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: 966,121 shares; 2024Q4: 950,154 shares; 2025Q1: 944,855 shares; 2025Q2: 936,839 shares; 2025Q3: 919,347 shares; 2025Q4: 903,355 shares 903,355 $437M 5.54% -15,992 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: 1,667,025 shares; 2024Q4: 1,629,043 shares; 2025Q1: 1,620,212 shares; 2025Q2: 1,598,545 shares; 2025Q3: 1,573,121 shares; 2025Q4: 1,387,611 shares 1,387,611 $434M 5.51% -185,510 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: 4,196,615 shares; 2024Q4: 4,309,805 shares; 2025Q1: 4,546,151 shares; 2025Q2: 4,581,466 shares; 2025Q3: 4,443,042 shares; 2025Q4: 6,015,226 shares 6,015,226 $397M 5.04% +1,572,184 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: 1,765,460 shares; 2024Q4: 1,693,183 shares; 2025Q1: 1,648,360 shares; 2025Q2: 1,529,670 shares; 2025Q3: 1,495,356 shares; 2025Q4: 1,368,537 shares 1,368,537 $372M 4.72% -126,819 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: 1,619,754 shares; 2024Q4: 1,589,671 shares; 2025Q1: 1,416,846 shares; 2025Q2: 1,472,534 shares; 2025Q3: 1,450,926 shares; 2025Q4: 1,418,655 shares 1,418,655 $327M 4.15% -32,271 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: 1,643,246 shares; 2024Q4: 1,574,481 shares; 2025Q1: 1,556,480 shares; 2025Q2: 1,550,657 shares; 2025Q3: 1,485,490 shares; 2025Q4: 1,497,363 shares 1,497,363 $279M 3.54% +11,873 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 398 shares; 2025Q1: 389 shares; 2025Q2: 382 shares; 2025Q3: 368 shares; 2025Q4: 353 shares 353 $266M 3.38% -15 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: 3,045,885 shares; 2024Q4: 3,145,444 shares; 2025Q1: 3,138,975 shares; 2025Q2: 3,080,951 shares; 2025Q3: 4,009,526 shares; 2025Q4: 4,165,019 shares 4,165,019 $260M 3.3% +155,493 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: 412,163 shares; 2024Q4: 403,687 shares; 2025Q1: 394,500 shares; 2025Q2: 394,630 shares; 2025Q3: 391,015 shares; 2025Q4: 380,742 shares 380,742 $217M 2.76% -10,273 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: 408,832 shares; 2024Q4: 400,294 shares; 2025Q1: 391,601 shares; 2025Q2: 381,044 shares; 2025Q3: 378,827 shares; 2025Q4: 369,471 shares 369,471 $186M 2.36% -9,356 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: 2,912,910 shares; 2024Q4: 2,936,239 shares; 2025Q1: 3,162,657 shares; 2025Q2: 3,226,154 shares; 2025Q3: 3,232,404 shares; 2025Q4: 3,337,149 shares 3,337,149 $179M 2.28% +104,745 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: 151,924 shares; 2024Q4: 163,326 shares; 2025Q1: 181,949 shares; 2025Q2: 192,841 shares; 2025Q3: 198,247 shares; 2025Q4: 257,894 shares 257,894 $177M 2.24% +59,647 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: 697,655 shares; 2024Q4: 688,793 shares; 2025Q1: 674,297 shares; 2025Q2: 671,927 shares; 2025Q3: 667,696 shares; 2025Q4: 697,106 shares 697,106 $161M 2.05% +29,410 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: 552,321 shares; 2024Q4: 540,393 shares; 2025Q1: 531,888 shares; 2025Q2: 530,730 shares; 2025Q3: 527,676 shares; 2025Q4: 497,685 shares 497,685 $160M 2.03% -29,991 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: 1,378,642 shares; 2024Q4: 1,414,930 shares; 2025Q1: 1,432,464 shares; 2025Q2: 1,447,377 shares; 2025Q3: 1,294,092 shares; 2025Q4: 1,323,661 shares 1,323,661 $159M 2.02% +29,569 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: 442,513 shares; 2024Q4: 431,018 shares; 2025Q1: 427,770 shares; 2025Q2: 420,172 shares; 2025Q3: 417,930 shares; 2025Q4: 408,040 shares 408,040 $143M 1.82% -9,890 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: 361,368 shares; 2024Q4: 707,952 shares; 2025Q1: 703,184 shares; 2025Q2: 698,318 shares; 2025Q3: 687,322 shares; 2025Q4: 674,387 shares 674,387 $124M 1.58% -12,935 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: 174,823 shares; 2024Q4: 171,305 shares; 2025Q1: 172,848 shares; 2025Q2: 184,759 shares; 2025Q3: 182,193 shares; 2025Q4: 184,106 shares 184,106 $122M 1.54% +1,913 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: 433,424 shares; 2024Q4: 427,416 shares; 2025Q1: 400,230 shares; 2025Q2: 393,367 shares; 2025Q3: 369,923 shares; 2025Q4: 347,480 shares 347,480 $120M 1.53% -22,443 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: 206,070 shares; 2024Q4: 201,986 shares; 2025Q1: 202,214 shares; 2025Q2: 201,265 shares; 2025Q3: 199,084 shares; 2025Q4: 219,986 shares 219,986 $115M 1.46% +20,902 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: 694,620 shares; 2024Q4: 688,153 shares; 2025Q1: 684,112 shares; 2025Q2: 688,961 shares; 2025Q3: 687,625 shares; 2025Q4: 691,568 shares 691,568 $108M 1.38% +3,943 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: 375,442 shares; 2024Q4: 372,513 shares; 2025Q1: 370,541 shares; 2025Q2: 370,974 shares; 2025Q3: 420,832 shares; 2025Q4: 446,441 shares 446,441 $108M 1.37% +25,609 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: 175,266 shares; 2024Q4: 173,663 shares; 2025Q1: 172,146 shares; 2025Q2: 173,388 shares; 2025Q3: 170,946 shares; 2025Q4: 169,622 shares 169,622 $96.1M 1.22% -1,324 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: 406,746 shares; 2024Q4: 387,827 shares; 2025Q1: 376,994 shares; 2025Q2: 374,707 shares; 2025Q3: 375,367 shares; 2025Q4: 305,698 shares 305,698 $95.9M 1.22% -69,669 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,761 shares; 2024Q4: 229,920 shares; 2025Q1: 241,420 shares; 2025Q2: 255,599 shares; 2025Q3: 263,157 shares; 2025Q4: 284,325 shares 284,325 $94.5M 1.2% +21,168 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: 424,364 shares; 2024Q4: 412,772 shares; 2025Q1: 406,177 shares; 2025Q2: 404,372 shares; 2025Q3: 399,834 shares; 2025Q4: 398,118 shares 398,118 $90.7M 1.15% -1,716 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: 175,978 shares; 2024Q4: 172,829 shares; 2025Q1: 175,836 shares; 2025Q2: 174,923 shares; 2025Q3: 174,188 shares; 2025Q4: 158,168 shares 158,168 $87.4M 1.11% -16,020 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: 88,598 shares; 2025Q1: 87,733 shares; 2025Q2: 86,470 shares; 2025Q3: 86,335 shares; 2025Q4: 79,621 shares 79,621 $85.2M 1.08% -6,714 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: 133,781 shares; 2024Q4: 132,417 shares; 2025Q1: 140,237 shares; 2025Q2: 143,614 shares; 2025Q3: 142,220 shares; 2025Q4: 141,442 shares 141,442 $82M 1.04% -778 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: 230,413 shares; 2024Q4: 222,546 shares; 2025Q1: 213,831 shares; 2025Q2: 205,988 shares; 2025Q3: 174,431 shares; 2025Q4: 172,114 shares 172,114 $81.5M 1.03% -2,317 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: 71,888 shares; 2024Q4: 67,966 shares; 2025Q1: 66,228 shares; 2025Q2: 65,990 shares; 2025Q3: 75,756 shares; 2025Q4: 423,815 shares 423,815 $64.9M 0.82% +348,059 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: 394,388 shares; 2024Q4: 387,861 shares; 2025Q1: 386,592 shares; 2025Q2: 382,126 shares; 2025Q3: 378,748 shares; 2025Q4: 392,973 shares 392,973 $63.6M 0.81% +14,225 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: 51,698 shares; 2024Q4: 51,506 shares; 2025Q1: 51,698 shares; 2025Q2: 51,207 shares; 2025Q3: 51,245 shares; 2025Q4: 49,999 shares 49,999 $60.8M 0.77% -1,246 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: 6,198 shares; 2024Q4: 5,820 shares; 2025Q1: 5,820 shares; 2025Q2: 6,809 shares; 2025Q3: 276,768 shares; 2025Q4: 316,978 shares 316,978 $60.7M 0.77% +40,210 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: 800,146 shares; 2024Q4: 679,167 shares; 2025Q1: 679,067 shares; 2025Q2: 651,917 shares; 2025Q3: 650,855 shares; 2025Q4: 649,938 shares 649,938 $60.6M 0.77% -917 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: 1,780 shares; 2024Q4: 2,105 shares; 2025Q1: 41,463 shares; 2025Q2: 46,093 shares; 2025Q3: 148,107 shares; 2025Q4: 179,770 shares 179,770 $57.5M 0.73% +31,663 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: 27,145 shares; 2024Q4: 26,841 shares; 2025Q1: 59,208 shares; 2025Q2: 67,713 shares; 2025Q3: 68,229 shares; 2025Q4: 69,583 shares 69,583 $56.3M 0.71% +1,354 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: 368,083 shares; 2024Q4: 364,036 shares; 2025Q1: 385,699 shares; 2025Q2: 377,072 shares; 2025Q3: 273,076 shares; 2025Q4: 267,626 shares 267,626 $56.3M 0.71% -5,450 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: 72,572 shares; 2024Q4: 153,299 shares; 2025Q1: 131,260 shares; 2025Q2: 174,072 shares; 2025Q3: 172,404 shares; 2025Q4: 172,894 shares 172,894 $54M 0.69% +490 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: 67,345 shares; 2024Q4: 66,590 shares; 2025Q1: 57,322 shares; 2025Q2: 95,738 shares; 2025Q3: 124,706 shares; 2025Q4: 144,689 shares 144,689 $50.9M 0.65% +19,983 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: 273,855 shares; 2024Q4: 271,631 shares; 2025Q1: 274,122 shares; 2025Q2: 270,631 shares; 2025Q3: 270,814 shares; 2025Q4: 266,038 shares 266,038 $50M 0.63% -4,776 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,667 shares; 2024Q4: 74,925 shares; 2025Q1: 81,606 shares; 2025Q2: 82,292 shares; 2025Q3: 80,902 shares; 2025Q4: 80,991 shares 80,991 $49M 0.62% +89 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: 843,799 shares; 2024Q4: 842,526 shares; 2025Q1: 789,642 shares; 2025Q2: 784,671 shares; 2025Q3: 636,169 shares; 2025Q4: 643,712 shares 643,712 $47.4M 0.6% +7,543 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: 142,803 shares; 2024Q4: 141,003 shares; 2025Q1: 144,604 shares; 2025Q2: 143,223 shares; 2025Q3: 140,689 shares; 2025Q4: 122,381 shares 122,381 $42.8M 0.54% -18,308 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: 180,286 shares; 2024Q4: 179,866 shares; 2025Q1: 192,031 shares; 2025Q2: 189,972 shares; 2025Q3: 192,089 shares; 2025Q4: 187,387 shares 187,387 $42.8M 0.54% -4,702 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: 1,503,638 shares; 2024Q4: 1,500,422 shares; 2025Q1: 1,497,422 shares; 2025Q2: 1,494,949 shares; 2025Q3: 1,492,752 shares; 2025Q4: 797,279 shares 797,279 $42.5M 0.54% -695,473 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: 362,950 shares; 2024Q4: 294,141 shares; 2025Q1: 282,812 shares; 2025Q2: 288,401 shares; 2025Q3: 286,021 shares; 2025Q4: 232,540 shares 232,540 $40.2M 0.51% -53,481 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: 48,181 shares; 2024Q4: 47,292 shares; 2025Q1: 47,370 shares; 2025Q2: 47,145 shares; 2025Q3: 47,301 shares; 2025Q4: 45,265 shares 45,265 $39M 0.5% -2,036 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: 115,090 shares; 2024Q4: 111,874 shares; 2025Q1: 106,108 shares; 2025Q2: 103,724 shares; 2025Q3: 111,587 shares; 2025Q4: 107,367 shares 107,367 $36.9M 0.47% -4,220 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,850 shares; 2024Q4: 863,282 shares; 2025Q1: 822,519 shares; 2025Q2: 726,009 shares; 2025Q3: 701,576 shares; 2025Q4: 915,183 shares 915,183 $35.8M 0.45% +213,607 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: 350,872 shares; 2024Q4: 367,279 shares; 2025Q1: 367,494 shares; 2025Q2: 366,794 shares; 2025Q3: 368,106 shares; 2025Q4: 336,859 shares 336,859 $35.4M 0.45% -31,247 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,268 shares; 2024Q4: 451,053 shares; 2025Q1: 443,258 shares; 2025Q2: 440,438 shares; 2025Q3: 434,678 shares; 2025Q4: 412,247 shares 412,247 $32.5M 0.41% -22,431 Timeline FINN FIRST NATL OF NEBRASKA INC More: the full row for FIRST NATL OF NEBRASKA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 2,048 shares; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 2,079 shares; 2025Q4: 2,043 shares 2,043 $31.7M 0.4% -36 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: 250,886 shares; 2024Q4: 247,521 shares; 2025Q1: 247,982 shares; 2025Q2: 244,639 shares; 2025Q3: 246,039 shares; 2025Q4: 240,377 shares 240,377 $30.1M 0.38% -5,662 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: 93,542 shares; 2024Q4: 92,828 shares; 2025Q1: 92,723 shares; 2025Q2: 91,278 shares; 2025Q3: 92,291 shares; 2025Q4: 88,593 shares 88,593 $29M 0.37% -3,698 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: 207,446 shares; 2024Q4: 208,226 shares; 2025Q1: 217,155 shares; 2025Q2: 211,446 shares; 2025Q3: 218,217 shares; 2025Q4: 211,268 shares 211,268 $28.6M 0.36% -6,949 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: 7,274 shares; 2024Q4: 7,805 shares; 2025Q1: 8,232 shares; 2025Q2: 8,335 shares; 2025Q3: 8,251 shares; 2025Q4: 8,341 shares 8,341 $28.3M 0.36% +90 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,122 shares; 2024Q4: 411,095 shares; 2025Q1: 412,869 shares; 2025Q2: 411,850 shares; 2025Q3: 416,833 shares; 2025Q4: 412,319 shares 412,319 $27.7M 0.35% -4,514 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: 100,286 shares; 2024Q4: 99,714 shares; 2025Q1: 98,010 shares; 2025Q2: 94,402 shares; 2025Q3: 93,768 shares; 2025Q4: 88,700 shares 88,700 $27.1M 0.34% -5,068 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: 216,720 shares; 2024Q4: 214,356 shares; 2025Q1: 212,948 shares; 2025Q2: 206,828 shares; 2025Q3: 205,636 shares; 2025Q4: 188,855 shares 188,855 $27.1M 0.34% -16,781 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: 85,824 shares; 2024Q4: 84,893 shares; 2025Q1: 83,567 shares; 2025Q2: 82,783 shares; 2025Q3: 83,667 shares; 2025Q4: 82,205 shares 82,205 $26.6M 0.34% -1,462 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: 72,229 shares; 2024Q4: 67,473 shares; 2025Q1: 71,001 shares; 2025Q2: 71,492 shares; 2025Q3: 66,107 shares; 2025Q4: 61,869 shares 61,869 $26.5M 0.34% -4,238 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 11,464 shares; 2025Q1: 10,924 shares; 2025Q2: 11,047 shares; 2025Q3: 11,513 shares; 2025Q4: 23,822 shares 23,822 $25.6M 0.32% +12,309 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: 100,511 shares; 2024Q4: 99,115 shares; 2025Q1: 99,776 shares; 2025Q2: 97,652 shares; 2025Q3: 98,665 shares; 2025Q4: 95,162 shares 95,162 $24.5M 0.31% -3,503 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,027 shares; 2024Q4: 241,988 shares; 2025Q1: 320,614 shares; 2025Q2: 461,795 shares; 2025Q3: 481,273 shares; 2025Q4: 396,378 shares 396,378 $24.1M 0.31% -84,895 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: 306,414 shares; 2024Q4: 302,339 shares; 2025Q1: 283,173 shares; 2025Q2: 303,336 shares; 2025Q3: 104,448 shares; 2025Q4: 68,137 shares 68,137 $22.5M 0.29% -36,311 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: 151,924 shares; 2024Q4: 149,958 shares; 2025Q1: 151,484 shares; 2025Q2: 148,313 shares; 2025Q3: 151,767 shares; 2025Q4: 145,736 shares 145,736 $22.4M 0.28% -6,031 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: 276,861 shares; 2024Q4: 267,830 shares; 2025Q1: 271,553 shares; 2025Q2: 267,452 shares; 2025Q3: 260,121 shares; 2025Q4: 172,730 shares 172,730 $21.7M 0.28% -87,391 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,510 shares; 2024Q4: 53,428 shares; 2025Q1: 53,440 shares; 2025Q2: 52,298 shares; 2025Q3: 52,906 shares; 2025Q4: 50,746 shares 50,746 $21.6M 0.27% -2,160 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: 150,833 shares; 2024Q4: 148,552 shares; 2025Q1: 148,007 shares; 2025Q2: 148,448 shares; 2025Q3: 150,454 shares; 2025Q4: 140,590 shares 140,590 $21.4M 0.27% -9,864 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: 31,827 shares; 2024Q4: 31,507 shares; 2025Q1: 31,918 shares; 2025Q2: 31,279 shares; 2025Q3: 31,625 shares; 2025Q4: 30,547 shares 30,547 $20.2M 0.26% -1,078 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: 149,329 shares; 2024Q4: 149,179 shares; 2025Q1: 146,724 shares; 2025Q2: 147,810 shares; 2025Q3: 147,155 shares; 2025Q4: 208,896 shares 208,896 $20.1M 0.26% +61,741 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: 46,468 shares; 2024Q4: 46,511 shares; 2025Q1: 48,138 shares; 2025Q2: 59,883 shares; 2025Q3: 59,546 shares; 2025Q4: 67,485 shares 67,485 $19.6M 0.25% +7,939 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: 29,289 shares; 2024Q4: 29,597 shares; 2025Q1: 29,533 shares; 2025Q2: 29,366 shares; 2025Q3: 28,859 shares; 2025Q4: 30,873 shares 30,873 $19.4M 0.25% +2,014 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,722 shares; 2024Q4: 63,009 shares; 2025Q1: 62,783 shares; 2025Q2: 59,952 shares; 2025Q3: 72,951 shares; 2025Q4: 68,310 shares 68,310 $18.3M 0.23% -4,641 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,772 shares; 2024Q4: 134,235 shares; 2025Q1: 134,607 shares; 2025Q2: 129,638 shares; 2025Q3: 131,989 shares; 2025Q4: 127,812 shares 127,812 $16.3M 0.21% -4,177 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: 84,971 shares; 2024Q4: 80,612 shares; 2025Q1: 74,698 shares; 2025Q2: 77,996 shares; 2025Q3: 76,933 shares; 2025Q4: 76,622 shares 76,622 $15.9M 0.2% -311 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: 264,665 shares; 2024Q4: 261,024 shares; 2025Q1: 263,215 shares; 2025Q2: 256,663 shares; 2025Q3: 262,107 shares; 2025Q4: 251,765 shares 251,765 $15.1M 0.19% -10,342 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,220 shares; 2024Q4: 17,612 shares; 2025Q1: 17,892 shares; 2025Q2: 17,640 shares; 2025Q3: 17,900 shares; 2025Q4: 17,054 shares 17,054 $15M 0.19% -846 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 70,391 shares; 2025Q1: 100,595 shares; 2025Q2: 104,136 shares; 2025Q3: 106,949 shares; 2025Q4: 106,662 shares 106,662 $14.6M 0.18% -287 Timeline SMMD 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: 5,860 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184,192 shares 184,192 $13.8M 0.18% new 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: 44,339 shares; 2024Q4: 49,405 shares; 2025Q1: 75,274 shares; 2025Q2: 73,019 shares; 2025Q3: 76,196 shares; 2025Q4: 73,889 shares 73,889 $13.7M 0.17% -2,307 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: 120,120 shares; 2024Q4: 123,965 shares; 2025Q1: 138,824 shares; 2025Q2: 139,235 shares; 2025Q3: 143,232 shares; 2025Q4: 139,663 shares 139,663 $11.4M 0.15% -3,569 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,447 shares; 2024Q4: 65,342 shares; 2025Q1: 67,257 shares; 2025Q2: 64,883 shares; 2025Q3: 65,598 shares; 2025Q4: 62,279 shares 62,279 $11.3M 0.14% -3,319 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,731 shares; 2024Q4: 117,661 shares; 2025Q1: 123,257 shares; 2025Q2: 121,456 shares; 2025Q3: 161,000 shares; 2025Q4: 121,589 shares 121,589 $10.3M 0.13% -39,411 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: 32,903 shares; 2024Q4: 32,916 shares; 2025Q1: 33,366 shares; 2025Q2: 41,071 shares; 2025Q3: 39,832 shares; 2025Q4: 39,702 shares 39,702 $10.2M 0.13% -130 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,645 shares; 2024Q4: 130,645 shares; 2025Q1: 124,214 shares; 2025Q2: 124,121 shares; 2025Q3: 123,089 shares; 2025Q4: 122,512 shares 122,512 $9.9M 0.13% -577 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: 83,227 shares; 2024Q4: 92,389 shares; 2025Q1: 87,068 shares; 2025Q2: 86,770 shares; 2025Q3: 90,035 shares; 2025Q4: 87,906 shares 87,906 $9.79M 0.12% -2,129 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,647 shares; 2024Q4: 68,802 shares; 2025Q1: 70,984 shares; 2025Q2: 72,202 shares; 2025Q3: 69,906 shares; 2025Q4: 41,266 shares 41,266 $9.44M 0.12% -28,640 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: 77,309 shares; 2024Q4: 77,227 shares; 2025Q1: 76,478 shares; 2025Q2: 75,584 shares; 2025Q3: 76,446 shares; 2025Q4: 75,460 shares 75,460 $9.08M 0.12% -986 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: 148,071 shares; 2024Q4: 139,659 shares; 2025Q1: 81,259 shares; 2025Q2: 57,696 shares; 2025Q3: 54,029 shares; 2025Q4: 49,527 shares 49,527 $8.7M 0.11% -4,502 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,170 shares; 2024Q4: 28,454 shares; 2025Q1: 28,236 shares; 2025Q2: 28,161 shares; 2025Q3: 28,269 shares; 2025Q4: 26,283 shares 26,283 $8.37M 0.11% -1,986 Timeline PEM HOLDING COMAPNY, LLC PEM HOLDING COMAPNY, LLC More: the full row for PEM HOLDING COMAPNY, LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $8.29M 0.11% 0 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: 70,202 shares; 2024Q4: 70,234 shares; 2025Q1: 64,882 shares; 2025Q2: 61,488 shares; 2025Q3: 53,629 shares; 2025Q4: 49,619 shares 49,619 $7.96M 0.1% -4,010 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,485 shares; 2024Q4: 567,485 shares; 2025Q1: 567,485 shares; 2025Q2: 567,485 shares; 2025Q3: 503,627 shares; 2025Q4: 277,987 shares 277,987 $7.78M 0.1% -225,640 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: 398 shares; 2024Q4: 386 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,621 shares 12,621 $7.24M 0.09% new 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: 4,603 shares; 2024Q4: 4,740 shares; 2025Q1: 4,473 shares; 2025Q2: 4,443 shares; 2025Q3: 10,595 shares; 2025Q4: 10,595 shares 10,595 $7.23M 0.09% 0 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: 192,363 shares; 2024Q4: 192,363 shares; 2025Q1: 192,363 shares; 2025Q2: 203,738 shares; 2025Q3: 214,461 shares; 2025Q4: 214,327 shares 214,327 $6.87M 0.09% -134 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: 20,632 shares; 2024Q4: 20,632 shares; 2025Q1: 20,632 shares; 2025Q2: 20,632 shares; 2025Q3: 20,632 shares; 2025Q4: 35,007 shares 35,007 $6.34M 0.08% +14,375 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: 25,099 shares; 2024Q4: 25,335 shares; 2025Q1: 25,335 shares; 2025Q2: 25,079 shares; 2025Q3: 25,016 shares; 2025Q4: 25,016 shares 25,016 $6.16M 0.08% 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: 60,314 shares; 2024Q4: 59,189 shares; 2025Q1: 56,446 shares; 2025Q2: 56,268 shares; 2025Q3: 59,002 shares; 2025Q4: 56,735 shares 56,735 $5.97M 0.08% -2,267 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: 42,375 shares; 2024Q4: 43,782 shares; 2025Q1: 42,655 shares; 2025Q2: 41,859 shares; 2025Q3: 41,795 shares; 2025Q4: 40,607 shares 40,607 $5.82M 0.07% -1,188 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 3,570 shares; 2025Q1: 7,169 shares; 2025Q2: 8,227 shares; 2025Q3: 5,863 shares; 2025Q4: 6,149 shares 6,149 $5.74M 0.07% +286 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: 117,677 shares; 2024Q4: 112,717 shares; 2025Q1: 116,050 shares; 2025Q2: 117,111 shares; 2025Q3: 116,580 shares; 2025Q4: 104,719 shares 104,719 $5.73M 0.07% -11,861 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,482 shares; 2024Q4: 67,482 shares; 2025Q1: 67,482 shares; 2025Q2: 67,482 shares; 2025Q3: 103,351 shares; 2025Q4: 103,351 shares 103,351 $5.52M 0.07% 0 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: 78,643 shares; 2024Q4: 78,583 shares; 2025Q1: 72,640 shares; 2025Q2: 72,187 shares; 2025Q3: 74,012 shares; 2025Q4: 69,782 shares 69,782 $5.38M 0.07% -4,230 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: 29,127 shares; 2024Q4: 29,424 shares; 2025Q1: 29,135 shares; 2025Q2: 29,160 shares; 2025Q3: 29,531 shares; 2025Q4: 29,117 shares 29,117 $5.34M 0.07% -414 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: 46,501 shares; 2024Q4: 47,135 shares; 2025Q1: 46,753 shares; 2025Q2: 46,875 shares; 2025Q3: 46,646 shares; 2025Q4: 43,241 shares 43,241 $5.33M 0.07% -3,405 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: 12,912 shares; 2024Q4: 12,625 shares; 2025Q1: 13,008 shares; 2025Q2: 12,484 shares; 2025Q3: 11,140 shares; 2025Q4: 11,018 shares 11,018 $4.96M 0.06% -122 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: 264,422 shares; 2024Q4: 264,422 shares; 2025Q1: 264,422 shares; 2025Q2: 264,422 shares; 2025Q3: 282,996 shares; 2025Q4: 299,182 shares 299,182 $4.93M 0.06% +16,186 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: 4,399 shares; 2024Q4: 5,203 shares; 2025Q1: 10,998 shares; 2025Q2: 12,698 shares; 2025Q3: 13,505 shares; 2025Q4: 14,207 shares 14,207 $4.83M 0.06% +702 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,460 shares; 2024Q4: 26,436 shares; 2025Q1: 26,436 shares; 2025Q2: 23,429 shares; 2025Q3: 23,264 shares; 2025Q4: 23,264 shares 23,264 $4.62M 0.06% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,964 shares; 2024Q4: 28,947 shares; 2025Q1: 61,175 shares; 2025Q2: 70,610 shares; 2025Q3: 112,721 shares; 2025Q4: 118,557 shares 118,557 $4.54M 0.06% +5,836 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,512 shares; 2024Q4: 22,526 shares; 2025Q1: 22,363 shares; 2025Q2: 22,452 shares; 2025Q3: 22,446 shares; 2025Q4: 22,450 shares 22,450 $4.38M 0.06% +4 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: 22,622 shares; 2024Q4: 22,661 shares; 2025Q1: 22,461 shares; 2025Q2: 22,089 shares; 2025Q3: 22,089 shares; 2025Q4: 22,278 shares 22,278 $4.34M 0.06% +189 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 6,165 shares; 2025Q1: 14,122 shares; 2025Q2: 21,162 shares; 2025Q3: 28,122 shares; 2025Q4: 29,581 shares 29,581 $4.28M 0.05% +1,459 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: 9,031 shares; 2024Q4: 9,038 shares; 2025Q1: 8,886 shares; 2025Q2: 8,576 shares; 2025Q3: 8,476 shares; 2025Q4: 8,270 shares 8,270 $4.06M 0.05% -206 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: 13,848 shares; 2024Q4: 13,501 shares; 2025Q1: 9,242 shares; 2025Q2: 13,418 shares; 2025Q3: 13,418 shares; 2025Q4: 13,429 shares 13,429 $3.98M 0.05% +11 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: 29,991 shares; 2024Q4: 29,991 shares; 2025Q1: 30,048 shares; 2025Q2: 30,048 shares; 2025Q3: 30,739 shares; 2025Q4: 27,848 shares 27,848 $3.93M 0.05% -2,891 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,059 shares; 2024Q4: 46,070 shares; 2025Q1: 40,208 shares; 2025Q2: 40,208 shares; 2025Q3: 40,788 shares; 2025Q4: 42,801 shares 42,801 $3.83M 0.05% +2,013 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: 17,058 shares; 2024Q4: 17,058 shares; 2025Q1: 17,258 shares; 2025Q2: 17,250 shares; 2025Q3: 17,261 shares; 2025Q4: 17,214 shares 17,214 $3.78M 0.05% -47 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: 54,156 shares; 2024Q4: 54,899 shares; 2025Q1: 51,201 shares; 2025Q2: 53,251 shares; 2025Q3: 53,380 shares; 2025Q4: 53,534 shares 53,534 $3.74M 0.05% +154 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: 8,336 shares; 2024Q4: 8,261 shares; 2025Q1: 8,141 shares; 2025Q2: 8,116 shares; 2025Q3: 8,091 shares; 2025Q4: 8,008 shares 8,008 $3.73M 0.05% -83 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: 15,967 shares; 2024Q4: 24,682 shares; 2025Q1: 28,666 shares; 2025Q2: 28,515 shares; 2025Q3: 28,505 shares; 2025Q4: 31,122 shares 31,122 $3.54M 0.04% +2,617 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,986 shares; 2025Q1: 4,040 shares; 2025Q2: 4,646 shares; 2025Q3: 9,159 shares; 2025Q4: 8,552 shares 8,552 $3.45M 0.04% -607 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 24,997 shares; 2025Q1: 52,823 shares; 2025Q2: 60,964 shares; 2025Q3: 64,878 shares; 2025Q4: 68,238 shares 68,238 $3.41M 0.04% +3,360 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: 5,760 shares; 2025Q1: 11,684 shares; 2025Q2: 12,767 shares; 2025Q3: 13,527 shares; 2025Q4: 14,035 shares 14,035 $3.36M 0.04% +508 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: 5,881 shares; 2024Q4: 5,770 shares; 2025Q1: 5,615 shares; 2025Q2: 5,578 shares; 2025Q3: 6,030 shares; 2025Q4: 5,851 shares 5,851 $3.35M 0.04% -179 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: 34,449 shares; 2024Q4: 34,429 shares; 2025Q1: 32,265 shares; 2025Q2: 32,796 shares; 2025Q3: 29,099 shares; 2025Q4: 25,636 shares 25,636 $3.31M 0.04% -3,463 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: 19,421 shares; 2024Q4: 15,246 shares; 2025Q1: 14,876 shares; 2025Q2: 14,774 shares; 2025Q3: 14,884 shares; 2025Q4: 15,009 shares 15,009 $3.26M 0.04% +125 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: 61,456 shares; 2024Q4: 61,342 shares; 2025Q1: 61,342 shares; 2025Q2: 63,252 shares; 2025Q3: 60,108 shares; 2025Q4: 55,738 shares 55,738 $3.21M 0.04% -4,370 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: 38,938 shares; 2024Q4: 38,576 shares; 2025Q1: 39,002 shares; 2025Q2: 37,366 shares; 2025Q3: 7,044 shares; 2025Q4: 6,538 shares 6,538 $3.16M 0.04% -506 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: 136,937 shares; 2024Q4: 136,937 shares; 2025Q1: 136,937 shares; 2025Q2: 136,937 shares; 2025Q3: 155,913 shares; 2025Q4: 170,836 shares 170,836 $3.07M 0.04% +14,923 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: 38,020 shares; 2024Q4: 37,398 shares; 2025Q1: 33,018 shares; 2025Q2: 30,267 shares; 2025Q3: 26,606 shares; 2025Q4: 17,682 shares 17,682 $3.07M 0.04% -8,924 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 14,854 shares; 2025Q1: 31,385 shares; 2025Q2: 36,241 shares; 2025Q3: 49,480 shares; 2025Q4: 52,028 shares 52,028 $3.06M 0.04% +2,548 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: 9,439 shares; 2024Q4: 9,610 shares; 2025Q1: 9,453 shares; 2025Q2: 9,540 shares; 2025Q3: 9,604 shares; 2025Q4: 9,744 shares 9,744 $3M 0.04% +140 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: 40,613 shares; 2024Q4: 40,869 shares; 2025Q1: 38,271 shares; 2025Q2: 52,424 shares; 2025Q3: 52,610 shares; 2025Q4: 53,017 shares 53,017 $2.92M 0.04% +407 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: 12,759 shares; 2024Q4: 12,677 shares; 2025Q1: 10,937 shares; 2025Q2: 10,499 shares; 2025Q3: 10,201 shares; 2025Q4: 9,722 shares 9,722 $2.88M 0.04% -479 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: 4,200 shares; 2024Q4: 4,144 shares; 2025Q1: 4,962 shares; 2025Q2: 4,678 shares; 2025Q3: 5,364 shares; 2025Q4: 8,499 shares 8,499 $2.85M 0.04% +3,135 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: 15,248 shares; 2024Q4: 15,248 shares; 2025Q1: 15,248 shares; 2025Q2: 15,258 shares; 2025Q3: 15,258 shares; 2025Q4: 15,258 shares 15,258 $2.82M 0.04% 0 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: 1,590 shares; 2024Q4: 2,375 shares; 2025Q1: 5,027 shares; 2025Q2: 5,802 shares; 2025Q3: 6,164 shares; 2025Q4: 6,482 shares 6,482 $2.7M 0.03% +318 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: 129,518 shares; 2024Q4: 121,056 shares; 2025Q1: 121,052 shares; 2025Q2: 119,160 shares; 2025Q3: 40,715 shares; 2025Q4: 27,635 shares 27,635 $2.7M 0.03% -13,080 Timeline ZURICH INSURANCE GROUP AG ZURICH INSURANCE GROUP AG More: the full row for ZURICH INSURANCE GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 3,447 shares; 2025Q1: 3,447 shares; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 3,447 shares 3,447 $2.63M 0.03% 0 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: 10,490 shares; 2024Q4: 9,133 shares; 2025Q1: 9,133 shares; 2025Q2: 11,202 shares; 2025Q3: 11,251 shares; 2025Q4: 10,806 shares 10,806 $2.62M 0.03% -445 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: 5,508 shares; 2024Q4: 5,589 shares; 2025Q1: 5,720 shares; 2025Q2: 5,870 shares; 2025Q3: 5,624 shares; 2025Q4: 5,299 shares 5,299 $2.59M 0.03% -325 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: 16,828 shares; 2024Q4: 16,828 shares; 2025Q1: 16,548 shares; 2025Q2: 16,265 shares; 2025Q3: 16,135 shares; 2025Q4: 12,055 shares 12,055 $2.56M 0.03% -4,080 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,324 shares; 2024Q4: 28,937 shares; 2025Q1: 26,432 shares; 2025Q2: 26,358 shares; 2025Q3: 26,497 shares; 2025Q4: 26,491 shares 26,491 $2.54M 0.03% -6 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: 10,515 shares; 2024Q4: 10,515 shares; 2025Q1: 10,515 shares; 2025Q2: 10,299 shares; 2025Q3: 10,117 shares; 2025Q4: 10,117 shares 10,117 $2.52M 0.03% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,418 shares; 2024Q4: 16,918 shares; 2025Q1: 35,749 shares; 2025Q2: 41,250 shares; 2025Q3: 43,899 shares; 2025Q4: 46,171 shares 46,171 $2.49M 0.03% +2,272 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: 505 shares; 2024Q4: 496 shares; 2025Q1: 488 shares; 2025Q2: 469 shares; 2025Q3: 473 shares; 2025Q4: 465 shares 465 $2.49M 0.03% -8 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: 22,410 shares; 2024Q4: 21,887 shares; 2025Q1: 21,620 shares; 2025Q2: 21,620 shares; 2025Q3: 21,533 shares; 2025Q4: 21,533 shares 21,533 $2.45M 0.03% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 3,811 shares; 2025Q1: 8,057 shares; 2025Q2: 9,309 shares; 2025Q3: 9,900 shares; 2025Q4: 10,416 shares 10,416 $2.44M 0.03% +516 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,946 shares; 2025Q1: 8,641 shares; 2025Q2: 9,937 shares; 2025Q3: 10,543 shares; 2025Q4: 10,411 shares 10,411 $2.42M 0.03% -132 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 5,427 shares; 2025Q1: 10,729 shares; 2025Q2: 12,276 shares; 2025Q3: 16,820 shares; 2025Q4: 13,786 shares 13,786 $2.4M 0.03% -3,034 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,709 shares; 2024Q4: 21,407 shares; 2025Q1: 45,241 shares; 2025Q2: 52,231 shares; 2025Q3: 55,602 shares; 2025Q4: 58,480 shares 58,480 $2.39M 0.03% +2,878 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,590 shares; 2024Q4: 37,590 shares; 2025Q1: 33,490 shares; 2025Q2: 35,005 shares; 2025Q3: 38,065 shares; 2025Q4: 38,065 shares 38,065 $2.38M 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,288 shares; 2024Q4: 21,477 shares; 2025Q1: 21,201 shares; 2025Q2: 21,557 shares; 2025Q3: 6,381 shares; 2025Q4: 6,335 shares 6,335 $2.37M 0.03% -46 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: 13,888 shares; 2024Q4: 15,377 shares; 2025Q1: 14,579 shares; 2025Q2: 14,514 shares; 2025Q3: 14,878 shares; 2025Q4: 12,178 shares 12,178 $2.36M 0.03% -2,700 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,120 shares; 2024Q4: 11,204 shares; 2025Q1: 25,793 shares; 2025Q2: 29,775 shares; 2025Q3: 31,699 shares; 2025Q4: 28,400 shares 28,400 $2.28M 0.03% -3,299 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 4,129 shares; 2025Q1: 8,718 shares; 2025Q2: 10,060 shares; 2025Q3: 10,693 shares; 2025Q4: 20,595 shares 20,595 $2.21M 0.03% +9,902 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,374 shares; 2024Q4: 15,391 shares; 2025Q1: 13,336 shares; 2025Q2: 13,114 shares; 2025Q3: 14,417 shares; 2025Q4: 12,927 shares 12,927 $2.21M 0.03% -1,490 Timeline FAIRMONT GROUP, INC. FAIRMONT GROUP, INC. More: the full row for FAIRMONT GROUP, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $2.21M 0.03% 0 CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,713 shares; 2024Q4: 21,142 shares; 2025Q1: 44,673 shares; 2025Q2: 51,552 shares; 2025Q3: 54,862 shares; 2025Q4: 58,076 shares 58,076 $2.14M 0.03% +3,214 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: 10,209 shares; 2024Q4: 12,072 shares; 2025Q1: 25,503 shares; 2025Q2: 29,445 shares; 2025Q3: 31,327 shares; 2025Q4: 27,777 shares 27,777 $2.12M 0.03% -3,550 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: 9,169 shares; 2024Q4: 9,015 shares; 2025Q1: 8,987 shares; 2025Q2: 8,987 shares; 2025Q3: 9,185 shares; 2025Q4: 9,288 shares 9,288 $2.09M 0.03% +103 Timeline REM 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: 47,005 shares; 2024Q4: 47,668 shares; 2025Q1: 47,518 shares; 2025Q2: 66,044 shares; 2025Q3: 121,577 shares; 2025Q4: 94,154 shares 94,154 $2.09M 0.03% -27,423 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,783 shares; 2024Q4: 22,170 shares; 2025Q1: 43,949 shares; 2025Q2: 49,774 shares; 2025Q3: 52,525 shares; 2025Q4: 45,555 shares 45,555 $2.08M 0.03% -6,970 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 9,716 shares; 2025Q1: 9,716 shares; 2025Q2: 9,771 shares; 2025Q3: 10,414 shares; 2025Q4: 9,790 shares 9,790 $2.07M 0.03% -624 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,666 shares; 2024Q4: 30,412 shares; 2025Q1: 19,247 shares; 2025Q2: 19,160 shares; 2025Q3: 19,750 shares; 2025Q4: 15,158 shares 15,158 $2.07M 0.03% -4,592 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,485 shares; 2024Q4: 18,485 shares; 2025Q1: 18,566 shares; 2025Q2: 18,605 shares; 2025Q3: 18,585 shares; 2025Q4: 20,027 shares 20,027 $2.06M 0.03% +1,442 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 13,502 shares; 2025Q1: 15,193 shares; 2025Q2: 17,040 shares; 2025Q3: 18,240 shares; 2025Q4: 19,842 shares 19,842 $2.03M 0.03% +1,602 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: 28,140 shares; 2024Q4: 28,196 shares; 2025Q1: 24,456 shares; 2025Q2: 23,706 shares; 2025Q3: 20,178 shares; 2025Q4: 20,316 shares 20,316 $2.03M 0.03% +138 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,190 shares; 2024Q4: 21,012 shares; 2025Q1: 49,031 shares; 2025Q2: 56,595 shares; 2025Q3: 60,225 shares; 2025Q4: 63,343 shares 63,343 $2.02M 0.03% +3,118 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 5,353 shares; 2025Q1: 4,514 shares; 2025Q2: 4,521 shares; 2025Q3: 6,383 shares; 2025Q4: 6,398 shares 6,398 $2M 0.03% +15 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 2,021 shares; 2025Q1: 4,447 shares; 2025Q2: 5,103 shares; 2025Q3: 5,451 shares; 2025Q4: 5,881 shares 5,881 $1.98M 0.03% +430 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: 26,836 shares; 2024Q4: 27,553 shares; 2025Q1: 23,448 shares; 2025Q2: 26,852 shares; 2025Q3: 26,852 shares; 2025Q4: 26,852 shares 26,852 $1.98M 0.03% 0 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: 58,003 shares; 2024Q4: 65,187 shares; 2025Q1: 63,965 shares; 2025Q2: 64,059 shares; 2025Q3: 65,167 shares; 2025Q4: 48,490 shares 48,490 $1.97M 0.03% -16,677 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,342 shares; 2025Q1: 2,844 shares; 2025Q2: 3,287 shares; 2025Q3: 3,493 shares; 2025Q4: 3,675 shares 3,675 $1.96M 0.02% +182 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,194 shares; 2024Q4: 8,087 shares; 2025Q1: 20,479 shares; 2025Q2: 23,622 shares; 2025Q3: 25,139 shares; 2025Q4: 26,441 shares 26,441 $1.95M 0.02% +1,302 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 4,303 shares; 2025Q1: 8,331 shares; 2025Q2: 9,520 shares; 2025Q3: 10,077 shares; 2025Q4: 10,826 shares 10,826 $1.93M 0.02% +749 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: 18,527 shares; 2024Q4: 16,812 shares; 2025Q1: 13,619 shares; 2025Q2: 16,230 shares; 2025Q3: 23,146 shares; 2025Q4: 28,400 shares 28,400 $1.91M 0.02% +5,254 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: 5,524 shares; 2024Q4: 5,463 shares; 2025Q1: 5,223 shares; 2025Q2: 4,746 shares; 2025Q3: 4,684 shares; 2025Q4: 4,223 shares 4,223 $1.88M 0.02% -461 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: 10,433 shares; 2024Q4: 11,259 shares; 2025Q1: 11,520 shares; 2025Q2: 11,679 shares; 2025Q3: 7,934 shares; 2025Q4: 9,832 shares 9,832 $1.88M 0.02% +1,898 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: 12,606 shares; 2024Q4: 15,226 shares; 2025Q1: 15,190 shares; 2025Q2: 13,550 shares; 2025Q3: 14,450 shares; 2025Q4: 21,121 shares 21,121 $1.88M 0.02% +6,671 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: 109,306 shares; 2024Q4: 103,040 shares; 2025Q1: 83,319 shares; 2025Q2: 81,644 shares; 2025Q3: 79,030 shares; 2025Q4: 62,742 shares 62,742 $1.88M 0.02% -16,288 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: 8,910 shares; 2024Q4: 8,631 shares; 2025Q1: 6,177 shares; 2025Q2: 6,458 shares; 2025Q3: 6,249 shares; 2025Q4: 6,260 shares 6,260 $1.84M 0.02% +11 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: 14,130 shares; 2024Q4: 15,505 shares; 2025Q1: 16,495 shares; 2025Q2: 16,335 shares; 2025Q3: 18,295 shares; 2025Q4: 19,553 shares 19,553 $1.83M 0.02% +1,258 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 3,273 shares; 2025Q1: 6,918 shares; 2025Q2: 7,980 shares; 2025Q3: 8,485 shares; 2025Q4: 8,764 shares 8,764 $1.81M 0.02% +279 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 4,940 shares; 2025Q1: 6,020 shares; 2025Q2: 6,020 shares; 2025Q3: 6,420 shares; 2025Q4: 6,420 shares 6,420 $1.81M 0.02% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,469 shares; 2024Q4: 211,718 shares; 2025Q1: 213,473 shares; 2025Q2: 36,566 shares; 2025Q3: 26,388 shares; 2025Q4: 14,767 shares 14,767 $1.8M 0.02% -11,621 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: 2,160 shares; 2024Q4: 2,554 shares; 2025Q1: 5,400 shares; 2025Q2: 6,220 shares; 2025Q3: 6,653 shares; 2025Q4: 6,998 shares 6,998 $1.8M 0.02% +345 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: 24,750 shares; 2024Q4: 24,750 shares; 2025Q1: 24,750 shares; 2025Q2: 24,750 shares; 2025Q3: 32,560 shares; 2025Q4: 32,560 shares 32,560 $1.78M 0.02% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,380 shares 51,380 $1.77M 0.02% new Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,570 shares; 2024Q4: 24,978 shares; 2025Q1: 51,641 shares; 2025Q2: 61,871 shares; 2025Q3: 65,329 shares; 2025Q4: 59,100 shares 59,100 $1.77M 0.02% -6,229 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: 47,906 shares; 2024Q4: 37,576 shares; 2025Q1: 28,751 shares; 2025Q2: 28,097 shares; 2025Q3: 28,284 shares; 2025Q4: 27,563 shares 27,563 $1.76M 0.02% -721 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: 8,974 shares; 2024Q4: 8,974 shares; 2025Q1: 8,974 shares; 2025Q2: 8,974 shares; 2025Q3: 8,974 shares; 2025Q4: 8,974 shares 8,974 $1.74M 0.02% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 2,376 shares; 2025Q1: 5,026 shares; 2025Q2: 5,801 shares; 2025Q3: 6,163 shares; 2025Q4: 4,365 shares 4,365 $1.71M 0.02% -1,798 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: 28,601 shares; 2024Q4: 28,563 shares; 2025Q1: 26,039 shares; 2025Q2: 24,652 shares; 2025Q3: 25,635 shares; 2025Q4: 20,713 shares 20,713 $1.66M 0.02% -4,922 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,571 shares; 2025Q4: 17,304 shares 17,304 $1.66M 0.02% +1,733 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,617 shares; 2024Q4: 25,707 shares; 2025Q1: 28,182 shares; 2025Q2: 27,965 shares; 2025Q3: 24,055 shares; 2025Q4: 36,082 shares 36,082 $1.66M 0.02% +12,027 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,391 shares; 2024Q4: 16,070 shares; 2025Q1: 16,060 shares; 2025Q2: 16,063 shares; 2025Q3: 17,807 shares; 2025Q4: 20,097 shares 20,097 $1.62M 0.02% +2,290 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: 3,165 shares; 2024Q4: 3,164 shares; 2025Q1: 3,040 shares; 2025Q2: 3,031 shares; 2025Q3: 3,030 shares; 2025Q4: 3,166 shares 3,166 $1.62M 0.02% +136 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,353 shares; 2024Q4: 4,401 shares; 2025Q1: 9,289 shares; 2025Q2: 10,718 shares; 2025Q3: 11,403 shares; 2025Q4: 11,282 shares 11,282 $1.6M 0.02% -121 Timeline TLTD 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: 17,963 shares; 2024Q4: 17,963 shares; 2025Q1: 17,963 shares; 2025Q2: 17,106 shares; 2025Q3: 17,106 shares; 2025Q4: 17,072 shares 17,072 $1.58M 0.02% -34 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3,100 shares; 2025Q1: 2,897 shares; 2025Q2: 2,675 shares; 2025Q3: 2,530 shares; 2025Q4: 2,410 shares 2,410 $1.58M 0.02% -120 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 4,377 shares; 2025Q1: 4,377 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 5,403 shares 5,403 $1.57M 0.02% +1,016 Timeline ASHGY ASHTEAD GROUP PLC SPON ADR More: the full row for ASHTEAD GROUP PLC SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,120 shares 21,120 $1.49M 0.02% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,341 shares; 2025Q1: 8,119 shares; 2025Q2: 8,298 shares; 2025Q3: 8,815 shares; 2025Q4: 9,272 shares 9,272 $1.49M 0.02% +457 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,679 shares; 2025Q1: 6,720 shares; 2025Q2: 7,614 shares; 2025Q3: 8,032 shares; 2025Q4: 8,030 shares 8,030 $1.47M 0.02% -2 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: 3,824 shares; 2024Q4: 3,838 shares; 2025Q1: 3,846 shares; 2025Q2: 3,864 shares; 2025Q3: 3,971 shares; 2025Q4: 3,954 shares 3,954 $1.46M 0.02% -17 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 5,921 shares; 2025Q1: 12,512 shares; 2025Q2: 14,439 shares; 2025Q3: 20,392 shares; 2025Q4: 13,902 shares 13,902 $1.43M 0.02% -6,490 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: 9,879 shares; 2024Q4: 10,512 shares; 2025Q1: 9,875 shares; 2025Q2: 10,488 shares; 2025Q3: 10,488 shares; 2025Q4: 10,488 shares 10,488 $1.39M 0.02% 0 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: 5,547 shares; 2024Q4: 5,546 shares; 2025Q1: 5,546 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,524 shares 5,524 $1.39M 0.02% 0 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,987 shares; 2024Q4: 14,180 shares; 2025Q1: 29,966 shares; 2025Q2: 34,570 shares; 2025Q3: 36,776 shares; 2025Q4: 37,987 shares 37,987 $1.37M 0.02% +1,211 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,390 shares; 2024Q4: 42,390 shares; 2025Q1: 42,390 shares; 2025Q2: 42,390 shares; 2025Q3: 42,390 shares; 2025Q4: 42,390 shares 42,390 $1.3M 0.02% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,927 shares; 2025Q1: 4,081 shares; 2025Q2: 4,725 shares; 2025Q3: 5,027 shares; 2025Q4: 3,909 shares 3,909 $1.28M 0.02% -1,118 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: 84,556 shares; 2024Q4: 52,547 shares; 2025Q1: 51,847 shares; 2025Q2: 51,613 shares; 2025Q3: 51,213 shares; 2025Q4: 51,231 shares 51,231 $1.28M 0.02% +18 Timeline LSEGY LONDON STOCK EX GRP ADR SPON More: the full row for LONDON STOCK EX GRP ADR SPON Quarterly shares; oldest 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: 42,220 shares 42,220 $1.27M 0.02% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 13,660 shares; 2025Q1: 13,660 shares; 2025Q2: 13,660 shares; 2025Q3: 13,666 shares; 2025Q4: 8,790 shares 8,790 $1.26M 0.02% -4,876 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,647 shares; 2025Q1: 8,640 shares; 2025Q2: 11,012 shares; 2025Q3: 10,300 shares; 2025Q4: 10,621 shares 10,621 $1.24M 0.02% +321 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,036 shares; 2024Q4: 23,055 shares; 2025Q1: 23,055 shares; 2025Q2: 23,072 shares; 2025Q3: 23,072 shares; 2025Q4: 23,111 shares 23,111 $1.22M 0.02% +39 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: 12,737 shares; 2024Q4: 8,413 shares; 2025Q1: 3,147 shares; 2025Q2: 2,219 shares; 2025Q3: 1,429 shares; 2025Q4: 4,245 shares 4,245 $1.22M 0.02% +2,816 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: 24,775 shares; 2024Q4: 24,681 shares; 2025Q1: 24,681 shares; 2025Q2: 24,711 shares; 2025Q3: 24,711 shares; 2025Q4: 24,764 shares 24,764 $1.22M 0.02% +53 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: 4,897 shares; 2024Q4: 4,897 shares; 2025Q1: 4,781 shares; 2025Q2: 4,781 shares; 2025Q3: 4,995 shares; 2025Q4: 5,425 shares 5,425 $1.19M 0.02% +430 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,393 shares; 2024Q4: 13,390 shares; 2025Q1: 13,390 shares; 2025Q2: 11,910 shares; 2025Q3: 8,560 shares; 2025Q4: 5,168 shares 5,168 $1.18M 0.01% -3,392 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 5,607 shares; 2025Q1: 11,845 shares; 2025Q2: 13,674 shares; 2025Q3: 14,550 shares; 2025Q4: 8,513 shares 8,513 $1.14M 0.01% -6,037 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: 4,044 shares; 2024Q4: 3,992 shares; 2025Q1: 3,955 shares; 2025Q2: 4,045 shares; 2025Q3: 3,922 shares; 2025Q4: 4,084 shares 4,084 $1.08M 0.01% +162 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,366 shares; 2024Q4: 13,639 shares; 2025Q1: 24,873 shares; 2025Q2: 28,193 shares; 2025Q3: 29,776 shares; 2025Q4: 24,630 shares 24,630 $1.07M 0.01% -5,146 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,206 shares; 2024Q4: 7,335 shares; 2025Q1: 15,472 shares; 2025Q2: 17,842 shares; 2025Q3: 18,971 shares; 2025Q4: 19,952 shares 19,952 $1.05M 0.01% +981 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: 40,462 shares; 2024Q4: 41,986 shares; 2025Q1: 38,653 shares; 2025Q2: 40,652 shares; 2025Q3: 42,130 shares; 2025Q4: 42,067 shares 42,067 $1.04M 0.01% -63 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,620 shares 5,620 $1.02M 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,290 shares; 2024Q4: 7,291 shares; 2025Q1: 8,311 shares; 2025Q2: 8,318 shares; 2025Q3: 8,490 shares; 2025Q4: 8,490 shares 8,490 $1.02M 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: 3,242 shares; 2025Q1: 3,242 shares; 2025Q2: 3,245 shares; 2025Q3: 3,245 shares; 2025Q4: 3,277 shares 3,277 $1.02M 0.01% +32 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: 9,040 shares; 2024Q4: 8,894 shares; 2025Q1: 7,668 shares; 2025Q2: 7,658 shares; 2025Q3: 7,643 shares; 2025Q4: 13,458 shares 13,458 $1.02M 0.01% +5,815 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: 7,564 shares; 2024Q4: 6,364 shares; 2025Q1: 4,971 shares; 2025Q2: 4,772 shares; 2025Q3: 10,384 shares; 2025Q4: 10,400 shares 10,400 $999K 0.01% +16 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: 8,653 shares; 2024Q4: 7,040 shares; 2025Q1: 6,530 shares; 2025Q2: 7,310 shares; 2025Q3: 7,310 shares; 2025Q4: 5,940 shares 5,940 $996K 0.01% -1,370 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: 12,862 shares; 2024Q4: 13,161 shares; 2025Q1: 12,366 shares; 2025Q2: 12,375 shares; 2025Q3: 12,346 shares; 2025Q4: 12,346 shares 12,346 $976K 0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,891 shares; 2025Q3: 8,440 shares; 2025Q4: 7,176 shares 7,176 $975K 0.01% -1,264 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,623 shares; 2024Q4: 22,824 shares; 2025Q1: 23,794 shares; 2025Q2: 23,299 shares; 2025Q3: 23,499 shares; 2025Q4: 23,504 shares 23,504 $966K 0.01% +5 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: 12,827 shares; 2024Q4: 12,827 shares; 2025Q1: 12,836 shares; 2025Q2: 13,343 shares; 2025Q3: 13,369 shares; 2025Q4: 13,369 shares 13,369 $955K 0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,650 shares; 2024Q4: 26,650 shares; 2025Q1: 26,150 shares; 2025Q2: 26,150 shares; 2025Q3: 31,230 shares; 2025Q4: 31,230 shares 31,230 $943K 0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,570 shares 25,570 $943K 0.01% new 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: 11,370 shares; 2024Q4: 11,370 shares; 2025Q1: 11,370 shares; 2025Q2: 11,370 shares; 2025Q3: 11,370 shares; 2025Q4: 11,370 shares 11,370 $932K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,400 shares; 2024Q4: 30,910 shares; 2025Q1: 34,188 shares; 2025Q2: 34,188 shares; 2025Q3: 37,667 shares; 2025Q4: 37,667 shares 37,667 $913K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,716 shares; 2024Q4: 11,188 shares; 2025Q1: 10,408 shares; 2025Q2: 10,411 shares; 2025Q3: 10,411 shares; 2025Q4: 10,411 shares 10,411 $909K 0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,879 shares; 2024Q4: 12,439 shares; 2025Q1: 13,057 shares; 2025Q2: 9,898 shares; 2025Q3: 12,988 shares; 2025Q4: 17,288 shares 17,288 $906K 0.01% +4,300 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,295 shares; 2025Q1: 1,592 shares; 2025Q2: 1,606 shares; 2025Q3: 1,862 shares; 2025Q4: 2,127 shares 2,127 $898K 0.01% +265 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,473 shares; 2025Q1: 2,267 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares; 2025Q4: 2,227 shares 2,227 $896K 0.01% 0 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: 3,330 shares; 2024Q4: 3,328 shares; 2025Q1: 3,292 shares; 2025Q2: 3,299 shares; 2025Q3: 3,342 shares; 2025Q4: 3,393 shares 3,393 $891K 0.01% +51 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: 4,600 shares; 2024Q4: 4,129 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 5,304 shares; 2025Q4: 7,974 shares 7,974 $879K 0.01% +2,670 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: 4,758 shares; 2024Q4: 4,965 shares; 2025Q1: 4,121 shares; 2025Q2: 4,487 shares; 2025Q3: 4,443 shares; 2025Q4: 5,033 shares 5,033 $877K 0.01% +590 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: 426 shares; 2024Q4: 401 shares; 2025Q1: 434 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 513 shares 513 $867K 0.01% +77 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,040 shares; 2025Q1: 4,770 shares; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares; 2025Q4: 2,785 shares 2,785 $842K 0.01% -1,535 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,251 shares; 2024Q4: 22,216 shares; 2025Q1: 21,076 shares; 2025Q2: 21,088 shares; 2025Q3: 18,538 shares; 2025Q4: 15,376 shares 15,376 $828K 0.01% -3,162 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,896 shares; 2025Q1: 1,715 shares; 2025Q2: 2,109 shares; 2025Q3: 2,157 shares; 2025Q4: 2,966 shares 2,966 $827K 0.01% +809 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 5,923 shares; 2025Q1: 5,923 shares; 2025Q2: 7,634 shares; 2025Q3: 5,104 shares; 2025Q4: 5,125 shares 5,125 $824K 0.01% +21 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: 1,887 shares; 2024Q4: 2,495 shares; 2025Q1: 4,168 shares; 2025Q2: 4,655 shares; 2025Q3: 4,874 shares; 2025Q4: 2,372 shares 2,372 $799K 0.01% -2,502 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,908 shares; 2025Q1: 1,913 shares; 2025Q2: 1,935 shares; 2025Q3: 1,738 shares; 2025Q4: 2,357 shares 2,357 $796K 0.01% +619 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: 13,147 shares; 2024Q4: 13,129 shares; 2025Q1: 13,129 shares; 2025Q2: 13,465 shares; 2025Q3: 13,023 shares; 2025Q4: 13,139 shares 13,139 $790K 0.01% +116 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: 8,710 shares; 2024Q4: 8,630 shares; 2025Q1: 8,370 shares; 2025Q2: 8,215 shares; 2025Q3: 8,215 shares; 2025Q4: 8,010 shares 8,010 $776K 0.01% -205 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,252 shares; 2025Q4: 25,339 shares 25,339 $762K 0.01% +87 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: 14,169 shares; 2024Q4: 13,926 shares; 2025Q1: 13,926 shares; 2025Q2: 14,006 shares; 2025Q3: 13,785 shares; 2025Q4: 14,061 shares 14,061 $758K 0.01% +276 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: 8,872 shares; 2024Q4: 8,772 shares; 2025Q1: 6,651 shares; 2025Q2: 8,172 shares; 2025Q3: 7,572 shares; 2025Q4: 7,272 shares 7,272 $733K 0.01% -300 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 2,974 shares; 2025Q1: 3,192 shares; 2025Q2: 3,227 shares; 2025Q3: 3,217 shares; 2025Q4: 4,409 shares 4,409 $713K 0.01% +1,192 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: 6,440 shares; 2024Q4: 6,440 shares; 2025Q1: 6,004 shares; 2025Q2: 6,209 shares; 2025Q3: 6,224 shares; 2025Q4: 6,224 shares 6,224 $709K 0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,364 shares; 2025Q3: 4,364 shares; 2025Q4: 4,364 shares 4,364 $695K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,715 shares; 2025Q3: 1,712 shares; 2025Q4: 2,394 shares 2,394 $688K 0.01% +682 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,182 shares; 2024Q4: 9,180 shares; 2025Q1: 9,170 shares; 2025Q2: 9,170 shares; 2025Q3: 9,170 shares; 2025Q4: 9,170 shares 9,170 $681K 0.01% 0 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: 6,354 shares; 2024Q4: 6,325 shares; 2025Q1: 6,365 shares; 2025Q2: 6,406 shares; 2025Q3: 6,365 shares; 2025Q4: 6,337 shares 6,337 $668K 0.01% -28 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: 2,272 shares; 2024Q4: 2,272 shares; 2025Q1: not reported; 2025Q2: 2,576 shares; 2025Q3: 2,842 shares; 2025Q4: 4,105 shares 4,105 $665K 0.01% +1,263 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,186 shares; 2025Q2: 1,195 shares; 2025Q3: 1,344 shares; 2025Q4: 1,848 shares 1,848 $660K 0.01% +504 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: 4,013 shares; 2024Q4: 4,017 shares; 2025Q1: 5,007 shares; 2025Q2: 4,457 shares; 2025Q3: 5,467 shares; 2025Q4: 5,077 shares 5,077 $655K 0.01% -390 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,121 shares; 2025Q3: 1,119 shares; 2025Q4: 1,548 shares 1,548 $653K 0.01% +429 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,330 shares; 2024Q4: 55,240 shares; 2025Q1: 55,240 shares; 2025Q2: 53,240 shares; 2025Q3: 42,290 shares; 2025Q4: 19,620 shares 19,620 $639K 0.01% -22,670 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,458 shares; 2025Q1: 1,261 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,619 shares 1,619 $630K 0.01% +365 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,440 shares; 2024Q4: 9,440 shares; 2025Q1: 9,440 shares; 2025Q2: 8,990 shares; 2025Q3: 8,990 shares; 2025Q4: 8,990 shares 8,990 $612K 0.01% 0 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: 5,717 shares; 2024Q4: 6,182 shares; 2025Q1: 6,217 shares; 2025Q2: 5,737 shares; 2025Q3: 5,650 shares; 2025Q4: 5,136 shares 5,136 $602K 0.01% -514 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 1,532 shares; 2025Q1: 1,532 shares; 2025Q2: 1,538 shares; 2025Q3: 1,518 shares; 2025Q4: 1,542 shares 1,542 $600K 0.01% +24 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: 6,178 shares; 2024Q4: 6,178 shares; 2025Q1: 6,875 shares; 2025Q2: 6,178 shares; 2025Q3: 8,955 shares; 2025Q4: 6,760 shares 6,760 $598K 0.01% -2,195 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: 1,736 shares; 2024Q4: 1,735 shares; 2025Q1: 1,660 shares; 2025Q2: 1,665 shares; 2025Q3: 1,791 shares; 2025Q4: 1,281 shares 1,281 $598K 0.01% -510 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: 1,743 shares; 2024Q4: 2,060 shares; 2025Q1: 4,353 shares; 2025Q2: 5,042 shares; 2025Q3: 5,362 shares; 2025Q4: 3,423 shares 3,423 $593K 0.01% -1,939 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: 2,564 shares; 2024Q4: 2,792 shares; 2025Q1: 2,564 shares; 2025Q2: 2,579 shares; 2025Q3: 3,063 shares; 2025Q4: 2,394 shares 2,394 $591K 0.01% -669 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,164 shares; 2024Q4: 16,164 shares; 2025Q1: 16,164 shares; 2025Q2: 16,164 shares; 2025Q3: 15,716 shares; 2025Q4: 16,037 shares 16,037 $582K 0.01% +321 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,074 shares; 2025Q2: 2,100 shares; 2025Q3: 2,095 shares; 2025Q4: 2,935 shares 2,935 $579K 0.01% +840 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 2,927 shares; 2025Q1: 3,027 shares; 2025Q2: 3,027 shares; 2025Q3: 3,027 shares; 2025Q4: 3,027 shares 3,027 $578K 0.01% 0 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: 1,861 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 2,004 shares; 2025Q3: 2,087 shares; 2025Q4: 2,026 shares 2,026 $558K 0.01% -61 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,475 shares 8,475 $554K 0.01% new 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: 769 shares; 2024Q4: 570 shares; 2025Q1: 689 shares; 2025Q2: 633 shares; 2025Q3: 631 shares; 2025Q4: 967 shares 967 $549K 0.01% +336 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,660 shares; 2024Q4: 47,270 shares; 2025Q1: 47,270 shares; 2025Q2: 47,366 shares; 2025Q3: 47,366 shares; 2025Q4: 47,366 shares 47,366 $541K 0.01% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: 6,344 shares; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 4,743 shares 4,743 $515K 0.01% -1,928 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: 809 shares; 2024Q4: 1,155 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 774 shares; 2025Q4: 838 shares 838 $515K 0.01% +64 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: not reported; 2024Q4: 680 shares; 2025Q1: 810 shares; 2025Q2: 819 shares; 2025Q3: 845 shares; 2025Q4: 1,001 shares 1,001 $511K 0.01% +156 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: 4,569 shares; 2024Q4: 4,534 shares; 2025Q1: 4,530 shares; 2025Q2: 4,552 shares; 2025Q3: 4,690 shares; 2025Q4: 4,420 shares 4,420 $510K 0.01% -270 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: 25,994 shares; 2024Q4: 23,586 shares; 2025Q1: 16,405 shares; 2025Q2: 16,493 shares; 2025Q3: 14,970 shares; 2025Q4: 13,670 shares 13,670 $504K 0.01% -1,300 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,752 shares; 2024Q4: 11,960 shares; 2025Q1: 11,465 shares; 2025Q2: 11,465 shares; 2025Q3: 10,739 shares; 2025Q4: 10,468 shares 10,468 $499K 0.01% -271 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 594 shares; 2025Q1: 596 shares; 2025Q2: 601 shares; 2025Q3: 599 shares; 2025Q4: 786 shares 786 $489K 0.01% +187 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: 1,085 shares; 2025Q2: 1,107 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares 1,085 $487K 0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,264 shares; 2025Q3: 2,581 shares; 2025Q4: 4,022 shares 4,022 $484K 0.01% +1,441 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 794 shares; 2025Q4: 1,216 shares 1,216 $484K 0.01% +422 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: 5,012 shares; 2024Q4: 3,524 shares; 2025Q1: 3,379 shares; 2025Q2: 3,379 shares; 2025Q3: 4,663 shares; 2025Q4: 3,380 shares 3,380 $477K 0.01% -1,283 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: 2,641 shares; 2024Q4: 1,402 shares; 2025Q1: 1,917 shares; 2025Q2: 2,131 shares; 2025Q3: 2,120 shares; 2025Q4: 2,583 shares 2,583 $465K 0.01% +463 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,646 shares; 2024Q4: 4,689 shares; 2025Q1: 4,689 shares; 2025Q2: 4,726 shares; 2025Q3: 5,064 shares; 2025Q4: 5,334 shares 5,334 $465K 0.01% +270 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: not reported; 2024Q4: 2,484 shares; 2025Q1: 2,458 shares; 2025Q2: 2,488 shares; 2025Q3: 2,485 shares; 2025Q4: 3,419 shares 3,419 $465K 0.01% +934 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,357 shares; 2025Q1: 2,367 shares; 2025Q2: 2,323 shares; 2025Q3: 1,692 shares; 2025Q4: 2,174 shares 2,174 $464K 0.01% +482 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 3,860 shares; 2025Q1: 3,860 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 3,860 shares 3,860 $464K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares 615 $464K 0.01% 0 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: 2,140 shares; 2024Q4: 2,205 shares; 2025Q1: 2,102 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 2,137 shares 2,137 $458K 0.01% +341 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: 4,066 shares; 2024Q4: 4,066 shares; 2025Q1: 4,066 shares; 2025Q2: 4,066 shares; 2025Q3: 4,039 shares; 2025Q4: 4,063 shares 4,063 $456K 0.01% +24 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: 1,589 shares; 2025Q1: 1,676 shares; 2025Q2: 1,690 shares; 2025Q3: 1,416 shares; 2025Q4: 1,948 shares 1,948 $446K 0.01% +532 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,768 shares; 2025Q1: 2,871 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,871 shares 2,871 $433K 0.01% 0 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: 2,753 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 3,077 shares 3,077 $421K 0.01% 0 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: 4,862 shares; 2024Q4: 4,848 shares; 2025Q1: 4,501 shares; 2025Q2: 4,149 shares; 2025Q3: 4,149 shares; 2025Q4: 4,149 shares 4,149 $419K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,051 shares; 2025Q1: 1,876 shares; 2025Q2: 1,799 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares 1,844 $412K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,322 shares; 2025Q1: 2,191 shares; 2025Q2: 2,228 shares; 2025Q3: 2,224 shares; 2025Q4: 2,539 shares 2,539 $410K 0.01% +315 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: 340 shares; 2024Q4: not reported; 2025Q1: 347 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 449 shares 449 $407K 0.01% +23 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 5,518 shares; 2025Q1: 5,613 shares; 2025Q2: 5,613 shares; 2025Q3: 5,621 shares; 2025Q4: 5,518 shares 5,518 $405K 0.01% -103 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 834 shares; 2025Q4: 1,267 shares 1,267 $399K 0.01% +433 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,533 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,533 shares 1,533 $396K 0.01% -38 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,933 shares; 2025Q1: 1,982 shares; 2025Q2: 2,002 shares; 2025Q3: 1,643 shares; 2025Q4: 2,255 shares 2,255 $395K 0.01% +612 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: 1,748 shares; 2024Q4: 2,401 shares; 2025Q1: 2,399 shares; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,421 shares 2,421 $395K 0.01% +22 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: 3,806 shares; 2024Q4: 2,977 shares; 2025Q1: not reported; 2025Q2: 3,257 shares; 2025Q3: 3,719 shares; 2025Q4: 4,625 shares 4,625 $393K <0.01% +906 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 1,970 shares; 2025Q3: 1,610 shares; 2025Q4: 1,770 shares 1,770 $384K <0.01% +160 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,385 shares; 2024Q4: 7,385 shares; 2025Q1: 7,677 shares; 2025Q2: 7,677 shares; 2025Q3: 7,677 shares; 2025Q4: 7,385 shares 7,385 $373K <0.01% -292 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,300 shares; 2025Q1: 7,550 shares; 2025Q2: 7,300 shares; 2025Q3: 7,304 shares; 2025Q4: 7,311 shares 7,311 $372K <0.01% +7 Timeline 88 TACTICAL KANSAS CITY, LL… 88 TACTICAL KANSAS CITY, LLC P More: the full row for 88 TACTICAL KANSAS CITY, LLC P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $371K <0.01% 0 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: 2,789 shares; 2024Q4: 2,789 shares; 2025Q1: 2,969 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,814 shares 2,814 $370K <0.01% -155 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 396 shares; 2025Q4: 541 shares 541 $366K <0.01% +145 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,537 shares 2,537 $364K <0.01% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 2,081 shares 2,081 $362K <0.01% +544 Timeline ITT CORP ITT CORP More: the full row for ITT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,287 shares; 2025Q3: 1,282 shares; 2025Q4: 2,060 shares 2,060 $357K <0.01% +778 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: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 2,263 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares 1,975 $350K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,509 shares 1,509 $347K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 563 shares 563 $340K <0.01% -97 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: 3,107 shares; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,108 shares; 2025Q3: 3,108 shares; 2025Q4: 3,008 shares 3,008 $340K <0.01% -100 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,424 shares; 2025Q2: 1,427 shares; 2025Q3: 1,398 shares; 2025Q4: 1,263 shares 1,263 $327K <0.01% -135 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: 505 shares; 2024Q4: 504 shares; 2025Q1: 503 shares; 2025Q2: 510 shares; 2025Q3: 509 shares; 2025Q4: 718 shares 718 $326K <0.01% +209 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 757 shares; 2025Q1: 950 shares; 2025Q2: 960 shares; 2025Q3: 788 shares; 2025Q4: 1,082 shares 1,082 $326K <0.01% +294 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 4,051 shares; 2025Q2: 4,216 shares; 2025Q3: 3,897 shares; 2025Q4: 3,897 shares 3,897 $320K <0.01% 0 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: 3,357 shares; 2024Q4: 3,357 shares; 2025Q1: 3,357 shares; 2025Q2: 3,460 shares; 2025Q3: 3,444 shares; 2025Q4: 3,444 shares 3,444 $318K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,874 shares; 2025Q3: 6,875 shares; 2025Q4: 9,564 shares 9,564 $316K <0.01% +2,689 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 4,867 shares; 2025Q1: 4,867 shares; 2025Q2: 4,850 shares; 2025Q3: 4,825 shares; 2025Q4: 4,825 shares 4,825 $314K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 664 shares; 2025Q3: 802 shares; 2025Q4: 1,102 shares 1,102 $313K <0.01% +300 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,052 shares; 2024Q4: 6,056 shares; 2025Q1: 6,056 shares; 2025Q2: 6,036 shares; 2025Q3: 6,036 shares; 2025Q4: 6,157 shares 6,157 $313K <0.01% +121 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321 shares; 2025Q4: 355 shares 355 $312K <0.01% +34 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,264 shares; 2024Q4: 35,264 shares; 2025Q1: 35,264 shares; 2025Q2: 35,264 shares; 2025Q3: 35,264 shares; 2025Q4: 35,264 shares 35,264 $305K <0.01% 0 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: not reported; 2024Q4: 2,506 shares; 2025Q1: 2,958 shares; 2025Q2: 2,425 shares; 2025Q3: 2,697 shares; 2025Q4: 2,769 shares 2,769 $305K <0.01% +72 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 2,874 shares; 2025Q1: 2,944 shares; 2025Q2: 2,944 shares; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares 2,944 $302K <0.01% 0 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,760 shares; 2024Q4: 27,060 shares; 2025Q1: 27,060 shares; 2025Q2: 27,129 shares; 2025Q3: 27,129 shares; 2025Q4: 27,129 shares 27,129 $298K <0.01% 0 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: 1,583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,538 shares 1,538 $298K <0.01% new Timeline SCHV 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: 5,480 shares; 2024Q4: 15,600 shares; 2025Q1: 16,035 shares; 2025Q2: 15,055 shares; 2025Q3: 34,007 shares; 2025Q4: 9,995 shares 9,995 $296K <0.01% -24,012 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: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 1,366 shares; 2025Q2: 1,384 shares; 2025Q3: 1,253 shares; 2025Q4: 1,682 shares 1,682 $293K <0.01% +429 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,565 shares 3,565 $291K <0.01% new Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 2,207 shares; 2025Q3: 2,207 shares; 2025Q4: 2,207 shares 2,207 $291K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,928 shares; 2025Q2: 2,970 shares; 2025Q3: not reported; 2025Q4: 3,367 shares 3,367 $291K <0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,667 shares; 2025Q3: 2,663 shares; 2025Q4: 3,681 shares 3,681 $288K <0.01% +1,018 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: 1,934 shares; 2024Q4: 1,707 shares; 2025Q1: 1,707 shares; 2025Q2: 2,222 shares; 2025Q3: 1,967 shares; 2025Q4: 1,801 shares 1,801 $288K <0.01% -166 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,766 shares 1,766 $284K <0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,434 shares; 2024Q4: 5,434 shares; 2025Q1: 4,898 shares; 2025Q2: 4,917 shares; 2025Q3: 5,027 shares; 2025Q4: 3,852 shares 3,852 $283K <0.01% -1,175 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,824 shares; 2025Q1: not reported; 2025Q2: 3,335 shares; 2025Q3: not reported; 2025Q4: 4,576 shares 4,576 $280K <0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: 1,257 shares 1,257 $280K <0.01% +344 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,332 shares 1,332 $278K <0.01% new 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: 5,614 shares 5,614 $273K <0.01% new 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: 190 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 2,910 shares; 2025Q3: 2,995 shares; 2025Q4: 2,980 shares 2,980 $272K <0.01% -15 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 643 shares 643 $270K <0.01% new Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 26,974 shares; 2025Q1: 57,004 shares; 2025Q2: 65,788 shares; 2025Q3: 70,017 shares; 2025Q4: 23,428 shares 23,428 $268K <0.01% -46,589 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: not reported; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,518 shares 2,518 $268K <0.01% -12 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,438 shares; 2025Q1: 1,438 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,280 shares 1,280 $267K <0.01% +20 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,633 shares; 2025Q4: 4,633 shares 4,633 $266K <0.01% 0 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,374 shares 1,374 $265K <0.01% -76 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,865 shares 1,865 $263K <0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $260K <0.01% 0 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: 4,927 shares; 2024Q4: 4,927 shares; 2025Q1: 4,927 shares; 2025Q2: 4,927 shares; 2025Q3: 4,927 shares; 2025Q4: 4,927 shares 4,927 $258K <0.01% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 1,110 shares; 2025Q4: 879 shares 879 $258K <0.01% -231 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: 9,203 shares; 2024Q4: 9,188 shares; 2025Q1: 9,439 shares; 2025Q2: 5,906 shares; 2025Q3: not reported; 2025Q4: 5,530 shares 5,530 $252K <0.01% new Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 3,509 shares; 2025Q3: not reported; 2025Q4: 4,839 shares 4,839 $251K <0.01% new Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 3,833 shares; 2025Q1: 3,897 shares; 2025Q2: 3,897 shares; 2025Q3: 3,897 shares; 2025Q4: 3,833 shares 3,833 $249K <0.01% -64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,379 shares 1,379 $245K <0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,344 shares; 2025Q1: 1,344 shares; 2025Q2: 1,350 shares; 2025Q3: 1,132 shares; 2025Q4: 1,172 shares 1,172 $244K <0.01% +40 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: 1,282 shares; 2024Q4: 1,005 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 807 shares; 2025Q4: 1,079 shares 1,079 $241K <0.01% +272 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,404 shares 1,404 $240K <0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,058 shares; 2024Q4: 20,610 shares; 2025Q1: 20,610 shares; 2025Q2: 19,824 shares; 2025Q3: 19,824 shares; 2025Q4: 13,837 shares 13,837 $240K <0.01% -5,987 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,650 shares; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $238K <0.01% 0 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,665 shares; 2024Q4: 9,665 shares; 2025Q1: 9,465 shares; 2025Q2: 9,465 shares; 2025Q3: 9,465 shares; 2025Q4: 8,965 shares 8,965 $237K <0.01% -500 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 6,109 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,560 shares; 2025Q4: 5,570 shares 5,570 $233K <0.01% +10 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,182 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,182 shares 1,182 $233K <0.01% -34 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,284 shares; 2025Q4: 2,762 shares 2,762 $233K <0.01% +478 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,861 shares; 2025Q1: 1,861 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,861 shares 1,861 $232K <0.01% 0 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: 903 shares; 2024Q4: 910 shares; 2025Q1: 482 shares; 2025Q2: 486 shares; 2025Q3: 578 shares; 2025Q4: 604 shares 604 $232K <0.01% +26 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: 14,559 shares; 2024Q4: 14,559 shares; 2025Q1: 14,682 shares; 2025Q2: 14,845 shares; 2025Q3: 11,900 shares; 2025Q4: 16,368 shares 16,368 $230K <0.01% +4,468 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,595 shares 6,595 $227K <0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 885 shares 885 $227K <0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,008 shares; 2025Q4: 8,188 shares 8,188 $215K <0.01% +180 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 7,738 shares; 2025Q1: 7,788 shares; 2025Q2: 7,388 shares; 2025Q3: 6,388 shares; 2025Q4: 6,167 shares 6,167 $214K <0.01% -221 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,422 shares; 2024Q4: 10,422 shares; 2025Q1: 10,176 shares; 2025Q2: 10,176 shares; 2025Q3: 10,176 shares; 2025Q4: 11,045 shares 11,045 $214K <0.01% +869 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,811 shares; 2025Q2: 1,811 shares; 2025Q3: 1,811 shares; 2025Q4: 1,011 shares 1,011 $207K <0.01% -800 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,778 shares; 2024Q4: 1,811 shares; 2025Q1: 3,622 shares; 2025Q2: 3,622 shares; 2025Q3: 3,622 shares; 2025Q4: 3,204 shares 3,204 $205K <0.01% -418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 1,064 shares; 2025Q4: 2,180 shares 2,180 $204K <0.01% +1,116 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares 190 $203K <0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 3,200 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $202K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,693 shares; 2025Q1: not reported; 2025Q2: 1,098 shares; 2025Q3: 1,094 shares; 2025Q4: 887 shares 887 $201K <0.01% -207 Timeline CANNABIS SCIENCE INC XXX CANNABIS SCIENCE INC XXX More: the full row for CANNABIS SCIENCE INC XXX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,500 shares; 2024Q4: 36,500 shares; 2025Q1: 36,500 shares; 2025Q2: 36,500 shares; 2025Q3: 36,500 shares; 2025Q4: 36,500 shares 36,500 $0 0% 0 Value filed as zero, left out of ratios. U.S. GLOBAL NANOSPACE INC U.S. GLOBAL NANOSPACE INC More: the full row for U.S. GLOBAL NANOSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,000 shares; 2024Q4: 107,000 shares; 2025Q1: 107,000 shares; 2025Q2: 107,000 shares; 2025Q3: 107,000 shares; 2025Q4: 107,000 shares 107,000 $0 0% 0 Value filed as zero, left out of ratios. CGTV MEDIA GROUP, INC CGTV MEDIA GROUP, INC More: the full row for CGTV MEDIA GROUP, INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $0 0% 0 Value filed as zero, left out of ratios.