SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,907 shares; 2024Q4: 678,771 shares; 2025Q1: 1,792,898 shares; 2025Q2: 1,342,865 shares; 2025Q3: 1,366,766 shares; 2025Q4: 1,225,539 shares 1,225,539 $98.3M 3.36% -141,227 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: 39,849 shares; 2024Q4: 42,303 shares; 2025Q1: 290,047 shares; 2025Q2: 305,852 shares; 2025Q3: 309,923 shares; 2025Q4: 426,679 shares 426,679 $90.5M 3.09% +116,756 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: 180,371 shares; 2024Q4: 182,568 shares; 2025Q1: 806,123 shares; 2025Q2: 733,202 shares; 2025Q3: 693,464 shares; 2025Q4: 702,139 shares 702,139 $86.5M 2.96% +8,675 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,001 shares; 2024Q4: 158,846 shares; 2025Q1: 213,230 shares; 2025Q2: 183,577 shares; 2025Q3: 288,477 shares; 2025Q4: 292,896 shares 292,896 $79.6M 2.72% +4,419 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: 318,110 shares; 2024Q4: 326,953 shares; 2025Q1: 1,003,637 shares; 2025Q2: 1,038,131 shares; 2025Q3: 1,267,886 shares; 2025Q4: 1,293,230 shares 1,293,230 $78.6M 2.69% +25,344 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: 257,734 shares; 2024Q4: 256,428 shares; 2025Q1: 350,669 shares; 2025Q2: 282,785 shares; 2025Q3: 380,970 shares; 2025Q4: 380,735 shares 380,735 $71M 2.43% -235 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: 91,152 shares; 2024Q4: 95,104 shares; 2025Q1: 117,788 shares; 2025Q2: 109,485 shares; 2025Q3: 140,611 shares; 2025Q4: 142,616 shares 142,616 $69M 2.36% +2,005 Timeline EMGF 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: 78,861 shares; 2024Q4: 79,701 shares; 2025Q1: 434,797 shares; 2025Q2: 728,491 shares; 2025Q3: 849,426 shares; 2025Q4: 1,051,430 shares 1,051,430 $60.8M 2.08% +202,004 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,615 shares; 2025Q2: 101,899 shares; 2025Q3: 207,450 shares; 2025Q4: 212,869 shares 212,869 $53.5M 1.83% +5,419 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: 112,363 shares; 2024Q4: 119,644 shares; 2025Q1: 143,282 shares; 2025Q2: 151,859 shares; 2025Q3: 150,062 shares; 2025Q4: 154,815 shares 154,815 $48.5M 1.66% +4,753 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,544 shares; 2024Q4: 48,012 shares; 2025Q1: 403,075 shares; 2025Q2: 401,160 shares; 2025Q3: 374,003 shares; 2025Q4: 403,461 shares 403,461 $43.2M 1.48% +29,458 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: 199,836 shares; 2024Q4: 201,553 shares; 2025Q1: 375,968 shares; 2025Q2: 411,008 shares; 2025Q3: 412,908 shares; 2025Q4: 425,352 shares 425,352 $42.5M 1.45% +12,444 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: 99,653 shares; 2024Q4: 101,833 shares; 2025Q1: 143,071 shares; 2025Q2: 128,766 shares; 2025Q3: 164,841 shares; 2025Q4: 172,532 shares 172,532 $39.8M 1.36% +7,691 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: 33,412 shares; 2024Q4: 37,351 shares; 2025Q1: 50,879 shares; 2025Q2: 50,285 shares; 2025Q3: 53,622 shares; 2025Q4: 55,569 shares 55,569 $36.7M 1.25% +1,947 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: 2,315 shares; 2024Q4: 1,959 shares; 2025Q1: 51,124 shares; 2025Q2: 111,001 shares; 2025Q3: 85,229 shares; 2025Q4: 85,169 shares 85,169 $33.8M 1.15% -60 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 1,216 shares; 2025Q1: 91,147 shares; 2025Q2: 86,928 shares; 2025Q3: 70,924 shares; 2025Q4: 68,251 shares 68,251 $32.3M 1.1% -2,673 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: 32,061 shares; 2024Q4: 28,242 shares; 2025Q1: 80,570 shares; 2025Q2: 576,494 shares; 2025Q3: 492,034 shares; 2025Q4: 437,017 shares 437,017 $31.2M 1.07% -55,017 Timeline BAI 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: 459,952 shares; 2025Q3: 861,242 shares; 2025Q4: 925,958 shares 925,958 $30.8M 1.05% +64,716 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: 60,830 shares; 2024Q4: 64,768 shares; 2025Q1: 90,477 shares; 2025Q2: 58,014 shares; 2025Q3: 95,368 shares; 2025Q4: 96,250 shares 96,250 $30.2M 1.03% +882 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: 46,479 shares; 2025Q1: 154,037 shares; 2025Q2: 152,214 shares; 2025Q3: 150,056 shares; 2025Q4: 252,643 shares 252,643 $30.1M 1.03% +102,587 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: 57,928 shares; 2025Q2: 708,623 shares; 2025Q3: 727,593 shares; 2025Q4: 743,855 shares 743,855 $28.7M 0.98% +16,262 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: 48,634 shares; 2024Q4: 51,174 shares; 2025Q1: 76,286 shares; 2025Q2: 65,087 shares; 2025Q3: 79,966 shares; 2025Q4: 82,566 shares 82,566 $28.6M 0.98% +2,600 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: 59,127 shares; 2024Q4: 62,888 shares; 2025Q1: 74,425 shares; 2025Q2: 80,771 shares; 2025Q3: 81,249 shares; 2025Q4: 82,861 shares 82,861 $26.7M 0.91% +1,612 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,013 shares; 2025Q1: 256,372 shares; 2025Q2: 243,055 shares; 2025Q3: 338,918 shares; 2025Q4: 324,901 shares 324,901 $26.4M 0.9% -14,017 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: 89,761 shares; 2024Q4: 93,597 shares; 2025Q1: 221,589 shares; 2025Q2: 234,321 shares; 2025Q3: 247,057 shares; 2025Q4: 258,035 shares 258,035 $24.6M 0.84% +10,978 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: 22,039 shares; 2024Q4: 17,875 shares; 2025Q1: 30,965 shares; 2025Q2: 31,662 shares; 2025Q3: 31,773 shares; 2025Q4: 35,805 shares 35,805 $24.5M 0.84% +4,032 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: 87,520 shares; 2024Q4: 88,446 shares; 2025Q1: 247,954 shares; 2025Q2: 258,158 shares; 2025Q3: 231,253 shares; 2025Q4: 115,100 shares 115,100 $22.9M 0.78% -116,153 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: 127,824 shares; 2024Q4: 127,378 shares; 2025Q1: 141,067 shares; 2025Q2: 143,258 shares; 2025Q3: 180,306 shares; 2025Q4: 185,382 shares 185,382 $20.7M 0.71% +5,076 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: 10,282 shares; 2024Q4: 11,205 shares; 2025Q1: 14,900 shares; 2025Q2: 17,246 shares; 2025Q3: 17,821 shares; 2025Q4: 18,401 shares 18,401 $19.8M 0.68% +580 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: 19,363 shares; 2024Q4: 20,022 shares; 2025Q1: 26,474 shares; 2025Q2: 27,637 shares; 2025Q3: 37,783 shares; 2025Q4: 39,259 shares 39,259 $19.7M 0.67% +1,476 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,994 shares; 2024Q4: 104,801 shares; 2025Q1: 98,248 shares; 2025Q2: 458,440 shares; 2025Q3: 406,074 shares; 2025Q4: 406,105 shares 406,105 $19.6M 0.67% +31 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: 103,166 shares; 2025Q1: 129,994 shares; 2025Q2: 143,850 shares; 2025Q3: 137,957 shares; 2025Q4: 149,057 shares 149,057 $19.5M 0.67% +11,100 Timeline SPTL 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: 53,912 shares; 2024Q4: 43,251 shares; 2025Q1: 553,083 shares; 2025Q2: 1,026,965 shares; 2025Q3: 1,095,354 shares; 2025Q4: 718,728 shares 718,728 $19M 0.65% -376,626 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: 25,303 shares; 2024Q4: 11,728 shares; 2025Q1: 395,168 shares; 2025Q2: 375,369 shares; 2025Q3: 344,932 shares; 2025Q4: 333,689 shares 333,689 $19M 0.65% -11,243 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 9,740 shares; 2025Q1: 196,209 shares; 2025Q2: 170,066 shares; 2025Q3: 159,626 shares; 2025Q4: 176,345 shares 176,345 $18.8M 0.64% +16,719 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: 78,243 shares; 2024Q4: 92,986 shares; 2025Q1: 277,663 shares; 2025Q2: 300,192 shares; 2025Q3: 333,660 shares; 2025Q4: 352,405 shares 352,405 $18.6M 0.64% +18,745 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: 39,823 shares; 2024Q4: 41,879 shares; 2025Q1: 60,580 shares; 2025Q2: 58,983 shares; 2025Q3: 54,988 shares; 2025Q4: 49,210 shares 49,210 $17.3M 0.59% -5,778 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: 23,168 shares; 2024Q4: 24,874 shares; 2025Q1: 26,749 shares; 2025Q2: 23,978 shares; 2025Q3: 28,190 shares; 2025Q4: 28,708 shares 28,708 $16.4M 0.56% +518 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: 12,543 shares; 2024Q4: 11,437 shares; 2025Q1: 30,472 shares; 2025Q2: 29,790 shares; 2025Q3: 24,792 shares; 2025Q4: 25,878 shares 25,878 $16.2M 0.55% +1,086 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: 11,540 shares; 2024Q4: 4,271 shares; 2025Q1: 127,175 shares; 2025Q2: 117,930 shares; 2025Q3: 80,380 shares; 2025Q4: 75,553 shares 75,553 $15.9M 0.54% -4,827 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 7,480 shares; 2025Q1: 186,711 shares; 2025Q2: 178,622 shares; 2025Q3: 147,472 shares; 2025Q4: 142,671 shares 142,671 $15.2M 0.52% -4,801 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,024 shares; 2024Q4: 62,627 shares; 2025Q1: 73,313 shares; 2025Q2: 237,014 shares; 2025Q3: 185,038 shares; 2025Q4: 183,076 shares 183,076 $15.2M 0.52% -1,962 Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224,050 shares; 2025Q4: 233,933 shares 233,933 $15.2M 0.52% +9,883 Timeline SCHZ 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: 243,964 shares; 2024Q4: 358,746 shares; 2025Q1: 1,291,417 shares; 2025Q2: 708,480 shares; 2025Q3: 335,703 shares; 2025Q4: 628,347 shares 628,347 $14.7M 0.5% +292,644 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: 34,026 shares; 2024Q4: 33,715 shares; 2025Q1: 87,381 shares; 2025Q2: 69,172 shares; 2025Q3: 63,449 shares; 2025Q4: 68,009 shares 68,009 $14.1M 0.48% +4,560 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: 10,685 shares; 2024Q4: 10,926 shares; 2025Q1: 13,426 shares; 2025Q2: 13,279 shares; 2025Q3: 15,359 shares; 2025Q4: 14,709 shares 14,709 $12.7M 0.43% -650 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: 13,937 shares; 2024Q4: 14,479 shares; 2025Q1: 26,988 shares; 2025Q2: 26,871 shares; 2025Q3: 27,889 shares; 2025Q4: 27,806 shares 27,806 $12.5M 0.43% -83 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: 87,276 shares; 2024Q4: 92,787 shares; 2025Q1: 94,902 shares; 2025Q2: 102,401 shares; 2025Q3: 118,013 shares; 2025Q4: 125,027 shares 125,027 $12.5M 0.43% +7,014 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: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 13,777 shares; 2025Q2: 104,787 shares; 2025Q3: 117,160 shares; 2025Q4: 127,527 shares 127,527 $12.3M 0.42% +10,367 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: 36,335 shares; 2024Q4: 43,050 shares; 2025Q1: 74,626 shares; 2025Q2: 79,754 shares; 2025Q3: 74,947 shares; 2025Q4: 76,169 shares 76,169 $12.2M 0.42% +1,222 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: 62,207 shares; 2024Q4: 66,942 shares; 2025Q1: 71,069 shares; 2025Q2: 80,703 shares; 2025Q3: 84,749 shares; 2025Q4: 81,977 shares 81,977 $11.7M 0.4% -2,772 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,045 shares; 2024Q4: 39,122 shares; 2025Q1: 41,927 shares; 2025Q2: 45,248 shares; 2025Q3: 87,039 shares; 2025Q4: 92,837 shares 92,837 $11.4M 0.39% +5,798 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: 51,617 shares; 2024Q4: 54,400 shares; 2025Q1: 94,846 shares; 2025Q2: 93,487 shares; 2025Q3: 106,768 shares; 2025Q4: 114,391 shares 114,391 $11M 0.38% +7,623 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 429,124 shares; 2025Q3: 131,154 shares; 2025Q4: 127,374 shares 127,374 $11M 0.38% -3,780 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,080 shares; 2024Q4: 27,504 shares; 2025Q1: 30,989 shares; 2025Q2: 100,442 shares; 2025Q3: 91,161 shares; 2025Q4: 90,986 shares 90,986 $10.9M 0.37% -175 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: 37,478 shares; 2024Q4: 31,577 shares; 2025Q1: 169,216 shares; 2025Q2: 165,104 shares; 2025Q3: 113,944 shares; 2025Q4: 118,930 shares 118,930 $10.6M 0.36% +4,986 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: 8,025 shares; 2024Q4: 9,374 shares; 2025Q1: 15,177 shares; 2025Q2: 16,818 shares; 2025Q3: 17,331 shares; 2025Q4: 18,387 shares 18,387 $10.3M 0.35% +1,056 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: 46,613 shares; 2024Q4: 54,077 shares; 2025Q1: 112,893 shares; 2025Q2: 106,645 shares; 2025Q3: 132,216 shares; 2025Q4: 133,540 shares 133,540 $10.3M 0.35% +1,324 Timeline TFLO 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: 341,911 shares; 2024Q4: 369,562 shares; 2025Q1: 488,406 shares; 2025Q2: 261,989 shares; 2025Q3: 200,683 shares; 2025Q4: 203,351 shares 203,351 $10.3M 0.35% +2,668 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: 6,870 shares; 2024Q4: 3,523 shares; 2025Q1: 149,898 shares; 2025Q2: 147,085 shares; 2025Q3: 109,177 shares; 2025Q4: 106,575 shares 106,575 $10.2M 0.35% -2,602 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,676 shares; 2025Q4: 175,256 shares 175,256 $10.2M 0.35% +90,580 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,057 shares; 2024Q4: 16,485 shares; 2025Q1: 25,336 shares; 2025Q2: 308,114 shares; 2025Q3: 111,812 shares; 2025Q4: 105,520 shares 105,520 $9.94M 0.34% -6,292 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: 47,960 shares; 2024Q4: 46,139 shares; 2025Q1: 102,768 shares; 2025Q2: 103,083 shares; 2025Q3: 108,477 shares; 2025Q4: 111,905 shares 111,905 $9.47M 0.32% +3,428 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: 28,625 shares; 2024Q4: 28,831 shares; 2025Q1: 29,530 shares; 2025Q2: 27,398 shares; 2025Q3: 30,192 shares; 2025Q4: 27,411 shares 27,411 $9.43M 0.32% -2,781 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 8,118 shares; 2025Q1: 10,470 shares; 2025Q2: 12,773 shares; 2025Q3: 16,148 shares; 2025Q4: 24,027 shares 24,027 $9.4M 0.32% +7,879 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,826 shares; 2024Q4: 36,842 shares; 2025Q1: 37,151 shares; 2025Q2: 33,818 shares; 2025Q3: 39,209 shares; 2025Q4: 41,117 shares 41,117 $9.36M 0.32% +1,908 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: 36,035 shares; 2024Q4: 38,186 shares; 2025Q1: 79,631 shares; 2025Q2: 70,997 shares; 2025Q3: 59,752 shares; 2025Q4: 60,520 shares 60,520 $9.3M 0.32% +768 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: 184,457 shares; 2024Q4: 175,907 shares; 2025Q1: 297,204 shares; 2025Q2: 283,787 shares; 2025Q3: 161,415 shares; 2025Q4: 145,511 shares 145,511 $9.09M 0.31% -15,904 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: 31,964 shares; 2024Q4: 25,642 shares; 2025Q1: 162,020 shares; 2025Q2: 163,360 shares; 2025Q3: 148,923 shares; 2025Q4: 134,924 shares 134,924 $9.07M 0.31% -13,999 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: 29,893 shares; 2024Q4: 31,552 shares; 2025Q1: 41,040 shares; 2025Q2: 39,769 shares; 2025Q3: 58,582 shares; 2025Q4: 58,451 shares 58,451 $8.91M 0.3% -131 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,245 shares; 2024Q4: 24,866 shares; 2025Q1: 28,169 shares; 2025Q2: 31,138 shares; 2025Q3: 32,102 shares; 2025Q4: 34,016 shares 34,016 $8.59M 0.29% +1,914 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: 60,651 shares; 2024Q4: 59,284 shares; 2025Q1: 98,529 shares; 2025Q2: 78,557 shares; 2025Q3: 78,495 shares; 2025Q4: 70,907 shares 70,907 $8.53M 0.29% -7,588 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: 9,249 shares; 2024Q4: 7,222 shares; 2025Q1: 26,824 shares; 2025Q2: 26,139 shares; 2025Q3: 24,591 shares; 2025Q4: 24,321 shares 24,321 $8.34M 0.29% -270 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,686 shares; 2024Q4: 23,357 shares; 2025Q1: 26,316 shares; 2025Q2: 29,173 shares; 2025Q3: 29,987 shares; 2025Q4: 31,898 shares 31,898 $8.27M 0.28% +1,911 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,170 shares; 2025Q1: 5,872 shares; 2025Q2: 99,361 shares; 2025Q3: 85,842 shares; 2025Q4: 79,625 shares 79,625 $8.15M 0.28% -6,217 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: 5,451 shares; 2024Q4: 5,818 shares; 2025Q1: 6,102 shares; 2025Q2: 11,358 shares; 2025Q3: 13,540 shares; 2025Q4: 14,247 shares 14,247 $8.07M 0.28% +707 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,325 shares; 2024Q4: 141,889 shares; 2025Q1: 212,865 shares; 2025Q2: 156,133 shares; 2025Q3: 170,765 shares; 2025Q4: 186,242 shares 186,242 $7.98M 0.27% +15,477 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: 1,148 shares; 2024Q4: not reported; 2025Q1: 13,120 shares; 2025Q2: 33,128 shares; 2025Q3: 33,727 shares; 2025Q4: 32,180 shares 32,180 $7.92M 0.27% -1,547 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: 16,673 shares; 2024Q4: 21,108 shares; 2025Q1: 32,308 shares; 2025Q2: 49,324 shares; 2025Q3: 61,250 shares; 2025Q4: 62,887 shares 62,887 $7.72M 0.26% +1,637 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: 33,545 shares; 2024Q4: 36,505 shares; 2025Q1: 43,085 shares; 2025Q2: 48,426 shares; 2025Q3: 63,339 shares; 2025Q4: 65,860 shares 65,860 $7.69M 0.26% +2,521 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: 47,579 shares; 2024Q4: 47,043 shares; 2025Q1: 47,897 shares; 2025Q2: 25,172 shares; 2025Q3: 27,611 shares; 2025Q4: 27,422 shares 27,422 $7.65M 0.26% -189 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: 24,547 shares; 2024Q4: 25,936 shares; 2025Q1: 24,576 shares; 2025Q2: 21,621 shares; 2025Q3: 32,261 shares; 2025Q4: 33,285 shares 33,285 $7.61M 0.26% +1,024 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: 130,483 shares; 2024Q4: 148,969 shares; 2025Q1: 123,126 shares; 2025Q2: 106,561 shares; 2025Q3: 129,092 shares; 2025Q4: 132,044 shares 132,044 $7.26M 0.25% +2,952 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: 14,315 shares; 2024Q4: 15,525 shares; 2025Q1: 32,607 shares; 2025Q2: 35,444 shares; 2025Q3: 36,178 shares; 2025Q4: 37,172 shares 37,172 $7.25M 0.25% +994 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: 21,746 shares; 2024Q4: 21,805 shares; 2025Q1: 26,535 shares; 2025Q2: 15,950 shares; 2025Q3: 21,913 shares; 2025Q4: 21,857 shares 21,857 $7.22M 0.25% -56 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: 3,446 shares; 2024Q4: 3,296 shares; 2025Q1: 17,976 shares; 2025Q2: 17,995 shares; 2025Q3: 10,420 shares; 2025Q4: 10,285 shares 10,285 $7.01M 0.24% -135 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,410 shares; 2024Q4: 72,137 shares; 2025Q1: 67,982 shares; 2025Q2: 60,195 shares; 2025Q3: 89,984 shares; 2025Q4: 85,912 shares 85,912 $6.93M 0.24% -4,072 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,492 shares; 2024Q4: 32,885 shares; 2025Q1: 49,303 shares; 2025Q2: 47,134 shares; 2025Q3: 38,239 shares; 2025Q4: 33,418 shares 33,418 $6.86M 0.23% -4,821 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: 2,275 shares; 2024Q4: 2,270 shares; 2025Q1: 2,335 shares; 2025Q2: 2,242 shares; 2025Q3: 1,535 shares; 2025Q4: 20,362 shares 20,362 $6.86M 0.23% +18,827 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: 125,979 shares; 2024Q4: 154,289 shares; 2025Q1: 301,077 shares; 2025Q2: 310,547 shares; 2025Q3: 296,090 shares; 2025Q4: 274,823 shares 274,823 $6.83M 0.23% -21,267 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: 5,009 shares; 2024Q4: 5,089 shares; 2025Q1: 6,860 shares; 2025Q2: 8,432 shares; 2025Q3: 7,409 shares; 2025Q4: 72,762 shares 72,762 $6.82M 0.23% +65,353 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: 13,150 shares; 2024Q4: 11,907 shares; 2025Q1: 18,494 shares; 2025Q2: 24,317 shares; 2025Q3: 34,914 shares; 2025Q4: 31,383 shares 31,383 $6.72M 0.23% -3,531 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: 8,096 shares; 2024Q4: 7,397 shares; 2025Q1: 8,851 shares; 2025Q2: 7,844 shares; 2025Q3: 10,963 shares; 2025Q4: 11,576 shares 11,576 $6.71M 0.23% +613 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: 76,030 shares; 2024Q4: 72,702 shares; 2025Q1: 82,461 shares; 2025Q2: 75,104 shares; 2025Q3: 88,849 shares; 2025Q4: 94,892 shares 94,892 $6.63M 0.23% +6,043 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: 15,941 shares; 2024Q4: 15,831 shares; 2025Q1: 17,524 shares; 2025Q2: 16,439 shares; 2025Q3: 21,250 shares; 2025Q4: 21,641 shares 21,641 $6.61M 0.23% +391 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: 20,077 shares; 2024Q4: 21,659 shares; 2025Q1: 17,876 shares; 2025Q2: 19,574 shares; 2025Q3: 26,726 shares; 2025Q4: 27,166 shares 27,166 $6.58M 0.23% +440 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: 42,837 shares; 2024Q4: 36,197 shares; 2025Q1: 31,804 shares; 2025Q2: 31,088 shares; 2025Q3: 42,508 shares; 2025Q4: 45,372 shares 45,372 $6.51M 0.22% +2,864 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,359 shares; 2025Q2: 126,250 shares; 2025Q3: 160,779 shares; 2025Q4: 168,492 shares 168,492 $6.3M 0.22% +7,713 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: 27,672 shares; 2024Q4: 26,518 shares; 2025Q1: 28,126 shares; 2025Q2: 28,291 shares; 2025Q3: 32,934 shares; 2025Q4: 32,956 shares 32,956 $6.2M 0.21% +22 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: 152,853 shares; 2024Q4: 154,102 shares; 2025Q1: 143,176 shares; 2025Q2: 152,926 shares; 2025Q3: 161,113 shares; 2025Q4: 149,468 shares 149,468 $6.09M 0.21% -11,645 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: 7,178 shares; 2024Q4: 7,327 shares; 2025Q1: 109,486 shares; 2025Q2: 118,893 shares; 2025Q3: 124,782 shares; 2025Q4: 120,992 shares 120,992 $6.08M 0.21% -3,790 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: 66,367 shares; 2024Q4: 60,261 shares; 2025Q1: 172,035 shares; 2025Q2: 166,852 shares; 2025Q3: 119,045 shares; 2025Q4: 112,640 shares 112,640 $6.06M 0.21% -6,405 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: 2,915 shares; 2024Q4: 2,972 shares; 2025Q1: 4,099 shares; 2025Q2: 9,249 shares; 2025Q3: 6,979 shares; 2025Q4: 7,235 shares 7,235 $5.93M 0.2% +256 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: 68,615 shares; 2024Q4: 66,094 shares; 2025Q1: 69,794 shares; 2025Q2: 64,735 shares; 2025Q3: 34,873 shares; 2025Q4: 31,040 shares 31,040 $5.93M 0.2% -3,833 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: 16,002 shares; 2024Q4: 16,187 shares; 2025Q1: 16,039 shares; 2025Q2: 14,662 shares; 2025Q3: 23,355 shares; 2025Q4: 22,376 shares 22,376 $5.93M 0.2% -979 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: 36,380 shares; 2024Q4: 37,101 shares; 2025Q1: 31,191 shares; 2025Q2: 34,151 shares; 2025Q3: 35,693 shares; 2025Q4: 29,159 shares 29,159 $5.92M 0.2% -6,534 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: 18,111 shares; 2024Q4: 19,555 shares; 2025Q1: 17,806 shares; 2025Q2: 14,392 shares; 2025Q3: 18,217 shares; 2025Q4: 18,815 shares 18,815 $5.8M 0.2% +598 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,048 shares 90,048 $5.77M 0.2% new 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: 9,746 shares; 2024Q4: 10,788 shares; 2025Q1: 15,013 shares; 2025Q2: 14,917 shares; 2025Q3: 13,832 shares; 2025Q4: 13,533 shares 13,533 $5.77M 0.2% -299 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: 16,113 shares; 2024Q4: 12,265 shares; 2025Q1: 94,549 shares; 2025Q2: 82,208 shares; 2025Q3: 79,717 shares; 2025Q4: 76,636 shares 76,636 $5.68M 0.19% -3,081 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: 14,671 shares; 2024Q4: 19,163 shares; 2025Q1: 39,893 shares; 2025Q2: 33,763 shares; 2025Q3: 30,862 shares; 2025Q4: 30,898 shares 30,898 $5.67M 0.19% +36 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: 13,079 shares; 2024Q4: 14,808 shares; 2025Q1: 16,998 shares; 2025Q2: 15,373 shares; 2025Q3: 19,670 shares; 2025Q4: 19,109 shares 19,109 $5.66M 0.19% -561 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: 9,382 shares; 2024Q4: 14,932 shares; 2025Q1: 14,429 shares; 2025Q2: 11,841 shares; 2025Q3: 16,129 shares; 2025Q4: 20,457 shares 20,457 $5.49M 0.19% +4,328 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: 33,264 shares; 2024Q4: 28,465 shares; 2025Q1: 26,514 shares; 2025Q2: 24,051 shares; 2025Q3: 13,428 shares; 2025Q4: 11,162 shares 11,162 $5.45M 0.19% -2,266 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,661 shares; 2024Q4: 64,293 shares; 2025Q1: 68,980 shares; 2025Q2: 68,769 shares; 2025Q3: 92,283 shares; 2025Q4: 91,139 shares 91,139 $5.32M 0.18% -1,144 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: 6,630 shares; 2024Q4: 7,060 shares; 2025Q1: 8,780 shares; 2025Q2: 9,533 shares; 2025Q3: 13,709 shares; 2025Q4: 14,323 shares 14,323 $5.3M 0.18% +614 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: 84,904 shares; 2024Q4: 88,186 shares; 2025Q1: 135,656 shares; 2025Q2: 154,061 shares; 2025Q3: 111,220 shares; 2025Q4: 91,162 shares 91,162 $5.26M 0.18% -20,058 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 2,154 shares; 2025Q1: 3,961 shares; 2025Q2: 3,256 shares; 2025Q3: 5,759 shares; 2025Q4: 5,976 shares 5,976 $5.25M 0.18% +217 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: 5,116 shares; 2024Q4: 5,147 shares; 2025Q1: 14,039 shares; 2025Q2: 27,140 shares; 2025Q3: 16,706 shares; 2025Q4: 16,454 shares 16,454 $5M 0.17% -252 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 2,144 shares; 2025Q1: 2,645 shares; 2025Q2: 50,819 shares; 2025Q3: 54,241 shares; 2025Q4: 54,039 shares 54,039 $4.93M 0.17% -202 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: 62,712 shares; 2024Q4: 69,637 shares; 2025Q1: 102,350 shares; 2025Q2: 93,343 shares; 2025Q3: 164,124 shares; 2025Q4: 197,114 shares 197,114 $4.91M 0.17% +32,990 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,173 shares; 2024Q4: 17,446 shares; 2025Q1: 57,192 shares; 2025Q2: 49,780 shares; 2025Q3: 44,314 shares; 2025Q4: 42,743 shares 42,743 $4.87M 0.17% -1,571 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,135 shares 54,135 $4.86M 0.17% new Timeline BBIN 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: 19,486 shares; 2024Q4: 17,823 shares; 2025Q1: 21,802 shares; 2025Q2: 24,347 shares; 2025Q3: 61,369 shares; 2025Q4: 66,966 shares 66,966 $4.84M 0.17% +5,597 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: 12,666 shares; 2024Q4: 12,600 shares; 2025Q1: 13,210 shares; 2025Q2: 13,492 shares; 2025Q3: 12,744 shares; 2025Q4: 12,422 shares 12,422 $4.83M 0.17% -322 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,117 shares; 2024Q4: 184,721 shares; 2025Q1: 202,262 shares; 2025Q2: 106,255 shares; 2025Q3: 99,909 shares; 2025Q4: 95,067 shares 95,067 $4.78M 0.16% -4,842 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,706 shares; 2024Q4: 114,710 shares; 2025Q1: 188,978 shares; 2025Q2: 186,603 shares; 2025Q3: 200,288 shares; 2025Q4: 205,828 shares 205,828 $4.74M 0.16% +5,540 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,432 shares; 2024Q4: 87,937 shares; 2025Q1: 82,546 shares; 2025Q2: 89,875 shares; 2025Q3: 292,317 shares; 2025Q4: 358,511 shares 358,511 $4.7M 0.16% +66,194 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,369 shares; 2024Q4: 9,550 shares; 2025Q1: 17,616 shares; 2025Q2: 16,354 shares; 2025Q3: 17,368 shares; 2025Q4: 18,107 shares 18,107 $4.66M 0.16% +739 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 4,083 shares; 2025Q1: 5,734 shares; 2025Q2: 5,809 shares; 2025Q3: 13,038 shares; 2025Q4: 13,113 shares 13,113 $4.61M 0.16% +75 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: 2,451 shares; 2024Q4: 2,359 shares; 2025Q1: 3,389 shares; 2025Q2: 3,110 shares; 2025Q3: 3,659 shares; 2025Q4: 3,780 shares 3,780 $4.59M 0.16% +121 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: 2,112 shares; 2024Q4: 1,854 shares; 2025Q1: 14,903 shares; 2025Q2: 14,767 shares; 2025Q3: 14,649 shares; 2025Q4: 15,660 shares 15,660 $4.54M 0.16% +1,011 Timeline AAON AAON INC More: the full row for AAON 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: 48,629 shares; 2025Q2: 53,748 shares; 2025Q3: 55,629 shares; 2025Q4: 59,138 shares 59,138 $4.51M 0.15% +3,509 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,186 shares; 2025Q2: 22,041 shares; 2025Q3: 21,785 shares; 2025Q4: 24,081 shares 24,081 $4.47M 0.15% +2,296 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: 51,354 shares; 2024Q4: 53,652 shares; 2025Q1: 53,618 shares; 2025Q2: 52,954 shares; 2025Q3: 56,213 shares; 2025Q4: 55,042 shares 55,042 $4.42M 0.15% -1,171 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: 52,035 shares; 2024Q4: 56,228 shares; 2025Q1: 43,029 shares; 2025Q2: 32,269 shares; 2025Q3: 47,657 shares; 2025Q4: 46,915 shares 46,915 $4.37M 0.15% -742 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,908 shares; 2025Q1: 4,851 shares; 2025Q2: 4,061 shares; 2025Q3: 6,067 shares; 2025Q4: 6,633 shares 6,633 $4.34M 0.15% +566 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,218 shares; 2024Q4: 45,171 shares; 2025Q1: 158,880 shares; 2025Q2: 144,290 shares; 2025Q3: 22,563 shares; 2025Q4: 21,618 shares 21,618 $4.32M 0.15% -945 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,257 shares; 2024Q4: 12,790 shares; 2025Q1: 18,578 shares; 2025Q2: 18,434 shares; 2025Q3: 20,820 shares; 2025Q4: 20,170 shares 20,170 $4.27M 0.15% -650 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,639 shares; 2025Q1: 4,467 shares; 2025Q2: 3,260 shares; 2025Q3: 6,136 shares; 2025Q4: 7,438 shares 7,438 $4.26M 0.15% +1,302 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,753 shares; 2025Q1: 5,805 shares; 2025Q2: 4,964 shares; 2025Q3: 13,915 shares; 2025Q4: 14,853 shares 14,853 $4.24M 0.14% +938 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: not reported; 2024Q4: 2,621 shares; 2025Q1: 6,097 shares; 2025Q2: 7,840 shares; 2025Q3: 15,915 shares; 2025Q4: 18,521 shares 18,521 $4.02M 0.14% +2,606 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,710 shares; 2024Q4: 25,251 shares; 2025Q1: 35,846 shares; 2025Q2: 74,611 shares; 2025Q3: 95,914 shares; 2025Q4: 99,914 shares 99,914 $4.01M 0.14% +4,000 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,422 shares; 2025Q2: 11,835 shares; 2025Q3: 21,883 shares; 2025Q4: 23,368 shares 23,368 $4M 0.14% +1,485 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,931 shares; 2024Q4: 43,010 shares; 2025Q1: 54,516 shares; 2025Q2: 16,467 shares; 2025Q3: 35,310 shares; 2025Q4: 37,629 shares 37,629 $3.96M 0.14% +2,319 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,784 shares; 2024Q4: 43,807 shares; 2025Q1: 43,899 shares; 2025Q2: 27,789 shares; 2025Q3: 30,176 shares; 2025Q4: 28,077 shares 28,077 $3.96M 0.14% -2,099 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: 23,032 shares; 2024Q4: 23,193 shares; 2025Q1: 24,194 shares; 2025Q2: 16,312 shares; 2025Q3: 22,290 shares; 2025Q4: 22,167 shares 22,167 $3.93M 0.13% -123 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: 13,273 shares; 2024Q4: 15,133 shares; 2025Q1: 15,726 shares; 2025Q2: 13,659 shares; 2025Q3: 15,029 shares; 2025Q4: 16,987 shares 16,987 $3.93M 0.13% +1,958 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,561 shares; 2024Q4: 54,256 shares; 2025Q1: 69,835 shares; 2025Q2: 71,104 shares; 2025Q3: 78,819 shares; 2025Q4: 73,796 shares 73,796 $3.9M 0.13% -5,023 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,464 shares; 2025Q2: 8,717 shares; 2025Q3: 20,849 shares; 2025Q4: 21,510 shares 21,510 $3.82M 0.13% +661 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: 9,472 shares; 2024Q4: 6,918 shares; 2025Q1: 11,533 shares; 2025Q2: 10,950 shares; 2025Q3: 10,416 shares; 2025Q4: 10,219 shares 10,219 $3.82M 0.13% -197 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: 13,822 shares; 2024Q4: 16,969 shares; 2025Q1: 21,833 shares; 2025Q2: 22,413 shares; 2025Q3: 12,854 shares; 2025Q4: 13,891 shares 13,891 $3.79M 0.13% +1,037 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: 18,156 shares; 2024Q4: 18,812 shares; 2025Q1: 32,279 shares; 2025Q2: 31,278 shares; 2025Q3: 30,202 shares; 2025Q4: 30,087 shares 30,087 $3.77M 0.13% -115 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: 5,979 shares; 2024Q4: 4,740 shares; 2025Q1: 7,022 shares; 2025Q2: 8,731 shares; 2025Q3: 11,484 shares; 2025Q4: 11,156 shares 11,156 $3.74M 0.13% -328 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: 7,490 shares; 2024Q4: 7,534 shares; 2025Q1: 14,298 shares; 2025Q2: 15,417 shares; 2025Q3: 16,419 shares; 2025Q4: 16,988 shares 16,988 $3.73M 0.13% +569 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: 8,448 shares; 2024Q4: 8,522 shares; 2025Q1: 12,410 shares; 2025Q2: 12,708 shares; 2025Q3: 19,999 shares; 2025Q4: 24,134 shares 24,134 $3.72M 0.13% +4,135 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: 21,702 shares; 2024Q4: 22,439 shares; 2025Q1: 28,029 shares; 2025Q2: 29,377 shares; 2025Q3: 43,098 shares; 2025Q4: 45,120 shares 45,120 $3.69M 0.13% +2,022 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: 8,783 shares; 2024Q4: 8,808 shares; 2025Q1: 9,607 shares; 2025Q2: 10,086 shares; 2025Q3: 9,419 shares; 2025Q4: 7,896 shares 7,896 $3.69M 0.13% -1,523 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: 12,684 shares; 2024Q4: 12,652 shares; 2025Q1: 11,018 shares; 2025Q2: 7,907 shares; 2025Q3: 13,728 shares; 2025Q4: 14,312 shares 14,312 $3.68M 0.13% +584 Timeline JAVA 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: 14,030 shares; 2024Q4: 14,678 shares; 2025Q1: 20,492 shares; 2025Q2: 21,450 shares; 2025Q3: 47,740 shares; 2025Q4: 51,131 shares 51,131 $3.67M 0.13% +3,391 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: 10,888 shares; 2024Q4: 10,727 shares; 2025Q1: 15,857 shares; 2025Q2: 18,988 shares; 2025Q3: 36,538 shares; 2025Q4: 39,185 shares 39,185 $3.64M 0.12% +2,647 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: 56,569 shares; 2024Q4: 67,000 shares; 2025Q1: 92,443 shares; 2025Q2: 98,197 shares; 2025Q3: 75,808 shares; 2025Q4: 76,975 shares 76,975 $3.58M 0.12% +1,167 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: 55,046 shares; 2024Q4: 55,381 shares; 2025Q1: 62,322 shares; 2025Q2: 62,231 shares; 2025Q3: 64,748 shares; 2025Q4: 67,034 shares 67,034 $3.58M 0.12% +2,286 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: 14,131 shares; 2024Q4: 13,564 shares; 2025Q1: 13,627 shares; 2025Q2: 13,119 shares; 2025Q3: 13,221 shares; 2025Q4: 10,145 shares 10,145 $3.55M 0.12% -3,076 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: 9,665 shares; 2024Q4: 10,574 shares; 2025Q1: 7,040 shares; 2025Q2: 6,766 shares; 2025Q3: 18,532 shares; 2025Q4: 20,624 shares 20,624 $3.53M 0.12% +2,092 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: 27,787 shares; 2024Q4: 27,889 shares; 2025Q1: 30,655 shares; 2025Q2: 31,183 shares; 2025Q3: 31,809 shares; 2025Q4: 30,579 shares 30,579 $3.53M 0.12% -1,230 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: 8,539 shares; 2024Q4: 8,968 shares; 2025Q1: 9,011 shares; 2025Q2: 9,051 shares; 2025Q3: 6,844 shares; 2025Q4: 6,683 shares 6,683 $3.49M 0.12% -161 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,963 shares; 2024Q4: 5,537 shares; 2025Q1: 29,591 shares; 2025Q2: 31,179 shares; 2025Q3: 32,185 shares; 2025Q4: 33,868 shares 33,868 $3.48M 0.12% +1,683 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: 4,656 shares; 2024Q4: 4,139 shares; 2025Q1: 4,692 shares; 2025Q2: 4,417 shares; 2025Q3: 4,606 shares; 2025Q4: 4,611 shares 4,611 $3.48M 0.12% +5 Timeline SHM 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: 15,528 shares; 2024Q4: 27,197 shares; 2025Q1: 69,273 shares; 2025Q2: 60,310 shares; 2025Q3: 71,292 shares; 2025Q4: 72,402 shares 72,402 $3.47M 0.12% +1,110 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: 72,556 shares; 2024Q4: 72,772 shares; 2025Q1: 80,481 shares; 2025Q2: 79,398 shares; 2025Q3: 66,464 shares; 2025Q4: 57,729 shares 57,729 $3.47M 0.12% -8,735 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,314 shares 24,314 $3.45M 0.12% new 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: 4,169 shares; 2024Q4: 4,322 shares; 2025Q1: 6,394 shares; 2025Q2: 6,658 shares; 2025Q3: 11,958 shares; 2025Q4: 14,239 shares 14,239 $3.43M 0.12% +2,281 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: 8,288 shares; 2024Q4: 15,297 shares; 2025Q1: 49,942 shares; 2025Q2: 45,148 shares; 2025Q3: 39,571 shares; 2025Q4: 35,769 shares 35,769 $3.41M 0.12% -3,802 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: 8,357 shares; 2024Q4: 8,480 shares; 2025Q1: 8,489 shares; 2025Q2: 9,510 shares; 2025Q3: 7,866 shares; 2025Q4: 7,028 shares 7,028 $3.4M 0.12% -838 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: not reported; 2024Q4: not reported; 2025Q1: 36,563 shares; 2025Q2: 48,809 shares; 2025Q3: 33,442 shares; 2025Q4: 34,738 shares 34,738 $3.37M 0.12% +1,296 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,995 shares; 2024Q4: 17,010 shares; 2025Q1: 23,444 shares; 2025Q2: 29,388 shares; 2025Q3: 31,288 shares; 2025Q4: 30,418 shares 30,418 $3.35M 0.11% -870 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: 1,109 shares; 2024Q4: 1,022 shares; 2025Q1: 1,007 shares; 2025Q2: 996 shares; 2025Q3: 8,484 shares; 2025Q4: 7,964 shares 7,964 $3.29M 0.11% -520 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: 58,171 shares; 2024Q4: 68,002 shares; 2025Q1: 15,256 shares; 2025Q2: 10,983 shares; 2025Q3: 22,563 shares; 2025Q4: 24,285 shares 24,285 $3.28M 0.11% +1,722 Timeline JBND 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: 8,527 shares; 2025Q1: 15,795 shares; 2025Q2: 17,380 shares; 2025Q3: 51,134 shares; 2025Q4: 59,643 shares 59,643 $3.22M 0.11% +8,509 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: 24,952 shares; 2024Q4: 23,932 shares; 2025Q1: 28,078 shares; 2025Q2: 28,465 shares; 2025Q3: 28,810 shares; 2025Q4: 27,475 shares 27,475 $3.22M 0.11% -1,335 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: 31,706 shares; 2024Q4: 39,292 shares; 2025Q1: 12,667 shares; 2025Q2: 12,771 shares; 2025Q3: 35,128 shares; 2025Q4: 39,447 shares 39,447 $3.21M 0.11% +4,319 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: 2,465 shares; 2024Q4: 3,129 shares; 2025Q1: 9,938 shares; 2025Q2: 10,381 shares; 2025Q3: 18,380 shares; 2025Q4: 17,974 shares 17,974 $3.19M 0.11% -406 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: 16,769 shares; 2024Q4: 17,693 shares; 2025Q1: 24,372 shares; 2025Q2: 23,511 shares; 2025Q3: 34,833 shares; 2025Q4: 30,328 shares 30,328 $3.18M 0.11% -4,505 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: 3,501 shares; 2024Q4: 3,697 shares; 2025Q1: 4,477 shares; 2025Q2: 4,507 shares; 2025Q3: 4,514 shares; 2025Q4: 3,604 shares 3,604 $3.17M 0.11% -910 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 7,422 shares; 2025Q1: 50,517 shares; 2025Q2: 44,067 shares; 2025Q3: 24,516 shares; 2025Q4: 37,585 shares 37,585 $3.12M 0.11% +13,069 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,978 shares; 2024Q4: 5,718 shares; 2025Q1: 8,034 shares; 2025Q2: 8,001 shares; 2025Q3: 8,442 shares; 2025Q4: 8,732 shares 8,732 $3.08M 0.11% +290 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: 11,512 shares; 2024Q4: 11,448 shares; 2025Q1: 14,939 shares; 2025Q2: 6,591 shares; 2025Q3: 9,894 shares; 2025Q4: 9,412 shares 9,412 $3.08M 0.11% -482 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 2,496 shares; 2025Q1: 4,105 shares; 2025Q2: 4,704 shares; 2025Q3: 15,569 shares; 2025Q4: 16,714 shares 16,714 $3.08M 0.11% +1,145 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: 15,138 shares; 2024Q4: 7,721 shares; 2025Q1: 21,314 shares; 2025Q2: 4,547 shares; 2025Q3: 9,011 shares; 2025Q4: 11,203 shares 11,203 $3.04M 0.1% +2,192 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,281 shares; 2024Q4: 11,750 shares; 2025Q1: 31,411 shares; 2025Q2: 20,604 shares; 2025Q3: 24,502 shares; 2025Q4: 30,816 shares 30,816 $3.04M 0.1% +6,314 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,626 shares; 2024Q4: 15,813 shares; 2025Q1: 17,698 shares; 2025Q2: 19,000 shares; 2025Q3: 29,532 shares; 2025Q4: 28,773 shares 28,773 $3.03M 0.1% -759 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: 8,098 shares; 2024Q4: 8,032 shares; 2025Q1: 8,184 shares; 2025Q2: 8,136 shares; 2025Q3: 21,369 shares; 2025Q4: 21,335 shares 21,335 $3.01M 0.1% -34 Timeline TWFG TWFG INC More: the full row for TWFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,996 shares; 2025Q1: 43,883 shares; 2025Q2: 48,547 shares; 2025Q3: 90,402 shares; 2025Q4: 102,402 shares 102,402 $2.95M 0.1% +12,000 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,528 shares; 2025Q2: 8,374 shares; 2025Q3: 5,767 shares; 2025Q4: 6,226 shares 6,226 $2.92M 0.1% +459 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 1,812 shares; 2025Q1: 4,491 shares; 2025Q2: 4,490 shares; 2025Q3: 9,912 shares; 2025Q4: 12,723 shares 12,723 $2.91M 0.1% +2,811 Timeline HIMU 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: 78,742 shares; 2025Q2: 78,158 shares; 2025Q3: 106,706 shares; 2025Q4: 59,259 shares 59,259 $2.88M 0.1% -47,447 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: 14,457 shares; 2024Q4: 16,390 shares; 2025Q1: 21,317 shares; 2025Q2: 25,512 shares; 2025Q3: 30,415 shares; 2025Q4: 36,321 shares 36,321 $2.87M 0.1% +5,906 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: 30,246 shares; 2024Q4: 25,093 shares; 2025Q1: 14,822 shares; 2025Q2: 12,632 shares; 2025Q3: 31,598 shares; 2025Q4: 30,007 shares 30,007 $2.81M 0.1% -1,591 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,227 shares; 2024Q4: 63,544 shares; 2025Q1: 84,269 shares; 2025Q2: 43,462 shares; 2025Q3: 54,388 shares; 2025Q4: 62,576 shares 62,576 $2.78M 0.1% +8,188 Timeline JCPB 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: 9,981 shares; 2024Q4: 10,419 shares; 2025Q1: 11,430 shares; 2025Q2: 13,289 shares; 2025Q3: 55,842 shares; 2025Q4: 58,343 shares 58,343 $2.76M 0.09% +2,501 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: 28,711 shares; 2024Q4: 30,766 shares; 2025Q1: 65,076 shares; 2025Q2: 7,521 shares; 2025Q3: 23,013 shares; 2025Q4: 24,048 shares 24,048 $2.74M 0.09% +1,035 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: 18,003 shares; 2024Q4: 16,531 shares; 2025Q1: 16,131 shares; 2025Q2: 16,107 shares; 2025Q3: 19,395 shares; 2025Q4: 19,822 shares 19,822 $2.73M 0.09% +427 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: 15,843 shares; 2024Q4: 16,427 shares; 2025Q1: 21,127 shares; 2025Q2: 20,150 shares; 2025Q3: 18,646 shares; 2025Q4: 14,661 shares 14,661 $2.72M 0.09% -3,985 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: 35,182 shares; 2024Q4: 30,763 shares; 2025Q1: 33,920 shares; 2025Q2: 35,284 shares; 2025Q3: 39,376 shares; 2025Q4: 46,164 shares 46,164 $2.7M 0.09% +6,788 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,142 shares; 2025Q1: 1,602 shares; 2025Q2: 2,133 shares; 2025Q3: 3,177 shares; 2025Q4: 4,037 shares 4,037 $2.67M 0.09% +860 Timeline BBAG 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: 18,090 shares; 2024Q4: 9,142 shares; 2025Q1: 11,526 shares; 2025Q2: 13,399 shares; 2025Q3: 53,450 shares; 2025Q4: 56,708 shares 56,708 $2.63M 0.09% +3,258 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: 8,003 shares; 2024Q4: 8,311 shares; 2025Q1: 10,790 shares; 2025Q2: 10,728 shares; 2025Q3: 13,339 shares; 2025Q4: 12,493 shares 12,493 $2.61M 0.09% -846 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: 29,492 shares; 2024Q4: 30,247 shares; 2025Q1: 32,850 shares; 2025Q2: 33,991 shares; 2025Q3: 34,648 shares; 2025Q4: 32,618 shares 32,618 $2.57M 0.09% -2,030 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: 12,527 shares; 2024Q4: 12,343 shares; 2025Q1: 20,013 shares; 2025Q2: 20,637 shares; 2025Q3: 27,126 shares; 2025Q4: 30,536 shares 30,536 $2.57M 0.09% +3,410 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 8,466 shares; 2025Q1: 9,454 shares; 2025Q2: 10,447 shares; 2025Q3: 10,734 shares; 2025Q4: 11,465 shares 11,465 $2.55M 0.09% +731 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: 18,860 shares; 2024Q4: 38,973 shares; 2025Q1: 39,814 shares; 2025Q2: 40,129 shares; 2025Q3: 34,729 shares; 2025Q4: 27,522 shares 27,522 $2.54M 0.09% -7,207 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,149 shares 31,149 $2.51M 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: 23,181 shares; 2025Q2: 35,150 shares; 2025Q3: 21,573 shares; 2025Q4: 25,226 shares 25,226 $2.5M 0.09% +3,653 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: 10,796 shares; 2024Q4: 10,787 shares; 2025Q1: 9,442 shares; 2025Q2: 8,652 shares; 2025Q3: 6,619 shares; 2025Q4: 5,495 shares 5,495 $2.49M 0.09% -1,124 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 2,035 shares; 2025Q1: 2,045 shares; 2025Q2: 1,602 shares; 2025Q3: 3,175 shares; 2025Q4: 16,043 shares 16,043 $2.46M 0.08% +12,868 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: 3,520 shares; 2024Q4: 3,990 shares; 2025Q1: 4,315 shares; 2025Q2: 4,848 shares; 2025Q3: 5,675 shares; 2025Q4: 6,298 shares 6,298 $2.45M 0.08% +623 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: 9,568 shares; 2024Q4: 9,493 shares; 2025Q1: 9,606 shares; 2025Q2: 9,652 shares; 2025Q3: 7,723 shares; 2025Q4: 5,704 shares 5,704 $2.41M 0.08% -2,019 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: 6,910 shares; 2024Q4: 3,950 shares; 2025Q1: 5,213 shares; 2025Q2: 5,372 shares; 2025Q3: 8,280 shares; 2025Q4: 8,291 shares 8,291 $2.39M 0.08% +11 Timeline IGEB 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: 46,397 shares; 2024Q4: 23,447 shares; 2025Q1: 45,778 shares; 2025Q2: 46,813 shares; 2025Q3: 50,415 shares; 2025Q4: 52,389 shares 52,389 $2.39M 0.08% +1,974 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: 16,189 shares; 2024Q4: 12,081 shares; 2025Q1: 22,018 shares; 2025Q2: 18,172 shares; 2025Q3: 17,481 shares; 2025Q4: 19,699 shares 19,699 $2.37M 0.08% +2,218 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: 5,049 shares; 2024Q4: 5,351 shares; 2025Q1: 2,823 shares; 2025Q2: 4,281 shares; 2025Q3: 6,880 shares; 2025Q4: 7,423 shares 7,423 $2.36M 0.08% +543 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: not reported; 2024Q4: not reported; 2025Q1: 7,813 shares; 2025Q2: 13,657 shares; 2025Q3: 17,197 shares; 2025Q4: 23,575 shares 23,575 $2.35M 0.08% +6,378 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: 17,786 shares; 2024Q4: 17,347 shares; 2025Q1: 16,954 shares; 2025Q2: 16,808 shares; 2025Q3: 16,279 shares; 2025Q4: 16,341 shares 16,341 $2.35M 0.08% +62 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: 20,090 shares; 2024Q4: 19,571 shares; 2025Q1: 19,486 shares; 2025Q2: 19,231 shares; 2025Q3: 18,636 shares; 2025Q4: 13,916 shares 13,916 $2.27M 0.08% -4,720 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: 5,168 shares; 2024Q4: 5,085 shares; 2025Q1: 5,777 shares; 2025Q2: 6,116 shares; 2025Q3: 6,805 shares; 2025Q4: 8,521 shares 8,521 $2.24M 0.08% +1,716 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: 4,801 shares; 2024Q4: 5,252 shares; 2025Q1: 6,549 shares; 2025Q2: 6,959 shares; 2025Q3: 7,282 shares; 2025Q4: 7,590 shares 7,590 $2.2M 0.08% +308 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: 63,436 shares; 2024Q4: 66,744 shares; 2025Q1: 74,751 shares; 2025Q2: 79,344 shares; 2025Q3: 82,841 shares; 2025Q4: 80,472 shares 80,472 $2.18M 0.07% -2,369 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: 4,302 shares; 2024Q4: 4,419 shares; 2025Q1: 5,168 shares; 2025Q2: 5,860 shares; 2025Q3: 4,483 shares; 2025Q4: 3,811 shares 3,811 $2.17M 0.07% -672 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: 1,039 shares; 2024Q4: 1,087 shares; 2025Q1: 1,249 shares; 2025Q2: 1,325 shares; 2025Q3: 1,481 shares; 2025Q4: 1,634 shares 1,634 $2.17M 0.07% +153 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 11,947 shares; 2025Q1: 11,732 shares; 2025Q2: 8,950 shares; 2025Q3: 7,523 shares; 2025Q4: 7,785 shares 7,785 $2.14M 0.07% +262 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: 14,906 shares; 2024Q4: 5,603 shares; 2025Q1: 6,705 shares; 2025Q2: 6,167 shares; 2025Q3: 15,607 shares; 2025Q4: 16,779 shares 16,779 $2.14M 0.07% +1,172 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 5,553 shares; 2025Q1: 4,963 shares; 2025Q2: 3,197 shares; 2025Q3: 3,116 shares; 2025Q4: 3,173 shares 3,173 $2.14M 0.07% +57 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 9,987 shares; 2025Q1: 7,410 shares; 2025Q2: 9,067 shares; 2025Q3: 8,788 shares; 2025Q4: 11,785 shares 11,785 $2.12M 0.07% +2,997 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: 4,550 shares; 2024Q4: 4,449 shares; 2025Q1: 5,032 shares; 2025Q2: 1,951 shares; 2025Q3: 2,121 shares; 2025Q4: 1,975 shares 1,975 $2.11M 0.07% -146 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: 5,286 shares; 2024Q4: 8,083 shares; 2025Q1: 17,263 shares; 2025Q2: 38,301 shares; 2025Q3: 17,137 shares; 2025Q4: 21,754 shares 21,754 $2.09M 0.07% +4,617 Timeline PZA 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: 31,781 shares; 2025Q4: 89,360 shares 89,360 $2.07M 0.07% +57,579 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,433 shares; 2024Q4: 19,663 shares; 2025Q1: 21,161 shares; 2025Q2: 21,725 shares; 2025Q3: 28,365 shares; 2025Q4: 30,587 shares 30,587 $2.06M 0.07% +2,222 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,386 shares; 2025Q3: 20,798 shares; 2025Q4: 34,229 shares 34,229 $2.05M 0.07% +13,431 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: 12,048 shares; 2024Q4: 12,053 shares; 2025Q1: 12,806 shares; 2025Q2: 12,172 shares; 2025Q3: 12,856 shares; 2025Q4: 12,498 shares 12,498 $2.02M 0.07% -358 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,822 shares; 2024Q4: 68,214 shares; 2025Q1: 55,180 shares; 2025Q2: 47,620 shares; 2025Q3: 68,991 shares; 2025Q4: 57,777 shares 57,777 $2.02M 0.07% -11,214 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: not reported; 2024Q4: 2,824 shares; 2025Q1: 5,897 shares; 2025Q2: 4,682 shares; 2025Q3: 20,516 shares; 2025Q4: 31,472 shares 31,472 $2.01M 0.07% +10,956 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: 38,865 shares; 2024Q4: 39,823 shares; 2025Q1: 93,840 shares; 2025Q2: 84,993 shares; 2025Q3: 43,147 shares; 2025Q4: 44,569 shares 44,569 $2M 0.07% +1,422 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: 16,409 shares; 2024Q4: 17,677 shares; 2025Q1: 13,743 shares; 2025Q2: 14,939 shares; 2025Q3: 20,193 shares; 2025Q4: 17,775 shares 17,775 $1.99M 0.07% -2,418 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: 1,691 shares; 2024Q4: 1,378 shares; 2025Q1: 2,168 shares; 2025Q2: 2,301 shares; 2025Q3: 4,243 shares; 2025Q4: 4,184 shares 4,184 $1.95M 0.07% -59 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: 4,918 shares; 2024Q4: 20,578 shares; 2025Q1: 22,012 shares; 2025Q2: 21,317 shares; 2025Q3: 26,936 shares; 2025Q4: 39,508 shares 39,508 $1.94M 0.07% +12,572 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: 1,718 shares; 2024Q4: 1,680 shares; 2025Q1: 3,384 shares; 2025Q2: 4,029 shares; 2025Q3: 5,251 shares; 2025Q4: 5,982 shares 5,982 $1.94M 0.07% +731 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 11,100 shares; 2025Q1: 15,584 shares; 2025Q2: 20,507 shares; 2025Q3: 22,033 shares; 2025Q4: 20,130 shares 20,130 $1.94M 0.07% -1,903 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: 7,753 shares; 2024Q4: 9,008 shares; 2025Q1: 5,847 shares; 2025Q2: 4,794 shares; 2025Q3: 5,289 shares; 2025Q4: 5,737 shares 5,737 $1.93M 0.07% +448 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: 161 shares; 2024Q4: 193 shares; 2025Q1: 323 shares; 2025Q2: 299 shares; 2025Q3: 389 shares; 2025Q4: 359 shares 359 $1.92M 0.07% -30 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: 4,529 shares; 2024Q4: 4,865 shares; 2025Q1: 17,933 shares; 2025Q2: 19,063 shares; 2025Q3: 9,822 shares; 2025Q4: 9,054 shares 9,054 $1.92M 0.07% -768 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: 17,203 shares; 2024Q4: 21,167 shares; 2025Q1: 9,046 shares; 2025Q2: 7,516 shares; 2025Q3: 9,715 shares; 2025Q4: 9,757 shares 9,757 $1.9M 0.07% +42 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: 2,955 shares; 2024Q4: 2,555 shares; 2025Q1: 4,540 shares; 2025Q2: 5,760 shares; 2025Q3: 5,724 shares; 2025Q4: 6,092 shares 6,092 $1.9M 0.07% +368 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: 9,734 shares; 2024Q4: 10,518 shares; 2025Q1: 8,350 shares; 2025Q2: 5,651 shares; 2025Q3: 10,096 shares; 2025Q4: 10,795 shares 10,795 $1.87M 0.06% +699 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: 6,833 shares; 2024Q4: 8,822 shares; 2025Q1: 12,586 shares; 2025Q2: 13,454 shares; 2025Q3: 5,716 shares; 2025Q4: 5,542 shares 5,542 $1.87M 0.06% -174 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: 68,882 shares; 2024Q4: 58,808 shares; 2025Q1: 56,032 shares; 2025Q2: 38,257 shares; 2025Q3: 41,830 shares; 2025Q4: 39,886 shares 39,886 $1.87M 0.06% -1,944 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,572 shares; 2024Q4: 31,241 shares; 2025Q1: 31,693 shares; 2025Q2: 31,759 shares; 2025Q3: 26,801 shares; 2025Q4: 23,032 shares 23,032 $1.85M 0.06% -3,769 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: 11,210 shares; 2024Q4: 12,606 shares; 2025Q1: 15,346 shares; 2025Q2: 13,642 shares; 2025Q3: 19,492 shares; 2025Q4: 22,107 shares 22,107 $1.84M 0.06% +2,615 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: not reported; 2024Q4: 5,887 shares; 2025Q1: 14,542 shares; 2025Q2: 14,514 shares; 2025Q3: 13,233 shares; 2025Q4: 13,109 shares 13,109 $1.82M 0.06% -124 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,439 shares; 2025Q2: 2,454 shares; 2025Q3: 15,192 shares; 2025Q4: 14,222 shares 14,222 $1.81M 0.06% -970 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: 6,691 shares; 2024Q4: 6,848 shares; 2025Q1: 14,024 shares; 2025Q2: 14,121 shares; 2025Q3: 13,125 shares; 2025Q4: 13,120 shares 13,120 $1.81M 0.06% -5 Timeline JGLO 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: 22,004 shares; 2024Q4: 20,604 shares; 2025Q1: 20,483 shares; 2025Q2: 19,469 shares; 2025Q3: 28,458 shares; 2025Q4: 26,662 shares 26,662 $1.8M 0.06% -1,796 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,084 shares; 2025Q3: 38,628 shares; 2025Q4: 41,311 shares 41,311 $1.8M 0.06% +2,683 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: not reported; 2024Q4: not reported; 2025Q1: 9,537 shares; 2025Q2: not reported; 2025Q3: 42,769 shares; 2025Q4: 48,794 shares 48,794 $1.8M 0.06% +6,025 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: 12,871 shares; 2025Q1: 19,326 shares; 2025Q2: 22,753 shares; 2025Q3: 23,040 shares; 2025Q4: 24,261 shares 24,261 $1.79M 0.06% +1,221 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,990 shares; 2024Q4: 11,285 shares; 2025Q1: 13,834 shares; 2025Q2: 16,077 shares; 2025Q3: 17,035 shares; 2025Q4: 17,325 shares 17,325 $1.78M 0.06% +290 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: 16,894 shares; 2024Q4: 17,074 shares; 2025Q1: 19,986 shares; 2025Q2: 18,086 shares; 2025Q3: 16,596 shares; 2025Q4: 16,156 shares 16,156 $1.78M 0.06% -440 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: 60,652 shares; 2024Q4: 48,377 shares; 2025Q1: 45,929 shares; 2025Q2: 39,832 shares; 2025Q3: 46,850 shares; 2025Q4: 48,794 shares 48,794 $1.77M 0.06% +1,944 Timeline DES 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: 63,878 shares; 2024Q4: 62,860 shares; 2025Q1: 61,406 shares; 2025Q2: 58,966 shares; 2025Q3: 54,396 shares; 2025Q4: 52,754 shares 52,754 $1.76M 0.06% -1,642 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: 12,666 shares; 2024Q4: 15,405 shares; 2025Q1: 23,477 shares; 2025Q2: 13,244 shares; 2025Q3: 15,358 shares; 2025Q4: 15,105 shares 15,105 $1.75M 0.06% -253 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 6,380 shares; 2025Q1: 6,122 shares; 2025Q2: 5,451 shares; 2025Q3: 6,296 shares; 2025Q4: 32,205 shares 32,205 $1.74M 0.06% +25,909 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: 6,545 shares; 2024Q4: 5,884 shares; 2025Q1: 6,179 shares; 2025Q2: 4,770 shares; 2025Q3: 7,055 shares; 2025Q4: 6,619 shares 6,619 $1.71M 0.06% -436 Timeline JIRE 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: 12,697 shares; 2024Q4: 12,399 shares; 2025Q1: 12,133 shares; 2025Q2: 13,500 shares; 2025Q3: 23,842 shares; 2025Q4: 22,754 shares 22,754 $1.7M 0.06% -1,088 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 8,110 shares; 2025Q1: 8,390 shares; 2025Q2: 8,946 shares; 2025Q3: 9,517 shares; 2025Q4: 9,587 shares 9,587 $1.7M 0.06% +70 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,278 shares; 2024Q4: 31,142 shares; 2025Q1: 31,790 shares; 2025Q2: 31,525 shares; 2025Q3: 31,656 shares; 2025Q4: 31,031 shares 31,031 $1.69M 0.06% -625 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: 45,425 shares; 2024Q4: 31,149 shares; 2025Q1: 25,160 shares; 2025Q2: 22,798 shares; 2025Q3: 23,210 shares; 2025Q4: 23,022 shares 23,022 $1.69M 0.06% -188 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,321 shares; 2024Q4: 15,476 shares; 2025Q1: 21,448 shares; 2025Q2: 3,058 shares; 2025Q3: 10,315 shares; 2025Q4: 11,180 shares 11,180 $1.67M 0.06% +865 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: not reported; 2024Q4: not reported; 2025Q1: 14,110 shares; 2025Q2: 12,021 shares; 2025Q3: 6,338 shares; 2025Q4: 8,076 shares 8,076 $1.67M 0.06% +1,738 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: 13,402 shares; 2024Q4: 26,547 shares; 2025Q1: 30,091 shares; 2025Q2: 11,846 shares; 2025Q3: 7,318 shares; 2025Q4: 6,400 shares 6,400 $1.65M 0.06% -918 Timeline BOND 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: 3,544 shares; 2025Q1: 3,479 shares; 2025Q2: 17,843 shares; 2025Q3: 17,215 shares; 2025Q4: 17,599 shares 17,599 $1.64M 0.06% +384 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 8,048 shares; 2025Q4: 7,891 shares 7,891 $1.62M 0.06% -157 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: 5,232 shares; 2024Q4: 5,598 shares; 2025Q1: 12,441 shares; 2025Q2: 2,025 shares; 2025Q3: 5,615 shares; 2025Q4: 5,620 shares 5,620 $1.61M 0.06% +5 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,753 shares; 2024Q4: 56,453 shares; 2025Q1: 58,387 shares; 2025Q2: 59,560 shares; 2025Q3: 57,877 shares; 2025Q4: 38,590 shares 38,590 $1.61M 0.06% -19,287 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: 9,693 shares; 2024Q4: 9,317 shares; 2025Q1: 10,265 shares; 2025Q2: 9,679 shares; 2025Q3: 10,983 shares; 2025Q4: 11,973 shares 11,973 $1.59M 0.05% +990 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: 23,072 shares; 2024Q4: 22,118 shares; 2025Q1: 26,276 shares; 2025Q2: 26,806 shares; 2025Q3: 18,239 shares; 2025Q4: 12,563 shares 12,563 $1.58M 0.05% -5,676 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: 4,099 shares; 2024Q4: 4,739 shares; 2025Q1: 7,453 shares; 2025Q2: 6,868 shares; 2025Q3: 6,129 shares; 2025Q4: 6,374 shares 6,374 $1.57M 0.05% +245 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 34,720 shares; 2025Q3: 33,242 shares; 2025Q4: 34,016 shares 34,016 $1.57M 0.05% +774 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,827 shares; 2025Q4: 10,397 shares 10,397 $1.56M 0.05% +1,570 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: 24,670 shares; 2024Q4: 19,073 shares; 2025Q1: 23,072 shares; 2025Q2: 21,441 shares; 2025Q3: 21,125 shares; 2025Q4: 23,611 shares 23,611 $1.56M 0.05% +2,486 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,531 shares; 2024Q4: 35,353 shares; 2025Q1: 28,106 shares; 2025Q2: 26,272 shares; 2025Q3: 20,833 shares; 2025Q4: 17,510 shares 17,510 $1.55M 0.05% -3,323 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,972 shares; 2025Q3: 24,594 shares; 2025Q4: 22,091 shares 22,091 $1.54M 0.05% -2,503 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: 20,350 shares; 2024Q4: 19,569 shares; 2025Q1: 20,955 shares; 2025Q2: 20,890 shares; 2025Q3: 20,680 shares; 2025Q4: 19,891 shares 19,891 $1.54M 0.05% -789 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: not reported; 2024Q4: not reported; 2025Q1: 1,448 shares; 2025Q2: 1,401 shares; 2025Q3: 5,115 shares; 2025Q4: 6,226 shares 6,226 $1.54M 0.05% +1,111 Timeline VYMI 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: 19,823 shares; 2024Q4: 20,068 shares; 2025Q1: 16,941 shares; 2025Q2: 17,096 shares; 2025Q3: 16,700 shares; 2025Q4: 16,834 shares 16,834 $1.52M 0.05% +134 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,445 shares; 2024Q4: 13,531 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,048 shares; 2025Q4: 86,970 shares 86,970 $1.51M 0.05% +5,922 Timeline TLT 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: 61,243 shares; 2024Q4: 43,812 shares; 2025Q1: 44,281 shares; 2025Q2: 14,209 shares; 2025Q3: 18,419 shares; 2025Q4: 17,142 shares 17,142 $1.49M 0.05% -1,277 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: 2,629 shares; 2024Q4: not reported; 2025Q1: 2,592 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,405 shares 18,405 $1.49M 0.05% new 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: 2,605 shares; 2025Q1: 2,050 shares; 2025Q2: 1,353 shares; 2025Q3: 1,345 shares; 2025Q4: 1,385 shares 1,385 $1.48M 0.05% +40 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,732 shares; 2025Q2: 2,295 shares; 2025Q3: 6,397 shares; 2025Q4: 6,542 shares 6,542 $1.48M 0.05% +145 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,056 shares; 2024Q4: 12,632 shares; 2025Q1: 7,056 shares; 2025Q2: 8,016 shares; 2025Q3: 6,517 shares; 2025Q4: 6,941 shares 6,941 $1.48M 0.05% +424 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 2,287 shares; 2025Q4: 2,334 shares 2,334 $1.45M 0.05% +47 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,066 shares; 2025Q2: 16,065 shares; 2025Q3: 16,515 shares; 2025Q4: 15,767 shares 15,767 $1.45M 0.05% -748 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: 12,426 shares; 2024Q4: 13,450 shares; 2025Q1: 36,138 shares; 2025Q2: 34,218 shares; 2025Q3: 15,775 shares; 2025Q4: 16,344 shares 16,344 $1.42M 0.05% +569 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,569 shares; 2024Q4: 17,612 shares; 2025Q1: 25,866 shares; 2025Q2: 26,245 shares; 2025Q3: 26,291 shares; 2025Q4: 24,888 shares 24,888 $1.41M 0.05% -1,403 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: 10,376 shares; 2024Q4: 9,186 shares; 2025Q1: 9,881 shares; 2025Q2: 8,863 shares; 2025Q3: 8,710 shares; 2025Q4: 8,631 shares 8,631 $1.4M 0.05% -79 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: 6,205 shares; 2024Q4: 4,830 shares; 2025Q1: 5,425 shares; 2025Q2: 4,771 shares; 2025Q3: 4,598 shares; 2025Q4: 9,742 shares 9,742 $1.4M 0.05% +5,144 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: 4,517 shares; 2024Q4: 5,710 shares; 2025Q1: 6,800 shares; 2025Q2: 6,376 shares; 2025Q3: 8,076 shares; 2025Q4: 8,509 shares 8,509 $1.39M 0.05% +433 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: 10,587 shares; 2024Q4: 10,494 shares; 2025Q1: 12,741 shares; 2025Q2: 3,587 shares; 2025Q3: 8,540 shares; 2025Q4: 7,868 shares 7,868 $1.38M 0.05% -672 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: 1,450 shares; 2024Q4: 1,495 shares; 2025Q1: 2,680 shares; 2025Q2: 1,584 shares; 2025Q3: 8,564 shares; 2025Q4: 8,810 shares 8,810 $1.38M 0.05% +246 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: 33,495 shares; 2024Q4: 29,890 shares; 2025Q1: 46,658 shares; 2025Q2: 45,919 shares; 2025Q3: 45,998 shares; 2025Q4: 25,513 shares 25,513 $1.37M 0.05% -20,485 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,994 shares; 2024Q4: 12,558 shares; 2025Q1: 11,513 shares; 2025Q2: 14,518 shares; 2025Q3: 13,567 shares; 2025Q4: 12,427 shares 12,427 $1.37M 0.05% -1,140 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,592 shares; 2025Q3: 26,054 shares; 2025Q4: 26,054 shares 26,054 $1.36M 0.05% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,831 shares 30,831 $1.36M 0.05% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,951 shares; 2024Q4: 7,614 shares; 2025Q1: 12,166 shares; 2025Q2: 5,358 shares; 2025Q3: 31,729 shares; 2025Q4: 32,459 shares 32,459 $1.33M 0.05% +730 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: 3,290 shares; 2024Q4: 2,315 shares; 2025Q1: 9,475 shares; 2025Q2: 9,420 shares; 2025Q3: 5,973 shares; 2025Q4: 6,072 shares 6,072 $1.33M 0.05% +99 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,645 shares; 2024Q4: 19,102 shares; 2025Q1: 18,740 shares; 2025Q2: 74,871 shares; 2025Q3: 26,685 shares; 2025Q4: 21,313 shares 21,313 $1.33M 0.05% -5,372 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: 5,140 shares; 2024Q4: 4,915 shares; 2025Q1: 4,242 shares; 2025Q2: 3,970 shares; 2025Q3: 6,548 shares; 2025Q4: 6,351 shares 6,351 $1.33M 0.05% -197 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 4,134 shares; 2025Q1: 3,831 shares; 2025Q2: 10,634 shares; 2025Q3: 16,394 shares; 2025Q4: 16,039 shares 16,039 $1.32M 0.05% -355 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: 23,925 shares; 2024Q4: 21,235 shares; 2025Q1: 37,740 shares; 2025Q2: 35,145 shares; 2025Q3: 19,260 shares; 2025Q4: 16,909 shares 16,909 $1.32M 0.05% -2,351 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 5,331 shares; 2025Q1: 5,029 shares; 2025Q2: 7,952 shares; 2025Q3: 12,946 shares; 2025Q4: 17,157 shares 17,157 $1.32M 0.04% +4,211 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,813 shares; 2025Q1: 5,801 shares; 2025Q2: 7,310 shares; 2025Q3: 10,623 shares; 2025Q4: 11,187 shares 11,187 $1.31M 0.04% +564 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,430 shares; 2025Q1: 3,101 shares; 2025Q2: 3,392 shares; 2025Q3: 4,317 shares; 2025Q4: 4,610 shares 4,610 $1.31M 0.04% +293 Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 5,296 shares; 2025Q4: 5,339 shares 5,339 $1.29M 0.04% +43 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 4,083 shares; 2025Q1: 9,707 shares; 2025Q2: 10,347 shares; 2025Q3: 12,877 shares; 2025Q4: 14,699 shares 14,699 $1.28M 0.04% +1,822 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: 9,274 shares; 2024Q4: 9,880 shares; 2025Q1: 12,710 shares; 2025Q2: 12,728 shares; 2025Q3: 14,298 shares; 2025Q4: 12,678 shares 12,678 $1.28M 0.04% -1,620 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,383 shares; 2025Q1: 9,952 shares; 2025Q2: 7,452 shares; 2025Q3: 5,667 shares; 2025Q4: 18,876 shares 18,876 $1.28M 0.04% +13,209 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,002 shares; 2025Q1: 1,536 shares; 2025Q2: 1,678 shares; 2025Q3: 2,804 shares; 2025Q4: 2,709 shares 2,709 $1.27M 0.04% -95 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,149 shares; 2024Q4: 7,333 shares; 2025Q1: 10,874 shares; 2025Q2: 9,725 shares; 2025Q3: 5,035 shares; 2025Q4: 2,843 shares 2,843 $1.27M 0.04% -2,192 Timeline FOXA FOX CORP More: the full row for FOX 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: 8,623 shares; 2025Q2: 11,292 shares; 2025Q3: 16,828 shares; 2025Q4: 17,256 shares 17,256 $1.26M 0.04% +428 Timeline VSS 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: 2,874 shares; 2024Q4: 1,980 shares; 2025Q1: 21,687 shares; 2025Q2: 16,199 shares; 2025Q3: 9,238 shares; 2025Q4: 8,625 shares 8,625 $1.24M 0.04% -613 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: 392 shares; 2024Q4: 383 shares; 2025Q1: 493 shares; 2025Q2: 401 shares; 2025Q3: 374 shares; 2025Q4: 363 shares 363 $1.23M 0.04% -11 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 8,272 shares; 2025Q1: 7,409 shares; 2025Q2: 12,674 shares; 2025Q3: 16,163 shares; 2025Q4: 16,244 shares 16,244 $1.23M 0.04% +81 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,448 shares; 2025Q1: 4,106 shares; 2025Q2: 4,341 shares; 2025Q3: 5,568 shares; 2025Q4: 5,700 shares 5,700 $1.22M 0.04% +132 Timeline EPP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,237 shares 24,237 $1.22M 0.04% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 15,985 shares; 2025Q1: 27,633 shares; 2025Q2: 15,863 shares; 2025Q3: 8,437 shares; 2025Q4: 7,509 shares 7,509 $1.21M 0.04% -928 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,409 shares; 2025Q2: 7,819 shares; 2025Q3: 9,019 shares; 2025Q4: 9,254 shares 9,254 $1.18M 0.04% +235 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 749 shares; 2025Q1: 1,430 shares; 2025Q2: 1,489 shares; 2025Q3: 2,019 shares; 2025Q4: 2,025 shares 2,025 $1.18M 0.04% +6 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,308 shares; 2025Q4: 11,665 shares 11,665 $1.18M 0.04% +357 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,642 shares; 2025Q1: 1,862 shares; 2025Q2: not reported; 2025Q3: 10,717 shares; 2025Q4: 11,097 shares 11,097 $1.14M 0.04% +380 Timeline JNK 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: 17,720 shares; 2024Q4: 23,756 shares; 2025Q1: 11,968 shares; 2025Q2: 14,322 shares; 2025Q3: 17,305 shares; 2025Q4: 11,626 shares 11,626 $1.13M 0.04% -5,679 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: 1,380 shares; 2024Q4: 1,417 shares; 2025Q1: 2,422 shares; 2025Q2: 2,235 shares; 2025Q3: 2,068 shares; 2025Q4: 2,212 shares 2,212 $1.13M 0.04% +144 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: 2,246 shares; 2024Q4: 1,997 shares; 2025Q1: 2,505 shares; 2025Q2: 2,462 shares; 2025Q3: 2,886 shares; 2025Q4: 3,637 shares 3,637 $1.13M 0.04% +751 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: 3,982 shares; 2024Q4: 3,972 shares; 2025Q1: 4,109 shares; 2025Q2: 6,600 shares; 2025Q3: 5,434 shares; 2025Q4: 5,475 shares 5,475 $1.12M 0.04% +41 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: 34,534 shares; 2024Q4: 27,294 shares; 2025Q1: 32,688 shares; 2025Q2: 29,286 shares; 2025Q3: 32,706 shares; 2025Q4: 37,459 shares 37,459 $1.12M 0.04% +4,753 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: 6,156 shares; 2024Q4: 6,258 shares; 2025Q1: 6,759 shares; 2025Q2: 5,267 shares; 2025Q3: 3,376 shares; 2025Q4: 3,188 shares 3,188 $1.12M 0.04% -188 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: 32,242 shares; 2024Q4: 44,469 shares; 2025Q1: 53,190 shares; 2025Q2: 53,506 shares; 2025Q3: 15,656 shares; 2025Q4: 20,575 shares 20,575 $1.11M 0.04% +4,919 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 5,870 shares; 2025Q1: 8,369 shares; 2025Q2: 8,161 shares; 2025Q3: 13,459 shares; 2025Q4: 11,041 shares 11,041 $1.11M 0.04% -2,418 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,849 shares; 2025Q1: 6,655 shares; 2025Q2: 7,737 shares; 2025Q3: 8,399 shares; 2025Q4: 8,106 shares 8,106 $1.11M 0.04% -293 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: 3,176 shares; 2024Q4: 3,827 shares; 2025Q1: 5,341 shares; 2025Q2: 5,248 shares; 2025Q3: 6,055 shares; 2025Q4: 6,898 shares 6,898 $1.1M 0.04% +843 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,847 shares; 2024Q4: 23,359 shares; 2025Q1: 33,150 shares; 2025Q2: 31,509 shares; 2025Q3: 12,153 shares; 2025Q4: 13,129 shares 13,129 $1.1M 0.04% +976 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: 16,795 shares 16,795 $1.1M 0.04% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,157 shares; 2025Q2: 30,424 shares; 2025Q3: 28,865 shares; 2025Q4: 28,327 shares 28,327 $1.08M 0.04% -538 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,815 shares; 2025Q2: 5,844 shares; 2025Q3: 7,261 shares; 2025Q4: 10,815 shares 10,815 $1.07M 0.04% +3,554 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 2,222 shares; 2025Q1: 3,160 shares; 2025Q2: 5,467 shares; 2025Q3: 6,088 shares; 2025Q4: 5,902 shares 5,902 $1.06M 0.04% -186 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: not reported; 2024Q4: not reported; 2025Q1: 7,938 shares; 2025Q2: 7,089 shares; 2025Q3: 7,209 shares; 2025Q4: 7,150 shares 7,150 $1.06M 0.04% -59 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,534 shares; 2025Q2: 9,004 shares; 2025Q3: 10,701 shares; 2025Q4: 8,229 shares 8,229 $1.06M 0.04% -2,472 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,246 shares; 2025Q4: 13,410 shares 13,410 $1.06M 0.04% +164 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,714 shares; 2025Q3: 3,948 shares; 2025Q4: 6,034 shares 6,034 $1.06M 0.04% +2,086 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 6,214 shares; 2025Q2: 8,623 shares; 2025Q3: 10,344 shares; 2025Q4: 12,371 shares 12,371 $1.06M 0.04% +2,027 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,014 shares; 2024Q4: 20,865 shares; 2025Q1: 49,106 shares; 2025Q2: 46,015 shares; 2025Q3: 13,354 shares; 2025Q4: 12,851 shares 12,851 $1.05M 0.04% -503 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,585 shares; 2024Q4: 132,039 shares; 2025Q1: 292,623 shares; 2025Q2: 25,191 shares; 2025Q3: 14,787 shares; 2025Q4: 14,482 shares 14,482 $1.05M 0.04% -305 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: 1,527 shares; 2024Q4: 1,412 shares; 2025Q1: 1,566 shares; 2025Q2: 1,472 shares; 2025Q3: 1,512 shares; 2025Q4: 1,712 shares 1,712 $1.05M 0.04% +200 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,594 shares; 2025Q4: 6,095 shares 6,095 $1.05M 0.04% +3,501 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,069 shares; 2025Q2: 50,885 shares; 2025Q3: 30,928 shares; 2025Q4: 31,552 shares 31,552 $1.05M 0.04% +624 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 383 shares; 2025Q2: 437 shares; 2025Q3: 1,273 shares; 2025Q4: 1,366 shares 1,366 $1.05M 0.04% +93 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: 17,440 shares; 2024Q4: 23,152 shares; 2025Q1: 19,778 shares; 2025Q2: 15,919 shares; 2025Q3: 16,320 shares; 2025Q4: 19,051 shares 19,051 $1.04M 0.04% +2,731 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 10,993 shares; 2025Q4: 11,729 shares 11,729 $1.04M 0.04% +736 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: not reported; 2024Q4: not reported; 2025Q1: 4,477 shares; 2025Q2: 3,914 shares; 2025Q3: 8,181 shares; 2025Q4: 14,067 shares 14,067 $1.03M 0.04% +5,886 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 10,802 shares; 2025Q1: 8,226 shares; 2025Q2: 5,961 shares; 2025Q3: 13,847 shares; 2025Q4: 15,174 shares 15,174 $1.02M 0.03% +1,327 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 1,466 shares; 2025Q1: 1,071 shares; 2025Q2: 1,030 shares; 2025Q3: 3,263 shares; 2025Q4: 3,442 shares 3,442 $1.01M 0.03% +179 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 5,638 shares; 2025Q1: 8,389 shares; 2025Q2: 8,093 shares; 2025Q3: 7,743 shares; 2025Q4: 8,014 shares 8,014 $1M 0.03% +271 Timeline IBB 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: 5,081 shares; 2024Q4: 4,778 shares; 2025Q1: 4,647 shares; 2025Q2: 4,647 shares; 2025Q3: 4,647 shares; 2025Q4: 5,909 shares 5,909 $997K 0.03% +1,262 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 7,519 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,397 shares; 2025Q4: 7,464 shares 7,464 $996K 0.03% +67 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: 1,654 shares; 2024Q4: 2,611 shares; 2025Q1: 4,769 shares; 2025Q2: 4,316 shares; 2025Q3: 5,137 shares; 2025Q4: 8,739 shares 8,739 $987K 0.03% +3,602 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,008 shares; 2024Q4: 12,917 shares; 2025Q1: 13,574 shares; 2025Q2: 13,677 shares; 2025Q3: 8,568 shares; 2025Q4: 7,646 shares 7,646 $986K 0.03% -922 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: 3,365 shares; 2024Q4: 3,246 shares; 2025Q1: 3,537 shares; 2025Q2: 3,114 shares; 2025Q3: 3,295 shares; 2025Q4: 3,906 shares 3,906 $980K 0.03% +611 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: 4,843 shares; 2024Q4: 5,109 shares; 2025Q1: 5,626 shares; 2025Q2: 5,044 shares; 2025Q3: 4,832 shares; 2025Q4: 4,689 shares 4,689 $976K 0.03% -143 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,376 shares; 2025Q2: 6,275 shares; 2025Q3: 5,918 shares; 2025Q4: 6,062 shares 6,062 $976K 0.03% +144 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 13,424 shares; 2025Q2: 13,872 shares; 2025Q3: 12,032 shares; 2025Q4: 12,356 shares 12,356 $972K 0.03% +324 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: 1,879 shares; 2024Q4: 1,853 shares; 2025Q1: 4,612 shares; 2025Q2: 4,143 shares; 2025Q3: 4,853 shares; 2025Q4: 6,412 shares 6,412 $970K 0.03% +1,559 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,550 shares; 2024Q4: 19,380 shares; 2025Q1: 21,004 shares; 2025Q2: 23,030 shares; 2025Q3: 25,588 shares; 2025Q4: 27,076 shares 27,076 $961K 0.03% +1,488 Timeline SPSM 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: 22,280 shares; 2024Q4: 21,814 shares; 2025Q1: 12,353 shares; 2025Q2: 17,130 shares; 2025Q3: 26,388 shares; 2025Q4: 20,418 shares 20,418 $957K 0.03% -5,970 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,437 shares; 2024Q4: 9,500 shares; 2025Q1: 12,291 shares; 2025Q2: 11,587 shares; 2025Q3: 11,033 shares; 2025Q4: 9,409 shares 9,409 $957K 0.03% -1,624 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 7,810 shares; 2025Q2: 5,977 shares; 2025Q3: 8,170 shares; 2025Q4: 8,507 shares 8,507 $951K 0.03% +337 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,865 shares; 2024Q4: 36,562 shares; 2025Q1: 34,089 shares; 2025Q2: 32,948 shares; 2025Q3: 15,809 shares; 2025Q4: 13,568 shares 13,568 $943K 0.03% -2,241 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,975 shares; 2025Q2: 2,038 shares; 2025Q3: 2,929 shares; 2025Q4: 3,359 shares 3,359 $937K 0.03% +430 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 10,908 shares; 2025Q1: 11,506 shares; 2025Q2: 10,926 shares; 2025Q3: 10,342 shares; 2025Q4: 10,556 shares 10,556 $931K 0.03% +214 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,598 shares; 2025Q4: 45,006 shares 45,006 $929K 0.03% +31,408 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: 2,630 shares; 2024Q4: 2,665 shares; 2025Q1: 2,897 shares; 2025Q2: 3,092 shares; 2025Q3: 4,021 shares; 2025Q4: 4,031 shares 4,031 $919K 0.03% +10 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,227 shares; 2025Q1: 9,820 shares; 2025Q2: 7,623 shares; 2025Q3: 11,327 shares; 2025Q4: 11,718 shares 11,718 $907K 0.03% +391 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,001 shares; 2024Q4: 22,080 shares; 2025Q1: 34,333 shares; 2025Q2: 37,912 shares; 2025Q3: 34,536 shares; 2025Q4: 38,666 shares 38,666 $901K 0.03% +4,130 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,895 shares; 2024Q4: 11,256 shares; 2025Q1: 8,235 shares; 2025Q2: 7,170 shares; 2025Q3: 7,598 shares; 2025Q4: 6,026 shares 6,026 $898K 0.03% -1,572 Timeline SPTI 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: 11,743 shares; 2024Q4: 14,385 shares; 2025Q1: 32,411 shares; 2025Q2: 31,436 shares; 2025Q3: 31,125 shares; 2025Q4: 30,926 shares 30,926 $892K 0.03% -199 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: 8,099 shares; 2024Q4: 7,468 shares; 2025Q1: 6,085 shares; 2025Q2: 8,070 shares; 2025Q3: 7,937 shares; 2025Q4: 7,543 shares 7,543 $888K 0.03% -394 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: 9,816 shares; 2024Q4: 9,148 shares; 2025Q1: 8,232 shares; 2025Q2: 3,005 shares; 2025Q3: 3,696 shares; 2025Q4: 3,534 shares 3,534 $885K 0.03% -162 Timeline STPZ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,477 shares 16,477 $884K 0.03% new 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: not reported; 2024Q4: 1,670 shares; 2025Q1: 5,041 shares; 2025Q2: 5,637 shares; 2025Q3: 5,191 shares; 2025Q4: 5,096 shares 5,096 $869K 0.03% -95 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 6,745 shares; 2025Q1: 6,475 shares; 2025Q2: 3,807 shares; 2025Q3: 4,742 shares; 2025Q4: 4,701 shares 4,701 $865K 0.03% -41 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: 1,356 shares; 2024Q4: 1,409 shares; 2025Q1: 4,175 shares; 2025Q2: 3,922 shares; 2025Q3: 3,781 shares; 2025Q4: 3,548 shares 3,548 $862K 0.03% -233 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 837 shares; 2025Q1: 736 shares; 2025Q2: 591 shares; 2025Q3: 511 shares; 2025Q4: 505 shares 505 $854K 0.03% -6 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 7,134 shares; 2025Q1: 15,718 shares; 2025Q2: 24,568 shares; 2025Q3: 21,758 shares; 2025Q4: 20,269 shares 20,269 $845K 0.03% -1,489 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,190 shares; 2024Q4: 20,177 shares; 2025Q1: 59,968 shares; 2025Q2: 61,364 shares; 2025Q3: 60,706 shares; 2025Q4: 63,229 shares 63,229 $824K 0.03% +2,523 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,747 shares; 2024Q4: 14,024 shares; 2025Q1: 19,100 shares; 2025Q2: 22,466 shares; 2025Q3: 21,416 shares; 2025Q4: 20,196 shares 20,196 $816K 0.03% -1,220 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: 5,210 shares; 2024Q4: 5,652 shares; 2025Q1: 1,803 shares; 2025Q2: 3,037 shares; 2025Q3: 2,841 shares; 2025Q4: 2,960 shares 2,960 $815K 0.03% +119 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,946 shares; 2025Q4: 16,120 shares 16,120 $806K 0.03% +5,174 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: 8,282 shares; 2024Q4: 8,265 shares; 2025Q1: 10,438 shares; 2025Q2: 10,317 shares; 2025Q3: 9,650 shares; 2025Q4: 9,377 shares 9,377 $802K 0.03% -273 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,420 shares; 2025Q4: 5,808 shares 5,808 $801K 0.03% +388 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: 11,687 shares; 2024Q4: 12,147 shares; 2025Q1: 12,651 shares; 2025Q2: 12,629 shares; 2025Q3: 7,526 shares; 2025Q4: 6,137 shares 6,137 $801K 0.03% -1,389 Timeline FOX FOX CORP More: the full row for FOX 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: 30,112 shares; 2025Q2: 45,168 shares; 2025Q3: 12,180 shares; 2025Q4: 12,284 shares 12,284 $798K 0.03% +104 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,885 shares; 2025Q2: 49,004 shares; 2025Q3: 41,510 shares; 2025Q4: 45,538 shares 45,538 $793K 0.03% +4,028 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: not reported; 2024Q4: 2,262 shares; 2025Q1: 4,145 shares; 2025Q2: 4,166 shares; 2025Q3: 4,861 shares; 2025Q4: 4,900 shares 4,900 $788K 0.03% +39 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,808 shares; 2025Q2: 2,817 shares; 2025Q3: 2,149 shares; 2025Q4: 2,022 shares 2,022 $782K 0.03% -127 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,554 shares; 2025Q2: 56,691 shares; 2025Q3: 58,489 shares; 2025Q4: 66,482 shares 66,482 $780K 0.03% +7,993 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: 7,950 shares; 2024Q4: 8,689 shares; 2025Q1: 9,365 shares; 2025Q2: 10,264 shares; 2025Q3: 11,208 shares; 2025Q4: 11,699 shares 11,699 $776K 0.03% +491 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,481 shares; 2024Q4: 62,382 shares; 2025Q1: 63,653 shares; 2025Q2: 64,106 shares; 2025Q3: 62,915 shares; 2025Q4: 16,486 shares 16,486 $772K 0.03% -46,429 Timeline FNDC 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: 17,246 shares; 2025Q2: 17,246 shares; 2025Q3: 17,246 shares; 2025Q4: 17,246 shares 17,246 $768K 0.03% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,508 shares; 2024Q4: 10,613 shares; 2025Q1: 15,233 shares; 2025Q2: 15,251 shares; 2025Q3: 15,300 shares; 2025Q4: 16,368 shares 16,368 $758K 0.03% +1,068 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: 8,260 shares; 2024Q4: 6,962 shares; 2025Q1: 19,784 shares; 2025Q2: 15,311 shares; 2025Q3: 17,262 shares; 2025Q4: 20,628 shares 20,628 $756K 0.03% +3,366 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: 5,646 shares; 2024Q4: 5,143 shares; 2025Q1: 8,305 shares; 2025Q2: 5,947 shares; 2025Q3: 6,958 shares; 2025Q4: 7,018 shares 7,018 $753K 0.03% +60 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: 27,573 shares; 2024Q4: 8,545 shares; 2025Q1: 13,060 shares; 2025Q2: 21,654 shares; 2025Q3: 17,514 shares; 2025Q4: 16,176 shares 16,176 $753K 0.03% -1,338 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: 587 shares; 2024Q4: 693 shares; 2025Q1: 1,735 shares; 2025Q2: 1,879 shares; 2025Q3: 1,506 shares; 2025Q4: 1,473 shares 1,473 $753K 0.03% -33 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: 1,411 shares; 2024Q4: 1,188 shares; 2025Q1: 1,398 shares; 2025Q2: 1,867 shares; 2025Q3: 2,473 shares; 2025Q4: 2,383 shares 2,383 $745K 0.03% -90 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: 6,940 shares; 2024Q4: 7,224 shares; 2025Q1: 6,860 shares; 2025Q2: 6,476 shares; 2025Q3: 9,042 shares; 2025Q4: 8,846 shares 8,846 $741K 0.03% -196 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 8,691 shares; 2025Q4: 9,317 shares 9,317 $735K 0.03% +626 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,193 shares; 2025Q2: 4,416 shares; 2025Q3: 4,934 shares; 2025Q4: 5,111 shares 5,111 $727K 0.02% +177 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,110 shares; 2025Q3: 14,514 shares; 2025Q4: 16,683 shares 16,683 $727K 0.02% +2,169 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: 21,072 shares; 2024Q4: 20,342 shares; 2025Q1: 34,941 shares; 2025Q2: 29,210 shares; 2025Q3: 27,599 shares; 2025Q4: 18,832 shares 18,832 $723K 0.02% -8,767 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,625 shares; 2025Q1: 2,979 shares; 2025Q2: 2,740 shares; 2025Q3: 2,423 shares; 2025Q4: 1,883 shares 1,883 $722K 0.02% -540 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: not reported; 2024Q4: not reported; 2025Q1: 7,339 shares; 2025Q2: 6,740 shares; 2025Q3: 6,900 shares; 2025Q4: 9,084 shares 9,084 $721K 0.02% +2,184 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,555 shares; 2024Q4: 14,925 shares; 2025Q1: 13,631 shares; 2025Q2: 12,988 shares; 2025Q3: 12,737 shares; 2025Q4: 12,412 shares 12,412 $719K 0.02% -325 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 28,441 shares; 2025Q1: 28,911 shares; 2025Q2: 43,374 shares; 2025Q3: 25,994 shares; 2025Q4: 26,499 shares 26,499 $713K 0.02% +505 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,488 shares; 2025Q2: 11,144 shares; 2025Q3: 10,604 shares; 2025Q4: 10,369 shares 10,369 $711K 0.02% -235 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,923 shares; 2024Q4: 26,734 shares; 2025Q1: 23,501 shares; 2025Q2: 28,435 shares; 2025Q3: 29,289 shares; 2025Q4: 29,154 shares 29,154 $700K 0.02% -135 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,595 shares; 2024Q4: 20,236 shares; 2025Q1: 21,454 shares; 2025Q2: 21,369 shares; 2025Q3: 24,761 shares; 2025Q4: 25,054 shares 25,054 $686K 0.02% +293 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: not reported; 2025Q1: 2,577 shares; 2025Q2: 2,027 shares; 2025Q3: 2,814 shares; 2025Q4: 3,014 shares 3,014 $686K 0.02% +200 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: not reported; 2024Q4: 3,782 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,536 shares; 2025Q4: 9,564 shares 9,564 $664K 0.02% +1,028 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: not reported; 2024Q4: not reported; 2025Q1: 55,268 shares; 2025Q2: 133,093 shares; 2025Q3: 33,218 shares; 2025Q4: 65,478 shares 65,478 $662K 0.02% +32,260 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: 935 shares; 2024Q4: 933 shares; 2025Q1: 903 shares; 2025Q2: 763 shares; 2025Q3: 1,116 shares; 2025Q4: 1,082 shares 1,082 $662K 0.02% -34 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 25,811 shares; 2025Q4: 25,973 shares 25,973 $662K 0.02% +162 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 667 shares; 2025Q1: 718 shares; 2025Q2: 874 shares; 2025Q3: 1,344 shares; 2025Q4: 1,352 shares 1,352 $659K 0.02% +8 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,243 shares; 2025Q4: 16,977 shares 16,977 $657K 0.02% +11,734 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: 21,821 shares; 2025Q2: 25,655 shares; 2025Q3: 23,635 shares; 2025Q4: 23,290 shares 23,290 $656K 0.02% -345 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: 1,126 shares; 2024Q4: not reported; 2025Q1: 1,825 shares; 2025Q2: 2,557 shares; 2025Q3: 3,112 shares; 2025Q4: 4,531 shares 4,531 $653K 0.02% +1,419 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: 8,566 shares; 2024Q4: 6,659 shares; 2025Q1: 6,346 shares; 2025Q2: 7,640 shares; 2025Q3: 5,425 shares; 2025Q4: 4,193 shares 4,193 $649K 0.02% -1,232 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,089 shares; 2024Q4: 15,879 shares; 2025Q1: 6,836 shares; 2025Q2: 5,994 shares; 2025Q3: 6,084 shares; 2025Q4: 6,046 shares 6,046 $647K 0.02% -38 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: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: 3,903 shares; 2025Q3: 3,527 shares; 2025Q4: 3,559 shares 3,559 $645K 0.02% +32 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,722 shares; 2025Q1: 3,268 shares; 2025Q2: 2,724 shares; 2025Q3: 2,501 shares; 2025Q4: 2,170 shares 2,170 $641K 0.02% -331 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 6,507 shares; 2025Q1: 4,959 shares; 2025Q2: 2,465 shares; 2025Q3: 3,826 shares; 2025Q4: 3,822 shares 3,822 $641K 0.02% -4 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,379 shares; 2025Q2: 1,483 shares; 2025Q3: 1,650 shares; 2025Q4: 1,813 shares 1,813 $641K 0.02% +163 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: 1,783 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,286 shares; 2025Q3: 4,433 shares; 2025Q4: 4,510 shares 4,510 $637K 0.02% +77 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,795 shares; 2025Q3: 7,435 shares; 2025Q4: 7,628 shares 7,628 $633K 0.02% +193 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,604 shares; 2025Q3: 7,266 shares; 2025Q4: 8,577 shares 8,577 $632K 0.02% +1,311 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,198 shares; 2025Q2: 24,978 shares; 2025Q3: 24,372 shares; 2025Q4: 21,577 shares 21,577 $632K 0.02% -2,795 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: 3,082 shares; 2024Q4: not reported; 2025Q1: 9,073 shares; 2025Q2: 8,454 shares; 2025Q3: 8,308 shares; 2025Q4: 8,098 shares 8,098 $628K 0.02% -210 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,625 shares; 2024Q4: 16,063 shares; 2025Q1: 17,808 shares; 2025Q2: 17,295 shares; 2025Q3: 14,854 shares; 2025Q4: 15,110 shares 15,110 $608K 0.02% +256 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: 26,236 shares; 2024Q4: 27,679 shares; 2025Q1: 23,281 shares; 2025Q2: 25,669 shares; 2025Q3: 31,539 shares; 2025Q4: 8,993 shares 8,993 $604K 0.02% -22,546 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,014 shares 2,014 $601K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,245 shares; 2025Q2: 4,549 shares; 2025Q3: 4,532 shares; 2025Q4: 5,018 shares 5,018 $601K 0.02% +486 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: 9,155 shares 9,155 $599K 0.02% new 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: 16,397 shares; 2024Q4: 15,061 shares; 2025Q1: 14,552 shares; 2025Q2: 14,214 shares; 2025Q3: 15,484 shares; 2025Q4: 15,058 shares 15,058 $596K 0.02% -426 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,837 shares 15,837 $593K 0.02% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,617 shares; 2024Q4: 16,020 shares; 2025Q1: 17,117 shares; 2025Q2: 16,387 shares; 2025Q3: 13,427 shares; 2025Q4: 13,536 shares 13,536 $591K 0.02% +109 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA 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: 4,899 shares; 2025Q2: 6,200 shares; 2025Q3: 8,702 shares; 2025Q4: 12,209 shares 12,209 $583K 0.02% +3,507 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: 2,508 shares; 2024Q4: 2,581 shares; 2025Q1: 3,568 shares; 2025Q2: 3,744 shares; 2025Q3: 2,993 shares; 2025Q4: 2,598 shares 2,598 $581K 0.02% -395 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 713 shares; 2025Q1: 735 shares; 2025Q2: 824 shares; 2025Q3: 1,069 shares; 2025Q4: 1,054 shares 1,054 $581K 0.02% -15 Timeline BBHY 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: 8,876 shares; 2024Q4: 7,010 shares; 2025Q1: 6,195 shares; 2025Q2: 5,475 shares; 2025Q3: 12,046 shares; 2025Q4: 12,341 shares 12,341 $574K 0.02% +295 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: 3,184 shares; 2025Q2: 3,304 shares; 2025Q3: 3,715 shares; 2025Q4: 3,889 shares 3,889 $570K 0.02% +174 Timeline IBN ICICI BK LTD More: the full row for ICICI BK 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: 21,269 shares; 2025Q2: 21,900 shares; 2025Q3: 19,369 shares; 2025Q4: 19,122 shares 19,122 $570K 0.02% -247 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: not reported; 2024Q4: not reported; 2025Q1: 2,082 shares; 2025Q2: 1,890 shares; 2025Q3: 1,799 shares; 2025Q4: 1,924 shares 1,924 $570K 0.02% +125 Timeline LCTU 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: 9,296 shares; 2024Q4: 7,685 shares; 2025Q1: 10,587 shares; 2025Q2: 10,202 shares; 2025Q3: 9,798 shares; 2025Q4: 7,553 shares 7,553 $560K 0.02% -2,245 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,379 shares; 2025Q1: 18,622 shares; 2025Q2: 14,922 shares; 2025Q3: 33,398 shares; 2025Q4: 23,009 shares 23,009 $558K 0.02% -10,389 Timeline TFI 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: 14,212 shares; 2024Q4: 14,070 shares; 2025Q1: 12,167 shares; 2025Q2: 11,930 shares; 2025Q3: 12,501 shares; 2025Q4: 12,181 shares 12,181 $557K 0.02% -320 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,917 shares; 2024Q4: 14,876 shares; 2025Q1: 14,405 shares; 2025Q2: 15,052 shares; 2025Q3: 17,277 shares; 2025Q4: 16,962 shares 16,962 $555K 0.02% -315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 844 shares; 2025Q3: 909 shares; 2025Q4: 917 shares 917 $555K 0.02% +8 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,661 shares; 2025Q3: 3,650 shares; 2025Q4: 4,903 shares 4,903 $555K 0.02% +1,253 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 17,190 shares; 2025Q4: 17,428 shares 17,428 $551K 0.02% +238 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,700 shares; 2025Q1: 2,733 shares; 2025Q2: 2,747 shares; 2025Q3: 2,292 shares; 2025Q4: 2,283 shares 2,283 $550K 0.02% -9 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 4,395 shares; 2025Q1: 6,588 shares; 2025Q2: 6,480 shares; 2025Q3: 12,249 shares; 2025Q4: 10,192 shares 10,192 $549K 0.02% -2,057 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: 44,675 shares; 2024Q4: 42,535 shares; 2025Q1: 41,253 shares; 2025Q2: 34,651 shares; 2025Q3: 34,651 shares; 2025Q4: 27,141 shares 27,141 $549K 0.02% -7,510 Timeline VPL 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: 14,088 shares; 2024Q4: 12,812 shares; 2025Q1: 12,702 shares; 2025Q2: 5,941 shares; 2025Q3: 6,098 shares; 2025Q4: 6,031 shares 6,031 $545K 0.02% -67 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,417 shares; 2025Q2: 1,539 shares; 2025Q3: 2,516 shares; 2025Q4: 2,547 shares 2,547 $545K 0.02% +31 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 5,654 shares; 2025Q1: 5,660 shares; 2025Q2: 7,438 shares; 2025Q3: 6,852 shares; 2025Q4: 6,987 shares 6,987 $543K 0.02% +135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,198 shares; 2025Q4: 3,455 shares 3,455 $536K 0.02% -743 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: 7,693 shares; 2024Q4: 8,552 shares; 2025Q1: 1,547 shares; 2025Q2: 5,951 shares; 2025Q3: 3,390 shares; 2025Q4: 2,940 shares 2,940 $535K 0.02% -450 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,047 shares; 2025Q2: 15,985 shares; 2025Q3: 17,014 shares; 2025Q4: 20,835 shares 20,835 $533K 0.02% +3,821 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: not reported; 2024Q4: 5,498 shares; 2025Q1: 14,903 shares; 2025Q2: 11,409 shares; 2025Q3: 9,940 shares; 2025Q4: 9,576 shares 9,576 $524K 0.02% -364 Timeline SUSC 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: 12,621 shares; 2024Q4: 15,985 shares; 2025Q1: 29,130 shares; 2025Q2: 31,998 shares; 2025Q3: 32,737 shares; 2025Q4: 22,113 shares 22,113 $517K 0.02% -10,624 Timeline GWX 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: 17,601 shares; 2024Q4: 17,533 shares; 2025Q1: 15,991 shares; 2025Q2: 13,895 shares; 2025Q3: 13,012 shares; 2025Q4: 12,617 shares 12,617 $516K 0.02% -395 Timeline EEMA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,877 shares; 2025Q3: 5,743 shares; 2025Q4: 5,443 shares 5,443 $512K 0.02% -300 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 687 shares; 2025Q1: 1,465 shares; 2025Q2: 1,244 shares; 2025Q3: 1,080 shares; 2025Q4: 1,151 shares 1,151 $511K 0.02% +71 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 7,820 shares; 2025Q1: 16,662 shares; 2025Q2: 16,904 shares; 2025Q3: 17,392 shares; 2025Q4: 10,677 shares 10,677 $511K 0.02% -6,715 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,699 shares 5,699 $508K 0.02% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 10,849 shares; 2025Q1: 10,849 shares; 2025Q2: 10,849 shares; 2025Q3: 10,849 shares; 2025Q4: 10,849 shares 10,849 $505K 0.02% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,054 shares; 2025Q1: 10,465 shares; 2025Q2: 9,241 shares; 2025Q3: 7,237 shares; 2025Q4: 7,538 shares 7,538 $505K 0.02% +301 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,677 shares; 2025Q1: 3,324 shares; 2025Q2: 2,469 shares; 2025Q3: 2,447 shares; 2025Q4: 2,714 shares 2,714 $502K 0.02% +267 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,368 shares; 2025Q1: 6,654 shares; 2025Q2: 5,791 shares; 2025Q3: 7,687 shares; 2025Q4: 4,563 shares 4,563 $502K 0.02% -3,124 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 964 shares; 2025Q3: 1,093 shares; 2025Q4: 1,194 shares 1,194 $501K 0.02% +101 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: 12,498 shares; 2024Q4: 7,680 shares; 2025Q1: 7,613 shares; 2025Q2: 5,746 shares; 2025Q3: 4,617 shares; 2025Q4: 2,279 shares 2,279 $495K 0.02% -2,338 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 717 shares; 2025Q2: 614 shares; 2025Q3: 632 shares; 2025Q4: 721 shares 721 $488K 0.02% +89 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,341 shares; 2025Q4: 25,410 shares 25,410 $488K 0.02% +4,069 Timeline