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: 849,468 shares; 2024Q4: 846,560 shares; 2025Q1: 869,377 shares; 2025Q2: 881,294 shares; 2025Q3: 847,956 shares; 2025Q4: 828,481 shares 828,481 $225M 4.99% -19,475 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: 434,310 shares; 2024Q4: 424,807 shares; 2025Q1: 433,058 shares; 2025Q2: 435,572 shares; 2025Q3: 430,923 shares; 2025Q4: 422,852 shares 422,852 $205M 4.53% -8,071 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: 792,861 shares; 2024Q4: 795,668 shares; 2025Q1: 1,020,409 shares; 2025Q2: 982,007 shares; 2025Q3: 996,295 shares; 2025Q4: 914,400 shares 914,400 $171M 3.78% -81,895 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: 476,543 shares; 2024Q4: 469,714 shares; 2025Q1: 470,990 shares; 2025Q2: 476,402 shares; 2025Q3: 468,592 shares; 2025Q4: 461,402 shares 461,402 $144M 3.2% -7,190 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: 205,277 shares; 2024Q4: 203,736 shares; 2025Q1: 203,049 shares; 2025Q2: 206,654 shares; 2025Q3: 205,032 shares; 2025Q4: 202,575 shares 202,575 $138M 3.06% -2,457 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: 257,632 shares; 2024Q4: 254,941 shares; 2025Q1: 92,434 shares; 2025Q2: 88,279 shares; 2025Q3: 227,269 shares; 2025Q4: 220,922 shares 220,922 $136M 3% -6,347 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: 325,282 shares; 2024Q4: 325,708 shares; 2025Q1: 323,336 shares; 2025Q2: 317,261 shares; 2025Q3: 315,457 shares; 2025Q4: 310,893 shares 310,893 $123M 2.73% -4,564 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: 293,492 shares; 2024Q4: 437,720 shares; 2025Q1: 1,351,236 shares; 2025Q2: 1,386,025 shares; 2025Q3: 1,427,316 shares; 2025Q4: 1,272,638 shares 1,272,638 $122M 2.71% -154,678 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: 672,752 shares; 2024Q4: 672,909 shares; 2025Q1: 666,108 shares; 2025Q2: 666,045 shares; 2025Q3: 669,001 shares; 2025Q4: 734,057 shares 734,057 $90.1M 1.99% +65,056 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: 114,156 shares; 2024Q4: 113,699 shares; 2025Q1: 111,687 shares; 2025Q2: 116,052 shares; 2025Q3: 113,704 shares; 2025Q4: 113,885 shares 113,885 $85.8M 1.9% +181 Timeline CMF 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: 849,445 shares; 2024Q4: 1,063,062 shares; 2025Q1: 1,152,134 shares; 2025Q2: 1,344,831 shares; 2025Q3: 1,434,753 shares; 2025Q4: 1,439,125 shares 1,439,125 $82.7M 1.83% +4,372 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300,137 shares; 2025Q4: 1,450,504 shares 1,450,504 $74.1M 1.64% +150,367 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: 804,598 shares; 2024Q4: 800,502 shares; 2025Q1: 793,901 shares; 2025Q2: 821,334 shares; 2025Q3: 794,632 shares; 2025Q4: 794,385 shares 794,385 $71.1M 1.57% -247 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: 222,902 shares; 2024Q4: 221,411 shares; 2025Q1: 213,498 shares; 2025Q2: 202,693 shares; 2025Q3: 205,904 shares; 2025Q4: 202,079 shares 202,079 $67.8M 1.5% -3,825 Timeline IBTG 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: 1,651,658 shares; 2024Q4: 788,846 shares; 2025Q1: 659,607 shares; 2025Q2: 125,079 shares; 2025Q3: 3,095,899 shares; 2025Q4: 2,824,210 shares 2,824,210 $64.6M 1.43% -271,689 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: 266,159 shares; 2024Q4: 267,904 shares; 2025Q1: 262,048 shares; 2025Q2: 264,471 shares; 2025Q3: 271,838 shares; 2025Q4: 258,962 shares 258,962 $59.8M 1.32% -12,876 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: 160,890 shares; 2024Q4: 160,499 shares; 2025Q1: 164,116 shares; 2025Q2: 161,755 shares; 2025Q3: 161,431 shares; 2025Q4: 154,467 shares 154,467 $54.2M 1.2% -6,964 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: 241,492 shares; 2024Q4: 236,518 shares; 2025Q1: 245,790 shares; 2025Q2: 246,697 shares; 2025Q3: 247,841 shares; 2025Q4: 249,231 shares 249,231 $52.8M 1.17% +1,390 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: 135,237 shares; 2024Q4: 144,866 shares; 2025Q1: 150,787 shares; 2025Q2: 163,323 shares; 2025Q3: 162,108 shares; 2025Q4: 154,817 shares 154,817 $49.9M 1.1% -7,291 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,136 shares; 2024Q4: 70,750 shares; 2025Q1: 70,636 shares; 2025Q2: 71,189 shares; 2025Q3: 70,542 shares; 2025Q4: 69,847 shares 69,847 $47.8M 1.06% -695 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: 56,567 shares; 2024Q4: 60,331 shares; 2025Q1: 65,718 shares; 2025Q2: 112,044 shares; 2025Q3: 114,374 shares; 2025Q4: 125,712 shares 125,712 $43.5M 0.96% +11,338 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: 1,127,051 shares; 2024Q4: 931,471 shares; 2025Q1: 1,384,013 shares; 2025Q2: 1,359,378 shares; 2025Q3: 1,559,396 shares; 2025Q4: 1,879,087 shares 1,879,087 $43.3M 0.96% +319,691 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: 64,055 shares; 2024Q4: 89,778 shares; 2025Q1: 97,847 shares; 2025Q2: 98,445 shares; 2025Q3: 100,487 shares; 2025Q4: 67,501 shares 67,501 $42.3M 0.94% -32,986 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: 81,392 shares; 2024Q4: 81,862 shares; 2025Q1: 82,269 shares; 2025Q2: 82,225 shares; 2025Q3: 82,361 shares; 2025Q4: 61,095 shares 61,095 $40.3M 0.89% -21,266 Timeline JMUB 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: 735,933 shares; 2025Q1: 1,095,717 shares; 2025Q2: 1,341,884 shares; 2025Q3: 762,659 shares; 2025Q4: 794,545 shares 794,545 $40.1M 0.89% +31,886 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: 529,497 shares; 2024Q4: 552,812 shares; 2025Q1: 518,295 shares; 2025Q2: 512,822 shares; 2025Q3: 520,027 shares; 2025Q4: 540,697 shares 540,697 $39.8M 0.88% +20,670 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: 141,074 shares; 2024Q4: 141,561 shares; 2025Q1: 141,351 shares; 2025Q2: 140,786 shares; 2025Q3: 140,129 shares; 2025Q4: 127,890 shares 127,890 $38.9M 0.86% -12,239 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: 211,867 shares; 2024Q4: 214,107 shares; 2025Q1: 214,325 shares; 2025Q2: 213,830 shares; 2025Q3: 195,419 shares; 2025Q4: 194,271 shares 194,271 $34.5M 0.76% -1,148 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,066 shares; 2024Q4: 38,906 shares; 2025Q1: 40,187 shares; 2025Q2: 41,017 shares; 2025Q3: 40,108 shares; 2025Q4: 39,354 shares 39,354 $33.9M 0.75% -754 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: 117,329 shares; 2024Q4: 117,087 shares; 2025Q1: 116,630 shares; 2025Q2: 118,632 shares; 2025Q3: 118,100 shares; 2025Q4: 233,201 shares 233,201 $33.6M 0.74% +115,101 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: 97,584 shares; 2024Q4: 98,278 shares; 2025Q1: 94,724 shares; 2025Q2: 104,086 shares; 2025Q3: 100,373 shares; 2025Q4: 99,867 shares 99,867 $31.3M 0.69% -506 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: 215,062 shares; 2024Q4: 216,537 shares; 2025Q1: 223,879 shares; 2025Q2: 223,184 shares; 2025Q3: 215,563 shares; 2025Q4: 203,821 shares 203,821 $31.3M 0.69% -11,742 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: 83,551 shares; 2024Q4: 86,842 shares; 2025Q1: 89,496 shares; 2025Q2: 93,483 shares; 2025Q3: 93,382 shares; 2025Q4: 90,342 shares 90,342 $31.1M 0.69% -3,040 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: 140,215 shares; 2024Q4: 135,207 shares; 2025Q1: 141,294 shares; 2025Q2: 154,306 shares; 2025Q3: 152,544 shares; 2025Q4: 149,439 shares 149,439 $30.9M 0.68% -3,105 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,542 shares; 2024Q4: 305,852 shares; 2025Q1: 287,942 shares; 2025Q2: 276,415 shares; 2025Q3: 273,214 shares; 2025Q4: 270,840 shares 270,840 $30.8M 0.68% -2,374 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: 57,246 shares; 2024Q4: 55,946 shares; 2025Q1: 56,863 shares; 2025Q2: 55,795 shares; 2025Q3: 59,830 shares; 2025Q4: 57,435 shares 57,435 $29.3M 0.65% -2,395 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: 26,965 shares; 2025Q1: 27,606 shares; 2025Q2: 28,360 shares; 2025Q3: 27,700 shares; 2025Q4: 26,691 shares 26,691 $28.6M 0.63% -1,009 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 538,707 shares 538,707 $26.6M 0.59% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,710 shares; 2024Q4: 26,162 shares; 2025Q1: 24,601 shares; 2025Q2: 24,379 shares; 2025Q3: 23,132 shares; 2025Q4: 21,598 shares 21,598 $26.2M 0.58% -1,534 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: 23,615 shares; 2024Q4: 23,882 shares; 2025Q1: 23,918 shares; 2025Q2: 23,792 shares; 2025Q3: 24,927 shares; 2025Q4: 248,046 shares 248,046 $23.3M 0.51% +223,119 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: 149,860 shares; 2024Q4: 292,442 shares; 2025Q1: 297,988 shares; 2025Q2: 280,699 shares; 2025Q3: 277,473 shares; 2025Q4: 282,988 shares 282,988 $23.1M 0.51% +5,515 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: 61,800 shares; 2024Q4: 58,068 shares; 2025Q1: 59,031 shares; 2025Q2: 58,490 shares; 2025Q3: 59,829 shares; 2025Q4: 58,918 shares 58,918 $22.9M 0.51% -911 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: 125,646 shares; 2024Q4: 126,859 shares; 2025Q1: 126,441 shares; 2025Q2: 135,010 shares; 2025Q3: 132,559 shares; 2025Q4: 132,313 shares 132,313 $22.6M 0.5% -246 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: 99,340 shares; 2024Q4: 27,091 shares; 2025Q1: 43,991 shares; 2025Q2: 185,745 shares; 2025Q3: 122,291 shares; 2025Q4: 199,528 shares 199,528 $21.3M 0.47% +77,237 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: 18,099 shares; 2024Q4: 18,988 shares; 2025Q1: 32,525 shares; 2025Q2: 32,461 shares; 2025Q3: 32,777 shares; 2025Q4: 31,255 shares 31,255 $20.7M 0.46% -1,522 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: 152,117 shares; 2024Q4: 146,621 shares; 2025Q1: 147,922 shares; 2025Q2: 157,814 shares; 2025Q3: 153,953 shares; 2025Q4: 142,108 shares 142,108 $20.4M 0.45% -11,845 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: 335,157 shares; 2024Q4: 412,320 shares; 2025Q1: 434,628 shares; 2025Q2: 461,726 shares; 2025Q3: 452,535 shares; 2025Q4: 307,238 shares 307,238 $20.3M 0.45% -145,297 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: 75,687 shares; 2024Q4: 75,294 shares; 2025Q1: 75,875 shares; 2025Q2: 74,473 shares; 2025Q3: 63,909 shares; 2025Q4: 60,224 shares 60,224 $19.9M 0.44% -3,685 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: 35,414 shares; 2024Q4: 69,917 shares; 2025Q1: 66,184 shares; 2025Q2: 62,121 shares; 2025Q3: 109,440 shares; 2025Q4: 106,025 shares 106,025 $19.5M 0.43% -3,415 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: 22,688 shares; 2024Q4: 40,648 shares; 2025Q1: 40,648 shares; 2025Q2: 33,934 shares; 2025Q3: 33,985 shares; 2025Q4: 33,284 shares 33,284 $19.3M 0.43% -701 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: 203,755 shares; 2024Q4: 204,025 shares; 2025Q1: 205,262 shares; 2025Q2: 205,537 shares; 2025Q3: 203,447 shares; 2025Q4: 202,156 shares 202,156 $19.3M 0.43% -1,291 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: 62,435 shares; 2024Q4: 61,942 shares; 2025Q1: 62,536 shares; 2025Q2: 62,422 shares; 2025Q3: 61,379 shares; 2025Q4: 60,213 shares 60,213 $18.8M 0.42% -1,166 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: 240,071 shares; 2024Q4: 275,568 shares; 2025Q1: 278,160 shares; 2025Q2: 276,374 shares; 2025Q3: 291,725 shares; 2025Q4: 299,526 shares 299,526 $18.7M 0.41% +7,801 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: 56,541 shares; 2024Q4: 56,966 shares; 2025Q1: 58,919 shares; 2025Q2: 58,755 shares; 2025Q3: 58,744 shares; 2025Q4: 56,843 shares 56,843 $18.1M 0.4% -1,901 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: 85,394 shares; 2024Q4: 85,262 shares; 2025Q1: 85,879 shares; 2025Q2: 85,544 shares; 2025Q3: 83,152 shares; 2025Q4: 79,667 shares 79,667 $17.5M 0.39% -3,485 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,956 shares; 2024Q4: 90,580 shares; 2025Q1: 90,731 shares; 2025Q2: 90,345 shares; 2025Q3: 101,166 shares; 2025Q4: 102,031 shares 102,031 $17.3M 0.38% +865 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: 151,798 shares; 2024Q4: 151,791 shares; 2025Q1: 135,464 shares; 2025Q2: 136,161 shares; 2025Q3: 137,638 shares; 2025Q4: 130,075 shares 130,075 $16.8M 0.37% -7,563 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: 186,240 shares; 2024Q4: 183,757 shares; 2025Q1: 189,021 shares; 2025Q2: 192,766 shares; 2025Q3: 176,603 shares; 2025Q4: 177,475 shares 177,475 $16.6M 0.37% +872 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: 29,780 shares; 2024Q4: 29,867 shares; 2025Q1: 30,020 shares; 2025Q2: 30,681 shares; 2025Q3: 31,372 shares; 2025Q4: 31,748 shares 31,748 $16.6M 0.37% +376 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: 360,342 shares; 2024Q4: 500,025 shares; 2025Q1: 495,020 shares; 2025Q2: 484,734 shares; 2025Q3: 495,433 shares; 2025Q4: 303,791 shares 303,791 $16.3M 0.36% -191,642 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: 83,648 shares; 2024Q4: 84,211 shares; 2025Q1: 87,286 shares; 2025Q2: 98,838 shares; 2025Q3: 114,967 shares; 2025Q4: 107,005 shares 107,005 $16.3M 0.36% -7,962 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: 46,725 shares; 2024Q4: 45,525 shares; 2025Q1: 46,533 shares; 2025Q2: 49,458 shares; 2025Q3: 48,209 shares; 2025Q4: 49,565 shares 49,565 $16.2M 0.36% +1,356 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: 90,219 shares; 2024Q4: 79,795 shares; 2025Q1: 77,257 shares; 2025Q2: 75,997 shares; 2025Q3: 70,097 shares; 2025Q4: 69,384 shares 69,384 $15.9M 0.35% -713 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: 18,366 shares; 2024Q4: 17,261 shares; 2025Q1: 175,638 shares; 2025Q2: 204,185 shares; 2025Q3: 272,834 shares; 2025Q4: 294,024 shares 294,024 $15.8M 0.35% +21,190 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: 38,517 shares; 2024Q4: 37,415 shares; 2025Q1: 37,947 shares; 2025Q2: 38,147 shares; 2025Q3: 34,639 shares; 2025Q4: 33,975 shares 33,975 $15.4M 0.34% -664 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: 28,274 shares; 2024Q4: 28,037 shares; 2025Q1: 28,654 shares; 2025Q2: 30,785 shares; 2025Q3: 30,596 shares; 2025Q4: 29,262 shares 29,262 $14.7M 0.33% -1,334 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: 148,288 shares; 2024Q4: 149,048 shares; 2025Q1: 149,760 shares; 2025Q2: 143,373 shares; 2025Q3: 149,412 shares; 2025Q4: 159,013 shares 159,013 $14.6M 0.32% +9,601 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: 123,740 shares; 2024Q4: 122,711 shares; 2025Q1: 125,231 shares; 2025Q2: 124,073 shares; 2025Q3: 122,519 shares; 2025Q4: 121,596 shares 121,596 $14.6M 0.32% -923 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,677 shares; 2024Q4: 241,350 shares; 2025Q1: 206,094 shares; 2025Q2: 206,049 shares; 2025Q3: 206,804 shares; 2025Q4: 212,394 shares 212,394 $14.3M 0.32% +5,590 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,193 shares; 2024Q4: 13,045 shares; 2025Q1: 13,067 shares; 2025Q2: 12,990 shares; 2025Q3: 13,406 shares; 2025Q4: 12,772 shares 12,772 $13.7M 0.3% -634 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: 239,748 shares; 2024Q4: 239,679 shares; 2025Q1: 245,722 shares; 2025Q2: 1,894,392 shares; 2025Q3: 247,725 shares; 2025Q4: 247,528 shares 247,528 $13.5M 0.3% -197 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: 54,915 shares; 2024Q4: 54,958 shares; 2025Q1: 57,258 shares; 2025Q2: 63,014 shares; 2025Q3: 54,421 shares; 2025Q4: 49,138 shares 49,138 $13.2M 0.29% -5,283 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: 17,508 shares; 2024Q4: 17,463 shares; 2025Q1: 17,611 shares; 2025Q2: 29,304 shares; 2025Q3: 45,353 shares; 2025Q4: 56,246 shares 56,246 $12.9M 0.28% +10,893 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: 506,937 shares; 2024Q4: 502,799 shares; 2025Q1: 66,813 shares; 2025Q2: 66,666 shares; 2025Q3: 65,905 shares; 2025Q4: 69,165 shares 69,165 $12.5M 0.28% +3,260 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: 267,669 shares; 2024Q4: 270,703 shares; 2025Q1: 235,847 shares; 2025Q2: 230,354 shares; 2025Q3: 227,180 shares; 2025Q4: 227,456 shares 227,456 $12.5M 0.28% +276 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: 139,964 shares; 2024Q4: 138,104 shares; 2025Q1: 138,482 shares; 2025Q2: 131,412 shares; 2025Q3: 129,876 shares; 2025Q4: 129,460 shares 129,460 $12.5M 0.28% -416 Timeline AGZ 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: 124,926 shares; 2025Q2: 127,218 shares; 2025Q3: 110,249 shares; 2025Q4: 112,826 shares 112,826 $12.4M 0.28% +2,577 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: 40,266 shares; 2024Q4: 41,003 shares; 2025Q1: 42,331 shares; 2025Q2: 51,854 shares; 2025Q3: 50,742 shares; 2025Q4: 50,996 shares 50,996 $12.4M 0.27% +254 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: 51,709 shares; 2024Q4: 46,642 shares; 2025Q1: 43,891 shares; 2025Q2: 38,814 shares; 2025Q3: 37,035 shares; 2025Q4: 35,229 shares 35,229 $12.3M 0.27% -1,806 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: 81,619 shares; 2024Q4: 81,094 shares; 2025Q1: 76,882 shares; 2025Q2: 80,982 shares; 2025Q3: 83,991 shares; 2025Q4: 62,727 shares 62,727 $12.2M 0.27% -21,264 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,796 shares; 2024Q4: 15,408 shares; 2025Q1: 15,070 shares; 2025Q2: 15,230 shares; 2025Q3: 15,175 shares; 2025Q4: 79,350 shares 79,350 $12.2M 0.27% +64,175 Timeline MUNI 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: 437,043 shares; 2024Q4: 247,798 shares; 2025Q1: 151,213 shares; 2025Q2: 240,845 shares; 2025Q3: 234,205 shares; 2025Q4: 230,890 shares 230,890 $12.1M 0.27% -3,315 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: 76,473 shares; 2024Q4: 76,445 shares; 2025Q1: 88,074 shares; 2025Q2: 99,808 shares; 2025Q3: 99,858 shares; 2025Q4: 93,322 shares 93,322 $11.7M 0.26% -6,536 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: 35,182 shares; 2024Q4: 35,182 shares; 2025Q1: 35,912 shares; 2025Q2: 39,267 shares; 2025Q3: 40,017 shares; 2025Q4: 40,041 shares 40,041 $11.6M 0.26% +24 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: 35,944 shares; 2024Q4: 37,105 shares; 2025Q1: 37,061 shares; 2025Q2: 37,549 shares; 2025Q3: 37,281 shares; 2025Q4: 37,918 shares 37,918 $11.6M 0.26% +637 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,326 shares; 2024Q4: 153,335 shares; 2025Q1: 152,656 shares; 2025Q2: 153,662 shares; 2025Q3: 184,063 shares; 2025Q4: 130,662 shares 130,662 $11.6M 0.26% -53,401 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: 126,788 shares; 2024Q4: 133,238 shares; 2025Q1: 123,557 shares; 2025Q2: 156,038 shares; 2025Q3: 156,167 shares; 2025Q4: 149,204 shares 149,204 $11.5M 0.25% -6,963 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: 71,849 shares; 2024Q4: 71,769 shares; 2025Q1: 73,876 shares; 2025Q2: 78,618 shares; 2025Q3: 78,609 shares; 2025Q4: 79,214 shares 79,214 $11.4M 0.25% +605 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: 102,533 shares; 2024Q4: 99,502 shares; 2025Q1: 102,183 shares; 2025Q2: 99,936 shares; 2025Q3: 97,450 shares; 2025Q4: 88,954 shares 88,954 $11.4M 0.25% -8,496 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: 39,157 shares; 2024Q4: 40,207 shares; 2025Q1: 40,947 shares; 2025Q2: 40,901 shares; 2025Q3: 39,736 shares; 2025Q4: 39,902 shares 39,902 $11.3M 0.25% +166 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: 13,360 shares; 2024Q4: 14,297 shares; 2025Q1: 14,440 shares; 2025Q2: 19,795 shares; 2025Q3: 19,276 shares; 2025Q4: 19,655 shares 19,655 $11.3M 0.25% +379 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: 97,106 shares; 2024Q4: 90,124 shares; 2025Q1: 94,292 shares; 2025Q2: 101,276 shares; 2025Q3: 98,279 shares; 2025Q4: 97,628 shares 97,628 $11.1M 0.25% -651 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: 50,002 shares; 2024Q4: 50,397 shares; 2025Q1: 52,930 shares; 2025Q2: 52,734 shares; 2025Q3: 50,552 shares; 2025Q4: 50,824 shares 50,824 $10.6M 0.23% +272 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: 123,370 shares; 2024Q4: 129,073 shares; 2025Q1: 131,039 shares; 2025Q2: 145,258 shares; 2025Q3: 151,831 shares; 2025Q4: 149,523 shares 149,523 $10.5M 0.23% -2,308 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: 142,547 shares; 2024Q4: 182,091 shares; 2025Q1: 166,072 shares; 2025Q2: 215,228 shares; 2025Q3: 220,146 shares; 2025Q4: 191,272 shares 191,272 $10.1M 0.22% -28,874 Timeline EFAX 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: 120,967 shares; 2024Q4: 136,368 shares; 2025Q1: 150,618 shares; 2025Q2: 166,888 shares; 2025Q3: 177,494 shares; 2025Q4: 197,825 shares 197,825 $9.98M 0.22% +20,331 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: 67,859 shares; 2024Q4: 68,284 shares; 2025Q1: 69,056 shares; 2025Q2: 62,036 shares; 2025Q3: 61,428 shares; 2025Q4: 56,096 shares 56,096 $9.73M 0.22% -5,332 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,567 shares; 2024Q4: 27,034 shares; 2025Q1: 25,487 shares; 2025Q2: 24,749 shares; 2025Q3: 23,871 shares; 2025Q4: 24,594 shares 24,594 $9.69M 0.21% +723 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,861 shares; 2024Q4: 211,044 shares; 2025Q1: 215,806 shares; 2025Q2: 213,721 shares; 2025Q3: 211,446 shares; 2025Q4: 213,468 shares 213,468 $9.53M 0.21% +2,022 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: 23,494 shares; 2024Q4: 23,436 shares; 2025Q1: 23,560 shares; 2025Q2: 23,557 shares; 2025Q3: 22,613 shares; 2025Q4: 21,737 shares 21,737 $9.27M 0.21% -876 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: 38,817 shares; 2024Q4: 65,714 shares; 2025Q1: 65,810 shares; 2025Q2: 63,361 shares; 2025Q3: 63,649 shares; 2025Q4: 37,398 shares 37,398 $9.21M 0.2% -26,251 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 758 shares; 2025Q2: 12,731 shares; 2025Q3: 12,413 shares; 2025Q4: 13,276 shares 13,276 $8.95M 0.2% +863 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: 55,231 shares; 2024Q4: 53,677 shares; 2025Q1: 54,340 shares; 2025Q2: 54,326 shares; 2025Q3: 54,220 shares; 2025Q4: 54,771 shares 54,771 $8.92M 0.2% +551 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,087 shares; 2024Q4: 301,657 shares; 2025Q1: 371,823 shares; 2025Q2: 371,216 shares; 2025Q3: 369,151 shares; 2025Q4: 367,702 shares 367,702 $8.84M 0.2% -1,449 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: 87,991 shares; 2024Q4: 90,813 shares; 2025Q1: 81,527 shares; 2025Q2: 80,757 shares; 2025Q3: 90,923 shares; 2025Q4: 40,568 shares 40,568 $8.69M 0.19% -50,355 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: 25,484 shares; 2024Q4: 25,518 shares; 2025Q1: 27,703 shares; 2025Q2: 27,723 shares; 2025Q3: 26,783 shares; 2025Q4: 24,651 shares 24,651 $8.66M 0.19% -2,132 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: 69,459 shares; 2024Q4: 64,636 shares; 2025Q1: 65,569 shares; 2025Q2: 64,144 shares; 2025Q3: 66,493 shares; 2025Q4: 66,812 shares 66,812 $8.41M 0.19% +319 Timeline ESML 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: 183,489 shares; 2024Q4: 185,707 shares; 2025Q1: 182,684 shares; 2025Q2: 186,475 shares; 2025Q3: 183,102 shares; 2025Q4: 180,473 shares 180,473 $8.3M 0.18% -2,629 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: 7,371 shares; 2024Q4: 6,640 shares; 2025Q1: 6,682 shares; 2025Q2: 7,489 shares; 2025Q3: 7,899 shares; 2025Q4: 7,692 shares 7,692 $8.23M 0.18% -207 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: 10,291 shares; 2024Q4: 10,312 shares; 2025Q1: 10,408 shares; 2025Q2: 23,933 shares; 2025Q3: 22,396 shares; 2025Q4: 21,389 shares 21,389 $7.91M 0.18% -1,007 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: 60,887 shares; 2025Q1: 59,663 shares; 2025Q2: 58,762 shares; 2025Q3: 58,782 shares; 2025Q4: 45,497 shares 45,497 $7.79M 0.17% -13,285 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: 62,873 shares; 2024Q4: 68,859 shares; 2025Q1: 64,187 shares; 2025Q2: 64,354 shares; 2025Q3: 67,992 shares; 2025Q4: 66,672 shares 66,672 $7.78M 0.17% -1,320 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: 56,052 shares; 2024Q4: 47,665 shares; 2025Q1: 44,106 shares; 2025Q2: 43,314 shares; 2025Q3: 40,750 shares; 2025Q4: 27,258 shares 27,258 $7.78M 0.17% -13,492 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: 26,312 shares; 2024Q4: 26,367 shares; 2025Q1: 27,453 shares; 2025Q2: 27,786 shares; 2025Q3: 29,663 shares; 2025Q4: 30,142 shares 30,142 $7.75M 0.17% +479 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: 104,068 shares; 2024Q4: 103,798 shares; 2025Q1: 106,172 shares; 2025Q2: 103,789 shares; 2025Q3: 100,459 shares; 2025Q4: 100,651 shares 100,651 $7.42M 0.16% +192 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: 152,238 shares; 2024Q4: 146,280 shares; 2025Q1: 137,394 shares; 2025Q2: 138,654 shares; 2025Q3: 133,691 shares; 2025Q4: 133,477 shares 133,477 $7.31M 0.16% -214 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,548 shares; 2024Q4: 26,964 shares; 2025Q1: 25,601 shares; 2025Q2: 27,758 shares; 2025Q3: 24,321 shares; 2025Q4: 25,138 shares 25,138 $7.24M 0.16% +817 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,101 shares; 2024Q4: 63,101 shares; 2025Q1: 63,081 shares; 2025Q2: 61,081 shares; 2025Q3: 68,086 shares; 2025Q4: 55,060 shares 55,060 $7.02M 0.16% -13,026 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: 48,332 shares; 2024Q4: 48,575 shares; 2025Q1: 48,050 shares; 2025Q2: 42,076 shares; 2025Q3: 43,173 shares; 2025Q4: 43,374 shares 43,374 $6.98M 0.15% +201 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: 85,488 shares; 2024Q4: 85,125 shares; 2025Q1: 84,923 shares; 2025Q2: 90,470 shares; 2025Q3: 92,044 shares; 2025Q4: 91,130 shares 91,130 $6.87M 0.15% -914 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: 125,106 shares; 2024Q4: 130,077 shares; 2025Q1: 120,497 shares; 2025Q2: 122,787 shares; 2025Q3: 120,554 shares; 2025Q4: 101,031 shares 101,031 $6.77M 0.15% -19,523 Timeline DMXF 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: 70,823 shares; 2025Q3: 78,415 shares; 2025Q4: 89,862 shares 89,862 $6.75M 0.15% +11,447 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: 27,559 shares; 2024Q4: 23,167 shares; 2025Q1: 23,339 shares; 2025Q2: 23,340 shares; 2025Q3: 22,790 shares; 2025Q4: 22,945 shares 22,945 $6.74M 0.15% +155 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: 18,837 shares; 2024Q4: 23,187 shares; 2025Q1: 22,426 shares; 2025Q2: 16,434 shares; 2025Q3: 16,718 shares; 2025Q4: 14,221 shares 14,221 $6.67M 0.15% -2,497 Timeline IQLT 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: 112,782 shares; 2024Q4: 120,808 shares; 2025Q1: 121,912 shares; 2025Q2: 124,804 shares; 2025Q3: 136,646 shares; 2025Q4: 138,280 shares 138,280 $6.28M 0.14% +1,634 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,427 shares; 2024Q4: 18,427 shares; 2025Q1: 18,463 shares; 2025Q2: 18,863 shares; 2025Q3: 18,888 shares; 2025Q4: 18,963 shares 18,963 $6.13M 0.14% +75 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,933 shares; 2024Q4: 49,981 shares; 2025Q1: 44,473 shares; 2025Q2: 39,559 shares; 2025Q3: 39,562 shares; 2025Q4: 44,744 shares 44,744 $6.08M 0.13% +5,182 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: 16,594 shares; 2024Q4: 17,203 shares; 2025Q1: 17,673 shares; 2025Q2: 16,519 shares; 2025Q3: 18,579 shares; 2025Q4: 19,462 shares 19,462 $6.08M 0.13% +883 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,031 shares; 2024Q4: 302,609 shares; 2025Q1: 302,057 shares; 2025Q2: 304,540 shares; 2025Q3: 303,120 shares; 2025Q4: 242,428 shares 242,428 $6.05M 0.13% -60,692 Timeline IGRO 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: 53,058 shares; 2024Q4: 58,890 shares; 2025Q1: 61,877 shares; 2025Q2: 63,189 shares; 2025Q3: 70,692 shares; 2025Q4: 72,130 shares 72,130 $5.97M 0.13% +1,438 Timeline BIL 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: 6,588 shares; 2024Q4: 16,394 shares; 2025Q1: 33,289 shares; 2025Q2: 33,289 shares; 2025Q3: 45,379 shares; 2025Q4: 64,023 shares 64,023 $5.85M 0.13% +18,644 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: 74,142 shares; 2024Q4: 221,390 shares; 2025Q1: 219,215 shares; 2025Q2: 218,534 shares; 2025Q3: 216,776 shares; 2025Q4: 215,359 shares 215,359 $5.8M 0.13% -1,417 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: not reported; 2025Q1: not reported; 2025Q2: 28,364 shares; 2025Q3: 34,495 shares; 2025Q4: 41,920 shares 41,920 $5.49M 0.12% +7,425 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: 45,959 shares; 2024Q4: 45,643 shares; 2025Q1: 46,088 shares; 2025Q2: 47,627 shares; 2025Q3: 46,506 shares; 2025Q4: 45,306 shares 45,306 $5.45M 0.12% -1,200 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: 69,153 shares; 2024Q4: 68,347 shares; 2025Q1: 69,101 shares; 2025Q2: 69,096 shares; 2025Q3: 67,565 shares; 2025Q4: 67,421 shares 67,421 $5.41M 0.12% -144 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: 49,224 shares; 2024Q4: 49,454 shares; 2025Q1: 47,819 shares; 2025Q2: 56,287 shares; 2025Q3: 55,418 shares; 2025Q4: 53,166 shares 53,166 $5.31M 0.12% -2,252 Timeline EMXF 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: 86,891 shares; 2024Q4: 90,797 shares; 2025Q1: 103,644 shares; 2025Q2: 110,097 shares; 2025Q3: 112,858 shares; 2025Q4: 112,391 shares 112,391 $5.23M 0.12% -467 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: 10,256 shares; 2024Q4: 10,998 shares; 2025Q1: 11,480 shares; 2025Q2: 17,647 shares; 2025Q3: 18,889 shares; 2025Q4: 19,912 shares 19,912 $5.12M 0.11% +1,023 Timeline ESGE 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: 102,565 shares; 2024Q4: 105,945 shares; 2025Q1: 107,337 shares; 2025Q2: 105,860 shares; 2025Q3: 106,720 shares; 2025Q4: 114,349 shares 114,349 $5.05M 0.11% +7,629 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,448 shares; 2025Q4: 19,518 shares 19,518 $5M 0.11% +8,070 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: 28,529 shares; 2024Q4: 28,561 shares; 2025Q1: 28,398 shares; 2025Q2: 27,926 shares; 2025Q3: 27,409 shares; 2025Q4: 23,702 shares 23,702 $4.93M 0.11% -3,707 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: 443 shares; 2024Q4: 1,593 shares; 2025Q1: 1,838 shares; 2025Q2: 4,107 shares; 2025Q3: 4,620 shares; 2025Q4: 5,603 shares 5,603 $4.93M 0.11% +983 Timeline AAXJ 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: 46,641 shares; 2024Q4: 47,750 shares; 2025Q1: 48,216 shares; 2025Q2: 48,480 shares; 2025Q3: 52,179 shares; 2025Q4: 52,723 shares 52,723 $4.91M 0.11% +544 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: 15,212 shares; 2024Q4: 15,549 shares; 2025Q1: 14,722 shares; 2025Q2: 15,436 shares; 2025Q3: 15,346 shares; 2025Q4: 16,139 shares 16,139 $4.82M 0.11% +793 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: not reported; 2025Q2: 195,736 shares; 2025Q3: 195,736 shares; 2025Q4: 170,000 shares 170,000 $4.79M 0.11% -25,736 Timeline NYF 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: 37,552 shares; 2024Q4: 32,998 shares; 2025Q1: 39,569 shares; 2025Q2: 39,901 shares; 2025Q3: 58,812 shares; 2025Q4: 89,186 shares 89,186 $4.77M 0.11% +30,374 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: 38,704 shares; 2024Q4: 42,074 shares; 2025Q1: 39,992 shares; 2025Q2: 40,408 shares; 2025Q3: 40,349 shares; 2025Q4: 42,311 shares 42,311 $4.67M 0.1% +1,962 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: not reported; 2025Q2: 13,357 shares; 2025Q3: 13,364 shares; 2025Q4: 20,560 shares 20,560 $4.66M 0.1% +7,196 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: 39,573 shares; 2024Q4: 43,532 shares; 2025Q1: 33,335 shares; 2025Q2: 33,701 shares; 2025Q3: 33,690 shares; 2025Q4: 34,814 shares 34,814 $4.62M 0.1% +1,124 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417,953 shares; 2024Q4: 1,475,003 shares; 2025Q1: 1,433,078 shares; 2025Q2: 1,418,951 shares; 2025Q3: 74,480 shares; 2025Q4: 96,761 shares 96,761 $4.42M 0.1% +22,281 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: 163,595 shares; 2024Q4: 35,650 shares; 2025Q1: 115,565 shares; 2025Q2: not reported; 2025Q3: 23,680 shares; 2025Q4: 152,145 shares 152,145 $4.39M 0.1% +128,465 Timeline EMCR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,086 shares; 2024Q4: 108,202 shares; 2025Q1: 108,738 shares; 2025Q2: 113,059 shares; 2025Q3: 112,605 shares; 2025Q4: 117,984 shares 117,984 $4.36M 0.1% +5,379 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,449 shares; 2024Q4: 48,089 shares; 2025Q1: 53,537 shares; 2025Q2: 21,399 shares; 2025Q3: 21,611 shares; 2025Q4: 22,189 shares 22,189 $4.25M 0.09% +578 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: 8,778 shares; 2024Q4: 8,780 shares; 2025Q1: 14,323 shares; 2025Q2: 12,030 shares; 2025Q3: 13,407 shares; 2025Q4: 14,191 shares 14,191 $4.2M 0.09% +784 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,862 shares; 2024Q4: 63,086 shares; 2025Q1: 63,946 shares; 2025Q2: 64,317 shares; 2025Q3: 63,903 shares; 2025Q4: 64,285 shares 64,285 $4.2M 0.09% +382 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,107 shares; 2024Q4: 43,501 shares; 2025Q1: 43,551 shares; 2025Q2: 44,096 shares; 2025Q3: 44,051 shares; 2025Q4: 46,818 shares 46,818 $4.08M 0.09% +2,767 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,850 shares; 2024Q4: 41,668 shares; 2025Q1: 36,242 shares; 2025Q2: 37,857 shares; 2025Q3: 37,860 shares; 2025Q4: 39,482 shares 39,482 $4.05M 0.09% +1,622 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: 44,881 shares; 2024Q4: 45,260 shares; 2025Q1: 47,208 shares; 2025Q2: 75,231 shares; 2025Q3: 75,400 shares; 2025Q4: 74,575 shares 74,575 $4.01M 0.09% -825 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: 28,782 shares; 2024Q4: 31,921 shares; 2025Q1: 31,799 shares; 2025Q2: 32,201 shares; 2025Q3: 32,321 shares; 2025Q4: 34,208 shares 34,208 $4.01M 0.09% +1,887 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,643 shares; 2024Q4: 34,447 shares; 2025Q1: 34,281 shares; 2025Q2: 30,685 shares; 2025Q3: 30,751 shares; 2025Q4: 30,946 shares 30,946 $3.99M 0.09% +195 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: 1,624 shares; 2024Q4: 1,672 shares; 2025Q1: 2,825 shares; 2025Q2: 6,849 shares; 2025Q3: 6,835 shares; 2025Q4: 6,871 shares 6,871 $3.98M 0.09% +36 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,272 shares; 2024Q4: 22,881 shares; 2025Q1: 29,341 shares; 2025Q2: 28,543 shares; 2025Q3: 35,887 shares; 2025Q4: 34,096 shares 34,096 $3.96M 0.09% -1,791 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 20,124 shares; 2025Q1: 19,744 shares; 2025Q2: 19,566 shares; 2025Q3: 21,386 shares; 2025Q4: 14,926 shares 14,926 $3.95M 0.09% -6,460 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: 12,124 shares; 2025Q1: 11,902 shares; 2025Q2: 10,193 shares; 2025Q3: 9,745 shares; 2025Q4: 9,819 shares 9,819 $3.94M 0.09% +74 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: 7,184 shares; 2024Q4: 7,184 shares; 2025Q1: 7,231 shares; 2025Q2: 7,124 shares; 2025Q3: 6,978 shares; 2025Q4: 6,895 shares 6,895 $3.93M 0.09% -83 Timeline IBTK 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: 197,645 shares 197,645 $3.92M 0.09% new 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: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,721 shares; 2025Q2: 17,342 shares; 2025Q3: 17,267 shares; 2025Q4: 17,594 shares 17,594 $3.87M 0.09% +327 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: 61,627 shares; 2024Q4: 44,813 shares; 2025Q1: 48,919 shares; 2025Q2: 68,257 shares; 2025Q3: 68,765 shares; 2025Q4: 60,679 shares 60,679 $3.87M 0.09% -8,086 Timeline MDYV 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: 50,239 shares; 2024Q4: 49,517 shares; 2025Q1: 49,203 shares; 2025Q2: 48,289 shares; 2025Q3: 45,751 shares; 2025Q4: 45,157 shares 45,157 $3.82M 0.08% -594 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,029 shares; 2024Q4: 16,043 shares; 2025Q1: 15,443 shares; 2025Q2: 16,961 shares; 2025Q3: 15,911 shares; 2025Q4: 18,030 shares 18,030 $3.81M 0.08% +2,119 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,942 shares; 2025Q2: 34,692 shares; 2025Q3: 46,222 shares; 2025Q4: 46,724 shares 46,724 $3.79M 0.08% +502 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: 88,011 shares; 2024Q4: 84,966 shares; 2025Q1: 137,766 shares; 2025Q2: 142,764 shares; 2025Q3: 120,731 shares; 2025Q4: 141,845 shares 141,845 $3.75M 0.08% +21,114 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,316 shares; 2025Q1: 12,002 shares; 2025Q2: 14,952 shares; 2025Q3: 14,951 shares; 2025Q4: 16,392 shares 16,392 $3.73M 0.08% +1,441 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,364 shares; 2024Q4: 25,072 shares; 2025Q1: 21,996 shares; 2025Q2: 22,030 shares; 2025Q3: 21,585 shares; 2025Q4: 21,987 shares 21,987 $3.69M 0.08% +402 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,713 shares; 2024Q4: 6,478 shares; 2025Q1: 6,381 shares; 2025Q2: 6,731 shares; 2025Q3: 6,374 shares; 2025Q4: 6,019 shares 6,019 $3.63M 0.08% -355 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: 14,041 shares; 2024Q4: 14,098 shares; 2025Q1: 15,505 shares; 2025Q2: 15,505 shares; 2025Q3: 14,763 shares; 2025Q4: 14,724 shares 14,724 $3.63M 0.08% -39 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: 14,311 shares; 2024Q4: 14,458 shares; 2025Q1: 14,109 shares; 2025Q2: 18,613 shares; 2025Q3: 16,483 shares; 2025Q4: 15,655 shares 15,655 $3.62M 0.08% -828 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,282 shares; 2025Q3: 54,996 shares; 2025Q4: 55,783 shares 55,783 $3.55M 0.08% +787 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,541 shares; 2024Q4: 13,598 shares; 2025Q1: 13,887 shares; 2025Q2: 22,568 shares; 2025Q3: 23,976 shares; 2025Q4: 17,786 shares 17,786 $3.47M 0.08% -6,190 Timeline SLYV 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: 33,379 shares; 2024Q4: 33,524 shares; 2025Q1: 34,992 shares; 2025Q2: 37,194 shares; 2025Q3: 37,773 shares; 2025Q4: 37,920 shares 37,920 $3.45M 0.08% +147 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 7,771 shares; 2025Q1: 9,019 shares; 2025Q2: 9,120 shares; 2025Q3: 9,112 shares; 2025Q4: 9,965 shares 9,965 $3.43M 0.08% +853 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: 169,994 shares; 2024Q4: 95,764 shares; 2025Q1: 60,737 shares; 2025Q2: 59,062 shares; 2025Q3: 49,450 shares; 2025Q4: 67,325 shares 67,325 $3.39M 0.07% +17,875 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: 31,547 shares; 2024Q4: 31,439 shares; 2025Q1: 30,991 shares; 2025Q2: 29,346 shares; 2025Q3: 29,445 shares; 2025Q4: 30,260 shares 30,260 $3.37M 0.07% +815 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,103 shares; 2024Q4: 28,207 shares; 2025Q1: 30,039 shares; 2025Q2: 30,492 shares; 2025Q3: 30,108 shares; 2025Q4: 35,286 shares 35,286 $3.36M 0.07% +5,178 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,070 shares; 2025Q1: 1,055 shares; 2025Q2: 1,017 shares; 2025Q3: 1,007 shares; 2025Q4: 969 shares 969 $3.29M 0.07% -38 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: 18,237 shares; 2024Q4: 18,354 shares; 2025Q1: 16,251 shares; 2025Q2: 15,615 shares; 2025Q3: 15,988 shares; 2025Q4: 13,495 shares 13,495 $3.28M 0.07% -2,493 Timeline SUSA 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: 22,932 shares; 2024Q4: 26,247 shares; 2025Q1: 24,350 shares; 2025Q2: 22,868 shares; 2025Q3: 23,069 shares; 2025Q4: 23,439 shares 23,439 $3.27M 0.07% +370 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,705 shares; 2024Q4: 45,842 shares; 2025Q1: 44,800 shares; 2025Q2: 45,349 shares; 2025Q3: 45,300 shares; 2025Q4: 45,018 shares 45,018 $3.26M 0.07% -282 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,167 shares; 2024Q4: 294,738 shares; 2025Q1: 294,738 shares; 2025Q2: 294,738 shares; 2025Q3: 98,168 shares; 2025Q4: 97,668 shares 97,668 $3.22M 0.07% -500 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: 115,524 shares; 2024Q4: 111,538 shares; 2025Q1: 113,786 shares; 2025Q2: 92,727 shares; 2025Q3: 97,516 shares; 2025Q4: 86,723 shares 86,723 $3.2M 0.07% -10,793 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: 19,127 shares; 2024Q4: 21,388 shares; 2025Q1: 21,353 shares; 2025Q2: 21,647 shares; 2025Q3: 21,647 shares; 2025Q4: 23,057 shares 23,057 $3.18M 0.07% +1,410 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,323 shares; 2024Q4: 51,520 shares; 2025Q1: 51,520 shares; 2025Q2: 51,520 shares; 2025Q3: 51,520 shares; 2025Q4: 51,520 shares 51,520 $3.15M 0.07% 0 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: 41,495 shares; 2024Q4: 58,463 shares; 2025Q1: 57,707 shares; 2025Q2: 57,700 shares; 2025Q3: 56,389 shares; 2025Q4: 46,699 shares 46,699 $3.1M 0.07% -9,690 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,052 shares; 2024Q4: 9,434 shares; 2025Q1: 9,243 shares; 2025Q2: 9,142 shares; 2025Q3: 8,853 shares; 2025Q4: 8,844 shares 8,844 $3.01M 0.07% -9 Timeline XJR 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: 54,577 shares; 2024Q4: 59,639 shares; 2025Q1: 69,679 shares; 2025Q2: 67,347 shares; 2025Q3: 70,755 shares; 2025Q4: 68,842 shares 68,842 $2.93M 0.06% -1,913 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: 50,964 shares; 2024Q4: 57,178 shares; 2025Q1: 57,363 shares; 2025Q2: 58,076 shares; 2025Q3: 57,982 shares; 2025Q4: 61,882 shares 61,882 $2.9M 0.06% +3,900 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,955 shares; 2024Q4: 45,955 shares; 2025Q1: 45,955 shares; 2025Q2: 45,955 shares; 2025Q3: 45,955 shares; 2025Q4: 45,955 shares 45,955 $2.82M 0.06% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,404 shares; 2024Q4: 22,646 shares; 2025Q1: 23,023 shares; 2025Q2: 22,679 shares; 2025Q3: 24,453 shares; 2025Q4: 20,484 shares 20,484 $2.79M 0.06% -3,969 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: 9,142 shares; 2024Q4: 9,216 shares; 2025Q1: 13,237 shares; 2025Q2: 30,881 shares; 2025Q3: 30,945 shares; 2025Q4: 29,484 shares 29,484 $2.75M 0.06% -1,461 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: 43,716 shares; 2024Q4: 47,177 shares; 2025Q1: 49,749 shares; 2025Q2: 59,085 shares; 2025Q3: 29,044 shares; 2025Q4: 26,080 shares 26,080 $2.75M 0.06% -2,964 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 3,927 shares; 2025Q1: 4,120 shares; 2025Q2: 4,380 shares; 2025Q3: 19,411 shares; 2025Q4: 19,410 shares 19,410 $2.74M 0.06% -1 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: 3,920 shares; 2024Q4: 4,074 shares; 2025Q1: 4,426 shares; 2025Q2: 4,240 shares; 2025Q3: 5,201 shares; 2025Q4: 4,666 shares 4,666 $2.66M 0.06% -535 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: 151,098 shares; 2024Q4: 155,967 shares; 2025Q1: 159,287 shares; 2025Q2: 166,562 shares; 2025Q3: 158,900 shares; 2025Q4: 88,500 shares 88,500 $2.65M 0.06% -70,400 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,186 shares; 2024Q4: 13,422 shares; 2025Q1: 4,034 shares; 2025Q2: 3,601 shares; 2025Q3: 3,479 shares; 2025Q4: 3,374 shares 3,374 $2.6M 0.06% -105 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: 10,132 shares; 2024Q4: 11,508 shares; 2025Q1: 11,746 shares; 2025Q2: 11,741 shares; 2025Q3: 11,835 shares; 2025Q4: 5,777 shares 5,777 $2.6M 0.06% -6,058 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: 438,777 shares; 2024Q4: 603,985 shares; 2025Q1: 279,125 shares; 2025Q2: 76,010 shares; 2025Q3: 80,525 shares; 2025Q4: 88,718 shares 88,718 $2.6M 0.06% +8,193 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: 43,529 shares; 2024Q4: 44,206 shares; 2025Q1: 44,170 shares; 2025Q2: 46,961 shares; 2025Q3: 52,453 shares; 2025Q4: 55,719 shares 55,719 $2.59M 0.06% +3,266 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: 23,788 shares; 2024Q4: 23,721 shares; 2025Q1: 23,767 shares; 2025Q2: 32,224 shares; 2025Q3: 31,835 shares; 2025Q4: 30,563 shares 30,563 $2.57M 0.06% -1,272 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: 244,175 shares; 2024Q4: 90,215 shares; 2025Q1: 54,387 shares; 2025Q2: 63,978 shares; 2025Q3: 25,823 shares; 2025Q4: 23,478 shares 23,478 $2.51M 0.06% -2,345 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,130 shares; 2024Q4: 34,397 shares; 2025Q1: 34,047 shares; 2025Q2: 34,510 shares; 2025Q3: 34,497 shares; 2025Q4: 35,749 shares 35,749 $2.48M 0.05% +1,252 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,663 shares; 2025Q1: 6,614 shares; 2025Q2: 6,663 shares; 2025Q3: 19,163 shares; 2025Q4: 12,568 shares 12,568 $2.44M 0.05% -6,595 Timeline JMST 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: 858,245 shares; 2025Q1: 1,036,968 shares; 2025Q2: 680,488 shares; 2025Q3: 59,705 shares; 2025Q4: 46,771 shares 46,771 $2.38M 0.05% -12,934 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: 35,132 shares; 2024Q4: 35,132 shares; 2025Q1: 35,115 shares; 2025Q2: 35,242 shares; 2025Q3: 34,992 shares; 2025Q4: 9,233 shares 9,233 $2.38M 0.05% -25,759 Timeline PLDR PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,108 shares; 2024Q4: 64,020 shares; 2025Q1: 58,481 shares; 2025Q2: 60,503 shares; 2025Q3: 62,652 shares; 2025Q4: 63,803 shares 63,803 $2.37M 0.05% +1,151 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: 26,221 shares; 2024Q4: 24,975 shares; 2025Q1: 22,987 shares; 2025Q2: 21,889 shares; 2025Q3: 19,984 shares; 2025Q4: 19,164 shares 19,164 $2.36M 0.05% -820 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: 12,046 shares; 2024Q4: 12,401 shares; 2025Q1: 5,950 shares; 2025Q2: 5,760 shares; 2025Q3: 18,176 shares; 2025Q4: 20,646 shares 20,646 $2.33M 0.05% +2,470 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: 25,254 shares; 2024Q4: 23,888 shares; 2025Q1: 20,439 shares; 2025Q2: 22,268 shares; 2025Q3: 4,751 shares; 2025Q4: 23,404 shares 23,404 $2.32M 0.05% +18,653 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,170 shares; 2024Q4: 7,266 shares; 2025Q1: 7,797 shares; 2025Q2: 7,699 shares; 2025Q3: 8,741 shares; 2025Q4: 9,455 shares 9,455 $2.28M 0.05% +714 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 5,316 shares; 2025Q2: 40,853 shares; 2025Q3: 33,789 shares; 2025Q4: 25,628 shares 25,628 $2.24M 0.05% -8,161 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,195 shares; 2024Q4: 81,156 shares; 2025Q1: 82,753 shares; 2025Q2: 25,851 shares; 2025Q3: 25,030 shares; 2025Q4: 22,911 shares 22,911 $2.24M 0.05% -2,119 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: 21,681 shares; 2024Q4: 21,681 shares; 2025Q1: 11,186 shares; 2025Q2: 6,472 shares; 2025Q3: 6,453 shares; 2025Q4: 6,453 shares 6,453 $2.21M 0.05% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 434 shares; 2025Q1: 488 shares; 2025Q2: 487 shares; 2025Q3: 557 shares; 2025Q4: 413 shares 413 $2.21M 0.05% -144 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: 32,025 shares; 2024Q4: 32,804 shares; 2025Q1: 36,783 shares; 2025Q2: 35,560 shares; 2025Q3: 46,297 shares; 2025Q4: 52,150 shares 52,150 $2.18M 0.05% +5,853 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: 5,835 shares; 2024Q4: 6,012 shares; 2025Q1: 6,349 shares; 2025Q2: 6,084 shares; 2025Q3: 12,560 shares; 2025Q4: 10,564 shares 10,564 $2.17M 0.05% -1,996 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: 19,938 shares; 2024Q4: 22,106 shares; 2025Q1: 22,145 shares; 2025Q2: 22,378 shares; 2025Q3: 22,447 shares; 2025Q4: 20,386 shares 20,386 $2.14M 0.05% -2,061 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: not reported; 2025Q2: 1,948 shares; 2025Q3: 2,563 shares; 2025Q4: 3,042 shares 3,042 $2.06M 0.05% +479 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,893 shares; 2024Q4: 19,357 shares; 2025Q1: 26,194 shares; 2025Q2: 27,212 shares; 2025Q3: 26,890 shares; 2025Q4: 43,009 shares 43,009 $2.05M 0.05% +16,119 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,696 shares; 2024Q4: 61,599 shares; 2025Q1: 58,420 shares; 2025Q2: 60,621 shares; 2025Q3: 57,566 shares; 2025Q4: 50,265 shares 50,265 $2.03M 0.04% -7,301 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: 5,680 shares; 2024Q4: 5,963 shares; 2025Q1: 10,123 shares; 2025Q2: 10,703 shares; 2025Q3: 12,121 shares; 2025Q4: 14,426 shares 14,426 $1.99M 0.04% +2,305 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,160 shares; 2025Q1: 5,532 shares; 2025Q2: 5,332 shares; 2025Q3: 7,605 shares; 2025Q4: 10,313 shares 10,313 $1.97M 0.04% +2,708 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares 4,200 $1.97M 0.04% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,728 shares; 2024Q4: 8,881 shares; 2025Q1: 8,021 shares; 2025Q2: 9,222 shares; 2025Q3: 9,033 shares; 2025Q4: 10,093 shares 10,093 $1.95M 0.04% +1,060 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: 14,927 shares; 2024Q4: 15,198 shares; 2025Q1: 17,157 shares; 2025Q2: 16,566 shares; 2025Q3: 21,456 shares; 2025Q4: 23,973 shares 23,973 $1.93M 0.04% +2,517 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,653 shares; 2024Q4: 57,812 shares; 2025Q1: 63,012 shares; 2025Q2: 57,812 shares; 2025Q3: 57,812 shares; 2025Q4: 58,524 shares 58,524 $1.91M 0.04% +712 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,698 shares; 2025Q3: 7,605 shares; 2025Q4: 7,323 shares 7,323 $1.9M 0.04% -282 Timeline SCHA 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: 36,131 shares; 2024Q4: 71,743 shares; 2025Q1: 71,844 shares; 2025Q2: 68,694 shares; 2025Q3: 65,522 shares; 2025Q4: 66,376 shares 66,376 $1.89M 0.04% +854 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: 34,482 shares; 2024Q4: 34,651 shares; 2025Q1: 34,651 shares; 2025Q2: 34,502 shares; 2025Q3: 34,515 shares; 2025Q4: 21,533 shares 21,533 $1.88M 0.04% -12,982 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 2,012 shares; 2025Q1: 2,043 shares; 2025Q2: 2,235 shares; 2025Q3: 2,214 shares; 2025Q4: 2,271 shares 2,271 $1.86M 0.04% +57 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: 9,447 shares; 2024Q4: 9,689 shares; 2025Q1: 10,331 shares; 2025Q2: 10,131 shares; 2025Q3: 11,245 shares; 2025Q4: 7,074 shares 7,074 $1.86M 0.04% -4,171 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: 73,777 shares; 2024Q4: 75,950 shares; 2025Q1: 76,486 shares; 2025Q2: 77,691 shares; 2025Q3: 52,722 shares; 2025Q4: 45,463 shares 45,463 $1.85M 0.04% -7,259 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: 4,342 shares; 2024Q4: 4,014 shares; 2025Q1: 4,172 shares; 2025Q2: 3,910 shares; 2025Q3: 3,915 shares; 2025Q4: 3,966 shares 3,966 $1.85M 0.04% +51 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: 6,043 shares; 2024Q4: 6,216 shares; 2025Q1: 6,729 shares; 2025Q2: 6,516 shares; 2025Q3: 8,820 shares; 2025Q4: 9,899 shares 9,899 $1.84M 0.04% +1,079 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,305 shares; 2025Q1: 62,468 shares; 2025Q2: 43,494 shares; 2025Q3: not reported; 2025Q4: 137,341 shares 137,341 $1.82M 0.04% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,927 shares; 2024Q4: 132,443 shares; 2025Q1: 128,537 shares; 2025Q2: 125,364 shares; 2025Q3: 114,649 shares; 2025Q4: 113,339 shares 113,339 $1.8M 0.04% -1,310 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,876 shares; 2025Q2: 8,919 shares; 2025Q3: 7,997 shares; 2025Q4: 4,027 shares 4,027 $1.8M 0.04% -3,970 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: 8,006 shares; 2024Q4: 8,250 shares; 2025Q1: 8,147 shares; 2025Q2: 8,580 shares; 2025Q3: 8,604 shares; 2025Q4: 9,033 shares 9,033 $1.79M 0.04% +429 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: 11,010 shares; 2024Q4: 10,930 shares; 2025Q1: 10,434 shares; 2025Q2: 9,949 shares; 2025Q3: 9,101 shares; 2025Q4: 8,432 shares 8,432 $1.79M 0.04% -669 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 5,705 shares; 2025Q1: 6,285 shares; 2025Q2: 6,091 shares; 2025Q3: 7,821 shares; 2025Q4: 8,727 shares 8,727 $1.78M 0.04% +906 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: 9,364 shares; 2024Q4: 6,352 shares; 2025Q1: 6,914 shares; 2025Q2: 8,096 shares; 2025Q3: 9,713 shares; 2025Q4: 11,015 shares 11,015 $1.77M 0.04% +1,302 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,673 shares; 2025Q3: 19,536 shares; 2025Q4: 19,690 shares 19,690 $1.72M 0.04% +154 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 704 shares; 2025Q1: 753 shares; 2025Q2: 733 shares; 2025Q3: 940 shares; 2025Q4: 1,702 shares 1,702 $1.72M 0.04% +762 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,728 shares; 2024Q4: 29,001 shares; 2025Q1: 29,801 shares; 2025Q2: 26,738 shares; 2025Q3: 22,738 shares; 2025Q4: 18,465 shares 18,465 $1.71M 0.04% -4,273 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: 6,286 shares; 2024Q4: 1,677 shares; 2025Q1: 1,793 shares; 2025Q2: 3,214 shares; 2025Q3: 4,085 shares; 2025Q4: 4,717 shares 4,717 $1.65M 0.04% +632 Timeline SCHE 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: 54,712 shares; 2024Q4: 52,248 shares; 2025Q1: 54,174 shares; 2025Q2: 50,199 shares; 2025Q3: 50,199 shares; 2025Q4: 50,347 shares 50,347 $1.65M 0.04% +148 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: 70,131 shares; 2024Q4: 71,330 shares; 2025Q1: 76,163 shares; 2025Q2: 35,960 shares; 2025Q3: 33,217 shares; 2025Q4: 17,013 shares 17,013 $1.62M 0.04% -16,204 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,774 shares; 2024Q4: 64,119 shares; 2025Q1: 64,119 shares; 2025Q2: 63,541 shares; 2025Q3: 57,341 shares; 2025Q4: 27,022 shares 27,022 $1.62M 0.04% -30,319 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 4,963 shares; 2025Q1: 5,386 shares; 2025Q2: 5,464 shares; 2025Q3: 5,452 shares; 2025Q4: 5,835 shares 5,835 $1.61M 0.04% +383 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,289 shares; 2024Q4: 42,782 shares; 2025Q1: 41,352 shares; 2025Q2: 39,451 shares; 2025Q3: 37,482 shares; 2025Q4: 38,023 shares 38,023 $1.58M 0.04% +541 Timeline CWI 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: 44,556 shares; 2024Q4: 44,256 shares; 2025Q1: 44,256 shares; 2025Q2: 44,256 shares; 2025Q3: 44,256 shares; 2025Q4: 43,881 shares 43,881 $1.58M 0.03% -375 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,277 shares; 2024Q4: 19,446 shares; 2025Q1: 20,246 shares; 2025Q2: 20,104 shares; 2025Q3: 20,104 shares; 2025Q4: 14,204 shares 14,204 $1.57M 0.03% -5,900 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: 4,156 shares; 2024Q4: 4,156 shares; 2025Q1: 4,161 shares; 2025Q2: 8,294 shares; 2025Q3: 34,648 shares; 2025Q4: 38,447 shares 38,447 $1.54M 0.03% +3,799 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,649 shares; 2024Q4: 58,946 shares; 2025Q1: 63,077 shares; 2025Q2: 63,388 shares; 2025Q3: 60,158 shares; 2025Q4: 58,808 shares 58,808 $1.54M 0.03% -1,350 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: 20,070 shares; 2024Q4: 20,084 shares; 2025Q1: 20,083 shares; 2025Q2: 20,106 shares; 2025Q3: 20,122 shares; 2025Q4: 20,106 shares 20,106 $1.54M 0.03% -16 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,459 shares; 2024Q4: 9,615 shares; 2025Q1: 11,096 shares; 2025Q2: 12,341 shares; 2025Q3: 12,362 shares; 2025Q4: 12,636 shares 12,636 $1.53M 0.03% +274 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: 12,467 shares; 2024Q4: 12,837 shares; 2025Q1: 14,258 shares; 2025Q2: 13,805 shares; 2025Q3: 17,924 shares; 2025Q4: 20,524 shares 20,524 $1.52M 0.03% +2,600 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 7,946 shares 7,946 $1.5M 0.03% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,851 shares; 2024Q4: 61,207 shares; 2025Q1: 61,812 shares; 2025Q2: 61,289 shares; 2025Q3: 61,289 shares; 2025Q4: 39,589 shares 39,589 $1.47M 0.03% -21,700 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,199 shares; 2024Q4: 26,868 shares; 2025Q1: 26,869 shares; 2025Q2: 25,913 shares; 2025Q3: 24,489 shares; 2025Q4: 18,033 shares 18,033 $1.47M 0.03% -6,456 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,196 shares; 2025Q2: 12,825 shares; 2025Q3: 16,803 shares; 2025Q4: 18,808 shares 18,808 $1.46M 0.03% +2,005 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: 2,509 shares; 2024Q4: 2,524 shares; 2025Q1: 3,199 shares; 2025Q2: 3,299 shares; 2025Q3: 3,299 shares; 2025Q4: 3,071 shares 3,071 $1.45M 0.03% -228 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: 36,226 shares; 2024Q4: 36,767 shares; 2025Q1: 36,264 shares; 2025Q2: 35,880 shares; 2025Q3: 32,289 shares; 2025Q4: 31,157 shares 31,157 $1.44M 0.03% -1,132 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: 41,660 shares; 2024Q4: 162,212 shares; 2025Q1: 94,714 shares; 2025Q2: 60,779 shares; 2025Q3: 61,726 shares; 2025Q4: 56,238 shares 56,238 $1.44M 0.03% -5,488 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: not reported; 2024Q4: not reported; 2025Q1: 10,666 shares; 2025Q2: 10,437 shares; 2025Q3: 12,337 shares; 2025Q4: 13,336 shares 13,336 $1.43M 0.03% +999 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,371 shares; 2024Q4: 68,174 shares; 2025Q1: 86,639 shares; 2025Q2: 57,531 shares; 2025Q3: 40,955 shares; 2025Q4: 41,707 shares 41,707 $1.41M 0.03% +752 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: 3,460 shares; 2024Q4: 3,520 shares; 2025Q1: 3,667 shares; 2025Q2: 4,729 shares; 2025Q3: 4,707 shares; 2025Q4: 3,334 shares 3,334 $1.41M 0.03% -1,373 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,859 shares; 2024Q4: 7,764 shares; 2025Q1: 7,606 shares; 2025Q2: 7,628 shares; 2025Q3: 7,485 shares; 2025Q4: 7,427 shares 7,427 $1.37M 0.03% -58 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: 19,327 shares; 2024Q4: 19,814 shares; 2025Q1: 18,695 shares; 2025Q2: 19,523 shares; 2025Q3: 19,446 shares; 2025Q4: 20,438 shares 20,438 $1.37M 0.03% +992 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: 4,934 shares; 2024Q4: 5,043 shares; 2025Q1: 6,468 shares; 2025Q2: 6,468 shares; 2025Q3: 6,468 shares; 2025Q4: 6,468 shares 6,468 $1.36M 0.03% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 8,392 shares; 2025Q1: 9,065 shares; 2025Q2: 8,757 shares; 2025Q3: 11,558 shares; 2025Q4: 13,001 shares 13,001 $1.35M 0.03% +1,443 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: 12,242 shares; 2024Q4: 12,613 shares; 2025Q1: 12,139 shares; 2025Q2: 12,739 shares; 2025Q3: 11,434 shares; 2025Q4: 11,229 shares 11,229 $1.32M 0.03% -205 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: 4,248 shares; 2024Q4: 4,348 shares; 2025Q1: 4,454 shares; 2025Q2: 4,685 shares; 2025Q3: 4,515 shares; 2025Q4: 4,547 shares 4,547 $1.32M 0.03% +32 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 7,375 shares; 2025Q1: 7,733 shares; 2025Q2: 6,400 shares; 2025Q3: 7,308 shares; 2025Q4: 4,446 shares 4,446 $1.32M 0.03% -2,862 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: 7,810 shares; 2024Q4: 7,928 shares; 2025Q1: 7,710 shares; 2025Q2: 8,520 shares; 2025Q3: 8,731 shares; 2025Q4: 8,501 shares 8,501 $1.32M 0.03% -230 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 4,540 shares 4,540 $1.31M 0.03% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,139 shares; 2024Q4: 16,359 shares; 2025Q1: 27,736 shares; 2025Q2: 28,935 shares; 2025Q3: 27,056 shares; 2025Q4: 26,942 shares 26,942 $1.31M 0.03% -114 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,255 shares; 2025Q1: 4,297 shares; 2025Q2: 4,227 shares; 2025Q3: 4,462 shares; 2025Q4: 4,473 shares 4,473 $1.29M 0.03% +11 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,000 shares; 2025Q4: 180,000 shares 180,000 $1.29M 0.03% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,517 shares; 2024Q4: 15,035 shares; 2025Q1: 14,714 shares; 2025Q2: 14,528 shares; 2025Q3: 17,471 shares; 2025Q4: 17,104 shares 17,104 $1.26M 0.03% -367 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,175 shares; 2024Q4: 26,509 shares; 2025Q1: 22,193 shares; 2025Q2: 21,515 shares; 2025Q3: 21,271 shares; 2025Q4: 21,105 shares 21,105 $1.26M 0.03% -166 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: 9,311 shares; 2024Q4: 9,243 shares; 2025Q1: 8,811 shares; 2025Q2: 9,884 shares; 2025Q3: 9,460 shares; 2025Q4: 9,411 shares 9,411 $1.26M 0.03% -49 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: 8,605 shares; 2024Q4: 8,500 shares; 2025Q1: 8,149 shares; 2025Q2: 8,133 shares; 2025Q3: 9,065 shares; 2025Q4: 8,026 shares 8,026 $1.24M 0.03% -1,039 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 5,069 shares; 2025Q1: 4,821 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 10,340 shares 10,340 $1.23M 0.03% +5,340 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,137 shares; 2024Q4: 43,404 shares; 2025Q1: 43,404 shares; 2025Q2: 43,000 shares; 2025Q3: 43,013 shares; 2025Q4: 26,800 shares 26,800 $1.21M 0.03% -16,213 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 402 shares; 2025Q1: 466 shares; 2025Q2: 464 shares; 2025Q3: 453 shares; 2025Q4: 2,132 shares 2,132 $1.21M 0.03% +1,679 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: 21,504 shares; 2024Q4: 21,808 shares; 2025Q1: 21,965 shares; 2025Q2: 21,552 shares; 2025Q3: 10,249 shares; 2025Q4: 17,953 shares 17,953 $1.2M 0.03% +7,704 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 9,780 shares; 2025Q1: 9,621 shares; 2025Q2: 14,375 shares; 2025Q3: 13,702 shares; 2025Q4: 26,840 shares 26,840 $1.2M 0.03% +13,138 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 5,323 shares; 2025Q1: 5,242 shares; 2025Q2: 4,937 shares; 2025Q3: 4,883 shares; 2025Q4: 4,679 shares 4,679 $1.2M 0.03% -204 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,900 shares; 2025Q1: 3,109 shares; 2025Q2: 2,194 shares; 2025Q3: 1,899 shares; 2025Q4: 2,146 shares 2,146 $1.19M 0.03% +247 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: 4,502 shares; 2024Q4: 4,502 shares; 2025Q1: 7,063 shares; 2025Q2: 6,717 shares; 2025Q3: 6,513 shares; 2025Q4: 6,412 shares 6,412 $1.18M 0.03% -101 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,870 shares; 2025Q2: 12,592 shares; 2025Q3: 24,422 shares; 2025Q4: 22,890 shares 22,890 $1.15M 0.03% -1,532 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,896 shares; 2025Q1: 2,417 shares; 2025Q2: 2,216 shares; 2025Q3: 2,816 shares; 2025Q4: 3,166 shares 3,166 $1.14M 0.03% +350 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 5,814 shares; 2025Q1: 5,814 shares; 2025Q2: 18,700 shares; 2025Q3: 5,814 shares; 2025Q4: 19,800 shares 19,800 $1.13M 0.03% +13,986 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: 3,569 shares; 2024Q4: 3,572 shares; 2025Q1: 3,506 shares; 2025Q2: 3,401 shares; 2025Q3: 3,368 shares; 2025Q4: 3,360 shares 3,360 $1.13M 0.03% -8 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: 4,004 shares; 2024Q4: 4,484 shares; 2025Q1: 4,490 shares; 2025Q2: 5,264 shares; 2025Q3: 4,546 shares; 2025Q4: 4,578 shares 4,578 $1.13M 0.03% +32 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,577 shares; 2024Q4: 33,227 shares; 2025Q1: 28,420 shares; 2025Q2: 25,499 shares; 2025Q3: 25,696 shares; 2025Q4: 24,926 shares 24,926 $1.12M 0.02% -770 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: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 2,992 shares; 2025Q2: 3,871 shares; 2025Q3: 3,888 shares; 2025Q4: 3,609 shares 3,609 $1.11M 0.02% -279 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: 16,813 shares; 2024Q4: 6,966 shares; 2025Q1: 7,170 shares; 2025Q2: 6,708 shares; 2025Q3: 5,732 shares; 2025Q4: 6,331 shares 6,331 $1.11M 0.02% +599 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,409 shares; 2024Q4: 90,197 shares; 2025Q1: 90,197 shares; 2025Q2: 96,572 shares; 2025Q3: 89,872 shares; 2025Q4: 56,072 shares 56,072 $1.11M 0.02% -33,800 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,598 shares; 2024Q4: 18,081 shares; 2025Q1: 19,229 shares; 2025Q2: 34,031 shares; 2025Q3: 27,813 shares; 2025Q4: 54,032 shares 54,032 $1.11M 0.02% +26,219 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,601 shares; 2024Q4: 8,968 shares; 2025Q1: 10,197 shares; 2025Q2: 10,300 shares; 2025Q3: 22,724 shares; 2025Q4: 25,200 shares 25,200 $1.09M 0.02% +2,476 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: 54,665 shares; 2024Q4: 53,374 shares; 2025Q1: 55,214 shares; 2025Q2: 55,233 shares; 2025Q3: 54,073 shares; 2025Q4: 43,360 shares 43,360 $1.08M 0.02% -10,713 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,183 shares; 2024Q4: 7,996 shares; 2025Q1: 8,656 shares; 2025Q2: 8,400 shares; 2025Q3: 11,025 shares; 2025Q4: 12,431 shares 12,431 $1.06M 0.02% +1,406 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS 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: 36,503 shares; 2025Q3: 29,524 shares; 2025Q4: 47,342 shares 47,342 $1.06M 0.02% +17,818 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,523 shares; 2025Q1: 8,503 shares; 2025Q2: 8,553 shares; 2025Q3: 38,422 shares; 2025Q4: 28,516 shares 28,516 $1.06M 0.02% -9,906 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: 14,641 shares; 2024Q4: 15,092 shares; 2025Q1: 16,828 shares; 2025Q2: 16,357 shares; 2025Q3: 21,241 shares; 2025Q4: 24,028 shares 24,028 $1.05M 0.02% +2,787 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,396 shares; 2024Q4: 47,651 shares; 2025Q1: 53,551 shares; 2025Q2: 41,312 shares; 2025Q3: 45,312 shares; 2025Q4: 33,312 shares 33,312 $1.05M 0.02% -12,000 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: 15,987 shares 15,987 $1.05M 0.02% new Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,547 shares; 2024Q4: 38,759 shares; 2025Q1: 38,759 shares; 2025Q2: 38,410 shares; 2025Q3: 38,410 shares; 2025Q4: 23,910 shares 23,910 $1.05M 0.02% -14,500 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV 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: 50,000 shares; 2025Q4: 50,200 shares 50,200 $1.04M 0.02% +200 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,249 shares; 2024Q4: 31,291 shares; 2025Q1: 32,446 shares; 2025Q2: 22,608 shares; 2025Q3: 11,090 shares; 2025Q4: 11,079 shares 11,079 $1.02M 0.02% -11 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,207 shares; 2024Q4: 84,900 shares; 2025Q1: 68,379 shares; 2025Q2: 67,771 shares; 2025Q3: 67,771 shares; 2025Q4: 42,071 shares 42,071 $1.02M 0.02% -25,700 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,736 shares 49,736 $1.02M 0.02% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,306 shares; 2025Q3: 2,181 shares; 2025Q4: 2,080 shares 2,080 $1000K 0.02% -101 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,663 shares; 2024Q4: 11,537 shares; 2025Q1: 13,294 shares; 2025Q2: 13,718 shares; 2025Q3: 12,178 shares; 2025Q4: 12,306 shares 12,306 $985K 0.02% +128 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: 6,909 shares; 2024Q4: 6,909 shares; 2025Q1: 6,909 shares; 2025Q2: 6,909 shares; 2025Q3: 6,879 shares; 2025Q4: 6,879 shares 6,879 $970K 0.02% 0 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: 4,702 shares; 2024Q4: 4,560 shares; 2025Q1: 4,699 shares; 2025Q2: 5,218 shares; 2025Q3: 4,820 shares; 2025Q4: 4,524 shares 4,524 $968K 0.02% -296 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: 1,356 shares; 2025Q3: 1,432 shares; 2025Q4: 1,472 shares 1,472 $962K 0.02% +40 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,908 shares; 2024Q4: 23,008 shares; 2025Q1: 23,008 shares; 2025Q2: 22,800 shares; 2025Q3: 22,800 shares; 2025Q4: 14,200 shares 14,200 $959K 0.02% -8,600 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: 5,553 shares; 2024Q4: 5,550 shares; 2025Q1: 5,561 shares; 2025Q2: 5,563 shares; 2025Q3: 5,563 shares; 2025Q4: 5,563 shares 5,563 $939K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,288 shares; 2025Q3: 7,554 shares; 2025Q4: 11,005 shares 11,005 $935K 0.02% +3,451 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 9,151 shares; 2025Q1: 5,773 shares; 2025Q2: 5,789 shares; 2025Q3: 3,589 shares; 2025Q4: 7,418 shares 7,418 $934K 0.02% +3,829 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: 14,101 shares; 2024Q4: 13,799 shares; 2025Q1: 16,674 shares; 2025Q2: 16,474 shares; 2025Q3: 16,503 shares; 2025Q4: 11,520 shares 11,520 $914K 0.02% -4,983 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: 15,191 shares; 2024Q4: 11,968 shares; 2025Q1: 11,325 shares; 2025Q2: 11,325 shares; 2025Q3: 10,975 shares; 2025Q4: 10,781 shares 10,781 $913K 0.02% -194 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: 36,090 shares; 2024Q4: 37,293 shares; 2025Q1: 40,110 shares; 2025Q2: 41,198 shares; 2025Q3: 32,619 shares; 2025Q4: 37,814 shares 37,814 $908K 0.02% +5,195 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 6,274 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 6,413 shares 6,413 $907K 0.02% +139 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,952 shares; 2025Q3: 3,903 shares; 2025Q4: 4,463 shares 4,463 $897K 0.02% +560 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,543 shares; 2024Q4: 35,478 shares; 2025Q1: 35,420 shares; 2025Q2: 39,055 shares; 2025Q3: 32,203 shares; 2025Q4: 32,007 shares 32,007 $896K 0.02% -196 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,498 shares; 2025Q1: 10,568 shares; 2025Q2: 7,900 shares; 2025Q3: 11,600 shares; 2025Q4: 12,300 shares 12,300 $892K 0.02% +700 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,801 shares; 2025Q1: 14,201 shares; 2025Q2: 16,101 shares; 2025Q3: 17,001 shares; 2025Q4: 18,501 shares 18,501 $890K 0.02% +1,500 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,805 shares; 2025Q3: 4,805 shares; 2025Q4: 4,805 shares 4,805 $886K 0.02% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,682 shares; 2024Q4: 13,337 shares; 2025Q1: 46,720 shares; 2025Q2: 46,720 shares; 2025Q3: 48,020 shares; 2025Q4: 46,720 shares 46,720 $885K 0.02% -1,300 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,618 shares; 2024Q4: 15,051 shares; 2025Q1: 19,069 shares; 2025Q2: 21,321 shares; 2025Q3: 18,936 shares; 2025Q4: 17,977 shares 17,977 $882K 0.02% -959 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,600 shares; 2025Q4: 44,400 shares 44,400 $877K 0.02% +2,800 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM 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: 47,200 shares; 2025Q3: 49,100 shares; 2025Q4: 46,100 shares 46,100 $869K 0.02% -3,000 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,536 shares; 2024Q4: 25,936 shares; 2025Q1: 25,936 shares; 2025Q2: 26,736 shares; 2025Q3: 27,836 shares; 2025Q4: 27,836 shares 27,836 $867K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 5,886 shares; 2025Q2: 6,022 shares; 2025Q3: 6,022 shares; 2025Q4: 6,022 shares 6,022 $863K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,928 shares; 2025Q1: 2,874 shares; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,710 shares 2,710 $853K 0.02% 0 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,885 shares; 2025Q2: 46,552 shares; 2025Q3: 23,085 shares; 2025Q4: 35,252 shares 35,252 $850K 0.02% +12,167 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 22,500 shares 22,500 $843K 0.02% +2,500 Timeline ARGX ARGENX SE More: the full row for ARGENX 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: 1,001 shares; 2025Q4: 1,000 shares 1,000 $841K 0.02% -1 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,715 shares; 2024Q4: 23,715 shares; 2025Q1: 21,815 shares; 2025Q2: 21,800 shares; 2025Q3: 19,815 shares; 2025Q4: 19,800 shares 19,800 $841K 0.02% -15 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,192 shares; 2025Q2: 31,192 shares; 2025Q3: not reported; 2025Q4: 31,992 shares 31,992 $839K 0.02% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 5,958 shares; 2025Q1: 5,958 shares; 2025Q2: 5,900 shares; 2025Q3: 5,904 shares; 2025Q4: 3,700 shares 3,700 $832K 0.02% -2,204 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,833 shares; 2024Q4: 39,712 shares; 2025Q1: 67,966 shares; 2025Q2: 72,661 shares; 2025Q3: 61,789 shares; 2025Q4: 62,882 shares 62,882 $831K 0.02% +1,093 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: not reported; 2024Q4: not reported; 2025Q1: 11,693 shares; 2025Q2: 25,370 shares; 2025Q3: 28,328 shares; 2025Q4: 20,529 shares 20,529 $830K 0.02% -7,799 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $827K 0.02% 0 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,003 shares; 2024Q4: 13,303 shares; 2025Q1: 13,303 shares; 2025Q2: 13,303 shares; 2025Q3: 13,303 shares; 2025Q4: 13,603 shares 13,603 $822K 0.02% +300 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 13,116 shares; 2025Q1: 11,622 shares; 2025Q2: 7,276 shares; 2025Q3: 16,412 shares; 2025Q4: 5,722 shares 5,722 $821K 0.02% -10,690 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,504 shares; 2024Q4: 14,504 shares; 2025Q1: 14,504 shares; 2025Q2: 13,542 shares; 2025Q3: 12,671 shares; 2025Q4: 12,671 shares 12,671 $816K 0.02% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,205 shares; 2024Q4: 39,355 shares; 2025Q1: 39,355 shares; 2025Q2: 39,000 shares; 2025Q3: 39,000 shares; 2025Q4: 24,200 shares 24,200 $812K 0.02% -14,800 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,100 shares; 2025Q2: 25,100 shares; 2025Q3: 27,700 shares; 2025Q4: 21,900 shares 21,900 $810K 0.02% -5,800 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,500 shares; 2025Q2: 48,900 shares; 2025Q3: 42,837 shares; 2025Q4: 45,725 shares 45,725 $808K 0.02% +2,888 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: not reported; 2025Q4: 30,136 shares 30,136 $802K 0.02% new Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS 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: 9,875 shares; 2025Q2: 10,300 shares; 2025Q3: not reported; 2025Q4: 10,500 shares 10,500 $802K 0.02% new Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 9,300 shares; 2025Q3: 11,400 shares; 2025Q4: 11,800 shares 11,800 $801K 0.02% +400 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,171 shares; 2025Q3: 8,171 shares; 2025Q4: 8,171 shares 8,171 $799K 0.02% 0 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: not reported; 2025Q1: 12,415 shares; 2025Q2: 19,700 shares; 2025Q3: 20,515 shares; 2025Q4: 21,200 shares 21,200 $784K 0.02% +685 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: 10,653 shares; 2024Q4: 10,659 shares; 2025Q1: 5,030 shares; 2025Q2: 5,021 shares; 2025Q3: 5,025 shares; 2025Q4: 4,856 shares 4,856 $783K 0.02% -169 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,566 shares; 2024Q4: 31,564 shares; 2025Q1: 32,438 shares; 2025Q2: 28,538 shares; 2025Q3: 28,538 shares; 2025Q4: 28,537 shares 28,537 $783K 0.02% -1 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: 11,865 shares 11,865 $776K 0.02% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,388 shares; 2025Q1: 2,950 shares; 2025Q2: 3,498 shares; 2025Q3: 3,024 shares; 2025Q4: 3,711 shares 3,711 $770K 0.02% +687 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,344 shares; 2024Q4: 7,753 shares; 2025Q1: 8,099 shares; 2025Q2: 7,725 shares; 2025Q3: 9,873 shares; 2025Q4: 9,895 shares 9,895 $765K 0.02% +22 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,760 shares; 2024Q4: 21,260 shares; 2025Q1: 21,260 shares; 2025Q2: 22,360 shares; 2025Q3: 23,260 shares; 2025Q4: 23,260 shares 23,260 $757K 0.02% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.02% 0 Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,338 shares 12,338 $750K 0.02% new Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,988 shares; 2025Q4: 68,452 shares 68,452 $750K 0.02% +33,464 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,900 shares; 2024Q4: 22,229 shares; 2025Q1: 22,229 shares; 2025Q2: 22,229 shares; 2025Q3: 22,229 shares; 2025Q4: 22,229 shares 22,229 $748K 0.02% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,683 shares; 2024Q4: 12,281 shares; 2025Q1: 14,745 shares; 2025Q2: 13,546 shares; 2025Q3: 12,221 shares; 2025Q4: 12,395 shares 12,395 $748K 0.02% +174 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,001 shares; 2024Q4: 49,201 shares; 2025Q1: 49,201 shares; 2025Q2: 49,201 shares; 2025Q3: 45,501 shares; 2025Q4: 43,101 shares 43,101 $747K 0.02% -2,400 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST 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: 46,300 shares 46,300 $747K 0.02% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,721 shares 4,721 $745K 0.02% new Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,900 shares; 2025Q4: 38,900 shares 38,900 $744K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,266 shares; 2025Q1: 4,847 shares; 2025Q2: 4,855 shares; 2025Q3: 4,789 shares; 2025Q4: 4,788 shares 4,788 $743K 0.02% -1 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,703 shares; 2025Q1: 27,404 shares; 2025Q2: 28,246 shares; 2025Q3: 35,396 shares; 2025Q4: 38,371 shares 38,371 $742K 0.02% +2,975 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,113 shares; 2025Q4: 100,703 shares 100,703 $737K 0.02% -35,410 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: 7,003 shares; 2024Q4: 10,245 shares; 2025Q1: 10,265 shares; 2025Q2: 7,765 shares; 2025Q3: 9,265 shares; 2025Q4: 5,023 shares 5,023 $736K 0.02% -4,242 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,200 shares; 2025Q1: 13,600 shares; 2025Q2: 34,100 shares; 2025Q3: 26,300 shares; 2025Q4: 20,942 shares 20,942 $735K 0.02% -5,358 Timeline ACR ACRES COMMERCIAL REALTY CORP More: the full row for ACRES COMMERCIAL REALTY 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: 18,300 shares; 2025Q4: 34,194 shares 34,194 $730K 0.02% +15,894 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 3,885 shares; 2025Q1: 3,585 shares; 2025Q2: 3,285 shares; 2025Q3: 4,085 shares; 2025Q4: 3,485 shares 3,485 $725K 0.02% -600 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: 18,262 shares; 2025Q2: 16,262 shares; 2025Q3: 16,262 shares; 2025Q4: 16,270 shares 16,270 $725K 0.02% +8 Timeline IYR 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: 83,173 shares; 2024Q4: 72,354 shares; 2025Q1: 70,249 shares; 2025Q2: 69,494 shares; 2025Q3: 69,494 shares; 2025Q4: 7,718 shares 7,718 $725K 0.02% -61,776 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,937 shares; 2025Q1: 9,637 shares; 2025Q2: 9,037 shares; 2025Q3: 9,037 shares; 2025Q4: 9,037 shares 9,037 $724K 0.02% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,737 shares; 2024Q4: 15,773 shares; 2025Q1: 15,767 shares; 2025Q2: 15,543 shares; 2025Q3: 15,545 shares; 2025Q4: 9,632 shares 9,632 $717K 0.02% -5,913 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 2,700 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 4,779 shares 4,779 $717K 0.02% -621 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,977 shares; 2024Q4: 7,977 shares; 2025Q1: 7,867 shares; 2025Q2: 7,710 shares; 2025Q3: 7,533 shares; 2025Q4: 6,995 shares 6,995 $717K 0.02% -538 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,100 shares; 2024Q4: 22,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares 25,500 $715K 0.02% 0 Timeline KRNY KEARNY FINL CORP MD More: the full row for KEARNY FINL CORP MD 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: 95,925 shares 95,925 $711K 0.02% new Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,700 shares 13,700 $707K 0.02% new Timeline OI O-I GLASS INC More: the full row for O-I GLASS 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: 47,700 shares 47,700 $704K 0.02% new Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,821 shares; 2024Q4: 18,836 shares; 2025Q1: 18,836 shares; 2025Q2: 20,321 shares; 2025Q3: 10,621 shares; 2025Q4: 22,621 shares 22,621 $702K 0.02% +12,000 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,046 shares 4,046 $702K 0.02% new 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $702K 0.02% 0 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: 15,811 shares; 2024Q4: 15,811 shares; 2025Q1: 15,811 shares; 2025Q2: 15,811 shares; 2025Q3: 15,227 shares; 2025Q4: 15,059 shares 15,059 $702K 0.02% -168 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 11,000 shares; 2025Q1: 23,500 shares; 2025Q2: 21,100 shares; 2025Q3: 25,500 shares; 2025Q4: 23,800 shares 23,800 $699K 0.02% -1,700 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,700 shares; 2025Q4: 16,000 shares 16,000 $698K 0.02% -8,700 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,300 shares; 2025Q1: 43,300 shares; 2025Q2: not reported; 2025Q3: 42,200 shares; 2025Q4: 32,500 shares 32,500 $695K 0.02% -9,700 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,207 shares; 2025Q1: 8,407 shares; 2025Q2: 7,100 shares; 2025Q3: 9,110 shares; 2025Q4: 10,000 shares 10,000 $692K 0.02% +890 Timeline OPLN OPENLANE INC More: the full row for OPENLANE 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: 23,100 shares 23,100 $688K 0.02% new Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 16,000 shares; 2025Q2: 17,100 shares; 2025Q3: 17,800 shares; 2025Q4: 17,800 shares 17,800 $686K 0.02% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,504 shares; 2025Q2: 6,400 shares; 2025Q3: not reported; 2025Q4: 6,265 shares 6,265 $685K 0.02% new Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 10,100 shares; 2025Q4: 10,600 shares 10,600 $684K 0.02% +500 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: not reported; 2024Q4: not reported; 2025Q1: 3,318 shares; 2025Q2: 3,318 shares; 2025Q3: 3,318 shares; 2025Q4: 3,270 shares 3,270 $684K 0.02% -48 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,300 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares 5,300 $678K 0.02% 0 Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK 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: 17,600 shares; 2025Q4: 15,929 shares 15,929 $678K 0.02% -1,671 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 4,959 shares; 2025Q1: 4,959 shares; 2025Q2: 4,959 shares; 2025Q3: 4,929 shares; 2025Q4: 4,929 shares 4,929 $675K 0.01% 0 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,046 shares 7,046 $672K 0.01% new Timeline PRLB PROTO LABS INC More: the full row for PROTO 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: 17,300 shares; 2025Q2: 16,200 shares; 2025Q3: 16,200 shares; 2025Q4: 13,281 shares 13,281 $672K 0.01% -2,919 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 14,800 shares 14,800 $667K 0.01% 0 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,192 shares 22,192 $663K 0.01% new Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 11,700 shares; 2025Q1: 10,600 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares 11,200 $659K 0.01% 0 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: 8,057 shares; 2024Q4: 8,057 shares; 2025Q1: 7,942 shares; 2025Q2: 7,942 shares; 2025Q3: 7,949 shares; 2025Q4: 7,942 shares 7,942 $659K 0.01% -7 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: 19,006 shares; 2024Q4: 4,330 shares; 2025Q1: 4,709 shares; 2025Q2: 4,669 shares; 2025Q3: 4,717 shares; 2025Q4: 3,700 shares 3,700 $658K 0.01% -1,017 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,691 shares; 2025Q3: 10,691 shares; 2025Q4: 9,091 shares 9,091 $656K 0.01% -1,600 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 6,800 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,000 shares; 2025Q4: 6,500 shares 6,500 $653K 0.01% +500 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,623 shares; 2025Q4: 13,923 shares 13,923 $651K 0.01% +1,300 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,600 shares; 2025Q4: 11,900 shares 11,900 $642K 0.01% -700 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: 2,547 shares; 2024Q4: 2,547 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,547 shares; 2025Q4: 2,547 shares 2,547 $640K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,506 shares; 2025Q1: 3,926 shares; 2025Q2: 4,857 shares; 2025Q3: 4,857 shares; 2025Q4: 4,857 shares 4,857 $639K 0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,240 shares; 2024Q4: 23,240 shares; 2025Q1: 21,440 shares; 2025Q2: 21,440 shares; 2025Q3: 21,440 shares; 2025Q4: 21,440 shares 21,440 $626K 0.01% 0 Timeline DAN DANA INC More: the full row for DANA 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: 22,900 shares; 2025Q3: 25,600 shares; 2025Q4: 25,600 shares 25,600 $608K 0.01% 0 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS 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: 13,900 shares; 2025Q4: 17,300 shares 17,300 $608K 0.01% +3,400 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,550 shares; 2025Q1: 57,550 shares; 2025Q2: 57,550 shares; 2025Q3: not reported; 2025Q4: 6,981 shares 6,981 $607K 0.01% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,321 shares; 2025Q1: 2,321 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 1,400 shares 1,400 $599K 0.01% -900 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: 15,771 shares; 2024Q4: 15,862 shares; 2025Q1: 15,869 shares; 2025Q2: 15,841 shares; 2025Q3: 15,847 shares; 2025Q4: 16,454 shares 16,454 $596K 0.01% +607 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 3,837 shares; 2025Q1: 3,837 shares; 2025Q2: 4,035 shares; 2025Q3: 3,838 shares; 2025Q4: 2,435 shares 2,435 $596K 0.01% -1,403 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,600 shares; 2025Q3: 48,700 shares; 2025Q4: 48,700 shares 48,700 $595K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,371 shares; 2024Q4: 14,869 shares; 2025Q1: 15,394 shares; 2025Q2: 10,786 shares; 2025Q3: 10,165 shares; 2025Q4: 2,597 shares 2,597 $591K 0.01% -7,568 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,477 shares 5,477 $584K 0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,217 shares; 2024Q4: 7,217 shares; 2025Q1: 7,217 shares; 2025Q2: 8,721 shares; 2025Q3: 8,417 shares; 2025Q4: 12,625 shares 12,625 $579K 0.01% +4,208 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 5,196 shares; 2025Q2: 5,188 shares; 2025Q3: 5,199 shares; 2025Q4: 4,818 shares 4,818 $577K 0.01% -381 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,684 shares; 2025Q3: 6,684 shares; 2025Q4: 13,468 shares 13,468 $575K 0.01% +6,784 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: 1,308 shares; 2024Q4: 1,307 shares; 2025Q1: 1,207 shares; 2025Q2: 1,198 shares; 2025Q3: 1,073 shares; 2025Q4: 1,009 shares 1,009 $571K 0.01% -64 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: 7,006 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 6,978 shares; 2025Q3: 6,991 shares; 2025Q4: 4,378 shares 4,378 $571K 0.01% -2,613 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL 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: 409 shares 409 $570K 0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,758 shares; 2025Q2: 12,482 shares; 2025Q3: 12,505 shares; 2025Q4: 12,482 shares 12,482 $568K 0.01% -23 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $567K 0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,989 shares; 2024Q4: 20,913 shares; 2025Q1: 20,739 shares; 2025Q2: 20,705 shares; 2025Q3: 20,559 shares; 2025Q4: 6,707 shares 6,707 $566K 0.01% -13,852 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: 3,123 shares; 2024Q4: 4,119 shares; 2025Q1: 8,121 shares; 2025Q2: 8,417 shares; 2025Q3: 7,313 shares; 2025Q4: 7,147 shares 7,147 $564K 0.01% -166 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares 7,000 $564K 0.01% new Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,300 shares; 2025Q3: 16,469 shares; 2025Q4: 14,169 shares 14,169 $559K 0.01% -2,300 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,391 shares; 2025Q4: 8,939 shares 8,939 $558K 0.01% +4,548 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,333 shares; 2024Q4: 18,333 shares; 2025Q1: 21,633 shares; 2025Q2: 21,633 shares; 2025Q3: 21,633 shares; 2025Q4: 17,733 shares 17,733 $558K 0.01% -3,900 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,810 shares; 2024Q4: 9,810 shares; 2025Q1: 9,814 shares; 2025Q2: 9,795 shares; 2025Q3: 9,818 shares; 2025Q4: 9,795 shares 9,795 $552K 0.01% -23 Timeline EEMX 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: 12,930 shares; 2024Q4: 12,892 shares; 2025Q1: 12,892 shares; 2025Q2: 12,892 shares; 2025Q3: 12,891 shares; 2025Q4: 12,891 shares 12,891 $550K 0.01% 0 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,679 shares; 2025Q1: 24,779 shares; 2025Q2: 24,779 shares; 2025Q3: 18,679 shares; 2025Q4: 18,679 shares 18,679 $547K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,878 shares; 2025Q1: 3,906 shares; 2025Q2: 3,963 shares; 2025Q3: 4,002 shares; 2025Q4: 3,785 shares 3,785 $543K 0.01% -217 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,800 shares 13,800 $541K 0.01% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,374 shares; 2024Q4: 91,402 shares; 2025Q1: 94,278 shares; 2025Q2: 10,534 shares; 2025Q3: 13,764 shares; 2025Q4: 17,789 shares 17,789 $537K 0.01% +4,025 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,696 shares; 2025Q1: 19,696 shares; 2025Q2: 17,096 shares; 2025Q3: 12,900 shares; 2025Q4: 10,781 shares 10,781 $537K 0.01% -2,119 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,900 shares; 2024Q4: 15,800 shares; 2025Q1: 25,400 shares; 2025Q2: 26,662 shares; 2025Q3: 30,662 shares; 2025Q4: 21,262 shares 21,262 $532K 0.01% -9,400 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,065 shares; 2025Q1: 900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares 1,300 $523K 0.01% new Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,003 shares; 2024Q4: 28,003 shares; 2025Q1: 28,003 shares; 2025Q2: 14,503 shares; 2025Q3: 9,303 shares; 2025Q4: 16,303 shares 16,303 $522K 0.01% +7,000 Timeline GAP GAP INC More: the full row for GAP 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: 9,800 shares; 2025Q2: 13,600 shares; 2025Q3: 20,200 shares; 2025Q4: 20,200 shares 20,200 $517K 0.01% 0 Timeline FNDA 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: 18,712 shares; 2025Q2: 16,312 shares; 2025Q3: 16,312 shares; 2025Q4: 16,353 shares 16,353 $515K 0.01% +41 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: not reported; 2024Q4: not reported; 2025Q1: 7,230 shares; 2025Q2: 8,238 shares; 2025Q3: 8,334 shares; 2025Q4: 8,561 shares 8,561 $515K 0.01% +227 Timeline EHAB ENHABIT INC More: the full row for ENHABIT 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: 55,200 shares; 2025Q4: 55,200 shares 55,200 $509K 0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 4,520 shares 4,520 $498K 0.01% +2,020 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 51,100 shares; 2025Q4: 35,500 shares 35,500 $497K 0.01% -15,600 Timeline VNQI 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: 18,331 shares; 2024Q4: 18,331 shares; 2025Q1: 10,545 shares; 2025Q2: 11,444 shares; 2025Q3: 11,444 shares; 2025Q4: 10,799 shares 10,799 $495K 0.01% -645 Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,441 shares; 2025Q1: 25,900 shares; 2025Q2: 25,600 shares; 2025Q3: 33,300 shares; 2025Q4: 33,300 shares 33,300 $495K 0.01% 0 Timeline BUFC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,963 shares 11,963 $494K 0.01% new Timeline SCHH 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: 17,280 shares; 2024Q4: 19,338 shares; 2025Q1: 25,087 shares; 2025Q2: 23,974 shares; 2025Q3: 23,974 shares; 2025Q4: 23,631 shares 23,631 $494K 0.01% -343 Timeline CALI 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: not reported; 2025Q2: not reported; 2025Q3: 6,735 shares; 2025Q4: 9,775 shares 9,775 $493K 0.01% +3,040 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,672 shares; 2025Q1: 1,705 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,672 shares 1,672 $491K 0.01% -33 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 21,800 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 15,300 shares; 2025Q4: 13,700 shares 13,700 $488K 0.01% -1,600 Timeline CMRE COSTAMARE INC More: the full row for COSTAMARE 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: 30,863 shares; 2025Q2: 44,747 shares; 2025Q3: 23,047 shares; 2025Q4: 30,847 shares 30,847 $487K 0.01% +7,800 Timeline SPYX 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: 25,883 shares; 2024Q4: 29,416 shares; 2025Q1: 32,360 shares; 2025Q2: 15,616 shares; 2025Q3: 15,526 shares; 2025Q4: 8,632 shares 8,632 $485K 0.01% -6,894 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,400 shares; 2024Q4: 17,400 shares; 2025Q1: 17,400 shares; 2025Q2: 17,400 shares; 2025Q3: 17,400 shares; 2025Q4: 17,400 shares 17,400 $484K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,292 shares; 2024Q4: 12,000 shares; 2025Q1: 12,472 shares; 2025Q2: 12,744 shares; 2025Q3: 4,553 shares; 2025Q4: 4,944 shares 4,944 $484K 0.01% +391 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,519 shares; 2025Q4: 53,600 shares 53,600 $480K 0.01% -48,919 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 11,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,027 shares 10,027 $479K 0.01% new 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: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 974 shares 974 $476K 0.01% -1 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,995 shares; 2024Q4: 16,395 shares; 2025Q1: 12,295 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 9,900 shares 9,900 $473K 0.01% -2,300 Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY 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: 75,300 shares; 2025Q2: 69,400 shares; 2025Q3: not reported; 2025Q4: 33,100 shares 33,100 $472K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 952 shares; 2025Q1: 954 shares; 2025Q2: 951 shares; 2025Q3: 952 shares; 2025Q4: 951 shares 951 $466K 0.01% -1 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: 3,990 shares; 2024Q4: 3,990 shares; 2025Q1: 3,990 shares; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares; 2025Q4: 3,127 shares 3,127 $466K 0.01% -102 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS 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: 8,000 shares; 2025Q4: 8,000 shares 8,000 $461K 0.01% 0 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: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,756 shares; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 2,306 shares 2,306 $460K 0.01% -50 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: not reported; 2024Q4: not reported; 2025Q1: 2,106 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,406 shares 2,406 $460K 0.01% 0 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: not reported; 2025Q4: 6,217 shares 6,217 $458K 0.01% new Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,416 shares 8,416 $457K 0.01% new 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: 4,874 shares; 2024Q4: 5,138 shares; 2025Q1: 6,479 shares; 2025Q2: 8,961 shares; 2025Q3: 5,258 shares; 2025Q4: 5,840 shares 5,840 $454K 0.01% +582 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,280 shares 3,280 $450K 0.01% new Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 10,253 shares; 2025Q2: 7,500 shares; 2025Q3: not reported; 2025Q4: 9,047 shares 9,047 $447K 0.01% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,355 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares 3,350 $447K 0.01% 0 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: 1,085 shares; 2024Q4: 1,066 shares; 2025Q1: 2,266 shares; 2025Q2: 2,406 shares; 2025Q3: 2,418 shares; 2025Q4: 2,193 shares 2,193 $445K 0.01% -225 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG 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: 63,208 shares; 2025Q3: 13,585 shares; 2025Q4: 13,585 shares 13,585 $445K 0.01% 0 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,649 shares 8,649 $441K 0.01% new Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,300 shares 16,300 $441K 0.01% new Timeline SNCY SUN CTRY AIRLS HLDGS INC More: the full row for SUN CTRY AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,999 shares; 2025Q1: 21,699 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,100 shares 30,100 $433K 0.01% new Timeline