares; 2025Q2: 49,756 shares; 2025Q3: 30,106 shares; 2025Q4: 25,706 shares 25,706 $424K 0.01% -4,400 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 4,038 shares; 2025Q1: 5,105 shares; 2025Q2: 4,721 shares; 2025Q3: 4,625 shares; 2025Q4: 4,249 shares 4,249 $421K 0.01% -376 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: 3,316 shares; 2024Q4: 3,316 shares; 2025Q1: 3,316 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares 3,150 $415K 0.01% 0 Timeline