VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,921,292 shares; 2024Q4: 5,893,008 shares; 2025Q1: 5,856,519 shares; 2025Q2: 5,974,816 shares; 2025Q3: 6,081,724 shares; 2025Q4: 5,658,856 shares 5,658,856 $1.9B 26.65% -422,868 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: 5,958,908 shares; 2024Q4: 5,966,887 shares; 2025Q1: 6,046,783 shares; 2025Q2: 6,366,275 shares; 2025Q3: 6,504,442 shares; 2025Q4: 6,395,496 shares 6,395,496 $572M 8.04% -108,946 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509,696 shares; 2024Q4: 3,517,157 shares; 2025Q1: 3,593,372 shares; 2025Q2: 3,479,204 shares; 2025Q3: 3,447,157 shares; 2025Q4: 3,233,771 shares 3,233,771 $481M 6.75% -213,386 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: 4,319,882 shares; 2024Q4: 4,392,697 shares; 2025Q1: 4,437,300 shares; 2025Q2: 4,770,360 shares; 2025Q3: 5,055,936 shares; 2025Q4: 4,926,140 shares 4,926,140 $308M 4.32% -129,796 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: 4,184,136 shares; 2024Q4: 4,170,307 shares; 2025Q1: 4,165,305 shares; 2025Q2: 4,156,961 shares; 2025Q3: 4,186,255 shares; 2025Q4: 4,062,003 shares 4,062,003 $273M 3.84% -124,252 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: 375,494 shares; 2024Q4: 372,164 shares; 2025Q1: 371,779 shares; 2025Q2: 368,147 shares; 2025Q3: 365,266 shares; 2025Q4: 365,845 shares 365,845 $251M 3.52% +579 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: 221,617 shares; 2024Q4: 221,243 shares; 2025Q1: 225,204 shares; 2025Q2: 228,310 shares; 2025Q3: 228,100 shares; 2025Q4: 227,456 shares 227,456 $155M 2.18% -644 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: 2,601,801 shares; 2024Q4: 2,600,416 shares; 2025Q1: 2,591,451 shares; 2025Q2: 2,732,837 shares; 2025Q3: 2,849,679 shares; 2025Q4: 2,796,885 shares 2,796,885 $150M 2.11% -52,794 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: 302,340 shares; 2024Q4: 294,401 shares; 2025Q1: 289,122 shares; 2025Q2: 2,299,155 shares; 2025Q3: 2,379,161 shares; 2025Q4: 2,375,510 shares 2,375,510 $146M 2.05% -3,651 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: 1,155,773 shares; 2024Q4: 1,196,218 shares; 2025Q1: 1,301,799 shares; 2025Q2: 1,378,736 shares; 2025Q3: 1,467,396 shares; 2025Q4: 1,506,199 shares 1,506,199 $133M 1.87% +38,803 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: 388,526 shares; 2024Q4: 391,380 shares; 2025Q1: 390,305 shares; 2025Q2: 390,493 shares; 2025Q3: 389,936 shares; 2025Q4: 389,642 shares 389,642 $123M 1.72% -294 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,869 shares; 2024Q4: 353,038 shares; 2025Q1: 369,266 shares; 2025Q2: 367,807 shares; 2025Q3: 372,367 shares; 2025Q4: 377,545 shares 377,545 $103M 1.44% +5,178 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: 183,153 shares; 2024Q4: 186,292 shares; 2025Q1: 186,266 shares; 2025Q2: 193,278 shares; 2025Q3: 195,881 shares; 2025Q4: 193,571 shares 193,571 $93.6M 1.32% -2,310 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: 429,384 shares; 2024Q4: 452,644 shares; 2025Q1: 469,741 shares; 2025Q2: 467,323 shares; 2025Q3: 474,391 shares; 2025Q4: 477,202 shares 477,202 $89M 1.25% +2,811 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: 1,066,872 shares; 2024Q4: 3,122,833 shares; 2025Q1: 3,085,903 shares; 2025Q2: 3,272,279 shares; 2025Q3: 3,237,353 shares; 2025Q4: 3,209,293 shares 3,209,293 $84.2M 1.18% -28,060 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,060 shares; 2024Q4: 225,096 shares; 2025Q1: 223,455 shares; 2025Q2: 215,316 shares; 2025Q3: 212,626 shares; 2025Q4: 209,813 shares 209,813 $78.4M 1.1% -2,813 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: 1,064,906 shares; 2024Q4: 1,143,921 shares; 2025Q1: 1,133,905 shares; 2025Q2: 1,168,387 shares; 2025Q3: 1,170,494 shares; 2025Q4: 1,173,220 shares 1,173,220 $77.4M 1.09% +2,726 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: 1,256,360 shares; 2024Q4: 1,310,823 shares; 2025Q1: 1,427,084 shares; 2025Q2: 1,438,720 shares; 2025Q3: 1,499,316 shares; 2025Q4: 1,514,722 shares 1,514,722 $69.4M 0.98% +15,406 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: 101,526 shares; 2024Q4: 102,771 shares; 2025Q1: 101,518 shares; 2025Q2: 108,216 shares; 2025Q3: 107,560 shares; 2025Q4: 102,794 shares 102,794 $64.5M 0.91% -4,766 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: 146,326 shares; 2024Q4: 151,140 shares; 2025Q1: 145,165 shares; 2025Q2: 156,879 shares; 2025Q3: 161,857 shares; 2025Q4: 163,085 shares 163,085 $51M 0.72% +1,228 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,381 shares; 2024Q4: 168,440 shares; 2025Q1: 165,631 shares; 2025Q2: 166,886 shares; 2025Q3: 166,606 shares; 2025Q4: 131,695 shares 131,695 $50.9M 0.72% -34,911 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: 164,214 shares; 2024Q4: 169,193 shares; 2025Q1: 174,529 shares; 2025Q2: 188,167 shares; 2025Q3: 192,105 shares; 2025Q4: 187,127 shares 187,127 $43.2M 0.61% -4,978 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: 332,004 shares; 2024Q4: 352,689 shares; 2025Q1: 350,447 shares; 2025Q2: 352,984 shares; 2025Q3: 354,645 shares; 2025Q4: 354,917 shares 354,917 $42.7M 0.6% +272 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: 198,172 shares; 2024Q4: 198,111 shares; 2025Q1: 197,236 shares; 2025Q2: 201,991 shares; 2025Q3: 192,932 shares; 2025Q4: 192,392 shares 192,392 $42.3M 0.59% -540 Timeline VGK 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: 575,773 shares; 2024Q4: 587,832 shares; 2025Q1: 545,560 shares; 2025Q2: 531,525 shares; 2025Q3: 511,255 shares; 2025Q4: 471,846 shares 471,846 $39.5M 0.55% -39,409 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965,513 shares; 2024Q4: 940,120 shares; 2025Q1: 871,165 shares; 2025Q2: 885,540 shares; 2025Q3: 886,966 shares; 2025Q4: 886,952 shares 886,952 $39.4M 0.55% -14 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: 57,410 shares; 2024Q4: 58,218 shares; 2025Q1: 59,906 shares; 2025Q2: 60,177 shares; 2025Q3: 59,639 shares; 2025Q4: 58,690 shares 58,690 $38.7M 0.54% -949 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: 385,250 shares; 2024Q4: 385,226 shares; 2025Q1: 395,288 shares; 2025Q2: 398,138 shares; 2025Q3: 398,050 shares; 2025Q4: 394,436 shares 394,436 $37.9M 0.53% -3,614 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: 75,791 shares; 2024Q4: 82,265 shares; 2025Q1: 89,250 shares; 2025Q2: 98,109 shares; 2025Q3: 97,505 shares; 2025Q4: 98,500 shares 98,500 $34.1M 0.48% +995 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: 105,684 shares; 2024Q4: 107,062 shares; 2025Q1: 110,153 shares; 2025Q2: 112,858 shares; 2025Q3: 113,004 shares; 2025Q4: 108,325 shares 108,325 $34M 0.48% -4,679 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: 86,853 shares; 2024Q4: 90,763 shares; 2025Q1: 92,461 shares; 2025Q2: 96,671 shares; 2025Q3: 97,694 shares; 2025Q4: 96,722 shares 96,722 $31.2M 0.44% -972 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: 129,668 shares; 2024Q4: 123,448 shares; 2025Q1: 102,291 shares; 2025Q2: 101,614 shares; 2025Q3: 94,749 shares; 2025Q4: 95,122 shares 95,122 $27.1M 0.38% +373 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,570 shares; 2024Q4: 346,491 shares; 2025Q1: 335,746 shares; 2025Q2: 331,882 shares; 2025Q3: 324,266 shares; 2025Q4: 299,357 shares 299,357 $27.1M 0.38% -24,909 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,030 shares; 2024Q4: 213,969 shares; 2025Q1: 233,761 shares; 2025Q2: 253,481 shares; 2025Q3: 260,010 shares; 2025Q4: 255,814 shares 255,814 $24.7M 0.35% -4,196 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: 57,145 shares; 2024Q4: 56,955 shares; 2025Q1: 56,955 shares; 2025Q2: 56,811 shares; 2025Q3: 55,719 shares; 2025Q4: 50,914 shares 50,914 $24.1M 0.34% -4,805 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,636 shares; 2024Q4: 508,176 shares; 2025Q1: 490,729 shares; 2025Q2: 486,126 shares; 2025Q3: 485,903 shares; 2025Q4: 487,241 shares 487,241 $22.8M 0.32% +1,338 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,821 shares; 2024Q4: 433,166 shares; 2025Q1: 417,390 shares; 2025Q2: 402,920 shares; 2025Q3: 398,696 shares; 2025Q4: 292,689 shares 292,689 $22.7M 0.32% -106,007 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: 40,375 shares; 2024Q4: 40,707 shares; 2025Q1: 40,615 shares; 2025Q2: 46,414 shares; 2025Q3: 46,266 shares; 2025Q4: 44,342 shares 44,342 $22.3M 0.31% -1,924 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: 736,243 shares; 2024Q4: 715,382 shares; 2025Q1: 708,813 shares; 2025Q2: 709,215 shares; 2025Q3: 706,429 shares; 2025Q4: 660,482 shares 660,482 $21.6M 0.3% -45,947 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: 28,455 shares; 2024Q4: 37,447 shares; 2025Q1: 30,283 shares; 2025Q2: 44,359 shares; 2025Q3: 45,651 shares; 2025Q4: 47,062 shares 47,062 $21.2M 0.3% +1,411 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: 16,981 shares; 2024Q4: 17,260 shares; 2025Q1: 17,953 shares; 2025Q2: 17,584 shares; 2025Q3: 18,916 shares; 2025Q4: 19,397 shares 19,397 $20.8M 0.29% +481 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: 64,114 shares; 2024Q4: 64,990 shares; 2025Q1: 65,088 shares; 2025Q2: 65,661 shares; 2025Q3: 65,357 shares; 2025Q4: 65,350 shares 65,350 $19M 0.27% -7 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 231,437 shares 231,437 $18.4M 0.26% new 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: 39,370 shares; 2024Q4: 39,181 shares; 2025Q1: 31,260 shares; 2025Q2: 28,865 shares; 2025Q3: 29,734 shares; 2025Q4: 29,277 shares 29,277 $18M 0.25% -457 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: 222,163 shares; 2024Q4: 220,099 shares; 2025Q1: 219,793 shares; 2025Q2: 228,079 shares; 2025Q3: 238,197 shares; 2025Q4: 233,742 shares 233,742 $17.2M 0.24% -4,455 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,190 shares; 2024Q4: 239,846 shares; 2025Q1: 238,865 shares; 2025Q2: 236,674 shares; 2025Q3: 235,472 shares; 2025Q4: 233,964 shares 233,964 $16.6M 0.23% -1,508 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: 33,938 shares; 2024Q4: 33,681 shares; 2025Q1: 32,546 shares; 2025Q2: 41,067 shares; 2025Q3: 41,954 shares; 2025Q4: 39,937 shares 39,937 $15.8M 0.22% -2,017 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: 19,768 shares; 2024Q4: 20,210 shares; 2025Q1: 20,877 shares; 2025Q2: 23,719 shares; 2025Q3: 24,927 shares; 2025Q4: 25,219 shares 25,219 $14.4M 0.2% +292 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: 37,096 shares; 2024Q4: 37,323 shares; 2025Q1: 38,036 shares; 2025Q2: 40,275 shares; 2025Q3: 40,435 shares; 2025Q4: 40,801 shares 40,801 $14.3M 0.2% +366 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: 276,468 shares; 2024Q4: 298,364 shares; 2025Q1: 311,752 shares; 2025Q2: 392,826 shares; 2025Q3: 393,529 shares; 2025Q4: 344,424 shares 344,424 $13.9M 0.2% -49,105 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: 74,175 shares; 2024Q4: 72,815 shares; 2025Q1: 74,501 shares; 2025Q2: 61,360 shares; 2025Q3: 61,214 shares; 2025Q4: 60,744 shares 60,744 $12.7M 0.18% -470 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: 37,119 shares; 2024Q4: 37,010 shares; 2025Q1: 54,966 shares; 2025Q2: 46,768 shares; 2025Q3: 46,536 shares; 2025Q4: 47,101 shares 47,101 $12.1M 0.17% +565 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: 35,151 shares; 2024Q4: 34,792 shares; 2025Q1: 42,769 shares; 2025Q2: 40,676 shares; 2025Q3: 38,692 shares; 2025Q4: 39,846 shares 39,846 $12.1M 0.17% +1,154 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: 140,414 shares; 2024Q4: 139,891 shares; 2025Q1: 158,942 shares; 2025Q2: 158,942 shares; 2025Q3: 158,542 shares; 2025Q4: 142,884 shares 142,884 $11.6M 0.16% -15,658 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: 56,392 shares; 2024Q4: 57,853 shares; 2025Q1: 59,040 shares; 2025Q2: 51,727 shares; 2025Q3: 54,593 shares; 2025Q4: 55,854 shares 55,854 $11.6M 0.16% +1,261 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: 50,755 shares; 2024Q4: 52,849 shares; 2025Q1: 54,253 shares; 2025Q2: 58,250 shares; 2025Q3: 58,833 shares; 2025Q4: 59,326 shares 59,326 $10.5M 0.15% +493 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: 37,590 shares; 2024Q4: 37,613 shares; 2025Q1: 42,336 shares; 2025Q2: 40,969 shares; 2025Q3: 40,633 shares; 2025Q4: 41,001 shares 41,001 $9.37M 0.13% +368 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,087 shares; 2024Q4: 134,773 shares; 2025Q1: 130,212 shares; 2025Q2: 120,506 shares; 2025Q3: 120,506 shares; 2025Q4: 115,690 shares 115,690 $9.34M 0.13% -4,816 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,307 shares; 2024Q4: 17,868 shares; 2025Q1: 18,432 shares; 2025Q2: 139,340 shares; 2025Q3: 139,654 shares; 2025Q4: 138,309 shares 138,309 $9.27M 0.13% -1,345 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: 23,947 shares; 2024Q4: 25,743 shares; 2025Q1: 27,800 shares; 2025Q2: 27,756 shares; 2025Q3: 27,507 shares; 2025Q4: 26,236 shares 26,236 $9.03M 0.13% -1,271 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: 47,702 shares; 2025Q1: 52,894 shares; 2025Q2: 52,764 shares; 2025Q3: 52,494 shares; 2025Q4: 52,285 shares 52,285 $8.95M 0.13% -209 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: 78,648 shares; 2024Q4: 80,762 shares; 2025Q1: 87,586 shares; 2025Q2: 82,766 shares; 2025Q3: 79,540 shares; 2025Q4: 77,264 shares 77,264 $8.61M 0.12% -2,276 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: 19,627 shares; 2024Q4: 19,091 shares; 2025Q1: 19,020 shares; 2025Q2: 22,051 shares; 2025Q3: 23,128 shares; 2025Q4: 22,784 shares 22,784 $8.43M 0.12% -344 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: 9,706 shares; 2024Q4: 9,645 shares; 2025Q1: 9,747 shares; 2025Q2: 10,046 shares; 2025Q3: 9,932 shares; 2025Q4: 9,582 shares 9,582 $8.26M 0.12% -350 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: 142,909 shares; 2024Q4: 146,331 shares; 2025Q1: 151,339 shares; 2025Q2: 155,875 shares; 2025Q3: 155,960 shares; 2025Q4: 150,007 shares 150,007 $8.25M 0.12% -5,953 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: 8,070 shares; 2024Q4: 8,181 shares; 2025Q1: 8,209 shares; 2025Q2: 8,968 shares; 2025Q3: 9,063 shares; 2025Q4: 9,133 shares 9,133 $8.03M 0.11% +70 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: 28,862 shares; 2024Q4: 28,954 shares; 2025Q1: 31,015 shares; 2025Q2: 41,679 shares; 2025Q3: 40,992 shares; 2025Q4: 41,036 shares 41,036 $7.84M 0.11% +44 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,362 shares; 2024Q4: 62,165 shares; 2025Q1: 91,325 shares; 2025Q2: 92,524 shares; 2025Q3: 97,382 shares; 2025Q4: 105,470 shares 105,470 $7.81M 0.11% +8,088 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: 11,531 shares; 2024Q4: 11,492 shares; 2025Q1: 11,769 shares; 2025Q2: 12,131 shares; 2025Q3: 9,429 shares; 2025Q4: 9,438 shares 9,438 $7.74M 0.11% +9 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: 33,604 shares; 2024Q4: 30,861 shares; 2025Q1: 29,173 shares; 2025Q2: 32,377 shares; 2025Q3: 34,059 shares; 2025Q4: 35,011 shares 35,011 $7.5M 0.11% +952 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: 33,509 shares; 2024Q4: 33,476 shares; 2025Q1: 33,800 shares; 2025Q2: 32,611 shares; 2025Q3: 31,345 shares; 2025Q4: 29,075 shares 29,075 $7.16M 0.1% -2,270 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: 131,889 shares; 2024Q4: 131,141 shares; 2025Q1: 119,914 shares; 2025Q2: 120,367 shares; 2025Q3: 120,475 shares; 2025Q4: 115,531 shares 115,531 $6.89M 0.1% -4,944 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: 56,664 shares; 2024Q4: 61,389 shares; 2025Q1: 66,043 shares; 2025Q2: 58,856 shares; 2025Q3: 57,392 shares; 2025Q4: 57,161 shares 57,161 $6.88M 0.1% -231 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,534 shares; 2024Q4: 61,070 shares; 2025Q1: 62,088 shares; 2025Q2: 55,720 shares; 2025Q3: 51,479 shares; 2025Q4: 47,590 shares 47,590 $6.82M 0.1% -3,889 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: 125,643 shares; 2024Q4: 125,573 shares; 2025Q1: 122,702 shares; 2025Q2: 123,257 shares; 2025Q3: 122,686 shares; 2025Q4: 122,042 shares 122,042 $6.68M 0.09% -644 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: 72,908 shares; 2024Q4: 74,247 shares; 2025Q1: 75,801 shares; 2025Q2: 82,496 shares; 2025Q3: 83,375 shares; 2025Q4: 85,916 shares 85,916 $6.62M 0.09% +2,541 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: 6,346 shares; 2024Q4: 6,633 shares; 2025Q1: 7,152 shares; 2025Q2: 6,804 shares; 2025Q3: 6,912 shares; 2025Q4: 69,281 shares 69,281 $6.5M 0.09% +62,369 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: 539 shares; 2024Q4: 564 shares; 2025Q1: 584 shares; 2025Q2: 2,050 shares; 2025Q3: 1,971 shares; 2025Q4: 15,985 shares 15,985 $6.41M 0.09% +14,014 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,396 shares; 2024Q4: 77,315 shares; 2025Q1: 77,513 shares; 2025Q2: 78,965 shares; 2025Q3: 79,191 shares; 2025Q4: 79,005 shares 79,005 $6.4M 0.09% -186 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: 37,939 shares; 2024Q4: 43,538 shares; 2025Q1: 50,727 shares; 2025Q2: 53,498 shares; 2025Q3: 52,616 shares; 2025Q4: 50,874 shares 50,874 $6.37M 0.09% -1,742 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: 31,923 shares; 2024Q4: 33,416 shares; 2025Q1: 33,757 shares; 2025Q2: 31,934 shares; 2025Q3: 33,121 shares; 2025Q4: 32,333 shares 32,333 $6.3M 0.09% -788 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: 19,036 shares; 2024Q4: 20,127 shares; 2025Q1: 20,602 shares; 2025Q2: 20,622 shares; 2025Q3: 20,709 shares; 2025Q4: 20,859 shares 20,859 $6.18M 0.09% +150 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: 21,398 shares; 2024Q4: 21,772 shares; 2025Q1: 21,021 shares; 2025Q2: 20,741 shares; 2025Q3: 19,484 shares; 2025Q4: 19,645 shares 19,645 $6.05M 0.09% +161 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: 30,686 shares; 2024Q4: 30,561 shares; 2025Q1: 31,627 shares; 2025Q2: 29,731 shares; 2025Q3: 29,138 shares; 2025Q4: 28,746 shares 28,746 $6.05M 0.08% -392 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,856 shares; 2024Q4: 11,848 shares; 2025Q1: 13,003 shares; 2025Q2: 11,858 shares; 2025Q3: 12,068 shares; 2025Q4: 11,828 shares 11,828 $6.04M 0.08% -240 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: 28,139 shares; 2024Q4: 28,296 shares; 2025Q1: 28,077 shares; 2025Q2: 29,008 shares; 2025Q3: 28,977 shares; 2025Q4: 31,342 shares 31,342 $5.75M 0.08% +2,365 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: 17,057 shares; 2024Q4: 17,208 shares; 2025Q1: 18,216 shares; 2025Q2: 18,883 shares; 2025Q3: 18,300 shares; 2025Q4: 18,651 shares 18,651 $5.7M 0.08% +351 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: 36,673 shares; 2024Q4: 37,838 shares; 2025Q1: 37,838 shares; 2025Q2: 37,838 shares; 2025Q3: 37,838 shares; 2025Q4: 39,961 shares 39,961 $5.65M 0.08% +2,123 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: 19,008 shares; 2024Q4: 19,760 shares; 2025Q1: 20,611 shares; 2025Q2: 23,394 shares; 2025Q3: 22,908 shares; 2025Q4: 20,993 shares 20,993 $5.56M 0.08% -1,915 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,331 shares; 2024Q4: 17,102 shares; 2025Q1: 17,550 shares; 2025Q2: 16,249 shares; 2025Q3: 16,169 shares; 2025Q4: 16,719 shares 16,719 $5.52M 0.08% +550 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: 8,104 shares; 2024Q4: 8,409 shares; 2025Q1: 8,686 shares; 2025Q2: 8,279 shares; 2025Q3: 8,373 shares; 2025Q4: 8,084 shares 8,084 $5.45M 0.08% -289 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: 31,604 shares; 2024Q4: 33,901 shares; 2025Q1: 36,398 shares; 2025Q2: 34,614 shares; 2025Q3: 34,774 shares; 2025Q4: 34,783 shares 34,783 $5.3M 0.07% +9 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: 3,425 shares; 2024Q4: 3,690 shares; 2025Q1: 4,137 shares; 2025Q2: 4,588 shares; 2025Q3: 4,726 shares; 2025Q4: 4,939 shares 4,939 $5.28M 0.07% +213 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,263 shares; 2024Q4: 68,141 shares; 2025Q1: 66,081 shares; 2025Q2: 66,312 shares; 2025Q3: 66,016 shares; 2025Q4: 65,301 shares 65,301 $5.27M 0.07% -715 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: 29,296 shares; 2024Q4: 30,210 shares; 2025Q1: 33,101 shares; 2025Q2: 33,343 shares; 2025Q3: 34,511 shares; 2025Q4: 33,962 shares 33,962 $5.22M 0.07% -549 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,082 shares; 2025Q1: 76,268 shares; 2025Q2: 76,022 shares; 2025Q3: 71,476 shares; 2025Q4: 69,765 shares 69,765 $5.19M 0.07% -1,711 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: 20,940 shares; 2024Q4: 21,401 shares; 2025Q1: 23,226 shares; 2025Q2: 21,717 shares; 2025Q3: 20,309 shares; 2025Q4: 20,096 shares 20,096 $5.17M 0.07% -213 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: 79,395 shares; 2024Q4: 79,395 shares; 2025Q1: 79,395 shares; 2025Q2: 76,071 shares; 2025Q3: 76,071 shares; 2025Q4: 76,148 shares 76,148 $5.11M 0.07% +77 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: 66,176 shares; 2024Q4: 63,509 shares; 2025Q1: 60,496 shares; 2025Q2: 48,716 shares; 2025Q3: 45,296 shares; 2025Q4: 48,171 shares 48,171 $5.07M 0.07% +2,875 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,745 shares; 2024Q4: 15,745 shares; 2025Q1: 253,443 shares; 2025Q2: 233,643 shares; 2025Q3: 233,643 shares; 2025Q4: 241,961 shares 241,961 $4.91M 0.07% +8,318 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,953 shares; 2024Q4: 28,754 shares; 2025Q1: 26,831 shares; 2025Q2: 32,102 shares; 2025Q3: 36,357 shares; 2025Q4: 35,934 shares 35,934 $4.86M 0.07% -423 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: 17,095 shares; 2024Q4: 17,878 shares; 2025Q1: 21,305 shares; 2025Q2: 24,593 shares; 2025Q3: 24,997 shares; 2025Q4: 26,232 shares 26,232 $4.66M 0.07% +1,235 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: 25,662 shares; 2024Q4: 26,822 shares; 2025Q1: 26,294 shares; 2025Q2: 29,278 shares; 2025Q3: 27,242 shares; 2025Q4: 26,435 shares 26,435 $4.52M 0.06% -807 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: 22,837 shares; 2024Q4: 23,593 shares; 2025Q1: 23,902 shares; 2025Q2: 24,265 shares; 2025Q3: 23,262 shares; 2025Q4: 23,110 shares 23,110 $4.51M 0.06% -152 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 7,456 shares; 2025Q1: 7,309 shares; 2025Q2: 6,690 shares; 2025Q3: 7,526 shares; 2025Q4: 7,662 shares 7,662 $4.44M 0.06% +136 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: 8,361 shares; 2024Q4: 8,486 shares; 2025Q1: 8,291 shares; 2025Q2: 7,525 shares; 2025Q3: 7,651 shares; 2025Q4: 7,742 shares 7,742 $4.44M 0.06% +91 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: 16,556 shares; 2024Q4: 17,055 shares; 2025Q1: 18,880 shares; 2025Q2: 18,661 shares; 2025Q3: 15,804 shares; 2025Q4: 16,140 shares 16,140 $4.33M 0.06% +336 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: 15,561 shares; 2024Q4: 14,459 shares; 2025Q1: 14,351 shares; 2025Q2: 16,390 shares; 2025Q3: 16,216 shares; 2025Q4: 16,797 shares 16,797 $4.32M 0.06% +581 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,663 shares; 2024Q4: 126,663 shares; 2025Q1: 126,663 shares; 2025Q2: 126,663 shares; 2025Q3: 126,663 shares; 2025Q4: 131,748 shares 131,748 $4.31M 0.06% +5,085 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: 25,739 shares; 2024Q4: 25,772 shares; 2025Q1: 28,906 shares; 2025Q2: 28,618 shares; 2025Q3: 28,472 shares; 2025Q4: 30,934 shares 30,934 $4.26M 0.06% +2,462 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: 39,667 shares; 2024Q4: 41,289 shares; 2025Q1: 43,680 shares; 2025Q2: 42,845 shares; 2025Q3: 43,723 shares; 2025Q4: 44,577 shares 44,577 $4.15M 0.06% +854 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: 80,504 shares; 2024Q4: 81,972 shares; 2025Q1: 83,325 shares; 2025Q2: 83,840 shares; 2025Q3: 62,492 shares; 2025Q4: 59,378 shares 59,378 $4.15M 0.06% -3,114 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: 56,478 shares; 2024Q4: 52,647 shares; 2025Q1: 45,537 shares; 2025Q2: 42,102 shares; 2025Q3: 43,173 shares; 2025Q4: 42,901 shares 42,901 $4.13M 0.06% -272 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: 6,291 shares; 2024Q4: 6,631 shares; 2025Q1: 6,839 shares; 2025Q2: 6,816 shares; 2025Q3: 6,816 shares; 2025Q4: 6,816 shares 6,816 $4.11M 0.06% 0 Timeline DFUS 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: 54,670 shares; 2024Q4: 54,670 shares; 2025Q1: 54,670 shares; 2025Q2: 54,670 shares; 2025Q3: 54,670 shares; 2025Q4: 54,670 shares 54,670 $4.05M 0.06% 0 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: 20,298 shares; 2024Q4: 20,256 shares; 2025Q1: 20,256 shares; 2025Q2: 15,658 shares; 2025Q3: 15,658 shares; 2025Q4: 27,896 shares 27,896 $4.02M 0.06% +12,238 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,707 shares; 2024Q4: 31,707 shares; 2025Q1: 31,707 shares; 2025Q2: 31,707 shares; 2025Q3: 31,707 shares; 2025Q4: 31,707 shares 31,707 $3.86M 0.05% 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.05% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,437 shares; 2024Q4: 9,407 shares; 2025Q1: 9,241 shares; 2025Q2: 9,058 shares; 2025Q3: 9,058 shares; 2025Q4: 9,019 shares 9,019 $3.72M 0.05% -39 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: 18,410 shares; 2024Q4: 19,234 shares; 2025Q1: 25,625 shares; 2025Q2: 26,751 shares; 2025Q3: 26,119 shares; 2025Q4: 26,981 shares 26,981 $3.72M 0.05% +862 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: 22,392 shares; 2024Q4: 22,703 shares; 2025Q1: 22,612 shares; 2025Q2: 21,645 shares; 2025Q3: 21,385 shares; 2025Q4: 21,285 shares 21,285 $3.69M 0.05% -100 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: 17,769 shares; 2024Q4: 16,474 shares; 2025Q1: 16,117 shares; 2025Q2: 16,051 shares; 2025Q3: 15,815 shares; 2025Q4: 16,021 shares 16,021 $3.67M 0.05% +206 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: 30,309 shares; 2024Q4: 30,309 shares; 2025Q1: 30,309 shares; 2025Q2: 30,309 shares; 2025Q3: 30,309 shares; 2025Q4: 30,309 shares 30,309 $3.67M 0.05% 0 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: 3,710 shares; 2025Q1: 3,292 shares; 2025Q2: 3,372 shares; 2025Q3: 3,428 shares; 2025Q4: 3,418 shares 3,418 $3.66M 0.05% -10 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: 10,303 shares; 2024Q4: 12,648 shares; 2025Q1: 12,805 shares; 2025Q2: 12,626 shares; 2025Q3: 12,153 shares; 2025Q4: 12,121 shares 12,121 $3.52M 0.05% -32 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,682 shares; 2025Q1: 4,436 shares; 2025Q2: 5,210 shares; 2025Q3: 5,191 shares; 2025Q4: 5,278 shares 5,278 $3.5M 0.05% +87 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 8,880 shares; 2025Q1: 8,943 shares; 2025Q2: 10,198 shares; 2025Q3: 10,294 shares; 2025Q4: 10,298 shares 10,298 $3.48M 0.05% +4 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: 29,565 shares; 2024Q4: 28,566 shares; 2025Q1: 27,477 shares; 2025Q2: 23,351 shares; 2025Q3: 24,237 shares; 2025Q4: 24,191 shares 24,191 $3.47M 0.05% -46 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,013 shares; 2024Q4: 12,865 shares; 2025Q1: 13,212 shares; 2025Q2: 12,233 shares; 2025Q3: 12,480 shares; 2025Q4: 12,452 shares 12,452 $3.38M 0.05% -28 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: 32,291 shares; 2024Q4: 30,522 shares; 2025Q1: 34,695 shares; 2025Q2: 34,261 shares; 2025Q3: 35,006 shares; 2025Q4: 36,623 shares 36,623 $3.37M 0.05% +1,617 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: 6,730 shares; 2024Q4: 6,710 shares; 2025Q1: 7,662 shares; 2025Q2: 7,350 shares; 2025Q3: 7,469 shares; 2025Q4: 6,327 shares 6,327 $3.31M 0.05% -1,142 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: 8,466 shares; 2024Q4: 9,256 shares; 2025Q1: 8,927 shares; 2025Q2: 9,757 shares; 2025Q3: 10,739 shares; 2025Q4: 10,328 shares 10,328 $3.29M 0.05% -411 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: 13,895 shares; 2024Q4: 14,097 shares; 2025Q1: 14,049 shares; 2025Q2: 11,602 shares; 2025Q3: 9,623 shares; 2025Q4: 9,901 shares 9,901 $3.24M 0.05% +278 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,366 shares; 2024Q4: 17,068 shares; 2025Q1: 18,538 shares; 2025Q2: 20,148 shares; 2025Q3: 19,960 shares; 2025Q4: 19,847 shares 19,847 $3.18M 0.04% -113 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: 4,915 shares; 2024Q4: 6,387 shares; 2025Q1: 6,388 shares; 2025Q2: 6,388 shares; 2025Q3: 6,593 shares; 2025Q4: 6,491 shares 6,491 $3.17M 0.04% -102 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,796 shares; 2024Q4: 12,052 shares; 2025Q1: 12,054 shares; 2025Q2: 11,904 shares; 2025Q3: 11,904 shares; 2025Q4: 11,250 shares 11,250 $3.14M 0.04% -654 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: 16,940 shares; 2024Q4: 16,933 shares; 2025Q1: 16,692 shares; 2025Q2: 14,640 shares; 2025Q3: 14,620 shares; 2025Q4: 14,596 shares 14,596 $3.04M 0.04% -24 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: 23,224 shares; 2024Q4: 23,342 shares; 2025Q1: 23,342 shares; 2025Q2: 22,555 shares; 2025Q3: 23,555 shares; 2025Q4: 24,639 shares 24,639 $3.04M 0.04% +1,084 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,968 shares; 2024Q4: 16,375 shares; 2025Q1: 17,070 shares; 2025Q2: 16,208 shares; 2025Q3: 12,686 shares; 2025Q4: 13,102 shares 13,102 $3.03M 0.04% +416 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,619 shares; 2024Q4: 14,345 shares; 2025Q1: 11,195 shares; 2025Q2: 10,430 shares; 2025Q3: 9,967 shares; 2025Q4: 10,467 shares 10,467 $3.02M 0.04% +500 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: 44,092 shares; 2024Q4: 45,184 shares; 2025Q1: 44,242 shares; 2025Q2: 45,396 shares; 2025Q3: 38,325 shares; 2025Q4: 37,417 shares 37,417 $3M 0.04% -908 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: 63,297 shares; 2024Q4: 63,505 shares; 2025Q1: 73,551 shares; 2025Q2: 70,056 shares; 2025Q3: 73,989 shares; 2025Q4: 73,521 shares 73,521 $2.99M 0.04% -468 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: 29,388 shares; 2024Q4: 31,636 shares; 2025Q1: 33,261 shares; 2025Q2: 33,436 shares; 2025Q3: 32,627 shares; 2025Q4: 31,353 shares 31,353 $2.99M 0.04% -1,274 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,217 shares; 2024Q4: 18,264 shares; 2025Q1: 18,417 shares; 2025Q2: 18,766 shares; 2025Q3: 18,841 shares; 2025Q4: 18,620 shares 18,620 $2.98M 0.04% -221 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,709 shares; 2024Q4: 6,664 shares; 2025Q1: 7,224 shares; 2025Q2: 7,829 shares; 2025Q3: 7,745 shares; 2025Q4: 6,853 shares 6,853 $2.92M 0.04% -892 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: 11,053 shares; 2024Q4: 11,039 shares; 2025Q1: 11,143 shares; 2025Q2: 11,749 shares; 2025Q3: 12,125 shares; 2025Q4: 12,101 shares 12,101 $2.92M 0.04% -24 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: 3,847 shares; 2024Q4: 4,015 shares; 2025Q1: 4,413 shares; 2025Q2: 4,961 shares; 2025Q3: 4,594 shares; 2025Q4: 5,139 shares 5,139 $2.91M 0.04% +545 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: 24,394 shares; 2024Q4: 26,645 shares; 2025Q1: 26,928 shares; 2025Q2: 26,263 shares; 2025Q3: 25,818 shares; 2025Q4: 25,519 shares 25,519 $2.9M 0.04% -299 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: 26,758 shares; 2024Q4: 26,801 shares; 2025Q1: 26,668 shares; 2025Q2: 26,076 shares; 2025Q3: 26,076 shares; 2025Q4: 25,391 shares 25,391 $2.89M 0.04% -685 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: 19,880 shares; 2024Q4: 21,836 shares; 2025Q1: 23,371 shares; 2025Q2: 21,631 shares; 2025Q3: 22,672 shares; 2025Q4: 23,242 shares 23,242 $2.85M 0.04% +570 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: 4,938 shares; 2024Q4: 5,090 shares; 2025Q1: 5,129 shares; 2025Q2: 4,694 shares; 2025Q3: 4,336 shares; 2025Q4: 4,317 shares 4,317 $2.82M 0.04% -19 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: 23,282 shares; 2024Q4: 23,409 shares; 2025Q1: 24,500 shares; 2025Q2: 24,055 shares; 2025Q3: 24,548 shares; 2025Q4: 25,531 shares 25,531 $2.82M 0.04% +983 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 312,835 shares; 2025Q2: 312,835 shares; 2025Q3: 166,536 shares; 2025Q4: 166,536 shares 166,536 $2.78M 0.04% 0 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: 21,839 shares; 2024Q4: 23,055 shares; 2025Q1: 22,155 shares; 2025Q2: 22,343 shares; 2025Q3: 26,301 shares; 2025Q4: 27,451 shares 27,451 $2.74M 0.04% +1,150 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: 386 shares; 2024Q4: 403 shares; 2025Q1: 486 shares; 2025Q2: 488 shares; 2025Q3: 507 shares; 2025Q4: 503 shares 503 $2.69M 0.04% -4 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: 11,185 shares; 2024Q4: 11,114 shares; 2025Q1: 11,279 shares; 2025Q2: 12,041 shares; 2025Q3: 11,945 shares; 2025Q4: 11,669 shares 11,669 $2.66M 0.04% -276 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: 2,871 shares; 2024Q4: 3,053 shares; 2025Q1: 3,296 shares; 2025Q2: 3,583 shares; 2025Q3: 3,509 shares; 2025Q4: 17,106 shares 17,106 $2.62M 0.04% +13,597 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: 38,982 shares; 2024Q4: 40,251 shares; 2025Q1: 39,777 shares; 2025Q2: 40,751 shares; 2025Q3: 46,477 shares; 2025Q4: 48,315 shares 48,315 $2.6M 0.04% +1,838 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: 11,718 shares; 2024Q4: 19,149 shares; 2025Q1: 17,784 shares; 2025Q2: 17,550 shares; 2025Q3: 17,103 shares; 2025Q4: 16,789 shares 16,789 $2.59M 0.04% -314 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: 6,087 shares; 2024Q4: 13,355 shares; 2025Q1: 13,535 shares; 2025Q2: 13,328 shares; 2025Q3: 13,990 shares; 2025Q4: 14,034 shares 14,034 $2.59M 0.04% +44 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: 3,935 shares; 2024Q4: 4,116 shares; 2025Q1: 5,067 shares; 2025Q2: 10,773 shares; 2025Q3: 10,754 shares; 2025Q4: 10,490 shares 10,490 $2.54M 0.04% -264 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: 1,688 shares; 2024Q4: 1,692 shares; 2025Q1: 1,802 shares; 2025Q2: 1,950 shares; 2025Q3: 1,961 shares; 2025Q4: 2,083 shares 2,083 $2.53M 0.04% +122 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: 26,041 shares; 2024Q4: 26,593 shares; 2025Q1: 27,005 shares; 2025Q2: 28,846 shares; 2025Q3: 28,664 shares; 2025Q4: 28,548 shares 28,548 $2.5M 0.04% -116 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,518 shares; 2024Q4: 9,022 shares; 2025Q1: 17,088 shares; 2025Q2: 15,861 shares; 2025Q3: 17,031 shares; 2025Q4: 18,344 shares 18,344 $2.5M 0.04% +1,313 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: 10,189 shares; 2024Q4: 10,262 shares; 2025Q1: 10,337 shares; 2025Q2: 10,689 shares; 2025Q3: 10,595 shares; 2025Q4: 11,362 shares 11,362 $2.5M 0.04% +767 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: 108,861 shares; 2024Q4: 104,488 shares; 2025Q1: 92,770 shares; 2025Q2: 93,228 shares; 2025Q3: 89,899 shares; 2025Q4: 99,324 shares 99,324 $2.47M 0.03% +9,425 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,056 shares; 2024Q4: 5,170 shares; 2025Q1: 5,579 shares; 2025Q2: 7,720 shares; 2025Q3: 7,658 shares; 2025Q4: 7,969 shares 7,969 $2.47M 0.03% +311 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: 5,252 shares; 2024Q4: 6,110 shares; 2025Q1: 6,975 shares; 2025Q2: 5,374 shares; 2025Q3: 5,210 shares; 2025Q4: 5,162 shares 5,162 $2.4M 0.03% -48 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: 5,471 shares; 2024Q4: 5,590 shares; 2025Q1: 5,837 shares; 2025Q2: 5,428 shares; 2025Q3: 5,090 shares; 2025Q4: 5,290 shares 5,290 $2.4M 0.03% +200 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,556 shares; 2024Q4: 89,130 shares; 2025Q1: 98,072 shares; 2025Q2: 98,885 shares; 2025Q3: 97,888 shares; 2025Q4: 96,438 shares 96,438 $2.4M 0.03% -1,450 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,623 shares; 2024Q4: 29,623 shares; 2025Q1: 29,623 shares; 2025Q2: 29,623 shares; 2025Q3: 29,820 shares; 2025Q4: 29,820 shares 29,820 $2.39M 0.03% 0 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: 19,080 shares; 2024Q4: 20,350 shares; 2025Q1: 24,814 shares; 2025Q2: 28,209 shares; 2025Q3: 29,705 shares; 2025Q4: 28,567 shares 28,567 $2.33M 0.03% -1,138 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: 20,960 shares; 2024Q4: 19,779 shares; 2025Q1: 19,471 shares; 2025Q2: 18,804 shares; 2025Q3: 18,981 shares; 2025Q4: 20,055 shares 20,055 $2.33M 0.03% +1,074 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,600 shares; 2024Q4: 14,325 shares; 2025Q1: 74,605 shares; 2025Q2: 74,605 shares; 2025Q3: 76,375 shares; 2025Q4: 74,605 shares 74,605 $2.31M 0.03% -1,770 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: 16,847 shares; 2024Q4: 16,682 shares; 2025Q1: 18,483 shares; 2025Q2: 18,107 shares; 2025Q3: 18,293 shares; 2025Q4: 17,681 shares 17,681 $2.31M 0.03% -612 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: 13,113 shares; 2024Q4: 13,892 shares; 2025Q1: 14,651 shares; 2025Q2: 17,221 shares; 2025Q3: 15,988 shares; 2025Q4: 15,674 shares 15,674 $2.3M 0.03% -314 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: 16,386 shares; 2024Q4: 16,161 shares; 2025Q1: 16,161 shares; 2025Q2: 16,170 shares; 2025Q3: 16,170 shares; 2025Q4: 16,170 shares 16,170 $2.28M 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 8,353 shares; 2025Q1: 8,629 shares; 2025Q2: 6,951 shares; 2025Q3: 6,732 shares; 2025Q4: 7,273 shares 7,273 $2.27M 0.03% +541 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,535 shares; 2024Q4: 55,535 shares; 2025Q1: 55,535 shares; 2025Q2: 55,535 shares; 2025Q3: 55,535 shares; 2025Q4: 55,535 shares 55,535 $2.27M 0.03% 0 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,797 shares; 2024Q4: 29,108 shares; 2025Q1: 33,199 shares; 2025Q2: 40,994 shares; 2025Q3: 38,402 shares; 2025Q4: 38,120 shares 38,120 $2.24M 0.03% -282 Timeline PRF 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: 43,124 shares; 2024Q4: 43,124 shares; 2025Q1: 43,124 shares; 2025Q2: 47,244 shares; 2025Q3: 47,244 shares; 2025Q4: 47,244 shares 47,244 $2.22M 0.03% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,954 shares; 2024Q4: 18,124 shares; 2025Q1: 18,595 shares; 2025Q2: 17,576 shares; 2025Q3: 17,425 shares; 2025Q4: 17,498 shares 17,498 $2.18M 0.03% +73 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: 22,460 shares; 2024Q4: 23,232 shares; 2025Q1: 25,635 shares; 2025Q2: 17,793 shares; 2025Q3: 17,744 shares; 2025Q4: 18,661 shares 18,661 $2.18M 0.03% +917 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,643 shares; 2025Q1: 1,691 shares; 2025Q2: 25,558 shares; 2025Q3: 24,042 shares; 2025Q4: 23,572 shares 23,572 $2.15M 0.03% -470 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: 7,913 shares; 2024Q4: 7,041 shares; 2025Q1: 8,082 shares; 2025Q2: 7,642 shares; 2025Q3: 6,674 shares; 2025Q4: 6,002 shares 6,002 $2.1M 0.03% -672 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,627 shares; 2024Q4: 23,312 shares; 2025Q1: 21,072 shares; 2025Q2: 24,447 shares; 2025Q3: 23,934 shares; 2025Q4: 24,367 shares 24,367 $2.1M 0.03% +433 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: 13,337 shares; 2024Q4: 73,286 shares; 2025Q1: 86,779 shares; 2025Q2: 83,079 shares; 2025Q3: 78,033 shares; 2025Q4: 80,808 shares 80,808 $2.07M 0.03% +2,775 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,687 shares; 2024Q4: 29,521 shares; 2025Q1: 27,792 shares; 2025Q2: 26,593 shares; 2025Q3: 26,395 shares; 2025Q4: 26,484 shares 26,484 $2.06M 0.03% +89 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: 37,372 shares; 2024Q4: 32,504 shares; 2025Q1: 55,835 shares; 2025Q2: 48,394 shares; 2025Q3: 51,898 shares; 2025Q4: 55,867 shares 55,867 $2.06M 0.03% +3,969 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,668 shares; 2024Q4: 18,621 shares; 2025Q1: 20,042 shares; 2025Q2: 12,841 shares; 2025Q3: 12,777 shares; 2025Q4: 12,636 shares 12,636 $2.05M 0.03% -141 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: 635 shares; 2024Q4: 640 shares; 2025Q1: 644 shares; 2025Q2: 624 shares; 2025Q3: 657 shares; 2025Q4: 602 shares 602 $2.04M 0.03% -55 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,045 shares; 2024Q4: 40,553 shares; 2025Q1: 40,786 shares; 2025Q2: 38,232 shares; 2025Q3: 36,455 shares; 2025Q4: 37,787 shares 37,787 $2.04M 0.03% +1,332 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: 14,545 shares; 2024Q4: 14,942 shares; 2025Q1: 15,425 shares; 2025Q2: 15,305 shares; 2025Q3: 15,428 shares; 2025Q4: 15,332 shares 15,332 $2.03M 0.03% -96 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: 5,595 shares; 2024Q4: 5,924 shares; 2025Q1: 8,928 shares; 2025Q2: 9,739 shares; 2025Q3: 10,663 shares; 2025Q4: 10,813 shares 10,813 $2.01M 0.03% +150 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,627 shares; 2024Q4: 23,557 shares; 2025Q1: 26,408 shares; 2025Q2: 26,488 shares; 2025Q3: 23,948 shares; 2025Q4: 25,135 shares 25,135 $1.98M 0.03% +1,187 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,599 shares; 2024Q4: 120,819 shares; 2025Q1: 139,219 shares; 2025Q2: 160,396 shares; 2025Q3: 155,351 shares; 2025Q4: 165,634 shares 165,634 $1.94M 0.03% +10,283 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,560 shares; 2024Q4: 13,560 shares; 2025Q1: 13,560 shares; 2025Q2: 13,560 shares; 2025Q3: 13,720 shares; 2025Q4: 13,720 shares 13,720 $1.94M 0.03% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,532 shares; 2025Q1: 11,815 shares; 2025Q2: 17,246 shares; 2025Q3: 17,311 shares; 2025Q4: 17,985 shares 17,985 $1.93M 0.03% +674 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,746 shares; 2024Q4: 10,746 shares; 2025Q1: 10,991 shares; 2025Q2: 10,991 shares; 2025Q3: 10,991 shares; 2025Q4: 10,856 shares 10,856 $1.93M 0.03% -135 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: 7,041 shares; 2024Q4: 8,368 shares; 2025Q1: 8,350 shares; 2025Q2: 6,507 shares; 2025Q3: 5,638 shares; 2025Q4: 5,382 shares 5,382 $1.89M 0.03% -256 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,614 shares; 2024Q4: 69,981 shares; 2025Q1: 68,669 shares; 2025Q2: 114,071 shares; 2025Q3: 117,664 shares; 2025Q4: 116,390 shares 116,390 $1.87M 0.03% -1,274 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: 43,417 shares; 2024Q4: 43,711 shares; 2025Q1: 48,545 shares; 2025Q2: 67,504 shares; 2025Q3: 68,046 shares; 2025Q4: 66,010 shares 66,010 $1.85M 0.03% -2,036 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,783 shares; 2025Q1: 5,828 shares; 2025Q2: 6,447 shares; 2025Q3: 6,465 shares; 2025Q4: 6,732 shares 6,732 $1.84M 0.03% +267 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 13,475 shares; 2025Q1: 12,806 shares; 2025Q2: 17,247 shares; 2025Q3: 18,545 shares; 2025Q4: 18,911 shares 18,911 $1.84M 0.03% +366 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,170 shares; 2024Q4: 46,170 shares; 2025Q1: 46,170 shares; 2025Q2: 46,170 shares; 2025Q3: 46,170 shares; 2025Q4: 46,170 shares 46,170 $1.83M 0.03% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,582 shares; 2024Q4: 7,687 shares; 2025Q1: 7,897 shares; 2025Q2: 8,101 shares; 2025Q3: 7,999 shares; 2025Q4: 8,579 shares 8,579 $1.82M 0.03% +580 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: 6,403 shares; 2024Q4: 7,216 shares; 2025Q1: 7,627 shares; 2025Q2: 8,197 shares; 2025Q3: 7,823 shares; 2025Q4: 7,441 shares 7,441 $1.81M 0.03% -382 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: 7,726 shares; 2024Q4: 6,583 shares; 2025Q1: 7,966 shares; 2025Q2: 9,429 shares; 2025Q3: 9,528 shares; 2025Q4: 6,553 shares 6,553 $1.8M 0.03% -2,975 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,843 shares; 2024Q4: 28,796 shares; 2025Q1: 22,519 shares; 2025Q2: 66,225 shares; 2025Q3: 66,452 shares; 2025Q4: 44,829 shares 44,829 $1.8M 0.03% -21,623 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: 7,892 shares; 2024Q4: 9,511 shares; 2025Q1: 10,554 shares; 2025Q2: 9,748 shares; 2025Q3: 8,854 shares; 2025Q4: 8,400 shares 8,400 $1.8M 0.03% -454 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: 11,016 shares; 2025Q1: 14,611 shares; 2025Q2: 13,390 shares; 2025Q3: 14,265 shares; 2025Q4: 13,676 shares 13,676 $1.79M 0.03% -589 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: 33,567 shares; 2024Q4: 37,309 shares; 2025Q1: 36,444 shares; 2025Q2: 37,407 shares; 2025Q3: 39,973 shares; 2025Q4: 38,653 shares 38,653 $1.79M 0.03% -1,320 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,784 shares; 2024Q4: 12,077 shares; 2025Q1: 14,544 shares; 2025Q2: 17,088 shares; 2025Q3: 17,746 shares; 2025Q4: 17,908 shares 17,908 $1.79M 0.03% +162 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,207 shares; 2024Q4: 9,781 shares; 2025Q1: 9,539 shares; 2025Q2: 9,855 shares; 2025Q3: 9,380 shares; 2025Q4: 9,636 shares 9,636 $1.79M 0.03% +256 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,517 shares; 2024Q4: 82,824 shares; 2025Q1: 79,879 shares; 2025Q2: 95,334 shares; 2025Q3: 96,663 shares; 2025Q4: 99,635 shares 99,635 $1.78M 0.02% +2,972 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,313 shares; 2024Q4: 15,313 shares; 2025Q1: 14,023 shares; 2025Q2: 34,870 shares; 2025Q3: 34,870 shares; 2025Q4: 34,870 shares 34,870 $1.74M 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 5,031 shares; 2025Q1: 6,368 shares; 2025Q2: 5,230 shares; 2025Q3: 5,301 shares; 2025Q4: 5,351 shares 5,351 $1.73M 0.02% +50 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 4,069 shares; 2025Q1: 4,063 shares; 2025Q2: 3,664 shares; 2025Q3: 3,693 shares; 2025Q4: 3,698 shares 3,698 $1.73M 0.02% +5 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: 2,648 shares; 2024Q4: 2,952 shares; 2025Q1: 3,034 shares; 2025Q2: 4,458 shares; 2025Q3: 4,753 shares; 2025Q4: 4,421 shares 4,421 $1.72M 0.02% -332 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 12,539 shares; 2025Q1: 14,076 shares; 2025Q2: 14,579 shares; 2025Q3: 14,943 shares; 2025Q4: 14,871 shares 14,871 $1.71M 0.02% -72 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 5,131 shares; 2025Q1: 5,282 shares; 2025Q2: 4,957 shares; 2025Q3: 5,156 shares; 2025Q4: 5,929 shares 5,929 $1.7M 0.02% +773 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 5,788 shares; 2025Q1: 6,377 shares; 2025Q2: 6,365 shares; 2025Q3: 6,783 shares; 2025Q4: 7,843 shares 7,843 $1.7M 0.02% +1,060 Timeline RWX 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: 44,584 shares; 2024Q4: 34,508 shares; 2025Q1: 46,347 shares; 2025Q2: 90,659 shares; 2025Q3: 90,334 shares; 2025Q4: 60,710 shares 60,710 $1.7M 0.02% -29,624 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 7,679 shares; 2025Q1: 8,552 shares; 2025Q2: 7,742 shares; 2025Q3: 8,503 shares; 2025Q4: 8,103 shares 8,103 $1.69M 0.02% -400 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,581 shares 25,581 $1.68M 0.02% new 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: 11,469 shares; 2024Q4: 13,209 shares; 2025Q1: 11,891 shares; 2025Q2: 11,864 shares; 2025Q3: 11,493 shares; 2025Q4: 11,457 shares 11,457 $1.64M 0.02% -36 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,386 shares; 2024Q4: 26,804 shares; 2025Q1: 29,028 shares; 2025Q2: 31,482 shares; 2025Q3: 32,545 shares; 2025Q4: 33,306 shares 33,306 $1.64M 0.02% +761 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: 6,533 shares; 2024Q4: 6,595 shares; 2025Q1: 5,029 shares; 2025Q2: 5,185 shares; 2025Q3: 5,351 shares; 2025Q4: 5,516 shares 5,516 $1.63M 0.02% +165 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: 7,492 shares; 2024Q4: 7,498 shares; 2025Q1: 8,049 shares; 2025Q2: 8,361 shares; 2025Q3: 8,610 shares; 2025Q4: 8,024 shares 8,024 $1.63M 0.02% -586 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: 26,650 shares; 2024Q4: 29,974 shares; 2025Q1: 28,288 shares; 2025Q2: 29,552 shares; 2025Q3: 29,257 shares; 2025Q4: 26,807 shares 26,807 $1.61M 0.02% -2,450 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: 4,147 shares; 2024Q4: 4,216 shares; 2025Q1: 4,490 shares; 2025Q2: 5,770 shares; 2025Q3: 6,707 shares; 2025Q4: 6,004 shares 6,004 $1.58M 0.02% -703 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: 1,765 shares; 2024Q4: 1,769 shares; 2025Q1: 1,625 shares; 2025Q2: 1,864 shares; 2025Q3: 1,708 shares; 2025Q4: 1,550 shares 1,550 $1.56M 0.02% -158 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: 2,351 shares; 2024Q4: 2,918 shares; 2025Q1: 3,210 shares; 2025Q2: 4,207 shares; 2025Q3: 5,123 shares; 2025Q4: 5,003 shares 5,003 $1.56M 0.02% -120 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: 18,383 shares; 2024Q4: 44,984 shares; 2025Q1: 46,254 shares; 2025Q2: 46,427 shares; 2025Q3: 46,427 shares; 2025Q4: 64,815 shares 64,815 $1.56M 0.02% +18,388 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,004 shares; 2025Q1: 2,603 shares; 2025Q2: 10,707 shares; 2025Q3: 11,244 shares; 2025Q4: 11,817 shares 11,817 $1.55M 0.02% +573 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: 5,276 shares; 2024Q4: 5,297 shares; 2025Q1: 5,446 shares; 2025Q2: 5,368 shares; 2025Q3: 5,378 shares; 2025Q4: 5,319 shares 5,319 $1.54M 0.02% -59 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: 43,112 shares; 2024Q4: 43,118 shares; 2025Q1: 53,086 shares; 2025Q2: 52,992 shares; 2025Q3: 49,371 shares; 2025Q4: 42,133 shares 42,133 $1.53M 0.02% -7,238 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,142 shares; 2024Q4: 15,140 shares; 2025Q1: 15,507 shares; 2025Q2: 15,681 shares; 2025Q3: 15,681 shares; 2025Q4: 15,262 shares 15,262 $1.52M 0.02% -419 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: 12,431 shares; 2024Q4: 9,354 shares; 2025Q1: 10,727 shares; 2025Q2: 12,691 shares; 2025Q3: 12,739 shares; 2025Q4: 12,705 shares 12,705 $1.52M 0.02% -34 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,457 shares; 2024Q4: 504,493 shares; 2025Q1: 521,719 shares; 2025Q2: 615,645 shares; 2025Q3: 487,282 shares; 2025Q4: 534,119 shares 534,119 $1.52M 0.02% +46,837 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: 7,184 shares; 2024Q4: 7,184 shares; 2025Q1: 7,308 shares; 2025Q2: 7,206 shares; 2025Q3: 7,206 shares; 2025Q4: 7,142 shares 7,142 $1.51M 0.02% -64 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares 10,700 $1.51M 0.02% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,935 shares; 2024Q4: 14,968 shares; 2025Q1: 8,492 shares; 2025Q2: 8,565 shares; 2025Q3: 8,798 shares; 2025Q4: 8,587 shares 8,587 $1.5M 0.02% -211 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 4,753 shares; 2025Q1: 4,945 shares; 2025Q2: 5,408 shares; 2025Q3: 5,384 shares; 2025Q4: 5,336 shares 5,336 $1.49M 0.02% -48 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,072 shares; 2024Q4: 16,287 shares; 2025Q1: 16,947 shares; 2025Q2: 13,846 shares; 2025Q3: 15,273 shares; 2025Q4: 15,487 shares 15,487 $1.49M 0.02% +214 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,526 shares; 2024Q4: 10,192 shares; 2025Q1: 10,203 shares; 2025Q2: 11,577 shares; 2025Q3: 12,102 shares; 2025Q4: 11,699 shares 11,699 $1.47M 0.02% -403 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,452 shares; 2024Q4: 104,715 shares; 2025Q1: 75,108 shares; 2025Q2: 145,218 shares; 2025Q3: 132,162 shares; 2025Q4: 104,453 shares 104,453 $1.47M 0.02% -27,709 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,068 shares; 2025Q3: 2,195 shares; 2025Q4: 16,211 shares 16,211 $1.46M 0.02% +14,016 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,587 shares; 2025Q1: 1,657 shares; 2025Q2: 1,585 shares; 2025Q3: 1,629 shares; 2025Q4: 1,658 shares 1,658 $1.46M 0.02% +29 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,837 shares; 2024Q4: 25,818 shares; 2025Q1: 23,137 shares; 2025Q2: 27,843 shares; 2025Q3: 25,825 shares; 2025Q4: 27,141 shares 27,141 $1.46M 0.02% +1,316 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 3,378 shares; 2025Q1: 4,049 shares; 2025Q2: 7,272 shares; 2025Q3: 7,305 shares; 2025Q4: 7,298 shares 7,298 $1.44M 0.02% -7 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: 9,579 shares; 2024Q4: 10,758 shares; 2025Q1: 14,207 shares; 2025Q2: 18,149 shares; 2025Q3: 18,779 shares; 2025Q4: 18,198 shares 18,198 $1.44M 0.02% -581 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: 2,379 shares; 2024Q4: 2,506 shares; 2025Q1: 2,626 shares; 2025Q2: 2,745 shares; 2025Q3: 2,946 shares; 2025Q4: 2,805 shares 2,805 $1.43M 0.02% -141 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,735 shares; 2024Q4: 28,589 shares; 2025Q1: 28,828 shares; 2025Q2: 35,629 shares; 2025Q3: 28,799 shares; 2025Q4: 27,892 shares 27,892 $1.42M 0.02% -907 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: 11,381 shares; 2024Q4: 12,113 shares; 2025Q1: 10,283 shares; 2025Q2: 7,596 shares; 2025Q3: 7,542 shares; 2025Q4: 5,741 shares 5,741 $1.41M 0.02% -1,801 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: 26,720 shares; 2024Q4: 26,720 shares; 2025Q1: 26,720 shares; 2025Q2: 26,720 shares; 2025Q3: 26,720 shares; 2025Q4: 26,720 shares 26,720 $1.41M 0.02% 0 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: 15,268 shares; 2024Q4: 13,601 shares; 2025Q1: 15,975 shares; 2025Q2: 8,895 shares; 2025Q3: 10,194 shares; 2025Q4: 11,050 shares 11,050 $1.41M 0.02% +856 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,589 shares; 2024Q4: 40,007 shares; 2025Q1: 40,598 shares; 2025Q2: 59,520 shares; 2025Q3: 56,672 shares; 2025Q4: 60,283 shares 60,283 $1.41M 0.02% +3,611 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,313 shares; 2024Q4: 7,098 shares; 2025Q1: 9,349 shares; 2025Q2: 9,312 shares; 2025Q3: 9,349 shares; 2025Q4: 9,221 shares 9,221 $1.39M 0.02% -128 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 7,515 shares; 2025Q1: 7,189 shares; 2025Q2: 7,694 shares; 2025Q3: 7,504 shares; 2025Q4: 7,739 shares 7,739 $1.39M 0.02% +235 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,591 shares; 2025Q1: 2,625 shares; 2025Q2: 16,316 shares; 2025Q3: 15,884 shares; 2025Q4: 16,074 shares 16,074 $1.39M 0.02% +190 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,108 shares; 2024Q4: 19,108 shares; 2025Q1: 19,108 shares; 2025Q2: 19,108 shares; 2025Q3: 19,108 shares; 2025Q4: 19,108 shares 19,108 $1.37M 0.02% 0 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: 55,611 shares; 2024Q4: 61,583 shares; 2025Q1: 69,412 shares; 2025Q2: 70,886 shares; 2025Q3: 69,333 shares; 2025Q4: 70,777 shares 70,777 $1.37M 0.02% +1,444 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,757 shares; 2024Q4: 10,354 shares; 2025Q1: 31,019 shares; 2025Q2: 74,956 shares; 2025Q3: 74,981 shares; 2025Q4: 73,639 shares 73,639 $1.35M 0.02% -1,342 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: 7,904 shares; 2024Q4: 7,876 shares; 2025Q1: 8,583 shares; 2025Q2: 7,859 shares; 2025Q3: 8,191 shares; 2025Q4: 8,391 shares 8,391 $1.35M 0.02% +200 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,494 shares 16,494 $1.35M 0.02% new Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,406 shares; 2024Q4: 42,383 shares; 2025Q1: 37,851 shares; 2025Q2: 41,561 shares; 2025Q3: 39,068 shares; 2025Q4: 32,213 shares 32,213 $1.34M 0.02% -6,855 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: 5,058 shares; 2024Q4: 2,846 shares; 2025Q1: 2,833 shares; 2025Q2: 2,869 shares; 2025Q3: 2,784 shares; 2025Q4: 2,840 shares 2,840 $1.33M 0.02% +56 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,448 shares; 2024Q4: 37,138 shares; 2025Q1: 22,011 shares; 2025Q2: 82,344 shares; 2025Q3: 81,071 shares; 2025Q4: 56,751 shares 56,751 $1.33M 0.02% -24,320 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: 17,324 shares; 2024Q4: 17,269 shares; 2025Q1: 19,462 shares; 2025Q2: 18,755 shares; 2025Q3: 18,649 shares; 2025Q4: 15,737 shares 15,737 $1.33M 0.02% -2,912 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: 11,491 shares; 2024Q4: 11,806 shares; 2025Q1: 14,246 shares; 2025Q2: 14,857 shares; 2025Q3: 15,392 shares; 2025Q4: 15,200 shares 15,200 $1.32M 0.02% -192 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: 15,006 shares; 2024Q4: 13,561 shares; 2025Q1: 13,561 shares; 2025Q2: 12,797 shares; 2025Q3: 12,247 shares; 2025Q4: 9,212 shares 9,212 $1.32M 0.02% -3,035 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: 23,638 shares; 2024Q4: 24,207 shares; 2025Q1: 21,490 shares; 2025Q2: 21,729 shares; 2025Q3: 21,553 shares; 2025Q4: 20,693 shares 20,693 $1.32M 0.02% -860 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,772 shares; 2024Q4: 3,876 shares; 2025Q1: 3,383 shares; 2025Q2: 3,342 shares; 2025Q3: 2,827 shares; 2025Q4: 2,724 shares 2,724 $1.32M 0.02% -103 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 21,416 shares; 2025Q1: 19,515 shares; 2025Q2: 20,327 shares; 2025Q3: 23,220 shares; 2025Q4: 22,100 shares 22,100 $1.27M 0.02% -1,120 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: 5,732 shares; 2024Q4: 5,923 shares; 2025Q1: 6,253 shares; 2025Q2: 6,176 shares; 2025Q3: 6,159 shares; 2025Q4: 5,151 shares 5,151 $1.27M 0.02% -1,008 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,810 shares; 2025Q4: 14,810 shares 14,810 $1.27M 0.02% 0 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: 21,568 shares; 2024Q4: 22,350 shares; 2025Q1: 23,352 shares; 2025Q2: 24,846 shares; 2025Q3: 27,851 shares; 2025Q4: 27,713 shares 27,713 $1.26M 0.02% -138 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,508 shares; 2025Q4: 1,662 shares 1,662 $1.25M 0.02% +154 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: 13,482 shares; 2024Q4: 12,299 shares; 2025Q1: 12,913 shares; 2025Q2: 12,988 shares; 2025Q3: 11,061 shares; 2025Q4: 12,584 shares 12,584 $1.25M 0.02% +1,523 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,310 shares; 2024Q4: 19,027 shares; 2025Q1: 19,864 shares; 2025Q2: 13,800 shares; 2025Q3: 12,791 shares; 2025Q4: 12,318 shares 12,318 $1.24M 0.02% -473 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: 64,984 shares; 2024Q4: 65,918 shares; 2025Q1: 59,129 shares; 2025Q2: 52,003 shares; 2025Q3: 51,646 shares; 2025Q4: 51,564 shares 51,564 $1.24M 0.02% -82 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: 3,339 shares; 2024Q4: 3,165 shares; 2025Q1: 3,577 shares; 2025Q2: 3,733 shares; 2025Q3: 3,722 shares; 2025Q4: 3,663 shares 3,663 $1.23M 0.02% -59 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: 3,123 shares; 2024Q4: 2,791 shares; 2025Q1: 3,003 shares; 2025Q2: 2,978 shares; 2025Q3: 2,974 shares; 2025Q4: 2,914 shares 2,914 $1.23M 0.02% -60 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: 18,767 shares 18,767 $1.23M 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,686 shares; 2025Q1: 6,145 shares; 2025Q2: 5,893 shares; 2025Q3: 5,904 shares; 2025Q4: 5,962 shares 5,962 $1.23M 0.02% +58 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,780 shares; 2024Q4: 119,524 shares; 2025Q1: 157,823 shares; 2025Q2: 183,254 shares; 2025Q3: 163,136 shares; 2025Q4: 155,105 shares 155,105 $1.22M 0.02% -8,031 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 22,520 shares; 2025Q1: 22,767 shares; 2025Q2: 24,282 shares; 2025Q3: 24,516 shares; 2025Q4: 24,375 shares 24,375 $1.22M 0.02% -141 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: 59,700 shares; 2024Q4: 68,755 shares; 2025Q1: 71,962 shares; 2025Q2: 76,496 shares; 2025Q3: 74,034 shares; 2025Q4: 76,526 shares 76,526 $1.21M 0.02% +2,492 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: 11,794 shares; 2024Q4: 12,151 shares; 2025Q1: 12,283 shares; 2025Q2: 11,577 shares; 2025Q3: 11,853 shares; 2025Q4: 9,446 shares 9,446 $1.19M 0.02% -2,407 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: 8,790 shares; 2024Q4: 9,195 shares; 2025Q1: 9,853 shares; 2025Q2: 10,282 shares; 2025Q3: 12,013 shares; 2025Q4: 10,071 shares 10,071 $1.18M 0.02% -1,942 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,235 shares; 2024Q4: 26,676 shares; 2025Q1: 19,598 shares; 2025Q2: 19,132 shares; 2025Q3: 32,188 shares; 2025Q4: 32,287 shares 32,287 $1.18M 0.02% +99 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 6,004 shares; 2025Q1: 5,935 shares; 2025Q2: 7,737 shares; 2025Q3: 8,208 shares; 2025Q4: 7,263 shares 7,263 $1.18M 0.02% -945 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,333 shares; 2024Q4: 15,133 shares; 2025Q1: 18,888 shares; 2025Q2: 8,247 shares; 2025Q3: 10,651 shares; 2025Q4: 14,346 shares 14,346 $1.16M 0.02% +3,695 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 8,068 shares; 2025Q1: 8,296 shares; 2025Q2: 8,306 shares; 2025Q3: 7,360 shares; 2025Q4: 5,166 shares 5,166 $1.16M 0.02% -2,194 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,851 shares; 2024Q4: 11,336 shares; 2025Q1: 13,355 shares; 2025Q2: 8,136 shares; 2025Q3: 9,110 shares; 2025Q4: 8,949 shares 8,949 $1.15M 0.02% -161 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,537 shares; 2024Q4: 49,265 shares; 2025Q1: 49,265 shares; 2025Q2: 49,265 shares; 2025Q3: 49,265 shares; 2025Q4: 49,265 shares 49,265 $1.15M 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,547 shares; 2024Q4: 21,007 shares; 2025Q1: 19,156 shares; 2025Q2: 19,051 shares; 2025Q3: 17,513 shares; 2025Q4: 14,526 shares 14,526 $1.15M 0.02% -2,987 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,606 shares; 2024Q4: 28,008 shares; 2025Q1: 28,849 shares; 2025Q2: 28,643 shares; 2025Q3: 27,835 shares; 2025Q4: 29,135 shares 29,135 $1.14M 0.02% +1,300 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: 9,638 shares; 2024Q4: 9,479 shares; 2025Q1: 10,884 shares; 2025Q2: 10,365 shares; 2025Q3: 10,277 shares; 2025Q4: 10,271 shares 10,271 $1.13M 0.02% -6 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,640 shares; 2025Q1: 2,711 shares; 2025Q2: 3,082 shares; 2025Q3: 3,204 shares; 2025Q4: 3,200 shares 3,200 $1.13M 0.02% -4 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: 14,806 shares; 2024Q4: 14,743 shares; 2025Q1: 15,395 shares; 2025Q2: 23,523 shares; 2025Q3: 24,164 shares; 2025Q4: 24,128 shares 24,128 $1.13M 0.02% -36 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: 3,341 shares; 2024Q4: 3,261 shares; 2025Q1: 3,305 shares; 2025Q2: 3,493 shares; 2025Q3: 3,599 shares; 2025Q4: 3,826 shares 3,826 $1.12M 0.02% +227 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,976 shares; 2024Q4: 21,642 shares; 2025Q1: 20,368 shares; 2025Q2: 20,982 shares; 2025Q3: 21,407 shares; 2025Q4: 20,969 shares 20,969 $1.12M 0.02% -438 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: 12,308 shares; 2024Q4: 12,485 shares; 2025Q1: 11,576 shares; 2025Q2: 14,466 shares; 2025Q3: 15,273 shares; 2025Q4: 15,163 shares 15,163 $1.12M 0.02% -110 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 2,440 shares; 2025Q1: 3,824 shares; 2025Q2: 5,475 shares; 2025Q3: 5,941 shares; 2025Q4: 6,305 shares 6,305 $1.11M 0.02% +364 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,558 shares; 2024Q4: 11,057 shares; 2025Q1: 11,322 shares; 2025Q2: 11,559 shares; 2025Q3: 12,095 shares; 2025Q4: 11,740 shares 11,740 $1.11M 0.02% -355 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 14,863 shares; 2025Q1: 14,907 shares; 2025Q2: 15,130 shares; 2025Q3: 15,306 shares; 2025Q4: 15,564 shares 15,564 $1.09M 0.02% +258 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,803 shares; 2025Q2: 14,960 shares; 2025Q3: 14,960 shares; 2025Q4: 16,555 shares 16,555 $1.09M 0.02% +1,595 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 7,653 shares; 2025Q1: 6,094 shares; 2025Q2: 7,184 shares; 2025Q3: 7,317 shares; 2025Q4: 7,044 shares 7,044 $1.09M 0.02% -273 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 3,701 shares; 2025Q1: 3,791 shares; 2025Q2: 3,936 shares; 2025Q3: 3,917 shares; 2025Q4: 3,906 shares 3,906 $1.08M 0.02% -11 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,415 shares; 2025Q1: 4,881 shares; 2025Q2: 5,639 shares; 2025Q3: 5,816 shares; 2025Q4: 5,242 shares 5,242 $1.07M 0.02% -574 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,087 shares; 2025Q1: 1,303 shares; 2025Q2: 1,565 shares; 2025Q3: 1,609 shares; 2025Q4: 1,324 shares 1,324 $1.07M 0.02% -285 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: 8,048 shares; 2024Q4: 8,151 shares; 2025Q1: 13,038 shares; 2025Q2: 15,550 shares; 2025Q3: 16,642 shares; 2025Q4: 18,872 shares 18,872 $1.06M 0.01% +2,230 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,541 shares; 2024Q4: 9,856 shares; 2025Q1: 10,699 shares; 2025Q2: 11,703 shares; 2025Q3: 12,031 shares; 2025Q4: 13,577 shares 13,577 $1.05M 0.01% +1,546 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,313 shares; 2024Q4: 3,463 shares; 2025Q1: 3,398 shares; 2025Q2: 4,578 shares; 2025Q3: 4,709 shares; 2025Q4: 4,644 shares 4,644 $1.05M 0.01% -65 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 2,639 shares; 2025Q1: 3,704 shares; 2025Q2: 5,143 shares; 2025Q3: 5,771 shares; 2025Q4: 5,751 shares 5,751 $1.05M 0.01% -20 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,074 shares; 2025Q3: 15,897 shares; 2025Q4: 16,229 shares 16,229 $1.03M 0.01% +332 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,026 shares; 2024Q4: 9,591 shares; 2025Q1: 9,781 shares; 2025Q2: 10,043 shares; 2025Q3: 6,766 shares; 2025Q4: 5,876 shares 5,876 $1.03M 0.01% -890 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: not reported; 2024Q4: not reported; 2025Q1: 23,989 shares; 2025Q2: 18,618 shares; 2025Q3: 18,618 shares; 2025Q4: 18,623 shares 18,623 $1.02M 0.01% +5 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: 107,667 shares; 2024Q4: 114,920 shares; 2025Q1: 132,485 shares; 2025Q2: 143,695 shares; 2025Q3: 137,094 shares; 2025Q4: 138,878 shares 138,878 $1.02M 0.01% +1,784 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,230 shares; 2024Q4: 64,070 shares; 2025Q1: 68,603 shares; 2025Q2: 53,456 shares; 2025Q3: 45,274 shares; 2025Q4: 45,319 shares 45,319 $1.01M 0.01% +45 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,719 shares; 2024Q4: 11,720 shares; 2025Q1: 11,673 shares; 2025Q2: 11,789 shares; 2025Q3: 12,093 shares; 2025Q4: 12,102 shares 12,102 $1.01M 0.01% +9 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 2,949 shares; 2025Q1: 2,951 shares; 2025Q2: 2,952 shares; 2025Q3: 3,285 shares; 2025Q4: 2,617 shares 2,617 $1M 0.01% -668 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,369 shares; 2024Q4: 5,516 shares; 2025Q1: 5,884 shares; 2025Q2: 5,517 shares; 2025Q3: 5,806 shares; 2025Q4: 5,575 shares 5,575 $996K 0.01% -231 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares 11,100 $993K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,907 shares; 2025Q1: 4,975 shares; 2025Q2: 4,324 shares; 2025Q3: 4,291 shares; 2025Q4: 4,357 shares 4,357 $991K 0.01% +66 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 15,604 shares; 2025Q1: 15,961 shares; 2025Q2: 16,340 shares; 2025Q3: 16,363 shares; 2025Q4: 15,813 shares 15,813 $988K 0.01% -550 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,570 shares; 2024Q4: 12,483 shares; 2025Q1: 12,483 shares; 2025Q2: 12,483 shares; 2025Q3: 12,248 shares; 2025Q4: 11,551 shares 11,551 $985K 0.01% -697 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,061 shares; 2024Q4: 12,103 shares; 2025Q1: 15,122 shares; 2025Q2: 17,196 shares; 2025Q3: 15,091 shares; 2025Q4: 13,362 shares 13,362 $982K 0.01% -1,729 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: 3,679 shares; 2024Q4: 3,761 shares; 2025Q1: 4,780 shares; 2025Q2: 4,724 shares; 2025Q3: 4,783 shares; 2025Q4: 4,795 shares 4,795 $980K 0.01% +12 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: 11,047 shares; 2024Q4: 11,950 shares; 2025Q1: 13,169 shares; 2025Q2: 13,324 shares; 2025Q3: 13,107 shares; 2025Q4: 13,224 shares 13,224 $974K 0.01% +117 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 6,946 shares; 2025Q1: 7,057 shares; 2025Q2: 7,203 shares; 2025Q3: 6,852 shares; 2025Q4: 6,714 shares 6,714 $967K 0.01% -138 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 10,290 shares; 2025Q1: 10,290 shares; 2025Q2: 10,260 shares; 2025Q3: 10,260 shares; 2025Q4: 9,976 shares 9,976 $966K 0.01% -284 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,748 shares; 2025Q1: 1,758 shares; 2025Q2: 1,680 shares; 2025Q3: 1,688 shares; 2025Q4: 1,676 shares 1,676 $962K 0.01% -12 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,884 shares; 2024Q4: 13,174 shares; 2025Q1: 17,783 shares; 2025Q2: 18,201 shares; 2025Q3: 15,956 shares; 2025Q4: 12,051 shares 12,051 $955K 0.01% -3,905 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 7,178 shares; 2025Q1: 6,992 shares; 2025Q2: 7,386 shares; 2025Q3: 7,338 shares; 2025Q4: 7,184 shares 7,184 $952K 0.01% -154 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: 11,590 shares; 2024Q4: 11,359 shares; 2025Q1: 8,611 shares; 2025Q2: 11,667 shares; 2025Q3: 9,759 shares; 2025Q4: 9,623 shares 9,623 $941K 0.01% -136 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: 8,317 shares; 2024Q4: 8,383 shares; 2025Q1: 7,875 shares; 2025Q2: 5,512 shares; 2025Q3: 5,420 shares; 2025Q4: 4,424 shares 4,424 $938K 0.01% -996 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,960 shares; 2024Q4: 11,310 shares; 2025Q1: 11,799 shares; 2025Q2: 12,089 shares; 2025Q3: 11,802 shares; 2025Q4: 8,222 shares 8,222 $922K 0.01% -3,580 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,281 shares; 2025Q1: 1,269 shares; 2025Q2: 1,478 shares; 2025Q3: 1,477 shares; 2025Q4: 1,479 shares 1,479 $921K 0.01% +2 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: 30,656 shares; 2024Q4: 31,189 shares; 2025Q1: 31,579 shares; 2025Q2: 31,579 shares; 2025Q3: 32,144 shares; 2025Q4: 32,155 shares 32,155 $905K 0.01% +11 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: 1,425 shares; 2024Q4: 1,393 shares; 2025Q1: 1,396 shares; 2025Q2: 1,582 shares; 2025Q3: 1,633 shares; 2025Q4: 1,587 shares 1,587 $905K 0.01% -46 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 10,119 shares; 2025Q1: 10,515 shares; 2025Q2: 10,541 shares; 2025Q3: 9,185 shares; 2025Q4: 9,366 shares 9,366 $898K 0.01% +181 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: not reported; 2024Q4: not reported; 2025Q1: 9,718 shares; 2025Q2: 9,718 shares; 2025Q3: 9,899 shares; 2025Q4: 11,904 shares 11,904 $898K 0.01% +2,005 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: 6,395 shares; 2024Q4: 6,377 shares; 2025Q1: 6,676 shares; 2025Q2: 6,394 shares; 2025Q3: 6,216 shares; 2025Q4: 6,360 shares 6,360 $897K 0.01% +144 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,308 shares; 2025Q1: 4,685 shares; 2025Q2: 5,078 shares; 2025Q3: 5,153 shares; 2025Q4: 5,233 shares 5,233 $892K 0.01% +80 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,326 shares; 2024Q4: 16,162 shares; 2025Q1: 16,067 shares; 2025Q2: 14,587 shares; 2025Q3: 14,576 shares; 2025Q4: 16,884 shares 16,884 $892K 0.01% +2,308 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 5,296 shares; 2025Q1: 5,751 shares; 2025Q2: 4,575 shares; 2025Q3: 4,531 shares; 2025Q4: 4,815 shares 4,815 $891K 0.01% +284 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: 13,945 shares; 2024Q4: 17,289 shares; 2025Q1: 19,118 shares; 2025Q2: 10,369 shares; 2025Q3: 10,080 shares; 2025Q4: 9,518 shares 9,518 $891K 0.01% -562 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: 12,191 shares; 2024Q4: 17,150 shares; 2025Q1: 20,206 shares; 2025Q2: 19,741 shares; 2025Q3: 19,486 shares; 2025Q4: 18,145 shares 18,145 $890K 0.01% -1,341 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,031 shares; 2024Q4: 19,048 shares; 2025Q1: 18,986 shares; 2025Q2: 18,989 shares; 2025Q3: 19,268 shares; 2025Q4: 18,613 shares 18,613 $889K 0.01% -655 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,743 shares; 2024Q4: 30,879 shares; 2025Q1: 31,547 shares; 2025Q2: 33,205 shares; 2025Q3: 32,558 shares; 2025Q4: 34,906 shares 34,906 $888K 0.01% +2,348 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,561 shares; 2024Q4: 17,150 shares; 2025Q1: 17,131 shares; 2025Q2: 10,625 shares; 2025Q3: 10,848 shares; 2025Q4: 10,880 shares 10,880 $885K 0.01% +32 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 3,381 shares; 2025Q1: 3,718 shares; 2025Q2: 5,222 shares; 2025Q3: 4,682 shares; 2025Q4: 4,071 shares 4,071 $884K 0.01% -611 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,174 shares; 2025Q1: 1,368 shares; 2025Q2: 1,561 shares; 2025Q3: 996 shares; 2025Q4: 1,153 shares 1,153 $883K 0.01% +157 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: 13,439 shares 13,439 $879K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: not reported; 2025Q1: 5,479 shares; 2025Q2: 6,536 shares; 2025Q3: 7,301 shares; 2025Q4: 7,428 shares 7,428 $873K 0.01% +127 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,868 shares; 2025Q1: 4,052 shares; 2025Q2: 3,995 shares; 2025Q3: 4,122 shares; 2025Q4: 4,248 shares 4,248 $872K 0.01% +126 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,683 shares; 2024Q4: 10,965 shares; 2025Q1: 9,936 shares; 2025Q2: 11,907 shares; 2025Q3: 13,904 shares; 2025Q4: 15,388 shares 15,388 $868K 0.01% +1,484 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,493 shares; 2024Q4: 137,574 shares; 2025Q1: 160,999 shares; 2025Q2: 169,625 shares; 2025Q3: 157,470 shares; 2025Q4: 163,649 shares 163,649 $867K 0.01% +6,179 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,535 shares; 2025Q3: 5,239 shares; 2025Q4: 4,978 shares 4,978 $858K 0.01% -261 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: 1,062 shares; 2024Q4: 917 shares; 2025Q1: 1,010 shares; 2025Q2: 961 shares; 2025Q3: 1,066 shares; 2025Q4: 1,109 shares 1,109 $856K 0.01% +43 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: 1,244 shares; 2024Q4: 1,225 shares; 2025Q1: 1,478 shares; 2025Q2: 1,137 shares; 2025Q3: 1,187 shares; 2025Q4: 1,263 shares 1,263 $854K 0.01% +76 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,854 shares; 2024Q4: 16,952 shares; 2025Q1: 13,524 shares; 2025Q2: 16,608 shares; 2025Q3: 14,559 shares; 2025Q4: 18,185 shares 18,185 $846K 0.01% +3,626 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,502 shares; 2025Q1: not reported; 2025Q2: 8,264 shares; 2025Q3: 8,352 shares; 2025Q4: 8,283 shares 8,283 $845K 0.01% -69 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares; 2025Q4: 2,784 shares 2,784 $841K 0.01% +75 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,575 shares; 2024Q4: 16,152 shares; 2025Q1: 16,468 shares; 2025Q2: 16,510 shares; 2025Q3: 16,371 shares; 2025Q4: 16,484 shares 16,484 $837K 0.01% +113 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: 4,240 shares; 2024Q4: 4,354 shares; 2025Q1: 4,389 shares; 2025Q2: 4,632 shares; 2025Q3: 4,612 shares; 2025Q4: 4,279 shares 4,279 $832K 0.01% -333 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 13,216 shares; 2025Q1: 14,336 shares; 2025Q2: 14,062 shares; 2025Q3: 14,021 shares; 2025Q4: 14,114 shares 14,114 $827K 0.01% +93 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: 10,551 shares; 2024Q4: 10,822 shares; 2025Q1: 11,327 shares; 2025Q2: 20,098 shares; 2025Q3: 20,251 shares; 2025Q4: 20,366 shares 20,366 $817K 0.01% +115 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 879 shares; 2025Q3: 898 shares; 2025Q4: 873 shares 873 $815K 0.01% -25 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: 5,183 shares; 2024Q4: 4,388 shares; 2025Q1: 4,450 shares; 2025Q2: 14,661 shares; 2025Q3: 15,077 shares; 2025Q4: 5,022 shares 5,022 $808K 0.01% -10,055 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,476 shares; 2025Q2: 6,624 shares; 2025Q3: 6,765 shares; 2025Q4: 7,108 shares 7,108 $804K 0.01% +343 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: 18,684 shares; 2024Q4: 15,087 shares; 2025Q1: 18,976 shares; 2025Q2: 20,525 shares; 2025Q3: 22,608 shares; 2025Q4: 14,730 shares 14,730 $793K 0.01% -7,878 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: 7,456 shares; 2024Q4: 13,815 shares; 2025Q1: 10,399 shares; 2025Q2: 13,337 shares; 2025Q3: 12,995 shares; 2025Q4: 13,110 shares 13,110 $791K 0.01% +115 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: 2,281 shares; 2025Q1: 2,248 shares; 2025Q2: 2,159 shares; 2025Q3: 2,001 shares; 2025Q4: 2,082 shares 2,082 $791K 0.01% +81 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,412 shares; 2024Q4: 43,755 shares; 2025Q1: 44,144 shares; 2025Q2: 44,282 shares; 2025Q3: 42,598 shares; 2025Q4: 45,164 shares 45,164 $790K 0.01% +2,566 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: 14,429 shares; 2024Q4: 16,712 shares; 2025Q1: 13,733 shares; 2025Q2: 21,235 shares; 2025Q3: 21,156 shares; 2025Q4: 24,214 shares 24,214 $776K 0.01% +3,058 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: 649 shares; 2024Q4: 944 shares; 2025Q1: 1,260 shares; 2025Q2: 1,658 shares; 2025Q3: 1,657 shares; 2025Q4: 1,330 shares 1,330 $772K 0.01% -327 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 7,799 shares; 2025Q1: 7,847 shares; 2025Q2: 8,501 shares; 2025Q3: 8,697 shares; 2025Q4: 8,495 shares 8,495 $770K 0.01% -202 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: 5,251 shares; 2024Q4: 5,543 shares; 2025Q1: 5,757 shares; 2025Q2: 7,999 shares; 2025Q3: 5,922 shares; 2025Q4: 8,776 shares 8,776 $767K 0.01% +2,854 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,419 shares; 2024Q4: 17,503 shares; 2025Q1: 19,854 shares; 2025Q2: 26,006 shares; 2025Q3: 11,959 shares; 2025Q4: 27,257 shares 27,257 $763K 0.01% +15,298 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: 13,922 shares; 2024Q4: 15,612 shares; 2025Q1: 17,590 shares; 2025Q2: 16,472 shares; 2025Q3: 18,050 shares; 2025Q4: 17,487 shares 17,487 $762K 0.01% -563 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,550 shares; 2024Q4: 7,706 shares; 2025Q1: 10,574 shares; 2025Q2: 9,755 shares; 2025Q3: 9,399 shares; 2025Q4: 9,555 shares 9,555 $759K 0.01% +156 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: 50,052 shares; 2024Q4: 49,419 shares; 2025Q1: 39,573 shares; 2025Q2: 51,204 shares; 2025Q3: 39,387 shares; 2025Q4: 25,294 shares 25,294 $756K 0.01% -14,093 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: 2,206 shares; 2024Q4: 2,261 shares; 2025Q1: 1,898 shares; 2025Q2: 1,802 shares; 2025Q3: 1,656 shares; 2025Q4: 1,541 shares 1,541 $756K 0.01% -115 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,027 shares; 2025Q1: 4,027 shares; 2025Q2: 4,027 shares; 2025Q3: 7,245 shares; 2025Q4: 7,245 shares 7,245 $754K 0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,273 shares; 2025Q2: 8,085 shares; 2025Q3: 8,085 shares; 2025Q4: 8,085 shares 8,085 $752K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,898 shares; 2025Q1: 1,988 shares; 2025Q2: 1,995 shares; 2025Q3: 1,983 shares; 2025Q4: 2,119 shares 2,119 $748K 0.01% +136 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,907 shares; 2025Q1: 1,873 shares; 2025Q2: 1,717 shares; 2025Q3: 1,860 shares; 2025Q4: 1,914 shares 1,914 $745K 0.01% +54 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,064 shares; 2024Q4: 16,676 shares; 2025Q1: 17,356 shares; 2025Q2: 19,313 shares; 2025Q3: 17,739 shares; 2025Q4: 19,268 shares 19,268 $743K 0.01% +1,529 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,440 shares; 2025Q1: 3,777 shares; 2025Q2: 7,772 shares; 2025Q3: 8,915 shares; 2025Q4: 10,991 shares 10,991 $742K 0.01% +2,076 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: 8,527 shares; 2024Q4: 8,271 shares; 2025Q1: 8,271 shares; 2025Q2: 7,914 shares; 2025Q3: 7,914 shares; 2025Q4: 7,914 shares 7,914 $737K 0.01% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 8,640 shares; 2025Q1: 8,640 shares; 2025Q2: 8,640 shares; 2025Q3: 8,640 shares; 2025Q4: 8,640 shares 8,640 $733K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 6,203 shares; 2025Q1: 6,623 shares; 2025Q2: 6,039 shares; 2025Q3: 6,085 shares; 2025Q4: 6,677 shares 6,677 $731K 0.01% +592 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,973 shares; 2024Q4: 11,853 shares; 2025Q1: 12,298 shares; 2025Q2: 13,780 shares; 2025Q3: 13,032 shares; 2025Q4: 12,826 shares 12,826 $726K 0.01% -206 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 5,526 shares; 2025Q1: 5,554 shares; 2025Q2: 5,640 shares; 2025Q3: 5,551 shares; 2025Q4: 5,307 shares 5,307 $723K 0.01% -244 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: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares 1,502 $722K 0.01% 0 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: 2,845 shares; 2024Q4: not reported; 2025Q1: 2,009 shares; 2025Q2: 2,044 shares; 2025Q3: 2,058 shares; 2025Q4: 2,098 shares 2,098 $713K 0.01% +40 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: 4,760 shares; 2024Q4: 4,760 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 5,559 shares; 2025Q4: 5,202 shares 5,202 $712K 0.01% -357 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,672 shares; 2025Q2: 5,113 shares; 2025Q3: 5,300 shares; 2025Q4: 5,359 shares 5,359 $712K 0.01% +59 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: 605 shares; 2024Q4: 480 shares; 2025Q1: 554 shares; 2025Q2: 526 shares; 2025Q3: 499 shares; 2025Q4: 499 shares 499 $696K 0.01% 0 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,008 shares; 2024Q4: 34,831 shares; 2025Q1: 38,936 shares; 2025Q2: 38,922 shares; 2025Q3: 33,440 shares; 2025Q4: 36,580 shares 36,580 $694K 0.01% +3,140 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: 30,567 shares; 2025Q2: 29,060 shares; 2025Q3: 37,991 shares; 2025Q4: 42,542 shares 42,542 $687K 0.01% +4,551 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,063 shares; 2024Q4: 12,784 shares; 2025Q1: 16,174 shares; 2025Q2: 15,956 shares; 2025Q3: 15,743 shares; 2025Q4: 15,695 shares 15,695 $685K 0.01% -48 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,573 shares; 2025Q1: 1,625 shares; 2025Q2: 1,617 shares; 2025Q3: 1,661 shares; 2025Q4: 1,721 shares 1,721 $684K 0.01% +60 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,347 shares; 2025Q1: 1,866 shares; 2025Q2: 3,045 shares; 2025Q3: 3,097 shares; 2025Q4: 3,118 shares 3,118 $684K 0.01% +21 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: 2,850 shares; 2024Q4: 2,962 shares; 2025Q1: 3,746 shares; 2025Q2: 3,138 shares; 2025Q3: 3,295 shares; 2025Q4: 3,015 shares 3,015 $683K 0.01% -280 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,915 shares; 2025Q1: 4,915 shares; 2025Q2: 4,915 shares; 2025Q3: 4,603 shares; 2025Q4: 6,362 shares 6,362 $679K 0.01% +1,759 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,733 shares; 2024Q4: 19,316 shares; 2025Q1: 18,245 shares; 2025Q2: 17,333 shares; 2025Q3: 17,781 shares; 2025Q4: 18,059 shares 18,059 $675K 0.01% +278 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 7,269 shares; 2025Q1: 7,185 shares; 2025Q2: 6,873 shares; 2025Q3: 8,558 shares; 2025Q4: 9,379 shares 9,379 $674K 0.01% +821 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 3,854 shares; 2025Q1: 4,614 shares; 2025Q2: 5,034 shares; 2025Q3: 5,040 shares; 2025Q4: 5,080 shares 5,080 $670K 0.01% +40 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 186 shares; 2025Q1: 193 shares; 2025Q2: 184 shares; 2025Q3: 400 shares; 2025Q4: 395 shares 395 $668K 0.01% -5 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,223 shares; 2025Q1: 3,711 shares; 2025Q2: 4,540 shares; 2025Q3: 4,417 shares; 2025Q4: 4,837 shares 4,837 $666K 0.01% +420 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: 1,354 shares; 2025Q1: 3,681 shares; 2025Q2: 3,832 shares; 2025Q3: 3,910 shares; 2025Q4: 3,819 shares 3,819 $663K 0.01% -91 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 5,721 shares; 2025Q1: 6,083 shares; 2025Q2: 5,592 shares; 2025Q3: 5,437 shares; 2025Q4: 5,171 shares 5,171 $659K 0.01% -266 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,653 shares; 2025Q1: 3,607 shares; 2025Q2: 3,582 shares; 2025Q3: 3,579 shares; 2025Q4: 3,543 shares 3,543 $654K 0.01% -36 Timeline LTC LTC PPTYS INC More: the full row for LTC 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: 20,147 shares; 2025Q3: 19,410 shares; 2025Q4: 19,011 shares 19,011 $654K 0.01% -399 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: 17,306 shares; 2024Q4: 19,785 shares; 2025Q1: 21,111 shares; 2025Q2: 21,939 shares; 2025Q3: 20,310 shares; 2025Q4: 16,090 shares 16,090 $650K 0.01% -4,220 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 10,069 shares; 2025Q1: 3,841 shares; 2025Q2: 3,841 shares; 2025Q3: 3,706 shares; 2025Q4: 3,243 shares 3,243 $644K 0.01% -463 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 5,788 shares; 2025Q1: 5,548 shares; 2025Q2: 6,003 shares; 2025Q3: 5,588 shares; 2025Q4: 6,460 shares 6,460 $642K 0.01% +872 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 3,236 shares; 2025Q1: 2,456 shares; 2025Q2: 3,139 shares; 2025Q3: 3,029 shares; 2025Q4: 2,994 shares 2,994 $639K 0.01% -35 Timeline IMOS CHIPMOS TECHNOLOGIES INC More: the full row for CHIPMOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,547 shares; 2024Q4: 17,348 shares; 2025Q1: 15,086 shares; 2025Q2: 31,793 shares; 2025Q3: 20,493 shares; 2025Q4: 21,521 shares 21,521 $638K 0.01% +1,028 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,708 shares; 2025Q1: 27,429 shares; 2025Q2: 127,083 shares; 2025Q3: 145,327 shares; 2025Q4: 111,971 shares 111,971 $633K 0.01% -33,356 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: 6,620 shares; 2024Q4: 6,548 shares; 2025Q1: 6,847 shares; 2025Q2: 17,730 shares; 2025Q3: 19,579 shares; 2025Q4: 18,829 shares 18,829 $632K 0.01% -750 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,031 shares; 2024Q4: 6,470 shares; 2025Q1: 6,965 shares; 2025Q2: 6,927 shares; 2025Q3: 6,976 shares; 2025Q4: 7,417 shares 7,417 $630K 0.01% +441 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: 1,860 shares; 2024Q4: 1,876 shares; 2025Q1: 1,987 shares; 2025Q2: 2,151 shares; 2025Q3: 2,178 shares; 2025Q4: 2,225 shares 2,225 $630K 0.01% +47 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 370 shares; 2025Q1: 368 shares; 2025Q2: 408 shares; 2025Q3: 427 shares; 2025Q4: 473 shares 473 $629K 0.01% +46 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,497 shares; 2024Q4: 5,728 shares; 2025Q1: 5,702 shares; 2025Q2: 5,901 shares; 2025Q3: 5,932 shares; 2025Q4: 5,933 shares 5,933 $626K 0.01% +1 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: 733 shares; 2024Q4: 1,205 shares; 2025Q1: 894 shares; 2025Q2: 1,098 shares; 2025Q3: 1,143 shares; 2025Q4: 1,100 shares 1,100 $625K 0.01% -43 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,518 shares; 2024Q4: 28,487 shares; 2025Q1: 49,603 shares; 2025Q2: 54,898 shares; 2025Q3: 57,822 shares; 2025Q4: 52,670 shares 52,670 $625K 0.01% -5,152 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 4,865 shares; 2025Q1: 4,923 shares; 2025Q2: 7,219 shares; 2025Q3: 7,194 shares; 2025Q4: 7,040 shares 7,040 $624K 0.01% -154 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 5,267 shares; 2025Q1: 5,344 shares; 2025Q2: 9,149 shares; 2025Q3: 9,276 shares; 2025Q4: 8,989 shares 8,989 $624K 0.01% -287 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: 12,644 shares; 2024Q4: 15,446 shares; 2025Q1: 26,063 shares; 2025Q2: 19,724 shares; 2025Q3: 13,443 shares; 2025Q4: 12,852 shares 12,852 $623K 0.01% -591 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,202 shares; 2025Q1: 18,168 shares; 2025Q2: 18,598 shares; 2025Q3: 18,334 shares; 2025Q4: 20,004 shares 20,004 $623K 0.01% +1,670 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: 13,358 shares; 2025Q3: 13,360 shares; 2025Q4: 13,307 shares 13,307 $622K 0.01% -53 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,735 shares; 2025Q1: 6,884 shares; 2025Q2: 7,337 shares; 2025Q3: 8,712 shares; 2025Q4: 7,102 shares 7,102 $619K 0.01% -1,610 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,103 shares; 2025Q3: 2,126 shares; 2025Q4: 2,081 shares 2,081 $615K 0.01% -45 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,844 shares; 2025Q1: 1,802 shares; 2025Q2: 2,260 shares; 2025Q3: 2,455 shares; 2025Q4: 2,353 shares 2,353 $615K 0.01% -102 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,590 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,938 shares 55,938 $609K 0.01% new 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: 3,051 shares; 2024Q4: 3,038 shares; 2025Q1: 3,539 shares; 2025Q2: 4,723 shares; 2025Q3: 4,319 shares; 2025Q4: 4,238 shares 4,238 $608K 0.01% -81 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 13,508 shares 13,508 $608K 0.01% new Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,849 shares; 2025Q3: 3,330 shares; 2025Q4: 7,788 shares 7,788 $607K 0.01% +4,458 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: 4,332 shares; 2024Q4: 4,705 shares; 2025Q1: 5,596 shares; 2025Q2: 7,332 shares; 2025Q3: 6,711 shares; 2025Q4: 7,872 shares 7,872 $604K 0.01% +1,161 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,982 shares; 2024Q4: 6,009 shares; 2025Q1: 6,327 shares; 2025Q2: 6,541 shares; 2025Q3: 6,663 shares; 2025Q4: 6,715 shares 6,715 $600K 0.01% +52 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: 6,216 shares; 2024Q4: 6,011 shares; 2025Q1: 4,045 shares; 2025Q2: 4,045 shares; 2025Q3: 3,971 shares; 2025Q4: 3,872 shares 3,872 $599K 0.01% -99 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: 7,591 shares; 2024Q4: 7,943 shares; 2025Q1: 8,071 shares; 2025Q2: 7,858 shares; 2025Q3: 8,041 shares; 2025Q4: 8,110 shares 8,110 $599K 0.01% +69 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,157 shares; 2025Q1: 4,352 shares; 2025Q2: 4,574 shares; 2025Q3: 4,128 shares; 2025Q4: 4,122 shares 4,122 $597K 0.01% -6 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,813 shares; 2024Q4: 6,876 shares; 2025Q1: 8,820 shares; 2025Q2: 9,482 shares; 2025Q3: 10,534 shares; 2025Q4: 9,847 shares 9,847 $595K 0.01% -687 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: 4,521 shares; 2024Q4: 5,314 shares; 2025Q1: 8,257 shares; 2025Q2: 6,075 shares; 2025Q3: 5,442 shares; 2025Q4: 7,446 shares 7,446 $591K 0.01% +2,004 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 11,355 shares; 2025Q1: 11,036 shares; 2025Q2: 13,496 shares; 2025Q3: 10,905 shares; 2025Q4: 16,348 shares 16,348 $589K 0.01% +5,443 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,864 shares; 2025Q2: 16,518 shares; 2025Q3: 17,688 shares; 2025Q4: 20,330 shares 20,330 $586K 0.01% +2,642 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,143 shares; 2025Q4: 2,318 shares 2,318 $582K 0.01% +1,175 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,247 shares; 2025Q1: 2,274 shares; 2025Q2: 2,182 shares; 2025Q3: 2,232 shares; 2025Q4: 1,781 shares 1,781 $582K 0.01% -451 Timeline YORW YORK WTR CO More: the full row for YORK WTR 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: 7,261 shares; 2025Q3: 12,524 shares; 2025Q4: 18,171 shares 18,171 $579K 0.01% +5,647 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 995 shares; 2025Q1: 873 shares; 2025Q2: 1,254 shares; 2025Q3: 1,264 shares; 2025Q4: 1,288 shares 1,288 $572K 0.01% +24 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,710 shares; 2024Q4: 8,054 shares; 2025Q1: 10,970 shares; 2025Q2: 8,826 shares; 2025Q3: 8,190 shares; 2025Q4: 10,739 shares 10,739 $571K 0.01% +2,549 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 18,156 shares; 2025Q3: 18,365 shares; 2025Q4: 18,230 shares 18,230 $570K 0.01% -135 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,572 shares; 2025Q1: 1,776 shares; 2025Q2: 2,022 shares; 2025Q3: 2,025 shares; 2025Q4: 2,001 shares 2,001 $569K 0.01% -24 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,129 shares; 2024Q4: 15,916 shares; 2025Q1: 16,835 shares; 2025Q2: 16,392 shares; 2025Q3: 16,763 shares; 2025Q4: 17,096 shares 17,096 $569K 0.01% +333 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,408 shares; 2025Q1: 1,477 shares; 2025Q2: 1,471 shares; 2025Q3: 2,543 shares; 2025Q4: 2,521 shares 2,521 $568K 0.01% -22 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,006 shares; 2025Q3: 17,850 shares; 2025Q4: 34,359 shares 34,359 $564K 0.01% +16,509 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,835 shares; 2024Q4: 21,835 shares; 2025Q1: 21,835 shares; 2025Q2: 21,835 shares; 2025Q3: 21,835 shares; 2025Q4: 21,835 shares 21,835 $564K 0.01% 0 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: 6,509 shares; 2024Q4: 6,506 shares; 2025Q1: 6,039 shares; 2025Q2: 6,210 shares; 2025Q3: 5,967 shares; 2025Q4: 5,479 shares 5,479 $561K 0.01% -488 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,922 shares; 2024Q4: 70,862 shares; 2025Q1: 73,338 shares; 2025Q2: 61,361 shares; 2025Q3: 69,134 shares; 2025Q4: 66,479 shares 66,479 $558K 0.01% -2,655 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 3,540 shares; 2025Q1: 3,734 shares; 2025Q2: 3,772 shares; 2025Q3: 3,736 shares; 2025Q4: 3,483 shares 3,483 $555K 0.01% -253 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,662 shares; 2025Q1: 1,757 shares; 2025Q2: 1,669 shares; 2025Q3: 1,532 shares; 2025Q4: 1,245 shares 1,245 $554K 0.01% -287 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,008 shares; 2024Q4: 15,529 shares; 2025Q1: 18,749 shares; 2025Q2: 15,718 shares; 2025Q3: 17,081 shares; 2025Q4: 16,453 shares 16,453 $554K 0.01% -628 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE 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: 17,162 shares 17,162 $547K 0.01% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 473 shares; 2025Q1: 484 shares; 2025Q2: 589 shares; 2025Q3: not reported; 2025Q4: 2,163 shares 2,163 $546K 0.01% new 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: 4,085 shares; 2024Q4: 3,102 shares; 2025Q1: 3,421 shares; 2025Q2: 3,744 shares; 2025Q3: 3,793 shares; 2025Q4: 4,004 shares 4,004 $545K 0.01% +211 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 2,130 shares; 2025Q1: 2,885 shares; 2025Q2: 2,689 shares; 2025Q3: 2,791 shares; 2025Q4: 2,701 shares 2,701 $544K 0.01% -90 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: 5,393 shares; 2024Q4: 5,781 shares; 2025Q1: 5,388 shares; 2025Q2: 6,889 shares; 2025Q3: 7,160 shares; 2025Q4: 6,556 shares 6,556 $544K 0.01% -604 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,806 shares; 2025Q3: 22,809 shares; 2025Q4: 22,143 shares 22,143 $542K 0.01% -666 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS 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: 22,003 shares; 2025Q2: 52,639 shares; 2025Q3: 106,662 shares; 2025Q4: 125,305 shares 125,305 $539K 0.01% +18,643 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: 896 shares; 2024Q4: 854 shares; 2025Q1: 1,329 shares; 2025Q2: 1,284 shares; 2025Q3: 1,807 shares; 2025Q4: 1,146 shares 1,146 $538K 0.01% -661 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: 5,493 shares; 2024Q4: 6,547 shares; 2025Q1: 6,074 shares; 2025Q2: 6,982 shares; 2025Q3: 7,892 shares; 2025Q4: 6,952 shares 6,952 $538K 0.01% -940 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,278 shares; 2024Q4: 10,050 shares; 2025Q1: 11,654 shares; 2025Q2: 23,916 shares; 2025Q3: 23,011 shares; 2025Q4: 20,715 shares 20,715 $537K 0.01% -2,296 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: 5,622 shares; 2024Q4: 5,622 shares; 2025Q1: 5,622 shares; 2025Q2: 5,622 shares; 2025Q3: 5,622 shares; 2025Q4: 5,622 shares 5,622 $535K 0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,450 shares; 2025Q1: 1,460 shares; 2025Q2: 1,347 shares; 2025Q3: 1,302 shares; 2025Q4: 1,261 shares 1,261 $532K 0.01% -41 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,025 shares; 2025Q1: 2,967 shares; 2025Q2: 3,023 shares; 2025Q3: 3,119 shares; 2025Q4: 3,256 shares 3,256 $532K 0.01% +137 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,513 shares; 2025Q1: 2,731 shares; 2025Q2: 2,875 shares; 2025Q3: 3,181 shares; 2025Q4: 2,736 shares 2,736 $531K 0.01% -445 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,131 shares; 2024Q4: 7,729 shares; 2025Q1: 8,017 shares; 2025Q2: 8,242 shares; 2025Q3: 8,307 shares; 2025Q4: 8,831 shares 8,831 $530K 0.01% +524 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 10,939 shares; 2025Q1: 10,986 shares; 2025Q2: 11,824 shares; 2025Q3: 11,187 shares; 2025Q4: 11,078 shares 11,078 $530K 0.01% -109 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,572 shares; 2024Q4: 7,131 shares; 2025Q1: 6,671 shares; 2025Q2: 7,451 shares; 2025Q3: 7,573 shares; 2025Q4: 8,201 shares 8,201 $528K 0.01% +628 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,530 shares; 2024Q4: 7,777 shares; 2025Q1: 8,891 shares; 2025Q2: 8,813 shares; 2025Q3: 8,971 shares; 2025Q4: 9,022 shares 9,022 $527K 0.01% +51 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: 10,340 shares; 2024Q4: 10,340 shares; 2025Q1: 10,340 shares; 2025Q2: 10,348 shares; 2025Q3: 10,348 shares; 2025Q4: 10,627 shares 10,627 $526K 0.01% +279 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,235 shares; 2025Q1: 2,558 shares; 2025Q2: 3,557 shares; 2025Q3: 3,033 shares; 2025Q4: 2,769 shares 2,769 $521K 0.01% -264 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,145 shares; 2025Q1: 2,136 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,108 shares 2,108 $520K 0.01% -7 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,475 shares; 2025Q1: 1,653 shares; 2025Q2: 2,626 shares; 2025Q3: 2,753 shares; 2025Q4: 2,556 shares 2,556 $519K 0.01% -197 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 15,989 shares; 2025Q2: 27,739 shares; 2025Q3: 29,733 shares; 2025Q4: 26,218 shares 26,218 $517K 0.01% -3,515 Timeline AMSF AMERISAFE INC More: the full row for AMERISAFE 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: 7,025 shares; 2025Q3: 8,237 shares; 2025Q4: 13,447 shares 13,447 $516K 0.01% +5,210 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 11,280 shares; 2025Q1: 10,905 shares; 2025Q2: 10,251 shares; 2025Q3: 9,631 shares; 2025Q4: 6,158 shares 6,158 $516K 0.01% -3,473 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,821 shares; 2024Q4: 4,207 shares; 2025Q1: 4,561 shares; 2025Q2: not reported; 2025Q3: 11,660 shares; 2025Q4: 12,522 shares 12,522 $515K 0.01% +862 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,542 shares; 2024Q4: 21,647 shares; 2025Q1: 22,798 shares; 2025Q2: 24,862 shares; 2025Q3: 24,982 shares; 2025Q4: 25,342 shares 25,342 $514K 0.01% +360 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: not reported; 2025Q1: 381 shares; 2025Q2: 531 shares; 2025Q3: 555 shares; 2025Q4: 567 shares 567 $514K 0.01% +12 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,904 shares; 2024Q4: 19,171 shares; 2025Q1: 20,694 shares; 2025Q2: 23,684 shares; 2025Q3: 17,302 shares; 2025Q4: 17,814 shares 17,814 $503K 0.01% +512 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: 4,674 shares; 2024Q4: 5,484 shares; 2025Q1: 5,109 shares; 2025Q2: 6,072 shares; 2025Q3: 6,077 shares; 2025Q4: 5,903 shares 5,903 $503K 0.01% -174 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,322 shares; 2025Q1: 3,387 shares; 2025Q2: 3,950 shares; 2025Q3: 3,774 shares; 2025Q4: 3,305 shares 3,305 $502K 0.01% -469 Timeline