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: 310,744 shares; 2024Q4: 308,927 shares; 2025Q1: 310,364 shares; 2025Q2: 318,445 shares; 2025Q3: 316,581 shares; 2025Q4: 323,595 shares 323,595 $88M 5.73% +7,014 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: 132,017 shares; 2024Q4: 132,356 shares; 2025Q1: 134,422 shares; 2025Q2: 140,565 shares; 2025Q3: 140,701 shares; 2025Q4: 142,642 shares 142,642 $69M 4.49% +1,941 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: 179,414 shares; 2024Q4: 176,637 shares; 2025Q1: 173,520 shares; 2025Q2: 172,913 shares; 2025Q3: 168,342 shares; 2025Q4: 167,914 shares 167,914 $58.1M 3.78% -428 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: 145,796 shares; 2024Q4: 147,449 shares; 2025Q1: 150,083 shares; 2025Q2: 152,468 shares; 2025Q3: 151,984 shares; 2025Q4: 153,864 shares 153,864 $48.2M 3.13% +1,880 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: 176,250 shares; 2024Q4: 177,038 shares; 2025Q1: 177,855 shares; 2025Q2: 180,562 shares; 2025Q3: 181,841 shares; 2025Q4: 185,844 shares 185,844 $42.9M 2.79% +4,003 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: 132,956 shares; 2024Q4: 132,147 shares; 2025Q1: 130,641 shares; 2025Q2: 129,686 shares; 2025Q3: 129,508 shares; 2025Q4: 127,498 shares 127,498 $40M 2.6% -2,010 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: 68,543 shares; 2024Q4: 67,719 shares; 2025Q1: 67,511 shares; 2025Q2: 67,042 shares; 2025Q3: 66,408 shares; 2025Q4: 67,057 shares 67,057 $38.3M 2.49% +649 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: 174,970 shares; 2024Q4: 175,590 shares; 2025Q1: 174,800 shares; 2025Q2: 175,902 shares; 2025Q3: 175,359 shares; 2025Q4: 177,712 shares 177,712 $32.6M 2.12% +2,353 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: 57,943 shares; 2024Q4: 58,167 shares; 2025Q1: 57,579 shares; 2025Q2: 58,823 shares; 2025Q3: 62,603 shares; 2025Q4: 62,668 shares 62,668 $31.5M 2.05% +65 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: 92,096 shares; 2024Q4: 90,958 shares; 2025Q1: 91,404 shares; 2025Q2: 94,132 shares; 2025Q3: 93,173 shares; 2025Q4: 94,193 shares 94,193 $30.4M 1.98% +1,020 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: 125,084 shares; 2024Q4: 125,953 shares; 2025Q1: 128,693 shares; 2025Q2: 132,232 shares; 2025Q3: 136,199 shares; 2025Q4: 138,869 shares 138,869 $28.7M 1.87% +2,670 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: 169,430 shares; 2024Q4: 169,353 shares; 2025Q1: 170,078 shares; 2025Q2: 171,395 shares; 2025Q3: 173,088 shares; 2025Q4: 176,280 shares 176,280 $27.1M 1.76% +3,192 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: 20,534 shares; 2024Q4: 20,404 shares; 2025Q1: 20,036 shares; 2025Q2: 297,113 shares; 2025Q3: 292,927 shares; 2025Q4: 296,542 shares 296,542 $27M 1.76% +3,615 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: 31,088 shares; 2024Q4: 30,801 shares; 2025Q1: 30,364 shares; 2025Q2: 30,487 shares; 2025Q3: 30,657 shares; 2025Q4: 62,706 shares 62,706 $27M 1.76% +32,049 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: 190,557 shares; 2024Q4: 191,478 shares; 2025Q1: 195,731 shares; 2025Q2: 200,691 shares; 2025Q3: 201,068 shares; 2025Q4: 414,906 shares 414,906 $25M 1.62% +213,838 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: 34,505 shares; 2024Q4: 34,652 shares; 2025Q1: 35,029 shares; 2025Q2: 35,064 shares; 2025Q3: 34,929 shares; 2025Q4: 72,265 shares 72,265 $23.9M 1.55% +37,336 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: 42,835 shares; 2024Q4: 42,401 shares; 2025Q1: 42,667 shares; 2025Q2: 43,946 shares; 2025Q3: 43,975 shares; 2025Q4: 44,099 shares 44,099 $22.5M 1.47% +124 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: 25,156 shares; 2024Q4: 25,101 shares; 2025Q1: 25,077 shares; 2025Q2: 25,521 shares; 2025Q3: 25,129 shares; 2025Q4: 25,491 shares 25,491 $22.4M 1.46% +362 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: 97,881 shares; 2024Q4: 98,426 shares; 2025Q1: 177,256 shares; 2025Q2: 175,225 shares; 2025Q3: 174,580 shares; 2025Q4: 175,874 shares 175,874 $22.1M 1.44% +1,294 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: 19,189 shares; 2024Q4: 16,799 shares; 2025Q1: 17,113 shares; 2025Q2: 17,455 shares; 2025Q3: 17,564 shares; 2025Q4: 17,834 shares 17,834 $21.7M 1.41% +270 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,495 shares; 2025Q4: 222,026 shares 222,026 $21.2M 1.38% +217,531 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: 136,453 shares; 2025Q1: 139,217 shares; 2025Q2: 143,147 shares; 2025Q3: 146,510 shares; 2025Q4: 149,849 shares 149,849 $19.6M 1.28% +3,339 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: 20,139 shares; 2024Q4: 20,123 shares; 2025Q1: 20,149 shares; 2025Q2: 20,097 shares; 2025Q3: 19,885 shares; 2025Q4: 205,881 shares 205,881 $19.3M 1.26% +185,996 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: 110,565 shares; 2024Q4: 112,022 shares; 2025Q1: 112,239 shares; 2025Q2: 112,489 shares; 2025Q3: 115,149 shares; 2025Q4: 235,353 shares 235,353 $19M 1.24% +120,204 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: 57,138 shares; 2024Q4: 57,551 shares; 2025Q1: 58,119 shares; 2025Q2: 57,914 shares; 2025Q3: 58,821 shares; 2025Q4: 121,060 shares 121,060 $19M 1.23% +62,239 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: 119,206 shares; 2024Q4: 118,900 shares; 2025Q1: 120,884 shares; 2025Q2: 123,638 shares; 2025Q3: 122,911 shares; 2025Q4: 122,342 shares 122,342 $17.5M 1.14% -569 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: 64,245 shares; 2024Q4: 63,840 shares; 2025Q1: 64,126 shares; 2025Q2: 66,713 shares; 2025Q3: 66,519 shares; 2025Q4: 65,989 shares 65,989 $17.5M 1.14% -530 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,787 shares; 2024Q4: 134,463 shares; 2025Q1: 147,306 shares; 2025Q2: 158,806 shares; 2025Q3: 189,138 shares; 2025Q4: 219,043 shares 219,043 $17.5M 1.14% +29,905 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: 51,561 shares; 2024Q4: 51,411 shares; 2025Q1: 52,346 shares; 2025Q2: 53,207 shares; 2025Q3: 54,326 shares; 2025Q4: 113,431 shares 113,431 $17.3M 1.13% +59,105 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: 39,961 shares; 2024Q4: 40,608 shares; 2025Q1: 43,902 shares; 2025Q2: 47,946 shares; 2025Q3: 50,005 shares; 2025Q4: 51,967 shares 51,967 $16.6M 1.08% +1,962 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: 97,078 shares; 2024Q4: 96,985 shares; 2025Q1: 96,431 shares; 2025Q2: 96,843 shares; 2025Q3: 98,587 shares; 2025Q4: 101,208 shares 101,208 $16.4M 1.07% +2,621 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: 42,193 shares; 2024Q4: 42,417 shares; 2025Q1: 42,663 shares; 2025Q2: 43,359 shares; 2025Q3: 44,221 shares; 2025Q4: 45,705 shares 45,705 $16.1M 1.05% +1,484 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: 126,590 shares; 2024Q4: 127,221 shares; 2025Q1: 129,242 shares; 2025Q2: 131,391 shares; 2025Q3: 132,929 shares; 2025Q4: 270,279 shares 270,279 $15.5M 1.01% +137,350 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: 96,809 shares; 2024Q4: 96,619 shares; 2025Q1: 98,735 shares; 2025Q2: 100,600 shares; 2025Q3: 101,182 shares; 2025Q4: 99,787 shares 99,787 $15.2M 0.99% -1,395 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,205 shares 51,205 $14.6M 0.95% new 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: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 2,705 shares; 2025Q2: 116,833 shares; 2025Q3: 116,106 shares; 2025Q4: 115,822 shares 115,822 $14.3M 0.93% -284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,912 shares; 2025Q3: 64,783 shares; 2025Q4: 65,073 shares 65,073 $13.8M 0.9% +290 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: 95,394 shares; 2024Q4: 94,971 shares; 2025Q1: 101,422 shares; 2025Q2: 104,031 shares; 2025Q3: 106,588 shares; 2025Q4: 109,487 shares 109,487 $13.7M 0.89% +2,899 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: 140,025 shares; 2024Q4: 135,737 shares; 2025Q1: 137,018 shares; 2025Q2: 140,668 shares; 2025Q3: 152,746 shares; 2025Q4: 158,820 shares 158,820 $13.5M 0.88% +6,074 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: 30,473 shares; 2024Q4: 30,249 shares; 2025Q1: 30,353 shares; 2025Q2: 30,571 shares; 2025Q3: 30,944 shares; 2025Q4: 31,616 shares 31,616 $13.5M 0.88% +672 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: 189,052 shares; 2024Q4: 182,279 shares; 2025Q1: 179,703 shares; 2025Q2: 179,779 shares; 2025Q3: 175,456 shares; 2025Q4: 172,306 shares 172,306 $12M 0.78% -3,150 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,022 shares; 2025Q1: 2,066 shares; 2025Q2: 2,093 shares; 2025Q3: 2,254 shares; 2025Q4: 8,929 shares 8,929 $11.9M 0.77% +6,675 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: 31,076 shares; 2024Q4: 30,365 shares; 2025Q1: 30,609 shares; 2025Q2: 31,921 shares; 2025Q3: 32,009 shares; 2025Q4: 32,739 shares 32,739 $11.3M 0.73% +730 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: 45,463 shares; 2024Q4: 45,315 shares; 2025Q1: 45,841 shares; 2025Q2: 47,187 shares; 2025Q3: 47,841 shares; 2025Q4: 48,104 shares 48,104 $11.1M 0.72% +263 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: 25,254 shares; 2024Q4: 25,663 shares; 2025Q1: 26,259 shares; 2025Q2: 26,716 shares; 2025Q3: 27,977 shares; 2025Q4: 29,544 shares 29,544 $10.4M 0.68% +1,567 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: 103,655 shares; 2024Q4: 103,607 shares; 2025Q1: 102,817 shares; 2025Q2: 102,397 shares; 2025Q3: 104,803 shares; 2025Q4: 103,820 shares 103,820 $9.72M 0.63% -983 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: 68,094 shares; 2024Q4: 66,834 shares; 2025Q1: 66,411 shares; 2025Q2: 65,262 shares; 2025Q3: 64,446 shares; 2025Q4: 66,924 shares 66,924 $9.7M 0.63% +2,478 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: 56,831 shares; 2024Q4: 58,068 shares; 2025Q1: 62,511 shares; 2025Q2: 66,363 shares; 2025Q3: 65,034 shares; 2025Q4: 67,254 shares 67,254 $9.69M 0.63% +2,220 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: 16,156 shares; 2024Q4: 16,209 shares; 2025Q1: 16,204 shares; 2025Q2: 17,054 shares; 2025Q3: 16,680 shares; 2025Q4: 16,477 shares 16,477 $9.44M 0.61% -203 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: 40,377 shares; 2024Q4: 40,246 shares; 2025Q1: 39,893 shares; 2025Q2: 40,683 shares; 2025Q3: 40,364 shares; 2025Q4: 38,863 shares 38,863 $9.37M 0.61% -1,501 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: 35,318 shares; 2024Q4: 35,112 shares; 2025Q1: 35,117 shares; 2025Q2: 37,929 shares; 2025Q3: 38,190 shares; 2025Q4: 36,964 shares 36,964 $8.45M 0.55% -1,226 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,886 shares; 2024Q4: 14,758 shares; 2025Q1: 14,335 shares; 2025Q2: 13,919 shares; 2025Q3: 13,649 shares; 2025Q4: 13,948 shares 13,948 $7.69M 0.5% +299 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,970 shares; 2025Q3: 56,590 shares; 2025Q4: 56,246 shares 56,246 $6.76M 0.44% -344 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: 41,805 shares; 2024Q4: 40,429 shares; 2025Q1: 40,088 shares; 2025Q2: 39,589 shares; 2025Q3: 39,052 shares; 2025Q4: 73,928 shares 73,928 $6.73M 0.44% +34,876 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,643 shares; 2024Q4: 52,815 shares; 2025Q1: 53,910 shares; 2025Q2: 55,305 shares; 2025Q3: 57,085 shares; 2025Q4: 58,172 shares 58,172 $6.11M 0.4% +1,087 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: 10,675 shares; 2024Q4: 10,616 shares; 2025Q1: 10,597 shares; 2025Q2: 11,019 shares; 2025Q3: 10,984 shares; 2025Q4: 10,622 shares 10,622 $6.06M 0.39% -362 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: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $6.04M 0.39% 0 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: 609 shares; 2024Q4: 605 shares; 2025Q1: 2,149 shares; 2025Q2: 3,248 shares; 2025Q3: 4,864 shares; 2025Q4: 5,525 shares 5,525 $5.94M 0.39% +661 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: not reported; 2024Q4: not reported; 2025Q1: 23,676 shares; 2025Q2: 27,908 shares; 2025Q3: 30,631 shares; 2025Q4: 28,984 shares 28,984 $5.88M 0.38% -1,647 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: 6,532 shares; 2024Q4: 6,520 shares; 2025Q1: 7,646 shares; 2025Q2: 8,253 shares; 2025Q3: 8,223 shares; 2025Q4: 8,538 shares 8,538 $5.84M 0.38% +315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,510 shares; 2025Q3: 86,413 shares; 2025Q4: 85,826 shares 85,826 $5.66M 0.37% -587 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: 15,170 shares; 2024Q4: 15,099 shares; 2025Q1: 15,339 shares; 2025Q2: 16,145 shares; 2025Q3: 15,823 shares; 2025Q4: 17,929 shares 17,929 $5.53M 0.36% +2,106 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: 31,018 shares; 2024Q4: 30,772 shares; 2025Q1: 30,941 shares; 2025Q2: 31,611 shares; 2025Q3: 28,909 shares; 2025Q4: 29,288 shares 29,288 $5.46M 0.36% +379 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: 15,210 shares; 2024Q4: 14,806 shares; 2025Q1: 14,605 shares; 2025Q2: 15,202 shares; 2025Q3: 14,800 shares; 2025Q4: 13,889 shares 13,889 $5.14M 0.33% -911 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: 13,069 shares; 2024Q4: 13,069 shares; 2025Q1: 13,009 shares; 2025Q2: 13,173 shares; 2025Q3: 13,127 shares; 2025Q4: 13,190 shares 13,190 $5.13M 0.33% +63 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,251 shares; 2024Q4: 350,091 shares; 2025Q1: 341,891 shares; 2025Q2: 338,141 shares; 2025Q3: 334,551 shares; 2025Q4: 374,090 shares 374,090 $4.98M 0.32% +39,539 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,581 shares; 2024Q4: 221,658 shares; 2025Q1: 220,114 shares; 2025Q2: 231,084 shares; 2025Q3: 276,427 shares; 2025Q4: 558,017 shares 558,017 $4.88M 0.32% +281,590 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: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 2,993 shares; 2025Q2: 22,619 shares; 2025Q3: 23,059 shares; 2025Q4: 23,568 shares 23,568 $4.51M 0.29% +509 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,625 shares; 2025Q1: 5,390 shares; 2025Q2: 5,289 shares; 2025Q3: 5,284 shares; 2025Q4: 5,353 shares 5,353 $4.4M 0.29% +69 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,329 shares; 2024Q4: 9,329 shares; 2025Q1: 8,429 shares; 2025Q2: 10,039 shares; 2025Q3: 10,039 shares; 2025Q4: 9,319 shares 9,319 $4.34M 0.28% -720 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: 65,107 shares; 2024Q4: 65,811 shares; 2025Q1: 67,866 shares; 2025Q2: 72,723 shares; 2025Q3: 75,410 shares; 2025Q4: 80,164 shares 80,164 $4.07M 0.26% +4,754 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: 22,430 shares; 2024Q4: 21,070 shares; 2025Q1: 23,101 shares; 2025Q2: 24,941 shares; 2025Q3: 27,669 shares; 2025Q4: 35,235 shares 35,235 $3.93M 0.26% +7,566 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: 13,349 shares; 2024Q4: 13,090 shares; 2025Q1: 12,959 shares; 2025Q2: 12,475 shares; 2025Q3: 12,040 shares; 2025Q4: 24,056 shares 24,056 $3.9M 0.25% +12,016 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: 9,494 shares; 2024Q4: 9,492 shares; 2025Q1: 9,442 shares; 2025Q2: 10,015 shares; 2025Q3: 10,026 shares; 2025Q4: 9,554 shares 9,554 $3.72M 0.24% -472 Timeline IBDR 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: 142,117 shares; 2025Q3: 146,867 shares; 2025Q4: 152,071 shares 152,071 $3.68M 0.24% +5,204 Timeline IBDT 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: 128,299 shares; 2025Q3: 135,162 shares; 2025Q4: 144,082 shares 144,082 $3.67M 0.24% +8,920 Timeline IBDS 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: 137,261 shares; 2025Q3: 142,470 shares; 2025Q4: 149,806 shares 149,806 $3.64M 0.24% +7,336 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,681 shares; 2024Q4: 176,681 shares; 2025Q1: 167,384 shares; 2025Q2: 166,085 shares; 2025Q3: 163,987 shares; 2025Q4: 163,158 shares 163,158 $3.63M 0.24% -829 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: 14,571 shares; 2024Q4: 14,559 shares; 2025Q1: 14,556 shares; 2025Q2: 15,493 shares; 2025Q3: 15,305 shares; 2025Q4: 13,970 shares 13,970 $3.62M 0.24% -1,335 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,282 shares; 2024Q4: 12,314 shares; 2025Q1: 12,614 shares; 2025Q2: 17,320 shares; 2025Q3: 16,392 shares; 2025Q4: 16,510 shares 16,510 $3.6M 0.23% +118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,351 shares; 2025Q3: 39,751 shares; 2025Q4: 39,347 shares 39,347 $3.52M 0.23% -404 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: 160,577 shares; 2024Q4: 161,843 shares; 2025Q1: 162,763 shares; 2025Q2: 167,138 shares; 2025Q3: 154,887 shares; 2025Q4: 32,976 shares 32,976 $3.5M 0.23% -121,911 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: 297,089 shares; 2024Q4: 289,309 shares; 2025Q1: 123,924 shares; 2025Q2: 118,967 shares; 2025Q3: 117,238 shares; 2025Q4: 113,272 shares 113,272 $3.39M 0.22% -3,966 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: 10,172 shares; 2024Q4: 10,390 shares; 2025Q1: 10,265 shares; 2025Q2: 11,378 shares; 2025Q3: 11,361 shares; 2025Q4: 10,753 shares 10,753 $3.19M 0.21% -608 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: 24,801 shares; 2024Q4: 24,665 shares; 2025Q1: 24,022 shares; 2025Q2: 23,738 shares; 2025Q3: 23,699 shares; 2025Q4: 23,818 shares 23,818 $3.16M 0.21% +119 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: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,465 shares 1,465 $3.15M 0.2% -42 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,316 shares; 2025Q1: 6,204 shares; 2025Q2: 6,098 shares; 2025Q3: 6,143 shares; 2025Q4: 6,135 shares 6,135 $3.13M 0.2% -8 Timeline FLOT 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: 66,261 shares; 2025Q3: 65,866 shares; 2025Q4: 61,414 shares 61,414 $3.12M 0.2% -4,452 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: 15,946 shares; 2024Q4: 15,873 shares; 2025Q1: 15,893 shares; 2025Q2: 17,012 shares; 2025Q3: 18,201 shares; 2025Q4: 18,185 shares 18,185 $3.11M 0.2% -16 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: 3,600 shares; 2024Q4: 3,588 shares; 2025Q1: 3,668 shares; 2025Q2: 4,129 shares; 2025Q3: 4,135 shares; 2025Q4: 4,526 shares 4,526 $2.96M 0.19% +391 Timeline IBDU 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: 96,944 shares; 2025Q3: 108,260 shares; 2025Q4: 123,418 shares 123,418 $2.89M 0.19% +15,158 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: 8,224 shares; 2024Q4: 8,139 shares; 2025Q1: 10,539 shares; 2025Q2: 10,382 shares; 2025Q3: 10,283 shares; 2025Q4: 9,514 shares 9,514 $2.75M 0.18% -769 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: 4,141 shares; 2024Q4: 4,068 shares; 2025Q1: 4,164 shares; 2025Q2: 4,109 shares; 2025Q3: 4,065 shares; 2025Q4: 4,591 shares 4,591 $2.61M 0.17% +526 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: 7,843 shares; 2024Q4: 7,844 shares; 2025Q1: 7,763 shares; 2025Q2: 8,048 shares; 2025Q3: 8,025 shares; 2025Q4: 8,939 shares 8,939 $2.59M 0.17% +914 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: 10,130 shares; 2024Q4: 10,031 shares; 2025Q1: 10,022 shares; 2025Q2: 10,509 shares; 2025Q3: 10,446 shares; 2025Q4: 9,934 shares 9,934 $2.45M 0.16% -512 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,332 shares; 2024Q4: 20,574 shares; 2025Q1: 20,042 shares; 2025Q2: 19,642 shares; 2025Q3: 19,822 shares; 2025Q4: 19,242 shares 19,242 $2.44M 0.16% -580 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: 4,226 shares; 2024Q4: 4,226 shares; 2025Q1: 6,063 shares; 2025Q2: 6,079 shares; 2025Q3: 6,075 shares; 2025Q4: 6,125 shares 6,125 $2.43M 0.16% +50 Timeline IBDV 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: 28,142 shares; 2025Q3: 44,489 shares; 2025Q4: 109,615 shares 109,615 $2.42M 0.16% +65,126 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: 9,752 shares; 2024Q4: 9,048 shares; 2025Q1: 8,679 shares; 2025Q2: 8,660 shares; 2025Q3: 7,890 shares; 2025Q4: 7,678 shares 7,678 $2.34M 0.15% -212 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: 55,066 shares; 2024Q4: 51,819 shares; 2025Q1: 59,050 shares; 2025Q2: 100,404 shares; 2025Q3: 84,993 shares; 2025Q4: 93,356 shares 93,356 $2.32M 0.15% +8,363 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,327 shares; 2025Q3: 1,957 shares; 2025Q4: 3,208 shares 3,208 $2.16M 0.14% +1,251 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 6,410 shares; 2025Q1: 6,295 shares; 2025Q2: 6,463 shares; 2025Q3: 6,442 shares; 2025Q4: 6,402 shares 6,402 $2.15M 0.14% -40 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: 4,788 shares; 2024Q4: 4,841 shares; 2025Q1: 4,837 shares; 2025Q2: 5,177 shares; 2025Q3: 5,177 shares; 2025Q4: 6,276 shares 6,276 $2.11M 0.14% +1,099 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,750 shares; 2025Q1: 4,844 shares; 2025Q2: 4,856 shares; 2025Q3: 4,447 shares; 2025Q4: 4,504 shares 4,504 $2.11M 0.14% +57 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: 23,824 shares; 2024Q4: 23,231 shares; 2025Q1: 22,931 shares; 2025Q2: 26,067 shares; 2025Q3: 24,365 shares; 2025Q4: 21,615 shares 21,615 $2.01M 0.13% -2,750 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: 8,630 shares; 2024Q4: 8,611 shares; 2025Q1: 8,600 shares; 2025Q2: 9,172 shares; 2025Q3: 9,249 shares; 2025Q4: 18,251 shares 18,251 $1.98M 0.13% +9,002 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,395 shares; 2024Q4: 19,395 shares; 2025Q1: 19,395 shares; 2025Q2: 19,395 shares; 2025Q3: 19,395 shares; 2025Q4: 18,699 shares 18,699 $1.97M 0.13% -696 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: 25,191 shares; 2024Q4: 25,209 shares; 2025Q1: 25,016 shares; 2025Q2: 24,452 shares; 2025Q3: 23,624 shares; 2025Q4: 35,822 shares 35,822 $1.93M 0.13% +12,198 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: 72,780 shares; 2024Q4: 72,580 shares; 2025Q1: 76,610 shares; 2025Q2: 81,901 shares; 2025Q3: 80,188 shares; 2025Q4: 153,217 shares 153,217 $1.9M 0.12% +73,029 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: 1,980 shares; 2024Q4: 1,983 shares; 2025Q1: 2,189 shares; 2025Q2: 2,657 shares; 2025Q3: 2,654 shares; 2025Q4: 2,764 shares 2,764 $1.89M 0.12% +110 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: 58,986 shares; 2024Q4: 58,850 shares; 2025Q1: 58,850 shares; 2025Q2: 61,637 shares; 2025Q3: 58,265 shares; 2025Q4: 51,906 shares 51,906 $1.88M 0.12% -6,359 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,686 shares 79,686 $1.69M 0.11% new 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: 15,929 shares; 2024Q4: 15,916 shares; 2025Q1: 15,784 shares; 2025Q2: 16,656 shares; 2025Q3: 16,121 shares; 2025Q4: 14,302 shares 14,302 $1.65M 0.11% -1,819 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,148 shares; 2024Q4: 48,759 shares; 2025Q1: 48,307 shares; 2025Q2: 47,566 shares; 2025Q3: 47,302 shares; 2025Q4: 41,240 shares 41,240 $1.6M 0.1% -6,062 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: 19,949 shares; 2024Q4: 19,755 shares; 2025Q1: 19,789 shares; 2025Q2: 19,903 shares; 2025Q3: 19,903 shares; 2025Q4: 42,090 shares 42,090 $1.55M 0.1% +22,187 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,208 shares; 2024Q4: 14,846 shares; 2025Q1: 15,114 shares; 2025Q2: 17,013 shares; 2025Q3: 16,954 shares; 2025Q4: 18,022 shares 18,022 $1.52M 0.1% +1,068 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: 35,916 shares; 2024Q4: 35,906 shares; 2025Q1: 35,906 shares; 2025Q2: 36,500 shares; 2025Q3: 36,000 shares; 2025Q4: 31,724 shares 31,724 $1.5M 0.1% -4,276 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,587 shares; 2025Q3: 8,658 shares; 2025Q4: 16,320 shares 16,320 $1.49M 0.1% +7,662 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: 7,369 shares; 2024Q4: 7,369 shares; 2025Q1: 7,452 shares; 2025Q2: 7,452 shares; 2025Q3: 7,156 shares; 2025Q4: 7,578 shares 7,578 $1.48M 0.1% +422 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: 9,708 shares; 2024Q4: 9,708 shares; 2025Q1: 8,743 shares; 2025Q2: 8,743 shares; 2025Q3: 8,753 shares; 2025Q4: 8,291 shares 8,291 $1.47M 0.1% -462 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,443 shares; 2024Q4: 48,521 shares; 2025Q1: 48,611 shares; 2025Q2: 50,701 shares; 2025Q3: 60,508 shares; 2025Q4: 69,353 shares 69,353 $1.43M 0.09% +8,845 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: 7,795 shares; 2024Q4: 7,620 shares; 2025Q1: 7,620 shares; 2025Q2: 7,562 shares; 2025Q3: 7,222 shares; 2025Q4: 7,183 shares 7,183 $1.39M 0.09% -39 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: 4,849 shares; 2024Q4: 4,922 shares; 2025Q1: 5,293 shares; 2025Q2: 5,539 shares; 2025Q3: 5,604 shares; 2025Q4: 7,261 shares 7,261 $1.37M 0.09% +1,657 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: 4,450 shares; 2024Q4: 4,490 shares; 2025Q1: 4,586 shares; 2025Q2: 5,137 shares; 2025Q3: 5,137 shares; 2025Q4: 3,882 shares 3,882 $1.36M 0.09% -1,255 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: 34,031 shares; 2024Q4: 33,612 shares; 2025Q1: 33,861 shares; 2025Q2: 34,358 shares; 2025Q3: 33,205 shares; 2025Q4: 46,458 shares 46,458 $1.36M 0.09% +13,253 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,542 shares; 2024Q4: 38,742 shares; 2025Q1: 37,152 shares; 2025Q2: 34,805 shares; 2025Q3: 34,405 shares; 2025Q4: 33,270 shares 33,270 $1.35M 0.09% -1,135 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: not reported; 2025Q1: 1,783 shares; 2025Q2: 6,454 shares; 2025Q3: 6,462 shares; 2025Q4: 10,075 shares 10,075 $1.3M 0.08% +3,613 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: 4,285 shares; 2024Q4: 4,466 shares; 2025Q1: 4,648 shares; 2025Q2: 4,700 shares; 2025Q3: 5,409 shares; 2025Q4: 6,216 shares 6,216 $1.3M 0.08% +807 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: 12,017 shares; 2024Q4: 12,017 shares; 2025Q1: 13,161 shares; 2025Q2: 20,472 shares; 2025Q3: 20,509 shares; 2025Q4: 16,681 shares 16,681 $1.28M 0.08% -3,828 Timeline VUSB 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: 25,570 shares; 2024Q4: 25,570 shares; 2025Q1: 25,570 shares; 2025Q2: 25,570 shares; 2025Q3: 25,570 shares; 2025Q4: 25,570 shares 25,570 $1.27M 0.08% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,598 shares; 2025Q1: 1,750 shares; 2025Q2: 1,890 shares; 2025Q3: 1,892 shares; 2025Q4: 2,237 shares 2,237 $1.27M 0.08% +345 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,510 shares; 2024Q4: 13,818 shares; 2025Q1: 13,368 shares; 2025Q2: 13,890 shares; 2025Q3: 13,894 shares; 2025Q4: 12,822 shares 12,822 $1.25M 0.08% -1,072 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: 41,477 shares; 2024Q4: 39,132 shares; 2025Q1: 39,462 shares; 2025Q2: 41,599 shares; 2025Q3: 38,355 shares; 2025Q4: 29,399 shares 29,399 $1.2M 0.08% -8,956 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: 15,957 shares; 2024Q4: 15,510 shares; 2025Q1: 15,510 shares; 2025Q2: 15,006 shares; 2025Q3: 15,011 shares; 2025Q4: 14,151 shares 14,151 $1.18M 0.08% -860 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: 19,244 shares; 2024Q4: 18,887 shares; 2025Q1: 18,549 shares; 2025Q2: 19,834 shares; 2025Q3: 19,894 shares; 2025Q4: 22,084 shares 22,084 $1.17M 0.08% +2,190 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: 8,109 shares; 2024Q4: 8,652 shares; 2025Q1: 8,645 shares; 2025Q2: 8,925 shares; 2025Q3: 8,832 shares; 2025Q4: 11,746 shares 11,746 $1.17M 0.08% +2,914 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: 22,849 shares; 2024Q4: 21,485 shares; 2025Q1: 21,125 shares; 2025Q2: 22,382 shares; 2025Q3: 22,258 shares; 2025Q4: 42,874 shares 42,874 $1.16M 0.08% +20,616 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: 20,412 shares; 2024Q4: 20,412 shares; 2025Q1: 20,412 shares; 2025Q2: 19,694 shares; 2025Q3: 19,697 shares; 2025Q4: 19,728 shares 19,728 $1.16M 0.08% +31 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 4,447 shares; 2025Q1: 4,400 shares; 2025Q2: 4,030 shares; 2025Q3: 3,930 shares; 2025Q4: 3,812 shares 3,812 $1.15M 0.07% -118 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: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 2,134 shares; 2025Q3: 2,136 shares; 2025Q4: 4,676 shares 4,676 $1.13M 0.07% +2,540 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: 11,412 shares; 2024Q4: 11,149 shares; 2025Q1: 11,149 shares; 2025Q2: 11,553 shares; 2025Q3: 11,263 shares; 2025Q4: 9,417 shares 9,417 $1.13M 0.07% -1,846 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,914 shares; 2025Q3: 7,893 shares; 2025Q4: 7,672 shares 7,672 $1.1M 0.07% -221 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: 3,385 shares; 2024Q4: 3,385 shares; 2025Q1: 3,318 shares; 2025Q2: 6,440 shares; 2025Q3: 6,444 shares; 2025Q4: 6,517 shares 6,517 $1.06M 0.07% +73 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: 4,552 shares; 2024Q4: 5,533 shares; 2025Q1: 2,686 shares; 2025Q2: 4,179 shares; 2025Q3: 4,183 shares; 2025Q4: 4,081 shares 4,081 $1.05M 0.07% -102 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: 1,136 shares; 2024Q4: 1,157 shares; 2025Q1: 1,202 shares; 2025Q2: 1,398 shares; 2025Q3: 1,398 shares; 2025Q4: 2,168 shares 2,168 $1.05M 0.07% +770 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: 3,613 shares; 2024Q4: 3,578 shares; 2025Q1: 3,908 shares; 2025Q2: 4,511 shares; 2025Q3: 4,562 shares; 2025Q4: 3,180 shares 3,180 $1.04M 0.07% -1,382 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: 55,293 shares; 2024Q4: 55,713 shares; 2025Q1: 5,729 shares; 2025Q2: 6,446 shares; 2025Q3: 6,417 shares; 2025Q4: 11,685 shares 11,685 $1.01M 0.07% +5,268 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434 shares; 2025Q3: 485 shares; 2025Q4: 1,587 shares 1,587 $995K 0.06% +1,102 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: 1,956 shares; 2024Q4: 1,956 shares; 2025Q1: 1,956 shares; 2025Q2: 2,070 shares; 2025Q3: 2,044 shares; 2025Q4: 2,016 shares 2,016 $954K 0.06% -28 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: 993 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 943 shares; 2025Q4: 1,551 shares 1,551 $953K 0.06% +608 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: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,724 shares; 2025Q2: 4,951 shares; 2025Q3: 4,684 shares; 2025Q4: 4,820 shares 4,820 $940K 0.06% +136 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,693 shares; 2024Q4: 27,693 shares; 2025Q1: 28,593 shares; 2025Q2: 28,916 shares; 2025Q3: 28,919 shares; 2025Q4: 33,880 shares 33,880 $931K 0.06% +4,961 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: 39,624 shares; 2024Q4: 39,441 shares; 2025Q1: 39,828 shares; 2025Q2: 33,446 shares; 2025Q3: 32,132 shares; 2025Q4: 64,012 shares 64,012 $922K 0.06% +31,880 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: not reported; 2025Q1: 1,326 shares; 2025Q2: 1,686 shares; 2025Q3: 3,721 shares; 2025Q4: 4,980 shares 4,980 $917K 0.06% +1,259 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: 5,956 shares; 2024Q4: 5,960 shares; 2025Q1: 5,510 shares; 2025Q2: 10,390 shares; 2025Q3: 9,020 shares; 2025Q4: 9,285 shares 9,285 $892K 0.06% +265 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: 1,667 shares; 2024Q4: 1,740 shares; 2025Q1: 1,894 shares; 2025Q2: 2,182 shares; 2025Q3: 2,181 shares; 2025Q4: 1,963 shares 1,963 $883K 0.06% -218 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: 14,976 shares; 2024Q4: 16,278 shares; 2025Q1: 16,587 shares; 2025Q2: 17,700 shares; 2025Q3: 17,815 shares; 2025Q4: 17,471 shares 17,471 $860K 0.06% -344 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,498 shares; 2025Q3: 2,500 shares; 2025Q4: 2,808 shares 2,808 $815K 0.05% +308 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: 18,923 shares; 2024Q4: 18,873 shares; 2025Q1: 18,053 shares; 2025Q2: 16,509 shares; 2025Q3: 14,609 shares; 2025Q4: 17,248 shares 17,248 $802K 0.05% +2,639 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: 7,804 shares; 2024Q4: 7,804 shares; 2025Q1: 7,804 shares; 2025Q2: 8,744 shares; 2025Q3: 8,210 shares; 2025Q4: 8,210 shares 8,210 $790K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 4,285 shares; 2025Q3: 4,286 shares; 2025Q4: 4,807 shares 4,807 $770K 0.05% +521 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: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 3,669 shares; 2025Q2: 4,809 shares; 2025Q3: 6,913 shares; 2025Q4: 6,942 shares 6,942 $766K 0.05% +29 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: 18,823 shares; 2024Q4: 18,423 shares; 2025Q1: 20,260 shares; 2025Q2: 23,623 shares; 2025Q3: 20,779 shares; 2025Q4: 20,707 shares 20,707 $764K 0.05% -72 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: 1,692 shares; 2024Q4: 1,130 shares; 2025Q1: 1,368 shares; 2025Q2: 1,582 shares; 2025Q3: 1,557 shares; 2025Q4: 1,558 shares 1,558 $760K 0.05% +1 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,052 shares; 2025Q3: 9,213 shares; 2025Q4: 8,772 shares 8,772 $712K 0.05% -441 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,945 shares; 2024Q4: 8,945 shares; 2025Q1: 14,945 shares; 2025Q2: 10,945 shares; 2025Q3: 11,945 shares; 2025Q4: 13,436 shares 13,436 $686K 0.04% +1,491 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,953 shares 4,953 $672K 0.04% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,706 shares 6,706 $670K 0.04% new 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: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 13,147 shares; 2025Q2: 13,529 shares; 2025Q3: 13,376 shares; 2025Q4: 11,101 shares 11,101 $667K 0.04% -2,275 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: 3,339 shares; 2024Q4: 2,884 shares; 2025Q1: 2,662 shares; 2025Q2: 2,613 shares; 2025Q3: 2,373 shares; 2025Q4: 2,249 shares 2,249 $666K 0.04% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,287 shares; 2025Q3: 1,289 shares; 2025Q4: 2,113 shares 2,113 $665K 0.04% +824 Timeline PDLB PONCE FINANCIAL GROUP INC More: the full row for PONCE FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,557 shares; 2024Q4: 45,557 shares; 2025Q1: 45,557 shares; 2025Q2: 44,925 shares; 2025Q3: 41,372 shares; 2025Q4: 40,535 shares 40,535 $663K 0.04% -837 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN 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: not reported; 2025Q4: 4,078 shares 4,078 $661K 0.04% 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: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,211 shares 3,211 $660K 0.04% -4 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,885 shares; 2024Q4: 11,885 shares; 2025Q1: 11,885 shares; 2025Q2: 11,803 shares; 2025Q3: 11,803 shares; 2025Q4: 11,805 shares 11,805 $654K 0.04% +2 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: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,113 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,470 shares 1,470 $654K 0.04% +352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,782 shares 15,782 $649K 0.04% new 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: 22,760 shares; 2024Q4: 23,271 shares; 2025Q1: 23,190 shares; 2025Q2: 1,351 shares; 2025Q3: 1,491 shares; 2025Q4: 1,967 shares 1,967 $649K 0.04% +476 Timeline PCG PG&E CORP More: the full row for PG&E 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: 39,644 shares 39,644 $639K 0.04% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,026 shares; 2025Q3: 85,853 shares; 2025Q4: 7,529 shares 7,529 $635K 0.04% -78,324 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: 434 shares; 2024Q4: 434 shares; 2025Q1: 455 shares; 2025Q2: 476 shares; 2025Q3: 424 shares; 2025Q4: 4,115 shares 4,115 $630K 0.04% +3,691 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: 7,001 shares; 2024Q4: 7,001 shares; 2025Q1: 8,633 shares; 2025Q2: 10,038 shares; 2025Q3: 9,904 shares; 2025Q4: 11,423 shares 11,423 $628K 0.04% +1,519 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: 466 shares; 2024Q4: 466 shares; 2025Q1: 472 shares; 2025Q2: 939 shares; 2025Q3: 949 shares; 2025Q4: 1,060 shares 1,060 $615K 0.04% +111 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 2,996 shares; 2025Q1: 2,586 shares; 2025Q2: 5,826 shares; 2025Q3: 5,780 shares; 2025Q4: 5,894 shares 5,894 $613K 0.04% +114 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: 9,029 shares; 2025Q1: 9,029 shares; 2025Q2: 9,029 shares; 2025Q3: 8,996 shares; 2025Q4: 8,153 shares 8,153 $596K 0.04% -843 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,680 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares; 2025Q4: 12,871 shares 12,871 $589K 0.04% +191 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: not reported; 2025Q3: not reported; 2025Q4: 620 shares 620 $579K 0.04% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,553 shares; 2025Q1: 4,553 shares; 2025Q2: 4,553 shares; 2025Q3: 4,553 shares; 2025Q4: 2,712 shares 2,712 $575K 0.04% -1,841 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,302 shares; 2025Q2: 29,102 shares; 2025Q3: 29,102 shares; 2025Q4: 40,662 shares 40,662 $570K 0.04% +11,560 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,938 shares; 2024Q4: 15,938 shares; 2025Q1: 15,003 shares; 2025Q2: 13,899 shares; 2025Q3: 13,902 shares; 2025Q4: 16,043 shares 16,043 $557K 0.04% +2,141 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,217 shares; 2024Q4: 33,217 shares; 2025Q1: 33,217 shares; 2025Q2: 31,917 shares; 2025Q3: 31,917 shares; 2025Q4: 31,917 shares 31,917 $542K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,866 shares 2,866 $529K 0.03% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,791 shares 8,791 $528K 0.03% new Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 21,876 shares; 2025Q4: 19,828 shares 19,828 $519K 0.03% -2,048 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: 617 shares; 2024Q4: 617 shares; 2025Q1: 703 shares; 2025Q2: 1,254 shares; 2025Q3: 1,237 shares; 2025Q4: 1,934 shares 1,934 $519K 0.03% +697 Timeline PHO 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: 3,033 shares; 2024Q4: not reported; 2025Q1: 6,933 shares; 2025Q2: 7,112 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares 7,100 $500K 0.03% 0 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: 4,191 shares; 2024Q4: 4,191 shares; 2025Q1: 3,691 shares; 2025Q2: 3,587 shares; 2025Q3: 3,672 shares; 2025Q4: 3,936 shares 3,936 $495K 0.03% +264 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,109 shares; 2025Q1: 5,006 shares; 2025Q2: 5,101 shares; 2025Q3: 5,088 shares; 2025Q4: 8,391 shares 8,391 $490K 0.03% +3,303 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 2,010 shares 2,010 $488K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,576 shares 6,576 $486K 0.03% new Timeline PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT 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: 15,653 shares; 2025Q3: 15,653 shares; 2025Q4: 29,868 shares 29,868 $484K 0.03% +14,215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,939 shares 5,939 $481K 0.03% new Timeline RMBI RICHMOND MUT BANCORPORATION More: the full row for RICHMOND MUT BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,877 shares; 2024Q4: 35,877 shares; 2025Q1: 35,877 shares; 2025Q2: 34,615 shares; 2025Q3: 34,615 shares; 2025Q4: 34,240 shares 34,240 $481K 0.03% -375 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS 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: 7,164 shares; 2025Q4: 6,428 shares 6,428 $474K 0.03% -736 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: 5,670 shares; 2025Q2: 5,520 shares; 2025Q3: 5,520 shares; 2025Q4: 5,520 shares 5,520 $473K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,208 shares; 2025Q2: 5,201 shares; 2025Q3: 5,201 shares; 2025Q4: 10,543 shares 10,543 $471K 0.03% +5,342 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: 791 shares; 2024Q4: 783 shares; 2025Q1: 789 shares; 2025Q2: 1,242 shares; 2025Q3: 1,224 shares; 2025Q4: 527 shares 527 $464K 0.03% -697 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 184 shares; 2025Q1: 199 shares; 2025Q2: 205 shares; 2025Q3: 223 shares; 2025Q4: 229 shares 229 $461K 0.03% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 816 shares 816 $458K 0.03% new 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: 2,809 shares; 2024Q4: 2,809 shares; 2025Q1: 2,989 shares; 2025Q2: 2,989 shares; 2025Q3: 2,989 shares; 2025Q4: 2,789 shares 2,789 $458K 0.03% -200 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: 2,490 shares; 2024Q4: 2,488 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares 1,835 $452K 0.03% 0 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: 6,889 shares 6,889 $451K 0.03% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 3,138 shares; 2025Q3: 3,803 shares; 2025Q4: 5,903 shares 5,903 $446K 0.03% +2,100 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 2,117 shares; 2025Q2: 2,179 shares; 2025Q3: 2,183 shares; 2025Q4: 2,187 shares 2,187 $434K 0.03% +4 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: 2,419 shares 2,419 $430K 0.03% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 2,854 shares; 2025Q2: 2,754 shares; 2025Q3: 2,754 shares; 2025Q4: 2,754 shares 2,754 $427K 0.03% 0 Timeline ESTC ELASTIC N V More: the full row for ELASTIC 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: not reported; 2025Q3: not reported; 2025Q4: 5,650 shares 5,650 $426K 0.03% new 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: 4,398 shares; 2024Q4: 4,533 shares; 2025Q1: 4,648 shares; 2025Q2: 4,445 shares; 2025Q3: 4,445 shares; 2025Q4: 3,635 shares 3,635 $426K 0.03% -810 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: 1,635 shares; 2024Q4: 1,635 shares; 2025Q1: 1,635 shares; 2025Q2: 2,064 shares; 2025Q3: 2,038 shares; 2025Q4: 1,928 shares 1,928 $424K 0.03% -110 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 6,474 shares 6,474 $421K 0.03% new 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: 5,671 shares; 2024Q4: 5,220 shares; 2025Q1: 4,800 shares; 2025Q2: 4,750 shares; 2025Q3: 4,260 shares; 2025Q4: 4,161 shares 4,161 $419K 0.03% -99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,823 shares 1,823 $418K 0.03% new 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: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 3,278 shares; 2025Q3: 3,275 shares; 2025Q4: 3,398 shares 3,398 $417K 0.03% +123 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,269 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares 1,210 $415K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,348 shares 18,348 $412K 0.03% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 4,748 shares 4,748 $410K 0.03% new 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: 4,885 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 4,937 shares; 2025Q3: 4,937 shares; 2025Q4: 4,677 shares 4,677 $408K 0.03% -260 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares 2,192 $407K 0.03% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,087 shares 2,087 $406K 0.03% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,824 shares 7,824 $404K 0.03% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 2,522 shares 2,522 $404K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 522 shares 522 $403K 0.03% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,272 shares 2,272 $400K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,689 shares; 2025Q3: 4,576 shares; 2025Q4: 7,419 shares 7,419 $400K 0.03% +2,843 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,087 shares; 2025Q3: 2,998 shares; 2025Q4: 5,041 shares 5,041 $398K 0.03% +2,043 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: 20,021 shares; 2024Q4: 20,711 shares; 2025Q1: 21,767 shares; 2025Q2: 23,384 shares; 2025Q3: 23,419 shares; 2025Q4: 1,133 shares 1,133 $397K 0.03% -22,286 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,067 shares 9,067 $395K 0.03% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR 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: 944 shares 944 $394K 0.03% 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: not reported; 2025Q2: 776 shares; 2025Q3: not reported; 2025Q4: 1,725 shares 1,725 $393K 0.03% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,060 shares; 2025Q1: 5,060 shares; 2025Q2: 5,347 shares; 2025Q3: 5,468 shares; 2025Q4: 10,591 shares 10,591 $392K 0.03% +5,123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,104 shares 5,104 $391K 0.03% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 8,659 shares 8,659 $386K 0.03% new 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: 9,633 shares; 2024Q4: 9,259 shares; 2025Q1: 9,698 shares; 2025Q2: 7,607 shares; 2025Q3: 7,557 shares; 2025Q4: 7,176 shares 7,176 $386K 0.03% -381 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 3,553 shares; 2025Q4: 3,491 shares 3,491 $379K 0.02% -62 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 6,296 shares 6,296 $374K 0.02% new 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: 3,357 shares; 2024Q4: 3,357 shares; 2025Q1: 3,411 shares; 2025Q2: 4,010 shares; 2025Q3: 3,995 shares; 2025Q4: 3,844 shares 3,844 $372K 0.02% -151 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: 2,800 shares; 2024Q4: 2,590 shares; 2025Q1: 2,794 shares; 2025Q2: 3,536 shares; 2025Q3: 3,258 shares; 2025Q4: 3,781 shares 3,781 $370K 0.02% +523 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares 68 $364K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,425 shares; 2025Q3: 1,404 shares; 2025Q4: 1,449 shares 1,449 $359K 0.02% +45 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 4,118 shares 4,118 $359K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,748 shares; 2025Q3: 5,164 shares; 2025Q4: 5,337 shares 5,337 $359K 0.02% +173 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: 1,960 shares; 2024Q4: not reported; 2025Q1: 1,960 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares 2,590 $357K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,212 shares 2,212 $357K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,092 shares 1,092 $353K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares 888 $353K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 868 shares 868 $348K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,923 shares 4,923 $345K 0.02% new Timeline LOAN MANHATTAN BRDG CAP INC More: the full row for MANHATTAN BRDG CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,981 shares; 2024Q4: 142,597 shares; 2025Q1: 120,796 shares; 2025Q2: 122,487 shares; 2025Q3: 114,132 shares; 2025Q4: 343,376 shares 343,376 $343K 0.02% +229,244 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: not reported; 2024Q4: not reported; 2025Q1: 1,738 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 1,692 shares 1,692 $341K 0.02% -60 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,886 shares 3,886 $339K 0.02% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,728 shares 7,728 $339K 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,958 shares 1,958 $337K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,575 shares; 2025Q3: 3,744 shares; 2025Q4: 3,836 shares 3,836 $336K 0.02% +92 Timeline CZWI CITIZENS CMNTY BANCORP INC M More: the full row for CITIZENS CMNTY BANCORP INC M Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,778 shares; 2024Q4: 18,778 shares; 2025Q1: 18,778 shares; 2025Q2: 18,778 shares; 2025Q3: 18,778 shares; 2025Q4: 18,788 shares 18,788 $335K 0.02% +10 Timeline FSBW FS BANCORP INC More: the full row for FS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,390 shares; 2024Q4: 14,390 shares; 2025Q1: 14,390 shares; 2025Q2: 14,390 shares; 2025Q3: 13,570 shares; 2025Q4: 8,100 shares 8,100 $333K 0.02% -5,470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,590 shares 2,590 $331K 0.02% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,090 shares; 2024Q4: 4,090 shares; 2025Q1: 4,090 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 4,090 shares 4,090 $331K 0.02% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares 430 $329K 0.02% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 976 shares 976 $328K 0.02% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,273 shares 1,273 $323K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,513 shares 5,513 $322K 0.02% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,593 shares; 2024Q4: 4,593 shares; 2025Q1: 4,593 shares; 2025Q2: 4,602 shares; 2025Q3: 4,610 shares; 2025Q4: 4,619 shares 4,619 $321K 0.02% +9 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,052 shares 5,052 $318K 0.02% new 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: 2,061 shares 2,061 $318K 0.02% 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: 5,439 shares; 2024Q4: 5,439 shares; 2025Q1: 5,164 shares; 2025Q2: 5,180 shares; 2025Q3: 5,090 shares; 2025Q4: 3,766 shares 3,766 $317K 0.02% -1,324 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,648 shares 3,648 $317K 0.02% new Timeline WING WINGSTOP INC More: the full row for WINGSTOP 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: 1,309 shares 1,309 $312K 0.02% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares; 2025Q4: 508 shares 508 $307K 0.02% -54 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 7,515 shares; 2025Q1: 7,440 shares; 2025Q2: 7,805 shares; 2025Q3: 7,306 shares; 2025Q4: 6,135 shares 6,135 $307K 0.02% -1,171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,196 shares 3,196 $307K 0.02% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,154 shares 2,154 $306K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,391 shares 1,391 $305K 0.02% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,893 shares; 2024Q4: 4,846 shares; 2025Q1: 4,651 shares; 2025Q2: 4,425 shares; 2025Q3: 4,075 shares; 2025Q4: 3,709 shares 3,709 $304K 0.02% -366 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 624 shares 624 $304K 0.02% new Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,687 shares; 2024Q4: 15,687 shares; 2025Q1: 15,706 shares; 2025Q2: 17,993 shares; 2025Q3: 17,455 shares; 2025Q4: 17,651 shares 17,651 $303K 0.02% +196 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,451 shares 4,451 $302K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,194 shares 1,194 $301K 0.02% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,199 shares; 2025Q4: 1,631 shares 1,631 $300K 0.02% +432 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,196 shares 1,196 $300K 0.02% new 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: 3,946 shares; 2024Q4: not reported; 2025Q1: 4,073 shares; 2025Q2: 4,173 shares; 2025Q3: 4,169 shares; 2025Q4: 3,778 shares 3,778 $300K 0.02% -391 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 2,148 shares 2,148 $299K 0.02% +53 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: 2,628 shares; 2024Q4: 2,628 shares; 2025Q1: 2,994 shares; 2025Q2: 2,968 shares; 2025Q3: 3,057 shares; 2025Q4: 2,814 shares 2,814 $297K 0.02% -243 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: 6,304 shares; 2024Q4: 6,184 shares; 2025Q1: 7,052 shares; 2025Q2: 7,258 shares; 2025Q3: 6,256 shares; 2025Q4: 3,694 shares 3,694 $297K 0.02% -2,562 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,153 shares; 2025Q3: 2,114 shares; 2025Q4: 1,981 shares 1,981 $295K 0.02% -133 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,093 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,733 shares 3,733 $294K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 562 shares 562 $287K 0.02% -468 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 8,676 shares 8,676 $287K 0.02% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 468 shares 468 $286K 0.02% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,178 shares; 2025Q4: 5,778 shares 5,778 $286K 0.02% +1,600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,252 shares 1,252 $282K 0.02% new Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,696 shares; 2024Q4: 11,696 shares; 2025Q1: 11,696 shares; 2025Q2: 11,696 shares; 2025Q3: 18,905 shares; 2025Q4: 10,674 shares 10,674 $281K 0.02% -8,231 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,510 shares 2,510 $281K 0.02% new Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 4,296 shares 4,296 $280K 0.02% new Timeline PBE 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: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $279K 0.02% 0 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET 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: 2,166 shares 2,166 $278K 0.02% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL 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: 2,216 shares 2,216 $277K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: 2,373 shares 2,373 $277K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,257 shares; 2025Q3: 5,421 shares; 2025Q4: 5,757 shares 5,757 $275K 0.02% +336 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,096 shares 2,096 $275K 0.02% new 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: 5,870 shares; 2024Q4: 5,870 shares; 2025Q1: 5,870 shares; 2025Q2: 5,870 shares; 2025Q3: 6,195 shares; 2025Q4: 6,195 shares 6,195 $275K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,039 shares; 2025Q2: 4,382 shares; 2025Q3: 4,382 shares; 2025Q4: 4,383 shares 4,383 $274K 0.02% +1 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: 2,339 shares; 2024Q4: not reported; 2025Q1: 2,223 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares; 2025Q4: 3,441 shares 3,441 $272K 0.02% +419 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS 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: not reported; 2025Q3: not reported; 2025Q4: 7,863 shares 7,863 $271K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 298 shares 298 $270K 0.02% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 1,904 shares 1,904 $270K 0.02% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,077 shares; 2025Q2: 3,165 shares; 2025Q3: 3,166 shares; 2025Q4: 6,268 shares 6,268 $268K 0.02% +3,102 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 530 shares; 2025Q2: 551 shares; 2025Q3: 552 shares; 2025Q4: 552 shares 552 $266K 0.02% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 9,654 shares; 2025Q1: 9,654 shares; 2025Q2: 10,799 shares; 2025Q3: 10,803 shares; 2025Q4: 5,928 shares 5,928 $265K 0.02% -4,875 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,040 shares; 2025Q4: 1,031 shares 1,031 $265K 0.02% -9 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares; 2025Q4: 2,082 shares 2,082 $264K 0.02% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS 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: 1,454 shares 1,454 $264K 0.02% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC 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: 1,084 shares 1,084 $261K 0.02% new Timeline MASI MASIMO CORP More: the full row for MASIMO 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: 2,002 shares 2,002 $260K 0.02% new Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,788 shares 4,788 $260K 0.02% +38 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,973 shares; 2025Q3: 1,784 shares; 2025Q4: 1,588 shares 1,588 $259K 0.02% -196 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,909 shares 2,909 $258K 0.02% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN 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: 3,238 shares 3,238 $258K 0.02% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 3,606 shares 3,606 $258K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares 1,450 $257K 0.02% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 4,320 shares 4,320 $254K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,507 shares; 2025Q3: 2,485 shares; 2025Q4: 2,487 shares 2,487 $254K 0.02% +2 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 708 shares 708 $248K 0.02% -117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505 shares 505 $248K 0.02% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 8,449 shares 8,449 $247K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,212 shares 1,212 $247K 0.02% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,802 shares; 2024Q4: 16,802 shares; 2025Q1: 17,156 shares; 2025Q2: 15,782 shares; 2025Q3: 14,449 shares; 2025Q4: 14,289 shares 14,289 $246K 0.02% -160 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,849 shares 1,849 $245K 0.02% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP 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: not reported; 2025Q3: not reported; 2025Q4: 7,582 shares 7,582 $245K 0.02% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,294 shares; 2025Q2: 4,294 shares; 2025Q3: 7,298 shares; 2025Q4: 4,565 shares 4,565 $245K 0.02% -2,733 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 5,700 shares; 2025Q4: 5,686 shares 5,686 $244K 0.02% -14 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227 shares 227 $243K 0.02% new Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 7,795 shares; 2025Q1: 7,995 shares; 2025Q2: 7,995 shares; 2025Q3: 7,820 shares; 2025Q4: 3,898 shares 3,898 $240K 0.02% -3,922 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,059 shares 1,059 $240K 0.02% new Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,772 shares 5,772 $239K 0.02% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,906 shares; 2025Q3: 3,634 shares; 2025Q4: 4,814 shares 4,814 $239K 0.02% +1,180 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,737 shares; 2024Q4: 6,737 shares; 2025Q1: 6,737 shares; 2025Q2: 6,737 shares; 2025Q3: 6,737 shares; 2025Q4: 6,733 shares 6,733 $238K 0.02% -4 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES 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: 1,374 shares 1,374 $238K 0.02% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,810 shares 3,810 $236K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,934 shares 2,934 $233K 0.02% new Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS 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: 2,444 shares 2,444 $233K 0.02% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,137 shares; 2025Q3: 6,043 shares; 2025Q4: 12,100 shares 12,100 $232K 0.02% +6,057 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS 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: 2,154 shares 2,154 $232K 0.02% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 858 shares; 2025Q4: 954 shares 954 $231K 0.02% +96 Timeline IBTH 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: 9,064 shares; 2025Q3: 10,104 shares; 2025Q4: 10,256 shares 10,256 $230K 0.01% +152 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares 340 $230K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,442 shares; 2025Q4: 2,442 shares 2,442 $230K 0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ 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: 7,586 shares 7,586 $229K 0.01% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 3,180 shares; 2025Q3: 3,180 shares; 2025Q4: 2,998 shares 2,998 $229K 0.01% -182 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $228K 0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,976 shares 2,976 $224K 0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,934 shares 1,934 $222K 0.01% new Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,800 shares 5,800 $222K 0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 2,136 shares 2,136 $221K 0.01% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES 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: 6,274 shares 6,274 $221K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,904 shares 3,904 $220K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,124 shares 1,124 $219K 0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 644 shares 644 $219K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 3,105 shares; 2025Q4: 2,969 shares 2,969 $218K 0.01% -136 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED 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: 4,654 shares 4,654 $218K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,089 shares; 2025Q4: 2,089 shares 2,089 $217K 0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO 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: 6,457 shares 6,457 $215K 0.01% new 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: not reported; 2025Q4: 1,082 shares 1,082 $215K 0.01% new 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: 94,785 shares; 2024Q4: 95,925 shares; 2025Q1: 101,055 shares; 2025Q2: 96,644 shares; 2025Q3: 84,361 shares; 2025Q4: 2,692 shares 2,692 $213K 0.01% -81,669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 751 shares 751 $213K 0.01% new Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 5,742 shares 5,742 $212K 0.01% new Timeline ITT ITT INC More: the full row for ITT 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: 1,212 shares 1,212 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares 62 $210K 0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,136 shares 4,136 $210K 0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,801 shares 3,801 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,200 shares 6,200 $208K 0.01% new Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP 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: not reported; 2025Q3: not reported; 2025Q4: 3,338 shares 3,338 $206K 0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 9,026 shares; 2025Q4: 9,126 shares 9,126 $205K 0.01% +100 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,104 shares 1,104 $204K 0.01% new Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,234 shares 1,234 $202K 0.01% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 3,440 shares 3,440 $202K 0.01% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 1,830 shares 1,830 $202K 0.01% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS 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: not reported; 2025Q3: not reported; 2025Q4: 15,030 shares 15,030 $200K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,264 shares 14,264 $187K 0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL 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: not reported; 2025Q3: not reported; 2025Q4: 19,660 shares 19,660 $181K 0.01% new Timeline WSBF WATERSTONE FINL INC MD More: the full row for WATERSTONE FINL INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,045 shares 10,045 $166K 0.01% 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: not reported; 2025Q3: not reported; 2025Q4: 20,172 shares 20,172 $163K 0.01% new Timeline WNEB WESTERN NEW ENG BANCORP INC More: the full row for WESTERN NEW ENG BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,933 shares; 2024Q4: 11,933 shares; 2025Q1: 11,933 shares; 2025Q2: 11,933 shares; 2025Q3: 11,933 shares; 2025Q4: 11,933 shares 11,933 $151K 0.01% 0 Timeline BSBK BOGOTA FINL CORP More: the full row for BOGOTA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 15,350 shares; 2025Q1: 15,350 shares; 2025Q2: 15,350 shares; 2025Q3: 15,350 shares; 2025Q4: 15,350 shares 15,350 $130K 0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,276 shares 20,276 $75.4K <0.01% new Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE 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: 13,222 shares 13,222 $44.2K <0.01% new Timeline