AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,725,379 shares 15,725,379 $1.03B 5.62% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,268,392 shares; 2024Q4: 4,243,553 shares; 2025Q1: 4,202,013 shares; 2025Q2: 3,491,476 shares; 2025Q3: 3,419,104 shares; 2025Q4: 3,015,402 shares 3,015,402 $946M 5.16% -403,702 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799,582 shares; 2024Q4: 1,796,545 shares; 2025Q1: 1,771,627 shares; 2025Q2: 1,879,860 shares; 2025Q3: 1,861,557 shares; 2025Q4: 1,863,079 shares 1,863,079 $901M 4.91% +1,522 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: 710,538 shares; 2024Q4: 814,862 shares; 2025Q1: 935,994 shares; 2025Q2: 927,199 shares; 2025Q3: 964,773 shares; 2025Q4: 1,127,525 shares 1,127,525 $772M 4.21% +162,752 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: 1,297,612 shares; 2024Q4: 1,297,568 shares; 2025Q1: 1,350,722 shares; 2025Q2: 2,303,823 shares; 2025Q3: 2,326,850 shares; 2025Q4: 2,331,459 shares 2,331,459 $634M 3.46% +4,609 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: 1,088,084 shares; 2024Q4: 1,070,534 shares; 2025Q1: 1,051,259 shares; 2025Q2: 1,039,842 shares; 2025Q3: 1,024,056 shares; 2025Q4: 990,199 shares 990,199 $565M 3.08% -33,857 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501,838 shares; 2024Q4: 1,358,665 shares; 2025Q1: 1,274,234 shares; 2025Q2: 1,233,438 shares; 2025Q3: 1,193,453 shares; 2025Q4: 1,123,985 shares 1,123,985 $565M 3.08% -69,468 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: 621,715 shares; 2024Q4: 613,095 shares; 2025Q1: 605,039 shares; 2025Q2: 599,383 shares; 2025Q3: 586,524 shares; 2025Q4: 433,890 shares 433,890 $527M 2.88% -152,634 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: 2,011,843 shares; 2024Q4: 2,002,629 shares; 2025Q1: 2,322,933 shares; 2025Q2: 2,348,131 shares; 2025Q3: 2,251,423 shares; 2025Q4: 2,243,192 shares 2,243,192 $518M 2.82% -8,231 Timeline BBHM BBH TR More: the full row for BBH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,732,062 shares 42,732,062 $482M 2.63% new 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: 3,494,599 shares; 2024Q4: 3,416,780 shares; 2025Q1: 3,363,866 shares; 2025Q2: 3,354,755 shares; 2025Q3: 2,556,553 shares; 2025Q4: 2,241,899 shares 2,241,899 $437M 2.38% -314,654 Timeline BBHL BBH TR More: the full row for BBH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,411,420 shares 26,411,420 $426M 2.32% new 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: 2,104,963 shares; 2024Q4: 2,058,498 shares; 2025Q1: 2,028,431 shares; 2025Q2: 1,702,128 shares; 2025Q3: 1,674,477 shares; 2025Q4: 1,650,147 shares 1,650,147 $363M 1.98% -24,330 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: 84,833 shares; 2024Q4: 64,187 shares; 2025Q1: 63,447 shares; 2025Q2: 62,800 shares; 2025Q3: 61,456 shares; 2025Q4: 59,896 shares 59,896 $321M 1.75% -1,560 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202,894 shares; 2024Q4: 1,169,821 shares; 2025Q1: 1,149,418 shares; 2025Q2: 882,343 shares; 2025Q3: 752,005 shares; 2025Q4: 726,175 shares 726,175 $310M 1.69% -25,830 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: 387,864 shares; 2024Q4: 488,739 shares; 2025Q1: 632,262 shares; 2025Q2: 1,491,695 shares; 2025Q3: 1,534,622 shares; 2025Q4: 1,630,247 shares 1,630,247 $304M 1.66% +95,625 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,503 shares; 2024Q4: 743,774 shares; 2025Q1: 807,041 shares; 2025Q2: 1,122,822 shares; 2025Q3: 1,102,783 shares; 2025Q4: 1,073,220 shares 1,073,220 $276M 1.5% -29,563 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: 565,399 shares; 2024Q4: 555,491 shares; 2025Q1: 547,846 shares; 2025Q2: 542,279 shares; 2025Q3: 530,796 shares; 2025Q4: 521,171 shares 521,171 $272M 1.49% -9,625 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: 540,368 shares; 2024Q4: 529,494 shares; 2025Q1: 523,257 shares; 2025Q2: 522,586 shares; 2025Q3: 516,385 shares; 2025Q4: 459,960 shares 459,960 $267M 1.45% -56,425 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: 1,458,416 shares; 2024Q4: 1,420,137 shares; 2025Q1: 1,112,468 shares; 2025Q2: 1,103,478 shares; 2025Q3: 1,069,715 shares; 2025Q4: 1,025,195 shares 1,025,195 $265M 1.45% -44,520 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: 2,439,283 shares; 2024Q4: 2,459,104 shares; 2025Q1: 2,562,888 shares; 2025Q2: 2,463,006 shares; 2025Q3: 2,554,971 shares; 2025Q4: 2,961,618 shares 2,961,618 $265M 1.45% +406,647 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: 1,801,398 shares; 2024Q4: 1,460,259 shares; 2025Q1: 1,036,936 shares; 2025Q2: 1,029,350 shares; 2025Q3: 1,002,661 shares; 2025Q4: 1,039,336 shares 1,039,336 $237M 1.29% +36,675 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: 194,326 shares; 2024Q4: 203,511 shares; 2025Q1: 197,757 shares; 2025Q2: 1,192,295 shares; 2025Q3: 1,856,423 shares; 2025Q4: 1,889,825 shares 1,889,825 $211M 1.15% +33,402 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: 2,013,447 shares; 2024Q4: 1,946,708 shares; 2025Q1: 1,926,779 shares; 2025Q2: 1,918,511 shares; 2025Q3: 1,875,126 shares; 2025Q4: 1,670,213 shares 1,670,213 $210M 1.15% -204,913 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: 428,179 shares; 2024Q4: 416,439 shares; 2025Q1: 341,834 shares; 2025Q2: 242,109 shares; 2025Q3: 235,477 shares; 2025Q4: 231,797 shares 231,797 $200M 1.09% -3,680 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: 21,668 shares; 2024Q4: 26,358 shares; 2025Q1: 118,838 shares; 2025Q2: 181,064 shares; 2025Q3: 181,851 shares; 2025Q4: 184,200 shares 184,200 $198M 1.08% +2,349 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347,313 shares; 2024Q4: 2,289,091 shares; 2025Q1: 1,710,341 shares; 2025Q2: 1,708,219 shares; 2025Q3: 1,687,424 shares; 2025Q4: 1,558,207 shares 1,558,207 $195M 1.06% -129,217 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: 4,022,125 shares; 2024Q4: 3,951,415 shares; 2025Q1: 3,881,166 shares; 2025Q2: 2,474,460 shares; 2025Q3: 2,421,968 shares; 2025Q4: 2,341,885 shares 2,341,885 $185M 1.01% -80,083 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: 694,308 shares; 2024Q4: 704,237 shares; 2025Q1: 704,688 shares; 2025Q2: 758,495 shares; 2025Q3: 747,361 shares; 2025Q4: 710,103 shares 710,103 $183M 1% -37,258 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: 2,179,486 shares; 2024Q4: 1,941,213 shares; 2025Q1: 2,123,014 shares; 2025Q2: 2,067,369 shares; 2025Q3: 2,521,679 shares; 2025Q4: 2,803,916 shares 2,803,916 $179M 0.97% +282,237 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: 173,042 shares; 2024Q4: 228,924 shares; 2025Q1: 242,014 shares; 2025Q2: 251,435 shares; 2025Q3: 252,055 shares; 2025Q4: 255,042 shares 255,042 $174M 0.95% +2,987 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: 544,828 shares; 2024Q4: 577,953 shares; 2025Q1: 528,711 shares; 2025Q2: 526,446 shares; 2025Q3: 526,730 shares; 2025Q4: 541,924 shares 541,924 $170M 0.93% +15,194 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: 230,349 shares; 2024Q4: 241,523 shares; 2025Q1: 486,617 shares; 2025Q2: 490,276 shares; 2025Q3: 486,453 shares; 2025Q4: 535,892 shares 535,892 $168M 0.91% +49,439 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,092 shares; 2024Q4: 803,213 shares; 2025Q1: 770,846 shares; 2025Q2: 728,213 shares; 2025Q3: 741,620 shares; 2025Q4: 731,627 shares 731,627 $147M 0.8% -9,993 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: 1,173,141 shares; 2024Q4: 1,155,175 shares; 2025Q1: 1,140,919 shares; 2025Q2: 873,721 shares; 2025Q3: 859,900 shares; 2025Q4: 832,688 shares 832,688 $144M 0.79% -27,212 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: 560,318 shares; 2024Q4: 541,310 shares; 2025Q1: 554,288 shares; 2025Q2: 551,782 shares; 2025Q3: 542,095 shares; 2025Q4: 337,326 shares 337,326 $118M 0.64% -204,769 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: 1,113 shares; 2024Q4: 1,170 shares; 2025Q1: 1,827 shares; 2025Q2: 2,301 shares; 2025Q3: 125,269 shares; 2025Q4: 736,146 shares 736,146 $113M 0.62% +610,877 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: 361,690 shares; 2024Q4: 383,272 shares; 2025Q1: 874,933 shares; 2025Q2: 908,628 shares; 2025Q3: 883,486 shares; 2025Q4: 771,420 shares 771,420 $111M 0.6% -112,066 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: 110,940 shares; 2024Q4: 118,555 shares; 2025Q1: 132,904 shares; 2025Q2: 343,316 shares; 2025Q3: 350,542 shares; 2025Q4: 355,939 shares 355,939 $109M 0.59% +5,397 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: 88,709 shares; 2024Q4: 104,065 shares; 2025Q1: 134,714 shares; 2025Q2: 166,066 shares; 2025Q3: 216,130 shares; 2025Q4: 307,428 shares 307,428 $108M 0.59% +91,298 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: 1,018,536 shares; 2024Q4: 1,035,358 shares; 2025Q1: 1,088,274 shares; 2025Q2: 1,481,384 shares; 2025Q3: 1,702,585 shares; 2025Q4: 1,215,939 shares 1,215,939 $106M 0.58% -486,646 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: 222 shares; 2024Q4: 206 shares; 2025Q1: 194 shares; 2025Q2: 179 shares; 2025Q3: 142 shares; 2025Q4: 137 shares 137 $103M 0.56% -5 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: 497,917 shares; 2024Q4: 476,790 shares; 2025Q1: 438,109 shares; 2025Q2: 397,534 shares; 2025Q3: 369,293 shares; 2025Q4: 338,958 shares 338,958 $102M 0.56% -30,335 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: 435,169 shares; 2024Q4: 487,133 shares; 2025Q1: 551,789 shares; 2025Q2: 579,705 shares; 2025Q3: 598,613 shares; 2025Q4: 593,339 shares 593,339 $95.4M 0.52% -5,274 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,368 shares; 2025Q3: 941,210 shares; 2025Q4: 2,240,706 shares 2,240,706 $86.2M 0.47% +1,299,496 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: 218,319 shares; 2024Q4: 251,194 shares; 2025Q1: 293,554 shares; 2025Q2: 310,121 shares; 2025Q3: 320,547 shares; 2025Q4: 316,734 shares 316,734 $81.1M 0.44% -3,813 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: 364,635 shares; 2024Q4: 355,495 shares; 2025Q1: 351,456 shares; 2025Q2: 366,275 shares; 2025Q3: 374,940 shares; 2025Q4: 376,910 shares 376,910 $78M 0.43% +1,970 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: 118,763 shares; 2024Q4: 132,393 shares; 2025Q1: 146,195 shares; 2025Q2: 154,520 shares; 2025Q3: 199,736 shares; 2025Q4: 230,992 shares 230,992 $77.8M 0.42% +31,256 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401,880 shares; 2025Q3: 1,063,701 shares; 2025Q4: 2,396,201 shares 2,396,201 $77.8M 0.42% +1,332,500 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,271,161 shares; 2024Q4: 1,531,244 shares; 2025Q1: 1,728,582 shares; 2025Q2: 1,815,420 shares; 2025Q3: 1,871,190 shares; 2025Q4: 1,804,927 shares 1,804,927 $77.5M 0.42% -66,263 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: 968,267 shares; 2024Q4: 1,006,623 shares; 2025Q1: 1,194,045 shares; 2025Q2: 1,444,027 shares; 2025Q3: 1,472,381 shares; 2025Q4: 1,417,603 shares 1,417,603 $74.6M 0.41% -54,778 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: 215,035 shares; 2024Q4: 218,894 shares; 2025Q1: 190,412 shares; 2025Q2: 719,061 shares; 2025Q3: 758,768 shares; 2025Q4: 1,063,724 shares 1,063,724 $74.4M 0.41% +304,956 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 454,610 shares; 2025Q1: 499,223 shares; 2025Q2: 532,556 shares; 2025Q3: 554,691 shares; 2025Q4: 550,220 shares 550,220 $72.1M 0.39% -4,471 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742,604 shares; 2024Q4: 574,249 shares; 2025Q1: 492,033 shares; 2025Q2: 482,077 shares; 2025Q3: 452,286 shares; 2025Q4: 449,289 shares 449,289 $72.1M 0.39% -2,997 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,711 shares; 2024Q4: 29,128 shares; 2025Q1: 61,833 shares; 2025Q2: 247,822 shares; 2025Q3: 256,984 shares; 2025Q4: 264,320 shares 264,320 $71.7M 0.39% +7,336 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS 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: 2,490,801 shares; 2025Q4: 2,952,808 shares 2,952,808 $71.2M 0.39% +462,007 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: 271,814 shares; 2024Q4: 359,111 shares; 2025Q1: 447,066 shares; 2025Q2: 470,499 shares; 2025Q3: 484,790 shares; 2025Q4: 474,214 shares 474,214 $68.7M 0.37% -10,576 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: 151,979 shares; 2024Q4: 171,766 shares; 2025Q1: 175,487 shares; 2025Q2: 184,742 shares; 2025Q3: 190,358 shares; 2025Q4: 187,084 shares 187,084 $66.8M 0.36% -3,274 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,988 shares; 2025Q1: 150,671 shares; 2025Q2: 202,418 shares; 2025Q3: 247,356 shares; 2025Q4: 240,691 shares 240,691 $66.2M 0.36% -6,665 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,703,158 shares; 2025Q1: 3,395,447 shares; 2025Q2: 3,395,447 shares; 2025Q3: 2,767,739 shares; 2025Q4: 2,259,089 shares 2,259,089 $62.2M 0.34% -508,650 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,556 shares; 2024Q4: 543,622 shares; 2025Q1: 628,356 shares; 2025Q2: 666,622 shares; 2025Q3: 684,687 shares; 2025Q4: 797,350 shares 797,350 $60.2M 0.33% +112,663 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,080 shares; 2024Q4: 201,603 shares; 2025Q1: 235,726 shares; 2025Q2: 223,278 shares; 2025Q3: 231,312 shares; 2025Q4: 227,522 shares 227,522 $57.4M 0.31% -3,790 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,737 shares; 2024Q4: 157,584 shares; 2025Q1: 184,054 shares; 2025Q2: 195,578 shares; 2025Q3: 202,829 shares; 2025Q4: 200,741 shares 200,741 $57.3M 0.31% -2,088 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 742 shares; 2025Q1: 198,957 shares; 2025Q2: 282,005 shares; 2025Q3: 286,215 shares; 2025Q4: 281,060 shares 281,060 $57.1M 0.31% -5,155 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,849 shares; 2024Q4: 571,577 shares; 2025Q1: 671,299 shares; 2025Q2: 951,619 shares; 2025Q3: 1,068,801 shares; 2025Q4: 891,981 shares 891,981 $56.2M 0.31% -176,820 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: 110,316 shares; 2024Q4: 113,546 shares; 2025Q1: 115,209 shares; 2025Q2: 117,386 shares; 2025Q3: 117,552 shares; 2025Q4: 120,334 shares 120,334 $56M 0.31% +2,782 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: 451,027 shares; 2024Q4: 451,009 shares; 2025Q1: 463,294 shares; 2025Q2: 470,850 shares; 2025Q3: 473,957 shares; 2025Q4: 466,039 shares 466,039 $56M 0.31% -7,918 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 665,352 shares; 2025Q2: 695,963 shares; 2025Q3: 713,888 shares; 2025Q4: 705,018 shares 705,018 $55.6M 0.3% -8,870 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 282 shares; 2025Q1: 275 shares; 2025Q2: 308 shares; 2025Q3: 267,893 shares; 2025Q4: 315,268 shares 315,268 $54.7M 0.3% +47,375 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,831 shares; 2024Q4: 577,455 shares; 2025Q1: 640,661 shares; 2025Q2: 630,158 shares; 2025Q3: 788,715 shares; 2025Q4: 672,458 shares 672,458 $53.6M 0.29% -116,257 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,599 shares; 2024Q4: 215,381 shares; 2025Q1: 265,151 shares; 2025Q2: 364,821 shares; 2025Q3: 368,643 shares; 2025Q4: 289,433 shares 289,433 $52.7M 0.29% -79,210 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,529,784 shares; 2025Q2: 6,524,124 shares; 2025Q3: 6,524,647 shares; 2025Q4: 6,545,624 shares 6,545,624 $52M 0.28% +20,977 Timeline INTA INTAPP INC More: the full row for INTAPP 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: 1,108,767 shares; 2025Q4: 1,108,767 shares 1,108,767 $50.8M 0.28% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 527 shares; 2025Q1: 646 shares; 2025Q2: 653 shares; 2025Q3: 372,138 shares; 2025Q4: 560,737 shares 560,737 $50.5M 0.28% +188,599 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: 464,039 shares; 2024Q4: 511,742 shares; 2025Q1: 637,844 shares; 2025Q2: 674,561 shares; 2025Q3: 687,821 shares; 2025Q4: 598,387 shares 598,387 $50.4M 0.27% -89,434 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988,769 shares; 2024Q4: 1,279,907 shares; 2025Q1: 1,441,241 shares; 2025Q2: 1,510,696 shares; 2025Q3: 1,546,291 shares; 2025Q4: 1,394,737 shares 1,394,737 $50.2M 0.27% -151,554 Timeline PAY PAYMENTUS HOLDINGS INC More: the full row for PAYMENTUS 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: 637,349 shares; 2025Q4: 1,580,593 shares 1,580,593 $49.9M 0.27% +943,244 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: 167,029 shares; 2024Q4: 149,581 shares; 2025Q1: 149,379 shares; 2025Q2: 149,390 shares; 2025Q3: 149,390 shares; 2025Q4: 149,390 shares 149,390 $47.8M 0.26% 0 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: 214,102 shares; 2024Q4: 214,232 shares; 2025Q1: 210,292 shares; 2025Q2: 209,572 shares; 2025Q3: 205,542 shares; 2025Q4: 205,240 shares 205,240 $47.5M 0.26% -302 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,065,880 shares; 2024Q4: 2,065,880 shares; 2025Q1: 2,065,880 shares; 2025Q2: 1,793,139 shares; 2025Q3: 1,793,139 shares; 2025Q4: 1,793,139 shares 1,793,139 $46M 0.25% 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: 66,401 shares; 2024Q4: 63,597 shares; 2025Q1: 61,462 shares; 2025Q2: 62,250 shares; 2025Q3: 62,230 shares; 2025Q4: 169,806 shares 169,806 $44.6M 0.24% +107,576 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,959 shares; 2024Q4: 157,035 shares; 2025Q1: 137,314 shares; 2025Q2: 137,314 shares; 2025Q3: 137,364 shares; 2025Q4: 151,840 shares 151,840 $43.3M 0.24% +14,476 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: 105,317 shares; 2024Q4: 111,870 shares; 2025Q1: 109,703 shares; 2025Q2: 116,234 shares; 2025Q3: 120,795 shares; 2025Q4: 132,513 shares 132,513 $42.7M 0.23% +11,718 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: 270,587 shares; 2024Q4: 312,955 shares; 2025Q1: 366,484 shares; 2025Q2: 389,082 shares; 2025Q3: 401,170 shares; 2025Q4: 331,380 shares 331,380 $40.4M 0.22% -69,790 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: 30,745 shares; 2025Q1: 34,628 shares; 2025Q2: 38,941 shares; 2025Q3: 36,096 shares; 2025Q4: 34,441 shares 34,441 $36.9M 0.2% -1,655 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: 24,780 shares; 2024Q4: 25,848 shares; 2025Q1: 27,290 shares; 2025Q2: 28,271 shares; 2025Q3: 32,558 shares; 2025Q4: 55,702 shares 55,702 $34.9M 0.19% +23,144 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: 60,259 shares; 2024Q4: 68,033 shares; 2025Q1: 63,577 shares; 2025Q2: 69,912 shares; 2025Q3: 77,411 shares; 2025Q4: 100,473 shares 100,473 $34.8M 0.19% +23,062 Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330,615 shares; 2024Q4: 3,818,613 shares; 2025Q1: 3,818,613 shares; 2025Q2: 2,791,365 shares; 2025Q3: 3,764,034 shares; 2025Q4: 3,764,034 shares 3,764,034 $33.2M 0.18% 0 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: 148 shares; 2024Q4: 235 shares; 2025Q1: 117 shares; 2025Q2: 346 shares; 2025Q3: 361 shares; 2025Q4: 305,929 shares 305,929 $32.9M 0.18% +305,568 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,667 shares; 2024Q4: 149,902 shares; 2025Q1: 145,099 shares; 2025Q2: 137,473 shares; 2025Q3: 135,174 shares; 2025Q4: 126,702 shares 126,702 $31.2M 0.17% -8,472 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: 313,427 shares; 2024Q4: 297,263 shares; 2025Q1: 306,590 shares; 2025Q2: 13,765 shares; 2025Q3: 17,271 shares; 2025Q4: 94,200 shares 94,200 $31.1M 0.17% +76,929 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: 26,829 shares; 2024Q4: 27,295 shares; 2025Q1: 25,727 shares; 2025Q2: 25,727 shares; 2025Q3: 25,187 shares; 2025Q4: 125,868 shares 125,868 $31M 0.17% +100,681 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 837,400 shares; 2025Q1: 931,444 shares; 2025Q2: 1,308,791 shares; 2025Q3: 1,752,230 shares; 2025Q4: 1,572,778 shares 1,572,778 $29.6M 0.16% -179,452 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,221 shares; 2024Q4: 134,947 shares; 2025Q1: 141,651 shares; 2025Q2: 127,296 shares; 2025Q3: 129,080 shares; 2025Q4: 111,003 shares 111,003 $27M 0.15% -18,077 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: 7,795 shares; 2024Q4: 7,820 shares; 2025Q1: 7,628 shares; 2025Q2: 7,697 shares; 2025Q3: 7,738 shares; 2025Q4: 7,784 shares 7,784 $26.4M 0.14% +46 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: 247,789 shares; 2024Q4: 228,228 shares; 2025Q1: 228,194 shares; 2025Q2: 228,682 shares; 2025Q3: 219,333 shares; 2025Q4: 203,608 shares 203,608 $26.3M 0.14% -15,725 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: 217,735 shares; 2024Q4: 215,146 shares; 2025Q1: 199,869 shares; 2025Q2: 206,025 shares; 2025Q3: 210,893 shares; 2025Q4: 215,141 shares 215,141 $25.9M 0.14% +4,248 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: 234,454 shares; 2024Q4: 228,022 shares; 2025Q1: 211,517 shares; 2025Q2: 208,092 shares; 2025Q3: 215,555 shares; 2025Q4: 230,359 shares 230,359 $24.2M 0.13% +14,804 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 12,140 shares; 2025Q2: 11,605 shares; 2025Q3: 10,620 shares; 2025Q4: 10,658 shares 10,658 $22.9M 0.12% +38 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: 117,357 shares; 2024Q4: 112,450 shares; 2025Q1: 106,316 shares; 2025Q2: 107,760 shares; 2025Q3: 136,179 shares; 2025Q4: 122,804 shares 122,804 $22.8M 0.12% -13,375 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: 88,786 shares; 2024Q4: 106,091 shares; 2025Q1: 79,659 shares; 2025Q2: 86,999 shares; 2025Q3: 90,866 shares; 2025Q4: 99,006 shares 99,006 $22.6M 0.12% +8,140 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 152 shares; 2025Q1: 231 shares; 2025Q2: 905 shares; 2025Q3: 403,078 shares; 2025Q4: 404,424 shares 404,424 $21.7M 0.12% +1,346 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: 15,626 shares; 2024Q4: 16,981 shares; 2025Q1: 18,348 shares; 2025Q2: 20,602 shares; 2025Q3: 25,297 shares; 2025Q4: 31,500 shares 31,500 $20.8M 0.11% +6,203 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,778 shares; 2024Q4: 53,838 shares; 2025Q1: 53,793 shares; 2025Q2: 54,761 shares; 2025Q3: 54,761 shares; 2025Q4: 57,487 shares 57,487 $19.7M 0.11% +2,726 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: 269,701 shares; 2024Q4: 297,312 shares; 2025Q1: 274,536 shares; 2025Q2: 279,986 shares; 2025Q3: 285,318 shares; 2025Q4: 290,309 shares 290,309 $19.2M 0.1% +4,991 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: 187,801 shares; 2024Q4: 222,801 shares; 2025Q1: 237,106 shares; 2025Q2: 242,370 shares; 2025Q3: 236,114 shares; 2025Q4: 199,363 shares 199,363 $19.1M 0.1% -36,751 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,590 shares; 2024Q4: 39,653 shares; 2025Q1: 39,639 shares; 2025Q2: 40,629 shares; 2025Q3: 43,922 shares; 2025Q4: 46,605 shares 46,605 $18.5M 0.1% +2,683 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: 93,755 shares; 2024Q4: 93,013 shares; 2025Q1: 89,898 shares; 2025Q2: 93,038 shares; 2025Q3: 95,578 shares; 2025Q4: 98,997 shares 98,997 $18.2M 0.1% +3,419 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: 37,367 shares; 2024Q4: 60,121 shares; 2025Q1: 453,455 shares; 2025Q2: 457,186 shares; 2025Q3: 453,639 shares; 2025Q4: 354,954 shares 354,954 $18.1M 0.1% -98,685 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: 3,487 shares; 2024Q4: 9,643 shares; 2025Q1: 14,278 shares; 2025Q2: 25,172 shares; 2025Q3: 28,702 shares; 2025Q4: 33,644 shares 33,644 $17.2M 0.09% +4,942 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,880 shares; 2024Q4: 253,880 shares; 2025Q1: 250,146 shares; 2025Q2: 250,938 shares; 2025Q3: 250,239 shares; 2025Q4: 253,431 shares 253,431 $17.1M 0.09% +3,192 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: 41,569 shares; 2024Q4: 41,690 shares; 2025Q1: 40,311 shares; 2025Q2: 41,401 shares; 2025Q3: 43,011 shares; 2025Q4: 44,289 shares 44,289 $16.4M 0.09% +1,278 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: 40,743 shares; 2024Q4: 46,098 shares; 2025Q1: 51,298 shares; 2025Q2: 60,758 shares; 2025Q3: 62,118 shares; 2025Q4: 84,416 shares 84,416 $16.2M 0.09% +22,298 Timeline ATNI ATN INTL INC More: the full row for ATN INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,150 shares; 2024Q4: 627,150 shares; 2025Q1: 627,150 shares; 2025Q2: 627,150 shares; 2025Q3: 662,544 shares; 2025Q4: 662,544 shares 662,544 $15.1M 0.08% 0 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: 7,818 shares; 2024Q4: 7,853 shares; 2025Q1: 7,178 shares; 2025Q2: 12,626 shares; 2025Q3: 38,242 shares; 2025Q4: 43,730 shares 43,730 $14.7M 0.08% +5,488 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: 35,821 shares; 2024Q4: 36,447 shares; 2025Q1: 35,193 shares; 2025Q2: 36,442 shares; 2025Q3: 38,778 shares; 2025Q4: 41,174 shares 41,174 $14.2M 0.08% +2,396 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: 214,770 shares; 2024Q4: 224,023 shares; 2025Q1: 215,228 shares; 2025Q2: 231,969 shares; 2025Q3: 237,825 shares; 2025Q4: 257,406 shares 257,406 $14.2M 0.08% +19,581 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: 45,488 shares; 2024Q4: 44,188 shares; 2025Q1: 42,062 shares; 2025Q2: 43,810 shares; 2025Q3: 45,008 shares; 2025Q4: 46,577 shares 46,577 $13.8M 0.08% +1,569 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: 170,052 shares; 2024Q4: 142,966 shares; 2025Q1: 132,248 shares; 2025Q2: 132,025 shares; 2025Q3: 140,059 shares; 2025Q4: 141,008 shares 141,008 $13.5M 0.07% +949 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: 54,857 shares; 2024Q4: 81,856 shares; 2025Q1: 78,414 shares; 2025Q2: 79,540 shares; 2025Q3: 85,483 shares; 2025Q4: 86,259 shares 86,259 $13.1M 0.07% +776 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: 190,837 shares; 2024Q4: 196,963 shares; 2025Q1: 258,704 shares; 2025Q2: 148,857 shares; 2025Q3: 80,721 shares; 2025Q4: 88,241 shares 88,241 $12.7M 0.07% +7,520 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: 12,553 shares; 2024Q4: 12,757 shares; 2025Q1: 6,965 shares; 2025Q2: 11,300 shares; 2025Q3: 17,445 shares; 2025Q4: 27,590 shares 27,590 $12.4M 0.07% +10,145 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: 613,015 shares; 2024Q4: 532,083 shares; 2025Q1: 448,683 shares; 2025Q2: 335,759 shares; 2025Q3: 319,329 shares; 2025Q4: 309,376 shares 309,376 $12.1M 0.07% -9,953 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: 400,390 shares; 2024Q4: 390,769 shares; 2025Q1: 372,565 shares; 2025Q2: 373,589 shares; 2025Q3: 377,440 shares; 2025Q4: 382,505 shares 382,505 $11.4M 0.06% +5,065 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: 38,973 shares; 2024Q4: 38,400 shares; 2025Q1: 42,589 shares; 2025Q2: 46,730 shares; 2025Q3: 46,003 shares; 2025Q4: 51,533 shares 51,533 $11.3M 0.06% +5,530 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: 118,163 shares; 2024Q4: 132,074 shares; 2025Q1: 132,156 shares; 2025Q2: 126,448 shares; 2025Q3: 120,212 shares; 2025Q4: 142,384 shares 142,384 $11M 0.06% +22,172 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511,330 shares; 2024Q4: 2,639,121 shares; 2025Q1: 2,607,210 shares; 2025Q2: 2,458,344 shares; 2025Q3: 2,355,620 shares; 2025Q4: 1,936,199 shares 1,936,199 $10.8M 0.06% -419,421 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: 10,864 shares; 2024Q4: 14,592 shares; 2025Q1: 17,580 shares; 2025Q2: 19,075 shares; 2025Q3: 16,021 shares; 2025Q4: 17,242 shares 17,242 $10.6M 0.06% +1,221 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: 17,152 shares; 2024Q4: 17,305 shares; 2025Q1: 17,236 shares; 2025Q2: 17,211 shares; 2025Q3: 17,129 shares; 2025Q4: 17,272 shares 17,272 $10.4M 0.06% +143 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,902 shares; 2024Q4: 87,921 shares; 2025Q1: 77,014 shares; 2025Q2: 77,426 shares; 2025Q3: 76,583 shares; 2025Q4: 78,884 shares 78,884 $10.3M 0.06% +2,301 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: not reported; 2025Q1: 187 shares; 2025Q2: 172,187 shares; 2025Q3: 172,187 shares; 2025Q4: 165,307 shares 165,307 $10.1M 0.06% -6,880 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,976 shares; 2024Q4: 222,606 shares; 2025Q1: 221,912 shares; 2025Q2: 221,912 shares; 2025Q3: 222,029 shares; 2025Q4: 221,912 shares 221,912 $9.68M 0.05% -117 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: 8,378 shares; 2024Q4: 11,291 shares; 2025Q1: 11,752 shares; 2025Q2: 15,443 shares; 2025Q3: 17,323 shares; 2025Q4: 19,450 shares 19,450 $9.41M 0.05% +2,127 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS 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: 141,628 shares; 2025Q3: 141,628 shares; 2025Q4: 141,628 shares 141,628 $8.87M 0.05% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,582 shares; 2024Q4: 326,990 shares; 2025Q1: 300,173 shares; 2025Q2: 309,654 shares; 2025Q3: 290,921 shares; 2025Q4: 320,178 shares 320,178 $8.43M 0.05% +29,257 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: 28,956 shares; 2024Q4: 28,545 shares; 2025Q1: 26,396 shares; 2025Q2: 26,881 shares; 2025Q3: 30,574 shares; 2025Q4: 34,874 shares 34,874 $8.41M 0.05% +4,300 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: 13,250 shares; 2024Q4: 13,308 shares; 2025Q1: 13,306 shares; 2025Q2: 13,704 shares; 2025Q3: 15,349 shares; 2025Q4: 14,308 shares 14,308 $8.2M 0.04% -1,041 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,501 shares; 2024Q4: 21,941 shares; 2025Q1: 21,366 shares; 2025Q2: 18,785 shares; 2025Q3: 28,211 shares; 2025Q4: 206,152 shares 206,152 $7.91M 0.04% +177,941 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: 41,962 shares; 2024Q4: 43,036 shares; 2025Q1: 42,835 shares; 2025Q2: 47,556 shares; 2025Q3: 47,796 shares; 2025Q4: 48,686 shares 48,686 $7.89M 0.04% +890 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876,688 shares; 2024Q4: 1,876,688 shares; 2025Q1: 1,876,688 shares; 2025Q2: 1,876,688 shares; 2025Q3: 1,876,688 shares; 2025Q4: 1,876,688 shares 1,876,688 $7.64M 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,497 shares; 2024Q4: 50,076 shares; 2025Q1: 49,238 shares; 2025Q2: 50,702 shares; 2025Q3: 50,947 shares; 2025Q4: 57,452 shares 57,452 $7.63M 0.04% +6,505 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: 54,745 shares; 2024Q4: 64,224 shares; 2025Q1: 91,829 shares; 2025Q2: 98,558 shares; 2025Q3: 95,744 shares; 2025Q4: 113,110 shares 113,110 $7.6M 0.04% +17,366 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,902 shares; 2024Q4: 19,128 shares; 2025Q1: 20,131 shares; 2025Q2: 21,513 shares; 2025Q3: 23,790 shares; 2025Q4: 28,494 shares 28,494 $7.55M 0.04% +4,704 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,203 shares; 2024Q4: 17,203 shares; 2025Q1: 17,203 shares; 2025Q2: 17,203 shares; 2025Q3: 206,053 shares; 2025Q4: 226,684 shares 226,684 $7.49M 0.04% +20,631 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: 22,755 shares; 2024Q4: 24,925 shares; 2025Q1: 44,919 shares; 2025Q2: 44,020 shares; 2025Q3: 24,363 shares; 2025Q4: 15,349 shares 15,349 $7.26M 0.04% -9,014 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,932 shares; 2024Q4: 63,045 shares; 2025Q1: 61,539 shares; 2025Q2: 50,177 shares; 2025Q3: 48,940 shares; 2025Q4: 50,762 shares 50,762 $7M 0.04% +1,822 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 4,963 shares; 2025Q1: 4,983 shares; 2025Q2: 5,038 shares; 2025Q3: 5,020 shares; 2025Q4: 5,191 shares 5,191 $6.9M 0.04% +171 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: 123,022 shares; 2024Q4: 126,639 shares; 2025Q1: 118,221 shares; 2025Q2: 116,095 shares; 2025Q3: 118,375 shares; 2025Q4: 119,491 shares 119,491 $6.89M 0.04% +1,116 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,387 shares; 2024Q4: 325,387 shares; 2025Q1: 314,786 shares; 2025Q2: 309,889 shares; 2025Q3: 310,719 shares; 2025Q4: 304,357 shares 304,357 $6.79M 0.04% -6,362 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: 85,626 shares; 2024Q4: 94,441 shares; 2025Q1: 88,017 shares; 2025Q2: 89,985 shares; 2025Q3: 91,160 shares; 2025Q4: 91,584 shares 91,584 $6.73M 0.04% +424 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: 14,747 shares; 2024Q4: 15,025 shares; 2025Q1: 14,803 shares; 2025Q2: 14,743 shares; 2025Q3: 13,762 shares; 2025Q4: 13,784 shares 13,784 $6.72M 0.04% +22 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: 20,393 shares; 2024Q4: 18,196 shares; 2025Q1: 17,568 shares; 2025Q2: 18,593 shares; 2025Q3: 17,907 shares; 2025Q4: 20,484 shares 20,484 $6.7M 0.04% +2,577 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: 14,910 shares; 2024Q4: 15,490 shares; 2025Q1: 14,201 shares; 2025Q2: 15,056 shares; 2025Q3: 17,395 shares; 2025Q4: 21,487 shares 21,487 $6.62M 0.04% +4,092 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: 35,032 shares; 2024Q4: 34,020 shares; 2025Q1: 33,462 shares; 2025Q2: 37,434 shares; 2025Q3: 38,018 shares; 2025Q4: 42,572 shares 42,572 $6.11M 0.03% +4,554 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: 29,930 shares; 2024Q4: 32,296 shares; 2025Q1: 40,950 shares; 2025Q2: 40,887 shares; 2025Q3: 28,165 shares; 2025Q4: 28,953 shares 28,953 $6.09M 0.03% +788 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: 8,280 shares; 2024Q4: 8,421 shares; 2025Q1: 8,973 shares; 2025Q2: 13,378 shares; 2025Q3: 15,881 shares; 2025Q4: 20,883 shares 20,883 $6.06M 0.03% +5,002 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,227 shares; 2024Q4: 17,499 shares; 2025Q1: 17,154 shares; 2025Q2: 17,182 shares; 2025Q3: 17,874 shares; 2025Q4: 19,708 shares 19,708 $5.99M 0.03% +1,834 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,500 shares; 2024Q4: 43,500 shares; 2025Q1: 43,500 shares; 2025Q2: 43,500 shares; 2025Q3: 43,500 shares; 2025Q4: 43,546 shares 43,546 $5.97M 0.03% +46 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,095 shares; 2024Q4: 24,158 shares; 2025Q1: 25,382 shares; 2025Q2: 26,949 shares; 2025Q3: 28,402 shares; 2025Q4: 38,282 shares 38,282 $5.9M 0.03% +9,880 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218,906 shares 218,906 $5.88M 0.03% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,904 shares; 2024Q4: 32,919 shares; 2025Q1: 29,658 shares; 2025Q2: 30,705 shares; 2025Q3: 30,643 shares; 2025Q4: 37,863 shares 37,863 $5.86M 0.03% +7,220 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: 106,264 shares; 2024Q4: 104,097 shares; 2025Q1: 104,741 shares; 2025Q2: 107,272 shares; 2025Q3: 107,641 shares; 2025Q4: 107,531 shares 107,531 $5.78M 0.03% -110 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: 24,492 shares; 2024Q4: 38,873 shares; 2025Q1: 27,217 shares; 2025Q2: 27,565 shares; 2025Q3: 24,107 shares; 2025Q4: 26,380 shares 26,380 $5.73M 0.03% +2,273 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: 4,643 shares; 2024Q4: 5,552 shares; 2025Q1: 4,991 shares; 2025Q2: 5,505 shares; 2025Q3: 6,015 shares; 2025Q4: 6,516 shares 6,516 $5.73M 0.03% +501 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,440 shares; 2024Q4: 51,440 shares; 2025Q1: 51,440 shares; 2025Q2: 51,440 shares; 2025Q3: 51,440 shares; 2025Q4: 64,859 shares 64,859 $5.71M 0.03% +13,419 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,345 shares; 2024Q4: 16,233 shares; 2025Q1: 17,402 shares; 2025Q2: 18,043 shares; 2025Q3: 18,725 shares; 2025Q4: 19,607 shares 19,607 $5.66M 0.03% +882 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,693 shares; 2024Q4: 26,693 shares; 2025Q1: 24,581 shares; 2025Q2: 25,764 shares; 2025Q3: 27,217 shares; 2025Q4: 32,823 shares 32,823 $5.61M 0.03% +5,606 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,698 shares; 2024Q4: 88,692 shares; 2025Q1: 67,120 shares; 2025Q2: 52,236 shares; 2025Q3: 54,416 shares; 2025Q4: 55,818 shares 55,818 $5.54M 0.03% +1,402 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: 118,491 shares; 2024Q4: 99,354 shares; 2025Q1: 96,003 shares; 2025Q2: 89,394 shares; 2025Q3: 93,677 shares; 2025Q4: 103,683 shares 103,683 $5.53M 0.03% +10,006 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,039 shares; 2025Q1: 45,245 shares; 2025Q2: 45,245 shares; 2025Q3: 43,980 shares; 2025Q4: 43,150 shares 43,150 $5.47M 0.03% -830 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: 62,002 shares; 2024Q4: 56,304 shares; 2025Q1: 50,817 shares; 2025Q2: 53,215 shares; 2025Q3: 54,566 shares; 2025Q4: 50,583 shares 50,583 $5.31M 0.03% -3,983 Timeline SPHQ 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: 67,200 shares; 2024Q4: 67,200 shares; 2025Q1: 67,200 shares; 2025Q2: 70,102 shares; 2025Q3: 70,102 shares; 2025Q4: 70,102 shares 70,102 $5.26M 0.03% 0 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: 210,927 shares; 2024Q4: 177,073 shares; 2025Q1: 161,561 shares; 2025Q2: 185,373 shares; 2025Q3: 189,248 shares; 2025Q4: 209,603 shares 209,603 $5.22M 0.03% +20,355 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,683 shares; 2024Q4: 37,625 shares; 2025Q1: 37,625 shares; 2025Q2: 37,625 shares; 2025Q3: 37,364 shares; 2025Q4: 37,364 shares 37,364 $5.2M 0.03% 0 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: 41,184 shares; 2024Q4: 41,386 shares; 2025Q1: 38,238 shares; 2025Q2: 39,067 shares; 2025Q3: 38,422 shares; 2025Q4: 45,484 shares 45,484 $5.17M 0.03% +7,062 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: 18,700 shares; 2024Q4: 19,529 shares; 2025Q1: 18,123 shares; 2025Q2: 21,943 shares; 2025Q3: 23,260 shares; 2025Q4: 28,792 shares 28,792 $5.11M 0.03% +5,532 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: 42,703 shares; 2024Q4: 46,876 shares; 2025Q1: 33,385 shares; 2025Q2: 36,030 shares; 2025Q3: 43,671 shares; 2025Q4: 54,794 shares 54,794 $5.11M 0.03% +11,123 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: 20,110 shares; 2024Q4: 21,644 shares; 2025Q1: 21,136 shares; 2025Q2: 22,849 shares; 2025Q3: 26,392 shares; 2025Q4: 33,143 shares 33,143 $5.09M 0.03% +6,751 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,377 shares; 2024Q4: 168,491 shares; 2025Q1: 92,344 shares; 2025Q2: 73,101 shares; 2025Q3: 66,896 shares; 2025Q4: 56,112 shares 56,112 $4.84M 0.03% -10,784 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,703 shares; 2024Q4: 30,855 shares; 2025Q1: 30,955 shares; 2025Q2: 30,928 shares; 2025Q3: 30,926 shares; 2025Q4: 31,845 shares 31,845 $4.67M 0.03% +919 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: 86,429 shares; 2024Q4: 80,832 shares; 2025Q1: 72,806 shares; 2025Q2: 77,687 shares; 2025Q3: 77,279 shares; 2025Q4: 84,502 shares 84,502 $4.56M 0.02% +7,223 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,690 shares; 2025Q2: 51,459 shares; 2025Q3: 50,347 shares; 2025Q4: 53,314 shares 53,314 $4.55M 0.02% +2,967 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest 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: 108,578 shares; 2025Q4: 339,978 shares 339,978 $4.54M 0.02% +231,400 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: 3,110 shares; 2024Q4: 8,963 shares; 2025Q1: 33,836 shares; 2025Q2: 45,308 shares; 2025Q3: 51,299 shares; 2025Q4: 54,268 shares 54,268 $4.46M 0.02% +2,969 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: 4,356 shares; 2024Q4: 2,526 shares; 2025Q1: 3,203 shares; 2025Q2: 4,692 shares; 2025Q3: 4,577 shares; 2025Q4: 46,823 shares 46,823 $4.39M 0.02% +42,246 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: 10,491 shares; 2024Q4: 11,066 shares; 2025Q1: 14,861 shares; 2025Q2: 16,236 shares; 2025Q3: 16,340 shares; 2025Q4: 19,944 shares 19,944 $4.27M 0.02% +3,604 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: 23,663 shares; 2024Q4: 24,567 shares; 2025Q1: 25,006 shares; 2025Q2: 25,802 shares; 2025Q3: 26,157 shares; 2025Q4: 26,553 shares 26,553 $4.25M 0.02% +396 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: 5,103 shares; 2024Q4: 5,154 shares; 2025Q1: 5,077 shares; 2025Q2: 5,044 shares; 2025Q3: 4,950 shares; 2025Q4: 14,790 shares 14,790 $4.25M 0.02% +9,840 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 7,454 shares; 2025Q1: 7,454 shares; 2025Q2: 29,406 shares; 2025Q3: 33,085 shares; 2025Q4: 34,384 shares 34,384 $4.19M 0.02% +1,299 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: 33,743 shares; 2024Q4: 38,169 shares; 2025Q1: 34,897 shares; 2025Q2: 40,620 shares; 2025Q3: 44,928 shares; 2025Q4: 51,893 shares 51,893 $4.17M 0.02% +6,965 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83 shares; 2025Q4: 15,053 shares 15,053 $4.15M 0.02% +14,970 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,694 shares; 2025Q1: 15,229 shares; 2025Q2: 16,189 shares; 2025Q3: 15,646 shares; 2025Q4: 17,717 shares 17,717 $4.06M 0.02% +2,071 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: 11,538 shares; 2024Q4: 11,844 shares; 2025Q1: 11,578 shares; 2025Q2: 11,450 shares; 2025Q3: 12,296 shares; 2025Q4: 15,029 shares 15,029 $4.03M 0.02% +2,733 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,205 shares; 2024Q4: 124,632 shares; 2025Q1: 92,948 shares; 2025Q2: 66,014 shares; 2025Q3: 59,658 shares; 2025Q4: 59,698 shares 59,698 $3.99M 0.02% +40 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: 17,912 shares; 2024Q4: 15,965 shares; 2025Q1: 15,675 shares; 2025Q2: 16,863 shares; 2025Q3: 17,348 shares; 2025Q4: 20,388 shares 20,388 $3.98M 0.02% +3,040 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,000 shares; 2024Q4: 72,000 shares; 2025Q1: 72,000 shares; 2025Q2: 72,000 shares; 2025Q3: 52,000 shares; 2025Q4: 47,000 shares 47,000 $3.95M 0.02% -5,000 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: 194,126 shares; 2024Q4: 161,760 shares; 2025Q1: 145,144 shares; 2025Q2: 81,645 shares; 2025Q3: 51,880 shares; 2025Q4: 52,867 shares 52,867 $3.9M 0.02% +987 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,032 shares; 2024Q4: 99,273 shares; 2025Q1: 99,273 shares; 2025Q2: 99,273 shares; 2025Q3: 95,070 shares; 2025Q4: 141,560 shares 141,560 $3.88M 0.02% +46,490 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,875 shares; 2024Q4: 8,181 shares; 2025Q1: 8,325 shares; 2025Q2: 10,886 shares; 2025Q3: 14,633 shares; 2025Q4: 21,799 shares 21,799 $3.87M 0.02% +7,166 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: 8,452 shares; 2024Q4: 8,522 shares; 2025Q1: 13,285 shares; 2025Q2: 11,093 shares; 2025Q3: 10,714 shares; 2025Q4: 10,374 shares 10,374 $3.87M 0.02% -340 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 2,848 shares; 2025Q1: 2,651 shares; 2025Q2: 2,650 shares; 2025Q3: 3,622 shares; 2025Q4: 3,836 shares 3,836 $3.87M 0.02% +214 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: 35,719 shares; 2024Q4: 35,867 shares; 2025Q1: 35,906 shares; 2025Q2: 37,269 shares; 2025Q3: 36,926 shares; 2025Q4: 37,956 shares 37,956 $3.83M 0.02% +1,030 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,295 shares; 2024Q4: 9,495 shares; 2025Q1: 9,445 shares; 2025Q2: 11,605 shares; 2025Q3: 12,720 shares; 2025Q4: 15,601 shares 15,601 $3.78M 0.02% +2,881 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: 4,999 shares; 2024Q4: 5,119 shares; 2025Q1: 4,614 shares; 2025Q2: 5,355 shares; 2025Q3: 4,105 shares; 2025Q4: 5,661 shares 5,661 $3.75M 0.02% +1,556 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,715 shares; 2024Q4: 56,715 shares; 2025Q1: 56,517 shares; 2025Q2: 56,561 shares; 2025Q3: 56,617 shares; 2025Q4: 56,175 shares 56,175 $3.72M 0.02% -442 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,877 shares; 2025Q4: 65,877 shares 65,877 $3.7M 0.02% 0 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: 3,784 shares; 2024Q4: 3,931 shares; 2025Q1: 3,648 shares; 2025Q2: 3,829 shares; 2025Q3: 4,392 shares; 2025Q4: 5,641 shares 5,641 $3.69M 0.02% +1,249 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,380 shares; 2025Q1: 10,293 shares; 2025Q2: 12,799 shares; 2025Q3: 15,871 shares; 2025Q4: 20,947 shares 20,947 $3.59M 0.02% +5,076 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: 48,221 shares; 2024Q4: 44,275 shares; 2025Q1: 42,852 shares; 2025Q2: 40,472 shares; 2025Q3: 39,510 shares; 2025Q4: 45,208 shares 45,208 $3.57M 0.02% +5,698 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,433 shares; 2024Q4: 7,812 shares; 2025Q1: 7,438 shares; 2025Q2: 8,635 shares; 2025Q3: 8,452 shares; 2025Q4: 10,065 shares 10,065 $3.54M 0.02% +1,613 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: 13,446 shares; 2024Q4: 13,607 shares; 2025Q1: 13,899 shares; 2025Q2: 11,335 shares; 2025Q3: 11,596 shares; 2025Q4: 12,375 shares 12,375 $3.41M 0.02% +779 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,701 shares; 2024Q4: 45,128 shares; 2025Q1: 43,360 shares; 2025Q2: 44,369 shares; 2025Q3: 44,790 shares; 2025Q4: 50,281 shares 50,281 $3.37M 0.02% +5,491 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: 294 shares; 2024Q4: 445 shares; 2025Q1: 1,773 shares; 2025Q2: 9,394 shares; 2025Q3: 8,255 shares; 2025Q4: 16,758 shares 16,758 $3.33M 0.02% +8,503 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: 6,162 shares; 2024Q4: 6,214 shares; 2025Q1: 6,134 shares; 2025Q2: 6,816 shares; 2025Q3: 7,313 shares; 2025Q4: 7,852 shares 7,852 $3.31M 0.02% +539 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: 44,700 shares; 2024Q4: 46,140 shares; 2025Q1: 45,969 shares; 2025Q2: 45,243 shares; 2025Q3: 45,871 shares; 2025Q4: 26,625 shares 26,625 $3.28M 0.02% -19,246 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: 10,721 shares; 2024Q4: 10,852 shares; 2025Q1: 9,899 shares; 2025Q2: 10,064 shares; 2025Q3: 11,071 shares; 2025Q4: 10,050 shares 10,050 $3.26M 0.02% -1,021 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: 29,346 shares; 2024Q4: 54,390 shares; 2025Q1: 50,699 shares; 2025Q2: 49,514 shares; 2025Q3: 49,912 shares; 2025Q4: 51,377 shares 51,377 $3.21M 0.02% +1,465 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: 2,659 shares; 2024Q4: 3,373 shares; 2025Q1: 3,366 shares; 2025Q2: 3,875 shares; 2025Q3: 4,035 shares; 2025Q4: 5,552 shares 5,552 $3.14M 0.02% +1,517 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 5,859 shares; 2025Q1: 5,677 shares; 2025Q2: 9,889 shares; 2025Q3: 9,963 shares; 2025Q4: 9,963 shares 9,963 $3.14M 0.02% 0 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: 96,031 shares; 2024Q4: 100,437 shares; 2025Q1: 103,005 shares; 2025Q2: 114,623 shares; 2025Q3: 125,693 shares; 2025Q4: 124,947 shares 124,947 $3.1M 0.02% -746 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,458 shares; 2024Q4: 20,797 shares; 2025Q1: 20,827 shares; 2025Q2: 20,511 shares; 2025Q3: 20,700 shares; 2025Q4: 21,705 shares 21,705 $3.07M 0.02% +1,005 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: 15,222 shares; 2024Q4: 11,841 shares; 2025Q1: 7,860 shares; 2025Q2: 8,238 shares; 2025Q3: 7,969 shares; 2025Q4: 9,824 shares 9,824 $3.07M 0.02% +1,855 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: 5,249 shares; 2024Q4: 11,870 shares; 2025Q1: 11,472 shares; 2025Q2: 13,107 shares; 2025Q3: 14,664 shares; 2025Q4: 16,004 shares 16,004 $2.95M 0.02% +1,340 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,591 shares; 2024Q4: 21,314 shares; 2025Q1: 21,254 shares; 2025Q2: 37,671 shares; 2025Q3: 41,942 shares; 2025Q4: 41,942 shares 41,942 $2.91M 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 3,171 shares; 2025Q1: 2,870 shares; 2025Q2: 4,118 shares; 2025Q3: 6,295 shares; 2025Q4: 10,172 shares 10,172 $2.9M 0.02% +3,877 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: 6,848 shares; 2024Q4: 7,772 shares; 2025Q1: 7,543 shares; 2025Q2: 8,832 shares; 2025Q3: 9,225 shares; 2025Q4: 9,105 shares 9,105 $2.9M 0.02% -120 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: 9,603 shares; 2024Q4: 8,826 shares; 2025Q1: 8,830 shares; 2025Q2: 9,078 shares; 2025Q3: 9,128 shares; 2025Q4: 9,608 shares 9,608 $2.89M 0.02% +480 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,666 shares; 2024Q4: 24,666 shares; 2025Q1: 24,666 shares; 2025Q2: 24,666 shares; 2025Q3: 26,765 shares; 2025Q4: 35,472 shares 35,472 $2.88M 0.02% +8,707 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,646 shares; 2025Q1: 1,676 shares; 2025Q2: 1,737 shares; 2025Q3: 2,013 shares; 2025Q4: 3,266 shares 3,266 $2.87M 0.02% +1,253 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: 17,430 shares; 2024Q4: 17,132 shares; 2025Q1: 15,086 shares; 2025Q2: 15,404 shares; 2025Q3: 11,695 shares; 2025Q4: 11,617 shares 11,617 $2.87M 0.02% -78 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: 53,446 shares; 2024Q4: 53,490 shares; 2025Q1: 49,172 shares; 2025Q2: 52,910 shares; 2025Q3: 52,158 shares; 2025Q4: 52,607 shares 52,607 $2.78M 0.02% +449 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 7,973 shares; 2025Q1: 8,111 shares; 2025Q2: 8,789 shares; 2025Q3: 9,158 shares; 2025Q4: 10,127 shares 10,127 $2.77M 0.02% +969 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,872 shares; 2024Q4: 27,505 shares; 2025Q1: 27,226 shares; 2025Q2: 28,034 shares; 2025Q3: 27,359 shares; 2025Q4: 32,819 shares 32,819 $2.76M 0.02% +5,460 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: 3,539 shares; 2024Q4: 3,718 shares; 2025Q1: 3,683 shares; 2025Q2: 3,881 shares; 2025Q3: 4,379 shares; 2025Q4: 5,410 shares 5,410 $2.76M 0.02% +1,031 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,321 shares; 2024Q4: 79,321 shares; 2025Q1: 79,321 shares; 2025Q2: 79,321 shares; 2025Q3: 79,321 shares; 2025Q4: 79,321 shares 79,321 $2.75M 0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,272 shares; 2024Q4: 25,272 shares; 2025Q1: 27,308 shares; 2025Q2: 27,201 shares; 2025Q3: 27,201 shares; 2025Q4: 27,240 shares 27,240 $2.71M 0.01% +39 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: 9,741 shares; 2024Q4: 9,741 shares; 2025Q1: 18,845 shares; 2025Q2: 18,921 shares; 2025Q3: 18,928 shares; 2025Q4: 19,137 shares 19,137 $2.7M 0.01% +209 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: 24,050 shares; 2024Q4: 20,877 shares; 2025Q1: 19,981 shares; 2025Q2: 20,678 shares; 2025Q3: 23,214 shares; 2025Q4: 22,755 shares 22,755 $2.67M 0.01% -459 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,343 shares; 2024Q4: 16,343 shares; 2025Q1: 16,343 shares; 2025Q2: 16,343 shares; 2025Q3: 23,221 shares; 2025Q4: 27,997 shares 27,997 $2.66M 0.01% +4,776 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: 60,269 shares; 2024Q4: 26,815 shares; 2025Q1: 22,594 shares; 2025Q2: 22,443 shares; 2025Q3: 20,204 shares; 2025Q4: 14,893 shares 14,893 $2.61M 0.01% -5,311 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 971 shares; 2025Q1: 853 shares; 2025Q2: 8,265 shares; 2025Q3: 8,910 shares; 2025Q4: 9,049 shares 9,049 $2.61M 0.01% +139 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: 21,976 shares; 2025Q3: 26,681 shares; 2025Q4: 42,681 shares 42,681 $2.57M 0.01% +16,000 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: 36,499 shares; 2024Q4: 36,899 shares; 2025Q1: 36,499 shares; 2025Q2: 37,649 shares; 2025Q3: 45,849 shares; 2025Q4: 55,927 shares 55,927 $2.57M 0.01% +10,078 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: 21,653 shares; 2024Q4: 21,633 shares; 2025Q1: 21,534 shares; 2025Q2: 21,628 shares; 2025Q3: 11,402 shares; 2025Q4: 12,269 shares 12,269 $2.56M 0.01% +867 Timeline SCHX 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: 12,041 shares; 2024Q4: 41,463 shares; 2025Q1: 37,635 shares; 2025Q2: 84,986 shares; 2025Q3: 84,935 shares; 2025Q4: 93,745 shares 93,745 $2.52M 0.01% +8,810 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: 10,211 shares; 2024Q4: 9,898 shares; 2025Q1: 9,968 shares; 2025Q2: 12,873 shares; 2025Q3: 17,741 shares; 2025Q4: 21,447 shares 21,447 $2.5M 0.01% +3,706 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,281 shares; 2024Q4: 86,462 shares; 2025Q1: 86,723 shares; 2025Q2: 87,678 shares; 2025Q3: 87,205 shares; 2025Q4: 88,637 shares 88,637 $2.46M 0.01% +1,432 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,638 shares; 2024Q4: 7,709 shares; 2025Q1: 7,709 shares; 2025Q2: 7,714 shares; 2025Q3: 8,300 shares; 2025Q4: 6,638 shares 6,638 $2.45M 0.01% -1,662 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: 34,009 shares; 2024Q4: 35,307 shares; 2025Q1: 35,967 shares; 2025Q2: 37,101 shares; 2025Q3: 37,382 shares; 2025Q4: 40,508 shares 40,508 $2.43M 0.01% +3,126 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 4,957 shares; 2025Q1: 6,306 shares; 2025Q2: 6,290 shares; 2025Q3: 6,282 shares; 2025Q4: 6,282 shares 6,282 $2.43M 0.01% 0 Timeline FNDX 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: 2,304 shares; 2025Q1: not reported; 2025Q2: 69,105 shares; 2025Q3: 85,305 shares; 2025Q4: 89,026 shares 89,026 $2.42M 0.01% +3,721 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: 6,219 shares; 2024Q4: 6,183 shares; 2025Q1: 6,151 shares; 2025Q2: 7,206 shares; 2025Q3: 8,355 shares; 2025Q4: 10,624 shares 10,624 $2.42M 0.01% +2,269 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,344 shares; 2024Q4: 235,344 shares; 2025Q1: 235,344 shares; 2025Q2: 235,344 shares; 2025Q3: 235,344 shares; 2025Q4: 230,344 shares 230,344 $2.42M 0.01% -5,000 Timeline OBT ORANGE CNTY BANCORP INC More: the full row for ORANGE CNTY BANCORP 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: 84,374 shares; 2025Q3: 84,374 shares; 2025Q4: 84,374 shares 84,374 $2.41M 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 3,457 shares; 2025Q1: 14,100 shares; 2025Q2: 19,936 shares; 2025Q3: 22,747 shares; 2025Q4: 23,715 shares 23,715 $2.37M 0.01% +968 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 692 shares; 2025Q1: 782 shares; 2025Q2: 34,065 shares; 2025Q3: 34,653 shares; 2025Q4: 35,045 shares 35,045 $2.36M 0.01% +392 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: 12,609 shares; 2024Q4: 12,979 shares; 2025Q1: 12,139 shares; 2025Q2: 10,974 shares; 2025Q3: 11,074 shares; 2025Q4: 11,074 shares 11,074 $2.35M 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: 14,460 shares; 2024Q4: 14,460 shares; 2025Q1: 19,500 shares; 2025Q2: 16,700 shares; 2025Q3: 16,710 shares; 2025Q4: 17,014 shares 17,014 $2.33M 0.01% +304 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: 7,959 shares; 2024Q4: 9,246 shares; 2025Q1: 8,345 shares; 2025Q2: 13,682 shares; 2025Q3: 15,250 shares; 2025Q4: 22,866 shares 22,866 $2.28M 0.01% +7,616 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: 1,437 shares; 2024Q4: 1,565 shares; 2025Q1: 1,559 shares; 2025Q2: 1,782 shares; 2025Q3: 1,728 shares; 2025Q4: 2,117 shares 2,117 $2.26M 0.01% +389 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,864 shares; 2025Q1: 2,354 shares; 2025Q2: 2,726 shares; 2025Q3: 3,301 shares; 2025Q4: 3,572 shares 3,572 $2.22M 0.01% +271 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,428 shares; 2025Q3: 48,372 shares; 2025Q4: 49,049 shares 49,049 $2.22M 0.01% +677 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,864 shares; 2025Q2: 29,864 shares; 2025Q3: 29,864 shares; 2025Q4: 29,864 shares 29,864 $2.22M 0.01% 0 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,887 shares; 2024Q4: 9,887 shares; 2025Q1: 9,887 shares; 2025Q2: 9,887 shares; 2025Q3: 9,950 shares; 2025Q4: 28,245 shares 28,245 $2.21M 0.01% +18,295 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,896 shares; 2024Q4: 113,896 shares; 2025Q1: 113,896 shares; 2025Q2: 113,896 shares; 2025Q3: 113,896 shares; 2025Q4: 114,050 shares 114,050 $2.18M 0.01% +154 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: 4,456 shares; 2024Q4: 4,763 shares; 2025Q1: 4,334 shares; 2025Q2: 4,872 shares; 2025Q3: 5,292 shares; 2025Q4: 6,971 shares 6,971 $2.16M 0.01% +1,679 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: 33,514 shares; 2024Q4: 31,009 shares; 2025Q1: 27,769 shares; 2025Q2: 23,875 shares; 2025Q3: 21,485 shares; 2025Q4: 22,036 shares 22,036 $2.15M 0.01% +551 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: 6,114 shares; 2024Q4: 6,114 shares; 2025Q1: 6,105 shares; 2025Q2: 5,955 shares; 2025Q3: 5,955 shares; 2025Q4: 28,318 shares 28,318 $2.14M 0.01% +22,363 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: 21,992 shares; 2024Q4: 22,558 shares; 2025Q1: 21,726 shares; 2025Q2: 24,506 shares; 2025Q3: 25,211 shares; 2025Q4: 24,437 shares 24,437 $2.13M 0.01% -774 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,444 shares; 2024Q4: 566,444 shares; 2025Q1: 516,444 shares; 2025Q2: 516,444 shares; 2025Q3: 366,444 shares; 2025Q4: 366,444 shares 366,444 $2.12M 0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,390 shares; 2024Q4: 14,411 shares; 2025Q1: 14,599 shares; 2025Q2: 14,867 shares; 2025Q3: 15,253 shares; 2025Q4: 15,468 shares 15,468 $2.11M 0.01% +215 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,336 shares; 2024Q4: 41,605 shares; 2025Q1: 40,532 shares; 2025Q2: 38,820 shares; 2025Q3: 37,860 shares; 2025Q4: 36,105 shares 36,105 $2.11M 0.01% -1,755 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,842 shares; 2025Q1: 2,830 shares; 2025Q2: 2,922 shares; 2025Q3: 3,119 shares; 2025Q4: 4,518 shares 4,518 $2.05M 0.01% +1,399 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,798 shares; 2024Q4: 9,798 shares; 2025Q1: 9,798 shares; 2025Q2: 9,798 shares; 2025Q3: 9,777 shares; 2025Q4: 9,777 shares 9,777 $2.04M 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,521 shares; 2024Q4: 13,025 shares; 2025Q1: 12,405 shares; 2025Q2: 15,822 shares; 2025Q3: 16,979 shares; 2025Q4: 26,621 shares 26,621 $2.04M 0.01% +9,642 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,299 shares; 2024Q4: 26,299 shares; 2025Q1: 26,299 shares; 2025Q2: 26,404 shares; 2025Q3: 26,554 shares; 2025Q4: 26,666 shares 26,666 $2.03M 0.01% +112 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: 10,033 shares; 2024Q4: 10,333 shares; 2025Q1: 10,033 shares; 2025Q2: 10,088 shares; 2025Q3: 10,088 shares; 2025Q4: 27,611 shares 27,611 $2.03M 0.01% +17,523 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: 9,310 shares; 2024Q4: 9,901 shares; 2025Q1: 10,035 shares; 2025Q2: 10,851 shares; 2025Q3: 11,379 shares; 2025Q4: 10,793 shares 10,793 $2.03M 0.01% -586 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: 4,521 shares; 2024Q4: 4,551 shares; 2025Q1: 4,198 shares; 2025Q2: 4,573 shares; 2025Q3: 4,970 shares; 2025Q4: 6,738 shares 6,738 $1.99M 0.01% +1,768 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,151 shares; 2024Q4: 4,016 shares; 2025Q1: 3,967 shares; 2025Q2: 4,133 shares; 2025Q3: 4,617 shares; 2025Q4: 5,630 shares 5,630 $1.99M 0.01% +1,013 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,807 shares; 2024Q4: 3,796 shares; 2025Q1: 3,796 shares; 2025Q2: 3,719 shares; 2025Q3: 3,851 shares; 2025Q4: 10,257 shares 10,257 $1.96M 0.01% +6,406 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 3,252 shares; 2025Q1: 3,320 shares; 2025Q2: 3,935 shares; 2025Q3: 4,337 shares; 2025Q4: 5,782 shares 5,782 $1.95M 0.01% +1,445 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: 46,871 shares; 2024Q4: 40,015 shares; 2025Q1: 24,627 shares; 2025Q2: 27,754 shares; 2025Q3: 37,774 shares; 2025Q4: 47,300 shares 47,300 $1.93M 0.01% +9,526 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 6,297 shares; 2025Q1: 6,255 shares; 2025Q2: 6,686 shares; 2025Q3: 7,130 shares; 2025Q4: 9,352 shares 9,352 $1.92M 0.01% +2,222 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,927 shares; 2025Q1: 2,243 shares; 2025Q2: 2,442 shares; 2025Q3: 2,549 shares; 2025Q4: 4,069 shares 4,069 $1.91M 0.01% +1,520 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,948 shares; 2025Q1: 883 shares; 2025Q2: 21,359 shares; 2025Q3: 65,319 shares; 2025Q4: 67,710 shares 67,710 $1.9M 0.01% +2,391 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,622 shares; 2024Q4: 44,282 shares; 2025Q1: 44,365 shares; 2025Q2: 43,069 shares; 2025Q3: 41,264 shares; 2025Q4: 40,818 shares 40,818 $1.9M 0.01% -446 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: 2,906 shares; 2024Q4: 3,022 shares; 2025Q1: 2,963 shares; 2025Q2: 3,632 shares; 2025Q3: 3,484 shares; 2025Q4: 4,046 shares 4,046 $1.89M 0.01% +562 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,619 shares; 2025Q3: 96,424 shares; 2025Q4: 94,388 shares 94,388 $1.88M 0.01% -2,036 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: 10,176 shares; 2024Q4: 9,993 shares; 2025Q1: 9,446 shares; 2025Q2: 7,422 shares; 2025Q3: 8,474 shares; 2025Q4: 9,617 shares 9,617 $1.87M 0.01% +1,143 Timeline GUSE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,118 shares 46,118 $1.87M 0.01% new Timeline MBB 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: 19,387 shares; 2024Q4: 19,388 shares; 2025Q1: 19,525 shares; 2025Q2: 19,425 shares; 2025Q3: 19,388 shares; 2025Q4: 19,529 shares 19,529 $1.86M 0.01% +141 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL 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: 31,833 shares; 2025Q2: 31,833 shares; 2025Q3: 63,091 shares; 2025Q4: 63,091 shares 63,091 $1.86M 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 15,460 shares; 2025Q1: 14,273 shares; 2025Q2: 14,569 shares; 2025Q3: 14,975 shares; 2025Q4: 17,493 shares 17,493 $1.84M 0.01% +2,518 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: 11,233 shares; 2024Q4: 11,297 shares; 2025Q1: 11,444 shares; 2025Q2: 12,960 shares; 2025Q3: 13,235 shares; 2025Q4: 16,297 shares 16,297 $1.8M 0.01% +3,062 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: 725 shares; 2024Q4: 816 shares; 2025Q1: 838 shares; 2025Q2: 2,170 shares; 2025Q3: 2,339 shares; 2025Q4: 2,378 shares 2,378 $1.79M 0.01% +39 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,315 shares; 2024Q4: 7,733 shares; 2025Q1: 6,950 shares; 2025Q2: 7,189 shares; 2025Q3: 8,078 shares; 2025Q4: 8,756 shares 8,756 $1.78M 0.01% +678 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,033 shares; 2024Q4: 38,033 shares; 2025Q1: 38,033 shares; 2025Q2: 38,033 shares; 2025Q3: 38,033 shares; 2025Q4: 38,033 shares 38,033 $1.75M 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,107 shares; 2024Q4: 33,542 shares; 2025Q1: 33,977 shares; 2025Q2: 34,862 shares; 2025Q3: 35,827 shares; 2025Q4: 36,613 shares 36,613 $1.71M 0.01% +786 Timeline CEFA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,141 shares; 2025Q4: 46,009 shares 46,009 $1.7M 0.01% +20,868 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: 58,510 shares; 2024Q4: 63,843 shares; 2025Q1: 67,256 shares; 2025Q2: 63,012 shares; 2025Q3: 55,465 shares; 2025Q4: 52,198 shares 52,198 $1.67M 0.01% -3,267 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,056 shares; 2024Q4: 9,441 shares; 2025Q1: 9,409 shares; 2025Q2: 11,421 shares; 2025Q3: 11,744 shares; 2025Q4: 18,964 shares 18,964 $1.66M 0.01% +7,220 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 2,067 shares; 2025Q1: 1,997 shares; 2025Q2: 4,826 shares; 2025Q3: 12,918 shares; 2025Q4: 17,292 shares 17,292 $1.65M 0.01% +4,374 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 317 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 928 shares; 2025Q4: 22,209 shares 22,209 $1.65M 0.01% +21,281 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: 3,219 shares; 2024Q4: 3,340 shares; 2025Q1: 3,337 shares; 2025Q2: 4,105 shares; 2025Q3: 4,355 shares; 2025Q4: 4,173 shares 4,173 $1.62M 0.01% -182 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: 12,603 shares; 2024Q4: 12,800 shares; 2025Q1: 12,696 shares; 2025Q2: 14,302 shares; 2025Q3: 14,124 shares; 2025Q4: 13,971 shares 13,971 $1.61M 0.01% -153 Timeline FNDE 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: 1,994 shares; 2025Q1: 788 shares; 2025Q2: 43,332 shares; 2025Q3: 43,301 shares; 2025Q4: 44,168 shares 44,168 $1.59M 0.01% +867 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 8,614 shares; 2025Q3: 10,100 shares; 2025Q4: 10,155 shares 10,155 $1.59M 0.01% +55 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,834 shares; 2024Q4: 21,155 shares; 2025Q1: 33,569 shares; 2025Q2: 55,229 shares; 2025Q3: 55,900 shares; 2025Q4: 55,562 shares 55,562 $1.53M 0.01% -338 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,658 shares; 2024Q4: 17,689 shares; 2025Q1: 16,473 shares; 2025Q2: 34,820 shares; 2025Q3: 36,830 shares; 2025Q4: 37,899 shares 37,899 $1.52M 0.01% +1,069 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: 1,390 shares; 2024Q4: 1,914 shares; 2025Q1: 1,747 shares; 2025Q2: 2,582 shares; 2025Q3: 2,762 shares; 2025Q4: 4,497 shares 4,497 $1.52M 0.01% +1,735 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: 20,023 shares; 2024Q4: 19,613 shares; 2025Q1: 20,119 shares; 2025Q2: 24,689 shares; 2025Q3: 24,998 shares; 2025Q4: 30,751 shares 30,751 $1.51M 0.01% +5,753 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,871 shares; 2025Q1: 1,293 shares; 2025Q2: 1,689 shares; 2025Q3: 2,315 shares; 2025Q4: 4,235 shares 4,235 $1.5M 0.01% +1,920 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: 9,180 shares; 2024Q4: 8,342 shares; 2025Q1: 8,594 shares; 2025Q2: 9,609 shares; 2025Q3: 11,235 shares; 2025Q4: 12,297 shares 12,297 $1.47M 0.01% +1,062 Timeline XMHQ 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: 16,958 shares; 2024Q4: 12,230 shares; 2025Q1: 12,230 shares; 2025Q2: 12,230 shares; 2025Q3: 13,039 shares; 2025Q4: 14,044 shares 14,044 $1.44M 0.01% +1,005 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,453 shares; 2024Q4: 8,530 shares; 2025Q1: 8,610 shares; 2025Q2: 8,805 shares; 2025Q3: 9,649 shares; 2025Q4: 10,423 shares 10,423 $1.44M 0.01% +774 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 122 shares; 2025Q1: 487 shares; 2025Q2: 523 shares; 2025Q3: 541 shares; 2025Q4: 711 shares 711 $1.43M 0.01% +170 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: 2,776 shares; 2024Q4: 3,282 shares; 2025Q1: 6,758 shares; 2025Q2: 8,181 shares; 2025Q3: 4,716 shares; 2025Q4: 5,521 shares 5,521 $1.42M 0.01% +805 Timeline DFIC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,300 shares 41,300 $1.42M 0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,984 shares; 2025Q1: 1,825 shares; 2025Q2: 34,102 shares; 2025Q3: 32,595 shares; 2025Q4: 28,224 shares 28,224 $1.42M 0.01% -4,371 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,420 shares; 2024Q4: 24,511 shares; 2025Q1: 20,345 shares; 2025Q2: 23,011 shares; 2025Q3: 24,823 shares; 2025Q4: 25,176 shares 25,176 $1.42M 0.01% +353 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 14,452 shares; 2025Q1: 14,326 shares; 2025Q2: 14,432 shares; 2025Q3: 15,002 shares; 2025Q4: 15,261 shares 15,261 $1.41M 0.01% +259 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: 48,461 shares; 2024Q4: 35,583 shares; 2025Q1: 34,796 shares; 2025Q2: 40,384 shares; 2025Q3: 31,690 shares; 2025Q4: 38,004 shares 38,004 $1.4M 0.01% +6,314 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 833 shares; 2025Q1: 835 shares; 2025Q2: 1,265 shares; 2025Q3: 1,308 shares; 2025Q4: 1,709 shares 1,709 $1.4M 0.01% +401 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 16,869 shares; 2025Q1: 16,869 shares; 2025Q2: 16,869 shares; 2025Q3: 16,869 shares; 2025Q4: 16,869 shares 16,869 $1.39M 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 11,295 shares; 2025Q1: 11,283 shares; 2025Q2: 12,635 shares; 2025Q3: 14,504 shares; 2025Q4: 17,583 shares 17,583 $1.39M 0.01% +3,079 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 44,669 shares 44,669 $1.38M 0.01% +43,619 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,102 shares; 2025Q1: 3,848 shares; 2025Q2: 5,084 shares; 2025Q3: 5,088 shares; 2025Q4: 9,596 shares 9,596 $1.38M 0.01% +4,508 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: 3,791 shares; 2024Q4: 4,187 shares; 2025Q1: 3,846 shares; 2025Q2: 4,934 shares; 2025Q3: 4,941 shares; 2025Q4: 6,315 shares 6,315 $1.37M 0.01% +1,374 Timeline FNDB 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: 17,057 shares; 2024Q4: 51,171 shares; 2025Q1: 51,171 shares; 2025Q2: 51,171 shares; 2025Q3: 51,171 shares; 2025Q4: 51,171 shares 51,171 $1.36M 0.01% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,055 shares; 2025Q4: 12,500 shares 12,500 $1.36M 0.01% +6,445 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: 46,747 shares; 2025Q3: 46,747 shares; 2025Q4: 45,787 shares 45,787 $1.35M 0.01% -960 Timeline ACU ACME UTD CORP More: the full row for ACME UTD 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: 33,370 shares; 2025Q3: 33,370 shares; 2025Q4: 33,370 shares 33,370 $1.35M 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 6,840 shares; 2025Q1: 6,910 shares; 2025Q2: 7,423 shares; 2025Q3: 7,420 shares; 2025Q4: 8,090 shares 8,090 $1.3M 0.01% +670 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,370 shares 15,370 $1.3M 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: 4,121 shares; 2024Q4: 5,349 shares; 2025Q1: 5,019 shares; 2025Q2: 5,189 shares; 2025Q3: 5,785 shares; 2025Q4: 6,220 shares 6,220 $1.29M 0.01% +435 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: 5,233 shares; 2024Q4: 5,719 shares; 2025Q1: 6,121 shares; 2025Q2: 5,891 shares; 2025Q3: 6,237 shares; 2025Q4: 6,060 shares 6,060 $1.28M 0.01% -177 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: 473 shares; 2024Q4: 774 shares; 2025Q1: 705 shares; 2025Q2: 1,531 shares; 2025Q3: 2,474 shares; 2025Q4: 6,974 shares 6,974 $1.26M 0.01% +4,500 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 432 shares; 2025Q4: 1,842 shares 1,842 $1.24M 0.01% +1,410 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 730 shares; 2025Q1: 896 shares; 2025Q2: 2,714 shares; 2025Q3: 4,792 shares; 2025Q4: 9,954 shares 9,954 $1.22M 0.01% +5,162 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,406 shares; 2025Q1: 1,093 shares; 2025Q2: 1,394 shares; 2025Q3: 1,514 shares; 2025Q4: 2,138 shares 2,138 $1.22M 0.01% +624 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR 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: 10,683 shares; 2025Q2: 10,683 shares; 2025Q3: 21,071 shares; 2025Q4: 21,071 shares 21,071 $1.22M 0.01% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 14,002 shares 14,002 $1.21M 0.01% +13,963 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,654 shares; 2024Q4: 18,100 shares; 2025Q1: 17,119 shares; 2025Q2: 13,102 shares; 2025Q3: 10,533 shares; 2025Q4: 18,834 shares 18,834 $1.2M 0.01% +8,301 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: 5,616 shares; 2024Q4: 7,253 shares; 2025Q1: 5,227 shares; 2025Q2: 5,858 shares; 2025Q3: 7,380 shares; 2025Q4: 12,795 shares 12,795 $1.2M 0.01% +5,415 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,320 shares 60,320 $1.19M 0.01% +320 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: 2,003 shares; 2024Q4: 2,050 shares; 2025Q1: 1,935 shares; 2025Q2: 2,213 shares; 2025Q3: 2,236 shares; 2025Q4: 2,672 shares 2,672 $1.19M 0.01% +436 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: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 735 shares; 2025Q3: 5,682 shares; 2025Q4: 5,682 shares 5,682 $1.16M 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 1,154 shares; 2025Q1: 1,170 shares; 2025Q2: 3,556 shares; 2025Q3: 5,066 shares; 2025Q4: 8,529 shares 8,529 $1.15M 0.01% +3,463 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 610 shares; 2025Q1: 620 shares; 2025Q2: 664 shares; 2025Q3: 724 shares; 2025Q4: 815 shares 815 $1.14M 0.01% +91 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,891 shares; 2024Q4: 18,045 shares; 2025Q1: 17,630 shares; 2025Q2: 18,032 shares; 2025Q3: 16,897 shares; 2025Q4: 18,143 shares 18,143 $1.13M 0.01% +1,246 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,300 shares; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares; 2025Q4: 15,389 shares 15,389 $1.12M 0.01% +89 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,966 shares; 2025Q1: 55,966 shares; 2025Q2: 55,966 shares; 2025Q3: 63,166 shares; 2025Q4: 68,130 shares 68,130 $1.11M 0.01% +4,964 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: 5,332 shares; 2024Q4: 5,332 shares; 2025Q1: 4,937 shares; 2025Q2: 5,140 shares; 2025Q3: 5,441 shares; 2025Q4: 6,032 shares 6,032 $1.11M 0.01% +591 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $1.1M 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 2,667 shares 2,667 $1.1M 0.01% +2,404 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,742 shares; 2025Q1: 5,894 shares; 2025Q2: 9,172 shares; 2025Q3: 9,208 shares; 2025Q4: 11,960 shares 11,960 $1.1M 0.01% +2,752 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,276 shares; 2024Q4: 18,436 shares; 2025Q1: 18,525 shares; 2025Q2: 18,953 shares; 2025Q3: 18,453 shares; 2025Q4: 6,348 shares 6,348 $1.08M 0.01% -12,105 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,724 shares; 2024Q4: 20,359 shares; 2025Q1: 19,235 shares; 2025Q2: 15,461 shares; 2025Q3: 10,062 shares; 2025Q4: 10,098 shares 10,098 $1.08M 0.01% +36 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: 1,427 shares; 2024Q4: 1,554 shares; 2025Q1: 1,595 shares; 2025Q2: 1,613 shares; 2025Q3: 1,574 shares; 2025Q4: 2,201 shares 2,201 $1.08M 0.01% +627 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: 10,949 shares; 2024Q4: 10,837 shares; 2025Q1: 10,837 shares; 2025Q2: 11,192 shares; 2025Q3: 11,192 shares; 2025Q4: 11,192 shares 11,192 $1.08M 0.01% 0 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: 1,125 shares; 2024Q4: 1,387 shares; 2025Q1: 1,413 shares; 2025Q2: 2,421 shares; 2025Q3: 2,653 shares; 2025Q4: 5,038 shares 5,038 $1.08M 0.01% +2,385 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: 3,035 shares; 2024Q4: 3,175 shares; 2025Q1: 3,175 shares; 2025Q2: 7,480 shares; 2025Q3: 7,480 shares; 2025Q4: 7,480 shares 7,480 $1.06M 0.01% 0 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: 11,458 shares; 2024Q4: 11,504 shares; 2025Q1: 11,534 shares; 2025Q2: 12,952 shares; 2025Q3: 14,210 shares; 2025Q4: 15,429 shares 15,429 $1.05M 0.01% +1,219 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 2,503 shares; 2025Q1: 3,557 shares; 2025Q2: 7,244 shares; 2025Q3: 9,768 shares; 2025Q4: 13,192 shares 13,192 $1.05M 0.01% +3,424 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,461 shares; 2024Q4: 22,461 shares; 2025Q1: 22,461 shares; 2025Q2: 22,461 shares; 2025Q3: 22,461 shares; 2025Q4: 22,461 shares 22,461 $1.04M 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 397 shares; 2025Q1: 746 shares; 2025Q2: 2,244 shares; 2025Q3: 3,332 shares; 2025Q4: 8,921 shares 8,921 $1.04M 0.01% +5,589 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: 67,401 shares; 2024Q4: 82,383 shares; 2025Q1: 85,283 shares; 2025Q2: 82,383 shares; 2025Q3: 68,871 shares; 2025Q4: 62,716 shares 62,716 $1.03M 0.01% -6,155 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: 7,879 shares; 2024Q4: 7,879 shares; 2025Q1: 15,758 shares; 2025Q2: 16,074 shares; 2025Q3: 16,721 shares; 2025Q4: 16,149 shares 16,149 $1.03M 0.01% -572 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 34,200 shares; 2025Q4: 34,200 shares 34,200 $1.01M 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: 556 shares; 2024Q4: 728 shares; 2025Q1: 762 shares; 2025Q2: 1,146 shares; 2025Q3: 1,460 shares; 2025Q4: 3,521 shares 3,521 $1.01M 0.01% +2,061 Timeline BETZ LISTED FDS TR More: the full row for LISTED FDS 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: 48,000 shares; 2025Q3: 48,000 shares; 2025Q4: 48,000 shares 48,000 $1.01M 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 1,532 shares; 2025Q1: 1,037 shares; 2025Q2: 2,613 shares; 2025Q3: 4,878 shares; 2025Q4: 7,869 shares 7,869 $1M 0.01% +2,991 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: 380 shares; 2024Q4: 425 shares; 2025Q1: 440 shares; 2025Q2: 7,825 shares; 2025Q3: 11,547 shares; 2025Q4: 10,977 shares 10,977 $1M 0.01% -570 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX 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: 54,495 shares; 2025Q3: 54,495 shares; 2025Q4: 54,495 shares 54,495 $994K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,057 shares; 2024Q4: 5,799 shares; 2025Q1: 5,857 shares; 2025Q2: 6,023 shares; 2025Q3: 6,062 shares; 2025Q4: 7,048 shares 7,048 $979K 0.01% +986 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 4,369 shares; 2025Q1: 2,534 shares; 2025Q2: 5,021 shares; 2025Q3: 13,073 shares; 2025Q4: 11,950 shares 11,950 $976K 0.01% -1,123 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: 8,567 shares; 2024Q4: 8,567 shares; 2025Q1: 8,567 shares; 2025Q2: 8,567 shares; 2025Q3: 8,567 shares; 2025Q4: 8,567 shares 8,567 $974K 0.01% 0 Timeline LQD 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: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 8,115 shares; 2025Q3: 8,665 shares; 2025Q4: 8,665 shares 8,665 $955K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,228 shares; 2024Q4: 11,228 shares; 2025Q1: 5,661 shares; 2025Q2: 5,637 shares; 2025Q3: 5,628 shares; 2025Q4: 5,628 shares 5,628 $950K 0.01% 0 Timeline FXNC FIRST NATL CORP VA More: the full row for FIRST NATL CORP VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 37,437 shares 37,437 $945K 0.01% +32,437 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,204 shares; 2024Q4: 12,029 shares; 2025Q1: 11,815 shares; 2025Q2: 9,837 shares; 2025Q3: 9,553 shares; 2025Q4: 9,583 shares 9,583 $944K 0.01% +30 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,791 shares; 2025Q1: 2,835 shares; 2025Q2: 2,795 shares; 2025Q3: 2,744 shares; 2025Q4: 129 shares 129 $941K 0.01% -2,615 Timeline ACWV 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: 15,097 shares; 2024Q4: 15,097 shares; 2025Q1: 7,868 shares; 2025Q2: 7,868 shares; 2025Q3: 7,868 shares; 2025Q4: 7,868 shares 7,868 $934K 0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,652 shares; 2025Q1: 10,645 shares; 2025Q2: 10,645 shares; 2025Q3: 10,897 shares; 2025Q4: 10,897 shares 10,897 $932K 0.01% 0 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,333 shares; 2024Q4: 17,333 shares; 2025Q1: 17,333 shares; 2025Q2: 17,333 shares; 2025Q3: 18,353 shares; 2025Q4: 18,353 shares 18,353 $931K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,409 shares; 2024Q4: 32,264 shares; 2025Q1: 20,858 shares; 2025Q2: 21,750 shares; 2025Q3: 21,398 shares; 2025Q4: 23,115 shares 23,115 $929K 0.01% +1,717 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,826 shares; 2025Q1: 2,797 shares; 2025Q2: 3,462 shares; 2025Q3: 3,795 shares; 2025Q4: 6,397 shares 6,397 $926K 0.01% +2,602 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: 17,260 shares; 2024Q4: 20,120 shares; 2025Q1: 22,762 shares; 2025Q2: 19,586 shares; 2025Q3: 17,260 shares; 2025Q4: 17,260 shares 17,260 $921K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 763 shares; 2025Q1: 349 shares; 2025Q2: 1,105 shares; 2025Q3: 1,294 shares; 2025Q4: 1,965 shares 1,965 $921K 0.01% +671 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,978 shares; 2025Q1: 3,478 shares; 2025Q2: 3,536 shares; 2025Q3: 5,806 shares; 2025Q4: 11,171 shares 11,171 $908K <0.01% +5,365 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,737 shares; 2025Q1: 2,593 shares; 2025Q2: 2,538 shares; 2025Q3: 2,517 shares; 2025Q4: 2,517 shares 2,517 $906K <0.01% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 10,953 shares; 2025Q2: 9,050 shares; 2025Q3: 9,122 shares; 2025Q4: 9,122 shares 9,122 $904K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,935 shares; 2024Q4: 23,070 shares; 2025Q1: 23,060 shares; 2025Q2: 22,033 shares; 2025Q3: 23,320 shares; 2025Q4: 22,830 shares 22,830 $899K <0.01% -490 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 4,013 shares; 2025Q1: 1,102 shares; 2025Q2: 4,281 shares; 2025Q3: 5,288 shares; 2025Q4: 6,187 shares 6,187 $891K <0.01% +899 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,450 shares; 2024Q4: 7,538 shares; 2025Q1: 7,505 shares; 2025Q2: 6,854 shares; 2025Q3: 4,987 shares; 2025Q4: 5,967 shares 5,967 $889K <0.01% +980 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 3,948 shares; 2025Q3: 3,948 shares; 2025Q4: 3,948 shares 3,948 $887K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,339 shares; 2025Q1: 3,312 shares; 2025Q2: 3,701 shares; 2025Q3: 4,084 shares; 2025Q4: 5,423 shares 5,423 $886K <0.01% +1,339 Timeline RSPT 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: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 19,350 shares; 2025Q2: 19,350 shares; 2025Q3: 19,350 shares; 2025Q4: 19,350 shares 19,350 $881K <0.01% 0 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: 21,907 shares; 2024Q4: 15,976 shares; 2025Q1: 14,979 shares; 2025Q2: 17,903 shares; 2025Q3: 18,674 shares; 2025Q4: 16,344 shares 16,344 $880K <0.01% -2,330 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,613 shares; 2025Q1: 4,464 shares; 2025Q2: 5,123 shares; 2025Q3: 4,696 shares; 2025Q4: 4,984 shares 4,984 $877K <0.01% +288 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: 743 shares; 2024Q4: 734 shares; 2025Q1: 718 shares; 2025Q2: 966 shares; 2025Q3: 1,075 shares; 2025Q4: 1,286 shares 1,286 $870K <0.01% +211 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: 10,649 shares 10,649 $869K <0.01% new Timeline DFUV 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: not reported; 2024Q4: not reported; 2025Q1: 18,614 shares; 2025Q2: 18,614 shares; 2025Q3: 18,614 shares; 2025Q4: 18,614 shares 18,614 $867K <0.01% 0 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,495 shares; 2025Q1: 8,495 shares; 2025Q2: 8,495 shares; 2025Q3: 8,495 shares; 2025Q4: 13,081 shares 13,081 $865K <0.01% +4,586 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,686 shares; 2025Q3: 19,362 shares; 2025Q4: 19,362 shares 19,362 $862K <0.01% 0 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,230 shares; 2025Q1: 6,230 shares; 2025Q2: 6,230 shares; 2025Q3: 5,605 shares; 2025Q4: 5,605 shares 5,605 $860K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,115 shares; 2024Q4: 42,586 shares; 2025Q1: 42,586 shares; 2025Q2: 42,586 shares; 2025Q3: 43,618 shares; 2025Q4: 43,618 shares 43,618 $851K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 4,393 shares; 2025Q1: 4,451 shares; 2025Q2: 4,597 shares; 2025Q3: 5,111 shares; 2025Q4: 5,232 shares 5,232 $851K <0.01% +121 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,031 shares; 2024Q4: 10,031 shares; 2025Q1: 10,031 shares; 2025Q2: 10,031 shares; 2025Q3: 10,231 shares; 2025Q4: 10,271 shares 10,271 $851K <0.01% +40 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $842K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 3,572 shares; 2025Q1: 3,659 shares; 2025Q2: 3,685 shares; 2025Q3: 3,956 shares; 2025Q4: 4,169 shares 4,169 $840K <0.01% +213 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,000 shares; 2024Q4: 113,622 shares; 2025Q1: 111,000 shares; 2025Q2: 111,134 shares; 2025Q3: 111,134 shares; 2025Q4: 46,296 shares 46,296 $834K <0.01% -64,838 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 2,598 shares; 2025Q1: 3,037 shares; 2025Q2: 3,639 shares; 2025Q3: 4,825 shares; 2025Q4: 3,876 shares 3,876 $832K <0.01% -949 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,678 shares; 2025Q1: 2,768 shares; 2025Q2: 3,272 shares; 2025Q3: 3,623 shares; 2025Q4: 5,458 shares 5,458 $826K <0.01% +1,835 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 527 shares; 2025Q1: 278 shares; 2025Q2: 248 shares; 2025Q3: 508 shares; 2025Q4: 1,065 shares 1,065 $822K <0.01% +557 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,437 shares; 2024Q4: 11,437 shares; 2025Q1: 11,437 shares; 2025Q2: 11,437 shares; 2025Q3: 11,437 shares; 2025Q4: 11,390 shares 11,390 $818K <0.01% -47 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,509 shares; 2024Q4: 6,509 shares; 2025Q1: 6,409 shares; 2025Q2: 12,428 shares; 2025Q3: 6,397 shares; 2025Q4: 9,657 shares 9,657 $807K <0.01% +3,260 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,139 shares; 2024Q4: 13,429 shares; 2025Q1: 13,479 shares; 2025Q2: 12,197 shares; 2025Q3: 14,435 shares; 2025Q4: 13,638 shares 13,638 $799K <0.01% -797 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,763 shares; 2024Q4: 158,575 shares; 2025Q1: 136,740 shares; 2025Q2: 52,905 shares; 2025Q3: 25,709 shares; 2025Q4: 15,909 shares 15,909 $796K <0.01% -9,800 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: 4,124 shares; 2024Q4: 4,119 shares; 2025Q1: 4,555 shares; 2025Q2: 4,115 shares; 2025Q3: 4,290 shares; 2025Q4: 4,390 shares 4,390 $796K <0.01% +100 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: 6,401 shares; 2024Q4: 7,134 shares; 2025Q1: 7,088 shares; 2025Q2: 8,685 shares; 2025Q3: 8,807 shares; 2025Q4: 10,816 shares 10,816 $795K <0.01% +2,009 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 57 shares; 2025Q1: 4,543 shares; 2025Q2: 5,585 shares; 2025Q3: 6,128 shares; 2025Q4: 6,268 shares 6,268 $789K <0.01% +140 Timeline VIOO 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: 7,097 shares; 2024Q4: 7,097 shares; 2025Q1: 7,097 shares; 2025Q2: 7,097 shares; 2025Q3: 7,097 shares; 2025Q4: 7,097 shares 7,097 $787K <0.01% 0 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: 335 shares; 2024Q4: 3,635 shares; 2025Q1: 3,536 shares; 2025Q2: 3,638 shares; 2025Q3: 3,628 shares; 2025Q4: 3,522 shares 3,522 $784K <0.01% -106 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,513 shares; 2024Q4: 11,184 shares; 2025Q1: 12,048 shares; 2025Q2: 11,644 shares; 2025Q3: 10,325 shares; 2025Q4: 10,340 shares 10,340 $781K <0.01% +15 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,573 shares; 2024Q4: 6,886 shares; 2025Q1: 7,439 shares; 2025Q2: 7,903 shares; 2025Q3: 7,810 shares; 2025Q4: 11,121 shares 11,121 $780K <0.01% +3,311 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,423 shares; 2024Q4: 7,454 shares; 2025Q1: 7,345 shares; 2025Q2: 8,578 shares; 2025Q3: 8,609 shares; 2025Q4: 9,704 shares 9,704 $779K <0.01% +1,095 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,538 shares; 2024Q4: 15,903 shares; 2025Q1: 14,748 shares; 2025Q2: 14,210 shares; 2025Q3: 14,217 shares; 2025Q4: 14,217 shares 14,217 $779K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 2,232 shares; 2025Q1: 2,264 shares; 2025Q2: 3,628 shares; 2025Q3: 4,436 shares; 2025Q4: 4,778 shares 4,778 $778K <0.01% +342 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,824 shares; 2025Q1: not reported; 2025Q2: 61,119 shares; 2025Q3: 30,536 shares; 2025Q4: 32,300 shares 32,300 $776K <0.01% +1,764 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 15,230 shares; 2025Q1: 15,230 shares; 2025Q2: 15,429 shares; 2025Q3: 15,429 shares; 2025Q4: 16,711 shares 16,711 $774K <0.01% +1,282 Timeline DFAS 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: 5,964 shares; 2024Q4: 5,964 shares; 2025Q1: 10,955 shares; 2025Q2: 10,955 shares; 2025Q3: 10,955 shares; 2025Q4: 10,955 shares 10,955 $763K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 8,146 shares; 2025Q1: 8,497 shares; 2025Q2: 8,087 shares; 2025Q3: 8,087 shares; 2025Q4: 8,087 shares 8,087 $761K <0.01% 0 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: 19,661 shares; 2024Q4: 19,661 shares; 2025Q1: 19,831 shares; 2025Q2: 20,294 shares; 2025Q3: 22,320 shares; 2025Q4: 20,868 shares 20,868 $757K <0.01% -1,452 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 5,364 shares; 2025Q1: 4,395 shares; 2025Q2: 4,475 shares; 2025Q3: 4,890 shares; 2025Q4: 6,912 shares 6,912 $757K <0.01% +2,022 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,223 shares; 2024Q4: 17,168 shares; 2025Q1: 8,949 shares; 2025Q2: 11,357 shares; 2025Q3: 14,835 shares; 2025Q4: 20,754 shares 20,754 $752K <0.01% +5,919 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 2,528 shares; 2025Q1: 2,528 shares; 2025Q2: 11,031 shares; 2025Q3: 11,391 shares; 2025Q4: 11,391 shares 11,391 $751K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 6,218 shares; 2025Q1: 6,218 shares; 2025Q2: 6,218 shares; 2025Q3: 6,218 shares; 2025Q4: 6,262 shares 6,262 $749K <0.01% +44 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,645 shares; 2024Q4: 10,645 shares; 2025Q1: 10,645 shares; 2025Q2: 10,645 shares; 2025Q3: 10,645 shares; 2025Q4: 10,645 shares 10,645 $749K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 6,329 shares; 2025Q1: 6,003 shares; 2025Q2: 6,352 shares; 2025Q3: 6,783 shares; 2025Q4: 8,523 shares 8,523 $742K <0.01% +1,740 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 141 shares; 2025Q1: 136 shares; 2025Q2: 1,109 shares; 2025Q3: 2,508 shares; 2025Q4: 3,997 shares 3,997 $742K <0.01% +1,489 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 6,071 shares; 2025Q1: 6,071 shares; 2025Q2: 6,182 shares; 2025Q3: 6,182 shares; 2025Q4: 6,289 shares 6,289 $739K <0.01% +107 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,607 shares; 2024Q4: 7,505 shares; 2025Q1: 7,434 shares; 2025Q2: 7,877 shares; 2025Q3: 8,450 shares; 2025Q4: 11,595 shares 11,595 $736K <0.01% +3,145 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,600 shares; 2025Q1: 1,591 shares; 2025Q2: 2,718 shares; 2025Q3: 3,567 shares; 2025Q4: 5,738 shares 5,738 $731K <0.01% +2,171 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: 48,076 shares; 2024Q4: 38,107 shares; 2025Q1: 14,909 shares; 2025Q2: 11,025 shares; 2025Q3: 10,871 shares; 2025Q4: 8,907 shares 8,907 $730K <0.01% -1,964 Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET 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: 53,674 shares 53,674 $727K <0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,093 shares; 2025Q3: 2,213 shares; 2025Q4: 2,593 shares 2,593 $724K <0.01% +380 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 249 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,870 shares 18,870 $723K <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,375 shares; 2025Q1: 4,377 shares; 2025Q2: 4,388 shares; 2025Q3: 5,229 shares; 2025Q4: 6,103 shares 6,103 $716K <0.01% +874 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: 3,263 shares; 2024Q4: 3,262 shares; 2025Q1: 3,242 shares; 2025Q2: 3,748 shares; 2025Q3: 4,469 shares; 2025Q4: 4,435 shares 4,435 $715K <0.01% -34 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,259 shares; 2024Q4: 27,259 shares; 2025Q1: 27,259 shares; 2025Q2: 27,259 shares; 2025Q3: 27,259 shares; 2025Q4: 27,259 shares 27,259 $712K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,985 shares; 2025Q2: 10,842 shares; 2025Q3: 12,741 shares; 2025Q4: 14,257 shares 14,257 $708K <0.01% +1,516 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,144 shares; 2024Q4: 829,763 shares; 2025Q1: 999,985 shares; 2025Q2: 1,047,082 shares; 2025Q3: 18,938 shares; 2025Q4: 14,956 shares 14,956 $705K <0.01% -3,982 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,833 shares; 2024Q4: 11,833 shares; 2025Q1: 11,240 shares; 2025Q2: 10,640 shares; 2025Q3: 7,256 shares; 2025Q4: 10,000 shares 10,000 $704K <0.01% +2,744 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,880 shares; 2024Q4: 10,792 shares; 2025Q1: 10,500 shares; 2025Q2: 11,359 shares; 2025Q3: 12,682 shares; 2025Q4: 15,040 shares 15,040 $702K <0.01% +2,358 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 2,752 shares; 2025Q2: 2,846 shares; 2025Q3: 2,900 shares; 2025Q4: 3,049 shares 3,049 $695K <0.01% +149 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 4,428 shares; 2025Q1: 4,288 shares; 2025Q2: 4,973 shares; 2025Q3: 6,162 shares; 2025Q4: 8,709 shares 8,709 $692K <0.01% +2,547 Timeline GCOW PACER FDS TR More: the full row for PACER FDS 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: 18,085 shares; 2025Q3: 16,740 shares; 2025Q4: 16,740 shares 16,740 $690K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,988 shares; 2024Q4: 2,988 shares; 2025Q1: 2,988 shares; 2025Q2: 3,238 shares; 2025Q3: 3,502 shares; 2025Q4: 3,861 shares 3,861 $690K <0.01% +359 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,468 shares; 2024Q4: 16,468 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,468 shares; 2025Q4: 16,468 shares 16,468 $677K <0.01% 0 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,740 shares; 2025Q4: 8,740 shares 8,740 $659K <0.01% 0 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: 561 shares; 2024Q4: 744 shares; 2025Q1: 761 shares; 2025Q2: 1,323 shares; 2025Q3: 1,917 shares; 2025Q4: 2,263 shares 2,263 $656K <0.01% +346 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 165 shares; 2025Q1: 161 shares; 2025Q2: 934 shares; 2025Q3: 1,753 shares; 2025Q4: 3,530 shares 3,530 $653K <0.01% +1,777 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 138 shares; 2025Q2: 103 shares; 2025Q3: 200 shares; 2025Q4: 8,473 shares 8,473 $653K <0.01% +8,273 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 1,242 shares; 2025Q1: 1,236 shares; 2025Q2: 1,454 shares; 2025Q3: 1,513 shares; 2025Q4: 3,317 shares 3,317 $648K <0.01% +1,804 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,822 shares; 2024Q4: 4,822 shares; 2025Q1: 4,197 shares; 2025Q2: 4,587 shares; 2025Q3: 4,687 shares; 2025Q4: 4,587 shares 4,587 $647K <0.01% -100 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,912 shares; 2024Q4: 6,136 shares; 2025Q1: 5,572 shares; 2025Q2: 12,012 shares; 2025Q3: 14,276 shares; 2025Q4: 13,514 shares 13,514 $646K <0.01% -762 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: 2,777 shares; 2024Q4: 2,671 shares; 2025Q1: 2,670 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares; 2025Q4: 3,308 shares 3,308 $643K <0.01% -340 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: 6,340 shares; 2024Q4: 5,765 shares; 2025Q1: 4,971 shares; 2025Q2: 4,790 shares; 2025Q3: 8,184 shares; 2025Q4: 12,657 shares 12,657 $643K <0.01% +4,473 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,179 shares; 2024Q4: 36,159 shares; 2025Q1: 36,403 shares; 2025Q2: 31,679 shares; 2025Q3: 31,679 shares; 2025Q4: 31,679 shares 31,679 $641K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,002 shares; 2024Q4: 8,166 shares; 2025Q1: 8,083 shares; 2025Q2: 8,266 shares; 2025Q3: 8,408 shares; 2025Q4: 8,272 shares 8,272 $640K <0.01% -136 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,407 shares; 2025Q1: 1,525 shares; 2025Q2: 1,700 shares; 2025Q3: 2,306 shares; 2025Q4: 2,856 shares 2,856 $639K <0.01% +550 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 5,001 shares; 2025Q1: 5,464 shares; 2025Q2: 5,699 shares; 2025Q3: 6,092 shares; 2025Q4: 6,220 shares 6,220 $637K <0.01% +128 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,851 shares; 2024Q4: 3,999 shares; 2025Q1: 6,926 shares; 2025Q2: 7,260 shares; 2025Q3: 6,600 shares; 2025Q4: 6,360 shares 6,360 $635K <0.01% -240 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: 993 shares; 2024Q4: 1,077 shares; 2025Q1: 1,277 shares; 2025Q2: 1,429 shares; 2025Q3: 1,667 shares; 2025Q4: 8,020 shares 8,020 $628K <0.01% +6,353 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,042 shares; 2025Q1: 2,042 shares; 2025Q2: 2,042 shares; 2025Q3: 2,042 shares; 2025Q4: 3,542 shares 3,542 $628K <0.01% +1,500 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 2,001 shares; 2025Q3: 2,297 shares; 2025Q4: 2,586 shares 2,586 $628K <0.01% +289 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,631 shares; 2025Q3: 2,088 shares; 2025Q4: 4,210 shares 4,210 $626K <0.01% +2,122 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,467 shares; 2024Q4: 9,234 shares; 2025Q1: 8,339 shares; 2025Q2: 8,488 shares; 2025Q3: 11,148 shares; 2025Q4: 21,511 shares 21,511 $620K <0.01% +10,363 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: 223 shares; 2024Q4: 256 shares; 2025Q1: 264 shares; 2025Q2: 280 shares; 2025Q3: 332 shares; 2025Q4: 364 shares 364 $615K <0.01% +32 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 4,905 shares; 2025Q1: 4,905 shares; 2025Q2: 5,039 shares; 2025Q3: 5,039 shares; 2025Q4: 5,039 shares 5,039 $614K <0.01% 0 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,249,454 shares; 2024Q4: 5,535,980 shares; 2025Q1: 4,732,910 shares; 2025Q2: 182,955 shares; 2025Q3: 182,955 shares; 2025Q4: 182,955 shares 182,955 $611K <0.01% 0 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: 512 shares; 2024Q4: 541 shares; 2025Q1: 589 shares; 2025Q2: 649 shares; 2025Q3: 1,145 shares; 2025Q4: 1,568 shares 1,568 $610K <0.01% +423 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 463 shares; 2025Q1: 282 shares; 2025Q2: 1,300 shares; 2025Q3: 1,777 shares; 2025Q4: 2,974 shares 2,974 $610K <0.01% +1,197 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,374 shares; 2025Q1: 3,192 shares; 2025Q2: 4,544 shares; 2025Q3: 4,876 shares; 2025Q4: 6,255 shares 6,255 $608K <0.01% +1,379 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 1,103 shares; 2025Q1: 283 shares; 2025Q2: 556 shares; 2025Q3: 1,321 shares; 2025Q4: 1,723 shares 1,723 $604K <0.01% +402 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 401 shares; 2025Q1: 683 shares; 2025Q2: 632 shares; 2025Q3: 767 shares; 2025Q4: 1,727 shares 1,727 $595K <0.01% +960 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 4,474 shares; 2025Q1: 3,887 shares; 2025Q2: 4,322 shares; 2025Q3: 5,960 shares; 2025Q4: 8,546 shares 8,546 $593K <0.01% +2,586 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 8,361 shares; 2025Q3: 7,956 shares; 2025Q4: 7,956 shares 7,956 $583K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 756 shares; 2025Q1: 789 shares; 2025Q2: 1,209 shares; 2025Q3: 1,786 shares; 2025Q4: 2,840 shares 2,840 $580K <0.01% +1,054 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,451 shares; 2024Q4: 12,451 shares; 2025Q1: 11,851 shares; 2025Q2: 11,251 shares; 2025Q3: 7,501 shares; 2025Q4: 10,000 shares 10,000 $579K <0.01% +2,499 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,613 shares; 2025Q1: 8,613 shares; 2025Q2: 38,613 shares; 2025Q3: 30,000 shares; 2025Q4: 30,156 shares 30,156 $577K <0.01% +156 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,066 shares; 2024Q4: 21,066 shares; 2025Q1: 21,066 shares; 2025Q2: 21,066 shares; 2025Q3: 21,066 shares; 2025Q4: 21,066 shares 21,066 $574K <0.01% 0 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913,965 shares; 2024Q4: 2,921,765 shares; 2025Q1: 2,925,815 shares; 2025Q2: 2,939,665 shares; 2025Q3: 38,500 shares; 2025Q4: 50,000 shares 50,000 $573K <0.01% +11,500 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: 16 shares; 2024Q4: 115 shares; 2025Q1: 173 shares; 2025Q2: 520 shares; 2025Q3: 1,031 shares; 2025Q4: 2,049 shares 2,049 $572K <0.01% +1,018 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 107 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 6,080 shares 6,080 $571K <0.01% +6,000 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 10,088 shares; 2025Q1: 9,901 shares; 2025Q2: 13,559 shares; 2025Q3: 14,597 shares; 2025Q4: 15,407 shares 15,407 $570K <0.01% +810 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: 7,491 shares; 2024Q4: 7,491 shares; 2025Q1: 7,491 shares; 2025Q2: 7,491 shares; 2025Q3: 7,491 shares; 2025Q4: 7,491 shares 7,491 $561K <0.01% 0 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: 4,983 shares; 2024Q4: 5,167 shares; 2025Q1: 2,766 shares; 2025Q2: 1,955 shares; 2025Q3: 2,006 shares; 2025Q4: 1,995 shares 1,995 $561K <0.01% -11 Timeline