BRNY EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,181,834 shares; 2024Q4: 6,361,141 shares; 2025Q1: 6,604,795 shares; 2025Q2: 6,808,681 shares; 2025Q3: 6,989,857 shares; 2025Q4: 7,160,946 shares 7,160,946 $361M 11.26% +171,089 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: 476,347 shares; 2024Q4: 470,857 shares; 2025Q1: 423,360 shares; 2025Q2: 415,494 shares; 2025Q3: 433,308 shares; 2025Q4: 442,313 shares 442,313 $120M 3.75% +9,005 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: 277,044 shares; 2024Q4: 274,743 shares; 2025Q1: 274,397 shares; 2025Q2: 242,357 shares; 2025Q3: 252,829 shares; 2025Q4: 271,862 shares 271,862 $85.1M 2.65% +19,033 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,125 shares; 2024Q4: 1,027,188 shares; 2025Q1: 1,201,920 shares; 2025Q2: 1,225,315 shares; 2025Q3: 1,265,288 shares; 2025Q4: 1,318,488 shares 1,318,488 $79M 2.46% +53,200 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: 129,181 shares; 2024Q4: 128,564 shares; 2025Q1: 123,781 shares; 2025Q2: 126,258 shares; 2025Q3: 143,299 shares; 2025Q4: 162,488 shares 162,488 $78.6M 2.45% +19,189 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: 305,052 shares; 2024Q4: 323,778 shares; 2025Q1: 373,541 shares; 2025Q2: 314,517 shares; 2025Q3: 309,366 shares; 2025Q4: 417,616 shares 417,616 $77.9M 2.43% +108,250 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: 76,301 shares; 2024Q4: 76,347 shares; 2025Q1: 76,677 shares; 2025Q2: 68,385 shares; 2025Q3: 77,867 shares; 2025Q4: 86,139 shares 86,139 $56.9M 1.77% +8,272 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: 180,638 shares; 2025Q1: 293,878 shares; 2025Q2: 324,314 shares; 2025Q3: 376,281 shares; 2025Q4: 326,499 shares 326,499 $55.9M 1.74% -49,782 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: 195,896 shares; 2024Q4: 188,359 shares; 2025Q1: 180,601 shares; 2025Q2: 173,597 shares; 2025Q3: 161,164 shares; 2025Q4: 159,024 shares 159,024 $55M 1.72% -2,140 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: 385,331 shares; 2025Q1: 379,461 shares; 2025Q2: 379,519 shares; 2025Q3: 368,523 shares; 2025Q4: 370,880 shares 370,880 $48.6M 1.52% +2,357 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: 56,616 shares; 2024Q4: 55,217 shares; 2025Q1: 52,689 shares; 2025Q2: 50,230 shares; 2025Q3: 48,975 shares; 2025Q4: 53,207 shares 53,207 $46.8M 1.46% +4,232 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: 66,398 shares; 2024Q4: 62,114 shares; 2025Q1: 61,722 shares; 2025Q2: 60,969 shares; 2025Q3: 59,122 shares; 2025Q4: 56,356 shares 56,356 $46.2M 1.44% -2,766 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: 81,687 shares; 2024Q4: 80,795 shares; 2025Q1: 80,723 shares; 2025Q2: 250,622 shares; 2025Q3: 187,039 shares; 2025Q4: 184,285 shares 184,285 $44.7M 1.39% -2,754 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: 168,039 shares; 2024Q4: 166,082 shares; 2025Q1: 119,184 shares; 2025Q2: 118,258 shares; 2025Q3: 138,854 shares; 2025Q4: 187,380 shares 187,380 $43.3M 1.35% +48,526 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: 742,869 shares; 2024Q4: 776,571 shares; 2025Q1: 822,060 shares; 2025Q2: 821,859 shares; 2025Q3: 850,108 shares; 2025Q4: 892,518 shares 892,518 $30.8M 0.96% +42,410 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,661 shares; 2024Q4: 343,488 shares; 2025Q1: 329,265 shares; 2025Q2: 323,881 shares; 2025Q3: 318,771 shares; 2025Q4: 310,806 shares 310,806 $30.4M 0.95% -7,965 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: 33,070 shares; 2024Q4: 31,695 shares; 2025Q1: 30,148 shares; 2025Q2: 28,615 shares; 2025Q3: 28,069 shares; 2025Q4: 28,060 shares 28,060 $30.2M 0.94% -9 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: 124,759 shares; 2024Q4: 124,997 shares; 2025Q1: 110,742 shares; 2025Q2: 100,948 shares; 2025Q3: 90,245 shares; 2025Q4: 88,283 shares 88,283 $29.8M 0.93% -1,962 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: 198,203 shares; 2024Q4: 191,910 shares; 2025Q1: 188,423 shares; 2025Q2: 180,891 shares; 2025Q3: 182,652 shares; 2025Q4: 181,216 shares 181,216 $27.8M 0.87% -1,436 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,368 shares; 2024Q4: 6,891 shares; 2025Q1: 6,942 shares; 2025Q2: 130,696 shares; 2025Q3: 109,621 shares; 2025Q4: 108,537 shares 108,537 $27.2M 0.85% -1,084 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: 23,186 shares; 2024Q4: 110,499 shares; 2025Q1: 115,285 shares; 2025Q2: 115,980 shares; 2025Q3: 115,307 shares; 2025Q4: 80,720 shares 80,720 $26M 0.81% -34,587 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: 120,780 shares; 2024Q4: 121,238 shares; 2025Q1: 121,451 shares; 2025Q2: 130,594 shares; 2025Q3: 129,617 shares; 2025Q4: 128,962 shares 128,962 $23.7M 0.74% -655 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: 8,924 shares; 2024Q4: 7,561 shares; 2025Q1: 7,279 shares; 2025Q2: 7,056 shares; 2025Q3: 6,875 shares; 2025Q4: 6,828 shares 6,828 $23.2M 0.72% -47 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: 42,221 shares; 2024Q4: 41,916 shares; 2025Q1: 51,874 shares; 2025Q2: 88,777 shares; 2025Q3: 70,753 shares; 2025Q4: 76,574 shares 76,574 $22.7M 0.71% +5,821 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: 50,105 shares; 2024Q4: 55,438 shares; 2025Q1: 55,302 shares; 2025Q2: 53,736 shares; 2025Q3: 44,387 shares; 2025Q4: 43,928 shares 43,928 $22.1M 0.69% -459 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: 15,468 shares; 2024Q4: 15,162 shares; 2025Q1: 14,408 shares; 2025Q2: 13,961 shares; 2025Q3: 13,238 shares; 2025Q4: 13,060 shares 13,060 $22.1M 0.69% -178 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,835 shares; 2024Q4: 662,011 shares; 2025Q1: 627,716 shares; 2025Q2: 622,324 shares; 2025Q3: 589,951 shares; 2025Q4: 571,765 shares 571,765 $21.4M 0.67% -18,186 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: 17,111 shares; 2024Q4: 21,529 shares; 2025Q1: 18,132 shares; 2025Q2: 27,632 shares; 2025Q3: 26,904 shares; 2025Q4: 226,386 shares 226,386 $21.2M 0.66% +199,482 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: 31,151 shares; 2024Q4: 32,249 shares; 2025Q1: 35,240 shares; 2025Q2: 35,216 shares; 2025Q3: 35,244 shares; 2025Q4: 32,367 shares 32,367 $20.3M 0.63% -2,877 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: 57,500 shares; 2024Q4: 141,650 shares; 2025Q1: 112,846 shares; 2025Q2: 112,692 shares; 2025Q3: 111,986 shares; 2025Q4: 109,210 shares 109,210 $20.1M 0.63% -2,776 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: 109,275 shares; 2024Q4: 109,451 shares; 2025Q1: 108,987 shares; 2025Q2: 110,680 shares; 2025Q3: 109,210 shares; 2025Q4: 106,563 shares 106,563 $19.7M 0.61% -2,647 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: 20,922 shares; 2024Q4: 10,237 shares; 2025Q1: 24,934 shares; 2025Q2: 25,961 shares; 2025Q3: 22,711 shares; 2025Q4: 15,828 shares 15,828 $19.2M 0.6% -6,883 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: 111,080 shares; 2024Q4: 108,636 shares; 2025Q1: 102,399 shares; 2025Q2: 99,136 shares; 2025Q3: 97,350 shares; 2025Q4: 96,186 shares 96,186 $18.7M 0.58% -1,164 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: not reported; 2024Q4: not reported; 2025Q1: 89,401 shares; 2025Q2: 178,565 shares; 2025Q3: 226,656 shares; 2025Q4: 180,487 shares 180,487 $18M 0.56% -46,169 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: 190,182 shares; 2024Q4: 221,846 shares; 2025Q1: 209,042 shares; 2025Q2: 151,898 shares; 2025Q3: 185,330 shares; 2025Q4: 153,457 shares 153,457 $17.1M 0.53% -31,873 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,685 shares; 2024Q4: 197,059 shares; 2025Q1: 199,636 shares; 2025Q2: 198,547 shares; 2025Q3: 197,610 shares; 2025Q4: 193,074 shares 193,074 $16.9M 0.53% -4,536 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: 3,125 shares; 2024Q4: 3,041 shares; 2025Q1: 3,048 shares; 2025Q2: 3,095 shares; 2025Q3: 3,004 shares; 2025Q4: 3,057 shares 3,057 $16.4M 0.51% +53 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,208 shares; 2024Q4: 54,022 shares; 2025Q1: 49,105 shares; 2025Q2: 43,519 shares; 2025Q3: 42,188 shares; 2025Q4: 40,689 shares 40,689 $16M 0.5% -1,499 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,781 shares; 2024Q4: 60,489 shares; 2025Q1: 58,793 shares; 2025Q2: 53,544 shares; 2025Q3: 52,706 shares; 2025Q4: 54,117 shares 54,117 $15.9M 0.5% +1,411 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: 370,519 shares; 2024Q4: 361,908 shares; 2025Q1: 381,184 shares; 2025Q2: 218,236 shares; 2025Q3: 215,996 shares; 2025Q4: 197,809 shares 197,809 $15.7M 0.49% -18,187 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: 19,189 shares; 2024Q4: 146,911 shares; 2025Q1: 244,776 shares; 2025Q2: 144,525 shares; 2025Q3: 91,578 shares; 2025Q4: 89,781 shares 89,781 $15.4M 0.48% -1,797 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,521 shares; 2025Q3: 67,700 shares; 2025Q4: 53,324 shares 53,324 $14.7M 0.46% -14,376 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,447 shares; 2024Q4: 30,626 shares; 2025Q1: 29,161 shares; 2025Q2: 76,852 shares; 2025Q3: 67,814 shares; 2025Q4: 67,395 shares 67,395 $14.7M 0.46% -419 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279,276 shares; 2025Q2: 367,807 shares; 2025Q3: 253,141 shares; 2025Q4: 313,680 shares 313,680 $13.9M 0.43% +60,539 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: 63,020 shares; 2024Q4: 64,416 shares; 2025Q1: 64,331 shares; 2025Q2: 62,417 shares; 2025Q3: 60,899 shares; 2025Q4: 60,645 shares 60,645 $13.9M 0.43% -254 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: 13,905 shares; 2024Q4: 17,929 shares; 2025Q1: 209,081 shares; 2025Q2: 207,792 shares; 2025Q3: 148,671 shares; 2025Q4: 102,172 shares 102,172 $13.8M 0.43% -46,499 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,834 shares; 2024Q4: 204,026 shares; 2025Q1: 231,336 shares; 2025Q2: 233,639 shares; 2025Q3: 234,501 shares; 2025Q4: 230,458 shares 230,458 $13.6M 0.42% -4,043 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,726 shares; 2025Q1: 4,986 shares; 2025Q2: 15,257 shares; 2025Q3: 45,173 shares; 2025Q4: 37,733 shares 37,733 $13.3M 0.42% -7,440 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: 89,694 shares; 2024Q4: 87,340 shares; 2025Q1: 420,060 shares; 2025Q2: 234,572 shares; 2025Q3: 167,847 shares; 2025Q4: 171,803 shares 171,803 $13.2M 0.41% +3,956 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: 36,118 shares; 2024Q4: 35,325 shares; 2025Q1: 33,448 shares; 2025Q2: 32,449 shares; 2025Q3: 28,542 shares; 2025Q4: 28,334 shares 28,334 $13.2M 0.41% -208 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: 9,365 shares; 2024Q4: 8,115 shares; 2025Q1: 8,115 shares; 2025Q2: 60,507 shares; 2025Q3: 172,390 shares; 2025Q4: 168,944 shares 168,944 $13.1M 0.41% -3,446 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,094 shares; 2024Q4: 66,096 shares; 2025Q1: 65,541 shares; 2025Q2: 64,696 shares; 2025Q3: 63,970 shares; 2025Q4: 64,094 shares 64,094 $13M 0.41% +124 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 926 shares; 2025Q1: 946 shares; 2025Q2: 1,216 shares; 2025Q3: 14,732 shares; 2025Q4: 13,965 shares 13,965 $12.7M 0.39% -767 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: 32,677 shares; 2024Q4: 32,059 shares; 2025Q1: 36,637 shares; 2025Q2: 35,286 shares; 2025Q3: 34,892 shares; 2025Q4: 35,924 shares 35,924 $12.6M 0.39% +1,032 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: 15,549 shares; 2024Q4: 21,090 shares; 2025Q1: 106,044 shares; 2025Q2: 117,778 shares; 2025Q3: 63,219 shares; 2025Q4: 61,416 shares 61,416 $12.6M 0.39% -1,803 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: 54,641 shares; 2024Q4: 55,620 shares; 2025Q1: 49,672 shares; 2025Q2: 49,396 shares; 2025Q3: 49,108 shares; 2025Q4: 47,659 shares 47,659 $12.2M 0.38% -1,449 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,255 shares; 2024Q4: 19,341 shares; 2025Q1: 19,810 shares; 2025Q2: 15,749 shares; 2025Q3: 15,185 shares; 2025Q4: 15,079 shares 15,079 $12.2M 0.38% -106 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,577 shares; 2025Q1: 92,976 shares; 2025Q2: 96,888 shares; 2025Q3: 99,309 shares; 2025Q4: 98,447 shares 98,447 $12.1M 0.38% -862 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,306 shares 42,306 $12M 0.37% new 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: 79,472 shares; 2024Q4: 77,288 shares; 2025Q1: 76,762 shares; 2025Q2: 129,334 shares; 2025Q3: 102,458 shares; 2025Q4: 99,990 shares 99,990 $11.6M 0.36% -2,468 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,465 shares; 2024Q4: 167,712 shares; 2025Q1: 151,481 shares; 2025Q2: 152,066 shares; 2025Q3: 148,931 shares; 2025Q4: 148,583 shares 148,583 $11.6M 0.36% -348 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 119,658 shares; 2025Q2: 120,879 shares; 2025Q3: 135,132 shares; 2025Q4: 218,661 shares 218,661 $11.4M 0.35% +83,529 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,817 shares; 2024Q4: 154,247 shares; 2025Q1: 11,010 shares; 2025Q2: 91,775 shares; 2025Q3: 130,042 shares; 2025Q4: 95,825 shares 95,825 $11.4M 0.35% -34,217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,062 shares; 2025Q3: 78,868 shares; 2025Q4: 75,969 shares 75,969 $11.3M 0.35% -2,899 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: 99,647 shares; 2024Q4: 99,997 shares; 2025Q1: 95,485 shares; 2025Q2: 95,211 shares; 2025Q3: 95,048 shares; 2025Q4: 92,776 shares 92,776 $11.2M 0.35% -2,272 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,844 shares; 2024Q4: 64,987 shares; 2025Q1: 64,333 shares; 2025Q2: 61,284 shares; 2025Q3: 57,498 shares; 2025Q4: 55,912 shares 55,912 $11.1M 0.35% -1,586 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 2,442 shares; 2025Q1: 27,006 shares; 2025Q2: 15,613 shares; 2025Q3: 15,550 shares; 2025Q4: 18,016 shares 18,016 $10.9M 0.34% +2,466 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: 77,940 shares; 2024Q4: 78,577 shares; 2025Q1: 76,306 shares; 2025Q2: 76,060 shares; 2025Q3: 74,719 shares; 2025Q4: 75,495 shares 75,495 $10.8M 0.34% +776 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: 5,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,837 shares; 2025Q3: 31,064 shares; 2025Q4: 29,883 shares 29,883 $10.7M 0.33% -1,181 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,461 shares; 2024Q4: 38,577 shares; 2025Q1: 37,984 shares; 2025Q2: 37,423 shares; 2025Q3: 38,033 shares; 2025Q4: 48,338 shares 48,338 $9.93M 0.31% +10,305 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,019 shares; 2024Q4: 18,547 shares; 2025Q1: 18,465 shares; 2025Q2: 18,205 shares; 2025Q3: 22,536 shares; 2025Q4: 21,904 shares 21,904 $9.77M 0.3% -632 IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 1,959 shares; 2025Q1: 1,914 shares; 2025Q2: 41,556 shares; 2025Q3: 31,355 shares; 2025Q4: 30,419 shares 30,419 $9.68M 0.3% -936 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,929 shares; 2024Q4: 28,040 shares; 2025Q1: 18,380 shares; 2025Q2: 17,761 shares; 2025Q3: 17,315 shares; 2025Q4: 17,399 shares 17,399 $9.59M 0.3% +84 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: 30,994 shares; 2024Q4: 30,770 shares; 2025Q1: 30,885 shares; 2025Q2: 30,661 shares; 2025Q3: 30,957 shares; 2025Q4: 30,317 shares 30,317 $9.48M 0.3% -640 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,641 shares; 2024Q4: 284,284 shares; 2025Q1: 126,170 shares; 2025Q2: 115,280 shares; 2025Q3: 114,696 shares; 2025Q4: 112,936 shares 112,936 $9.42M 0.29% -1,760 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,346 shares; 2024Q4: 30,561 shares; 2025Q1: 31,867 shares; 2025Q2: 27,786 shares; 2025Q3: 27,261 shares; 2025Q4: 27,329 shares 27,329 $9.4M 0.29% +68 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: 24,197 shares; 2024Q4: 23,971 shares; 2025Q1: 20,859 shares; 2025Q2: 20,175 shares; 2025Q3: 19,640 shares; 2025Q4: 19,392 shares 19,392 $9.38M 0.29% -248 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,729 shares; 2024Q4: 63,199 shares; 2025Q1: 62,214 shares; 2025Q2: 59,350 shares; 2025Q3: 57,359 shares; 2025Q4: 56,717 shares 56,717 $9.11M 0.28% -642 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 368,373 shares; 2025Q1: 401,216 shares; 2025Q2: 406,128 shares; 2025Q3: 230,135 shares; 2025Q4: 204,597 shares 204,597 $8.97M 0.28% -25,538 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: 44,026 shares; 2024Q4: 43,539 shares; 2025Q1: 85,887 shares; 2025Q2: 37,605 shares; 2025Q3: 36,969 shares; 2025Q4: 37,137 shares 37,137 $8.96M 0.28% +168 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: 36,583 shares; 2024Q4: 73,907 shares; 2025Q1: 149,371 shares; 2025Q2: 99,008 shares; 2025Q3: 93,852 shares; 2025Q4: 95,919 shares 95,919 $8.94M 0.28% +2,067 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: 77,252 shares; 2024Q4: 33,923 shares; 2025Q1: 32,843 shares; 2025Q2: 32,402 shares; 2025Q3: 31,130 shares; 2025Q4: 41,187 shares 41,187 $8.57M 0.27% +10,057 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: 7,865 shares; 2024Q4: 8,675 shares; 2025Q1: 7,730 shares; 2025Q2: 80,662 shares; 2025Q3: 59,433 shares; 2025Q4: 56,001 shares 56,001 $8.47M 0.26% -3,432 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: 18,724 shares; 2024Q4: 40,441 shares; 2025Q1: 21,975 shares; 2025Q2: 21,667 shares; 2025Q3: 21,650 shares; 2025Q4: 21,081 shares 21,081 $8.2M 0.26% -569 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: 116,882 shares; 2024Q4: 116,722 shares; 2025Q1: 116,151 shares; 2025Q2: 116,412 shares; 2025Q3: 115,070 shares; 2025Q4: 115,250 shares 115,250 $8.08M 0.25% +180 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,157 shares; 2024Q4: 130,798 shares; 2025Q1: 411,589 shares; 2025Q2: 209,163 shares; 2025Q3: 202,476 shares; 2025Q4: 171,536 shares 171,536 $8.02M 0.25% -30,940 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: 42,955 shares; 2024Q4: 42,032 shares; 2025Q1: 37,571 shares; 2025Q2: 31,078 shares; 2025Q3: 24,371 shares; 2025Q4: 24,210 shares 24,210 $7.99M 0.25% -161 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,282 shares; 2024Q4: 200,646 shares; 2025Q1: 142,273 shares; 2025Q2: 131,265 shares; 2025Q3: 121,825 shares; 2025Q4: 116,528 shares 116,528 $7.97M 0.25% -5,297 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: 19,750 shares; 2024Q4: 19,523 shares; 2025Q1: 19,261 shares; 2025Q2: 18,056 shares; 2025Q3: 16,691 shares; 2025Q4: 17,062 shares 17,062 $7.94M 0.25% +371 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: 103,079 shares; 2024Q4: 120,002 shares; 2025Q1: 123,275 shares; 2025Q2: 122,926 shares; 2025Q3: 120,059 shares; 2025Q4: 124,784 shares 124,784 $7.8M 0.24% +4,725 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,164 shares; 2024Q4: 473,821 shares; 2025Q1: 266,397 shares; 2025Q2: 250,146 shares; 2025Q3: 230,765 shares; 2025Q4: 223,837 shares 223,837 $7.79M 0.24% -6,928 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: 27,976 shares; 2024Q4: 28,186 shares; 2025Q1: 27,948 shares; 2025Q2: 26,960 shares; 2025Q3: 22,984 shares; 2025Q4: 22,566 shares 22,566 $7.78M 0.24% -418 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: 143,149 shares; 2024Q4: 186,621 shares; 2025Q1: 222,148 shares; 2025Q2: 228,779 shares; 2025Q3: 230,990 shares; 2025Q4: 189,732 shares 189,732 $7.73M 0.24% -41,258 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: 67,909 shares; 2024Q4: 67,374 shares; 2025Q1: 67,835 shares; 2025Q2: 65,605 shares; 2025Q3: 64,977 shares; 2025Q4: 66,179 shares 66,179 $7.72M 0.24% +1,202 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,848 shares; 2025Q1: 45,303 shares; 2025Q2: 41,106 shares; 2025Q3: 93,881 shares; 2025Q4: 535,808 shares 535,808 $7.68M 0.24% +441,927 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: 3,223 shares; 2024Q4: 2,798 shares; 2025Q1: 2,268 shares; 2025Q2: 2,473 shares; 2025Q3: 2,414 shares; 2025Q4: 11,006 shares 11,006 $7.54M 0.24% +8,592 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,014 shares; 2025Q1: 864 shares; 2025Q2: 20,764 shares; 2025Q3: 21,389 shares; 2025Q4: 22,385 shares 22,385 $7.53M 0.23% +996 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: 20,725 shares; 2024Q4: 19,596 shares; 2025Q1: 237,363 shares; 2025Q2: 175,119 shares; 2025Q3: 129,196 shares; 2025Q4: 93,513 shares 93,513 $7.42M 0.23% -35,683 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: 15,267 shares; 2024Q4: 14,857 shares; 2025Q1: 14,499 shares; 2025Q2: 12,682 shares; 2025Q3: 12,410 shares; 2025Q4: 12,785 shares 12,785 $7.32M 0.23% +375 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 33,069 shares; 2025Q3: 34,969 shares; 2025Q4: 34,474 shares 34,474 $7.15M 0.22% -495 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,575 shares; 2025Q4: 86,655 shares 86,655 $7.08M 0.22% +2,080 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: 72,737 shares; 2024Q4: 75,423 shares; 2025Q1: 30,838 shares; 2025Q2: 31,388 shares; 2025Q3: 33,202 shares; 2025Q4: 33,149 shares 33,149 $7.08M 0.22% -53 Timeline DFSD 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: 150,144 shares; 2024Q4: 125,800 shares; 2025Q1: 111,137 shares; 2025Q2: 149,506 shares; 2025Q3: 145,889 shares; 2025Q4: 145,494 shares 145,494 $6.98M 0.22% -395 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 4,997 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,511 shares; 2025Q4: 116,189 shares 116,189 $6.97M 0.22% +111,678 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: 36,349 shares; 2024Q4: 37,175 shares; 2025Q1: 35,940 shares; 2025Q2: 33,300 shares; 2025Q3: 33,513 shares; 2025Q4: 33,663 shares 33,663 $6.97M 0.22% +150 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: 5,426 shares; 2024Q4: 5,664 shares; 2025Q1: 6,974 shares; 2025Q2: 7,211 shares; 2025Q3: 7,163 shares; 2025Q4: 7,802 shares 7,802 $6.86M 0.21% +639 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,124 shares; 2025Q3: 82,037 shares; 2025Q4: 79,903 shares 79,903 $6.5M 0.2% -2,134 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: 39,426 shares; 2024Q4: 40,200 shares; 2025Q1: 40,624 shares; 2025Q2: 39,450 shares; 2025Q3: 39,476 shares; 2025Q4: 39,862 shares 39,862 $6.49M 0.2% +386 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: 27,074 shares; 2024Q4: 24,716 shares; 2025Q1: 45,942 shares; 2025Q2: 24,495 shares; 2025Q3: 24,893 shares; 2025Q4: 36,400 shares 36,400 $6.46M 0.2% +11,507 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: 19,916 shares; 2024Q4: 19,245 shares; 2025Q1: 19,023 shares; 2025Q2: 20,180 shares; 2025Q3: 20,147 shares; 2025Q4: 19,680 shares 19,680 $6.44M 0.2% -467 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,349 shares; 2024Q4: 47,440 shares; 2025Q1: 46,729 shares; 2025Q2: 60,507 shares; 2025Q3: 61,819 shares; 2025Q4: 59,821 shares 59,821 $6.38M 0.2% -1,998 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: 21,476 shares; 2024Q4: 23,508 shares; 2025Q1: 20,999 shares; 2025Q2: 20,222 shares; 2025Q3: 39,575 shares; 2025Q4: 20,751 shares 20,751 $6.34M 0.2% -18,824 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: 17,720 shares; 2024Q4: 17,280 shares; 2025Q1: 15,883 shares; 2025Q2: 15,408 shares; 2025Q3: 15,186 shares; 2025Q4: 14,831 shares 14,831 $6.26M 0.2% -355 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 313,213 shares 313,213 $6.06M 0.19% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,528 shares; 2024Q4: 43,495 shares; 2025Q1: 45,230 shares; 2025Q2: 83,720 shares; 2025Q3: 86,752 shares; 2025Q4: 90,058 shares 90,058 $6.06M 0.19% +3,306 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,050 shares; 2024Q4: 27,407 shares; 2025Q1: 30,085 shares; 2025Q2: 28,060 shares; 2025Q3: 22,166 shares; 2025Q4: 19,782 shares 19,782 $6.06M 0.19% -2,384 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239,167 shares; 2025Q3: 248,278 shares; 2025Q4: 144,288 shares 144,288 $5.91M 0.18% -103,990 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: 27,503 shares; 2024Q4: 27,383 shares; 2025Q1: 27,188 shares; 2025Q2: 24,994 shares; 2025Q3: 21,334 shares; 2025Q4: 99,018 shares 99,018 $5.78M 0.18% +77,684 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,483 shares; 2024Q4: 339,856 shares; 2025Q1: 100,914 shares; 2025Q2: 51,294 shares; 2025Q3: 46,984 shares; 2025Q4: 42,327 shares 42,327 $5.72M 0.18% -4,657 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: 15,165 shares; 2024Q4: 14,944 shares; 2025Q1: 14,605 shares; 2025Q2: 15,784 shares; 2025Q3: 16,040 shares; 2025Q4: 16,958 shares 16,958 $5.71M 0.18% +918 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: 3,909 shares; 2024Q4: 3,727 shares; 2025Q1: 3,719 shares; 2025Q2: 56,409 shares; 2025Q3: 61,387 shares; 2025Q4: 62,444 shares 62,444 $5.7M 0.18% +1,057 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,661 shares; 2024Q4: 78,495 shares; 2025Q1: 78,049 shares; 2025Q2: 77,396 shares; 2025Q3: 79,086 shares; 2025Q4: 81,735 shares 81,735 $5.67M 0.18% +2,649 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 121,472 shares; 2025Q2: 97,228 shares; 2025Q3: 110,036 shares; 2025Q4: 70,613 shares 70,613 $5.62M 0.18% -39,423 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,082 shares; 2024Q4: 27,362 shares; 2025Q1: 26,817 shares; 2025Q2: 25,223 shares; 2025Q3: 41,119 shares; 2025Q4: 35,581 shares 35,581 $5.59M 0.17% -5,538 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,324 shares; 2024Q4: 105,685 shares; 2025Q1: 83,598 shares; 2025Q2: 82,585 shares; 2025Q3: 74,545 shares; 2025Q4: 71,955 shares 71,955 $5.58M 0.17% -2,590 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 12,851 shares; 2025Q1: 26,489 shares; 2025Q2: 26,954 shares; 2025Q3: 26,917 shares; 2025Q4: 14,421 shares 14,421 $5.53M 0.17% -12,496 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: 19,539 shares; 2024Q4: 20,953 shares; 2025Q1: 20,657 shares; 2025Q2: 20,244 shares; 2025Q3: 21,887 shares; 2025Q4: 20,465 shares 20,465 $5.49M 0.17% -1,422 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: 18,303 shares; 2024Q4: 18,640 shares; 2025Q1: 18,945 shares; 2025Q2: 17,244 shares; 2025Q3: 17,432 shares; 2025Q4: 18,010 shares 18,010 $5.33M 0.17% +578 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: 55,584 shares; 2024Q4: 55,246 shares; 2025Q1: 50,823 shares; 2025Q2: 49,216 shares; 2025Q3: 48,430 shares; 2025Q4: 48,284 shares 48,284 $5.32M 0.17% -146 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,642 shares; 2024Q4: 87,150 shares; 2025Q1: 87,054 shares; 2025Q2: 87,044 shares; 2025Q3: 86,607 shares; 2025Q4: 85,310 shares 85,310 $5.32M 0.17% -1,297 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,217 shares; 2024Q4: 23,922 shares; 2025Q1: 11,917 shares; 2025Q2: 11,497 shares; 2025Q3: 11,241 shares; 2025Q4: 10,801 shares 10,801 $5.26M 0.16% -440 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: 45,427 shares; 2024Q4: 189,308 shares; 2025Q1: 442,044 shares; 2025Q2: 274,557 shares; 2025Q3: 201,412 shares; 2025Q4: 191,198 shares 191,198 $5.26M 0.16% -10,214 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,095 shares 36,095 $5.19M 0.16% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,285 shares; 2024Q4: 5,795 shares; 2025Q1: 5,795 shares; 2025Q2: 5,795 shares; 2025Q3: 18,574 shares; 2025Q4: 37,246 shares 37,246 $5.07M 0.16% +18,672 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: 9,867 shares; 2024Q4: 9,939 shares; 2025Q1: 5,311 shares; 2025Q2: 5,687 shares; 2025Q3: 5,702 shares; 2025Q4: 7,420 shares 7,420 $5.06M 0.16% +1,718 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: 4,029 shares; 2024Q4: 3,837 shares; 2025Q1: 3,590 shares; 2025Q2: 3,573 shares; 2025Q3: 3,567 shares; 2025Q4: 3,549 shares 3,549 $4.95M 0.15% -18 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,825 shares; 2024Q4: 219,575 shares; 2025Q1: 218,575 shares; 2025Q2: 218,213 shares; 2025Q3: 214,439 shares; 2025Q4: 261,687 shares 261,687 $4.93M 0.15% +47,248 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,098 shares; 2024Q4: 131,395 shares; 2025Q1: 127,421 shares; 2025Q2: 126,785 shares; 2025Q3: 127,224 shares; 2025Q4: 109,223 shares 109,223 $4.88M 0.15% -18,001 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,336 shares; 2024Q4: 20,056 shares; 2025Q1: 19,764 shares; 2025Q2: 19,113 shares; 2025Q3: 19,562 shares; 2025Q4: 19,109 shares 19,109 $4.88M 0.15% -453 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: 76,993 shares; 2024Q4: 75,435 shares; 2025Q1: 68,168 shares; 2025Q2: 69,076 shares; 2025Q3: 62,942 shares; 2025Q4: 61,695 shares 61,695 $4.87M 0.15% -1,247 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,830 shares; 2024Q4: 45,047 shares; 2025Q1: 20,240 shares; 2025Q2: 17,264 shares; 2025Q3: 17,178 shares; 2025Q4: 16,820 shares 16,820 $4.86M 0.15% -358 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest 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: 81,350 shares 81,350 $4.76M 0.15% new Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,819 shares 49,819 $4.74M 0.15% new 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: 45,160 shares; 2024Q4: 30,493 shares; 2025Q1: 28,702 shares; 2025Q2: 28,887 shares; 2025Q3: 27,735 shares; 2025Q4: 28,417 shares 28,417 $4.62M 0.14% +682 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: 1,577 shares; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares; 2025Q2: 25,572 shares; 2025Q3: 36,125 shares; 2025Q4: 24,894 shares 24,894 $4.61M 0.14% -11,231 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,864 shares; 2024Q4: 9,012 shares; 2025Q1: 8,850 shares; 2025Q2: 9,125 shares; 2025Q3: 9,267 shares; 2025Q4: 9,186 shares 9,186 $4.5M 0.14% -81 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: 11,898 shares; 2024Q4: 12,040 shares; 2025Q1: 13,414 shares; 2025Q2: 11,381 shares; 2025Q3: 10,665 shares; 2025Q4: 14,315 shares 14,315 $4.49M 0.14% +3,650 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: 16,506 shares; 2024Q4: 17,272 shares; 2025Q1: 16,269 shares; 2025Q2: 14,854 shares; 2025Q3: 14,524 shares; 2025Q4: 13,830 shares 13,830 $4.48M 0.14% -694 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: 16,540 shares; 2024Q4: 84,734 shares; 2025Q1: 86,661 shares; 2025Q2: 86,861 shares; 2025Q3: 88,376 shares; 2025Q4: 89,360 shares 89,360 $4.47M 0.14% +984 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,054 shares; 2024Q4: 20,830 shares; 2025Q1: 9,287 shares; 2025Q2: 8,612 shares; 2025Q3: 8,458 shares; 2025Q4: 8,087 shares 8,087 $4.31M 0.13% -371 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,949 shares; 2024Q4: 20,243 shares; 2025Q1: 20,119 shares; 2025Q2: 19,702 shares; 2025Q3: 19,137 shares; 2025Q4: 19,245 shares 19,245 $4.29M 0.13% +108 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,118 shares; 2024Q4: 29,271 shares; 2025Q1: 28,779 shares; 2025Q2: 28,756 shares; 2025Q3: 37,059 shares; 2025Q4: 37,063 shares 37,063 $4.25M 0.13% +4 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: 144,391 shares; 2024Q4: 141,990 shares; 2025Q1: 137,624 shares; 2025Q2: 119,977 shares; 2025Q3: 119,121 shares; 2025Q4: 117,049 shares 117,049 $4.24M 0.13% -2,072 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,542 shares; 2024Q4: 30,090 shares; 2025Q1: 30,475 shares; 2025Q2: 30,324 shares; 2025Q3: 30,250 shares; 2025Q4: 30,878 shares 30,878 $4.22M 0.13% +628 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,594 shares; 2024Q4: 17,511 shares; 2025Q1: 17,276 shares; 2025Q2: 17,004 shares; 2025Q3: 17,928 shares; 2025Q4: 17,741 shares 17,741 $4.15M 0.13% -187 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: 23,414 shares; 2024Q4: 21,847 shares; 2025Q1: 20,917 shares; 2025Q2: 20,247 shares; 2025Q3: 20,255 shares; 2025Q4: 20,879 shares 20,879 $4.08M 0.13% +624 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,310 shares; 2024Q4: 98,430 shares; 2025Q1: 89,625 shares; 2025Q2: 89,901 shares; 2025Q3: 89,752 shares; 2025Q4: 87,400 shares 87,400 $3.99M 0.12% -2,352 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,305 shares; 2024Q4: 21,826 shares; 2025Q1: 18,062 shares; 2025Q2: 20,720 shares; 2025Q3: 48,557 shares; 2025Q4: 31,640 shares 31,640 $3.94M 0.12% -16,917 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: 17,466 shares; 2024Q4: 17,392 shares; 2025Q1: 17,361 shares; 2025Q2: 16,083 shares; 2025Q3: 15,539 shares; 2025Q4: 15,883 shares 15,883 $3.91M 0.12% +344 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,262 shares; 2024Q4: 14,867 shares; 2025Q1: 8,702 shares; 2025Q2: 8,439 shares; 2025Q3: 5,700 shares; 2025Q4: 6,335 shares 6,335 $3.88M 0.12% +635 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,869 shares; 2024Q4: 154,275 shares; 2025Q1: 152,148 shares; 2025Q2: 66,809 shares; 2025Q3: 49,603 shares; 2025Q4: 46,647 shares 46,647 $3.87M 0.12% -2,956 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,265 shares; 2024Q4: 88,029 shares; 2025Q1: 85,159 shares; 2025Q2: 64,818 shares; 2025Q3: 64,346 shares; 2025Q4: 62,898 shares 62,898 $3.86M 0.12% -1,448 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: 72,211 shares; 2024Q4: 72,853 shares; 2025Q1: 73,982 shares; 2025Q2: 73,883 shares; 2025Q3: 72,519 shares; 2025Q4: 70,946 shares 70,946 $3.81M 0.12% -1,573 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,430 shares 21,430 $3.78M 0.12% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,102 shares; 2024Q4: 16,844 shares; 2025Q1: 16,468 shares; 2025Q2: 16,383 shares; 2025Q3: 12,447 shares; 2025Q4: 11,785 shares 11,785 $3.77M 0.12% -662 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: 4,621 shares; 2024Q4: 4,518 shares; 2025Q1: 4,353 shares; 2025Q2: 4,693 shares; 2025Q3: 4,473 shares; 2025Q4: 5,947 shares 5,947 $3.65M 0.11% +1,474 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,761 shares; 2024Q4: 23,840 shares; 2025Q1: 25,512 shares; 2025Q2: 24,418 shares; 2025Q3: 22,246 shares; 2025Q4: 21,342 shares 21,342 $3.63M 0.11% -904 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: 24,232 shares; 2024Q4: 27,424 shares; 2025Q1: 27,116 shares; 2025Q2: 26,353 shares; 2025Q3: 27,524 shares; 2025Q4: 49,120 shares 49,120 $3.62M 0.11% +21,596 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: 7,412 shares; 2024Q4: 4,187 shares; 2025Q1: 4,263 shares; 2025Q2: 4,213 shares; 2025Q3: 4,076 shares; 2025Q4: 4,186 shares 4,186 $3.61M 0.11% +110 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,530 shares; 2025Q3: 40,490 shares; 2025Q4: 41,902 shares 41,902 $3.57M 0.11% +1,412 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: not reported; 2024Q4: 2,952 shares; 2025Q1: 2,651 shares; 2025Q2: 1,735 shares; 2025Q3: 1,819 shares; 2025Q4: 16,580 shares 16,580 $3.55M 0.11% +14,761 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: 3,929 shares; 2024Q4: 3,921 shares; 2025Q1: 3,871 shares; 2025Q2: 9,581 shares; 2025Q3: 26,967 shares; 2025Q4: 6,097 shares 6,097 $3.48M 0.11% -20,870 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: 8,980 shares; 2024Q4: 7,570 shares; 2025Q1: 7,361 shares; 2025Q2: 7,128 shares; 2025Q3: 6,743 shares; 2025Q4: 6,746 shares 6,746 $3.44M 0.11% +3 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: 12,237 shares; 2024Q4: 12,753 shares; 2025Q1: 12,368 shares; 2025Q2: 10,792 shares; 2025Q3: 10,480 shares; 2025Q4: 63,621 shares 63,621 $3.43M 0.11% +53,141 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,337 shares; 2024Q4: 47,113 shares; 2025Q1: 47,424 shares; 2025Q2: 66,513 shares; 2025Q3: 64,399 shares; 2025Q4: 60,301 shares 60,301 $3.43M 0.11% -4,098 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,064 shares 30,064 $3.36M 0.1% new Timeline UPWK UPWORK INC More: the full row for UPWORK 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: 168,627 shares 168,627 $3.34M 0.1% new 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: 5,417 shares; 2024Q4: 5,261 shares; 2025Q1: 4,982 shares; 2025Q2: 5,355 shares; 2025Q3: 5,128 shares; 2025Q4: 4,899 shares 4,899 $3.3M 0.1% -229 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: 11,495 shares; 2024Q4: 11,684 shares; 2025Q1: 11,289 shares; 2025Q2: 11,414 shares; 2025Q3: 11,328 shares; 2025Q4: 11,309 shares 11,309 $3.28M 0.1% -19 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,456 shares; 2024Q4: 45,418 shares; 2025Q1: 35,117 shares; 2025Q2: 33,602 shares; 2025Q3: 24,207 shares; 2025Q4: 25,983 shares 25,983 $3.26M 0.1% +1,776 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,666 shares; 2024Q4: 20,972 shares; 2025Q1: 55,399 shares; 2025Q2: 14,969 shares; 2025Q3: 13,913 shares; 2025Q4: 24,521 shares 24,521 $3.26M 0.1% +10,608 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: 52,097 shares; 2024Q4: 46,530 shares; 2025Q1: 39,778 shares; 2025Q2: 38,272 shares; 2025Q3: 34,444 shares; 2025Q4: 34,043 shares 34,043 $3.19M 0.1% -401 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: 310,042 shares; 2024Q4: 185,316 shares; 2025Q1: 124,996 shares; 2025Q2: 118,837 shares; 2025Q3: 117,660 shares; 2025Q4: 113,200 shares 113,200 $3.18M 0.1% -4,460 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: 31,560 shares; 2024Q4: 33,432 shares; 2025Q1: 34,405 shares; 2025Q2: 34,850 shares; 2025Q3: 34,918 shares; 2025Q4: 36,503 shares 36,503 $3.15M 0.1% +1,585 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,066 shares; 2024Q4: 45,638 shares; 2025Q1: 44,906 shares; 2025Q2: 40,341 shares; 2025Q3: 39,714 shares; 2025Q4: 39,894 shares 39,894 $3.14M 0.1% +180 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,530 shares; 2025Q4: 36,600 shares 36,600 $3.12M 0.1% +1,070 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: 16,410 shares; 2024Q4: 15,369 shares; 2025Q1: 14,644 shares; 2025Q2: 13,118 shares; 2025Q3: 13,128 shares; 2025Q4: 13,480 shares 13,480 $3.12M 0.1% +352 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,579 shares; 2025Q4: 10,902 shares 10,902 $3.11M 0.1% +9,323 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: 40,465 shares; 2024Q4: 34,065 shares; 2025Q1: 31,453 shares; 2025Q2: 25,095 shares; 2025Q3: 22,464 shares; 2025Q4: 20,290 shares 20,290 $3.09M 0.1% -2,174 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,997 shares; 2025Q3: 57,589 shares; 2025Q4: 56,827 shares 56,827 $3.05M 0.09% -762 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: 17,257 shares; 2024Q4: 21,449 shares; 2025Q1: 28,162 shares; 2025Q2: 54,775 shares; 2025Q3: 57,893 shares; 2025Q4: 60,512 shares 60,512 $3.04M 0.09% +2,619 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,359 shares; 2025Q4: 37,407 shares 37,407 $2.99M 0.09% +48 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: 24,907 shares; 2024Q4: 24,843 shares; 2025Q1: 24,172 shares; 2025Q2: 24,087 shares; 2025Q3: 23,539 shares; 2025Q4: 23,674 shares 23,674 $2.97M 0.09% +135 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,202 shares; 2024Q4: 12,821 shares; 2025Q1: 53,517 shares; 2025Q2: 32,062 shares; 2025Q3: 29,326 shares; 2025Q4: 25,761 shares 25,761 $2.93M 0.09% -3,565 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,262 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,200 shares; 2025Q4: 29,568 shares 29,568 $2.92M 0.09% +7,368 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,750 shares; 2024Q4: 30,377 shares; 2025Q1: 16,959 shares; 2025Q2: 16,051 shares; 2025Q3: 15,903 shares; 2025Q4: 15,974 shares 15,974 $2.91M 0.09% +71 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,312 shares; 2025Q1: 59,785 shares; 2025Q2: 5,758 shares; 2025Q3: 5,882 shares; 2025Q4: 5,574 shares 5,574 $2.85M 0.09% -308 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 378,903 shares; 2025Q1: 398,092 shares; 2025Q2: 113,752 shares; 2025Q3: 107,137 shares; 2025Q4: 105,411 shares 105,411 $2.82M 0.09% -1,726 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: 21,439 shares; 2024Q4: 21,887 shares; 2025Q1: 22,341 shares; 2025Q2: 19,666 shares; 2025Q3: 18,955 shares; 2025Q4: 19,608 shares 19,608 $2.81M 0.09% +653 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: 45,907 shares; 2024Q4: 19,662 shares; 2025Q1: 16,966 shares; 2025Q2: 16,059 shares; 2025Q3: 15,754 shares; 2025Q4: 15,600 shares 15,600 $2.81M 0.09% -154 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: not reported; 2024Q4: 15,438 shares; 2025Q1: 15,633 shares; 2025Q2: 19,778 shares; 2025Q3: 21,910 shares; 2025Q4: 22,258 shares 22,258 $2.8M 0.09% +348 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: 292 shares; 2024Q4: 288 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 1,293 shares 1,293 $2.78M 0.09% +1,026 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: 60,640 shares; 2024Q4: 59,911 shares; 2025Q1: 59,628 shares; 2025Q2: 57,241 shares; 2025Q3: 41,012 shares; 2025Q4: 39,259 shares 39,259 $2.74M 0.09% -1,753 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: 47,132 shares; 2024Q4: 48,557 shares; 2025Q1: 49,905 shares; 2025Q2: 48,849 shares; 2025Q3: 46,664 shares; 2025Q4: 45,526 shares 45,526 $2.74M 0.09% -1,138 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: 32,698 shares; 2024Q4: 23,566 shares; 2025Q1: 22,471 shares; 2025Q2: 20,520 shares; 2025Q3: 20,495 shares; 2025Q4: 20,514 shares 20,514 $2.72M 0.08% +19 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,487 shares 3,487 $2.69M 0.08% new Timeline ROKU ROKU INC More: the full row for ROKU 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: 24,494 shares 24,494 $2.66M 0.08% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,666 shares; 2024Q4: 14,666 shares; 2025Q1: not reported; 2025Q2: 148,227 shares; 2025Q3: 156,702 shares; 2025Q4: 147,960 shares 147,960 $2.57M 0.08% -8,742 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,082 shares; 2024Q4: 9,049 shares; 2025Q1: 8,487 shares; 2025Q2: 67,091 shares; 2025Q3: 65,591 shares; 2025Q4: 65,106 shares 65,106 $2.55M 0.08% -485 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: 7,272 shares; 2024Q4: 6,791 shares; 2025Q1: 7,548 shares; 2025Q2: 8,974 shares; 2025Q3: 7,634 shares; 2025Q4: 7,973 shares 7,973 $2.54M 0.08% +339 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,769 shares 69,769 $2.51M 0.08% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,581 shares; 2024Q4: 9,060 shares; 2025Q1: 9,292 shares; 2025Q2: 9,538 shares; 2025Q3: 10,581 shares; 2025Q4: 10,244 shares 10,244 $2.49M 0.08% -337 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: 11,310 shares; 2024Q4: 10,826 shares; 2025Q1: 12,102 shares; 2025Q2: 13,513 shares; 2025Q3: 12,411 shares; 2025Q4: 12,084 shares 12,084 $2.48M 0.08% -327 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: 46,161 shares; 2024Q4: 37,767 shares; 2025Q1: 38,805 shares; 2025Q2: 39,131 shares; 2025Q3: 6,631 shares; 2025Q4: 5,468 shares 5,468 $2.48M 0.08% -1,163 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,076 shares 196,076 $2.44M 0.08% new 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: 6,959 shares; 2024Q4: 6,918 shares; 2025Q1: 5,382 shares; 2025Q2: 5,509 shares; 2025Q3: 4,930 shares; 2025Q4: 5,423 shares 5,423 $2.44M 0.08% +493 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: 56,644 shares; 2024Q4: 47,929 shares; 2025Q1: 51,414 shares; 2025Q2: 44,968 shares; 2025Q3: 42,072 shares; 2025Q4: 22,879 shares 22,879 $2.41M 0.08% -19,193 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: 35,466 shares; 2024Q4: 35,297 shares; 2025Q1: 7,201 shares; 2025Q2: 5,742 shares; 2025Q3: 5,977 shares; 2025Q4: 5,115 shares 5,115 $2.4M 0.07% -862 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 93,561 shares; 2025Q3: 115,109 shares; 2025Q4: 92,421 shares 92,421 $2.39M 0.07% -22,688 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,993 shares; 2024Q4: 9,258 shares; 2025Q1: 24,498 shares; 2025Q2: 11,781 shares; 2025Q3: 19,269 shares; 2025Q4: 40,688 shares 40,688 $2.39M 0.07% +21,419 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,224 shares; 2024Q4: 11,956 shares; 2025Q1: 10,502 shares; 2025Q2: 10,241 shares; 2025Q3: 10,029 shares; 2025Q4: 9,809 shares 9,809 $2.39M 0.07% -220 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 49,300 shares; 2025Q3: 52,181 shares; 2025Q4: 53,371 shares 53,371 $2.32M 0.07% +1,190 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: 7,741 shares; 2024Q4: 8,366 shares; 2025Q1: 8,177 shares; 2025Q2: 7,774 shares; 2025Q3: 7,671 shares; 2025Q4: 7,386 shares 7,386 $2.31M 0.07% -285 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,384 shares 139,384 $2.28M 0.07% new 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: 22,517 shares; 2024Q4: 23,547 shares; 2025Q1: 24,199 shares; 2025Q2: 27,038 shares; 2025Q3: 27,617 shares; 2025Q4: 28,880 shares 28,880 $2.28M 0.07% +1,263 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,079 shares; 2024Q4: 16,602 shares; 2025Q1: 20,211 shares; 2025Q2: 21,291 shares; 2025Q3: 22,406 shares; 2025Q4: 25,588 shares 25,588 $2.27M 0.07% +3,182 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: 3,406 shares; 2024Q4: 3,389 shares; 2025Q1: 3,761 shares; 2025Q2: 3,129 shares; 2025Q3: 2,968 shares; 2025Q4: 6,671 shares 6,671 $2.24M 0.07% +3,703 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,478 shares 20,478 $2.22M 0.07% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,457 shares; 2024Q4: 9,353 shares; 2025Q1: 9,092 shares; 2025Q2: 8,777 shares; 2025Q3: 8,819 shares; 2025Q4: 8,822 shares 8,822 $2.21M 0.07% +3 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: 29,833 shares; 2024Q4: 29,966 shares; 2025Q1: 30,017 shares; 2025Q2: 28,977 shares; 2025Q3: 29,026 shares; 2025Q4: 30,051 shares 30,051 $2.21M 0.07% +1,025 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,114 shares 74,114 $2.2M 0.07% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,949 shares; 2024Q4: 21,684 shares; 2025Q1: 19,088 shares; 2025Q2: 18,633 shares; 2025Q3: 19,266 shares; 2025Q4: 19,870 shares 19,870 $2.19M 0.07% +604 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: 9,228 shares; 2024Q4: 11,605 shares; 2025Q1: 11,884 shares; 2025Q2: 10,860 shares; 2025Q3: 10,699 shares; 2025Q4: 8,448 shares 8,448 $2.17M 0.07% -2,251 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,529 shares; 2024Q4: 29,456 shares; 2025Q1: 30,126 shares; 2025Q2: 29,130 shares; 2025Q3: 30,380 shares; 2025Q4: 31,794 shares 31,794 $2.15M 0.07% +1,414 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,811 shares; 2024Q4: 35,054 shares; 2025Q1: 45,348 shares; 2025Q2: 56,476 shares; 2025Q3: 55,612 shares; 2025Q4: 32,639 shares 32,639 $2.12M 0.07% -22,973 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,011 shares; 2024Q4: 12,578 shares; 2025Q1: 11,450 shares; 2025Q2: 6,194 shares; 2025Q3: 6,302 shares; 2025Q4: 6,159 shares 6,159 $2.09M 0.07% -143 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,728 shares; 2025Q1: 2,675 shares; 2025Q2: 2,463 shares; 2025Q3: 11,066 shares; 2025Q4: 10,108 shares 10,108 $2.08M 0.06% -958 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,315 shares 5,315 $2.08M 0.06% new 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: 10,448 shares; 2024Q4: 12,142 shares; 2025Q1: 13,250 shares; 2025Q2: 14,246 shares; 2025Q3: 14,319 shares; 2025Q4: 15,738 shares 15,738 $2.03M 0.06% +1,419 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,412 shares; 2025Q1: 2,389 shares; 2025Q2: 3,919 shares; 2025Q3: 3,002 shares; 2025Q4: 2,946 shares 2,946 $2.02M 0.06% -56 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,569 shares 26,569 $2.02M 0.06% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,239 shares; 2024Q4: 9,229 shares; 2025Q1: 9,204 shares; 2025Q2: 8,962 shares; 2025Q3: 8,860 shares; 2025Q4: 9,281 shares 9,281 $2.01M 0.06% +421 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,422 shares; 2025Q4: 12,640 shares 12,640 $2.01M 0.06% -39,782 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,359 shares; 2024Q4: 101,679 shares; 2025Q1: 146,579 shares; 2025Q2: 147,136 shares; 2025Q3: 76,467 shares; 2025Q4: 76,167 shares 76,167 $1.99M 0.06% -300 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,721 shares 24,721 $1.99M 0.06% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 7,325 shares; 2025Q1: 7,265 shares; 2025Q2: 7,017 shares; 2025Q3: 7,000 shares; 2025Q4: 6,846 shares 6,846 $1.98M 0.06% -154 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: 26,384 shares; 2024Q4: 25,614 shares; 2025Q1: 25,403 shares; 2025Q2: 28,027 shares; 2025Q3: 28,467 shares; 2025Q4: 11,200 shares 11,200 $1.97M 0.06% -17,267 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,045 shares; 2025Q4: 201,614 shares 201,614 $1.96M 0.06% +104,569 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: 13,513 shares; 2024Q4: 13,310 shares; 2025Q1: 13,196 shares; 2025Q2: 12,691 shares; 2025Q3: 12,093 shares; 2025Q4: 12,141 shares 12,141 $1.94M 0.06% +48 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: 155,044 shares; 2024Q4: 97,717 shares; 2025Q1: 27,109 shares; 2025Q2: 17,134 shares; 2025Q3: 17,103 shares; 2025Q4: 16,548 shares 16,548 $1.94M 0.06% -555 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: 10,576 shares; 2024Q4: 9,038 shares; 2025Q1: 3,043 shares; 2025Q2: 2,825 shares; 2025Q3: 2,770 shares; 2025Q4: 12,541 shares 12,541 $1.92M 0.06% +9,771 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,481 shares; 2024Q4: 255,983 shares; 2025Q1: 84,783 shares; 2025Q2: 59,400 shares; 2025Q3: 57,426 shares; 2025Q4: 56,916 shares 56,916 $1.9M 0.06% -510 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,012 shares; 2024Q4: 18,009 shares; 2025Q1: 17,364 shares; 2025Q2: 14,703 shares; 2025Q3: 14,767 shares; 2025Q4: 14,578 shares 14,578 $1.88M 0.06% -189 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: 46,112 shares; 2024Q4: 45,599 shares; 2025Q1: 36,725 shares; 2025Q2: 31,389 shares; 2025Q3: 30,634 shares; 2025Q4: 33,815 shares 33,815 $1.86M 0.06% +3,181 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,984 shares; 2024Q4: 4,893 shares; 2025Q1: 3,808 shares; 2025Q2: 3,588 shares; 2025Q3: 3,338 shares; 2025Q4: 3,338 shares 3,338 $1.84M 0.06% 0 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: 65,405 shares; 2024Q4: 61,098 shares; 2025Q1: 57,078 shares; 2025Q2: 52,786 shares; 2025Q3: 50,699 shares; 2025Q4: 49,982 shares 49,982 $1.84M 0.06% -717 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,142 shares 17,142 $1.84M 0.06% new 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: 15,029 shares; 2024Q4: 29,447 shares; 2025Q1: 21,131 shares; 2025Q2: 20,956 shares; 2025Q3: 20,177 shares; 2025Q4: 19,850 shares 19,850 $1.83M 0.06% -327 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: 3,900 shares; 2024Q4: 3,717 shares; 2025Q1: 4,091 shares; 2025Q2: 3,453 shares; 2025Q3: 3,472 shares; 2025Q4: 3,758 shares 3,758 $1.83M 0.06% +286 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,947 shares; 2024Q4: 25,738 shares; 2025Q1: 6,202 shares; 2025Q2: 5,142 shares; 2025Q3: 4,883 shares; 2025Q4: 4,582 shares 4,582 $1.82M 0.06% -301 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,473 shares; 2024Q4: 29,598 shares; 2025Q1: 27,091 shares; 2025Q2: 25,746 shares; 2025Q3: 22,072 shares; 2025Q4: 21,276 shares 21,276 $1.81M 0.06% -796 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,371 shares; 2024Q4: 15,350 shares; 2025Q1: 14,422 shares; 2025Q2: 13,261 shares; 2025Q3: 13,246 shares; 2025Q4: 13,091 shares 13,091 $1.81M 0.06% -155 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,717 shares; 2024Q4: 46,586 shares; 2025Q1: 44,730 shares; 2025Q2: 45,842 shares; 2025Q3: 43,896 shares; 2025Q4: 41,344 shares 41,344 $1.8M 0.06% -2,552 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: 7,752 shares; 2024Q4: 7,752 shares; 2025Q1: 7,538 shares; 2025Q2: 7,358 shares; 2025Q3: 7,267 shares; 2025Q4: 7,414 shares 7,414 $1.8M 0.06% +147 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: 1,815 shares; 2024Q4: 1,746 shares; 2025Q1: 1,746 shares; 2025Q2: 1,757 shares; 2025Q3: 1,761 shares; 2025Q4: 1,780 shares 1,780 $1.8M 0.06% +19 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 1,984 shares; 2025Q1: 2,347 shares; 2025Q2: 115,055 shares; 2025Q3: 117,060 shares; 2025Q4: 9,457 shares 9,457 $1.74M 0.05% -107,603 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,890 shares; 2025Q2: 39,138 shares; 2025Q3: 27,227 shares; 2025Q4: 30,326 shares 30,326 $1.73M 0.05% +3,099 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,441 shares; 2024Q4: 66,874 shares; 2025Q1: 67,926 shares; 2025Q2: 66,745 shares; 2025Q3: 63,337 shares; 2025Q4: 64,969 shares 64,969 $1.7M 0.05% +1,632 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: 6,754 shares; 2024Q4: 6,178 shares; 2025Q1: 5,261 shares; 2025Q2: 5,059 shares; 2025Q3: 5,059 shares; 2025Q4: 5,484 shares 5,484 $1.7M 0.05% +425 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,094 shares; 2025Q1: 3,251 shares; 2025Q2: 3,098 shares; 2025Q3: 2,978 shares; 2025Q4: 2,922 shares 2,922 $1.67M 0.05% -56 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,978 shares; 2024Q4: 12,638 shares; 2025Q1: 13,327 shares; 2025Q2: 12,448 shares; 2025Q3: 13,315 shares; 2025Q4: 13,164 shares 13,164 $1.67M 0.05% -151 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,436 shares; 2025Q1: 48,311 shares; 2025Q2: 51,043 shares; 2025Q3: 49,073 shares; 2025Q4: 49,332 shares 49,332 $1.66M 0.05% +259 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,430 shares; 2024Q4: 23,700 shares; 2025Q1: 23,700 shares; 2025Q2: 20,400 shares; 2025Q3: 20,400 shares; 2025Q4: 20,408 shares 20,408 $1.65M 0.05% +8 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: 7,174 shares; 2024Q4: 6,569 shares; 2025Q1: 6,449 shares; 2025Q2: 6,169 shares; 2025Q3: 6,000 shares; 2025Q4: 5,978 shares 5,978 $1.65M 0.05% -22 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,276 shares; 2024Q4: 32,850 shares; 2025Q1: 32,462 shares; 2025Q2: 32,173 shares; 2025Q3: 30,821 shares; 2025Q4: 30,753 shares 30,753 $1.63M 0.05% -68 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,039 shares; 2024Q4: 6,999 shares; 2025Q1: 6,499 shares; 2025Q2: 5,907 shares; 2025Q3: 5,864 shares; 2025Q4: 5,638 shares 5,638 $1.63M 0.05% -226 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,643 shares; 2025Q1: 3,673 shares; 2025Q2: 3,566 shares; 2025Q3: 5,303 shares; 2025Q4: 5,887 shares 5,887 $1.62M 0.05% +584 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: 8,370 shares; 2024Q4: 7,911 shares; 2025Q1: 8,077 shares; 2025Q2: 6,877 shares; 2025Q3: 5,755 shares; 2025Q4: 7,342 shares 7,342 $1.59M 0.05% +1,587 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,637 shares; 2025Q4: 10,938 shares 10,938 $1.57M 0.05% -21,699 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,521 shares; 2024Q4: 32,769 shares; 2025Q1: 32,765 shares; 2025Q2: 18,857 shares; 2025Q3: 14,588 shares; 2025Q4: 13,694 shares 13,694 $1.55M 0.05% -894 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: 7,338 shares; 2024Q4: 6,840 shares; 2025Q1: 6,519 shares; 2025Q2: 6,173 shares; 2025Q3: 5,720 shares; 2025Q4: 4,391 shares 4,391 $1.54M 0.05% -1,329 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 257,962 shares; 2025Q3: 224,761 shares; 2025Q4: 182,861 shares 182,861 $1.53M 0.05% -41,900 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: 10,044 shares; 2024Q4: 11,885 shares; 2025Q1: 7,175 shares; 2025Q2: 7,363 shares; 2025Q3: 7,410 shares; 2025Q4: 8,570 shares 8,570 $1.52M 0.05% +1,160 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: 8,671 shares; 2024Q4: 8,546 shares; 2025Q1: 8,403 shares; 2025Q2: 7,915 shares; 2025Q3: 7,490 shares; 2025Q4: 8,703 shares 8,703 $1.51M 0.05% +1,213 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.05% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 4,594 shares; 2025Q1: 3,974 shares; 2025Q2: 3,974 shares; 2025Q3: 3,104 shares; 2025Q4: 3,955 shares 3,955 $1.5M 0.05% +851 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: 8,619 shares; 2024Q4: 9,515 shares; 2025Q1: 7,906 shares; 2025Q2: 19,912 shares; 2025Q3: 22,071 shares; 2025Q4: 25,832 shares 25,832 $1.49M 0.05% +3,761 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,715 shares; 2024Q4: 39,624 shares; 2025Q1: 39,405 shares; 2025Q2: 38,940 shares; 2025Q3: 38,546 shares; 2025Q4: 36,748 shares 36,748 $1.48M 0.05% -1,798 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,073 shares; 2024Q4: 41,844 shares; 2025Q1: 41,901 shares; 2025Q2: 41,901 shares; 2025Q3: 42,126 shares; 2025Q4: 42,458 shares 42,458 $1.47M 0.05% +332 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,393 shares; 2025Q4: 8,375 shares 8,375 $1.45M 0.05% +1,982 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,112 shares; 2024Q4: 63,740 shares; 2025Q1: 52,537 shares; 2025Q2: 52,310 shares; 2025Q3: 48,974 shares; 2025Q4: 47,614 shares 47,614 $1.41M 0.04% -1,360 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: 1,921 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,010 shares 27,010 $1.37M 0.04% new 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: 37,653 shares; 2024Q4: 39,043 shares; 2025Q1: 52,393 shares; 2025Q2: 51,687 shares; 2025Q3: 52,770 shares; 2025Q4: 54,937 shares 54,937 $1.36M 0.04% +2,167 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: 7,283 shares; 2024Q4: 7,463 shares; 2025Q1: 6,198 shares; 2025Q2: 6,290 shares; 2025Q3: 5,801 shares; 2025Q4: 6,203 shares 6,203 $1.35M 0.04% +402 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: 8,842 shares; 2024Q4: 10,192 shares; 2025Q1: 9,577 shares; 2025Q2: 11,661 shares; 2025Q3: 12,902 shares; 2025Q4: 14,090 shares 14,090 $1.34M 0.04% +1,188 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: 15,019 shares; 2024Q4: 15,891 shares; 2025Q1: 15,972 shares; 2025Q2: 14,991 shares; 2025Q3: 14,287 shares; 2025Q4: 14,536 shares 14,536 $1.34M 0.04% +249 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: 8,656 shares; 2024Q4: 8,656 shares; 2025Q1: 8,656 shares; 2025Q2: 8,460 shares; 2025Q3: 7,660 shares; 2025Q4: 22,772 shares 22,772 $1.33M 0.04% +15,112 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: 3,660 shares; 2024Q4: 3,717 shares; 2025Q1: 3,699 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 3,408 shares 3,408 $1.33M 0.04% +508 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: 3,103 shares; 2024Q4: 3,096 shares; 2025Q1: 2,846 shares; 2025Q2: 3,740 shares; 2025Q3: 3,750 shares; 2025Q4: 4,284 shares 4,284 $1.32M 0.04% +534 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,819 shares; 2024Q4: 119,420 shares; 2025Q1: 120,818 shares; 2025Q2: 112,489 shares; 2025Q3: 118,344 shares; 2025Q4: 117,924 shares 117,924 $1.29M 0.04% -420 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,248 shares; 2024Q4: 34,176 shares; 2025Q1: 29,782 shares; 2025Q2: 30,308 shares; 2025Q3: 30,134 shares; 2025Q4: 29,216 shares 29,216 $1.27M 0.04% -918 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,532 shares; 2024Q4: 47,552 shares; 2025Q1: 45,004 shares; 2025Q2: 45,812 shares; 2025Q3: 46,828 shares; 2025Q4: 48,664 shares 48,664 $1.25M 0.04% +1,836 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,662 shares; 2025Q2: 14,843 shares; 2025Q3: 11,165 shares; 2025Q4: 12,251 shares 12,251 $1.24M 0.04% +1,086 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST 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: 9,293 shares; 2025Q3: 10,617 shares; 2025Q4: 11,029 shares 11,029 $1.24M 0.04% +412 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,525 shares; 2024Q4: 27,352 shares; 2025Q1: 13,503 shares; 2025Q2: 9,523 shares; 2025Q3: 28,825 shares; 2025Q4: 8,690 shares 8,690 $1.23M 0.04% -20,135 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: 3,625 shares; 2024Q4: 3,610 shares; 2025Q1: 3,610 shares; 2025Q2: 16,504 shares; 2025Q3: 5,362 shares; 2025Q4: 4,463 shares 4,463 $1.22M 0.04% -899 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: 39,619 shares; 2024Q4: 143,731 shares; 2025Q1: 156,990 shares; 2025Q2: 75,917 shares; 2025Q3: 50,712 shares; 2025Q4: 48,204 shares 48,204 $1.2M 0.04% -2,508 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,974 shares; 2024Q4: 28,519 shares; 2025Q1: 92,326 shares; 2025Q2: 62,930 shares; 2025Q3: 73,270 shares; 2025Q4: 24,964 shares 24,964 $1.2M 0.04% -48,306 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,051 shares; 2024Q4: 25,278 shares; 2025Q1: 20,614 shares; 2025Q2: 17,268 shares; 2025Q3: 9,061 shares; 2025Q4: 8,756 shares 8,756 $1.19M 0.04% -305 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,063 shares; 2024Q4: 14,203 shares; 2025Q1: 13,918 shares; 2025Q2: 13,636 shares; 2025Q3: 13,516 shares; 2025Q4: 14,798 shares 14,798 $1.19M 0.04% +1,282 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: 2,154 shares; 2024Q4: 2,154 shares; 2025Q1: 2,154 shares; 2025Q2: 2,159 shares; 2025Q3: 2,107 shares; 2025Q4: 2,466 shares 2,466 $1.17M 0.04% +359 Timeline GBIL 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: 8,313 shares; 2024Q4: 8,144 shares; 2025Q1: 9,498 shares; 2025Q2: 11,995 shares; 2025Q3: 12,433 shares; 2025Q4: 11,463 shares 11,463 $1.15M 0.04% -970 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: 7,831 shares; 2024Q4: 6,367 shares; 2025Q1: 6,167 shares; 2025Q2: 5,749 shares; 2025Q3: 5,739 shares; 2025Q4: 5,843 shares 5,843 $1.14M 0.04% +104 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: 22,422 shares; 2024Q4: 22,542 shares; 2025Q1: 22,232 shares; 2025Q2: 20,906 shares; 2025Q3: 20,736 shares; 2025Q4: 21,335 shares 21,335 $1.13M 0.04% +599 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,300 shares; 2024Q4: 87,762 shares; 2025Q1: 11,868 shares; 2025Q2: 8,368 shares; 2025Q3: 7,482 shares; 2025Q4: 6,676 shares 6,676 $1.11M 0.03% -806 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 12,734 shares; 2025Q4: 12,577 shares 12,577 $1.1M 0.03% -157 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: 9,096 shares; 2024Q4: 9,086 shares; 2025Q1: 9,154 shares; 2025Q2: 9,107 shares; 2025Q3: 9,082 shares; 2025Q4: 9,138 shares 9,138 $1.09M 0.03% +56 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: 3,747 shares; 2024Q4: 2,171 shares; 2025Q1: 2,218 shares; 2025Q2: 2,274 shares; 2025Q3: 2,328 shares; 2025Q4: 2,319 shares 2,319 $1.09M 0.03% -9 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: 10,926 shares; 2024Q4: 11,666 shares; 2025Q1: 11,053 shares; 2025Q2: 11,096 shares; 2025Q3: 10,784 shares; 2025Q4: 10,663 shares 10,663 $1.08M 0.03% -121 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,861 shares; 2025Q1: 1,527 shares; 2025Q2: not reported; 2025Q3: 29,731 shares; 2025Q4: 7,050 shares 7,050 $1.08M 0.03% -22,681 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: 854 shares; 2024Q4: 847 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 1,399 shares; 2025Q4: 1,848 shares 1,848 $1.07M 0.03% +449 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: 65,560 shares; 2024Q4: 67,618 shares; 2025Q1: 67,353 shares; 2025Q2: 66,479 shares; 2025Q3: 65,110 shares; 2025Q4: 64,499 shares 64,499 $1.06M 0.03% -611 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: 13,010 shares; 2024Q4: 12,785 shares; 2025Q1: 11,286 shares; 2025Q2: 11,432 shares; 2025Q3: 11,431 shares; 2025Q4: 12,035 shares 12,035 $1.05M 0.03% +604 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: 36,756 shares; 2024Q4: 30,550 shares; 2025Q1: 29,154 shares; 2025Q2: 25,417 shares; 2025Q3: 9,476 shares; 2025Q4: 9,541 shares 9,541 $1.04M 0.03% +65 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,910 shares; 2025Q3: 48,312 shares; 2025Q4: 15,863 shares 15,863 $1.02M 0.03% -32,449 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 13,409 shares; 2025Q1: 21,512 shares; 2025Q2: 23,481 shares; 2025Q3: 23,365 shares; 2025Q4: 21,341 shares 21,341 $1.02M 0.03% -2,024 Timeline SLYV 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: 12,145 shares; 2024Q4: 12,231 shares; 2025Q1: 19,743 shares; 2025Q2: 18,422 shares; 2025Q3: 11,719 shares; 2025Q4: 11,147 shares 11,147 $1.01M 0.03% -572 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,356 shares; 2024Q4: 7,358 shares; 2025Q1: 6,803 shares; 2025Q2: 6,696 shares; 2025Q3: 5,822 shares; 2025Q4: 5,434 shares 5,434 $1.01M 0.03% -388 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: 425 shares; 2024Q4: 426 shares; 2025Q1: 562 shares; 2025Q2: 546 shares; 2025Q3: 909 shares; 2025Q4: 1,521 shares 1,521 $1.01M 0.03% +612 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,757 shares; 2024Q4: 138,359 shares; 2025Q1: 24,522 shares; 2025Q2: 12,774 shares; 2025Q3: 9,900 shares; 2025Q4: 9,764 shares 9,764 $996K 0.03% -136 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,081 shares; 2024Q4: 10,776 shares; 2025Q1: 7,552 shares; 2025Q2: 6,592 shares; 2025Q3: 6,592 shares; 2025Q4: 6,098 shares 6,098 $995K 0.03% -494 Timeline DFAE 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: 8,376 shares; 2024Q4: 8,348 shares; 2025Q1: 8,776 shares; 2025Q2: 28,844 shares; 2025Q3: 28,605 shares; 2025Q4: 30,503 shares 30,503 $993K 0.03% +1,898 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: 5,241 shares; 2024Q4: 5,131 shares; 2025Q1: 6,776 shares; 2025Q2: 4,641 shares; 2025Q3: 4,633 shares; 2025Q4: 4,638 shares 4,638 $983K 0.03% +5 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,589 shares; 2024Q4: 23,271 shares; 2025Q1: 17,689 shares; 2025Q2: 17,163 shares; 2025Q3: 17,406 shares; 2025Q4: 17,877 shares 17,877 $976K 0.03% +471 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 12,241 shares; 2025Q1: 11,896 shares; 2025Q2: 13,609 shares; 2025Q3: 11,771 shares; 2025Q4: 11,702 shares 11,702 $971K 0.03% -69 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,429 shares; 2024Q4: 5,467 shares; 2025Q1: 5,519 shares; 2025Q2: 5,306 shares; 2025Q3: 4,934 shares; 2025Q4: 4,947 shares 4,947 $960K 0.03% +13 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,702 shares; 2025Q1: 2,732 shares; 2025Q2: 12,730 shares; 2025Q3: 3,175 shares; 2025Q4: 3,744 shares 3,744 $959K 0.03% +569 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: 8,939 shares; 2024Q4: 9,292 shares; 2025Q1: 9,663 shares; 2025Q2: 10,035 shares; 2025Q3: 9,515 shares; 2025Q4: 9,981 shares 9,981 $958K 0.03% +466 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 24,258 shares; 2025Q4: 25,226 shares 25,226 $946K 0.03% +968 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,985 shares; 2024Q4: 15,753 shares; 2025Q1: 15,753 shares; 2025Q2: 15,605 shares; 2025Q3: 21,919 shares; 2025Q4: 20,541 shares 20,541 $945K 0.03% -1,378 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: 8,614 shares; 2024Q4: 9,169 shares; 2025Q1: 9,101 shares; 2025Q2: 10,048 shares; 2025Q3: 10,292 shares; 2025Q4: 9,777 shares 9,777 $939K 0.03% -515 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: 2,607 shares; 2024Q4: 5,914 shares; 2025Q1: 5,839 shares; 2025Q2: 6,848 shares; 2025Q3: 6,207 shares; 2025Q4: 4,608 shares 4,608 $936K 0.03% -1,599 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,924 shares; 2024Q4: 8,247 shares; 2025Q1: 8,192 shares; 2025Q2: 6,872 shares; 2025Q3: 7,297 shares; 2025Q4: 7,518 shares 7,518 $925K 0.03% +221 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: 7,332 shares; 2024Q4: 6,623 shares; 2025Q1: 6,509 shares; 2025Q2: 7,230 shares; 2025Q3: 6,760 shares; 2025Q4: 7,448 shares 7,448 $914K 0.03% +688 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,947 shares; 2024Q4: 15,667 shares; 2025Q1: 10,538 shares; 2025Q2: 10,538 shares; 2025Q3: 9,219 shares; 2025Q4: 8,959 shares 8,959 $902K 0.03% -260 Timeline SLYG 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: 24,843 shares; 2024Q4: 20,428 shares; 2025Q1: 19,673 shares; 2025Q2: 13,969 shares; 2025Q3: 9,699 shares; 2025Q4: 9,562 shares 9,562 $901K 0.03% -137 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 4,999 shares; 2025Q1: 5,109 shares; 2025Q2: 18,994 shares; 2025Q3: 19,112 shares; 2025Q4: 22,344 shares 22,344 $897K 0.03% +3,232 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,621 shares; 2024Q4: 20,721 shares; 2025Q1: 20,432 shares; 2025Q2: 19,986 shares; 2025Q3: 19,947 shares; 2025Q4: 20,208 shares 20,208 $896K 0.03% +261 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 7,509 shares; 2025Q1: 4,609 shares; 2025Q2: 4,595 shares; 2025Q3: 4,596 shares; 2025Q4: 4,390 shares 4,390 $891K 0.03% -206 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,601 shares; 2024Q4: 10,161 shares; 2025Q1: 9,978 shares; 2025Q2: 9,978 shares; 2025Q3: 9,894 shares; 2025Q4: 9,919 shares 9,919 $879K 0.03% +25 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: 60,671 shares; 2024Q4: 9,648 shares; 2025Q1: 7,644 shares; 2025Q2: 132,545 shares; 2025Q3: 79,781 shares; 2025Q4: 16,321 shares 16,321 $879K 0.03% -63,460 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,959 shares; 2024Q4: 13,826 shares; 2025Q1: 13,748 shares; 2025Q2: 11,875 shares; 2025Q3: 11,685 shares; 2025Q4: 11,202 shares 11,202 $867K 0.03% -483 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,508 shares; 2024Q4: 15,823 shares; 2025Q1: 12,974 shares; 2025Q2: 16,593 shares; 2025Q3: 16,439 shares; 2025Q4: 10,861 shares 10,861 $865K 0.03% -5,578 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: 8,507 shares; 2024Q4: 8,400 shares; 2025Q1: 7,335 shares; 2025Q2: 5,842 shares; 2025Q3: 3,649 shares; 2025Q4: 3,253 shares 3,253 $862K 0.03% -396 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,991 shares; 2024Q4: 32,267 shares; 2025Q1: 28,538 shares; 2025Q2: 14,617 shares; 2025Q3: 14,178 shares; 2025Q4: 14,762 shares 14,762 $849K 0.03% +584 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,670 shares; 2024Q4: 13,929 shares; 2025Q1: 12,050 shares; 2025Q2: 10,997 shares; 2025Q3: 10,181 shares; 2025Q4: 9,435 shares 9,435 $842K 0.03% -746 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 4,818 shares; 2025Q1: 4,820 shares; 2025Q2: 4,416 shares; 2025Q3: 4,392 shares; 2025Q4: 4,285 shares 4,285 $826K 0.03% -107 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,723 shares; 2025Q1: 9,667 shares; 2025Q2: 9,631 shares; 2025Q3: 8,929 shares; 2025Q4: 8,657 shares 8,657 $816K 0.03% -272 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,465 shares 1,465 $811K 0.03% +405 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: 9,854 shares; 2024Q4: 9,914 shares; 2025Q1: 9,745 shares; 2025Q2: 9,217 shares; 2025Q3: 9,133 shares; 2025Q4: 9,226 shares 9,226 $806K 0.03% +93 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,376 shares; 2025Q2: 17,898 shares; 2025Q3: 18,563 shares; 2025Q4: 19,775 shares 19,775 $806K 0.03% +1,212 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,584 shares; 2025Q4: 10,549 shares 10,549 $802K 0.03% +2,965 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,651 shares 20,651 $796K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,762 shares; 2024Q4: 6,747 shares; 2025Q1: 4,140 shares; 2025Q2: 4,000 shares; 2025Q3: 3,484 shares; 2025Q4: 3,475 shares 3,475 $791K 0.02% -9 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: 8,595 shares; 2024Q4: 5,710 shares; 2025Q1: 5,710 shares; 2025Q2: 5,710 shares; 2025Q3: 5,710 shares; 2025Q4: 5,726 shares 5,726 $789K 0.02% +16 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,164 shares; 2025Q1: 10,164 shares; 2025Q2: 10,164 shares; 2025Q3: 10,164 shares; 2025Q4: 10,164 shares 10,164 $786K 0.02% 0 Timeline MDYV 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: 3,410 shares; 2025Q2: 2,586 shares; 2025Q3: 10,005 shares; 2025Q4: 9,222 shares 9,222 $781K 0.02% -783 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,695 shares; 2025Q4: 6,094 shares 6,094 $772K 0.02% +399 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: 4,512 shares; 2024Q4: 4,417 shares; 2025Q1: 4,479 shares; 2025Q2: 3,925 shares; 2025Q3: 3,925 shares; 2025Q4: 4,245 shares 4,245 $758K 0.02% +320 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: 5,078 shares; 2024Q4: 4,403 shares; 2025Q1: 4,403 shares; 2025Q2: 4,349 shares; 2025Q3: 4,349 shares; 2025Q4: 4,425 shares 4,425 $754K 0.02% +76 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,205 shares; 2024Q4: 10,205 shares; 2025Q1: 9,796 shares; 2025Q2: 9,007 shares; 2025Q3: 9,007 shares; 2025Q4: 8,907 shares 8,907 $749K 0.02% -100 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 6,160 shares; 2025Q1: 6,125 shares; 2025Q2: 5,463 shares; 2025Q3: 6,862 shares; 2025Q4: 7,202 shares 7,202 $747K 0.02% +340 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,689 shares; 2025Q4: 18,695 shares 18,695 $743K 0.02% +6 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,029 shares 12,029 $742K 0.02% new 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: 10,235 shares; 2024Q4: 10,235 shares; 2025Q1: 10,235 shares; 2025Q2: 10,114 shares; 2025Q3: 9,214 shares; 2025Q4: 9,214 shares 9,214 $740K 0.02% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,285 shares; 2024Q4: 5,391 shares; 2025Q1: 5,308 shares; 2025Q2: 3,969 shares; 2025Q3: 3,954 shares; 2025Q4: 4,047 shares 4,047 $738K 0.02% +93 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,513 shares 30,513 $735K 0.02% new Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD 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: 27,701 shares; 2025Q2: 29,602 shares; 2025Q3: 30,978 shares; 2025Q4: 33,765 shares 33,765 $734K 0.02% +2,787 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,921 shares; 2025Q4: 6,032 shares 6,032 $728K 0.02% +111 Timeline DFEM 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: 10,268 shares; 2024Q4: 11,199 shares; 2025Q1: 19,082 shares; 2025Q2: 19,083 shares; 2025Q3: 19,089 shares; 2025Q4: 21,831 shares 21,831 $722K 0.02% +2,742 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: 24,404 shares; 2024Q4: 22,674 shares; 2025Q1: 20,084 shares; 2025Q2: 19,904 shares; 2025Q3: 19,904 shares; 2025Q4: 19,868 shares 19,868 $721K 0.02% -36 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: 39,427 shares; 2024Q4: 38,935 shares; 2025Q1: 36,831 shares; 2025Q2: 33,562 shares; 2025Q3: 31,675 shares; 2025Q4: 23,868 shares 23,868 $713K 0.02% -7,807 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,530 shares; 2025Q4: 152,872 shares 152,872 $689K 0.02% +25,342 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,502 shares; 2025Q2: 7,152 shares; 2025Q3: 7,152 shares; 2025Q4: 7,227 shares 7,227 $689K 0.02% +75 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: 2,244 shares; 2024Q4: 3,824 shares; 2025Q1: 3,762 shares; 2025Q2: 3,414 shares; 2025Q3: 3,414 shares; 2025Q4: 3,417 shares 3,417 $688K 0.02% +3 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,968 shares; 2025Q3: 11,968 shares; 2025Q4: 11,341 shares 11,341 $681K 0.02% -627 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 5,054 shares; 2025Q1: 5,054 shares; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares; 2025Q4: 3,873 shares 3,873 $672K 0.02% +4 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,768 shares; 2024Q4: 35,462 shares; 2025Q1: 19,407 shares; 2025Q2: 17,251 shares; 2025Q3: 5,141 shares; 2025Q4: 4,934 shares 4,934 $671K 0.02% -207 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 1,610 shares; 2025Q4: 1,592 shares 1,592 $664K 0.02% -18 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 2,045 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,099 shares 2,099 $661K 0.02% +54 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,074 shares 6,074 $660K 0.02% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,129 shares; 2025Q1: 1,272 shares; 2025Q2: 1,686 shares; 2025Q3: 1,833 shares; 2025Q4: 1,820 shares 1,820 $655K 0.02% -13 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: not reported; 2024Q4: not reported; 2025Q1: 503 shares; 2025Q2: 489 shares; 2025Q3: 491 shares; 2025Q4: 492 shares 492 $654K 0.02% +1 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: not reported; 2025Q4: 7,152 shares 7,152 $654K 0.02% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,811 shares; 2024Q4: 46,481 shares; 2025Q1: 45,375 shares; 2025Q2: 19,263 shares; 2025Q3: 18,321 shares; 2025Q4: 16,797 shares 16,797 $650K 0.02% -1,524 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,805 shares; 2025Q4: 3,873 shares 3,873 $644K 0.02% +68 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: 1,160 shares; 2024Q4: 1,162 shares; 2025Q1: 1,157 shares; 2025Q2: 2,238 shares; 2025Q3: 1,790 shares; 2025Q4: 4,418 shares 4,418 $636K 0.02% +2,628 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,510 shares; 2024Q4: 7,799 shares; 2025Q1: 5,520 shares; 2025Q2: 3,712 shares; 2025Q3: 3,712 shares; 2025Q4: 3,725 shares 3,725 $631K 0.02% +13 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,041 shares; 2024Q4: 7,921 shares; 2025Q1: 7,171 shares; 2025Q2: 6,047 shares; 2025Q3: 5,740 shares; 2025Q4: 5,595 shares 5,595 $626K 0.02% -145 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,810 shares; 2025Q3: 4,610 shares; 2025Q4: 2,975 shares 2,975 $623K 0.02% -1,635 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: 13,133 shares; 2024Q4: 13,173 shares; 2025Q1: 12,468 shares; 2025Q2: 11,203 shares; 2025Q3: 8,147 shares; 2025Q4: 9,716 shares 9,716 $619K 0.02% +1,569 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: 1,143 shares; 2024Q4: 1,039 shares; 2025Q1: 944 shares; 2025Q2: 898 shares; 2025Q3: 835 shares; 2025Q4: 821 shares 821 $619K 0.02% -14 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: 238,323 shares; 2024Q4: 182,799 shares; 2025Q1: 22,216 shares; 2025Q2: 10,985 shares; 2025Q3: 7,522 shares; 2025Q4: 6,005 shares 6,005 $615K 0.02% -1,517 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,425 shares; 2024Q4: 11,612 shares; 2025Q1: 11,361 shares; 2025Q2: 11,957 shares; 2025Q3: 11,043 shares; 2025Q4: 11,086 shares 11,086 $607K 0.02% +43 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,249 shares; 2024Q4: 25,810 shares; 2025Q1: 24,540 shares; 2025Q2: 21,082 shares; 2025Q3: 16,030 shares; 2025Q4: 13,972 shares 13,972 $606K 0.02% -2,058 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,110 shares; 2024Q4: 15,792 shares; 2025Q1: 16,032 shares; 2025Q2: 9,255 shares; 2025Q3: 9,317 shares; 2025Q4: 7,661 shares 7,661 $604K 0.02% -1,656 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,302 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,684 shares; 2025Q4: 6,972 shares 6,972 $603K 0.02% -37,712 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,267 shares; 2024Q4: 14,208 shares; 2025Q1: 12,408 shares; 2025Q2: 12,180 shares; 2025Q3: 11,714 shares; 2025Q4: 11,535 shares 11,535 $599K 0.02% -179 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,904 shares; 2024Q4: 13,171 shares; 2025Q1: 14,337 shares; 2025Q2: 16,236 shares; 2025Q3: 16,143 shares; 2025Q4: 17,045 shares 17,045 $598K 0.02% +902 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: 62,404 shares; 2024Q4: 58,147 shares; 2025Q1: 11,223 shares; 2025Q2: 6,216 shares; 2025Q3: 4,246 shares; 2025Q4: 3,971 shares 3,971 $590K 0.02% -275 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,858 shares; 2024Q4: 12,082 shares; 2025Q1: 11,182 shares; 2025Q2: 9,502 shares; 2025Q3: 9,002 shares; 2025Q4: 8,647 shares 8,647 $585K 0.02% -355 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 4,596 shares; 2025Q1: 4,530 shares; 2025Q2: 4,313 shares; 2025Q3: 6,038 shares; 2025Q4: 5,613 shares 5,613 $584K 0.02% -425 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: 11,118 shares; 2024Q4: 10,264 shares; 2025Q1: 7,675 shares; 2025Q2: 7,675 shares; 2025Q3: 8,167 shares; 2025Q4: 7,878 shares 7,878 $584K 0.02% -289 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,864 shares; 2025Q1: 1,847 shares; 2025Q2: 718 shares; 2025Q3: 621 shares; 2025Q4: 1,106 shares 1,106 $578K 0.02% +485 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: 3,364 shares; 2024Q4: 3,364 shares; 2025Q1: 3,364 shares; 2025Q2: 3,364 shares; 2025Q3: 3,364 shares; 2025Q4: 3,314 shares 3,314 $575K 0.02% -50 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 5,812 shares; 2025Q1: 19,185 shares; 2025Q2: 7,745 shares; 2025Q3: 6,551 shares; 2025Q4: 8,128 shares 8,128 $573K 0.02% +1,577 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,465 shares; 2025Q3: 3,465 shares; 2025Q4: 3,468 shares 3,468 $566K 0.02% +3 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: 8,683 shares; 2024Q4: 8,679 shares; 2025Q1: 9,901 shares; 2025Q2: 7,969 shares; 2025Q3: 7,904 shares; 2025Q4: 9,028 shares 9,028 $564K 0.02% +1,124 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,438 shares; 2024Q4: 17,929 shares; 2025Q1: 18,083 shares; 2025Q2: 13,035 shares; 2025Q3: 9,356 shares; 2025Q4: 8,836 shares 8,836 $564K 0.02% -520 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,638 shares; 2024Q4: 12,411 shares; 2025Q1: 12,197 shares; 2025Q2: 10,873 shares; 2025Q3: 10,703 shares; 2025Q4: 9,591 shares 9,591 $560K 0.02% -1,112 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: 3,501 shares; 2024Q4: 3,501 shares; 2025Q1: 3,501 shares; 2025Q2: 3,511 shares; 2025Q3: 3,511 shares; 2025Q4: 4,466 shares 4,466 $551K 0.02% +955 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,239 shares; 2024Q4: 16,449 shares; 2025Q1: 13,033 shares; 2025Q2: 12,529 shares; 2025Q3: 12,529 shares; 2025Q4: 12,679 shares 12,679 $536K 0.02% +150 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: 12,440 shares; 2024Q4: 15,626 shares; 2025Q1: 15,949 shares; 2025Q2: 15,973 shares; 2025Q3: 16,099 shares; 2025Q4: 16,469 shares 16,469 $528K 0.02% +370 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: 10,404 shares; 2024Q4: 8,856 shares; 2025Q1: 6,253 shares; 2025Q2: 5,322 shares; 2025Q3: 5,202 shares; 2025Q4: 5,287 shares 5,287 $524K 0.02% +85 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,256 shares; 2024Q4: 9,446 shares; 2025Q1: 7,189 shares; 2025Q2: 6,480 shares; 2025Q3: 6,079 shares; 2025Q4: 5,997 shares 5,997 $523K 0.02% -82 Timeline MKC-V 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,545 shares 7,545 $513K 0.02% new 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: 3,062 shares; 2024Q4: 3,258 shares; 2025Q1: 4,056 shares; 2025Q2: 3,133 shares; 2025Q3: 2,930 shares; 2025Q4: 2,686 shares 2,686 $513K 0.02% -244 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,945 shares; 2025Q1: 3,230 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares; 2025Q4: 3,002 shares 3,002 $509K 0.02% +100 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 4,928 shares; 2025Q1: 4,808 shares; 2025Q2: 4,248 shares; 2025Q3: 4,248 shares; 2025Q4: 4,098 shares 4,098 $504K 0.02% -150 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,531 shares 1,531 $503K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 4,902 shares; 2025Q1: 4,675 shares; 2025Q2: 4,625 shares; 2025Q3: 4,625 shares; 2025Q4: 4,484 shares 4,484 $503K 0.02% -141 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: 13,637 shares; 2024Q4: 5,522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,212 shares 7,212 $501K 0.02% new 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: 1,934 shares; 2024Q4: 8,813 shares; 2025Q1: 8,181 shares; 2025Q2: 8,085 shares; 2025Q3: 2,169 shares; 2025Q4: 2,013 shares 2,013 $497K 0.02% -156 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: 5,628 shares; 2025Q1: 5,644 shares; 2025Q2: 5,204 shares; 2025Q3: 5,079 shares; 2025Q4: 5,065 shares 5,065 $495K 0.02% -14 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: 945 shares; 2024Q4: 755 shares; 2025Q1: 772 shares; 2025Q2: 867 shares; 2025Q3: 883 shares; 2025Q4: 1,391 shares 1,391 $489K 0.02% +508 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,445 shares; 2025Q2: 23,276 shares; 2025Q3: 4,981 shares; 2025Q4: 6,446 shares 6,446 $485K 0.02% +1,465 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: 638 shares; 2024Q4: 638 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 394 shares; 2025Q4: 450 shares 450 $481K 0.02% +56 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: 12,950 shares; 2024Q4: 10,224 shares; 2025Q1: 8,827 shares; 2025Q2: 7,707 shares; 2025Q3: 6,537 shares; 2025Q4: 7,529 shares 7,529 $478K 0.01% +992 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,396 shares; 2025Q1: 1,370 shares; 2025Q2: 1,360 shares; 2025Q3: 1,297 shares; 2025Q4: 1,145 shares 1,145 $477K 0.01% -152 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,300 shares; 2024Q4: 44,885 shares; 2025Q1: 44,026 shares; 2025Q2: 42,976 shares; 2025Q3: 15,991 shares; 2025Q4: 15,991 shares 15,991 $477K 0.01% 0 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: not reported; 2024Q4: 691 shares; 2025Q1: 17,829 shares; 2025Q2: 3,372 shares; 2025Q3: 2,150 shares; 2025Q4: 1,109 shares 1,109 $473K 0.01% -1,041 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: 1,273 shares; 2024Q4: 1,273 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: not reported; 2025Q4: 1,541 shares 1,541 $468K 0.01% new Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,643 shares; 2024Q4: 9,643 shares; 2025Q1: not reported; 2025Q2: 9,653 shares; 2025Q3: 10,143 shares; 2025Q4: 11,120 shares 11,120 $467K 0.01% +977 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: 996 shares; 2024Q4: 1,088 shares; 2025Q1: 1,398 shares; 2025Q2: 972 shares; 2025Q3: 1,084 shares; 2025Q4: 1,176 shares 1,176 $466K 0.01% +92 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,947 shares; 2024Q4: 9,947 shares; 2025Q1: 9,947 shares; 2025Q2: 10,484 shares; 2025Q3: 10,484 shares; 2025Q4: 10,484 shares 10,484 $466K 0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,354 shares; 2025Q1: 2,354 shares; 2025Q2: 2,172 shares; 2025Q3: 2,172 shares; 2025Q4: 2,185 shares 2,185 $457K 0.01% +13 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: 5,254 shares; 2024Q4: 3,432 shares; 2025Q1: 1,751 shares; 2025Q2: 2,372 shares; 2025Q3: 1,305 shares; 2025Q4: 1,279 shares 1,279 $448K 0.01% -26 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 8,709 shares; 2025Q1: 8,480 shares; 2025Q2: 6,810 shares; 2025Q3: 6,710 shares; 2025Q4: 7,245 shares 7,245 $447K 0.01% +535 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 1,903 shares; 2025Q1: 1,807 shares; 2025Q2: 1,411 shares; 2025Q3: 1,106 shares; 2025Q4: 2,099 shares 2,099 $444K 0.01% +993 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,488 shares; 2025Q1: 4,473 shares; 2025Q2: 4,197 shares; 2025Q3: 4,323 shares; 2025Q4: 4,388 shares 4,388 $442K 0.01% +65 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,820 shares; 2024Q4: 4,820 shares; 2025Q1: 4,820 shares; 2025Q2: 4,820 shares; 2025Q3: 4,820 shares; 2025Q4: 4,820 shares 4,820 $441K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,766 shares; 2024Q4: 91,714 shares; 2025Q1: 90,226 shares; 2025Q2: 8,626 shares; 2025Q3: 5,767 shares; 2025Q4: 4,543 shares 4,543 $436K 0.01% -1,224 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,715 shares; 2025Q3: 2,325 shares; 2025Q4: 2,495 shares 2,495 $435K 0.01% +170 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: 2,109 shares; 2024Q4: 2,065 shares; 2025Q1: 1,656 shares; 2025Q2: 1,581 shares; 2025Q3: 1,506 shares; 2025Q4: 1,446 shares 1,446 $435K 0.01% -60 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,685 shares; 2024Q4: 13,780 shares; 2025Q1: 13,320 shares; 2025Q2: 12,100 shares; 2025Q3: 11,195 shares; 2025Q4: 10,495 shares 10,495 $434K 0.01% -700 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,981 shares; 2025Q1: 1,981 shares; 2025Q2: 1,981 shares; 2025Q3: 1,981 shares; 2025Q4: 1,981 shares 1,981 $430K 0.01% 0 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 12,961 shares; 2025Q1: 11,430 shares; 2025Q2: 11,129 shares; 2025Q3: 7,031 shares; 2025Q4: 7,007 shares 7,007 $428K 0.01% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,945 shares 1,945 $427K 0.01% new Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: not reported; 2025Q1: 6,668 shares; 2025Q2: 6,668 shares; 2025Q3: 6,668 shares; 2025Q4: 6,668 shares 6,668 $426K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 6,645 shares; 2025Q4: 7,343 shares 7,343 $424K 0.01% +698 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares; 2025Q2: 3,820 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares 3,820 $421K 0.01% 0 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: 2,650 shares; 2024Q4: 2,643 shares; 2025Q1: 2,734 shares; 2025Q2: 2,644 shares; 2025Q3: 3,578 shares; 2025Q4: 4,366 shares 4,366 $420K 0.01% +788 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,405 shares 3,405 $419K 0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares; 2025Q4: 3,999 shares 3,999 $416K 0.01% 0 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: 3,439 shares; 2024Q4: 3,451 shares; 2025Q1: 4,069 shares; 2025Q2: 3,137 shares; 2025Q3: 3,638 shares; 2025Q4: 4,654 shares 4,654 $416K 0.01% +1,016 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES 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: 24,052 shares; 2025Q4: 34,564 shares 34,564 $415K 0.01% +10,512 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 6,595 shares; 2025Q1: 6,544 shares; 2025Q2: 6,352 shares; 2025Q3: 6,202 shares; 2025Q4: 6,203 shares 6,203 $412K 0.01% +1 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,808 shares 4,808 $412K 0.01% new 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: 3,040 shares; 2024Q4: 15,147 shares; 2025Q1: 2,858 shares; 2025Q2: 2,591 shares; 2025Q3: 2,716 shares; 2025Q4: 2,540 shares 2,540 $408K 0.01% -176 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,905 shares; 2025Q4: 6,730 shares 6,730 $407K 0.01% -175 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 622 shares 622 $407K 0.01% new Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,229 shares; 2025Q1: not reported; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares; 2025Q4: 3,429 shares 3,429 $403K 0.01% +200 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,010 shares; 2025Q1: 772 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 714 shares 714 $401K 0.01% +61 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,199 shares; 2024Q4: 9,712 shares; 2025Q1: 9,234 shares; 2025Q2: 8,801 shares; 2025Q3: 8,800 shares; 2025Q4: 4,873 shares 4,873 $400K 0.01% -3,927 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 2,040 shares; 2025Q1: 4,101 shares; 2025Q2: 4,265 shares; 2025Q3: 2,773 shares; 2025Q4: 1,816 shares 1,816 $399K 0.01% -957 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,259 shares; 2025Q1: 1,152 shares; 2025Q2: 1,125 shares; 2025Q3: 1,057 shares; 2025Q4: 1,012 shares 1,012 $399K 0.01% -45 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: 2,799 shares; 2024Q4: 2,764 shares; 2025Q1: 2,239 shares; 2025Q2: 2,066 shares; 2025Q3: 2,170 shares; 2025Q4: 2,475 shares 2,475 $397K 0.01% +305 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,821 shares; 2024Q4: 83,152 shares; 2025Q1: 60,873 shares; 2025Q2: 8,286 shares; 2025Q3: 8,038 shares; 2025Q4: 7,971 shares 7,971 $396K 0.01% -67 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,439 shares; 2024Q4: 138,788 shares; 2025Q1: 142,060 shares; 2025Q2: 11,834 shares; 2025Q3: 8,506 shares; 2025Q4: 8,554 shares 8,554 $390K 0.01% +48 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,128 shares 5,128 $387K 0.01% new Timeline DFAI 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: 10,485 shares; 2024Q4: 10,485 shares; 2025Q1: 10,485 shares; 2025Q2: 10,485 shares; 2025Q3: 10,348 shares; 2025Q4: 10,118 shares 10,118 $386K 0.01% -230 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,607 shares; 2024Q4: 14,607 shares; 2025Q1: 14,547 shares; 2025Q2: 13,242 shares; 2025Q3: 12,817 shares; 2025Q4: 10,947 shares 10,947 $385K 0.01% -1,870 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,863 shares; 2024Q4: 14,863 shares; 2025Q1: 14,362 shares; 2025Q2: 10,345 shares; 2025Q3: 8,402 shares; 2025Q4: 5,722 shares 5,722 $384K 0.01% -2,680 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,242 shares; 2025Q1: 9,242 shares; 2025Q2: 9,242 shares; 2025Q3: 9,242 shares; 2025Q4: 9,242 shares 9,242 $384K 0.01% 0 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,857 shares; 2025Q4: 4,892 shares 4,892 $383K 0.01% +35 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 5,570 shares; 2025Q1: 5,175 shares; 2025Q2: 4,305 shares; 2025Q3: 4,265 shares; 2025Q4: 3,724 shares 3,724 $382K 0.01% -541 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: 5,117 shares; 2024Q4: 5,117 shares; 2025Q1: 5,117 shares; 2025Q2: 5,117 shares; 2025Q3: 5,117 shares; 2025Q4: 5,117 shares 5,117 $380K 0.01% 0 Timeline CURI CURIOSITYSTREAM INC More: the full row for CURIOSITYSTREAM 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: 109,510 shares; 2025Q3: 193,430 shares; 2025Q4: 99,497 shares 99,497 $378K 0.01% -93,933 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 11,668 shares; 2025Q1: 11,468 shares; 2025Q2: 11,468 shares; 2025Q3: 11,468 shares; 2025Q4: 11,468 shares 11,468 $374K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,187 shares; 2024Q4: 66,577 shares; 2025Q1: 32,399 shares; 2025Q2: 213,018 shares; 2025Q3: 8,722 shares; 2025Q4: 9,053 shares 9,053 $373K 0.01% +331 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: 24,631 shares; 2024Q4: 15,225 shares; 2025Q1: 15,167 shares; 2025Q2: 14,918 shares; 2025Q3: 14,918 shares; 2025Q4: 14,029 shares 14,029 $369K 0.01% -889 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 8,554 shares; 2025Q1: 8,532 shares; 2025Q2: 6,234 shares; 2025Q3: 5,954 shares; 2025Q4: 4,935 shares 4,935 $369K 0.01% -1,019 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,654 shares; 2024Q4: 5,654 shares; 2025Q1: 6,837 shares; 2025Q2: 4,710 shares; 2025Q3: 4,724 shares; 2025Q4: 3,686 shares 3,686 $368K 0.01% -1,038 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: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,800 shares; 2025Q2: 2,660 shares; 2025Q3: 2,660 shares; 2025Q4: 1,420 shares 1,420 $367K 0.01% -1,240 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,441 shares; 2025Q2: 3,337 shares; 2025Q3: 4,438 shares; 2025Q4: 4,438 shares 4,438 $367K 0.01% 0 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: 52,069 shares; 2024Q4: 13,758 shares; 2025Q1: 14,641 shares; 2025Q2: 12,941 shares; 2025Q3: 10,088 shares; 2025Q4: 9,890 shares 9,890 $366K 0.01% -198 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,376 shares; 2024Q4: 10,754 shares; 2025Q1: 14,461 shares; 2025Q2: 8,800 shares; 2025Q3: 6,295 shares; 2025Q4: 5,545 shares 5,545 $365K 0.01% -750 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,362 shares; 2025Q1: 2,312 shares; 2025Q2: 1,989 shares; 2025Q3: 1,989 shares; 2025Q4: 1,900 shares 1,900 $364K 0.01% -89 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,584 shares 2,584 $361K 0.01% +264 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: 3,582 shares; 2024Q4: 3,582 shares; 2025Q1: 3,607 shares; 2025Q2: 3,582 shares; 2025Q3: 3,580 shares; 2025Q4: 5,278 shares 5,278 $360K 0.01% +1,698 Timeline