IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252,040 shares; 2024Q4: 1,243,032 shares; 2025Q1: 1,268,112 shares; 2025Q2: 1,288,976 shares; 2025Q3: 1,280,053 shares; 2025Q4: 1,297,149 shares 1,297,149 $484M 7.41% +17,096 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: 91,877 shares; 2024Q4: 540,912 shares; 2025Q1: 572,570 shares; 2025Q2: 631,059 shares; 2025Q3: 593,288 shares; 2025Q4: 592,711 shares 592,711 $372M 5.69% -577 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: 1,873,740 shares; 2024Q4: 1,868,544 shares; 2025Q1: 1,883,557 shares; 2025Q2: 1,882,434 shares; 2025Q3: 1,891,408 shares; 2025Q4: 1,821,087 shares 1,821,087 $219M 3.35% -70,321 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917,789 shares; 2024Q4: 907,577 shares; 2025Q1: 854,302 shares; 2025Q2: 860,490 shares; 2025Q3: 867,536 shares; 2025Q4: 789,065 shares 789,065 $215M 3.28% -78,471 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,314,055 shares; 2024Q4: 2,654,598 shares; 2025Q1: 3,116,442 shares; 2025Q2: 3,768,561 shares; 2025Q3: 3,705,919 shares; 2025Q4: 3,280,850 shares 3,280,850 $176M 2.7% -425,069 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: 419,312 shares; 2024Q4: 423,437 shares; 2025Q1: 411,620 shares; 2025Q2: 404,218 shares; 2025Q3: 396,142 shares; 2025Q4: 357,060 shares 357,060 $173M 2.64% -39,082 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: 1,185,711 shares; 2024Q4: 1,174,111 shares; 2025Q1: 1,056,925 shares; 2025Q2: 1,076,103 shares; 2025Q3: 1,026,643 shares; 2025Q4: 925,357 shares 925,357 $173M 2.64% -101,286 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 8,973 shares; 2025Q3: 861,253 shares; 2025Q4: 1,446,151 shares 1,446,151 $111M 1.7% +584,898 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: 2,026,664 shares; 2024Q4: 2,075,398 shares; 2025Q1: 2,068,072 shares; 2025Q2: 1,705,387 shares; 2025Q3: 1,684,649 shares; 2025Q4: 1,676,690 shares 1,676,690 $111M 1.69% -7,959 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: 486,316 shares; 2024Q4: 489,650 shares; 2025Q1: 449,867 shares; 2025Q2: 449,035 shares; 2025Q3: 479,027 shares; 2025Q4: 432,908 shares 432,908 $99.9M 1.53% -46,119 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: 133,141 shares; 2024Q4: 156,718 shares; 2025Q1: 131,554 shares; 2025Q2: 131,894 shares; 2025Q3: 131,595 shares; 2025Q4: 132,423 shares 132,423 $90.3M 1.38% +828 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: 120,962 shares; 2024Q4: 123,162 shares; 2025Q1: 125,544 shares; 2025Q2: 129,513 shares; 2025Q3: 130,277 shares; 2025Q4: 130,151 shares 130,151 $89.1M 1.36% -126 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: 951,118 shares; 2024Q4: 959,759 shares; 2025Q1: 969,717 shares; 2025Q2: 963,600 shares; 2025Q3: 966,636 shares; 2025Q4: 925,553 shares 925,553 $88.9M 1.36% -41,083 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: 307,334 shares; 2024Q4: 307,216 shares; 2025Q1: 270,310 shares; 2025Q2: 263,820 shares; 2025Q3: 265,920 shares; 2025Q4: 254,283 shares 254,283 $88M 1.35% -11,637 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: 331,830 shares; 2024Q4: 333,488 shares; 2025Q1: 294,840 shares; 2025Q2: 281,943 shares; 2025Q3: 298,141 shares; 2025Q4: 269,452 shares 269,452 $84.6M 1.29% -28,689 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: 121,859 shares; 2024Q4: 121,899 shares; 2025Q1: 125,277 shares; 2025Q2: 125,070 shares; 2025Q3: 129,079 shares; 2025Q4: 129,505 shares 129,505 $79.6M 1.22% +426 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: 317,754 shares; 2024Q4: 315,981 shares; 2025Q1: 289,333 shares; 2025Q2: 272,215 shares; 2025Q3: 275,969 shares; 2025Q4: 253,640 shares 253,640 $79.4M 1.21% -22,329 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: 297,560 shares; 2024Q4: 295,494 shares; 2025Q1: 247,008 shares; 2025Q2: 248,410 shares; 2025Q3: 251,173 shares; 2025Q4: 238,648 shares 238,648 $76.9M 1.18% -12,525 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: 117,440 shares; 2024Q4: 127,392 shares; 2025Q1: 128,006 shares; 2025Q2: 147,397 shares; 2025Q3: 142,972 shares; 2025Q4: 140,202 shares 140,202 $68.4M 1.05% -2,770 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: 1,041,374 shares; 2024Q4: 1,011,582 shares; 2025Q1: 1,041,566 shares; 2025Q2: 1,114,964 shares; 2025Q3: 1,122,335 shares; 2025Q4: 1,083,730 shares 1,083,730 $67.7M 1.04% -38,605 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: 764,885 shares; 2024Q4: 769,250 shares; 2025Q1: 775,128 shares; 2025Q2: 622,197 shares; 2025Q3: 563,654 shares; 2025Q4: 534,678 shares 534,678 $64.3M 0.98% -28,976 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: 604,839 shares; 2024Q4: 595,905 shares; 2025Q1: 601,025 shares; 2025Q2: 548,463 shares; 2025Q3: 547,676 shares; 2025Q4: 532,112 shares 532,112 $59.3M 0.91% -15,564 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: 58,133 shares; 2024Q4: 57,337 shares; 2025Q1: 57,059 shares; 2025Q2: 56,449 shares; 2025Q3: 56,225 shares; 2025Q4: 52,330 shares 52,330 $56.2M 0.86% -3,895 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,761 shares; 2024Q4: 412,309 shares; 2025Q1: 337,198 shares; 2025Q2: 334,015 shares; 2025Q3: 352,147 shares; 2025Q4: 532,779 shares 532,779 $53.2M 0.81% +180,632 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,522 shares; 2024Q4: 681,598 shares; 2025Q1: 681,598 shares; 2025Q2: 681,741 shares; 2025Q3: 681,598 shares; 2025Q4: 681,758 shares 681,758 $52M 0.8% +160 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: 268,606 shares; 2024Q4: 268,505 shares; 2025Q1: 250,179 shares; 2025Q2: 245,431 shares; 2025Q3: 237,009 shares; 2025Q4: 220,743 shares 220,743 $50.4M 0.77% -16,266 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,949 shares; 2024Q4: 1,485,598 shares; 2025Q1: 1,606,063 shares; 2025Q2: 1,713,040 shares; 2025Q3: 1,729,288 shares; 2025Q4: 1,756,113 shares 1,756,113 $48.2M 0.74% +26,825 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: 101,041 shares; 2024Q4: 97,707 shares; 2025Q1: 97,362 shares; 2025Q2: 96,867 shares; 2025Q3: 97,376 shares; 2025Q4: 101,393 shares 101,393 $48M 0.73% +4,017 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: 348,045 shares; 2024Q4: 372,700 shares; 2025Q1: 347,346 shares; 2025Q2: 321,034 shares; 2025Q3: 316,794 shares; 2025Q4: 387,565 shares 387,565 $47.8M 0.73% +70,771 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,674 shares; 2024Q4: 502,265 shares; 2025Q1: 503,060 shares; 2025Q2: 499,198 shares; 2025Q3: 482,994 shares; 2025Q4: 475,753 shares 475,753 $46.1M 0.71% -7,241 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: 93,403 shares; 2024Q4: 92,281 shares; 2025Q1: 81,661 shares; 2025Q2: 77,201 shares; 2025Q3: 80,224 shares; 2025Q4: 67,664 shares 67,664 $44.7M 0.68% -12,560 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: 94,301 shares; 2024Q4: 94,880 shares; 2025Q1: 90,112 shares; 2025Q2: 91,644 shares; 2025Q3: 83,541 shares; 2025Q4: 79,210 shares 79,210 $39.8M 0.61% -4,331 Timeline SPHY 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: 1,262,898 shares; 2024Q4: 1,439,926 shares; 2025Q1: 1,514,425 shares; 2025Q2: 1,523,072 shares; 2025Q3: 1,543,663 shares; 2025Q4: 1,533,068 shares 1,533,068 $36.3M 0.56% -10,595 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,776 shares; 2024Q4: 294,536 shares; 2025Q1: 297,911 shares; 2025Q2: 299,156 shares; 2025Q3: 300,344 shares; 2025Q4: 316,764 shares 316,764 $36.1M 0.55% +16,420 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: 85,361 shares; 2024Q4: 86,501 shares; 2025Q1: 79,859 shares; 2025Q2: 104,765 shares; 2025Q3: 112,607 shares; 2025Q4: 102,302 shares 102,302 $35.9M 0.55% -10,305 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,701 shares; 2024Q4: 323,532 shares; 2025Q1: 321,739 shares; 2025Q2: 317,319 shares; 2025Q3: 313,135 shares; 2025Q4: 268,394 shares 268,394 $35.3M 0.54% -44,741 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: 282,259 shares; 2024Q4: 292,228 shares; 2025Q1: 287,187 shares; 2025Q2: 301,361 shares; 2025Q3: 284,680 shares; 2025Q4: 239,367 shares 239,367 $34.3M 0.52% -45,313 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: 560,770 shares; 2024Q4: 545,755 shares; 2025Q1: 520,503 shares; 2025Q2: 515,633 shares; 2025Q3: 514,405 shares; 2025Q4: 437,027 shares 437,027 $33.7M 0.52% -77,378 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,388 shares; 2025Q1: 120,588 shares; 2025Q2: 564,777 shares; 2025Q3: 558,431 shares; 2025Q4: 553,900 shares 553,900 $32.1M 0.49% -4,531 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: 196,839 shares; 2024Q4: 194,501 shares; 2025Q1: 186,673 shares; 2025Q2: 184,745 shares; 2025Q3: 168,123 shares; 2025Q4: 154,991 shares 154,991 $32.1M 0.49% -13,132 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: 108,717 shares; 2024Q4: 107,646 shares; 2025Q1: 110,043 shares; 2025Q2: 105,507 shares; 2025Q3: 108,266 shares; 2025Q4: 102,727 shares 102,727 $31.4M 0.48% -5,539 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: 187,755 shares; 2024Q4: 176,795 shares; 2025Q1: 174,398 shares; 2025Q2: 175,328 shares; 2025Q3: 203,663 shares; 2025Q4: 205,289 shares 205,289 $31.3M 0.48% +1,626 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: 424,024 shares; 2024Q4: 416,236 shares; 2025Q1: 401,157 shares; 2025Q2: 436,564 shares; 2025Q3: 461,011 shares; 2025Q4: 444,639 shares 444,639 $31.1M 0.48% -16,372 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: 425,900 shares; 2025Q3: 578,260 shares; 2025Q4: 625,365 shares 625,365 $29.3M 0.45% +47,105 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: 119,721 shares; 2024Q4: 130,432 shares; 2025Q1: 123,937 shares; 2025Q2: 100,117 shares; 2025Q3: 97,294 shares; 2025Q4: 135,668 shares 135,668 $28.8M 0.44% +38,374 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: 70,922 shares; 2024Q4: 68,444 shares; 2025Q1: 67,593 shares; 2025Q2: 64,276 shares; 2025Q3: 68,705 shares; 2025Q4: 62,230 shares 62,230 $28M 0.43% -6,475 Timeline JEPI 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: 321,949 shares; 2024Q4: 380,212 shares; 2025Q1: 419,460 shares; 2025Q2: 445,175 shares; 2025Q3: 462,780 shares; 2025Q4: 487,439 shares 487,439 $27.9M 0.43% +24,659 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: 57,304 shares; 2024Q4: 56,786 shares; 2025Q1: 51,659 shares; 2025Q2: 51,483 shares; 2025Q3: 51,592 shares; 2025Q4: 46,433 shares 46,433 $26.5M 0.41% -5,159 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: 395,985 shares; 2024Q4: 347,556 shares; 2025Q1: 374,881 shares; 2025Q2: 366,680 shares; 2025Q3: 362,668 shares; 2025Q4: 354,423 shares 354,423 $26.1M 0.4% -8,245 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: 174,758 shares; 2024Q4: 191,209 shares; 2025Q1: 167,623 shares; 2025Q2: 167,557 shares; 2025Q3: 163,538 shares; 2025Q4: 270,276 shares 270,276 $26M 0.4% +106,738 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: 146,108 shares; 2024Q4: 146,863 shares; 2025Q1: 142,357 shares; 2025Q2: 147,919 shares; 2025Q3: 137,208 shares; 2025Q4: 126,183 shares 126,183 $25.9M 0.4% -11,025 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: 68,584 shares; 2024Q4: 78,805 shares; 2025Q1: 74,666 shares; 2025Q2: 80,453 shares; 2025Q3: 83,739 shares; 2025Q4: 88,127 shares 88,127 $25.6M 0.39% +4,388 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,862 shares; 2024Q4: 133,676 shares; 2025Q1: 163,208 shares; 2025Q2: 173,998 shares; 2025Q3: 176,804 shares; 2025Q4: 184,476 shares 184,476 $25.3M 0.39% +7,672 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: 63,532 shares; 2024Q4: 63,065 shares; 2025Q1: 59,712 shares; 2025Q2: 88,747 shares; 2025Q3: 91,292 shares; 2025Q4: 85,051 shares 85,051 $25.2M 0.39% -6,241 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: 87,254 shares; 2024Q4: 85,974 shares; 2025Q1: 80,913 shares; 2025Q2: 77,983 shares; 2025Q3: 78,618 shares; 2025Q4: 72,824 shares 72,824 $25.1M 0.38% -5,794 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: 302,812 shares; 2024Q4: 295,728 shares; 2025Q1: 306,133 shares; 2025Q2: 315,146 shares; 2025Q3: 312,656 shares; 2025Q4: 295,211 shares 295,211 $24M 0.37% -17,445 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: 20,077 shares; 2024Q4: 19,807 shares; 2025Q1: 32,790 shares; 2025Q2: 27,127 shares; 2025Q3: 29,265 shares; 2025Q4: 36,459 shares 36,459 $23.8M 0.36% +7,194 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,883 shares; 2024Q4: 328,617 shares; 2025Q1: 324,834 shares; 2025Q2: 317,191 shares; 2025Q3: 318,419 shares; 2025Q4: 332,028 shares 332,028 $23.7M 0.36% +13,609 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: 32,948 shares; 2024Q4: 32,722 shares; 2025Q1: 31,508 shares; 2025Q2: 29,921 shares; 2025Q3: 29,937 shares; 2025Q4: 26,593 shares 26,593 $22.9M 0.35% -3,344 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: 70,799 shares; 2024Q4: 70,841 shares; 2025Q1: 67,838 shares; 2025Q2: 76,846 shares; 2025Q3: 75,874 shares; 2025Q4: 69,470 shares 69,470 $22.7M 0.35% -6,404 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: 81,124 shares; 2024Q4: 104,091 shares; 2025Q1: 95,483 shares; 2025Q2: 119,033 shares; 2025Q3: 121,781 shares; 2025Q4: 114,889 shares 114,889 $21.9M 0.34% -6,892 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: 108,663 shares; 2024Q4: 123,554 shares; 2025Q1: 206,109 shares; 2025Q2: 297,723 shares; 2025Q3: 334,534 shares; 2025Q4: 354,065 shares 354,065 $21.3M 0.33% +19,531 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: 359,291 shares; 2024Q4: 377,288 shares; 2025Q1: 309,856 shares; 2025Q2: 309,599 shares; 2025Q3: 307,451 shares; 2025Q4: 243,269 shares 243,269 $20.3M 0.31% -64,182 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: 178,976 shares; 2024Q4: 172,366 shares; 2025Q1: 185,417 shares; 2025Q2: 183,242 shares; 2025Q3: 182,944 shares; 2025Q4: 171,820 shares 171,820 $20.1M 0.31% -11,124 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: 29,822 shares; 2024Q4: 29,363 shares; 2025Q1: 25,909 shares; 2025Q2: 25,477 shares; 2025Q3: 24,040 shares; 2025Q4: 22,479 shares 22,479 $19.8M 0.3% -1,561 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 2,648 shares; 2025Q1: 27,611 shares; 2025Q2: 115,632 shares; 2025Q3: 114,962 shares; 2025Q4: 105,972 shares 105,972 $19.6M 0.3% -8,990 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: 99,294 shares; 2024Q4: 98,521 shares; 2025Q1: 88,998 shares; 2025Q2: 86,292 shares; 2025Q3: 83,263 shares; 2025Q4: 76,262 shares 76,262 $19.6M 0.3% -7,001 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,083 shares; 2024Q4: 57,144 shares; 2025Q1: 56,896 shares; 2025Q2: 56,862 shares; 2025Q3: 56,203 shares; 2025Q4: 92,521 shares 92,521 $19.5M 0.3% +36,318 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: 55,096 shares; 2024Q4: 54,081 shares; 2025Q1: 60,074 shares; 2025Q2: 59,468 shares; 2025Q3: 58,656 shares; 2025Q4: 57,335 shares 57,335 $19.3M 0.3% -1,321 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: 167,934 shares; 2024Q4: 186,436 shares; 2025Q1: 158,281 shares; 2025Q2: 184,317 shares; 2025Q3: 169,129 shares; 2025Q4: 142,573 shares 142,573 $18.9M 0.29% -26,556 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: 150,081 shares; 2024Q4: 147,555 shares; 2025Q1: 145,945 shares; 2025Q2: 116,045 shares; 2025Q3: 111,980 shares; 2025Q4: 105,330 shares 105,330 $18.7M 0.29% -6,650 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: 138,853 shares; 2024Q4: 143,485 shares; 2025Q1: 135,767 shares; 2025Q2: 135,486 shares; 2025Q3: 140,308 shares; 2025Q4: 147,016 shares 147,016 $18.4M 0.28% +6,708 Timeline HEFA 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: 282,885 shares; 2024Q4: 371,151 shares; 2025Q1: 419,722 shares; 2025Q2: 417,307 shares; 2025Q3: 428,583 shares; 2025Q4: 440,088 shares 440,088 $18.2M 0.28% +11,505 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: 92,097 shares; 2024Q4: 90,235 shares; 2025Q1: 84,410 shares; 2025Q2: 85,871 shares; 2025Q3: 86,386 shares; 2025Q4: 78,464 shares 78,464 $18.2M 0.28% -7,922 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: 42,612 shares; 2024Q4: 43,264 shares; 2025Q1: 43,096 shares; 2025Q2: 43,619 shares; 2025Q3: 50,165 shares; 2025Q4: 53,933 shares 53,933 $18.1M 0.28% +3,768 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: 195,496 shares; 2024Q4: 185,625 shares; 2025Q1: 183,461 shares; 2025Q2: 140,124 shares; 2025Q3: 137,048 shares; 2025Q4: 124,838 shares 124,838 $17.9M 0.27% -12,210 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,100 shares; 2024Q4: 26,738 shares; 2025Q1: 25,526 shares; 2025Q2: 37,182 shares; 2025Q3: 42,336 shares; 2025Q4: 69,029 shares 69,029 $17.5M 0.27% +26,693 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: 244,258 shares; 2024Q4: 270,531 shares; 2025Q1: 359,455 shares; 2025Q2: 353,245 shares; 2025Q3: 353,625 shares; 2025Q4: 336,358 shares 336,358 $16.6M 0.25% -17,267 Timeline ICSH 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: 164,521 shares; 2024Q4: 212,371 shares; 2025Q1: 256,615 shares; 2025Q2: 295,935 shares; 2025Q3: 302,174 shares; 2025Q4: 322,036 shares 322,036 $16.3M 0.25% +19,862 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: 38,829 shares; 2024Q4: 39,404 shares; 2025Q1: 37,473 shares; 2025Q2: 37,268 shares; 2025Q3: 35,416 shares; 2025Q4: 27,878 shares 27,878 $16M 0.24% -7,538 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: 300,638 shares; 2024Q4: 299,344 shares; 2025Q1: 294,988 shares; 2025Q2: 296,597 shares; 2025Q3: 279,911 shares; 2025Q4: 287,530 shares 287,530 $15.8M 0.24% +7,619 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: 345,303 shares; 2024Q4: 302,227 shares; 2025Q1: 364,453 shares; 2025Q2: 369,343 shares; 2025Q3: 366,448 shares; 2025Q4: 345,640 shares 345,640 $15.5M 0.24% -20,808 Timeline VGSH 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: 137,963 shares; 2024Q4: 135,962 shares; 2025Q1: 140,589 shares; 2025Q2: 160,323 shares; 2025Q3: 209,786 shares; 2025Q4: 261,568 shares 261,568 $15.4M 0.24% +51,782 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,964 shares; 2024Q4: 124,487 shares; 2025Q1: 124,487 shares; 2025Q2: 124,987 shares; 2025Q3: 122,149 shares; 2025Q4: 128,302 shares 128,302 $15.2M 0.23% +6,153 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,467 shares; 2024Q4: 64,452 shares; 2025Q1: 119,080 shares; 2025Q2: 119,080 shares; 2025Q3: 119,080 shares; 2025Q4: 139,273 shares 139,273 $15M 0.23% +20,193 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: 72,815 shares; 2024Q4: 72,053 shares; 2025Q1: 67,374 shares; 2025Q2: 64,886 shares; 2025Q3: 74,040 shares; 2025Q4: 75,985 shares 75,985 $14.8M 0.23% +1,945 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 25,549 shares; 2025Q1: 35,145 shares; 2025Q2: 111,139 shares; 2025Q3: 112,957 shares; 2025Q4: 132,758 shares 132,758 $14.7M 0.22% +19,801 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: 42,516 shares; 2024Q4: 40,967 shares; 2025Q1: 23,404 shares; 2025Q2: 44,988 shares; 2025Q3: 54,090 shares; 2025Q4: 50,567 shares 50,567 $14.4M 0.22% -3,523 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,744 shares; 2024Q4: 127,885 shares; 2025Q1: 122,570 shares; 2025Q2: 134,574 shares; 2025Q3: 160,865 shares; 2025Q4: 183,695 shares 183,695 $14.3M 0.22% +22,830 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: 118,699 shares; 2024Q4: 108,478 shares; 2025Q1: 129,763 shares; 2025Q2: 126,504 shares; 2025Q3: 127,062 shares; 2025Q4: 123,425 shares 123,425 $14.2M 0.22% -3,637 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: 106,575 shares; 2024Q4: 108,541 shares; 2025Q1: 104,707 shares; 2025Q2: 103,830 shares; 2025Q3: 113,756 shares; 2025Q4: 115,754 shares 115,754 $14.2M 0.22% +1,998 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: 115,416 shares; 2024Q4: 110,911 shares; 2025Q1: 110,340 shares; 2025Q2: 110,033 shares; 2025Q3: 101,457 shares; 2025Q4: 102,079 shares 102,079 $14.2M 0.22% +622 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,347 shares; 2024Q4: 162,176 shares; 2025Q1: 132,616 shares; 2025Q2: 170,959 shares; 2025Q3: 263,877 shares; 2025Q4: 311,018 shares 311,018 $14.2M 0.22% +47,141 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: 57,488 shares; 2024Q4: 58,085 shares; 2025Q1: 53,205 shares; 2025Q2: 51,987 shares; 2025Q3: 49,242 shares; 2025Q4: 56,336 shares 56,336 $13.9M 0.21% +7,094 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: 208,307 shares; 2024Q4: 220,599 shares; 2025Q1: 153,201 shares; 2025Q2: 157,094 shares; 2025Q3: 158,010 shares; 2025Q4: 147,637 shares 147,637 $13.8M 0.21% -10,373 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: 23,728 shares; 2024Q4: 22,485 shares; 2025Q1: 34,856 shares; 2025Q2: 34,856 shares; 2025Q3: 34,098 shares; 2025Q4: 34,098 shares 34,098 $13.5M 0.21% 0 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: 301,098 shares; 2024Q4: 342,550 shares; 2025Q1: 212,667 shares; 2025Q2: 193,475 shares; 2025Q3: 155,570 shares; 2025Q4: 127,249 shares 127,249 $13.4M 0.2% -28,321 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: 33,776 shares; 2024Q4: 32,655 shares; 2025Q1: 32,189 shares; 2025Q2: 41,394 shares; 2025Q3: 54,653 shares; 2025Q4: 49,981 shares 49,981 $13.2M 0.2% -4,672 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: 66 shares; 2024Q4: 55 shares; 2025Q1: 170,944 shares; 2025Q2: 230,545 shares; 2025Q3: 232,090 shares; 2025Q4: 225,702 shares 225,702 $13.2M 0.2% -6,388 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,157 shares; 2024Q4: 207,563 shares; 2025Q1: 204,542 shares; 2025Q2: 164,853 shares; 2025Q3: 125,322 shares; 2025Q4: 116,202 shares 116,202 $13.1M 0.2% -9,120 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: 14,802 shares; 2024Q4: 15,143 shares; 2025Q1: 16,248 shares; 2025Q2: 16,045 shares; 2025Q3: 17,085 shares; 2025Q4: 139,253 shares 139,253 $13.1M 0.2% +122,168 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,473 shares; 2024Q4: 63,252 shares; 2025Q1: 63,156 shares; 2025Q2: 68,535 shares; 2025Q3: 63,681 shares; 2025Q4: 73,003 shares 73,003 $12.9M 0.2% +9,322 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,226 shares; 2024Q4: 37,274 shares; 2025Q1: 43,397 shares; 2025Q2: 68,661 shares; 2025Q3: 69,197 shares; 2025Q4: 61,917 shares 61,917 $12.9M 0.2% -7,280 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,038 shares; 2024Q4: 74,015 shares; 2025Q1: 64,585 shares; 2025Q2: 62,250 shares; 2025Q3: 59,301 shares; 2025Q4: 90,709 shares 90,709 $12.8M 0.2% +31,408 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 36,649 shares; 2025Q2: 42,116 shares; 2025Q3: 40,648 shares; 2025Q4: 37,531 shares 37,531 $12.8M 0.2% -3,117 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: 15,743 shares; 2025Q1: 15,205 shares; 2025Q2: 12,709 shares; 2025Q3: 12,566 shares; 2025Q4: 11,927 shares 11,927 $12.8M 0.2% -639 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: 101,565 shares; 2024Q4: 103,029 shares; 2025Q1: 115,659 shares; 2025Q2: 181,501 shares; 2025Q3: 264,580 shares; 2025Q4: 236,607 shares 236,607 $12.8M 0.2% -27,973 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,486 shares; 2024Q4: 98,870 shares; 2025Q1: 94,388 shares; 2025Q2: 94,444 shares; 2025Q3: 92,040 shares; 2025Q4: 90,449 shares 90,449 $12.8M 0.2% -1,591 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,137 shares; 2024Q4: 234,042 shares; 2025Q1: 375,807 shares; 2025Q2: 364,410 shares; 2025Q3: 369,736 shares; 2025Q4: 346,854 shares 346,854 $12.8M 0.2% -22,882 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: 66,554 shares; 2024Q4: 66,172 shares; 2025Q1: 62,485 shares; 2025Q2: 55,771 shares; 2025Q3: 53,351 shares; 2025Q4: 25,610 shares 25,610 $12.4M 0.19% -27,741 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,801 shares; 2024Q4: 18,473 shares; 2025Q1: 18,038 shares; 2025Q2: 17,623 shares; 2025Q3: 17,070 shares; 2025Q4: 16,394 shares 16,394 $12.4M 0.19% -676 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: 63,949 shares; 2024Q4: 63,452 shares; 2025Q1: 60,902 shares; 2025Q2: 80,968 shares; 2025Q3: 88,296 shares; 2025Q4: 78,783 shares 78,783 $12.1M 0.19% -9,513 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: 64,965 shares; 2024Q4: 59,205 shares; 2025Q1: 59,795 shares; 2025Q2: 47,880 shares; 2025Q3: 43,798 shares; 2025Q4: 36,432 shares 36,432 $12M 0.18% -7,366 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,027 shares; 2024Q4: 25,438 shares; 2025Q1: 26,523 shares; 2025Q2: 31,237 shares; 2025Q3: 38,442 shares; 2025Q4: 42,582 shares 42,582 $11.9M 0.18% +4,140 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: 200,754 shares; 2024Q4: 193,402 shares; 2025Q1: 176,016 shares; 2025Q2: 169,078 shares; 2025Q3: 160,662 shares; 2025Q4: 102,464 shares 102,464 $11.7M 0.18% -58,198 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,738 shares; 2024Q4: 839,738 shares; 2025Q1: 850,163 shares; 2025Q2: 686,163 shares; 2025Q3: 686,163 shares; 2025Q4: 701,794 shares 701,794 $11.6M 0.18% +15,631 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: 190,147 shares; 2024Q4: 187,580 shares; 2025Q1: 137,164 shares; 2025Q2: 137,427 shares; 2025Q3: 135,744 shares; 2025Q4: 119,867 shares 119,867 $11.2M 0.17% -15,877 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: 30,815 shares; 2024Q4: 40,094 shares; 2025Q1: 63,875 shares; 2025Q2: 33,806 shares; 2025Q3: 47,605 shares; 2025Q4: 62,703 shares 62,703 $11.1M 0.17% +15,098 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,267 shares; 2024Q4: 92,181 shares; 2025Q1: 90,956 shares; 2025Q2: 90,872 shares; 2025Q3: 90,972 shares; 2025Q4: 100,744 shares 100,744 $11.1M 0.17% +9,772 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: 65,137 shares; 2024Q4: 62,756 shares; 2025Q1: 56,607 shares; 2025Q2: 55,813 shares; 2025Q3: 59,127 shares; 2025Q4: 57,383 shares 57,383 $10.5M 0.16% -1,744 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: 75,298 shares; 2024Q4: 69,075 shares; 2025Q1: 66,363 shares; 2025Q2: 67,267 shares; 2025Q3: 64,466 shares; 2025Q4: 60,644 shares 60,644 $10.4M 0.16% -3,822 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,084 shares; 2024Q4: 25,842 shares; 2025Q1: 23,855 shares; 2025Q2: 22,013 shares; 2025Q3: 22,385 shares; 2025Q4: 19,822 shares 19,822 $10.4M 0.16% -2,563 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,829 shares; 2024Q4: 78,376 shares; 2025Q1: 154,055 shares; 2025Q2: 152,325 shares; 2025Q3: 153,031 shares; 2025Q4: 146,414 shares 146,414 $10.2M 0.16% -6,617 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: 32,087 shares; 2024Q4: 29,404 shares; 2025Q1: 28,648 shares; 2025Q2: 26,410 shares; 2025Q3: 23,570 shares; 2025Q4: 17,437 shares 17,437 $10.1M 0.15% -6,133 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: 48,180 shares; 2024Q4: 47,656 shares; 2025Q1: 59,874 shares; 2025Q2: 63,510 shares; 2025Q3: 62,852 shares; 2025Q4: 51,586 shares 51,586 $10.1M 0.15% -11,266 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: 200,503 shares; 2024Q4: 198,745 shares; 2025Q1: 193,831 shares; 2025Q2: 205,952 shares; 2025Q3: 201,827 shares; 2025Q4: 186,885 shares 186,885 $9.97M 0.15% -14,942 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: 77,077 shares; 2025Q1: 54,278 shares; 2025Q2: 83,752 shares; 2025Q3: 106,091 shares; 2025Q4: 73,103 shares 73,103 $9.58M 0.15% -32,988 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: 17,120 shares; 2024Q4: 15,757 shares; 2025Q1: 13,962 shares; 2025Q2: 14,037 shares; 2025Q3: 14,713 shares; 2025Q4: 62,512 shares 62,512 $9.58M 0.15% +47,799 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: 36,502 shares; 2024Q4: 36,565 shares; 2025Q1: 41,439 shares; 2025Q2: 73,068 shares; 2025Q3: 75,478 shares; 2025Q4: 73,366 shares 73,366 $9.47M 0.14% -2,112 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,438 shares; 2024Q4: 17,029 shares; 2025Q1: 13,955 shares; 2025Q2: 13,693 shares; 2025Q3: 17,529 shares; 2025Q4: 14,213 shares 14,213 $9.41M 0.14% -3,316 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,604 shares; 2024Q4: 154,204 shares; 2025Q1: 145,184 shares; 2025Q2: 141,981 shares; 2025Q3: 141,937 shares; 2025Q4: 121,228 shares 121,228 $9.36M 0.14% -20,709 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: 25,039 shares; 2024Q4: 25,179 shares; 2025Q1: 25,444 shares; 2025Q2: 26,219 shares; 2025Q3: 26,879 shares; 2025Q4: 25,221 shares 25,221 $9.33M 0.14% -1,658 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: 58,684 shares; 2024Q4: 98,444 shares; 2025Q1: 202,586 shares; 2025Q2: 104,597 shares; 2025Q3: 209,672 shares; 2025Q4: 338,504 shares 338,504 $9.31M 0.14% +128,832 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: 348,635 shares; 2024Q4: 313,714 shares; 2025Q1: 277,498 shares; 2025Q2: 274,106 shares; 2025Q3: 263,707 shares; 2025Q4: 227,946 shares 227,946 $9.28M 0.14% -35,761 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: 26,972 shares; 2024Q4: 27,865 shares; 2025Q1: 29,947 shares; 2025Q2: 36,045 shares; 2025Q3: 38,183 shares; 2025Q4: 35,504 shares 35,504 $9.16M 0.14% -2,679 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: 6,889 shares; 2024Q4: 7,803 shares; 2025Q1: 7,318 shares; 2025Q2: 7,316 shares; 2025Q3: 8,534 shares; 2025Q4: 7,451 shares 7,451 $9.05M 0.14% -1,083 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 63,473 shares; 2025Q2: 212,282 shares; 2025Q3: 220,443 shares; 2025Q4: 185,196 shares 185,196 $8.99M 0.14% -35,247 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: 39,369 shares; 2024Q4: 33,484 shares; 2025Q1: 28,682 shares; 2025Q2: 48,246 shares; 2025Q3: 55,792 shares; 2025Q4: 55,292 shares 55,292 $8.99M 0.14% -500 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,654 shares; 2024Q4: 79,738 shares; 2025Q1: 100,193 shares; 2025Q2: 94,465 shares; 2025Q3: 94,447 shares; 2025Q4: 83,684 shares 83,684 $8.96M 0.14% -10,763 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: 38,074 shares; 2024Q4: 37,152 shares; 2025Q1: 35,211 shares; 2025Q2: 34,631 shares; 2025Q3: 28,647 shares; 2025Q4: 24,777 shares 24,777 $8.71M 0.13% -3,870 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,315 shares; 2024Q4: 73,194 shares; 2025Q1: 71,841 shares; 2025Q2: 66,946 shares; 2025Q3: 62,764 shares; 2025Q4: 63,872 shares 63,872 $8.63M 0.13% +1,108 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: 10,145 shares; 2024Q4: 8,705 shares; 2025Q1: 9,191 shares; 2025Q2: 6,150 shares; 2025Q3: 12,630 shares; 2025Q4: 9,288 shares 9,288 $8.42M 0.13% -3,342 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: 25,466 shares; 2024Q4: 22,081 shares; 2025Q1: 17,150 shares; 2025Q2: 23,203 shares; 2025Q3: 18,049 shares; 2025Q4: 14,810 shares 14,810 $8.39M 0.13% -3,239 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,593 shares; 2024Q4: 32,756 shares; 2025Q1: 126,419 shares; 2025Q2: 126,480 shares; 2025Q3: 124,556 shares; 2025Q4: 189,095 shares 189,095 $8.38M 0.13% +64,539 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,487 shares; 2024Q4: 88,013 shares; 2025Q1: 89,412 shares; 2025Q2: 87,268 shares; 2025Q3: 89,430 shares; 2025Q4: 73,659 shares 73,659 $8.38M 0.13% -15,771 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: 51,454 shares; 2024Q4: 44,294 shares; 2025Q1: 18,220 shares; 2025Q2: 42,695 shares; 2025Q3: 36,308 shares; 2025Q4: 34,536 shares 34,536 $8.37M 0.13% -1,772 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,052 shares; 2024Q4: 104,928 shares; 2025Q1: 102,216 shares; 2025Q2: 101,994 shares; 2025Q3: 100,169 shares; 2025Q4: 93,062 shares 93,062 $8.24M 0.13% -7,107 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: 100,775 shares; 2024Q4: 108,276 shares; 2025Q1: 109,766 shares; 2025Q2: 107,816 shares; 2025Q3: 103,605 shares; 2025Q4: 99,309 shares 99,309 $7.97M 0.12% -4,296 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: 34,988 shares; 2024Q4: 64,776 shares; 2025Q1: 49,865 shares; 2025Q2: 51,609 shares; 2025Q3: 45,634 shares; 2025Q4: 40,936 shares 40,936 $7.54M 0.12% -4,698 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,821 shares; 2024Q4: 48,049 shares; 2025Q1: 43,941 shares; 2025Q2: 36,313 shares; 2025Q3: 37,714 shares; 2025Q4: 23,954 shares 23,954 $7.49M 0.11% -13,760 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,660 shares; 2025Q1: 51,289 shares; 2025Q2: 50,570 shares; 2025Q3: 51,148 shares; 2025Q4: 43,661 shares 43,661 $7.47M 0.11% -7,487 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,716 shares; 2024Q4: 40,088 shares; 2025Q1: 39,854 shares; 2025Q2: 39,008 shares; 2025Q3: 38,842 shares; 2025Q4: 36,111 shares 36,111 $7.45M 0.11% -2,731 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: 165,304 shares; 2024Q4: 146,081 shares; 2025Q1: 139,153 shares; 2025Q2: 101,278 shares; 2025Q3: 109,941 shares; 2025Q4: 138,368 shares 138,368 $7.42M 0.11% +28,427 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,310 shares; 2024Q4: 33,039 shares; 2025Q1: 28,824 shares; 2025Q2: 27,771 shares; 2025Q3: 26,903 shares; 2025Q4: 51,466 shares 51,466 $7.41M 0.11% +24,563 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,036 shares; 2024Q4: 4,152 shares; 2025Q1: 19,110 shares; 2025Q2: 24,996 shares; 2025Q3: 24,199 shares; 2025Q4: 24,184 shares 24,184 $7.41M 0.11% -15 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: 47,420 shares; 2024Q4: 46,811 shares; 2025Q1: 45,324 shares; 2025Q2: 45,749 shares; 2025Q3: 45,897 shares; 2025Q4: 72,140 shares 72,140 $7.2M 0.11% +26,243 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,108 shares; 2024Q4: 59,135 shares; 2025Q1: 58,131 shares; 2025Q2: 57,967 shares; 2025Q3: 55,130 shares; 2025Q4: 51,897 shares 51,897 $7.15M 0.11% -3,233 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: 19,943 shares; 2024Q4: 20,275 shares; 2025Q1: 14,464 shares; 2025Q2: 13,631 shares; 2025Q3: 13,599 shares; 2025Q4: 28,927 shares 28,927 $7.03M 0.11% +15,328 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: 35,527 shares; 2024Q4: 36,765 shares; 2025Q1: 35,815 shares; 2025Q2: 37,394 shares; 2025Q3: 44,628 shares; 2025Q4: 39,152 shares 39,152 $6.79M 0.1% -5,476 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: 105,040 shares; 2024Q4: 103,880 shares; 2025Q1: 99,546 shares; 2025Q2: 98,900 shares; 2025Q3: 100,164 shares; 2025Q4: 85,631 shares 85,631 $6.77M 0.1% -14,533 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: 45,205 shares; 2024Q4: 46,329 shares; 2025Q1: 45,069 shares; 2025Q2: 39,130 shares; 2025Q3: 32,439 shares; 2025Q4: 29,430 shares 29,430 $6.74M 0.1% -3,009 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,734 shares; 2024Q4: 81,429 shares; 2025Q1: 43,379 shares; 2025Q2: 28,060 shares; 2025Q3: 30,052 shares; 2025Q4: 31,383 shares 31,383 $6.72M 0.1% +1,331 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,426 shares; 2024Q4: 76,651 shares; 2025Q1: 71,499 shares; 2025Q2: 68,927 shares; 2025Q3: 62,467 shares; 2025Q4: 57,682 shares 57,682 $6.7M 0.1% -4,785 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,076 shares; 2024Q4: 113,045 shares; 2025Q1: 101,801 shares; 2025Q2: 103,387 shares; 2025Q3: 31,274 shares; 2025Q4: 136,555 shares 136,555 $6.6M 0.1% +105,281 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,802 shares; 2024Q4: 9,592 shares; 2025Q1: 8,690 shares; 2025Q2: 8,785 shares; 2025Q3: 8,905 shares; 2025Q4: 8,150 shares 8,150 $6.6M 0.1% -755 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,559 shares; 2024Q4: 42,467 shares; 2025Q1: 40,177 shares; 2025Q2: 40,800 shares; 2025Q3: 40,591 shares; 2025Q4: 34,655 shares 34,655 $6.52M 0.1% -5,936 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: 24,910 shares; 2024Q4: 25,765 shares; 2025Q1: 20,649 shares; 2025Q2: 21,060 shares; 2025Q3: 22,721 shares; 2025Q4: 33,573 shares 33,573 $6.43M 0.1% +10,852 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,930 shares; 2025Q1: 75 shares; 2025Q2: 184,528 shares; 2025Q3: 236,412 shares; 2025Q4: 219,768 shares 219,768 $6.42M 0.1% -16,644 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,910 shares; 2024Q4: 134,310 shares; 2025Q1: 121,722 shares; 2025Q2: 121,670 shares; 2025Q3: 101,513 shares; 2025Q4: 95,280 shares 95,280 $6.39M 0.1% -6,233 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: 2,611 shares; 2024Q4: 2,509 shares; 2025Q1: 2,190 shares; 2025Q2: 8,408 shares; 2025Q3: 8,764 shares; 2025Q4: 33,310 shares 33,310 $6.18M 0.09% +24,546 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,190 shares; 2024Q4: 58,399 shares; 2025Q1: 58,208 shares; 2025Q2: 59,850 shares; 2025Q3: 81,957 shares; 2025Q4: 81,634 shares 81,634 $6.16M 0.09% -323 Timeline VONV 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: 14,145 shares; 2024Q4: 23,239 shares; 2025Q1: 43,964 shares; 2025Q2: 42,853 shares; 2025Q3: 63,815 shares; 2025Q4: 66,567 shares 66,567 $6.14M 0.09% +2,752 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: 292,367 shares; 2024Q4: 308,430 shares; 2025Q1: 297,428 shares; 2025Q2: 296,602 shares; 2025Q3: 296,702 shares; 2025Q4: 247,249 shares 247,249 $6.14M 0.09% -49,453 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,319 shares; 2024Q4: 24,025 shares; 2025Q1: 23,814 shares; 2025Q2: 23,565 shares; 2025Q3: 23,695 shares; 2025Q4: 18,996 shares 18,996 $6.14M 0.09% -4,699 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: 36,396 shares; 2024Q4: 36,087 shares; 2025Q1: 33,507 shares; 2025Q2: 20,356 shares; 2025Q3: 21,375 shares; 2025Q4: 21,228 shares 21,228 $6.13M 0.09% -147 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,348 shares; 2024Q4: 115,017 shares; 2025Q1: 112,587 shares; 2025Q2: 113,584 shares; 2025Q3: 110,765 shares; 2025Q4: 111,561 shares 111,561 $6.1M 0.09% +796 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,854 shares; 2024Q4: 56,572 shares; 2025Q1: 59,133 shares; 2025Q2: 59,095 shares; 2025Q3: 58,699 shares; 2025Q4: 53,244 shares 53,244 $5.87M 0.09% -5,455 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: 7,543 shares; 2024Q4: 9,223 shares; 2025Q1: 10,725 shares; 2025Q2: 9,006 shares; 2025Q3: 9,376 shares; 2025Q4: 8,695 shares 8,695 $5.86M 0.09% -681 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: 29,452 shares; 2024Q4: 30,575 shares; 2025Q1: 27,633 shares; 2025Q2: 26,147 shares; 2025Q3: 26,687 shares; 2025Q4: 24,285 shares 24,285 $5.86M 0.09% -2,402 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,488 shares; 2024Q4: 190,552 shares; 2025Q1: 152,171 shares; 2025Q2: 151,476 shares; 2025Q3: 153,287 shares; 2025Q4: 140,206 shares 140,206 $5.86M 0.09% -13,081 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,913 shares; 2024Q4: 40,294 shares; 2025Q1: 44,746 shares; 2025Q2: 43,162 shares; 2025Q3: 43,794 shares; 2025Q4: 41,195 shares 41,195 $5.82M 0.09% -2,599 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,238 shares; 2024Q4: 27,547 shares; 2025Q1: 27,262 shares; 2025Q2: 27,066 shares; 2025Q3: 24,407 shares; 2025Q4: 21,289 shares 21,289 $5.81M 0.09% -3,118 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,270 shares; 2024Q4: 48,875 shares; 2025Q1: 75,949 shares; 2025Q2: 111,759 shares; 2025Q3: 108,790 shares; 2025Q4: 96,284 shares 96,284 $5.78M 0.09% -12,506 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: 34,488 shares; 2024Q4: 26,648 shares; 2025Q1: 18,062 shares; 2025Q2: 18,705 shares; 2025Q3: 19,860 shares; 2025Q4: 16,155 shares 16,155 $5.65M 0.09% -3,705 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,271 shares; 2024Q4: 22,945 shares; 2025Q1: 22,238 shares; 2025Q2: 21,696 shares; 2025Q3: 22,394 shares; 2025Q4: 21,171 shares 21,171 $5.56M 0.09% -1,223 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: 37,923 shares; 2024Q4: 37,681 shares; 2025Q1: 37,334 shares; 2025Q2: 36,996 shares; 2025Q3: 39,384 shares; 2025Q4: 34,633 shares 34,633 $5.56M 0.09% -4,751 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,484 shares; 2024Q4: 18,949 shares; 2025Q1: 26,840 shares; 2025Q2: 49,752 shares; 2025Q3: 59,628 shares; 2025Q4: 55,012 shares 55,012 $5.5M 0.08% -4,616 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: 114,721 shares; 2024Q4: 108,441 shares; 2025Q1: 101,627 shares; 2025Q2: 99,749 shares; 2025Q3: 99,949 shares; 2025Q4: 107,883 shares 107,883 $5.5M 0.08% +7,934 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: 31,207 shares; 2024Q4: 37,881 shares; 2025Q1: 34,547 shares; 2025Q2: 35,019 shares; 2025Q3: 40,316 shares; 2025Q4: 33,930 shares 33,930 $5.5M 0.08% -6,386 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: 46,039 shares; 2024Q4: 45,329 shares; 2025Q1: 33,924 shares; 2025Q2: 30,151 shares; 2025Q3: 27,785 shares; 2025Q4: 26,119 shares 26,119 $5.3M 0.08% -1,666 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 2,953 shares; 2025Q2: 2,953 shares; 2025Q3: 2,953 shares; 2025Q4: 393,456 shares 393,456 $5.21M 0.08% +390,503 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: 7,972 shares; 2024Q4: 7,629 shares; 2025Q1: 7,474 shares; 2025Q2: 19,850 shares; 2025Q3: 19,428 shares; 2025Q4: 18,009 shares 18,009 $5.2M 0.08% -1,419 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 25,000 shares 25,000 $5.2M 0.08% +10,000 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,557 shares; 2024Q4: 46,188 shares; 2025Q1: 43,434 shares; 2025Q2: 42,318 shares; 2025Q3: 37,326 shares; 2025Q4: 32,347 shares 32,347 $5.19M 0.08% -4,979 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,453 shares; 2024Q4: 26,921 shares; 2025Q1: 25,044 shares; 2025Q2: 24,604 shares; 2025Q3: 24,341 shares; 2025Q4: 27,992 shares 27,992 $5.07M 0.08% +3,651 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,950 shares; 2024Q4: 81,848 shares; 2025Q1: 55,746 shares; 2025Q2: 50,082 shares; 2025Q3: 62,713 shares; 2025Q4: 61,175 shares 61,175 $5M 0.08% -1,538 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 4,114 shares; 2025Q1: 1,697 shares; 2025Q2: 2,180 shares; 2025Q3: 1,431 shares; 2025Q4: 8,990 shares 8,990 $4.97M 0.08% +7,559 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: 265,409 shares; 2024Q4: 175,382 shares; 2025Q1: 5,382 shares; 2025Q2: 341,182 shares; 2025Q3: 379,807 shares; 2025Q4: 353,993 shares 353,993 $4.97M 0.08% -25,814 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,213 shares; 2024Q4: 13,834 shares; 2025Q1: 14,092 shares; 2025Q2: 15,892 shares; 2025Q3: 14,846 shares; 2025Q4: 12,942 shares 12,942 $4.96M 0.08% -1,904 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: 12,773 shares; 2024Q4: 12,669 shares; 2025Q1: 11,258 shares; 2025Q2: 11,357 shares; 2025Q3: 10,741 shares; 2025Q4: 10,000 shares 10,000 $4.9M 0.08% -741 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,747 shares; 2024Q4: 1,393 shares; 2025Q1: 13,999 shares; 2025Q2: 28,098 shares; 2025Q3: 30,029 shares; 2025Q4: 30,064 shares 30,064 $4.89M 0.07% +35 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: 1,361 shares; 2024Q4: 1,200 shares; 2025Q1: 1,006 shares; 2025Q2: 1,026 shares; 2025Q3: 1,044 shares; 2025Q4: 908 shares 908 $4.86M 0.07% -136 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,606 shares; 2024Q4: 9,371 shares; 2025Q1: 9,351 shares; 2025Q2: 9,003 shares; 2025Q3: 8,993 shares; 2025Q4: 7,980 shares 7,980 $4.81M 0.07% -1,013 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 4,366 shares; 2025Q1: 4,565 shares; 2025Q2: 5,607 shares; 2025Q3: 5,786 shares; 2025Q4: 13,409 shares 13,409 $4.74M 0.07% +7,623 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: 38,078 shares; 2024Q4: 37,773 shares; 2025Q1: 37,717 shares; 2025Q2: 37,542 shares; 2025Q3: 35,872 shares; 2025Q4: 29,570 shares 29,570 $4.73M 0.07% -6,302 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,263 shares; 2024Q4: 64,417 shares; 2025Q1: 64,093 shares; 2025Q2: 60,652 shares; 2025Q3: 55,969 shares; 2025Q4: 48,539 shares 48,539 $4.71M 0.07% -7,430 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,375 shares; 2024Q4: 44,170 shares; 2025Q1: 45,729 shares; 2025Q2: 55,999 shares; 2025Q3: 57,588 shares; 2025Q4: 62,373 shares 62,373 $4.62M 0.07% +4,785 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,488 shares; 2024Q4: 282,582 shares; 2025Q1: 421,611 shares; 2025Q2: 696,613 shares; 2025Q3: 685,983 shares; 2025Q4: 369,805 shares 369,805 $4.6M 0.07% -316,178 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: 18,359 shares; 2025Q1: 17,371 shares; 2025Q2: 21,007 shares; 2025Q3: 20,862 shares; 2025Q4: 16,636 shares 16,636 $4.58M 0.07% -4,226 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,587 shares; 2024Q4: 37,638 shares; 2025Q1: 43,917 shares; 2025Q2: 30,574 shares; 2025Q3: 44,235 shares; 2025Q4: 28,148 shares 28,148 $4.56M 0.07% -16,087 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: 9,002 shares; 2024Q4: 9,000 shares; 2025Q1: 12,799 shares; 2025Q2: 9,344 shares; 2025Q3: 9,401 shares; 2025Q4: 8,256 shares 8,256 $4.55M 0.07% -1,145 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,098 shares; 2024Q4: 7,155 shares; 2025Q1: 7,086 shares; 2025Q2: 6,761 shares; 2025Q3: 16,858 shares; 2025Q4: 15,526 shares 15,526 $4.5M 0.07% -1,332 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 464 shares; 2025Q1: 484 shares; 2025Q2: 5,308 shares; 2025Q3: 5,334 shares; 2025Q4: 21,802 shares 21,802 $4.47M 0.07% +16,468 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: 24,418 shares; 2024Q4: 23,269 shares; 2025Q1: 22,380 shares; 2025Q2: 22,515 shares; 2025Q3: 19,590 shares; 2025Q4: 17,237 shares 17,237 $4.43M 0.07% -2,353 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: 10,180 shares; 2024Q4: 10,802 shares; 2025Q1: 10,025 shares; 2025Q2: 13,068 shares; 2025Q3: 15,243 shares; 2025Q4: 14,245 shares 14,245 $4.39M 0.07% -998 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 9,311 shares; 2025Q1: 13,919 shares; 2025Q2: 13,693 shares; 2025Q3: 13,230 shares; 2025Q4: 12,159 shares 12,159 $4.38M 0.07% -1,071 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: 24,958 shares; 2024Q4: 24,821 shares; 2025Q1: 22,249 shares; 2025Q2: 23,867 shares; 2025Q3: 24,014 shares; 2025Q4: 19,123 shares 19,123 $4.35M 0.07% -4,891 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 20,030 shares 20,030 $4.35M 0.07% new 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: 22,915 shares; 2024Q4: 19,838 shares; 2025Q1: 15,991 shares; 2025Q2: 13,757 shares; 2025Q3: 12,415 shares; 2025Q4: 9,266 shares 9,266 $4.34M 0.07% -3,149 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: 58,599 shares; 2024Q4: 64,623 shares; 2025Q1: 57,289 shares; 2025Q2: 47,143 shares; 2025Q3: 49,489 shares; 2025Q4: 33,705 shares 33,705 $4.24M 0.06% -15,784 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: 20,818 shares; 2024Q4: 22,908 shares; 2025Q1: 35,313 shares; 2025Q2: 34,523 shares; 2025Q3: 29,296 shares; 2025Q4: 26,111 shares 26,111 $4.21M 0.06% -3,185 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,465 shares; 2024Q4: 21,510 shares; 2025Q1: 24,125 shares; 2025Q2: 19,620 shares; 2025Q3: 18,193 shares; 2025Q4: 20,661 shares 20,661 $4.2M 0.06% +2,468 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,560 shares; 2024Q4: 33,119 shares; 2025Q1: 25,674 shares; 2025Q2: 25,578 shares; 2025Q3: 25,278 shares; 2025Q4: 23,346 shares 23,346 $4.17M 0.06% -1,932 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: 9,166 shares; 2024Q4: 5,279 shares; 2025Q1: 8,944 shares; 2025Q2: 7,736 shares; 2025Q3: 7,168 shares; 2025Q4: 7,301 shares 7,301 $4.15M 0.06% +133 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,162 shares; 2024Q4: 6,353 shares; 2025Q1: 64,349 shares; 2025Q2: 133,953 shares; 2025Q3: 119,369 shares; 2025Q4: 103,201 shares 103,201 $4.14M 0.06% -16,168 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,868 shares; 2024Q4: 38,861 shares; 2025Q1: 42,731 shares; 2025Q2: 42,324 shares; 2025Q3: 41,647 shares; 2025Q4: 38,925 shares 38,925 $4.13M 0.06% -2,722 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,706 shares; 2025Q1: 14,072 shares; 2025Q2: 110,155 shares; 2025Q3: 163,896 shares; 2025Q4: 147,390 shares 147,390 $4.1M 0.06% -16,506 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 241 shares; 2025Q1: 114,424 shares; 2025Q2: 78,149 shares; 2025Q3: 80,608 shares; 2025Q4: 74,430 shares 74,430 $4.03M 0.06% -6,178 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 100,268 shares; 2025Q2: 197,725 shares; 2025Q3: 196,822 shares; 2025Q4: 144,061 shares 144,061 $3.92M 0.06% -52,761 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 50,547 shares; 2025Q2: 53,634 shares; 2025Q3: 53,235 shares; 2025Q4: 38,092 shares 38,092 $3.84M 0.06% -15,143 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: 22,490 shares; 2024Q4: 22,375 shares; 2025Q1: 22,174 shares; 2025Q2: 28,942 shares; 2025Q3: 29,401 shares; 2025Q4: 24,883 shares 24,883 $3.84M 0.06% -4,518 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,247 shares; 2024Q4: 67,585 shares; 2025Q1: 68,467 shares; 2025Q2: 69,385 shares; 2025Q3: 70,369 shares; 2025Q4: 70,369 shares 70,369 $3.72M 0.06% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 20,941 shares; 2025Q1: 20,410 shares; 2025Q2: 17,622 shares; 2025Q3: 16,982 shares; 2025Q4: 15,221 shares 15,221 $3.67M 0.06% -1,761 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,502 shares; 2024Q4: 138,925 shares; 2025Q1: 105,454 shares; 2025Q2: 70,869 shares; 2025Q3: 63,847 shares; 2025Q4: 54,171 shares 54,171 $3.63M 0.06% -9,676 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,355 shares 55,355 $3.63M 0.06% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,197 shares; 2024Q4: 71,612 shares; 2025Q1: 72,006 shares; 2025Q2: 71,867 shares; 2025Q3: 69,310 shares; 2025Q4: 65,973 shares 65,973 $3.6M 0.06% -3,337 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,642 shares; 2024Q4: 43,604 shares; 2025Q1: 41,500 shares; 2025Q2: 27,376 shares; 2025Q3: 27,343 shares; 2025Q4: 20,403 shares 20,403 $3.54M 0.05% -6,940 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: 22,170 shares; 2024Q4: 22,163 shares; 2025Q1: 21,647 shares; 2025Q2: 32,150 shares; 2025Q3: 31,845 shares; 2025Q4: 18,214 shares 18,214 $3.54M 0.05% -13,631 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: 5,609 shares; 2024Q4: 5,588 shares; 2025Q1: 7,749 shares; 2025Q2: 7,892 shares; 2025Q3: 7,766 shares; 2025Q4: 7,147 shares 7,147 $3.48M 0.05% -619 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,485 shares; 2024Q4: 27,080 shares; 2025Q1: 27,020 shares; 2025Q2: 26,354 shares; 2025Q3: 25,755 shares; 2025Q4: 25,685 shares 25,685 $3.43M 0.05% -70 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: 62,995 shares; 2024Q4: 65,797 shares; 2025Q1: 63,832 shares; 2025Q2: 60,915 shares; 2025Q3: 64,555 shares; 2025Q4: 59,224 shares 59,224 $3.41M 0.05% -5,331 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: 2,355 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 36,212 shares 36,212 $3.41M 0.05% +35,573 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,845 shares; 2024Q4: 24,882 shares; 2025Q1: 25,067 shares; 2025Q2: 18,706 shares; 2025Q3: 17,945 shares; 2025Q4: 17,504 shares 17,504 $3.4M 0.05% -441 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,706 shares; 2024Q4: 132,022 shares; 2025Q1: 130,098 shares; 2025Q2: 59,076 shares; 2025Q3: 46,206 shares; 2025Q4: 42,372 shares 42,372 $3.4M 0.05% -3,834 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: 4,455 shares; 2024Q4: 4,677 shares; 2025Q1: 4,311 shares; 2025Q2: 58,132 shares; 2025Q3: 41,090 shares; 2025Q4: 37,022 shares 37,022 $3.38M 0.05% -4,068 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,739 shares; 2024Q4: 9,739 shares; 2025Q1: 42,725 shares; 2025Q2: 43,280 shares; 2025Q3: 43,233 shares; 2025Q4: 41,109 shares 41,109 $3.37M 0.05% -2,124 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,776 shares; 2024Q4: 71,417 shares; 2025Q1: 102,120 shares; 2025Q2: 100,520 shares; 2025Q3: 103,745 shares; 2025Q4: 104,469 shares 104,469 $3.35M 0.05% +724 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,302 shares; 2024Q4: 86,152 shares; 2025Q1: 30,596 shares; 2025Q2: 34,842 shares; 2025Q3: 30,034 shares; 2025Q4: 22,271 shares 22,271 $3.35M 0.05% -7,763 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: 24,115 shares; 2024Q4: 23,766 shares; 2025Q1: 20,857 shares; 2025Q2: 16,405 shares; 2025Q3: 16,488 shares; 2025Q4: 15,231 shares 15,231 $3.35M 0.05% -1,257 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,095 shares; 2024Q4: 23,095 shares; 2025Q1: 25,095 shares; 2025Q2: 26,231 shares; 2025Q3: 21,395 shares; 2025Q4: 19,245 shares 19,245 $3.33M 0.05% -2,150 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: not reported; 2025Q4: 68,329 shares 68,329 $3.32M 0.05% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 8,167 shares; 2025Q3: 13,792 shares; 2025Q4: 12,885 shares 12,885 $3.31M 0.05% -907 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: 47,469 shares; 2024Q4: 47,048 shares; 2025Q1: 50,139 shares; 2025Q2: 47,922 shares; 2025Q3: 45,548 shares; 2025Q4: 70,118 shares 70,118 $3.28M 0.05% +24,570 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: 16,769 shares; 2024Q4: 16,780 shares; 2025Q1: 15,894 shares; 2025Q2: 15,839 shares; 2025Q3: 16,269 shares; 2025Q4: 15,604 shares 15,604 $3.26M 0.05% -665 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: 159,853 shares; 2024Q4: 155,586 shares; 2025Q1: 190,558 shares; 2025Q2: 184,558 shares; 2025Q3: 179,134 shares; 2025Q4: 157,191 shares 157,191 $3.24M 0.05% -21,943 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,007 shares; 2025Q4: 36,007 shares 36,007 $3.21M 0.05% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 2,752 shares; 2025Q1: 3,285 shares; 2025Q2: 2,395 shares; 2025Q3: 2,377 shares; 2025Q4: 1,884 shares 1,884 $3.19M 0.05% -493 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: 10,074 shares; 2024Q4: 23,662 shares; 2025Q1: 24,432 shares; 2025Q2: 22,780 shares; 2025Q3: 21,692 shares; 2025Q4: 21,217 shares 21,217 $3.15M 0.05% -475 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: 16,827 shares; 2024Q4: 14,860 shares; 2025Q1: 12,527 shares; 2025Q2: 15,157 shares; 2025Q3: 15,127 shares; 2025Q4: 14,524 shares 14,524 $3.15M 0.05% -603 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: 41,260 shares; 2024Q4: 43,968 shares; 2025Q1: 40,858 shares; 2025Q2: 40,565 shares; 2025Q3: 41,026 shares; 2025Q4: 36,145 shares 36,145 $3.15M 0.05% -4,881 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: 14,813 shares; 2024Q4: 14,755 shares; 2025Q1: 12,906 shares; 2025Q2: 29,019 shares; 2025Q3: 18,524 shares; 2025Q4: 16,921 shares 16,921 $3.12M 0.05% -1,603 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: 15,127 shares; 2024Q4: 15,222 shares; 2025Q1: 13,849 shares; 2025Q2: 13,833 shares; 2025Q3: 14,366 shares; 2025Q4: 12,507 shares 12,507 $3.08M 0.05% -1,859 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,520 shares; 2025Q3: 12,696 shares; 2025Q4: 11,611 shares 11,611 $3.04M 0.05% -1,085 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: 74,465 shares; 2024Q4: 33,086 shares; 2025Q1: 32,902 shares; 2025Q2: 32,528 shares; 2025Q3: 33,210 shares; 2025Q4: 34,556 shares 34,556 $3.03M 0.05% +1,346 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,367 shares; 2024Q4: 40,259 shares; 2025Q1: 40,503 shares; 2025Q2: 39,355 shares; 2025Q3: 39,357 shares; 2025Q4: 37,529 shares 37,529 $3M 0.05% -1,828 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: 3,153 shares; 2024Q4: 2,979 shares; 2025Q1: 2,972 shares; 2025Q2: 2,925 shares; 2025Q3: 2,715 shares; 2025Q4: 2,256 shares 2,256 $3M 0.05% -459 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: 143,073 shares; 2024Q4: 124,661 shares; 2025Q1: 118,651 shares; 2025Q2: 116,490 shares; 2025Q3: 131,359 shares; 2025Q4: 120,049 shares 120,049 $2.99M 0.05% -11,310 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: 5,951 shares; 2024Q4: 12,296 shares; 2025Q1: 17,971 shares; 2025Q2: 17,804 shares; 2025Q3: 16,947 shares; 2025Q4: 15,328 shares 15,328 $2.97M 0.05% -1,619 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 7,742 shares; 2025Q1: 7,526 shares; 2025Q2: 9,554 shares; 2025Q3: 9,445 shares; 2025Q4: 8,536 shares 8,536 $2.94M 0.05% -909 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: 7,373 shares; 2024Q4: 7,457 shares; 2025Q1: 7,071 shares; 2025Q2: 5,131 shares; 2025Q3: 28,061 shares; 2025Q4: 30,691 shares 30,691 $2.93M 0.04% +2,630 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,648 shares; 2024Q4: 54,746 shares; 2025Q1: 53,022 shares; 2025Q2: 50,832 shares; 2025Q3: 49,653 shares; 2025Q4: 45,798 shares 45,798 $2.92M 0.04% -3,855 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: 5,845 shares; 2024Q4: 6,298 shares; 2025Q1: 6,185 shares; 2025Q2: 6,355 shares; 2025Q3: 7,194 shares; 2025Q4: 24,822 shares 24,822 $2.9M 0.04% +17,628 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: 13,216 shares; 2024Q4: 13,271 shares; 2025Q1: 19,680 shares; 2025Q2: 19,289 shares; 2025Q3: 18,779 shares; 2025Q4: 16,658 shares 16,658 $2.89M 0.04% -2,121 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 7,550 shares; 2025Q1: 7,477 shares; 2025Q2: 7,398 shares; 2025Q3: 7,269 shares; 2025Q4: 7,189 shares 7,189 $2.83M 0.04% -80 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,606 shares; 2025Q2: 153,123 shares; 2025Q3: 147,602 shares; 2025Q4: 107,955 shares 107,955 $2.83M 0.04% -39,647 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: 31,931 shares; 2024Q4: 18,105 shares; 2025Q1: 11,458 shares; 2025Q2: 11,069 shares; 2025Q3: 10,730 shares; 2025Q4: 9,930 shares 9,930 $2.81M 0.04% -800 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: 203,761 shares; 2024Q4: 190,470 shares; 2025Q1: 127,484 shares; 2025Q2: 102,784 shares; 2025Q3: 103,725 shares; 2025Q4: 93,176 shares 93,176 $2.79M 0.04% -10,549 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 73 shares; 2025Q1: not reported; 2025Q2: 44,667 shares; 2025Q3: 38,841 shares; 2025Q4: 35,629 shares 35,629 $2.76M 0.04% -3,212 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: 36,641 shares; 2024Q4: 36,404 shares; 2025Q1: 35,004 shares; 2025Q2: 34,518 shares; 2025Q3: 34,499 shares; 2025Q4: 31,475 shares 31,475 $2.74M 0.04% -3,024 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,334 shares; 2024Q4: 57,919 shares; 2025Q1: 57,414 shares; 2025Q2: 56,294 shares; 2025Q3: 55,354 shares; 2025Q4: 62,013 shares 62,013 $2.74M 0.04% +6,659 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: 18,467 shares; 2024Q4: 12,468 shares; 2025Q1: 12,249 shares; 2025Q2: 11,842 shares; 2025Q3: 11,405 shares; 2025Q4: 10,909 shares 10,909 $2.74M 0.04% -496 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: 20,814 shares; 2024Q4: 20,172 shares; 2025Q1: 19,821 shares; 2025Q2: 26,685 shares; 2025Q3: 39,097 shares; 2025Q4: 34,434 shares 34,434 $2.73M 0.04% -4,663 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: 23,955 shares; 2024Q4: 28,038 shares; 2025Q1: 25,360 shares; 2025Q2: 27,153 shares; 2025Q3: 27,311 shares; 2025Q4: 26,025 shares 26,025 $2.73M 0.04% -1,286 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,853 shares; 2024Q4: 7,785 shares; 2025Q1: 7,100 shares; 2025Q2: 8,254 shares; 2025Q3: 7,038 shares; 2025Q4: 5,867 shares 5,867 $2.66M 0.04% -1,171 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,838 shares; 2024Q4: not reported; 2025Q1: 148,846 shares; 2025Q2: 148,806 shares; 2025Q3: 145,132 shares; 2025Q4: 135,340 shares 135,340 $2.64M 0.04% -9,792 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,051 shares; 2024Q4: 9,574 shares; 2025Q1: 9,426 shares; 2025Q2: 9,422 shares; 2025Q3: 8,991 shares; 2025Q4: 9,158 shares 9,158 $2.64M 0.04% +167 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: 24,209 shares; 2024Q4: 20,852 shares; 2025Q1: 22,662 shares; 2025Q2: 21,411 shares; 2025Q3: 20,280 shares; 2025Q4: 14,868 shares 14,868 $2.62M 0.04% -5,412 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,951 shares; 2025Q1: 2,940 shares; 2025Q2: 2,948 shares; 2025Q3: 2,634 shares; 2025Q4: 2,544 shares 2,544 $2.57M 0.04% -90 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: 27,794 shares; 2024Q4: 27,846 shares; 2025Q1: 27,099 shares; 2025Q2: 26,659 shares; 2025Q3: 26,264 shares; 2025Q4: 24,180 shares 24,180 $2.55M 0.04% -2,084 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: 8,859 shares; 2024Q4: 8,782 shares; 2025Q1: 8,128 shares; 2025Q2: 6,967 shares; 2025Q3: 5,814 shares; 2025Q4: 5,476 shares 5,476 $2.55M 0.04% -338 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,750 shares; 2025Q3: 50,874 shares; 2025Q4: 39,480 shares 39,480 $2.54M 0.04% -11,394 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,765 shares; 2024Q4: 16,820 shares; 2025Q1: 15,996 shares; 2025Q2: 9,350 shares; 2025Q3: 9,238 shares; 2025Q4: 8,578 shares 8,578 $2.52M 0.04% -660 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 3,003 shares; 2025Q1: 5,800 shares; 2025Q2: 9,484 shares; 2025Q3: 6,953 shares; 2025Q4: 5,617 shares 5,617 $2.49M 0.04% -1,336 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,405 shares; 2024Q4: 23,508 shares; 2025Q1: 23,480 shares; 2025Q2: 23,579 shares; 2025Q3: 23,880 shares; 2025Q4: 22,264 shares 22,264 $2.49M 0.04% -1,616 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: 18,972 shares; 2024Q4: 28,851 shares; 2025Q1: 27,464 shares; 2025Q2: 27,516 shares; 2025Q3: 27,372 shares; 2025Q4: 24,372 shares 24,372 $2.46M 0.04% -3,000 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,533 shares; 2024Q4: 23,512 shares; 2025Q1: 23,448 shares; 2025Q2: 22,642 shares; 2025Q3: 25,104 shares; 2025Q4: 25,140 shares 25,140 $2.46M 0.04% +36 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: 12 shares; 2024Q4: not reported; 2025Q1: 15,150 shares; 2025Q2: 63,975 shares; 2025Q3: 63,543 shares; 2025Q4: 53,849 shares 53,849 $2.36M 0.04% -9,694 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 4,853 shares; 2025Q1: 9,078 shares; 2025Q2: 13,063 shares; 2025Q3: 12,809 shares; 2025Q4: 35,314 shares 35,314 $2.34M 0.04% +22,505 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 5,401 shares; 2025Q1: 4,895 shares; 2025Q2: 4,206 shares; 2025Q3: 5,139 shares; 2025Q4: 4,929 shares 4,929 $2.3M 0.04% -210 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 5,398 shares; 2025Q1: 5,338 shares; 2025Q2: 8,725 shares; 2025Q3: 9,505 shares; 2025Q4: 8,480 shares 8,480 $2.3M 0.04% -1,025 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,218 shares; 2024Q4: 105,884 shares; 2025Q1: 105,094 shares; 2025Q2: 40,706 shares; 2025Q3: 39,291 shares; 2025Q4: 29,345 shares 29,345 $2.27M 0.03% -9,946 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,537 shares; 2024Q4: 27,995 shares; 2025Q1: 28,032 shares; 2025Q2: 28,232 shares; 2025Q3: 29,250 shares; 2025Q4: 27,880 shares 27,880 $2.27M 0.03% -1,370 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,334 shares; 2024Q4: 21,938 shares; 2025Q1: 21,908 shares; 2025Q2: 19,093 shares; 2025Q3: 18,150 shares; 2025Q4: 17,989 shares 17,989 $2.27M 0.03% -161 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: 30,959 shares; 2024Q4: 30,499 shares; 2025Q1: 30,451 shares; 2025Q2: 23,193 shares; 2025Q3: 20,878 shares; 2025Q4: 20,340 shares 20,340 $2.24M 0.03% -538 Timeline IWL 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: 2,330 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,045 shares 13,045 $2.23M 0.03% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,949 shares; 2025Q1: 10,843 shares; 2025Q2: 10,920 shares; 2025Q3: 10,785 shares; 2025Q4: 10,173 shares 10,173 $2.22M 0.03% -612 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,978 shares; 2024Q4: 13,714 shares; 2025Q1: 14,023 shares; 2025Q2: 18,013 shares; 2025Q3: 19,493 shares; 2025Q4: 16,719 shares 16,719 $2.21M 0.03% -2,774 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: 4,532 shares; 2024Q4: 4,415 shares; 2025Q1: 4,341 shares; 2025Q2: 4,561 shares; 2025Q3: 4,424 shares; 2025Q4: 4,328 shares 4,328 $2.21M 0.03% -96 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: 32,043 shares; 2024Q4: 152,000 shares; 2025Q1: 147,896 shares; 2025Q2: 57,936 shares; 2025Q3: 54,054 shares; 2025Q4: 44,009 shares 44,009 $2.2M 0.03% -10,045 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,105 shares; 2024Q4: 51,105 shares; 2025Q1: 49,525 shares; 2025Q2: 50,525 shares; 2025Q3: 48,536 shares; 2025Q4: 51,536 shares 51,536 $2.2M 0.03% +3,000 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,956 shares; 2025Q4: 31,454 shares 31,454 $2.17M 0.03% -25,502 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,912 shares; 2024Q4: 8,889 shares; 2025Q1: 8,974 shares; 2025Q2: 8,622 shares; 2025Q3: 8,173 shares; 2025Q4: 7,376 shares 7,376 $2.13M 0.03% -797 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,762 shares; 2024Q4: 40,786 shares; 2025Q1: 33,323 shares; 2025Q2: 32,005 shares; 2025Q3: 30,313 shares; 2025Q4: 27,424 shares 27,424 $2.13M 0.03% -2,889 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 42,000 shares 42,000 $2.12M 0.03% +2,000 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,018 shares; 2024Q4: 20,890 shares; 2025Q1: 20,575 shares; 2025Q2: 20,049 shares; 2025Q3: 19,440 shares; 2025Q4: 10,140 shares 10,140 $2.09M 0.03% -9,300 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,462 shares; 2024Q4: 46,942 shares; 2025Q1: 46,937 shares; 2025Q2: 46,774 shares; 2025Q3: 43,940 shares; 2025Q4: 45,762 shares 45,762 $2.06M 0.03% +1,822 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,254 shares; 2024Q4: 25,281 shares; 2025Q1: 25,332 shares; 2025Q2: 24,352 shares; 2025Q3: 23,062 shares; 2025Q4: 20,684 shares 20,684 $2.02M 0.03% -2,378 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,039 shares; 2024Q4: 6,916 shares; 2025Q1: 6,916 shares; 2025Q2: 6,916 shares; 2025Q3: 6,780 shares; 2025Q4: 6,775 shares 6,775 $2.02M 0.03% -5 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: 91,652 shares; 2024Q4: 96,462 shares; 2025Q1: 91,741 shares; 2025Q2: 90,637 shares; 2025Q3: 59,707 shares; 2025Q4: 54,865 shares 54,865 $1.99M 0.03% -4,842 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,256 shares; 2024Q4: 17,809 shares; 2025Q1: 16,306 shares; 2025Q2: 16,362 shares; 2025Q3: 15,913 shares; 2025Q4: 12,681 shares 12,681 $1.99M 0.03% -3,232 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,610 shares; 2024Q4: 12,510 shares; 2025Q1: 13,241 shares; 2025Q2: 14,359 shares; 2025Q3: 16,239 shares; 2025Q4: 19,463 shares 19,463 $1.98M 0.03% +3,224 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: 14,979 shares; 2024Q4: 15,103 shares; 2025Q1: 13,518 shares; 2025Q2: 11,261 shares; 2025Q3: 11,430 shares; 2025Q4: 10,768 shares 10,768 $1.98M 0.03% -662 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: 49,226 shares; 2024Q4: 47,631 shares; 2025Q1: 39,609 shares; 2025Q2: 34,096 shares; 2025Q3: 31,831 shares; 2025Q4: 23,373 shares 23,373 $1.97M 0.03% -8,458 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 18,798 shares; 2025Q3: 18,805 shares; 2025Q4: 16,491 shares 16,491 $1.95M 0.03% -2,314 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: 33,702 shares; 2024Q4: 31,569 shares; 2025Q1: 28,477 shares; 2025Q2: 26,431 shares; 2025Q3: 25,254 shares; 2025Q4: 24,344 shares 24,344 $1.93M 0.03% -910 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,066 shares; 2025Q1: 9,081 shares; 2025Q2: 8,901 shares; 2025Q3: 18,385 shares; 2025Q4: 12,466 shares 12,466 $1.93M 0.03% -5,919 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: 17,904 shares; 2024Q4: 18,909 shares; 2025Q1: 17,752 shares; 2025Q2: 26,031 shares; 2025Q3: 22,901 shares; 2025Q4: 24,356 shares 24,356 $1.92M 0.03% +1,455 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 6,995 shares; 2025Q1: 7,128 shares; 2025Q2: 7,039 shares; 2025Q3: 6,683 shares; 2025Q4: 6,216 shares 6,216 $1.88M 0.03% -467 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,745 shares; 2025Q3: 12,744 shares; 2025Q4: 10,548 shares 10,548 $1.84M 0.03% -2,196 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,400 shares; 2024Q4: 92,400 shares; 2025Q1: 101,660 shares; 2025Q2: 100,720 shares; 2025Q3: 100,720 shares; 2025Q4: 100,720 shares 100,720 $1.81M 0.03% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,468 shares; 2024Q4: 20,863 shares; 2025Q1: 20,584 shares; 2025Q2: 11,075 shares; 2025Q3: 10,643 shares; 2025Q4: 10,016 shares 10,016 $1.81M 0.03% -627 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000 $1.8M 0.03% new Timeline ALTI ALTI GLOBAL INC More: the full row for ALTI GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 595,894 shares; 2025Q1: 595,894 shares; 2025Q2: 595,894 shares; 2025Q3: 595,894 shares; 2025Q4: 387,331 shares 387,331 $1.8M 0.03% -208,563 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,125 shares; 2024Q4: 27,649 shares; 2025Q1: 27,765 shares; 2025Q2: 27,872 shares; 2025Q3: 28,031 shares; 2025Q4: 26,855 shares 26,855 $1.78M 0.03% -1,176 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,937 shares; 2025Q1: 20,836 shares; 2025Q2: 21,047 shares; 2025Q3: 21,666 shares; 2025Q4: 13,956 shares 13,956 $1.78M 0.03% -7,710 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: 3,663 shares; 2024Q4: 3,523 shares; 2025Q1: 23,150 shares; 2025Q2: 38,449 shares; 2025Q3: 38,398 shares; 2025Q4: 19,974 shares 19,974 $1.78M 0.03% -18,424 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: 133,350 shares; 2024Q4: 124,314 shares; 2025Q1: 106,832 shares; 2025Q2: 86,736 shares; 2025Q3: 76,432 shares; 2025Q4: 47,607 shares 47,607 $1.76M 0.03% -28,825 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 3,875 shares; 2025Q1: 3,381 shares; 2025Q2: 3,439 shares; 2025Q3: 3,461 shares; 2025Q4: 3,070 shares 3,070 $1.76M 0.03% -391 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,282 shares; 2024Q4: 28,262 shares; 2025Q1: 10,424 shares; 2025Q2: 6,045 shares; 2025Q3: 7,224 shares; 2025Q4: 6,778 shares 6,778 $1.76M 0.03% -446 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: 10,716 shares; 2024Q4: 9,501 shares; 2025Q1: 9,369 shares; 2025Q2: 7,419 shares; 2025Q3: 8,375 shares; 2025Q4: 7,864 shares 7,864 $1.73M 0.03% -511 Timeline OPY OPPENHEIMER HLDGS INC More: the full row for OPPENHEIMER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,850 shares; 2024Q4: 23,850 shares; 2025Q1: 23,850 shares; 2025Q2: 23,850 shares; 2025Q3: 23,850 shares; 2025Q4: 23,850 shares 23,850 $1.72M 0.03% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 14,922 shares; 2025Q2: 14,217 shares; 2025Q3: 13,692 shares; 2025Q4: 12,455 shares 12,455 $1.7M 0.03% -1,237 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $1.7M 0.03% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 7,106 shares; 2025Q1: 7,120 shares; 2025Q2: 6,838 shares; 2025Q3: 6,515 shares; 2025Q4: 5,907 shares 5,907 $1.68M 0.03% -608 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: 3,827 shares; 2024Q4: 3,677 shares; 2025Q1: 3,666 shares; 2025Q2: 3,670 shares; 2025Q3: 3,351 shares; 2025Q4: 3,292 shares 3,292 $1.68M 0.03% -59 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,354 shares; 2024Q4: 13,337 shares; 2025Q1: 13,057 shares; 2025Q2: 25,447 shares; 2025Q3: 21,714 shares; 2025Q4: 19,975 shares 19,975 $1.66M 0.03% -1,739 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,882 shares; 2024Q4: 26,408 shares; 2025Q1: 12,290 shares; 2025Q2: 11,985 shares; 2025Q3: 12,436 shares; 2025Q4: 10,939 shares 10,939 $1.65M 0.03% -1,497 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,295 shares; 2024Q4: 52,457 shares; 2025Q1: 30,857 shares; 2025Q2: 29,730 shares; 2025Q3: 28,639 shares; 2025Q4: 19,733 shares 19,733 $1.65M 0.03% -8,906 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,264 shares; 2024Q4: 15,143 shares; 2025Q1: 11,910 shares; 2025Q2: 9,916 shares; 2025Q3: 9,299 shares; 2025Q4: 7,376 shares 7,376 $1.65M 0.03% -1,923 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 8,836 shares; 2025Q1: 9,000 shares; 2025Q2: 8,994 shares; 2025Q3: 8,597 shares; 2025Q4: 7,773 shares 7,773 $1.65M 0.03% -824 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: 3,635 shares; 2024Q4: 2,595 shares; 2025Q1: 3,939 shares; 2025Q2: 3,966 shares; 2025Q3: 2,974 shares; 2025Q4: 2,868 shares 2,868 $1.64M 0.03% -106 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: 683 shares; 2024Q4: 681 shares; 2025Q1: 680 shares; 2025Q2: 486 shares; 2025Q3: 504 shares; 2025Q4: 480 shares 480 $1.63M 0.02% -24 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,517 shares; 2024Q4: 9,758 shares; 2025Q1: 10,235 shares; 2025Q2: 9,909 shares; 2025Q3: 10,055 shares; 2025Q4: 6,429 shares 6,429 $1.61M 0.02% -3,626 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA 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: 5,685 shares; 2025Q4: 9,673 shares 9,673 $1.61M 0.02% +3,988 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: 3,275 shares; 2024Q4: 3,246 shares; 2025Q1: 2,785 shares; 2025Q2: 2,807 shares; 2025Q3: 2,704 shares; 2025Q4: 2,370 shares 2,370 $1.6M 0.02% -334 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,211 shares; 2024Q4: 12,443 shares; 2025Q1: 10,969 shares; 2025Q2: 10,924 shares; 2025Q3: 11,477 shares; 2025Q4: 8,599 shares 8,599 $1.6M 0.02% -2,878 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,841 shares; 2024Q4: 65,770 shares; 2025Q1: 48,502 shares; 2025Q2: 44,375 shares; 2025Q3: 45,206 shares; 2025Q4: 43,484 shares 43,484 $1.59M 0.02% -1,722 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: 8,115 shares; 2024Q4: 8,161 shares; 2025Q1: 8,177 shares; 2025Q2: 8,158 shares; 2025Q3: 8,252 shares; 2025Q4: 7,987 shares 7,987 $1.56M 0.02% -265 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,099 shares; 2024Q4: 12,524 shares; 2025Q1: 12,153 shares; 2025Q2: 15,356 shares; 2025Q3: 12,410 shares; 2025Q4: 6,953 shares 6,953 $1.56M 0.02% -5,457 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: 113,374 shares; 2024Q4: 102,194 shares; 2025Q1: 83,794 shares; 2025Q2: 81,715 shares; 2025Q3: 47,041 shares; 2025Q4: 41,205 shares 41,205 $1.52M 0.02% -5,836 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,850 shares; 2024Q4: 26,346 shares; 2025Q1: 25,873 shares; 2025Q2: 17,626 shares; 2025Q3: 16,783 shares; 2025Q4: 14,752 shares 14,752 $1.52M 0.02% -2,031 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $1.51M 0.02% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 8,117 shares; 2025Q3: 7,917 shares; 2025Q4: 5,880 shares 5,880 $1.5M 0.02% -2,037 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,804 shares; 2024Q4: 18,552 shares; 2025Q1: 17,291 shares; 2025Q2: 17,014 shares; 2025Q3: 14,805 shares; 2025Q4: 13,341 shares 13,341 $1.5M 0.02% -1,464 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,347 shares; 2024Q4: 27,225 shares; 2025Q1: 24,502 shares; 2025Q2: 49,115 shares; 2025Q3: 37,353 shares; 2025Q4: 37,885 shares 37,885 $1.48M 0.02% +532 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,070 shares; 2024Q4: 39,426 shares; 2025Q1: 36,438 shares; 2025Q2: 33,890 shares; 2025Q3: 24,629 shares; 2025Q4: 23,241 shares 23,241 $1.48M 0.02% -1,388 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: 4,328 shares; 2024Q4: 4,328 shares; 2025Q1: 4,596 shares; 2025Q2: 4,021 shares; 2025Q3: 4,678 shares; 2025Q4: 4,613 shares 4,613 $1.45M 0.02% -65 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,655 shares; 2025Q2: 3,007 shares; 2025Q3: 5,712 shares; 2025Q4: 13,476 shares 13,476 $1.44M 0.02% +7,764 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 16 shares; 2025Q1: 19,536 shares; 2025Q2: 19,924 shares; 2025Q3: 20,093 shares; 2025Q4: 9,902 shares 9,902 $1.43M 0.02% -10,191 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,420 shares; 2024Q4: 11,027 shares; 2025Q1: 10,864 shares; 2025Q2: 9,133 shares; 2025Q3: 9,114 shares; 2025Q4: 9,069 shares 9,069 $1.43M 0.02% -45 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 8,442 shares; 2025Q3: 8,105 shares; 2025Q4: 7,315 shares 7,315 $1.42M 0.02% -790 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,693 shares; 2024Q4: 63,281 shares; 2025Q1: 67,224 shares; 2025Q2: 65,109 shares; 2025Q3: 61,812 shares; 2025Q4: 43,487 shares 43,487 $1.4M 0.02% -18,325 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,547 shares; 2024Q4: 34,603 shares; 2025Q1: 16,121 shares; 2025Q2: 14,848 shares; 2025Q3: 13,015 shares; 2025Q4: 10,173 shares 10,173 $1.39M 0.02% -2,842 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,450 shares; 2024Q4: 20,000 shares; 2025Q1: 21,070 shares; 2025Q2: 21,070 shares; 2025Q3: 20,750 shares; 2025Q4: 20,000 shares 20,000 $1.38M 0.02% -750 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: 3,821 shares; 2024Q4: 3,710 shares; 2025Q1: 2,715 shares; 2025Q2: 2,750 shares; 2025Q3: 1,851 shares; 2025Q4: 1,793 shares 1,793 $1.37M 0.02% -58 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: 28,829 shares; 2024Q4: 28,601 shares; 2025Q1: 27,647 shares; 2025Q2: 26,549 shares; 2025Q3: 21,437 shares; 2025Q4: 18,581 shares 18,581 $1.37M 0.02% -2,856 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 114 shares; 2025Q1: not reported; 2025Q2: 143,327 shares; 2025Q3: 141,978 shares; 2025Q4: 84,393 shares 84,393 $1.36M 0.02% -57,585 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,480 shares; 2025Q1: 2,474 shares; 2025Q2: 2,621 shares; 2025Q3: 6,703 shares; 2025Q4: 3,981 shares 3,981 $1.34M 0.02% -2,722 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,544 shares; 2024Q4: 12,694 shares; 2025Q1: 12,713 shares; 2025Q2: 12,775 shares; 2025Q3: 12,706 shares; 2025Q4: 12,225 shares 12,225 $1.34M 0.02% -481 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,833 shares; 2024Q4: 12,853 shares; 2025Q1: 12,105 shares; 2025Q2: 10,839 shares; 2025Q3: 8,277 shares; 2025Q4: 7,405 shares 7,405 $1.33M 0.02% -872 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: 8,314 shares; 2024Q4: 7,506 shares; 2025Q1: 8,998 shares; 2025Q2: 8,697 shares; 2025Q3: 7,439 shares; 2025Q4: 2,990 shares 2,990 $1.33M 0.02% -4,449 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,247 shares; 2024Q4: 19,365 shares; 2025Q1: 19,365 shares; 2025Q2: 40,031 shares; 2025Q3: 40,031 shares; 2025Q4: 40,031 shares 40,031 $1.32M 0.02% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 22,716 shares; 2025Q3: 21,564 shares; 2025Q4: 19,559 shares 19,559 $1.32M 0.02% -2,005 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,525 shares; 2024Q4: 54,096 shares; 2025Q1: 49,144 shares; 2025Q2: 49,788 shares; 2025Q3: 49,646 shares; 2025Q4: 45,550 shares 45,550 $1.32M 0.02% -4,096 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 33,579 shares; 2025Q4: 33,579 shares 33,579 $1.3M 0.02% 0 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: 32,948 shares; 2024Q4: 32,836 shares; 2025Q1: 27,285 shares; 2025Q2: 11,578 shares; 2025Q3: 11,033 shares; 2025Q4: 10,107 shares 10,107 $1.28M 0.02% -926 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: 53,904 shares; 2024Q4: 28,643 shares; 2025Q1: 30,783 shares; 2025Q2: 18,575 shares; 2025Q3: 14,297 shares; 2025Q4: 28,576 shares 28,576 $1.28M 0.02% +14,279 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,222 shares; 2025Q1: 3,253 shares; 2025Q2: 3,146 shares; 2025Q3: 2,941 shares; 2025Q4: 2,626 shares 2,626 $1.28M 0.02% -315 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,446 shares; 2024Q4: 44,446 shares; 2025Q1: 46,086 shares; 2025Q2: 44,446 shares; 2025Q3: 44,446 shares; 2025Q4: 54,446 shares 54,446 $1.26M 0.02% +10,000 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 25,030 shares 25,030 $1.26M 0.02% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,759 shares; 2025Q4: 29,342 shares 29,342 $1.26M 0.02% +15,583 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,345 shares; 2024Q4: 21,325 shares; 2025Q1: 19,853 shares; 2025Q2: 20,211 shares; 2025Q3: 20,227 shares; 2025Q4: 14,679 shares 14,679 $1.26M 0.02% -5,548 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,883 shares; 2024Q4: 6,868 shares; 2025Q1: 3,705 shares; 2025Q2: 3,532 shares; 2025Q3: 3,365 shares; 2025Q4: 3,012 shares 3,012 $1.26M 0.02% -353 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,149 shares; 2025Q1: 1,139 shares; 2025Q2: 1,082 shares; 2025Q3: 986 shares; 2025Q4: 895 shares 895 $1.25M 0.02% -91 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 10,132 shares; 2025Q1: 10,670 shares; 2025Q2: 29,164 shares; 2025Q3: 28,338 shares; 2025Q4: 19,779 shares 19,779 $1.25M 0.02% -8,559 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: 4 shares; 2025Q1: 15,979 shares; 2025Q2: 17,262 shares; 2025Q3: 17,412 shares; 2025Q4: 11,555 shares 11,555 $1.2M 0.02% -5,857 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: 7,843 shares; 2024Q4: 6,719 shares; 2025Q1: 2,613 shares; 2025Q2: 2,522 shares; 2025Q3: 2,542 shares; 2025Q4: 2,127 shares 2,127 $1.19M 0.02% -415 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: 49,244 shares; 2024Q4: 18,354 shares; 2025Q1: 17,546 shares; 2025Q2: 21,037 shares; 2025Q3: 20,773 shares; 2025Q4: 18,776 shares 18,776 $1.18M 0.02% -1,997 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: 27,341 shares; 2024Q4: 24,493 shares; 2025Q1: 23,716 shares; 2025Q2: 26,806 shares; 2025Q3: 27,055 shares; 2025Q4: 11,866 shares 11,866 $1.18M 0.02% -15,189 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 724 shares; 2025Q1: 11,375 shares; 2025Q2: 10,822 shares; 2025Q3: 10,426 shares; 2025Q4: 9,113 shares 9,113 $1.18M 0.02% -1,313 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: 28,546 shares; 2024Q4: 28,409 shares; 2025Q1: 22,129 shares; 2025Q2: 20,930 shares; 2025Q3: 15,941 shares; 2025Q4: 11,995 shares 11,995 $1.17M 0.02% -3,946 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 9,567 shares; 2025Q1: 9,579 shares; 2025Q2: 6,866 shares; 2025Q3: 6,853 shares; 2025Q4: 6,586 shares 6,586 $1.17M 0.02% -267 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: 220 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 18,758 shares; 2025Q3: 18,447 shares; 2025Q4: 17,252 shares 17,252 $1.15M 0.02% -1,195 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,201 shares; 2025Q3: 9,245 shares; 2025Q4: 9,197 shares 9,197 $1.14M 0.02% -48 Timeline VGIT 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: 5,268 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 18,857 shares 18,857 $1.13M 0.02% +18,382 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: 47 shares; 2024Q4: 47 shares; 2025Q1: 20,794 shares; 2025Q2: 20,064 shares; 2025Q3: 19,424 shares; 2025Q4: 17,342 shares 17,342 $1.13M 0.02% -2,082 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 15,974 shares; 2025Q2: 14,986 shares; 2025Q3: 14,205 shares; 2025Q4: 12,870 shares 12,870 $1.12M 0.02% -1,335 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 13,172 shares; 2025Q2: 7,746 shares; 2025Q3: 7,734 shares; 2025Q4: 6,376 shares 6,376 $1.11M 0.02% -1,358 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,597 shares; 2024Q4: 23,597 shares; 2025Q1: 23,597 shares; 2025Q2: 23,597 shares; 2025Q3: 24,634 shares; 2025Q4: 24,634 shares 24,634 $1.09M 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,181 shares; 2024Q4: 7,178 shares; 2025Q1: 7,200 shares; 2025Q2: 6,660 shares; 2025Q3: 6,961 shares; 2025Q4: 6,522 shares 6,522 $1.09M 0.02% -439 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 3,469 shares; 2025Q3: 3,485 shares; 2025Q4: 3,455 shares 3,455 $1.08M 0.02% -30 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 100 shares; 2025Q1: 7,754 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: 16,050 shares 16,050 $1.08M 0.02% 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: 1,745 shares; 2024Q4: 3,203 shares; 2025Q1: 2,171 shares; 2025Q2: 2,185 shares; 2025Q3: 1,548 shares; 2025Q4: 1,376 shares 1,376 $1.06M 0.02% -172 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS 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: 30,496 shares 30,496 $1.06M 0.02% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,088 shares; 2024Q4: 24,500 shares; 2025Q1: 24,053 shares; 2025Q2: 10,499 shares; 2025Q3: 10,178 shares; 2025Q4: 3,317 shares 3,317 $1.06M 0.02% -6,861 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 3,139 shares; 2025Q3: 3,153 shares; 2025Q4: 3,136 shares 3,136 $1.06M 0.02% -17 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 12,073 shares; 2025Q1: 9,899 shares; 2025Q2: 9,809 shares; 2025Q3: 9,800 shares; 2025Q4: 9,747 shares 9,747 $1.06M 0.02% -53 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,565 shares; 2024Q4: 14,957 shares; 2025Q1: 14,835 shares; 2025Q2: 15,175 shares; 2025Q3: 11,414 shares; 2025Q4: 9,452 shares 9,452 $1.04M 0.02% -1,962 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 15,766 shares; 2025Q3: 15,239 shares; 2025Q4: 13,330 shares 13,330 $1.03M 0.02% -1,909 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: 10,671 shares; 2024Q4: 9,586 shares; 2025Q1: 8,110 shares; 2025Q2: 8,882 shares; 2025Q3: 7,645 shares; 2025Q4: 2,941 shares 2,941 $1.03M 0.02% -4,704 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,320 shares; 2025Q4: 2,871 shares 2,871 $1.02M 0.02% -449 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: 35,720 shares; 2024Q4: 29,417 shares; 2025Q1: 29,540 shares; 2025Q2: 28,279 shares; 2025Q3: 21,357 shares; 2025Q4: 18,795 shares 18,795 $1.01M 0.02% -2,562 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,993 shares; 2024Q4: 33,734 shares; 2025Q1: 31,596 shares; 2025Q2: 31,317 shares; 2025Q3: 39,405 shares; 2025Q4: 21,477 shares 21,477 $1M 0.02% -17,928 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,909 shares; 2024Q4: 23,695 shares; 2025Q1: 30,132 shares; 2025Q2: 32,398 shares; 2025Q3: 32,548 shares; 2025Q4: 31,278 shares 31,278 $1M 0.02% -1,270 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: 9,019 shares; 2024Q4: 11,004 shares; 2025Q1: 5,173 shares; 2025Q2: 5,201 shares; 2025Q3: 5,200 shares; 2025Q4: 5,033 shares 5,033 $1M 0.02% -167 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 16,152 shares; 2025Q1: 11,464 shares; 2025Q2: 17,013 shares; 2025Q3: 12,841 shares; 2025Q4: 8,199 shares 8,199 $998K 0.02% -4,642 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,698 shares; 2024Q4: 24,583 shares; 2025Q1: 23,872 shares; 2025Q2: 19,049 shares; 2025Q3: 18,825 shares; 2025Q4: 7,100 shares 7,100 $996K 0.02% -11,725 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,543 shares; 2024Q4: 13,375 shares; 2025Q1: 13,323 shares; 2025Q2: 13,140 shares; 2025Q3: 13,150 shares; 2025Q4: 12,831 shares 12,831 $995K 0.02% -319 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,764 shares; 2025Q3: 10,822 shares; 2025Q4: 10,766 shares 10,766 $989K 0.02% -56 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 2,424 shares; 2025Q3: 2,315 shares; 2025Q4: 2,156 shares 2,156 $979K 0.01% -159 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,787 shares; 2024Q4: 34,603 shares; 2025Q1: 31,755 shares; 2025Q2: 30,831 shares; 2025Q3: 30,119 shares; 2025Q4: 11,552 shares 11,552 $976K 0.01% -18,567 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,438 shares; 2024Q4: 125,679 shares; 2025Q1: 45,850 shares; 2025Q2: 16,486 shares; 2025Q3: 15,233 shares; 2025Q4: 9,519 shares 9,519 $975K 0.01% -5,714 Timeline GUNR 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: not reported; 2024Q4: not reported; 2025Q1: 4,341 shares; 2025Q2: 1,182 shares; 2025Q3: 22,603 shares; 2025Q4: 21,041 shares 21,041 $965K 0.01% -1,562 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,309 shares; 2024Q4: 22,295 shares; 2025Q1: 19,723 shares; 2025Q2: 19,201 shares; 2025Q3: 14,941 shares; 2025Q4: 13,036 shares 13,036 $961K 0.01% -1,905 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,060 shares; 2024Q4: 23,643 shares; 2025Q1: 23,878 shares; 2025Q2: 17,559 shares; 2025Q3: 17,816 shares; 2025Q4: 11,254 shares 11,254 $956K 0.01% -6,562 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: 3,493 shares; 2024Q4: 2,624 shares; 2025Q1: 4,214 shares; 2025Q2: 4,941 shares; 2025Q3: 4,005 shares; 2025Q4: 2,376 shares 2,376 $953K 0.01% -1,629 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,692 shares; 2024Q4: 17,743 shares; 2025Q1: 17,917 shares; 2025Q2: 17,187 shares; 2025Q3: 16,363 shares; 2025Q4: 14,806 shares 14,806 $951K 0.01% -1,557 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: 9,806 shares; 2024Q4: 9,309 shares; 2025Q1: 9,289 shares; 2025Q2: 9,202 shares; 2025Q3: 6,419 shares; 2025Q4: 3,836 shares 3,836 $948K 0.01% -2,583 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,590 shares; 2024Q4: 157,538 shares; 2025Q1: 128,534 shares; 2025Q2: 66,727 shares; 2025Q3: 63,406 shares; 2025Q4: 57,636 shares 57,636 $945K 0.01% -5,770 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,651 shares 7,651 $925K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 6,541 shares; 2025Q1: 5,620 shares; 2025Q2: 4,670 shares; 2025Q3: 4,686 shares; 2025Q4: 5,968 shares 5,968 $924K 0.01% +1,282 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 953 shares; 2025Q1: 953 shares; 2025Q2: 1,058 shares; 2025Q3: 1,063 shares; 2025Q4: 3,189 shares 3,189 $916K 0.01% +2,126 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,710 shares; 2025Q2: 3,792 shares; 2025Q3: 16,565 shares; 2025Q4: 16,031 shares 16,031 $911K 0.01% -534 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 2,536 shares; 2025Q1: 2,388 shares; 2025Q2: 2,916 shares; 2025Q3: 2,899 shares; 2025Q4: 2,125 shares 2,125 $909K 0.01% -774 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,858 shares; 2024Q4: 11,880 shares; 2025Q1: 11,280 shares; 2025Q2: 11,797 shares; 2025Q3: 18,077 shares; 2025Q4: 15,229 shares 15,229 $892K 0.01% -2,848 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,661 shares; 2025Q2: 7,676 shares; 2025Q3: 7,730 shares; 2025Q4: 7,449 shares 7,449 $891K 0.01% -281 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,513 shares; 2024Q4: 13,348 shares; 2025Q1: 13,434 shares; 2025Q2: 12,819 shares; 2025Q3: 11,890 shares; 2025Q4: 10,781 shares 10,781 $884K 0.01% -1,109 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,877 shares; 2024Q4: 7,606 shares; 2025Q1: 7,681 shares; 2025Q2: 7,380 shares; 2025Q3: 7,202 shares; 2025Q4: 6,423 shares 6,423 $874K 0.01% -779 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 4,152 shares; 2025Q1: 3,020 shares; 2025Q2: 2,742 shares; 2025Q3: 2,738 shares; 2025Q4: 2,725 shares 2,725 $868K 0.01% -13 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,492 shares; 2024Q4: 13,777 shares; 2025Q1: 13,394 shares; 2025Q2: 12,242 shares; 2025Q3: 12,220 shares; 2025Q4: 12,156 shares 12,156 $863K 0.01% -64 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: 14,071 shares; 2024Q4: 12,752 shares; 2025Q1: 13,941 shares; 2025Q2: 5,207 shares; 2025Q3: 5,256 shares; 2025Q4: 5,288 shares 5,288 $863K 0.01% +32 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: 12,387 shares; 2024Q4: 12,197 shares; 2025Q1: 12,408 shares; 2025Q2: 11,856 shares; 2025Q3: 11,292 shares; 2025Q4: 10,240 shares 10,240 $861K 0.01% -1,052 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,743 shares; 2024Q4: 27,645 shares; 2025Q1: 28,490 shares; 2025Q2: 27,735 shares; 2025Q3: 27,423 shares; 2025Q4: 25,546 shares 25,546 $855K 0.01% -1,877 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,303 shares; 2024Q4: 8,793 shares; 2025Q1: 8,062 shares; 2025Q2: 5,622 shares; 2025Q3: 5,290 shares; 2025Q4: 2,970 shares 2,970 $853K 0.01% -2,320 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: 23,846 shares; 2024Q4: 30,766 shares; 2025Q1: 11,706 shares; 2025Q2: 13,941 shares; 2025Q3: 12,225 shares; 2025Q4: 3,770 shares 3,770 $850K 0.01% -8,455 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,971 shares; 2024Q4: 3,967 shares; 2025Q1: 3,975 shares; 2025Q2: 3,769 shares; 2025Q3: 3,630 shares; 2025Q4: 3,723 shares 3,723 $842K 0.01% +93 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,688 shares; 2024Q4: 6,452 shares; 2025Q1: 5,856 shares; 2025Q2: 6,828 shares; 2025Q3: 6,860 shares; 2025Q4: 6,766 shares 6,766 $836K 0.01% -94 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,755 shares; 2024Q4: 19,877 shares; 2025Q1: 13,633 shares; 2025Q2: 11,932 shares; 2025Q3: 11,444 shares; 2025Q4: 8,329 shares 8,329 $831K 0.01% -3,115 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: 2,159 shares; 2024Q4: 2,014 shares; 2025Q1: 2,372 shares; 2025Q2: 1,777 shares; 2025Q3: 2,907 shares; 2025Q4: 2,564 shares 2,564 $831K 0.01% -343 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,186 shares; 2024Q4: 22,236 shares; 2025Q1: 32,317 shares; 2025Q2: 27,902 shares; 2025Q3: 28,059 shares; 2025Q4: 27,929 shares 27,929 $829K 0.01% -130 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,952 shares; 2024Q4: 17,991 shares; 2025Q1: 19,844 shares; 2025Q2: 32,922 shares; 2025Q3: 31,391 shares; 2025Q4: 26,923 shares 26,923 $820K 0.01% -4,468 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 20,760 shares 20,760 $804K 0.01% +20,625 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 11,039 shares; 2025Q1: 10,527 shares; 2025Q2: 10,098 shares; 2025Q3: 10,295 shares; 2025Q4: 10,291 shares 10,291 $799K 0.01% -4 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: 2,178 shares; 2024Q4: 2,065 shares; 2025Q1: 1,597 shares; 2025Q2: 1,737 shares; 2025Q3: 5,914 shares; 2025Q4: 4,522 shares 4,522 $794K 0.01% -1,392 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,000 shares; 2025Q1: 25,000 shares; 2025Q2: 22,000 shares; 2025Q3: 17,000 shares; 2025Q4: 11,000 shares 11,000 $789K 0.01% -6,000 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 6,283 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 10,080 shares; 2025Q4: 10,721 shares 10,721 $789K 0.01% +641 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 29,792 shares; 2025Q3: 28,265 shares; 2025Q4: 16,424 shares 16,424 $783K 0.01% -11,841 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,975 shares; 2024Q4: 12,475 shares; 2025Q1: 17,593 shares; 2025Q2: 10,431 shares; 2025Q3: 9,356 shares; 2025Q4: 5,732 shares 5,732 $779K 0.01% -3,624 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 4,015 shares; 2025Q3: 3,684 shares; 2025Q4: 3,669 shares 3,669 $775K 0.01% -15 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $774K 0.01% 0 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,483 shares; 2024Q4: 14,546 shares; 2025Q1: 14,201 shares; 2025Q2: 15,095 shares; 2025Q3: 15,152 shares; 2025Q4: 15,078 shares 15,078 $749K 0.01% -74 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: 1,084 shares; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 1,104 shares; 2025Q3: 1,305 shares; 2025Q4: 904 shares 904 $742K 0.01% -401 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: 8,611 shares; 2024Q4: 8,681 shares; 2025Q1: 7,283 shares; 2025Q2: 6,285 shares; 2025Q3: 4,431 shares; 2025Q4: 2,498 shares 2,498 $739K 0.01% -1,933 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,540 shares; 2025Q3: 34,698 shares; 2025Q4: 34,514 shares 34,514 $738K 0.01% -184 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,520 shares; 2024Q4: 16,923 shares; 2025Q1: 15,633 shares; 2025Q2: 15,744 shares; 2025Q3: 15,816 shares; 2025Q4: 15,732 shares 15,732 $728K 0.01% -84 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 10,558 shares; 2025Q1: 10,771 shares; 2025Q2: 10,363 shares; 2025Q3: 9,957 shares; 2025Q4: 8,836 shares 8,836 $725K 0.01% -1,121 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 3,664 shares; 2025Q3: 3,733 shares; 2025Q4: 3,136 shares 3,136 $718K 0.01% -597 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,946 shares; 2024Q4: 18,747 shares; 2025Q1: 20,576 shares; 2025Q2: 20,492 shares; 2025Q3: 15,460 shares; 2025Q4: 7,031 shares 7,031 $709K 0.01% -8,429 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: 16,077 shares; 2024Q4: 16,084 shares; 2025Q1: 16,616 shares; 2025Q2: 15,854 shares; 2025Q3: 15,124 shares; 2025Q4: 11,636 shares 11,636 $705K 0.01% -3,488 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,321 shares; 2024Q4: 15,188 shares; 2025Q1: 15,900 shares; 2025Q2: 16,102 shares; 2025Q3: 15,710 shares; 2025Q4: 15,685 shares 15,685 $700K 0.01% -25 Timeline TILT 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 2,374 shares; 2025Q2: 2,813 shares; 2025Q3: 2,802 shares; 2025Q4: 2,802 shares 2,802 $697K 0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,307 shares; 2025Q2: 7,306 shares; 2025Q3: 7,477 shares; 2025Q4: 7,145 shares 7,145 $681K 0.01% -332 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,113 shares; 2024Q4: 8,081 shares; 2025Q1: 8,794 shares; 2025Q2: 7,205 shares; 2025Q3: 7,189 shares; 2025Q4: 7,154 shares 7,154 $673K 0.01% -35 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,893 shares; 2025Q4: 1,748 shares 1,748 $664K 0.01% -145 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 4,325 shares; 2025Q1: 4,376 shares; 2025Q2: 4,202 shares; 2025Q3: 3,987 shares; 2025Q4: 3,615 shares 3,615 $661K 0.01% -372 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 2,836 shares; 2025Q1: 8,354 shares; 2025Q2: 12,600 shares; 2025Q3: 23,151 shares; 2025Q4: 14,471 shares 14,471 $654K 0.01% -8,680 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 14,127 shares; 2025Q1: 12,347 shares; 2025Q2: 13,916 shares; 2025Q3: 13,907 shares; 2025Q4: 13,833 shares 13,833 $650K 0.01% -74 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,604 shares; 2025Q2: 16,919 shares; 2025Q3: 10,229 shares; 2025Q4: 6,271 shares 6,271 $641K 0.01% -3,958 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,757 shares 7,757 $639K 0.01% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,993 shares; 2024Q4: 8,993 shares; 2025Q1: 12,293 shares; 2025Q2: 12,293 shares; 2025Q3: 12,183 shares; 2025Q4: 12,183 shares 12,183 $639K 0.01% 0 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE 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: 21,512 shares; 2025Q3: 21,766 shares; 2025Q4: 21,006 shares 21,006 $634K 0.01% -760 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 17,553 shares; 2025Q2: 17,553 shares; 2025Q3: 17,553 shares; 2025Q4: 17,553 shares 17,553 $631K 0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,492 shares; 2024Q4: 10,601 shares; 2025Q1: 25,707 shares; 2025Q2: 10,111 shares; 2025Q3: 9,600 shares; 2025Q4: 8,459 shares 8,459 $630K 0.01% -1,141 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 9,724 shares; 2025Q1: 10,453 shares; 2025Q2: 8,550 shares; 2025Q3: 8,530 shares; 2025Q4: 8,487 shares 8,487 $628K 0.01% -43 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,985 shares; 2024Q4: 7,516 shares; 2025Q1: 9,120 shares; 2025Q2: 9,693 shares; 2025Q3: 9,727 shares; 2025Q4: 8,464 shares 8,464 $628K 0.01% -1,263 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,767 shares 41,767 $627K 0.01% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,126 shares; 2024Q4: 5,649 shares; 2025Q1: 5,735 shares; 2025Q2: 4,775 shares; 2025Q3: 4,765 shares; 2025Q4: 4,696 shares 4,696 $624K 0.01% -69 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,532 shares; 2025Q1: 3,375 shares; 2025Q2: 3,162 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares 2,989 $620K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,808 shares; 2025Q1: 10,783 shares; 2025Q2: 17,790 shares; 2025Q3: 10,926 shares; 2025Q4: 9,217 shares 9,217 $619K 0.01% -1,709 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,233 shares; 2025Q2: 7,246 shares; 2025Q3: 7,281 shares; 2025Q4: 6,797 shares 6,797 $619K 0.01% -484 Timeline