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: 303,976 shares; 2024Q4: 303,537 shares; 2025Q1: 294,144 shares; 2025Q2: 288,385 shares; 2025Q3: 284,039 shares; 2025Q4: 284,589 shares 284,589 $56.5M 17.42% +550 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 468,096 shares; 2025Q2: 924,284 shares; 2025Q3: 957,013 shares; 2025Q4: 978,004 shares 978,004 $29.8M 9.18% +20,991 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350,267 shares; 2025Q2: 678,704 shares; 2025Q3: 707,015 shares; 2025Q4: 726,946 shares 726,946 $28.3M 8.71% +19,931 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: 224,610 shares; 2024Q4: 230,855 shares; 2025Q1: 228,959 shares; 2025Q2: 213,802 shares; 2025Q3: 212,658 shares; 2025Q4: 190,826 shares 190,826 $22.9M 7.07% -21,832 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: 30,553 shares; 2024Q4: 30,924 shares; 2025Q1: 32,095 shares; 2025Q2: 31,219 shares; 2025Q3: 35,779 shares; 2025Q4: 36,675 shares 36,675 $9.97M 3.07% +896 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,355 shares; 2024Q4: 23,355 shares; 2025Q1: 23,954 shares; 2025Q2: 23,954 shares; 2025Q3: 23,954 shares; 2025Q4: 23,954 shares 23,954 $8.25M 2.54% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,859 shares; 2025Q2: 90,660 shares; 2025Q3: 96,835 shares; 2025Q4: 165,869 shares 165,869 $6.36M 1.96% +69,034 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: 563,953 shares; 2024Q4: 563,953 shares; 2025Q1: 563,953 shares; 2025Q2: 563,953 shares; 2025Q3: 513,953 shares; 2025Q4: 313,953 shares 313,953 $6.19M 1.91% -200,000 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: 8,657 shares; 2024Q4: 8,663 shares; 2025Q1: 8,663 shares; 2025Q2: 8,656 shares; 2025Q3: 8,525 shares; 2025Q4: 8,536 shares 8,536 $5.82M 1.79% +11 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: 8,609 shares; 2024Q4: 8,814 shares; 2025Q1: 8,706 shares; 2025Q2: 10,098 shares; 2025Q3: 9,326 shares; 2025Q4: 9,864 shares 9,864 $4.77M 1.47% +538 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: 16,942 shares; 2024Q4: 17,807 shares; 2025Q1: 17,825 shares; 2025Q2: 24,313 shares; 2025Q3: 21,277 shares; 2025Q4: 23,722 shares 23,722 $4.42M 1.36% +2,445 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: 18,374 shares; 2024Q4: 18,476 shares; 2025Q1: 18,505 shares; 2025Q2: 18,416 shares; 2025Q3: 18,465 shares; 2025Q4: 18,548 shares 18,548 $4.08M 1.26% +83 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: 28,895 shares; 2024Q4: 28,931 shares; 2025Q1: 28,757 shares; 2025Q2: 28,784 shares; 2025Q3: 28,809 shares; 2025Q4: 28,825 shares 28,825 $3.55M 1.09% +16 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,250 shares 29,250 $3.52M 1.08% new 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: 10,003 shares; 2024Q4: 10,731 shares; 2025Q1: 11,428 shares; 2025Q2: 13,774 shares; 2025Q3: 12,935 shares; 2025Q4: 14,444 shares 14,444 $3.33M 1.03% +1,509 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: 69,109 shares; 2024Q4: 69,472 shares; 2025Q1: 50,601 shares; 2025Q2: 50,937 shares; 2025Q3: 51,118 shares; 2025Q4: 51,555 shares 51,555 $3.22M 0.99% +437 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: 12,238 shares; 2024Q4: 10,180 shares; 2025Q1: 13,157 shares; 2025Q2: 10,878 shares; 2025Q3: 11,403 shares; 2025Q4: 11,504 shares 11,504 $2.38M 0.73% +101 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: 4,699 shares; 2024Q4: 4,930 shares; 2025Q1: 5,375 shares; 2025Q2: 6,977 shares; 2025Q3: 6,646 shares; 2025Q4: 6,965 shares 6,965 $2.18M 0.67% +319 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: 5,110 shares; 2024Q4: 5,286 shares; 2025Q1: 5,015 shares; 2025Q2: 6,154 shares; 2025Q3: 6,326 shares; 2025Q4: 6,418 shares 6,418 $2.07M 0.64% +92 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: 1,773 shares; 2024Q4: 1,882 shares; 2025Q1: 2,278 shares; 2025Q2: 3,266 shares; 2025Q3: 3,616 shares; 2025Q4: 5,639 shares 5,639 $1.95M 0.6% +2,023 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,986 shares; 2024Q4: 9,986 shares; 2025Q1: 10,511 shares; 2025Q2: 12,342 shares; 2025Q3: 12,342 shares; 2025Q4: 10,309 shares 10,309 $1.94M 0.6% -2,033 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,426 shares; 2025Q3: 14,054 shares; 2025Q4: 38,248 shares 38,248 $1.59M 0.49% +24,194 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: 1,061 shares; 2024Q4: 1,060 shares; 2025Q1: 1,278 shares; 2025Q2: 1,535 shares; 2025Q3: 1,599 shares; 2025Q4: 1,784 shares 1,784 $1.57M 0.48% +185 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: 2,727 shares; 2024Q4: 2,735 shares; 2025Q1: 2,535 shares; 2025Q2: 2,536 shares; 2025Q3: 2,537 shares; 2025Q4: 2,538 shares 2,538 $1.56M 0.48% +1 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: 4,370 shares; 2024Q4: 4,575 shares; 2025Q1: 4,810 shares; 2025Q2: 5,045 shares; 2025Q3: 4,594 shares; 2025Q4: 4,678 shares 4,678 $1.47M 0.45% +84 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: 3,615 shares; 2024Q4: 3,557 shares; 2025Q1: 4,012 shares; 2025Q2: 4,453 shares; 2025Q3: 4,140 shares; 2025Q4: 4,125 shares 4,125 $1.45M 0.45% -15 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,514 shares; 2024Q4: 242,154 shares; 2025Q1: 146,667 shares; 2025Q2: 148,128 shares; 2025Q3: 114,780 shares; 2025Q4: 109,739 shares 109,739 $1.44M 0.44% -5,041 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: 8,262 shares; 2024Q4: 8,392 shares; 2025Q1: 8,246 shares; 2025Q2: 8,803 shares; 2025Q3: 9,319 shares; 2025Q4: 12,775 shares 12,775 $1.42M 0.44% +3,456 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: 3,187 shares; 2024Q4: 3,067 shares; 2025Q1: 3,699 shares; 2025Q2: 4,944 shares; 2025Q3: 3,759 shares; 2025Q4: 3,111 shares 3,111 $1.4M 0.43% -648 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: 3,403 shares; 2024Q4: 3,517 shares; 2025Q1: 4,979 shares; 2025Q2: 5,223 shares; 2025Q3: 5,249 shares; 2025Q4: 5,668 shares 5,668 $1.37M 0.42% +419 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: 1,948 shares; 2024Q4: 2,001 shares; 2025Q1: 2,006 shares; 2025Q2: 2,010 shares; 2025Q3: 2,047 shares; 2025Q4: 2,059 shares 2,059 $1.29M 0.4% +12 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: 4,834 shares; 2024Q4: 5,237 shares; 2025Q1: 5,037 shares; 2025Q2: 4,650 shares; 2025Q3: 4,661 shares; 2025Q4: 4,707 shares 4,707 $1.28M 0.39% +46 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: 865 shares; 2024Q4: 871 shares; 2025Q1: 1,267 shares; 2025Q2: 1,333 shares; 2025Q3: 1,249 shares; 2025Q4: 12,538 shares 12,538 $1.18M 0.36% +11,289 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,822 shares; 2024Q4: 19,975 shares; 2025Q1: 21,242 shares; 2025Q2: 21,753 shares; 2025Q3: 23,111 shares; 2025Q4: 25,848 shares 25,848 $1.16M 0.36% +2,737 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: 12,455 shares; 2024Q4: 12,582 shares; 2025Q1: 12,293 shares; 2025Q2: 11,686 shares; 2025Q3: 11,686 shares; 2025Q4: 11,854 shares 11,854 $1.14M 0.35% +168 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: 35,456 shares; 2024Q4: 35,835 shares; 2025Q1: 76,390 shares; 2025Q2: 95,312 shares; 2025Q3: 98,158 shares; 2025Q4: 92,034 shares 92,034 $1.08M 0.33% -6,124 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: 12,749 shares; 2024Q4: 12,425 shares; 2025Q1: 27,856 shares; 2025Q2: 27,099 shares; 2025Q3: 27,401 shares; 2025Q4: 27,432 shares 27,432 $1.06M 0.33% +31 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: 4,548 shares; 2024Q4: 4,549 shares; 2025Q1: 4,810 shares; 2025Q2: 5,216 shares; 2025Q3: 5,266 shares; 2025Q4: 5,864 shares 5,864 $1.04M 0.32% +598 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: 615 shares; 2024Q4: 652 shares; 2025Q1: 954 shares; 2025Q2: 1,572 shares; 2025Q3: 1,654 shares; 2025Q4: 1,568 shares 1,568 $1.03M 0.32% -86 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: not reported; 2024Q4: 3,759 shares; 2025Q1: 6,768 shares; 2025Q2: 7,637 shares; 2025Q3: 8,096 shares; 2025Q4: 8,393 shares 8,393 $1.03M 0.32% +297 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: 1,730 shares; 2024Q4: 1,780 shares; 2025Q1: 2,142 shares; 2025Q2: 2,015 shares; 2025Q3: 1,903 shares; 2025Q4: 2,033 shares 2,033 $1.02M 0.31% +130 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: 16,743 shares; 2024Q4: 18,680 shares; 2025Q1: 32,049 shares; 2025Q2: 32,937 shares; 2025Q3: 34,433 shares; 2025Q4: 38,282 shares 38,282 $974K 0.3% +3,849 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: not reported; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 1,419 shares 1,419 $972K 0.3% +1,073 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: 1,988 shares; 2024Q4: 2,043 shares; 2025Q1: 2,131 shares; 2025Q2: 2,175 shares; 2025Q3: 1,909 shares; 2025Q4: 1,848 shares 1,848 $966K 0.3% -61 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,894 shares; 2025Q3: 15,112 shares; 2025Q4: 15,266 shares 15,266 $946K 0.29% +154 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,722 shares 12,722 $942K 0.29% new 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: 4,289 shares; 2024Q4: 4,836 shares; 2025Q1: 6,981 shares; 2025Q2: 8,389 shares; 2025Q3: 9,149 shares; 2025Q4: 9,966 shares 9,966 $929K 0.29% +817 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: 550 shares; 2024Q4: 540 shares; 2025Q1: 627 shares; 2025Q2: 642 shares; 2025Q3: 668 shares; 2025Q4: 838 shares 838 $901K 0.28% +170 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: 3,161 shares; 2024Q4: 2,868 shares; 2025Q1: 2,814 shares; 2025Q2: 2,732 shares; 2025Q3: 2,678 shares; 2025Q4: 2,886 shares 2,886 $877K 0.27% +208 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: 9,107 shares; 2024Q4: 9,135 shares; 2025Q1: 8,914 shares; 2025Q2: 8,863 shares; 2025Q3: 8,889 shares; 2025Q4: 9,052 shares 9,052 $871K 0.27% +163 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: 10,789 shares; 2024Q4: 10,769 shares; 2025Q1: 10,384 shares; 2025Q2: 10,200 shares; 2025Q3: 10,341 shares; 2025Q4: 11,189 shares 11,189 $862K 0.27% +848 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: 938 shares; 2024Q4: 983 shares; 2025Q1: 1,289 shares; 2025Q2: 1,457 shares; 2025Q3: 1,488 shares; 2025Q4: 1,488 shares 1,488 $850K 0.26% 0 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: 19,365 shares; 2024Q4: 19,547 shares; 2025Q1: 35,969 shares; 2025Q2: 43,272 shares; 2025Q3: 44,334 shares; 2025Q4: 48,547 shares 48,547 $850K 0.26% +4,213 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: 7,809 shares; 2024Q4: 6,235 shares; 2025Q1: 5,978 shares; 2025Q2: 5,521 shares; 2025Q3: 5,698 shares; 2025Q4: 5,548 shares 5,548 $846K 0.26% -150 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: 6,022 shares; 2024Q4: 6,292 shares; 2025Q1: 6,097 shares; 2025Q2: 5,978 shares; 2025Q3: 5,915 shares; 2025Q4: 5,854 shares 5,854 $839K 0.26% -61 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,779 shares; 2025Q1: 3,758 shares; 2025Q2: 3,501 shares; 2025Q3: 2,539 shares; 2025Q4: 2,535 shares 2,535 $820K 0.25% -4 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,193 shares; 2025Q1: 1,319 shares; 2025Q2: 1,297 shares; 2025Q3: 1,346 shares; 2025Q4: 1,430 shares 1,430 $819K 0.25% +84 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: 10,141 shares; 2024Q4: 10,217 shares; 2025Q1: 10,455 shares; 2025Q2: 20,272 shares; 2025Q3: 20,273 shares; 2025Q4: 20,255 shares 20,255 $813K 0.25% -18 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,285 shares; 2025Q1: 2,296 shares; 2025Q2: 3,525 shares; 2025Q3: 3,591 shares; 2025Q4: 3,552 shares 3,552 $810K 0.25% -39 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: 3,239 shares; 2024Q4: 3,248 shares; 2025Q1: 3,254 shares; 2025Q2: 3,260 shares; 2025Q3: 3,269 shares; 2025Q4: 3,279 shares 3,279 $807K 0.25% +10 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: 3,039 shares; 2024Q4: 3,057 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 3,091 shares; 2025Q4: 4,187 shares 4,187 $800K 0.25% +1,096 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,236 shares 2,236 $767K 0.24% 0 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: 2,056 shares; 2024Q4: 3,544 shares; 2025Q1: 5,380 shares; 2025Q2: 5,750 shares; 2025Q3: 5,073 shares; 2025Q4: 5,735 shares 5,735 $719K 0.22% +662 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: 8,145 shares; 2024Q4: 7,978 shares; 2025Q1: 6,674 shares; 2025Q2: 8,009 shares; 2025Q3: 9,001 shares; 2025Q4: 12,998 shares 12,998 $694K 0.21% +3,997 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: 1,379 shares; 2024Q4: 1,692 shares; 2025Q1: 2,224 shares; 2025Q2: 2,422 shares; 2025Q3: 2,384 shares; 2025Q4: 2,388 shares 2,388 $693K 0.21% +4 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 2,960 shares; 2025Q1: 2,823 shares; 2025Q2: 2,702 shares; 2025Q3: 2,614 shares; 2025Q4: 3,019 shares 3,019 $691K 0.21% +405 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: 1,923 shares; 2024Q4: 1,845 shares; 2025Q1: 1,486 shares; 2025Q2: 1,013 shares; 2025Q3: 1,928 shares; 2025Q4: 2,074 shares 2,074 $685K 0.21% +146 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: not reported; 2024Q4: 13,558 shares; 2025Q1: 12,816 shares; 2025Q2: 11,481 shares; 2025Q3: 11,563 shares; 2025Q4: 12,393 shares 12,393 $682K 0.21% +830 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: 3,676 shares; 2024Q4: 3,666 shares; 2025Q1: 3,753 shares; 2025Q2: 2,912 shares; 2025Q3: 2,850 shares; 2025Q4: 2,453 shares 2,453 $650K 0.2% -397 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,061 shares; 2024Q4: 17,838 shares; 2025Q1: 30,971 shares; 2025Q2: 46,020 shares; 2025Q3: 47,381 shares; 2025Q4: 48,783 shares 48,783 $644K 0.2% +1,402 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: 1,603 shares; 2024Q4: 1,581 shares; 2025Q1: 1,646 shares; 2025Q2: 1,641 shares; 2025Q3: 1,606 shares; 2025Q4: 1,507 shares 1,507 $643K 0.2% -99 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: 1,941 shares; 2024Q4: 1,883 shares; 2025Q1: 2,067 shares; 2025Q2: 2,119 shares; 2025Q3: 1,941 shares; 2025Q4: 2,037 shares 2,037 $636K 0.2% +96 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: not reported; 2024Q4: 18,641 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,001 shares 3,001 $631K 0.19% new 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: 482 shares; 2024Q4: 553 shares; 2025Q1: 494 shares; 2025Q2: 632 shares; 2025Q3: 655 shares; 2025Q4: 708 shares 708 $623K 0.19% +53 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,773 shares; 2025Q2: 21,084 shares; 2025Q3: 21,419 shares; 2025Q4: 22,059 shares 22,059 $621K 0.19% +640 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 856 shares; 2025Q4: 1,897 shares 1,897 $621K 0.19% +1,041 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,487 shares; 2025Q1: 1,599 shares; 2025Q2: 1,574 shares; 2025Q3: 1,581 shares; 2025Q4: 1,367 shares 1,367 $621K 0.19% -214 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,236 shares 21,236 $616K 0.19% new 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: 2,980 shares; 2024Q4: 3,517 shares; 2025Q1: 6,721 shares; 2025Q2: 3,117 shares; 2025Q3: 4,224 shares; 2025Q4: 5,090 shares 5,090 $613K 0.19% +866 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,416 shares; 2025Q1: 2,419 shares; 2025Q2: 2,419 shares; 2025Q3: 2,422 shares; 2025Q4: 2,104 shares 2,104 $611K 0.19% -318 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,877 shares; 2025Q1: 2,877 shares; 2025Q2: 2,877 shares; 2025Q3: 2,877 shares; 2025Q4: 2,877 shares 2,877 $602K 0.19% 0 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: 2,322 shares; 2024Q4: 2,431 shares; 2025Q1: 2,951 shares; 2025Q2: 4,260 shares; 2025Q3: 4,295 shares; 2025Q4: 4,487 shares 4,487 $595K 0.18% +192 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: 3,990 shares; 2024Q4: 3,894 shares; 2025Q1: 7,584 shares; 2025Q2: 9,640 shares; 2025Q3: 10,267 shares; 2025Q4: 10,266 shares 10,266 $592K 0.18% -1 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: 3,167 shares; 2024Q4: 3,183 shares; 2025Q1: 3,123 shares; 2025Q2: 3,161 shares; 2025Q3: 3,190 shares; 2025Q4: 3,200 shares 3,200 $587K 0.18% +10 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: not reported; 2024Q4: not reported; 2025Q1: 4,531 shares; 2025Q2: 5,224 shares; 2025Q3: 6,313 shares; 2025Q4: 8,695 shares 8,695 $583K 0.18% +2,382 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,320 shares; 2025Q1: 2,327 shares; 2025Q2: 2,247 shares; 2025Q3: 2,190 shares; 2025Q4: 2,565 shares 2,565 $574K 0.18% +375 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: 959 shares; 2024Q4: 962 shares; 2025Q1: 968 shares; 2025Q2: 954 shares; 2025Q3: 747 shares; 2025Q4: 3,670 shares 3,670 $562K 0.17% +2,923 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: 25,236 shares; 2024Q4: 25,167 shares; 2025Q1: 22,048 shares; 2025Q2: 22,486 shares; 2025Q3: 23,039 shares; 2025Q4: 24,068 shares 24,068 $561K 0.17% +1,029 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: 2,619 shares; 2024Q4: 2,648 shares; 2025Q1: 2,323 shares; 2025Q2: 1,646 shares; 2025Q3: 1,778 shares; 2025Q4: 2,441 shares 2,441 $558K 0.17% +663 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: 1,137 shares; 2024Q4: 1,164 shares; 2025Q1: 2,256 shares; 2025Q2: 2,138 shares; 2025Q3: 2,165 shares; 2025Q4: 2,108 shares 2,108 $553K 0.17% -57 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 2,103 shares; 2025Q1: 2,103 shares; 2025Q2: 2,103 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares 1,803 $552K 0.17% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,734 shares; 2025Q1: 3,389 shares; 2025Q2: 3,832 shares; 2025Q3: 3,937 shares; 2025Q4: 4,525 shares 4,525 $542K 0.17% +588 Timeline JOYY JOYY INC More: the full row for JOYY 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: 6,235 shares; 2025Q2: 8,076 shares; 2025Q3: 8,332 shares; 2025Q4: 8,326 shares 8,326 $539K 0.17% -6 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT 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: 36,363 shares; 2025Q3: 36,363 shares; 2025Q4: 36,363 shares 36,363 $536K 0.17% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,637 shares; 2025Q1: 2,536 shares; 2025Q2: 2,405 shares; 2025Q3: 2,447 shares; 2025Q4: 2,327 shares 2,327 $519K 0.16% -120 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 927 shares; 2025Q3: 947 shares; 2025Q4: 938 shares 938 $519K 0.16% -9 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: 923 shares; 2024Q4: 964 shares; 2025Q1: 850 shares; 2025Q2: 767 shares; 2025Q3: 758 shares; 2025Q4: 760 shares 760 $514K 0.16% +2 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: 2,909 shares; 2024Q4: 2,903 shares; 2025Q1: 3,061 shares; 2025Q2: 2,918 shares; 2025Q3: 2,688 shares; 2025Q4: 3,196 shares 3,196 $512K 0.16% +508 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,982 shares; 2025Q3: 10,883 shares; 2025Q4: 11,342 shares 11,342 $503K 0.16% +459 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: 1,567 shares; 2024Q4: 1,690 shares; 2025Q1: 1,674 shares; 2025Q2: 1,604 shares; 2025Q3: 1,534 shares; 2025Q4: 1,628 shares 1,628 $497K 0.15% +94 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: 9,873 shares; 2024Q4: 9,873 shares; 2025Q1: 9,699 shares; 2025Q2: 9,319 shares; 2025Q3: 9,319 shares; 2025Q4: 8,197 shares 8,197 $492K 0.15% -1,122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,287 shares; 2025Q3: 3,365 shares; 2025Q4: 4,213 shares 4,213 $492K 0.15% +848 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 1,978 shares; 2025Q3: 1,638 shares; 2025Q4: 1,689 shares 1,689 $482K 0.15% +51 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 8,291 shares; 2025Q1: 7,795 shares; 2025Q2: 7,159 shares; 2025Q3: 7,159 shares; 2025Q4: 7,142 shares 7,142 $480K 0.15% -17 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: 4,289 shares; 2024Q4: 4,143 shares; 2025Q1: 4,716 shares; 2025Q2: 4,160 shares; 2025Q3: 4,321 shares; 2025Q4: 4,340 shares 4,340 $479K 0.15% +19 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 8,908 shares 8,908 $473K 0.15% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,226 shares; 2025Q1: 1,124 shares; 2025Q2: 641 shares; 2025Q3: 718 shares; 2025Q4: 815 shares 815 $472K 0.15% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 818 shares; 2025Q3: 814 shares; 2025Q4: 1,586 shares 1,586 $470K 0.14% +772 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 21,155 shares; 2025Q2: 22,019 shares; 2025Q3: 24,876 shares; 2025Q4: 26,446 shares 26,446 $461K 0.14% +1,570 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: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 912 shares; 2025Q3: 954 shares; 2025Q4: 1,478 shares 1,478 $455K 0.14% +524 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: 6,167 shares; 2024Q4: 5,773 shares; 2025Q1: 5,589 shares; 2025Q2: 5,799 shares; 2025Q3: 5,645 shares; 2025Q4: 5,642 shares 5,642 $453K 0.14% -3 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: 7,185 shares; 2024Q4: 7,277 shares; 2025Q1: 7,123 shares; 2025Q2: 7,219 shares; 2025Q3: 7,219 shares; 2025Q4: 7,313 shares 7,313 $449K 0.14% +94 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,195 shares; 2025Q1: 2,195 shares; 2025Q2: 3,510 shares; 2025Q3: 3,597 shares; 2025Q4: 3,568 shares 3,568 $444K 0.14% -29 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: 2,692 shares; 2024Q4: 13,062 shares; 2025Q1: 16,143 shares; 2025Q2: 17,764 shares; 2025Q3: 16,927 shares; 2025Q4: 17,253 shares 17,253 $442K 0.14% +326 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 12,709 shares; 2025Q1: 12,612 shares; 2025Q2: 12,612 shares; 2025Q3: 12,141 shares; 2025Q4: 12,141 shares 12,141 $440K 0.14% 0 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: 1,332 shares; 2025Q3: 1,428 shares; 2025Q4: 1,487 shares 1,487 $440K 0.14% +59 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: 1,106 shares; 2024Q4: 1,109 shares; 2025Q1: 1,228 shares; 2025Q2: 1,234 shares; 2025Q3: 1,245 shares; 2025Q4: 1,250 shares 1,250 $439K 0.14% +5 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: 7,379 shares; 2024Q4: 7,379 shares; 2025Q1: 7,199 shares; 2025Q2: 6,589 shares; 2025Q3: 6,404 shares; 2025Q4: 6,220 shares 6,220 $436K 0.13% -184 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: 519 shares; 2024Q4: 499 shares; 2025Q1: 516 shares; 2025Q2: 580 shares; 2025Q3: 587 shares; 2025Q4: 527 shares 527 $432K 0.13% -60 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,549 shares; 2025Q2: 15,215 shares; 2025Q3: 16,853 shares; 2025Q4: 27,668 shares 27,668 $427K 0.13% +10,815 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 585 shares; 2025Q1: 655 shares; 2025Q2: 745 shares; 2025Q3: 737 shares; 2025Q4: 902 shares 902 $423K 0.13% +165 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: 4,079 shares; 2024Q4: not reported; 2025Q1: 3,641 shares; 2025Q2: 3,951 shares; 2025Q3: 3,771 shares; 2025Q4: 4,179 shares 4,179 $418K 0.13% +408 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: not reported; 2024Q4: not reported; 2025Q1: 3,532 shares; 2025Q2: not reported; 2025Q3: 3,074 shares; 2025Q4: 4,332 shares 4,332 $416K 0.13% +1,258 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,889 shares; 2025Q2: 2,975 shares; 2025Q3: 3,436 shares; 2025Q4: 3,578 shares 3,578 $411K 0.13% +142 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: 783 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 774 shares; 2025Q3: 823 shares; 2025Q4: 1,109 shares 1,109 $410K 0.13% +286 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 2,527 shares; 2025Q1: 2,508 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 2,453 shares 2,453 $408K 0.13% -3 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,052 shares; 2025Q3: 8,765 shares; 2025Q4: 10,691 shares 10,691 $407K 0.13% +1,926 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 627 shares; 2025Q3: 660 shares; 2025Q4: 669 shares 669 $406K 0.13% +9 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: 2,009 shares; 2024Q4: 2,314 shares; 2025Q1: not reported; 2025Q2: 2,536 shares; 2025Q3: 3,055 shares; 2025Q4: 3,840 shares 3,840 $404K 0.12% +785 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,313 shares; 2025Q1: 2,313 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 2,309 shares 2,309 $402K 0.12% -2 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,603 shares; 2025Q1: 1,695 shares; 2025Q2: 1,785 shares; 2025Q3: 1,723 shares; 2025Q4: 1,643 shares 1,643 $399K 0.12% -80 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 5,195 shares; 2025Q1: 3,345 shares; 2025Q2: 3,224 shares; 2025Q3: 2,791 shares; 2025Q4: 3,958 shares 3,958 $397K 0.12% +1,167 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: 1,318 shares; 2024Q4: 1,261 shares; 2025Q1: 1,492 shares; 2025Q2: 1,399 shares; 2025Q3: 1,461 shares; 2025Q4: 1,562 shares 1,562 $392K 0.12% +101 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: 275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 384 shares; 2025Q3: 367 shares; 2025Q4: 363 shares 363 $388K 0.12% -4 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: 2,730 shares; 2024Q4: 2,862 shares; 2025Q1: 3,104 shares; 2025Q2: 3,196 shares; 2025Q3: 3,616 shares; 2025Q4: 3,249 shares 3,249 $381K 0.12% -367 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,025 shares; 2025Q2: 5,068 shares; 2025Q3: 5,557 shares; 2025Q4: 6,850 shares 6,850 $381K 0.12% +1,293 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: 897 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: 1,127 shares; 2025Q4: 1,288 shares 1,288 $378K 0.12% +161 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD 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: 23,171 shares; 2025Q3: 23,439 shares; 2025Q4: 25,981 shares 25,981 $373K 0.12% +2,542 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: 1,798 shares; 2024Q4: 1,799 shares; 2025Q1: 1,813 shares; 2025Q2: 2,497 shares; 2025Q3: 1,730 shares; 2025Q4: 2,965 shares 2,965 $373K 0.11% +1,235 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: 9,895 shares; 2025Q3: 11,620 shares; 2025Q4: 11,814 shares 11,814 $369K 0.11% +194 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,661 shares; 2024Q4: 7,678 shares; 2025Q1: 7,590 shares; 2025Q2: 7,460 shares; 2025Q3: 6,842 shares; 2025Q4: 6,817 shares 6,817 $369K 0.11% -25 Timeline BKE BUCKLE INC More: the full row for BUCKLE 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: 6,254 shares; 2025Q3: 6,753 shares; 2025Q4: 6,902 shares 6,902 $369K 0.11% +149 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,352 shares; 2025Q1: 5,236 shares; 2025Q2: 4,921 shares; 2025Q3: 3,561 shares; 2025Q4: 3,553 shares 3,553 $365K 0.11% -8 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: 2,384 shares; 2024Q4: 2,389 shares; 2025Q1: 2,127 shares; 2025Q2: 2,410 shares; 2025Q3: 2,258 shares; 2025Q4: 2,375 shares 2,375 $365K 0.11% +117 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,285 shares; 2025Q2: 1,481 shares; 2025Q3: 1,545 shares; 2025Q4: 1,503 shares 1,503 $362K 0.11% -42 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,117 shares; 2025Q1: 928 shares; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 642 shares 642 $361K 0.11% -120 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: 4,389 shares; 2025Q1: 4,389 shares; 2025Q2: 4,389 shares; 2025Q3: 4,389 shares; 2025Q4: 4,389 shares 4,389 $360K 0.11% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 803 shares; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 768 shares; 2025Q4: 1,026 shares 1,026 $353K 0.11% +258 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL 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: 6,572 shares 6,572 $350K 0.11% new 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: 8,210 shares; 2024Q4: 8,210 shares; 2025Q1: 6,155 shares; 2025Q2: 4,795 shares; 2025Q3: 4,754 shares; 2025Q4: 4,754 shares 4,754 $349K 0.11% 0 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: not reported; 2024Q4: 3,040 shares; 2025Q1: not reported; 2025Q2: 3,007 shares; 2025Q3: 2,741 shares; 2025Q4: 2,573 shares 2,573 $348K 0.11% -168 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA 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: 1,428 shares; 2025Q3: 1,578 shares; 2025Q4: 1,687 shares 1,687 $343K 0.11% +109 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,820 shares 4,820 $340K 0.1% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,682 shares; 2025Q3: 3,890 shares; 2025Q4: 3,906 shares 3,906 $337K 0.1% +16 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,294 shares; 2025Q3: 3,621 shares; 2025Q4: 3,659 shares 3,659 $329K 0.1% +38 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: 1,323 shares; 2024Q4: 1,274 shares; 2025Q1: 1,835 shares; 2025Q2: 2,212 shares; 2025Q3: 1,546 shares; 2025Q4: 1,574 shares 1,574 $328K 0.1% +28 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL 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: 9,425 shares; 2025Q3: 9,693 shares; 2025Q4: 11,533 shares 11,533 $328K 0.1% +1,840 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,256 shares; 2025Q4: 1,331 shares 1,331 $326K 0.1% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 618 shares; 2025Q4: 697 shares 697 $325K 0.1% +79 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: not reported; 2024Q4: 427 shares; 2025Q1: not reported; 2025Q2: 603 shares; 2025Q3: 606 shares; 2025Q4: 636 shares 636 $325K 0.1% +30 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 148 shares; 2025Q2: 133 shares; 2025Q3: not reported; 2025Q4: 192 shares 192 $325K 0.1% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 3,143 shares; 2025Q3: 3,364 shares; 2025Q4: 3,571 shares 3,571 $324K 0.1% +207 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,926 shares; 2025Q1: 1,857 shares; 2025Q2: 1,598 shares; 2025Q3: 1,176 shares; 2025Q4: 1,174 shares 1,174 $323K 0.1% -2 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,715 shares; 2025Q3: 1,820 shares; 2025Q4: 1,879 shares 1,879 $319K 0.1% +59 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: not reported; 2024Q4: 1,244 shares; 2025Q1: 1,890 shares; 2025Q2: 1,958 shares; 2025Q3: 1,655 shares; 2025Q4: 1,726 shares 1,726 $318K 0.1% +71 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,784 shares; 2025Q1: 1,784 shares; 2025Q2: 1,600 shares; 2025Q3: 1,578 shares; 2025Q4: 1,575 shares 1,575 $317K 0.1% -3 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: 1,440 shares; 2024Q4: 1,475 shares; 2025Q1: 1,292 shares; 2025Q2: 1,375 shares; 2025Q3: 1,457 shares; 2025Q4: 1,516 shares 1,516 $316K 0.1% +59 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: 3,628 shares; 2024Q4: 3,638 shares; 2025Q1: 3,713 shares; 2025Q2: 3,705 shares; 2025Q3: 3,614 shares; 2025Q4: 2,794 shares 2,794 $313K 0.1% -820 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: 1,364 shares; 2024Q4: 1,409 shares; 2025Q1: 1,637 shares; 2025Q2: 1,190 shares; 2025Q3: 1,300 shares; 2025Q4: 1,354 shares 1,354 $313K 0.1% +54 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 647 shares; 2025Q1: 664 shares; 2025Q2: 704 shares; 2025Q3: 709 shares; 2025Q4: 641 shares 641 $311K 0.1% -68 Timeline CBT CABOT CORP More: the full row for CABOT 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: 3,099 shares; 2025Q2: not reported; 2025Q3: 3,795 shares; 2025Q4: 4,662 shares 4,662 $309K 0.1% +867 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: 872 shares; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 936 shares; 2025Q4: 927 shares 927 $303K 0.09% -9 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,070 shares 4,070 $301K 0.09% new 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: 3,740 shares; 2024Q4: 3,540 shares; 2025Q1: 3,493 shares; 2025Q2: 3,647 shares; 2025Q3: 3,214 shares; 2025Q4: 3,119 shares 3,119 $297K 0.09% -95 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138 shares 138 $297K 0.09% new Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP 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: 12,233 shares; 2025Q3: 15,445 shares; 2025Q4: 14,196 shares 14,196 $294K 0.09% -1,249 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares 1,353 $294K 0.09% new Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS 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: 13,120 shares 13,120 $293K 0.09% new 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: 4,188 shares; 2024Q4: 4,201 shares; 2025Q1: 3,400 shares; 2025Q2: 3,028 shares; 2025Q3: 3,338 shares; 2025Q4: 3,429 shares 3,429 $289K 0.09% +91 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: 2,363 shares; 2024Q4: not reported; 2025Q1: 3,220 shares; 2025Q2: 5,364 shares; 2025Q3: 5,778 shares; 2025Q4: 3,505 shares 3,505 $277K 0.09% -2,273 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: 205 shares; 2024Q4: 210 shares; 2025Q1: 342 shares; 2025Q2: 451 shares; 2025Q3: 335 shares; 2025Q4: 268 shares 268 $270K 0.08% -67 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,675 shares 1,675 $270K 0.08% new Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,397 shares 8,397 $269K 0.08% new Timeline PHIN PHINIA INC More: the full row for PHINIA 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: 4,366 shares; 2025Q4: 4,281 shares 4,281 $268K 0.08% -85 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: 1,689 shares; 2024Q4: 1,668 shares; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,123 shares; 2025Q4: 1,377 shares 1,377 $268K 0.08% +254 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,573 shares; 2025Q4: 3,814 shares 3,814 $264K 0.08% +241 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: 2,736 shares; 2024Q4: 2,739 shares; 2025Q1: 2,474 shares; 2025Q2: 2,942 shares; 2025Q3: 2,587 shares; 2025Q4: 1,402 shares 1,402 $264K 0.08% -1,185 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,221 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,144 shares 3,144 $263K 0.08% +24 Timeline HUBG HUB GROUP INC More: the full row for HUB 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: 6,337 shares; 2025Q4: 6,170 shares 6,170 $263K 0.08% -167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,243 shares; 2025Q3: 1,423 shares; 2025Q4: 1,509 shares 1,509 $263K 0.08% +86 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,007 shares 1,007 $261K 0.08% new 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: 4,149 shares; 2024Q4: 4,519 shares; 2025Q1: 3,568 shares; 2025Q2: 3,218 shares; 2025Q3: 2,141 shares; 2025Q4: 2,291 shares 2,291 $261K 0.08% +150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,232 shares; 2025Q3: 7,053 shares; 2025Q4: 7,176 shares 7,176 $260K 0.08% +123 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: not reported; 2024Q4: not reported; 2025Q1: 2,788 shares; 2025Q2: 3,174 shares; 2025Q3: 3,983 shares; 2025Q4: 2,965 shares 2,965 $259K 0.08% -1,018 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,435 shares 1,435 $255K 0.08% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,007 shares; 2025Q1: 3,309 shares; 2025Q2: 3,237 shares; 2025Q3: 2,955 shares; 2025Q4: 2,979 shares 2,979 $255K 0.08% +24 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: not reported; 2024Q4: 1,408 shares; 2025Q1: not reported; 2025Q2: 1,369 shares; 2025Q3: 1,431 shares; 2025Q4: 1,479 shares 1,479 $253K 0.08% +48 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,318 shares 1,318 $252K 0.08% new Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,468 shares; 2025Q2: 5,852 shares; 2025Q3: 6,029 shares; 2025Q4: 6,563 shares 6,563 $252K 0.08% +534 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: 5,733 shares; 2024Q4: 5,727 shares; 2025Q1: 4,941 shares; 2025Q2: 5,256 shares; 2025Q3: 5,257 shares; 2025Q4: 5,116 shares 5,116 $252K 0.08% -141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 744 shares 744 $251K 0.08% +44 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,723 shares; 2025Q1: 2,442 shares; 2025Q2: 2,432 shares; 2025Q3: 2,432 shares; 2025Q4: 2,696 shares 2,696 $249K 0.08% +264 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: not reported; 2024Q4: 891 shares; 2025Q1: 914 shares; 2025Q2: 900 shares; 2025Q3: 924 shares; 2025Q4: 911 shares 911 $249K 0.08% -13 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 700 shares; 2025Q1: 685 shares; 2025Q2: 674 shares; 2025Q3: 678 shares; 2025Q4: 645 shares 645 $247K 0.08% -33 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: 1,667 shares; 2024Q4: 1,680 shares; 2025Q1: 1,896 shares; 2025Q2: 1,976 shares; 2025Q3: 1,947 shares; 2025Q4: 1,525 shares 1,525 $247K 0.08% -422 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,338 shares; 2025Q3: 2,353 shares; 2025Q4: 2,376 shares 2,376 $244K 0.08% +23 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: 874 shares; 2024Q4: 966 shares; 2025Q1: 1,134 shares; 2025Q2: 1,311 shares; 2025Q3: 1,266 shares; 2025Q4: 933 shares 933 $240K 0.07% -333 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: 871 shares; 2024Q4: 910 shares; 2025Q1: 1,014 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 969 shares 969 $239K 0.07% +95 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,436 shares; 2025Q2: 17,304 shares; 2025Q3: 17,415 shares; 2025Q4: 17,552 shares 17,552 $236K 0.07% +137 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: 7,097 shares; 2024Q4: 7,360 shares; 2025Q1: 4,353 shares; 2025Q2: 3,352 shares; 2025Q3: 6,446 shares; 2025Q4: 6,446 shares 6,446 $236K 0.07% 0 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES 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: not reported; 2025Q3: 3,302 shares; 2025Q4: 3,156 shares 3,156 $235K 0.07% -146 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,788 shares; 2025Q3: 2,782 shares; 2025Q4: 2,807 shares 2,807 $233K 0.07% +25 Timeline VTWO 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: 2,326 shares; 2024Q4: 2,326 shares; 2025Q1: not reported; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares; 2025Q4: 2,326 shares 2,326 $231K 0.07% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,090 shares; 2025Q4: 1,142 shares 1,142 $227K 0.07% +52 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: 297 shares; 2024Q4: 258 shares; 2025Q1: 254 shares; 2025Q2: 412 shares; 2025Q3: 307 shares; 2025Q4: 262 shares 262 $226K 0.07% -45 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,671 shares 1,671 $226K 0.07% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 342 shares 342 $224K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 364 shares; 2025Q4: 388 shares 388 $223K 0.07% +24 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,289 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: not reported; 2025Q4: 1,140 shares 1,140 $223K 0.07% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 771 shares 771 $222K 0.07% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 779 shares; 2025Q4: 775 shares 775 $221K 0.07% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,602 shares 1,602 $221K 0.07% new Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS 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: 241 shares; 2025Q2: 222 shares; 2025Q3: 191 shares; 2025Q4: 198 shares 198 $218K 0.07% +7 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,035 shares 4,035 $216K 0.07% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,430 shares; 2025Q1: 1,144 shares; 2025Q2: 1,071 shares; 2025Q3: not reported; 2025Q4: 1,055 shares 1,055 $215K 0.07% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,917 shares; 2025Q1: 1,528 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,341 shares 1,341 $214K 0.07% -43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,381 shares 1,381 $213K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 735 shares; 2025Q4: 735 shares 735 $212K 0.07% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,138 shares 3,138 $212K 0.07% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 945 shares; 2025Q2: 1,173 shares; 2025Q3: 1,061 shares; 2025Q4: 949 shares 949 $212K 0.07% -112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 293 shares; 2025Q4: 319 shares 319 $211K 0.07% +26 Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY 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: 21,767 shares; 2025Q4: 35,392 shares 35,392 $211K 0.06% +13,625 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,300 shares 5,300 $210K 0.06% new Timeline ATKR ATKORE INC More: the full row for ATKORE 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: 3,320 shares 3,320 $210K 0.06% new Timeline NGD NEW GOLD INC More: the full row for NEW GOLD 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: 15,829 shares; 2025Q2: 24,315 shares; 2025Q3: 24,263 shares; 2025Q4: 24,040 shares 24,040 $209K 0.06% -223 Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,148 shares; 2025Q4: 5,460 shares 5,460 $208K 0.06% +312 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 605 shares 605 $204K 0.06% new Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV 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: 11,960 shares; 2025Q3: not reported; 2025Q4: 9,515 shares 9,515 $202K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 844 shares; 2025Q2: 1,111 shares; 2025Q3: 876 shares; 2025Q4: 883 shares 883 $201K 0.06% +7 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: not reported; 2024Q4: not reported; 2025Q1: 870 shares; 2025Q2: not reported; 2025Q3: 1,223 shares; 2025Q4: 1,081 shares 1,081 $201K 0.06% -142 Timeline SNCY SUN CTRY AIRLS HLDGS INC More: the full row for SUN CTRY AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,117 shares 13,117 $189K 0.06% new Timeline HOFT HOOKER FURNISHINGS CORPORATI More: the full row for HOOKER FURNISHINGS CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,889 shares; 2024Q4: 11,889 shares; 2025Q1: 11,889 shares; 2025Q2: 16,596 shares; 2025Q3: 16,596 shares; 2025Q4: 16,596 shares 16,596 $187K 0.06% 0 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,925 shares; 2025Q3: 11,689 shares; 2025Q4: 14,158 shares 14,158 $173K 0.05% +2,469 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI 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: 37,012 shares; 2025Q3: 42,195 shares; 2025Q4: 43,586 shares 43,586 $150K 0.05% +1,391 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 12,602 shares 12,602 $135K 0.04% new Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS 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: 10,785 shares 10,785 $133K 0.04% new Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,485 shares 38,485 $124K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,487 shares; 2025Q3: 14,535 shares; 2025Q4: 14,521 shares 14,521 $122K 0.04% -14 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,162 shares; 2025Q1: 10,959 shares; 2025Q2: 11,516 shares; 2025Q3: 12,362 shares; 2025Q4: 12,555 shares 12,555 $121K 0.04% +193 Timeline MFIN MEDALLION FINANCIAL CORP More: the full row for MEDALLION FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,828 shares; 2025Q3: 10,986 shares; 2025Q4: 11,185 shares 11,185 $115K 0.04% +199 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,845 shares; 2025Q3: 12,122 shares; 2025Q4: 19,365 shares 19,365 $112K 0.03% +7,243 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,495 shares 11,495 $107K 0.03% new Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,583 shares; 2025Q3: not reported; 2025Q4: 10,480 shares 10,480 $94.6K 0.03% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,350 shares; 2025Q3: 11,577 shares; 2025Q4: 10,313 shares 10,313 $83.2K 0.03% -1,264 Timeline CUREVAC N V CUREVAC N V More: the full row for CUREVAC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,697 shares; 2025Q3: 19,217 shares; 2025Q4: 16,669 shares 16,669 $75.3K 0.02% -2,548 TBLA TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,557 shares 14,557 $67.1K 0.02% new Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,651 shares; 2025Q2: 30,459 shares; 2025Q3: 29,648 shares; 2025Q4: 10,354 shares 10,354 $59.5K 0.02% -19,294 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: 16,851 shares; 2024Q4: 12,323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,132 shares; 2025Q4: 10,641 shares 10,641 $56.4K 0.02% +509 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 12,358 shares 12,358 $43.7K 0.01% new Timeline