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: 11,281 shares; 2024Q4: 166,609 shares; 2025Q1: 13,198 shares; 2025Q2: 9,777 shares; 2025Q3: 136,076 shares; 2025Q4: 131,460 shares 131,460 $64.1M 4.36% -4,616 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: 175,228 shares; 2024Q4: 186,100 shares; 2025Q1: 191,279 shares; 2025Q2: 178,258 shares; 2025Q3: 163,361 shares; 2025Q4: 161,991 shares 161,991 $44M 3% -1,370 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: 327,970 shares; 2024Q4: 403,443 shares; 2025Q1: 403,548 shares; 2025Q2: 999,167 shares; 2025Q3: 360,342 shares; 2025Q4: 714,098 shares 714,098 $39.1M 2.66% +353,756 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: 86,294 shares; 2024Q4: 88,123 shares; 2025Q1: 89,426 shares; 2025Q2: 87,388 shares; 2025Q3: 80,564 shares; 2025Q4: 77,614 shares 77,614 $37.5M 2.55% -2,950 Timeline BWX 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: 3,770,463 shares; 2024Q4: 1,401,933 shares; 2025Q1: 1,610,568 shares; 2025Q2: 1,627,532 shares; 2025Q3: 1,672,822 shares; 2025Q4: 1,532,256 shares 1,532,256 $34.5M 2.35% -140,566 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: 229,424 shares; 2024Q4: 227,518 shares; 2025Q1: 226,029 shares; 2025Q2: 210,385 shares; 2025Q3: 184,175 shares; 2025Q4: 178,459 shares 178,459 $33.3M 2.26% -5,716 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,305 shares; 2024Q4: 471,564 shares; 2025Q1: 437,788 shares; 2025Q2: 375,226 shares; 2025Q3: 414,770 shares; 2025Q4: 358,431 shares 358,431 $29.1M 1.98% -56,339 Timeline JNK 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: 201,355 shares; 2024Q4: 195,173 shares; 2025Q1: 241,291 shares; 2025Q2: 243,634 shares; 2025Q3: 271,759 shares; 2025Q4: 280,465 shares 280,465 $27.3M 1.85% +8,706 Timeline IGOV 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: 706,342 shares; 2024Q4: 565,472 shares; 2025Q1: 609,254 shares; 2025Q2: 576,026 shares; 2025Q3: 576,073 shares; 2025Q4: 617,443 shares 617,443 $25.7M 1.75% +41,370 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,121 shares; 2024Q4: 621,425 shares; 2025Q1: 643,878 shares; 2025Q2: 628,039 shares; 2025Q3: 620,318 shares; 2025Q4: 616,576 shares 616,576 $25.6M 1.74% -3,742 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: 370,951 shares; 2024Q4: 365,623 shares; 2025Q1: 381,639 shares; 2025Q2: 362,537 shares; 2025Q3: 365,185 shares; 2025Q4: 457,797 shares 457,797 $24.6M 1.67% +92,612 Timeline VGLT 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: 216,633 shares; 2024Q4: 230,933 shares; 2025Q1: 245,456 shares; 2025Q2: 300,912 shares; 2025Q3: 370,069 shares; 2025Q4: 408,943 shares 408,943 $22.8M 1.55% +38,874 Timeline IBND 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: 616,152 shares; 2024Q4: 601,269 shares; 2025Q1: 1,136,116 shares; 2025Q2: 649,084 shares; 2025Q3: 698,228 shares; 2025Q4: 705,423 shares 705,423 $22.7M 1.54% +7,195 Timeline EMB 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: 220,444 shares; 2024Q4: 214,511 shares; 2025Q1: 251,058 shares; 2025Q2: 231,476 shares; 2025Q3: 234,941 shares; 2025Q4: 230,949 shares 230,949 $22.2M 1.51% -3,992 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,378 shares; 2024Q4: 756,412 shares; 2025Q1: 859,926 shares; 2025Q2: 850,524 shares; 2025Q3: 860,917 shares; 2025Q4: 879,424 shares 879,424 $21M 1.43% +18,507 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719,244 shares; 2024Q4: 702,034 shares; 2025Q1: 827,390 shares; 2025Q2: 750,070 shares; 2025Q3: 797,290 shares; 2025Q4: 794,627 shares 794,627 $20.5M 1.4% -2,663 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: 78,127 shares; 2024Q4: 71,482 shares; 2025Q1: 70,830 shares; 2025Q2: 60,773 shares; 2025Q3: 59,429 shares; 2025Q4: 51,492 shares 51,492 $20.4M 1.39% -7,937 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,173 shares; 2024Q4: 193,713 shares; 2025Q1: 254,909 shares; 2025Q2: 258,306 shares; 2025Q3: 278,209 shares; 2025Q4: 294,878 shares 294,878 $19.9M 1.35% +16,669 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,046 shares; 2024Q4: 298,019 shares; 2025Q1: 301,229 shares; 2025Q2: 277,154 shares; 2025Q3: 277,366 shares; 2025Q4: 271,956 shares 271,956 $19.4M 1.32% -5,410 Timeline SPTL 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: 305,052 shares; 2024Q4: 867,096 shares; 2025Q1: 932,542 shares; 2025Q2: 731,146 shares; 2025Q3: 710,755 shares; 2025Q4: 718,922 shares 718,922 $19M 1.29% +8,167 Timeline BWZ 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: 645,654 shares; 2024Q4: 704,702 shares; 2025Q1: 697,614 shares; 2025Q2: 572,833 shares; 2025Q3: 606,588 shares; 2025Q4: 594,355 shares 594,355 $16.3M 1.11% -12,233 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: 77,885 shares; 2024Q4: 79,546 shares; 2025Q1: 80,347 shares; 2025Q2: 78,983 shares; 2025Q3: 69,342 shares; 2025Q4: 68,711 shares 68,711 $15.9M 1.08% -631 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: 45,841 shares; 2024Q4: 43,336 shares; 2025Q1: 41,747 shares; 2025Q2: 42,418 shares; 2025Q3: 34,634 shares; 2025Q4: 34,621 shares 34,621 $15.6M 1.06% -13 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327,413 shares; 2024Q4: 1,152,725 shares; 2025Q1: 1,393,688 shares; 2025Q2: 1,457,054 shares; 2025Q3: 1,550,907 shares; 2025Q4: 1,345,619 shares 1,345,619 $15.1M 1.03% -205,288 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,847 shares; 2024Q4: 240,446 shares; 2025Q1: 291,331 shares; 2025Q2: 281,252 shares; 2025Q3: 319,099 shares; 2025Q4: 320,098 shares 320,098 $15.1M 1.02% +999 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,882 shares; 2024Q4: 213,998 shares; 2025Q1: 201,275 shares; 2025Q2: 192,812 shares; 2025Q3: 191,068 shares; 2025Q4: 184,372 shares 184,372 $14.3M 0.97% -6,696 Timeline ISHG 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: 220,386 shares; 2024Q4: 208,012 shares; 2025Q1: 202,515 shares; 2025Q2: 192,829 shares; 2025Q3: 188,079 shares; 2025Q4: 188,399 shares 188,399 $14.2M 0.96% +320 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,023 shares; 2024Q4: 110,045 shares; 2025Q1: 350,649 shares; 2025Q2: 139,979 shares; 2025Q3: 145,791 shares; 2025Q4: 145,307 shares 145,307 $13.8M 0.94% -484 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,883 shares; 2024Q4: 154,613 shares; 2025Q1: 195,346 shares; 2025Q2: 174,965 shares; 2025Q3: 172,168 shares; 2025Q4: 170,484 shares 170,484 $13.7M 0.93% -1,684 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: 49,496 shares; 2024Q4: 49,132 shares; 2025Q1: 49,996 shares; 2025Q2: 49,946 shares; 2025Q3: 44,765 shares; 2025Q4: 43,568 shares 43,568 $13.7M 0.93% -1,197 Timeline VCIT 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: 133,757 shares; 2024Q4: 136,620 shares; 2025Q1: 165,877 shares; 2025Q2: 144,979 shares; 2025Q3: 153,350 shares; 2025Q4: 161,947 shares 161,947 $13.6M 0.92% +8,597 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: 48,363 shares; 2024Q4: 48,187 shares; 2025Q1: 49,237 shares; 2025Q2: 49,103 shares; 2025Q3: 43,334 shares; 2025Q4: 42,129 shares 42,129 $13.2M 0.9% -1,205 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: 69,701 shares; 2024Q4: 83,036 shares; 2025Q1: 73,052 shares; 2025Q2: 55,508 shares; 2025Q3: 69,640 shares; 2025Q4: 61,834 shares 61,834 $13.1M 0.89% -7,806 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,441 shares; 2024Q4: 181,836 shares; 2025Q1: 182,899 shares; 2025Q2: 154,117 shares; 2025Q3: 163,375 shares; 2025Q4: 194,403 shares 194,403 $13.1M 0.89% +31,028 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,363 shares; 2024Q4: 118,040 shares; 2025Q1: 120,821 shares; 2025Q2: 116,726 shares; 2025Q3: 114,510 shares; 2025Q4: 114,480 shares 114,480 $13M 0.89% -30 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: 46,122 shares; 2024Q4: 46,640 shares; 2025Q1: 46,895 shares; 2025Q2: 42,367 shares; 2025Q3: 38,383 shares; 2025Q4: 37,099 shares 37,099 $12.8M 0.87% -1,284 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,696 shares; 2024Q4: 168,065 shares; 2025Q1: 180,555 shares; 2025Q2: 274,931 shares; 2025Q3: 219,032 shares; 2025Q4: 182,126 shares 182,126 $12.3M 0.84% -36,906 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: 127,759 shares; 2024Q4: 130,096 shares; 2025Q1: 128,941 shares; 2025Q2: 117,308 shares; 2025Q3: 115,622 shares; 2025Q4: 115,365 shares 115,365 $11.1M 0.75% -257 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,889 shares; 2024Q4: 66,170 shares; 2025Q1: 75,979 shares; 2025Q2: 108,154 shares; 2025Q3: 107,449 shares; 2025Q4: 114,501 shares 114,501 $10.8M 0.73% +7,052 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,126 shares; 2024Q4: 126,933 shares; 2025Q1: 135,187 shares; 2025Q2: 127,722 shares; 2025Q3: 132,854 shares; 2025Q4: 134,584 shares 134,584 $10.7M 0.73% +1,730 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: 10,743 shares; 2024Q4: 10,744 shares; 2025Q1: 11,059 shares; 2025Q2: 10,656 shares; 2025Q3: 9,851 shares; 2025Q4: 9,642 shares 9,642 $10.4M 0.7% -209 Timeline TLT 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: 69,716 shares; 2024Q4: 86,536 shares; 2025Q1: 151,902 shares; 2025Q2: 86,418 shares; 2025Q3: 85,700 shares; 2025Q4: 115,134 shares 115,134 $10M 0.68% +29,434 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: 17,960 shares; 2024Q4: 18,140 shares; 2025Q1: 17,897 shares; 2025Q2: 17,382 shares; 2025Q3: 15,102 shares; 2025Q4: 14,862 shares 14,862 $9.81M 0.67% -240 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,842 shares; 2024Q4: 174,561 shares; 2025Q1: 178,653 shares; 2025Q2: 154,085 shares; 2025Q3: 150,794 shares; 2025Q4: 169,987 shares 169,987 $9.73M 0.66% +19,193 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: 36,139 shares; 2024Q4: 34,786 shares; 2025Q1: 34,557 shares; 2025Q2: 32,549 shares; 2025Q3: 30,486 shares; 2025Q4: 29,404 shares 29,404 $9.47M 0.64% -1,082 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,972 shares; 2024Q4: 99,438 shares; 2025Q1: 89,536 shares; 2025Q2: 90,745 shares; 2025Q3: 102,896 shares; 2025Q4: 104,399 shares 104,399 $9.24M 0.63% +1,503 Timeline VSS 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: 68,367 shares; 2024Q4: 70,976 shares; 2025Q1: 71,040 shares; 2025Q2: 64,194 shares; 2025Q3: 62,170 shares; 2025Q4: 62,952 shares 62,952 $9.02M 0.61% +782 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: 11,184 shares; 2024Q4: 10,903 shares; 2025Q1: 10,965 shares; 2025Q2: 10,374 shares; 2025Q3: 10,066 shares; 2025Q4: 9,890 shares 9,890 $8.69M 0.59% -176 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: 9,875 shares; 2024Q4: 9,602 shares; 2025Q1: 9,712 shares; 2025Q2: 9,710 shares; 2025Q3: 9,316 shares; 2025Q4: 8,858 shares 8,858 $7.64M 0.52% -458 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: 16,826 shares; 2024Q4: 16,889 shares; 2025Q1: 17,078 shares; 2025Q2: 18,923 shares; 2025Q3: 16,344 shares; 2025Q4: 15,068 shares 15,068 $7.57M 0.52% -1,276 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: 5,282 shares; 2024Q4: 5,388 shares; 2025Q1: 5,493 shares; 2025Q2: 11,308 shares; 2025Q3: 11,293 shares; 2025Q4: 11,000 shares 11,000 $7.5M 0.51% -293 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,751 shares; 2024Q4: 73,824 shares; 2025Q1: 174,832 shares; 2025Q2: 63,714 shares; 2025Q3: 61,883 shares; 2025Q4: 61,419 shares 61,419 $7.33M 0.5% -464 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: 13,149 shares; 2024Q4: 17,423 shares; 2025Q1: 17,693 shares; 2025Q2: 22,816 shares; 2025Q3: 21,571 shares; 2025Q4: 20,678 shares 20,678 $6.83M 0.46% -893 Timeline INDA 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: 102,950 shares; 2024Q4: 102,011 shares; 2025Q1: 124,407 shares; 2025Q2: 130,437 shares; 2025Q3: 128,589 shares; 2025Q4: 125,608 shares 125,608 $6.79M 0.46% -2,981 Timeline SPMB 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: 345,876 shares; 2024Q4: 320,726 shares; 2025Q1: 320,409 shares; 2025Q2: 297,857 shares; 2025Q3: 296,132 shares; 2025Q4: 293,126 shares 293,126 $6.57M 0.45% -3,006 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,337 shares; 2024Q4: 34,105 shares; 2025Q1: 38,190 shares; 2025Q2: 44,011 shares; 2025Q3: 49,635 shares; 2025Q4: 55,980 shares 55,980 $6.26M 0.43% +6,345 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: 55,085 shares; 2024Q4: 55,752 shares; 2025Q1: 58,394 shares; 2025Q2: 59,695 shares; 2025Q3: 56,348 shares; 2025Q4: 55,080 shares 55,080 $6.14M 0.42% -1,268 Timeline PSK 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: 6,408 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,721 shares 189,721 $6.01M 0.41% new 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: 110,720 shares; 2024Q4: 111,254 shares; 2025Q1: 111,657 shares; 2025Q2: 97,208 shares; 2025Q3: 92,000 shares; 2025Q4: 91,937 shares 91,937 $5.74M 0.39% -63 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: 30,297 shares; 2024Q4: 30,206 shares; 2025Q1: 30,837 shares; 2025Q2: 29,809 shares; 2025Q3: 27,928 shares; 2025Q4: 27,479 shares 27,479 $5.69M 0.39% -449 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,080 shares; 2024Q4: 125,965 shares; 2025Q1: 125,934 shares; 2025Q2: 92,096 shares; 2025Q3: 78,291 shares; 2025Q4: 70,000 shares 70,000 $5.67M 0.39% -8,291 Timeline IGIB 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: 125,129 shares; 2024Q4: 126,786 shares; 2025Q1: 123,728 shares; 2025Q2: 106,477 shares; 2025Q3: 105,538 shares; 2025Q4: 104,646 shares 104,646 $5.64M 0.38% -892 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 16,319 shares; 2025Q1: 10,506 shares; 2025Q2: 9,503 shares; 2025Q3: 14,663 shares; 2025Q4: 13,315 shares 13,315 $5.5M 0.37% -1,348 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,674 shares; 2024Q4: 70,853 shares; 2025Q1: 74,320 shares; 2025Q2: 70,627 shares; 2025Q3: 68,289 shares; 2025Q4: 66,273 shares 66,273 $5.49M 0.37% -2,016 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,799 shares; 2024Q4: 9,940 shares; 2025Q1: 10,363 shares; 2025Q2: 11,750 shares; 2025Q3: 12,932 shares; 2025Q4: 14,342 shares 14,342 $5.36M 0.36% +1,410 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: 32,563 shares; 2024Q4: 30,561 shares; 2025Q1: 31,390 shares; 2025Q2: 30,946 shares; 2025Q3: 28,818 shares; 2025Q4: 27,178 shares 27,178 $5.3M 0.36% -1,640 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: 80,027 shares; 2024Q4: 83,882 shares; 2025Q1: 89,747 shares; 2025Q2: 78,727 shares; 2025Q3: 79,953 shares; 2025Q4: 83,312 shares 83,312 $4.99M 0.34% +3,359 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,940 shares; 2025Q4: 199,073 shares 199,073 $4.88M 0.33% +180,133 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: 15,572 shares; 2024Q4: 15,822 shares; 2025Q1: 16,218 shares; 2025Q2: 16,115 shares; 2025Q3: 14,656 shares; 2025Q4: 13,584 shares 13,584 $4.76M 0.32% -1,072 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: 53,187 shares; 2024Q4: 54,313 shares; 2025Q1: 55,495 shares; 2025Q2: 52,744 shares; 2025Q3: 51,087 shares; 2025Q4: 49,625 shares 49,625 $4.63M 0.31% -1,462 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: 23,292 shares; 2024Q4: 23,353 shares; 2025Q1: 23,847 shares; 2025Q2: 21,355 shares; 2025Q3: 19,871 shares; 2025Q4: 19,741 shares 19,741 $4.51M 0.31% -130 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,278 shares; 2024Q4: 56,754 shares; 2025Q1: 70,235 shares; 2025Q2: 71,718 shares; 2025Q3: 71,816 shares; 2025Q4: 70,801 shares 70,801 $4.5M 0.31% -1,015 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: 44,156 shares; 2024Q4: 43,624 shares; 2025Q1: 44,950 shares; 2025Q2: 42,487 shares; 2025Q3: 38,558 shares; 2025Q4: 36,997 shares 36,997 $4.45M 0.3% -1,561 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: 8,497 shares; 2024Q4: 8,647 shares; 2025Q1: 8,869 shares; 2025Q2: 8,804 shares; 2025Q3: 7,955 shares; 2025Q4: 7,681 shares 7,681 $4.38M 0.3% -274 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 42,061 shares; 2025Q1: 31,187 shares; 2025Q2: 30,848 shares; 2025Q3: 30,307 shares; 2025Q4: 30,068 shares 30,068 $4.35M 0.3% -239 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,294 shares; 2024Q4: 18,294 shares; 2025Q1: 24,563 shares; 2025Q2: 16,601 shares; 2025Q3: 19,346 shares; 2025Q4: 38,873 shares 38,873 $4.16M 0.28% +19,527 Timeline EWX 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: 54,825 shares; 2024Q4: 54,825 shares; 2025Q1: 61,365 shares; 2025Q2: 62,544 shares; 2025Q3: 57,213 shares; 2025Q4: 62,083 shares 62,083 $4.08M 0.28% +4,870 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,702 shares; 2024Q4: 17,404 shares; 2025Q1: 15,577 shares; 2025Q2: 15,340 shares; 2025Q3: 14,981 shares; 2025Q4: 15,624 shares 15,624 $4.03M 0.27% +643 Timeline VMBS 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: 79,109 shares; 2024Q4: 76,045 shares; 2025Q1: 79,346 shares; 2025Q2: 81,363 shares; 2025Q3: 85,604 shares; 2025Q4: 85,087 shares 85,087 $4.01M 0.27% -517 Timeline KSA 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: 127,560 shares; 2024Q4: 124,185 shares; 2025Q1: 129,241 shares; 2025Q2: 133,387 shares; 2025Q3: 126,890 shares; 2025Q4: 109,939 shares 109,939 $4M 0.27% -16,951 Timeline MGV 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: 28,228 shares; 2024Q4: 30,800 shares; 2025Q1: 31,062 shares; 2025Q2: 28,786 shares; 2025Q3: 28,329 shares; 2025Q4: 28,085 shares 28,085 $3.96M 0.27% -244 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: 73,683 shares; 2024Q4: 74,077 shares; 2025Q1: 77,089 shares; 2025Q2: 76,039 shares; 2025Q3: 70,391 shares; 2025Q4: 70,475 shares 70,475 $3.88M 0.26% +84 Timeline VCLT 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: 65,100 shares; 2024Q4: 39,518 shares; 2025Q1: 164,580 shares; 2025Q2: 28,080 shares; 2025Q3: 41,133 shares; 2025Q4: 51,066 shares 51,066 $3.87M 0.26% +9,933 Timeline USIG 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: 84,267 shares; 2024Q4: 83,626 shares; 2025Q1: 82,415 shares; 2025Q2: 76,968 shares; 2025Q3: 75,108 shares; 2025Q4: 73,731 shares 73,731 $3.82M 0.26% -1,377 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: 21,197 shares; 2024Q4: 16,809 shares; 2025Q1: 17,331 shares; 2025Q2: 16,358 shares; 2025Q3: 15,143 shares; 2025Q4: 14,156 shares 14,156 $3.75M 0.26% -987 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,553 shares; 2024Q4: 57,528 shares; 2025Q1: 307,565 shares; 2025Q2: 401,731 shares; 2025Q3: 54,413 shares; 2025Q4: 54,079 shares 54,079 $3.71M 0.25% -334 Timeline IYR 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: 30,293 shares; 2024Q4: 38,957 shares; 2025Q1: 35,383 shares; 2025Q2: 29,136 shares; 2025Q3: 28,026 shares; 2025Q4: 36,932 shares 36,932 $3.47M 0.24% +8,906 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: 51,218 shares; 2024Q4: 51,623 shares; 2025Q1: 53,203 shares; 2025Q2: 52,439 shares; 2025Q3: 47,869 shares; 2025Q4: 47,578 shares 47,578 $3.33M 0.23% -291 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: 11,401 shares; 2024Q4: 11,477 shares; 2025Q1: 11,616 shares; 2025Q2: 11,218 shares; 2025Q3: 10,225 shares; 2025Q4: 9,584 shares 9,584 $3.3M 0.22% -641 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: 21,575 shares; 2024Q4: 21,274 shares; 2025Q1: 22,227 shares; 2025Q2: 21,056 shares; 2025Q3: 21,729 shares; 2025Q4: 20,645 shares 20,645 $3.15M 0.21% -1,084 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: 11,310 shares; 2024Q4: 11,254 shares; 2025Q1: 11,181 shares; 2025Q2: 10,925 shares; 2025Q3: 9,920 shares; 2025Q4: 10,273 shares 10,273 $3.12M 0.21% +353 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,904 shares; 2024Q4: 19,582 shares; 2025Q1: 29,342 shares; 2025Q2: 30,968 shares; 2025Q3: 31,017 shares; 2025Q4: 31,924 shares 31,924 $3.1M 0.21% +907 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: 44,068 shares; 2024Q4: 44,869 shares; 2025Q1: 46,068 shares; 2025Q2: 43,626 shares; 2025Q3: 40,503 shares; 2025Q4: 40,290 shares 40,290 $3.1M 0.21% -213 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: 26,749 shares; 2024Q4: 26,394 shares; 2025Q1: 27,060 shares; 2025Q2: 26,581 shares; 2025Q3: 23,854 shares; 2025Q4: 21,006 shares 21,006 $3.01M 0.2% -2,848 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,435 shares; 2024Q4: 31,378 shares; 2025Q1: 11,756 shares; 2025Q2: 26,595 shares; 2025Q3: 10,893 shares; 2025Q4: 10,727 shares 10,727 $2.99M 0.2% -166 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: 4,881 shares; 2024Q4: 4,932 shares; 2025Q1: 4,263 shares; 2025Q2: 4,051 shares; 2025Q3: 4,071 shares; 2025Q4: 3,939 shares 3,939 $2.97M 0.2% -132 Timeline IGLB 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: 48,661 shares; 2024Q4: 53,195 shares; 2025Q1: 53,375 shares; 2025Q2: 57,841 shares; 2025Q3: 57,841 shares; 2025Q4: 58,467 shares 58,467 $2.95M 0.2% +626 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: 3,714 shares; 2024Q4: 3,735 shares; 2025Q1: 3,799 shares; 2025Q2: 3,766 shares; 2025Q3: 3,192 shares; 2025Q4: 31,143 shares 31,143 $2.92M 0.2% +27,951 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: 6,117 shares; 2024Q4: 6,162 shares; 2025Q1: 6,277 shares; 2025Q2: 5,616 shares; 2025Q3: 5,296 shares; 2025Q4: 5,042 shares 5,042 $2.89M 0.2% -254 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,718 shares; 2024Q4: 22,165 shares; 2025Q1: 16,958 shares; 2025Q2: 16,085 shares; 2025Q3: 15,778 shares; 2025Q4: 15,663 shares 15,663 $2.78M 0.19% -115 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: 17,066 shares; 2024Q4: 16,459 shares; 2025Q1: 16,744 shares; 2025Q2: 16,516 shares; 2025Q3: 15,605 shares; 2025Q4: 15,356 shares 15,356 $2.73M 0.19% -249 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: 9,738 shares; 2024Q4: 9,886 shares; 2025Q1: 10,035 shares; 2025Q2: 9,726 shares; 2025Q3: 8,843 shares; 2025Q4: 8,727 shares 8,727 $2.67M 0.18% -116 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: 14,525 shares; 2024Q4: 14,666 shares; 2025Q1: 15,148 shares; 2025Q2: 15,078 shares; 2025Q3: 13,934 shares; 2025Q4: 13,999 shares 13,999 $2.57M 0.17% +65 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: 52,351 shares; 2024Q4: 56,844 shares; 2025Q1: 59,574 shares; 2025Q2: 45,918 shares; 2025Q3: 44,134 shares; 2025Q4: 42,908 shares 42,908 $2.52M 0.17% -1,226 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: 9,179 shares; 2024Q4: 9,373 shares; 2025Q1: 9,805 shares; 2025Q2: 9,473 shares; 2025Q3: 8,502 shares; 2025Q4: 8,498 shares 8,498 $2.52M 0.17% -4 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,562 shares; 2024Q4: 17,312 shares; 2025Q1: 18,215 shares; 2025Q2: 17,475 shares; 2025Q3: 17,876 shares; 2025Q4: 17,757 shares 17,757 $2.45M 0.17% -119 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,538 shares; 2024Q4: 19,029 shares; 2025Q1: 19,427 shares; 2025Q2: 19,004 shares; 2025Q3: 18,850 shares; 2025Q4: 18,812 shares 18,812 $2.4M 0.16% -38 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: 16,899 shares; 2024Q4: 16,755 shares; 2025Q1: 17,108 shares; 2025Q2: 16,660 shares; 2025Q3: 15,605 shares; 2025Q4: 14,941 shares 14,941 $2.4M 0.16% -664 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: 18,420 shares; 2025Q1: 18,782 shares; 2025Q2: 17,566 shares; 2025Q3: 14,417 shares; 2025Q4: 13,890 shares 13,890 $2.38M 0.16% -527 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: 28,131 shares; 2024Q4: 27,772 shares; 2025Q1: 27,697 shares; 2025Q2: 25,776 shares; 2025Q3: 23,078 shares; 2025Q4: 22,540 shares 22,540 $2.37M 0.16% -538 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: 495 shares; 2024Q4: 500 shares; 2025Q1: 510 shares; 2025Q2: 514 shares; 2025Q3: 462 shares; 2025Q4: 437 shares 437 $2.34M 0.16% -25 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: 16,429 shares; 2024Q4: 16,530 shares; 2025Q1: 16,726 shares; 2025Q2: 16,478 shares; 2025Q3: 15,265 shares; 2025Q4: 15,183 shares 15,183 $2.33M 0.16% -82 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 4,350 shares; 2025Q1: 4,477 shares; 2025Q2: 4,487 shares; 2025Q3: 3,958 shares; 2025Q4: 3,486 shares 3,486 $2.31M 0.16% -472 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,125 shares; 2024Q4: 48,364 shares; 2025Q1: 44,829 shares; 2025Q2: 40,229 shares; 2025Q3: 40,584 shares; 2025Q4: 40,328 shares 40,328 $2.13M 0.15% -256 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,355 shares; 2024Q4: 25,041 shares; 2025Q1: 26,706 shares; 2025Q2: 26,193 shares; 2025Q3: 26,410 shares; 2025Q4: 26,554 shares 26,554 $2.09M 0.14% +144 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,665 shares; 2024Q4: 6,656 shares; 2025Q1: 6,310 shares; 2025Q2: 6,378 shares; 2025Q3: 5,673 shares; 2025Q4: 5,647 shares 5,647 $2.09M 0.14% -26 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: 14,910 shares; 2024Q4: 15,096 shares; 2025Q1: 15,557 shares; 2025Q2: 12,810 shares; 2025Q3: 12,047 shares; 2025Q4: 12,173 shares 12,173 $2.08M 0.14% +126 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,163 shares; 2024Q4: 131,086 shares; 2025Q1: 150,932 shares; 2025Q2: 127,988 shares; 2025Q3: 135,985 shares; 2025Q4: 66,717 shares 66,717 $2.07M 0.14% -69,268 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,443 shares; 2024Q4: 9,716 shares; 2025Q1: 10,280 shares; 2025Q2: 9,377 shares; 2025Q3: 9,319 shares; 2025Q4: 9,565 shares 9,565 $2.05M 0.14% +246 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,816 shares; 2025Q1: 1,820 shares; 2025Q2: 1,802 shares; 2025Q3: 1,794 shares; 2025Q4: 1,863 shares 1,863 $1.99M 0.14% +69 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,122 shares; 2025Q1: 16,420 shares; 2025Q2: 10,479 shares; 2025Q3: 36,349 shares; 2025Q4: 10,960 shares 10,960 $1.99M 0.14% -25,389 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: 6,657 shares; 2024Q4: 6,701 shares; 2025Q1: 6,934 shares; 2025Q2: 6,737 shares; 2025Q3: 6,018 shares; 2025Q4: 6,027 shares 6,027 $1.97M 0.13% +9 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 6,834 shares; 2025Q1: 12,594 shares; 2025Q2: 7,187 shares; 2025Q3: 6,833 shares; 2025Q4: 19,125 shares 19,125 $1.94M 0.13% +12,292 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,133 shares; 2025Q1: 2,148 shares; 2025Q2: 1,966 shares; 2025Q3: 1,840 shares; 2025Q4: 1,815 shares 1,815 $1.94M 0.13% -25 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: 1,816 shares; 2024Q4: 1,717 shares; 2025Q1: 1,758 shares; 2025Q2: 1,755 shares; 2025Q3: 1,610 shares; 2025Q4: 1,595 shares 1,595 $1.94M 0.13% -15 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,094 shares; 2024Q4: 12,365 shares; 2025Q1: 13,981 shares; 2025Q2: 16,179 shares; 2025Q3: 17,596 shares; 2025Q4: 19,365 shares 19,365 $1.93M 0.13% +1,769 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: 6,770 shares; 2024Q4: 6,792 shares; 2025Q1: 7,396 shares; 2025Q2: 7,398 shares; 2025Q3: 6,329 shares; 2025Q4: 6,185 shares 6,185 $1.91M 0.13% -144 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,802 shares; 2024Q4: 6,076 shares; 2025Q1: 6,050 shares; 2025Q2: 6,043 shares; 2025Q3: 6,039 shares; 2025Q4: 6,534 shares 6,534 $1.9M 0.13% +495 Timeline TBLA TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253,671 shares; 2024Q4: 1,253,671 shares; 2025Q1: 1,178,014 shares; 2025Q2: 1,178,014 shares; 2025Q3: 407,599 shares; 2025Q4: 407,599 shares 407,599 $1.88M 0.13% 0 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: 7,722 shares; 2024Q4: 7,703 shares; 2025Q1: 7,849 shares; 2025Q2: 7,519 shares; 2025Q3: 7,147 shares; 2025Q4: 7,237 shares 7,237 $1.86M 0.13% +90 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,126 shares; 2024Q4: 15,836 shares; 2025Q1: 18,882 shares; 2025Q2: 18,705 shares; 2025Q3: 15,142 shares; 2025Q4: 14,439 shares 14,439 $1.84M 0.13% -703 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: 22,193 shares; 2024Q4: 22,152 shares; 2025Q1: 23,098 shares; 2025Q2: 22,758 shares; 2025Q3: 21,151 shares; 2025Q4: 22,870 shares 22,870 $1.84M 0.12% +1,719 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: 17,119 shares; 2024Q4: 17,081 shares; 2025Q1: 17,600 shares; 2025Q2: 17,646 shares; 2025Q3: 16,260 shares; 2025Q4: 16,009 shares 16,009 $1.82M 0.12% -251 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: 20,439 shares; 2024Q4: 20,083 shares; 2025Q1: 21,176 shares; 2025Q2: 19,843 shares; 2025Q3: 20,463 shares; 2025Q4: 19,723 shares 19,723 $1.81M 0.12% -740 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: 15,344 shares; 2024Q4: 15,883 shares; 2025Q1: 16,271 shares; 2025Q2: 16,110 shares; 2025Q3: 14,417 shares; 2025Q4: 14,204 shares 14,204 $1.78M 0.12% -213 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: 3,283 shares; 2024Q4: 3,291 shares; 2025Q1: 3,343 shares; 2025Q2: 3,305 shares; 2025Q3: 3,057 shares; 2025Q4: 3,055 shares 3,055 $1.74M 0.12% -2 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,903 shares; 2024Q4: 17,901 shares; 2025Q1: 17,894 shares; 2025Q2: 17,894 shares; 2025Q3: 17,894 shares; 2025Q4: 17,894 shares 17,894 $1.7M 0.12% 0 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: 9,135 shares; 2024Q4: 9,137 shares; 2025Q1: 9,247 shares; 2025Q2: 7,787 shares; 2025Q3: 7,355 shares; 2025Q4: 6,753 shares 6,753 $1.63M 0.11% -602 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: 23,793 shares; 2024Q4: 23,423 shares; 2025Q1: 23,699 shares; 2025Q2: 22,212 shares; 2025Q3: 22,474 shares; 2025Q4: 22,103 shares 22,103 $1.62M 0.11% -371 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: 15,073 shares; 2024Q4: 15,391 shares; 2025Q1: 16,200 shares; 2025Q2: 15,458 shares; 2025Q3: 13,804 shares; 2025Q4: 13,746 shares 13,746 $1.6M 0.11% -58 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: 10,682 shares; 2024Q4: 11,014 shares; 2025Q1: 11,379 shares; 2025Q2: 10,998 shares; 2025Q3: 9,881 shares; 2025Q4: 9,198 shares 9,198 $1.6M 0.11% -683 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: 9,381 shares; 2024Q4: 8,441 shares; 2025Q1: 8,559 shares; 2025Q2: 9,028 shares; 2025Q3: 7,379 shares; 2025Q4: 7,410 shares 7,410 $1.59M 0.11% +31 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,568 shares 31,568 $1.53M 0.1% new 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: 13,882 shares; 2024Q4: 13,650 shares; 2025Q1: 14,001 shares; 2025Q2: 12,194 shares; 2025Q3: 11,104 shares; 2025Q4: 10,545 shares 10,545 $1.51M 0.1% -559 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: 2,287 shares; 2024Q4: 2,495 shares; 2025Q1: 2,733 shares; 2025Q2: 2,793 shares; 2025Q3: 2,771 shares; 2025Q4: 2,456 shares 2,456 $1.51M 0.1% -315 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: 3,139 shares; 2024Q4: 3,163 shares; 2025Q1: 3,247 shares; 2025Q2: 3,077 shares; 2025Q3: 2,466 shares; 2025Q4: 2,531 shares 2,531 $1.47M 0.1% +65 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: 6,511 shares; 2024Q4: 6,514 shares; 2025Q1: 6,650 shares; 2025Q2: 6,553 shares; 2025Q3: 5,597 shares; 2025Q4: 5,433 shares 5,433 $1.46M 0.1% -164 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: 5,857 shares; 2024Q4: 5,832 shares; 2025Q1: 6,296 shares; 2025Q2: 6,353 shares; 2025Q3: 6,376 shares; 2025Q4: 6,000 shares 6,000 $1.46M 0.1% -376 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,938 shares; 2025Q1: 2,976 shares; 2025Q2: 3,044 shares; 2025Q3: 2,574 shares; 2025Q4: 2,554 shares 2,554 $1.45M 0.1% -20 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: 12,580 shares; 2024Q4: 11,256 shares; 2025Q1: 11,686 shares; 2025Q2: 11,400 shares; 2025Q3: 10,551 shares; 2025Q4: 10,659 shares 10,659 $1.44M 0.1% +108 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 5,114 shares; 2025Q1: 5,322 shares; 2025Q2: 5,067 shares; 2025Q3: 4,886 shares; 2025Q4: 4,807 shares 4,807 $1.43M 0.1% -79 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: 7,033 shares; 2024Q4: 7,254 shares; 2025Q1: 7,733 shares; 2025Q2: 7,753 shares; 2025Q3: 7,448 shares; 2025Q4: 6,977 shares 6,977 $1.42M 0.1% -471 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: 8,316 shares; 2024Q4: 8,664 shares; 2025Q1: 8,512 shares; 2025Q2: 8,072 shares; 2025Q3: 7,302 shares; 2025Q4: 7,198 shares 7,198 $1.4M 0.1% -104 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: 4,531 shares; 2024Q4: 4,543 shares; 2025Q1: 4,654 shares; 2025Q2: 3,162 shares; 2025Q3: 2,941 shares; 2025Q4: 2,870 shares 2,870 $1.39M 0.09% -71 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: 6,403 shares; 2024Q4: 6,042 shares; 2025Q1: 6,300 shares; 2025Q2: 5,877 shares; 2025Q3: 4,863 shares; 2025Q4: 4,844 shares 4,844 $1.38M 0.09% -19 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: 3,189 shares; 2024Q4: 3,038 shares; 2025Q1: 3,087 shares; 2025Q2: 3,084 shares; 2025Q3: 2,737 shares; 2025Q4: 2,645 shares 2,645 $1.38M 0.09% -92 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,811 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,340 shares; 2025Q4: 11,219 shares 11,219 $1.37M 0.09% +4,879 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,678 shares; 2024Q4: 6,207 shares; 2025Q1: 6,252 shares; 2025Q2: 5,498 shares; 2025Q3: 5,148 shares; 2025Q4: 5,036 shares 5,036 $1.37M 0.09% -112 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: 5,121 shares; 2024Q4: 5,173 shares; 2025Q1: 5,335 shares; 2025Q2: 5,295 shares; 2025Q3: 5,049 shares; 2025Q4: 4,981 shares 4,981 $1.36M 0.09% -68 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: 5,872 shares; 2024Q4: 5,933 shares; 2025Q1: 6,027 shares; 2025Q2: 5,813 shares; 2025Q3: 5,449 shares; 2025Q4: 5,217 shares 5,217 $1.34M 0.09% -232 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 9,414 shares; 2025Q1: 9,390 shares; 2025Q2: 9,379 shares; 2025Q3: 9,161 shares; 2025Q4: 9,184 shares 9,184 $1.31M 0.09% +23 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: 5,082 shares; 2024Q4: 5,034 shares; 2025Q1: 5,071 shares; 2025Q2: 4,742 shares; 2025Q3: 4,455 shares; 2025Q4: 4,074 shares 4,074 $1.3M 0.09% -381 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: 13,843 shares; 2024Q4: 14,219 shares; 2025Q1: 14,588 shares; 2025Q2: 14,688 shares; 2025Q3: 13,000 shares; 2025Q4: 12,953 shares 12,953 $1.29M 0.09% -47 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 29,371 shares; 2025Q1: 2,885 shares; 2025Q2: 2,715 shares; 2025Q3: 25,889 shares; 2025Q4: 4,162 shares 4,162 $1.26M 0.09% -21,727 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 4,353 shares; 2025Q1: 4,362 shares; 2025Q2: 3,815 shares; 2025Q3: 3,720 shares; 2025Q4: 3,725 shares 3,725 $1.25M 0.09% +5 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: 9,634 shares; 2024Q4: 9,642 shares; 2025Q1: 9,648 shares; 2025Q2: 8,258 shares; 2025Q3: 7,669 shares; 2025Q4: 7,670 shares 7,670 $1.25M 0.08% +1 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 9,206 shares; 2025Q1: 11,003 shares; 2025Q2: 10,742 shares; 2025Q3: 7,128 shares; 2025Q4: 6,700 shares 6,700 $1.24M 0.08% -428 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: 6,539 shares; 2024Q4: 6,253 shares; 2025Q1: 6,370 shares; 2025Q2: 6,337 shares; 2025Q3: 5,620 shares; 2025Q4: 5,373 shares 5,373 $1.22M 0.08% -247 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: 2,954 shares; 2024Q4: 2,953 shares; 2025Q1: 3,016 shares; 2025Q2: 2,963 shares; 2025Q3: 2,713 shares; 2025Q4: 2,622 shares 2,622 $1.22M 0.08% -91 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: 3,040 shares; 2024Q4: 3,058 shares; 2025Q1: 3,108 shares; 2025Q2: 5,589 shares; 2025Q3: 4,920 shares; 2025Q4: 4,963 shares 4,963 $1.2M 0.08% +43 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,823 shares; 2024Q4: 11,564 shares; 2025Q1: 45,536 shares; 2025Q2: 12,216 shares; 2025Q3: 12,246 shares; 2025Q4: 12,454 shares 12,454 $1.2M 0.08% +208 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: 22,456 shares; 2024Q4: 22,822 shares; 2025Q1: 23,506 shares; 2025Q2: 21,409 shares; 2025Q3: 20,370 shares; 2025Q4: 19,916 shares 19,916 $1.2M 0.08% -454 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: 2,802 shares; 2024Q4: 2,786 shares; 2025Q1: 2,787 shares; 2025Q2: 2,614 shares; 2025Q3: 2,480 shares; 2025Q4: 2,309 shares 2,309 $1.18M 0.08% -171 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 3,436 shares; 2025Q1: 3,436 shares; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares; 2025Q4: 3,436 shares 3,436 $1.18M 0.08% 0 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: 5,827 shares; 2024Q4: 6,884 shares; 2025Q1: 6,088 shares; 2025Q2: 5,890 shares; 2025Q3: 5,459 shares; 2025Q4: 5,396 shares 5,396 $1.17M 0.08% -63 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: 6,723 shares; 2024Q4: 6,768 shares; 2025Q1: 6,656 shares; 2025Q2: 6,185 shares; 2025Q3: 5,825 shares; 2025Q4: 5,328 shares 5,328 $1.17M 0.08% -497 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,182 shares; 2024Q4: 71,618 shares; 2025Q1: 76,563 shares; 2025Q2: 71,371 shares; 2025Q3: 72,550 shares; 2025Q4: 72,638 shares 72,638 $1.15M 0.08% +88 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 3,522 shares; 2025Q1: 3,542 shares; 2025Q2: 3,575 shares; 2025Q3: 3,188 shares; 2025Q4: 3,251 shares 3,251 $1.15M 0.08% +63 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,376 shares; 2025Q1: 1,382 shares; 2025Q2: 1,456 shares; 2025Q3: 1,322 shares; 2025Q4: 1,306 shares 1,306 $1.15M 0.08% -16 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: 10,268 shares; 2024Q4: 10,565 shares; 2025Q1: 11,109 shares; 2025Q2: 10,223 shares; 2025Q3: 9,328 shares; 2025Q4: 9,327 shares 9,327 $1.14M 0.08% -1 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: 5,423 shares; 2024Q4: 5,491 shares; 2025Q1: 5,619 shares; 2025Q2: 5,487 shares; 2025Q3: 5,937 shares; 2025Q4: 5,942 shares 5,942 $1.13M 0.08% +5 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: 940 shares; 2024Q4: 912 shares; 2025Q1: 929 shares; 2025Q2: 893 shares; 2025Q3: 854 shares; 2025Q4: 853 shares 853 $1.13M 0.08% -1 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: 5,923 shares; 2024Q4: 5,785 shares; 2025Q1: 5,982 shares; 2025Q2: 5,874 shares; 2025Q3: 5,089 shares; 2025Q4: 4,849 shares 4,849 $1.12M 0.08% -240 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,579 shares; 2024Q4: 23,496 shares; 2025Q1: 25,292 shares; 2025Q2: 24,581 shares; 2025Q3: 24,868 shares; 2025Q4: 23,866 shares 23,866 $1.11M 0.08% -1,002 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: 6,007 shares; 2024Q4: 6,084 shares; 2025Q1: 6,682 shares; 2025Q2: 6,587 shares; 2025Q3: 6,682 shares; 2025Q4: 6,447 shares 6,447 $1.1M 0.07% -235 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: 25,471 shares; 2024Q4: 25,309 shares; 2025Q1: 25,950 shares; 2025Q2: 25,064 shares; 2025Q3: 24,181 shares; 2025Q4: 21,388 shares 21,388 $1.09M 0.07% -2,793 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest 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: 16,647 shares 16,647 $1.09M 0.07% 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: 50,477 shares; 2024Q4: 51,457 shares; 2025Q1: 54,528 shares; 2025Q2: 55,207 shares; 2025Q3: 49,754 shares; 2025Q4: 43,770 shares 43,770 $1.09M 0.07% -5,984 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: 3,968 shares; 2024Q4: 4,024 shares; 2025Q1: 4,066 shares; 2025Q2: 3,934 shares; 2025Q3: 3,344 shares; 2025Q4: 3,084 shares 3,084 $1.08M 0.07% -260 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: 12,926 shares; 2024Q4: 14,466 shares; 2025Q1: 15,215 shares; 2025Q2: 14,445 shares; 2025Q3: 13,196 shares; 2025Q4: 11,515 shares 11,515 $1.08M 0.07% -1,681 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,586 shares; 2024Q4: 6,562 shares; 2025Q1: 6,626 shares; 2025Q2: 6,383 shares; 2025Q3: 5,932 shares; 2025Q4: 5,728 shares 5,728 $1.08M 0.07% -204 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: 1,669 shares; 2024Q4: 1,676 shares; 2025Q1: 1,709 shares; 2025Q2: 1,858 shares; 2025Q3: 1,557 shares; 2025Q4: 1,624 shares 1,624 $1.06M 0.07% +67 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,647 shares 15,647 $1.02M 0.07% new 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: 2,965 shares; 2024Q4: 3,051 shares; 2025Q1: 3,225 shares; 2025Q2: 3,140 shares; 2025Q3: 2,706 shares; 2025Q4: 2,394 shares 2,394 $1.02M 0.07% -312 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 6,033 shares; 2025Q1: 6,098 shares; 2025Q2: 6,004 shares; 2025Q3: 5,060 shares; 2025Q4: 4,416 shares 4,416 $1.01M 0.07% -644 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: 14,602 shares; 2024Q4: 14,442 shares; 2025Q1: 7,938 shares; 2025Q2: 26,017 shares; 2025Q3: 19,860 shares; 2025Q4: 19,860 shares 19,860 $999K 0.07% 0 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: 13,229 shares; 2024Q4: 13,488 shares; 2025Q1: 13,962 shares; 2025Q2: 13,249 shares; 2025Q3: 12,364 shares; 2025Q4: 11,347 shares 11,347 $989K 0.07% -1,017 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,173 shares; 2024Q4: 13,015 shares; 2025Q1: 13,334 shares; 2025Q2: 12,796 shares; 2025Q3: 11,598 shares; 2025Q4: 11,282 shares 11,282 $988K 0.07% -316 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: 3,652 shares; 2024Q4: 3,747 shares; 2025Q1: 3,746 shares; 2025Q2: 3,735 shares; 2025Q3: 3,414 shares; 2025Q4: 3,123 shares 3,123 $975K 0.07% -291 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,214 shares; 2024Q4: 16,969 shares; 2025Q1: 16,920 shares; 2025Q2: 15,995 shares; 2025Q3: 16,390 shares; 2025Q4: 16,107 shares 16,107 $972K 0.07% -283 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: 3,065 shares; 2024Q4: 2,516 shares; 2025Q1: 2,594 shares; 2025Q2: 2,597 shares; 2025Q3: 2,201 shares; 2025Q4: 2,069 shares 2,069 $966K 0.07% -132 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: 11,535 shares; 2024Q4: 11,606 shares; 2025Q1: 11,729 shares; 2025Q2: 11,551 shares; 2025Q3: 10,506 shares; 2025Q4: 10,126 shares 10,126 $965K 0.07% -380 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: 8,936 shares; 2024Q4: 8,950 shares; 2025Q1: 8,950 shares; 2025Q2: 8,261 shares; 2025Q3: 7,636 shares; 2025Q4: 7,273 shares 7,273 $965K 0.07% -363 Timeline MGC 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: 6,229 shares; 2024Q4: 4,326 shares; 2025Q1: 4,246 shares; 2025Q2: 4,147 shares; 2025Q3: 3,907 shares; 2025Q4: 3,831 shares 3,831 $962K 0.07% -76 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 9,032 shares; 2025Q1: 9,450 shares; 2025Q2: 8,884 shares; 2025Q3: 8,249 shares; 2025Q4: 8,117 shares 8,117 $951K 0.06% -132 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,373 shares; 2024Q4: 38,717 shares; 2025Q1: 44,358 shares; 2025Q2: 41,179 shares; 2025Q3: 41,825 shares; 2025Q4: 40,545 shares 40,545 $945K 0.06% -1,280 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,264 shares; 2025Q1: 1,314 shares; 2025Q2: 1,259 shares; 2025Q3: 1,170 shares; 2025Q4: 1,148 shares 1,148 $942K 0.06% -22 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 6,350 shares; 2025Q1: 6,444 shares; 2025Q2: 6,444 shares; 2025Q3: 5,249 shares; 2025Q4: 4,950 shares 4,950 $918K 0.06% -299 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: 28,183 shares; 2024Q4: 28,485 shares; 2025Q1: 31,141 shares; 2025Q2: 29,444 shares; 2025Q3: 26,096 shares; 2025Q4: 22,362 shares 22,362 $911K 0.06% -3,734 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: 3,961 shares; 2024Q4: 3,721 shares; 2025Q1: 3,798 shares; 2025Q2: 3,541 shares; 2025Q3: 3,035 shares; 2025Q4: 2,601 shares 2,601 $910K 0.06% -434 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,106 shares; 2024Q4: 45,905 shares; 2025Q1: 49,631 shares; 2025Q2: 46,310 shares; 2025Q3: 47,713 shares; 2025Q4: 47,040 shares 47,040 $909K 0.06% -673 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: 2,875 shares; 2024Q4: 2,904 shares; 2025Q1: 2,967 shares; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,659 shares 2,659 $892K 0.06% -219 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,414 shares 1,414 $887K 0.06% new 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: 3,341 shares; 2024Q4: 3,326 shares; 2025Q1: 3,345 shares; 2025Q2: 3,325 shares; 2025Q3: 2,814 shares; 2025Q4: 2,734 shares 2,734 $886K 0.06% -80 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 5,075 shares; 2025Q1: 5,169 shares; 2025Q2: 4,604 shares; 2025Q3: 4,404 shares; 2025Q4: 4,244 shares 4,244 $886K 0.06% -160 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,481 shares; 2025Q1: 1,551 shares; 2025Q2: 1,626 shares; 2025Q3: 1,221 shares; 2025Q4: 5,682 shares 5,682 $870K 0.06% +4,461 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: 14,685 shares; 2024Q4: 15,289 shares; 2025Q1: 15,982 shares; 2025Q2: 16,051 shares; 2025Q3: 14,975 shares; 2025Q4: 15,018 shares 15,018 $866K 0.06% +43 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: 711 shares; 2024Q4: 710 shares; 2025Q1: 706 shares; 2025Q2: 10,632 shares; 2025Q3: 9,600 shares; 2025Q4: 9,470 shares 9,470 $864K 0.06% -130 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,224 shares; 2025Q1: 1,514 shares; 2025Q2: 1,436 shares; 2025Q3: 1,169 shares; 2025Q4: 1,104 shares 1,104 $845K 0.06% -65 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: 10,437 shares; 2024Q4: 10,117 shares; 2025Q1: 10,106 shares; 2025Q2: 10,126 shares; 2025Q3: 8,494 shares; 2025Q4: 7,196 shares 7,196 $844K 0.06% -1,298 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,912 shares; 2024Q4: 11,834 shares; 2025Q1: 18,155 shares; 2025Q2: 18,343 shares; 2025Q3: 18,113 shares; 2025Q4: 17,566 shares 17,566 $840K 0.06% -547 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: 2,990 shares; 2024Q4: 2,979 shares; 2025Q1: 2,976 shares; 2025Q2: 2,903 shares; 2025Q3: 2,661 shares; 2025Q4: 2,703 shares 2,703 $839K 0.06% +42 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,113 shares; 2024Q4: 7,113 shares; 2025Q1: 7,042 shares; 2025Q2: 7,047 shares; 2025Q3: 7,047 shares; 2025Q4: 6,645 shares 6,645 $837K 0.06% -402 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: 8,489 shares; 2024Q4: 8,271 shares; 2025Q1: 8,396 shares; 2025Q2: 7,790 shares; 2025Q3: 7,232 shares; 2025Q4: 7,203 shares 7,203 $836K 0.06% -29 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: 3,161 shares; 2024Q4: 3,156 shares; 2025Q1: 3,176 shares; 2025Q2: 3,116 shares; 2025Q3: 2,923 shares; 2025Q4: 2,879 shares 2,879 $835K 0.06% -44 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: 4,516 shares; 2024Q4: 4,498 shares; 2025Q1: 4,658 shares; 2025Q2: 4,602 shares; 2025Q3: 4,248 shares; 2025Q4: 3,360 shares 3,360 $828K 0.06% -888 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: 3,577 shares; 2024Q4: 3,481 shares; 2025Q1: 3,635 shares; 2025Q2: 3,588 shares; 2025Q3: 3,185 shares; 2025Q4: 2,998 shares 2,998 $825K 0.06% -187 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: 5,575 shares; 2024Q4: 5,564 shares; 2025Q1: 6,341 shares; 2025Q2: 5,826 shares; 2025Q3: 4,444 shares; 2025Q4: 4,429 shares 4,429 $820K 0.06% -15 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: 5,928 shares; 2024Q4: 5,930 shares; 2025Q1: 6,084 shares; 2025Q2: 5,681 shares; 2025Q3: 5,102 shares; 2025Q4: 5,119 shares 5,119 $820K 0.06% +17 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: 4,026 shares; 2024Q4: 4,023 shares; 2025Q1: 4,217 shares; 2025Q2: 3,825 shares; 2025Q3: 3,395 shares; 2025Q4: 2,944 shares 2,944 $811K 0.06% -451 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,530 shares; 2024Q4: 55,829 shares; 2025Q1: 66,915 shares; 2025Q2: 67,816 shares; 2025Q3: 66,469 shares; 2025Q4: 68,332 shares 68,332 $802K 0.05% +1,863 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,802 shares; 2024Q4: 5,755 shares; 2025Q1: 5,310 shares; 2025Q2: 5,922 shares; 2025Q3: 5,761 shares; 2025Q4: 5,682 shares 5,682 $801K 0.05% -79 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,454 shares; 2024Q4: 9,458 shares; 2025Q1: 10,160 shares; 2025Q2: 9,972 shares; 2025Q3: 9,835 shares; 2025Q4: 9,990 shares 9,990 $800K 0.05% +155 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: 257 shares; 2024Q4: 257 shares; 2025Q1: 254 shares; 2025Q2: 251 shares; 2025Q3: 239 shares; 2025Q4: 235 shares 235 $795K 0.05% -4 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: 5,569 shares; 2024Q4: 5,733 shares; 2025Q1: 6,014 shares; 2025Q2: 5,142 shares; 2025Q3: 4,829 shares; 2025Q4: 4,836 shares 4,836 $787K 0.05% +7 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: 24,991 shares; 2024Q4: 24,586 shares; 2025Q1: 24,848 shares; 2025Q2: 23,765 shares; 2025Q3: 21,468 shares; 2025Q4: 21,688 shares 21,688 $786K 0.05% +220 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,598 shares; 2024Q4: 7,598 shares; 2025Q1: 7,733 shares; 2025Q2: 7,313 shares; 2025Q3: 6,872 shares; 2025Q4: 5,883 shares 5,883 $785K 0.05% -989 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,336 shares; 2025Q1: 1,335 shares; 2025Q2: 1,333 shares; 2025Q3: 1,266 shares; 2025Q4: 1,261 shares 1,261 $785K 0.05% -5 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,567 shares; 2024Q4: 28,086 shares; 2025Q1: 29,864 shares; 2025Q2: 30,017 shares; 2025Q3: 30,408 shares; 2025Q4: 30,553 shares 30,553 $782K 0.05% +145 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,723 shares; 2024Q4: 20,830 shares; 2025Q1: 20,934 shares; 2025Q2: 21,290 shares; 2025Q3: 20,318 shares; 2025Q4: 19,992 shares 19,992 $759K 0.05% -326 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: 6,965 shares; 2024Q4: 7,080 shares; 2025Q1: 7,210 shares; 2025Q2: 7,082 shares; 2025Q3: 6,929 shares; 2025Q4: 6,865 shares 6,865 $757K 0.05% -64 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.05% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,971 shares; 2025Q1: 2,939 shares; 2025Q2: 2,874 shares; 2025Q3: 2,641 shares; 2025Q4: 2,622 shares 2,622 $753K 0.05% -19 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: 2,721 shares; 2024Q4: 2,772 shares; 2025Q1: 2,870 shares; 2025Q2: 2,726 shares; 2025Q3: 2,570 shares; 2025Q4: 2,597 shares 2,597 $750K 0.05% +27 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 6,757 shares; 2025Q1: 7,234 shares; 2025Q2: 6,789 shares; 2025Q3: 6,429 shares; 2025Q4: 6,502 shares 6,502 $750K 0.05% +73 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,922 shares; 2025Q1: 1,901 shares; 2025Q2: 1,927 shares; 2025Q3: 1,694 shares; 2025Q4: 1,577 shares 1,577 $741K 0.05% -117 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,715 shares; 2024Q4: 8,878 shares; 2025Q1: 8,799 shares; 2025Q2: 9,137 shares; 2025Q3: 8,954 shares; 2025Q4: 5,720 shares 5,720 $731K 0.05% -3,234 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,635 shares; 2024Q4: 10,635 shares; 2025Q1: 10,635 shares; 2025Q2: 10,635 shares; 2025Q3: 10,767 shares; 2025Q4: 11,046 shares 11,046 $729K 0.05% +279 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,270 shares; 2024Q4: 5,975 shares; 2025Q1: 6,013 shares; 2025Q2: 6,061 shares; 2025Q3: 4,976 shares; 2025Q4: 4,490 shares 4,490 $727K 0.05% -486 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,606 shares; 2025Q1: 2,853 shares; 2025Q2: 2,531 shares; 2025Q3: 2,529 shares; 2025Q4: 2,525 shares 2,525 $727K 0.05% -4 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,577 shares; 2025Q1: 5,813 shares; 2025Q2: 5,446 shares; 2025Q3: 5,697 shares; 2025Q4: 4,927 shares 4,927 $707K 0.05% -770 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 2,373 shares; 2025Q1: 2,101 shares; 2025Q2: 2,021 shares; 2025Q3: 1,886 shares; 2025Q4: 1,814 shares 1,814 $706K 0.05% -72 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: 3,744 shares; 2024Q4: 3,724 shares; 2025Q1: 3,750 shares; 2025Q2: 3,664 shares; 2025Q3: 3,471 shares; 2025Q4: 3,327 shares 3,327 $705K 0.05% -144 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: 4,181 shares; 2024Q4: 4,208 shares; 2025Q1: 4,463 shares; 2025Q2: 3,915 shares; 2025Q3: 4,020 shares; 2025Q4: 3,790 shares 3,790 $697K 0.05% -230 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: 2,312 shares; 2024Q4: 2,186 shares; 2025Q1: 2,255 shares; 2025Q2: 2,203 shares; 2025Q3: 2,075 shares; 2025Q4: 1,805 shares 1,805 $692K 0.05% -270 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,594 shares; 2024Q4: 11,789 shares; 2025Q1: 12,202 shares; 2025Q2: 11,602 shares; 2025Q3: 9,925 shares; 2025Q4: 8,209 shares 8,209 $691K 0.05% -1,716 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: 2,591 shares; 2024Q4: 2,710 shares; 2025Q1: 2,737 shares; 2025Q2: 2,931 shares; 2025Q3: 2,122 shares; 2025Q4: 1,972 shares 1,972 $691K 0.05% -150 Timeline VOX 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: 4,876 shares; 2024Q4: 4,532 shares; 2025Q1: 4,298 shares; 2025Q2: 3,516 shares; 2025Q3: 3,548 shares; 2025Q4: 3,542 shares 3,542 $686K 0.05% -6 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: 7,329 shares; 2025Q1: 7,368 shares; 2025Q2: 7,203 shares; 2025Q3: 5,374 shares; 2025Q4: 5,229 shares 5,229 $685K 0.05% -145 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: 5,716 shares; 2024Q4: 6,052 shares; 2025Q1: 7,455 shares; 2025Q2: 6,847 shares; 2025Q3: 4,568 shares; 2025Q4: 3,814 shares 3,814 $670K 0.05% -754 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: 5,859 shares; 2024Q4: 5,993 shares; 2025Q1: 6,786 shares; 2025Q2: 7,003 shares; 2025Q3: 7,202 shares; 2025Q4: 7,090 shares 7,090 $668K 0.05% -112 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: 5,850 shares; 2024Q4: 5,897 shares; 2025Q1: 6,204 shares; 2025Q2: 5,621 shares; 2025Q3: 5,142 shares; 2025Q4: 5,144 shares 5,144 $664K 0.05% +2 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 11,101 shares; 2025Q1: 14,001 shares; 2025Q2: 14,247 shares; 2025Q3: 12,347 shares; 2025Q4: 11,734 shares 11,734 $661K 0.04% -613 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: 6,952 shares; 2024Q4: 6,949 shares; 2025Q1: 7,131 shares; 2025Q2: 6,898 shares; 2025Q3: 6,207 shares; 2025Q4: 5,510 shares 5,510 $660K 0.04% -697 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: 1,781 shares; 2024Q4: 1,789 shares; 2025Q1: 1,781 shares; 2025Q2: 1,784 shares; 2025Q3: 1,876 shares; 2025Q4: 1,865 shares 1,865 $643K 0.04% -11 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,408 shares; 2025Q1: 3,700 shares; 2025Q2: 4,386 shares; 2025Q3: 2,784 shares; 2025Q4: 3,595 shares 3,595 $639K 0.04% +811 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,054 shares; 2025Q1: 2,063 shares; 2025Q2: 2,051 shares; 2025Q3: 1,857 shares; 2025Q4: 1,807 shares 1,807 $637K 0.04% -50 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: 1,817 shares; 2024Q4: 1,804 shares; 2025Q1: 1,835 shares; 2025Q2: 1,794 shares; 2025Q3: 1,461 shares; 2025Q4: 1,385 shares 1,385 $628K 0.04% -76 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: 18,332 shares; 2024Q4: 17,536 shares; 2025Q1: 18,556 shares; 2025Q2: 17,857 shares; 2025Q3: 18,129 shares; 2025Q4: 18,020 shares 18,020 $626K 0.04% -109 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 6,713 shares; 2025Q1: 6,731 shares; 2025Q2: 6,769 shares; 2025Q3: 6,363 shares; 2025Q4: 6,394 shares 6,394 $621K 0.04% +31 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: 6,111 shares; 2024Q4: 6,123 shares; 2025Q1: 6,348 shares; 2025Q2: 6,352 shares; 2025Q3: 5,715 shares; 2025Q4: 5,667 shares 5,667 $621K 0.04% -48 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 3,486 shares; 2025Q1: 3,788 shares; 2025Q2: 4,228 shares; 2025Q3: 3,892 shares; 2025Q4: 3,842 shares 3,842 $620K 0.04% -50 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: 3,219 shares; 2024Q4: 3,208 shares; 2025Q1: 3,375 shares; 2025Q2: 3,177 shares; 2025Q3: 3,024 shares; 2025Q4: 2,958 shares 2,958 $616K 0.04% -66 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,320 shares; 2024Q4: 8,875 shares; 2025Q1: 8,869 shares; 2025Q2: 8,814 shares; 2025Q3: 7,972 shares; 2025Q4: 8,006 shares 8,006 $614K 0.04% +34 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 5,258 shares; 2025Q1: 5,207 shares; 2025Q2: 5,054 shares; 2025Q3: 4,971 shares; 2025Q4: 4,540 shares 4,540 $599K 0.04% -431 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,479 shares; 2025Q1: 3,530 shares; 2025Q2: 3,491 shares; 2025Q3: 3,465 shares; 2025Q4: 2,908 shares 2,908 $598K 0.04% -557 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,595 shares; 2025Q1: 2,620 shares; 2025Q2: 2,537 shares; 2025Q3: 2,560 shares; 2025Q4: 2,659 shares 2,659 $592K 0.04% +99 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: 16,251 shares; 2024Q4: 15,799 shares; 2025Q1: 15,959 shares; 2025Q2: 15,578 shares; 2025Q3: 13,546 shares; 2025Q4: 10,958 shares 10,958 $590K 0.04% -2,588 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: 2,131 shares; 2024Q4: 1,918 shares; 2025Q1: 1,932 shares; 2025Q2: 1,907 shares; 2025Q3: 1,782 shares; 2025Q4: 1,722 shares 1,722 $582K 0.04% -60 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,983 shares; 2025Q1: 5,129 shares; 2025Q2: 4,853 shares; 2025Q3: 3,734 shares; 2025Q4: 3,612 shares 3,612 $581K 0.04% -122 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 7,416 shares; 2025Q1: 7,495 shares; 2025Q2: 7,515 shares; 2025Q3: 6,727 shares; 2025Q4: 6,675 shares 6,675 $581K 0.04% -52 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: 4,692 shares; 2025Q1: 5,085 shares; 2025Q2: 4,660 shares; 2025Q3: 4,192 shares; 2025Q4: 3,761 shares 3,761 $580K 0.04% -431 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 11,885 shares; 2025Q1: 11,816 shares; 2025Q2: 10,913 shares; 2025Q3: 11,586 shares; 2025Q4: 11,820 shares 11,820 $580K 0.04% +234 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,838 shares; 2024Q4: 14,805 shares; 2025Q1: 15,347 shares; 2025Q2: 15,342 shares; 2025Q3: 15,144 shares; 2025Q4: 14,225 shares 14,225 $575K 0.04% -919 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,327 shares; 2025Q1: 1,338 shares; 2025Q2: 1,323 shares; 2025Q3: 1,145 shares; 2025Q4: 1,110 shares 1,110 $567K 0.04% -35 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: 3,385 shares; 2024Q4: 3,585 shares; 2025Q1: 3,467 shares; 2025Q2: 3,136 shares; 2025Q3: 3,093 shares; 2025Q4: 3,026 shares 3,026 $558K 0.04% -67 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: 42,025 shares; 2024Q4: 31,539 shares; 2025Q1: 34,065 shares; 2025Q2: 35,224 shares; 2025Q3: 26,213 shares; 2025Q4: 22,374 shares 22,374 $557K 0.04% -3,839 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: 4,323 shares; 2024Q4: 4,267 shares; 2025Q1: 4,195 shares; 2025Q2: 3,966 shares; 2025Q3: 3,739 shares; 2025Q4: 3,671 shares 3,671 $555K 0.04% -68 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,631 shares; 2024Q4: 24,448 shares; 2025Q1: 26,584 shares; 2025Q2: 26,708 shares; 2025Q3: 27,626 shares; 2025Q4: 23,403 shares 23,403 $553K 0.04% -4,223 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,559 shares; 2024Q4: 19,733 shares; 2025Q1: 20,761 shares; 2025Q2: 20,364 shares; 2025Q3: 20,350 shares; 2025Q4: 20,354 shares 20,354 $552K 0.04% +4 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: 3,271 shares; 2024Q4: 3,271 shares; 2025Q1: 3,278 shares; 2025Q2: 3,215 shares; 2025Q3: 3,154 shares; 2025Q4: 3,080 shares 3,080 $550K 0.04% -74 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,585 shares; 2025Q1: 3,150 shares; 2025Q2: 3,090 shares; 2025Q3: 2,501 shares; 2025Q4: 2,104 shares 2,104 $546K 0.04% -397 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: 17,862 shares; 2024Q4: 16,642 shares; 2025Q1: 16,450 shares; 2025Q2: 16,761 shares; 2025Q3: 15,259 shares; 2025Q4: 14,703 shares 14,703 $544K 0.04% -556 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: 3,635 shares; 2024Q4: 3,637 shares; 2025Q1: 3,670 shares; 2025Q2: 3,599 shares; 2025Q3: 3,016 shares; 2025Q4: 3,020 shares 3,020 $544K 0.04% +4 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,374 shares; 2024Q4: 11,153 shares; 2025Q1: 10,771 shares; 2025Q2: 11,080 shares; 2025Q3: 10,241 shares; 2025Q4: 10,708 shares 10,708 $544K 0.04% +467 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: 8,344 shares; 2024Q4: 8,034 shares; 2025Q1: 8,869 shares; 2025Q2: 8,376 shares; 2025Q3: 6,949 shares; 2025Q4: 6,513 shares 6,513 $540K 0.04% -436 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: 22,021 shares; 2024Q4: 22,905 shares; 2025Q1: 24,815 shares; 2025Q2: 21,798 shares; 2025Q3: 21,630 shares; 2025Q4: 19,637 shares 19,637 $540K 0.04% -1,993 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: 7,598 shares; 2024Q4: 7,575 shares; 2025Q1: 7,643 shares; 2025Q2: 7,540 shares; 2025Q3: 6,576 shares; 2025Q4: 6,616 shares 6,616 $538K 0.04% +40 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: 2,997 shares; 2024Q4: 2,868 shares; 2025Q1: 2,899 shares; 2025Q2: 2,508 shares; 2025Q3: 2,317 shares; 2025Q4: 2,074 shares 2,074 $537K 0.04% -243 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,117 shares; 2024Q4: 7,378 shares; 2025Q1: 7,629 shares; 2025Q2: 7,856 shares; 2025Q3: 6,986 shares; 2025Q4: 6,656 shares 6,656 $534K 0.04% -330 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,287 shares 14,287 $534K 0.04% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,281 shares; 2024Q4: 6,184 shares; 2025Q1: 6,731 shares; 2025Q2: 6,479 shares; 2025Q3: 5,515 shares; 2025Q4: 5,560 shares 5,560 $534K 0.04% +45 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: 4,321 shares; 2024Q4: 4,342 shares; 2025Q1: 4,644 shares; 2025Q2: 4,369 shares; 2025Q3: 4,151 shares; 2025Q4: 4,129 shares 4,129 $533K 0.04% -22 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: 8,286 shares; 2024Q4: 5,921 shares; 2025Q1: 7,217 shares; 2025Q2: 6,374 shares; 2025Q3: 6,428 shares; 2025Q4: 6,703 shares 6,703 $532K 0.04% +275 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,420 shares; 2025Q1: 1,490 shares; 2025Q2: 1,447 shares; 2025Q3: 1,294 shares; 2025Q4: 1,260 shares 1,260 $532K 0.04% -34 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 11,900 shares; 2025Q1: 13,080 shares; 2025Q2: 12,825 shares; 2025Q3: 11,757 shares; 2025Q4: 10,967 shares 10,967 $531K 0.04% -790 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,428 shares; 2024Q4: 18,168 shares; 2025Q1: 20,416 shares; 2025Q2: 18,977 shares; 2025Q3: 18,485 shares; 2025Q4: 18,961 shares 18,961 $531K 0.04% +476 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: 15,969 shares; 2024Q4: 15,969 shares; 2025Q1: 17,586 shares; 2025Q2: 15,523 shares; 2025Q3: 14,864 shares; 2025Q4: 14,624 shares 14,624 $531K 0.04% -240 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: 37,259 shares; 2024Q4: 37,325 shares; 2025Q1: 35,949 shares; 2025Q2: 35,279 shares; 2025Q3: 28,669 shares; 2025Q4: 17,568 shares 17,568 $525K 0.04% -11,101 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: 2,049 shares; 2024Q4: 1,990 shares; 2025Q1: 2,159 shares; 2025Q2: 2,347 shares; 2025Q3: 1,777 shares; 2025Q4: 1,674 shares 1,674 $523K 0.04% -103 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,698 shares; 2025Q1: 2,511 shares; 2025Q2: 2,497 shares; 2025Q3: 2,328 shares; 2025Q4: 2,274 shares 2,274 $517K 0.04% -54 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 9,365 shares; 2025Q1: 9,739 shares; 2025Q2: 9,032 shares; 2025Q3: 7,976 shares; 2025Q4: 7,009 shares 7,009 $515K 0.04% -967 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: 2,070 shares; 2024Q4: 2,045 shares; 2025Q1: 1,966 shares; 2025Q2: 1,925 shares; 2025Q3: 1,696 shares; 2025Q4: 1,733 shares 1,733 $509K 0.03% +37 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: 6,844 shares; 2024Q4: 7,008 shares; 2025Q1: 6,954 shares; 2025Q2: 13,557 shares; 2025Q3: 12,642 shares; 2025Q4: 12,639 shares 12,639 $507K 0.03% -3 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,697 shares; 2024Q4: 7,745 shares; 2025Q1: 8,952 shares; 2025Q2: 8,616 shares; 2025Q3: 8,735 shares; 2025Q4: 8,897 shares 8,897 $504K 0.03% +162 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,372 shares; 2024Q4: 10,683 shares; 2025Q1: 11,630 shares; 2025Q2: 10,747 shares; 2025Q3: 9,478 shares; 2025Q4: 9,434 shares 9,434 $503K 0.03% -44 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,780 shares; 2024Q4: 15,474 shares; 2025Q1: 16,779 shares; 2025Q2: 15,668 shares; 2025Q3: 15,895 shares; 2025Q4: 14,736 shares 14,736 $499K 0.03% -1,159 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,342 shares; 2024Q4: 35,342 shares; 2025Q1: 37,339 shares; 2025Q2: 37,491 shares; 2025Q3: 37,459 shares; 2025Q4: 38,134 shares 38,134 $497K 0.03% +675 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 6,131 shares; 2025Q1: 7,070 shares; 2025Q2: 6,548 shares; 2025Q3: 5,350 shares; 2025Q4: 4,927 shares 4,927 $492K 0.03% -423 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,757 shares; 2025Q1: 6,022 shares; 2025Q2: 5,765 shares; 2025Q3: 5,468 shares; 2025Q4: 4,951 shares 4,951 $492K 0.03% -517 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: 11,264 shares; 2024Q4: 12,038 shares; 2025Q1: 13,114 shares; 2025Q2: 9,880 shares; 2025Q3: 8,562 shares; 2025Q4: 9,084 shares 9,084 $490K 0.03% +522 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: 7,818 shares; 2024Q4: 6,992 shares; 2025Q1: 7,860 shares; 2025Q2: 8,122 shares; 2025Q3: 5,601 shares; 2025Q4: 5,973 shares 5,973 $488K 0.03% +372 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: 1,763 shares; 2024Q4: 1,901 shares; 2025Q1: 1,832 shares; 2025Q2: 1,781 shares; 2025Q3: 1,626 shares; 2025Q4: 1,684 shares 1,684 $486K 0.03% +58 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,490 shares; 2025Q1: 5,730 shares; 2025Q2: 5,797 shares; 2025Q3: 3,341 shares; 2025Q4: 3,140 shares 3,140 $486K 0.03% -201 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,581 shares; 2025Q1: 80,174 shares; 2025Q2: 139,616 shares; 2025Q3: 7,621 shares; 2025Q4: 9,595 shares 9,595 $484K 0.03% +1,974 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: 7,044 shares; 2024Q4: 7,080 shares; 2025Q1: 7,184 shares; 2025Q2: 6,779 shares; 2025Q3: 6,300 shares; 2025Q4: 6,127 shares 6,127 $484K 0.03% -173 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: 6,835 shares; 2025Q1: 7,152 shares; 2025Q2: 6,637 shares; 2025Q3: 5,410 shares; 2025Q4: 5,467 shares 5,467 $483K 0.03% +57 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 5,846 shares; 2025Q1: 6,420 shares; 2025Q2: 6,453 shares; 2025Q3: 6,683 shares; 2025Q4: 6,476 shares 6,476 $478K 0.03% -207 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,582 shares; 2024Q4: 13,006 shares; 2025Q1: 13,356 shares; 2025Q2: 11,660 shares; 2025Q3: 10,389 shares; 2025Q4: 9,696 shares 9,696 $477K 0.03% -693 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,128 shares; 2025Q1: 1,129 shares; 2025Q2: 1,102 shares; 2025Q3: 1,023 shares; 2025Q4: 972 shares 972 $476K 0.03% -51 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: 2,479 shares; 2024Q4: 2,442 shares; 2025Q1: 3,457 shares; 2025Q2: 3,469 shares; 2025Q3: 3,091 shares; 2025Q4: 2,955 shares 2,955 $475K 0.03% -136 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,310 shares; 2024Q4: 18,362 shares; 2025Q1: 19,673 shares; 2025Q2: 17,987 shares; 2025Q3: 18,265 shares; 2025Q4: 18,579 shares 18,579 $473K 0.03% +314 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 4,642 shares; 2025Q1: 5,703 shares; 2025Q2: 4,164 shares; 2025Q3: 4,326 shares; 2025Q4: 4,286 shares 4,286 $473K 0.03% -40 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,160 shares; 2025Q1: 2,189 shares; 2025Q2: 2,153 shares; 2025Q3: 1,996 shares; 2025Q4: 1,792 shares 1,792 $470K 0.03% -204 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,468 shares; 2025Q1: 1,480 shares; 2025Q2: 1,401 shares; 2025Q3: 1,228 shares; 2025Q4: 1,206 shares 1,206 $469K 0.03% -22 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,734 shares; 2024Q4: 8,860 shares; 2025Q1: 9,783 shares; 2025Q2: 9,238 shares; 2025Q3: 9,672 shares; 2025Q4: 9,999 shares 9,999 $468K 0.03% +327 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: 5,649 shares; 2024Q4: 5,671 shares; 2025Q1: 5,911 shares; 2025Q2: 5,415 shares; 2025Q3: 4,820 shares; 2025Q4: 4,158 shares 4,158 $466K 0.03% -662 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,335 shares; 2024Q4: 58,669 shares; 2025Q1: 61,989 shares; 2025Q2: 57,919 shares; 2025Q3: 62,012 shares; 2025Q4: 63,125 shares 63,125 $462K 0.03% +1,113 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,564 shares; 2024Q4: 16,564 shares; 2025Q1: 20,876 shares; 2025Q2: 16,904 shares; 2025Q3: 24,985 shares; 2025Q4: 18,975 shares 18,975 $461K 0.03% -6,010 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,626 shares; 2024Q4: 35,335 shares; 2025Q1: 35,352 shares; 2025Q2: 33,669 shares; 2025Q3: 33,945 shares; 2025Q4: 35,022 shares 35,022 $459K 0.03% +1,077 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,583 shares; 2025Q1: 2,543 shares; 2025Q2: 2,461 shares; 2025Q3: 2,318 shares; 2025Q4: 2,233 shares 2,233 $456K 0.03% -85 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: 7,729 shares; 2024Q4: 7,893 shares; 2025Q1: 8,109 shares; 2025Q2: 7,568 shares; 2025Q3: 6,391 shares; 2025Q4: 5,756 shares 5,756 $455K 0.03% -635 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,041 shares; 2024Q4: 20,740 shares; 2025Q1: 20,377 shares; 2025Q2: 18,806 shares; 2025Q3: 18,994 shares; 2025Q4: 18,851 shares 18,851 $453K 0.03% -143 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: 3,405 shares; 2024Q4: 3,413 shares; 2025Q1: 3,882 shares; 2025Q2: 3,397 shares; 2025Q3: 3,497 shares; 2025Q4: 3,584 shares 3,584 $451K 0.03% +87 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: 2,648 shares; 2024Q4: 5,584 shares; 2025Q1: 5,839 shares; 2025Q2: 5,086 shares; 2025Q3: 4,809 shares; 2025Q4: 4,863 shares 4,863 $449K 0.03% +54 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: 4,800 shares; 2024Q4: 4,980 shares; 2025Q1: 5,133 shares; 2025Q2: 4,906 shares; 2025Q3: 4,537 shares; 2025Q4: 3,975 shares 3,975 $449K 0.03% -562 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: 19,374 shares; 2024Q4: 19,106 shares; 2025Q1: 22,632 shares; 2025Q2: 16,860 shares; 2025Q3: 11,643 shares; 2025Q4: 12,051 shares 12,051 $445K 0.03% +408 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: 10,643 shares; 2024Q4: 9,950 shares; 2025Q1: 10,789 shares; 2025Q2: 10,769 shares; 2025Q3: 10,263 shares; 2025Q4: 10,174 shares 10,174 $443K 0.03% -89 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 3,049 shares; 2025Q3: 3,052 shares; 2025Q4: 3,060 shares 3,060 $441K 0.03% +8 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: 561 shares; 2024Q4: 561 shares; 2025Q1: 595 shares; 2025Q2: 572 shares; 2025Q3: 543 shares; 2025Q4: 545 shares 545 $441K 0.03% +2 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 6,525 shares; 2025Q1: 5,369 shares; 2025Q2: 5,493 shares; 2025Q3: 4,800 shares; 2025Q4: 4,491 shares 4,491 $439K 0.03% -309 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 3,587 shares; 2025Q1: 3,851 shares; 2025Q2: 4,131 shares; 2025Q3: 4,045 shares; 2025Q4: 3,842 shares 3,842 $436K 0.03% -203 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 4,149 shares; 2025Q1: 4,683 shares; 2025Q2: 4,630 shares; 2025Q3: 4,799 shares; 2025Q4: 4,767 shares 4,767 $432K 0.03% -32 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,288 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,224 shares; 2025Q4: 1,210 shares 1,210 $428K 0.03% -14 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: 4,436 shares; 2024Q4: 4,436 shares; 2025Q1: 4,756 shares; 2025Q2: 4,444 shares; 2025Q3: 4,444 shares; 2025Q4: 4,436 shares 4,436 $427K 0.03% -8 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,478 shares; 2025Q1: 5,610 shares; 2025Q2: 5,465 shares; 2025Q3: 4,860 shares; 2025Q4: 4,988 shares 4,988 $427K 0.03% +128 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,110 shares; 2024Q4: 7,166 shares; 2025Q1: 7,375 shares; 2025Q2: 7,341 shares; 2025Q3: 7,367 shares; 2025Q4: 9,254 shares 9,254 $425K 0.03% +1,887 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: 1,744 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,741 shares; 2025Q3: 1,484 shares; 2025Q4: 1,424 shares 1,424 $421K 0.03% -60 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: 25,270 shares; 2024Q4: 29,686 shares; 2025Q1: 25,270 shares; 2025Q2: 27,154 shares; 2025Q3: 25,439 shares; 2025Q4: 25,439 shares 25,439 $419K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,400 shares; 2025Q1: 2,447 shares; 2025Q2: 2,219 shares; 2025Q3: 2,139 shares; 2025Q4: 1,690 shares 1,690 $417K 0.03% -449 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,427 shares; 2025Q1: 3,251 shares; 2025Q2: 3,214 shares; 2025Q3: 2,897 shares; 2025Q4: 2,887 shares 2,887 $416K 0.03% -10 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,746 shares; 2024Q4: 6,764 shares; 2025Q1: 6,808 shares; 2025Q2: 6,703 shares; 2025Q3: 6,181 shares; 2025Q4: 6,197 shares 6,197 $415K 0.03% +16 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,674 shares; 2025Q1: 3,619 shares; 2025Q2: 2,934 shares; 2025Q3: 2,624 shares; 2025Q4: 2,606 shares 2,606 $415K 0.03% -18 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: 3,031 shares; 2024Q4: 2,230 shares; 2025Q1: 2,644 shares; 2025Q2: 2,642 shares; 2025Q3: 2,206 shares; 2025Q4: 2,017 shares 2,017 $413K 0.03% -189 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,093 shares; 2024Q4: 11,991 shares; 2025Q1: 12,310 shares; 2025Q2: 10,593 shares; 2025Q3: 10,970 shares; 2025Q4: 10,858 shares 10,858 $412K 0.03% -112 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,597 shares; 2025Q2: 3,174 shares; 2025Q3: 2,835 shares; 2025Q4: 2,809 shares 2,809 $412K 0.03% -26 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: 577 shares; 2024Q4: 476 shares; 2025Q1: 486 shares; 2025Q2: 457 shares; 2025Q3: 412 shares; 2025Q4: 403 shares 403 $406K 0.03% -9 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: 3,289 shares; 2024Q4: 2,877 shares; 2025Q1: 3,036 shares; 2025Q2: 3,347 shares; 2025Q3: 3,200 shares; 2025Q4: 3,225 shares 3,225 $397K 0.03% +25 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: 965 shares; 2024Q4: 965 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares 1,006 $396K 0.03% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,516 shares; 2025Q1: 3,030 shares; 2025Q2: 3,022 shares; 2025Q3: 3,131 shares; 2025Q4: 3,053 shares 3,053 $396K 0.03% -78 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: 4,114 shares; 2024Q4: 4,148 shares; 2025Q1: 4,613 shares; 2025Q2: 4,553 shares; 2025Q3: 4,129 shares; 2025Q4: 4,099 shares 4,099 $393K 0.03% -30 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 824 shares; 2025Q1: 881 shares; 2025Q2: 875 shares; 2025Q3: 882 shares; 2025Q4: 884 shares 884 $393K 0.03% +2 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 747 shares; 2025Q1: 760 shares; 2025Q2: 744 shares; 2025Q3: 708 shares; 2025Q4: 684 shares 684 $392K 0.03% -24 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,425 shares; 2025Q1: 3,876 shares; 2025Q2: 3,596 shares; 2025Q3: 3,123 shares; 2025Q4: 4,823 shares 4,823 $389K 0.03% +1,700 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: 566 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 638 shares; 2025Q4: 566 shares 566 $388K 0.03% -72 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 635 shares; 2025Q1: 651 shares; 2025Q2: 641 shares; 2025Q3: 575 shares; 2025Q4: 572 shares 572 $387K 0.03% -3 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,999 shares; 2024Q4: 6,844 shares; 2025Q1: 14,253 shares; 2025Q2: 15,127 shares; 2025Q3: 13,358 shares; 2025Q4: 6,540 shares 6,540 $384K 0.03% -6,818 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: 9,054 shares; 2024Q4: 8,698 shares; 2025Q1: 9,150 shares; 2025Q2: 9,191 shares; 2025Q3: 7,997 shares; 2025Q4: 7,233 shares 7,233 $382K 0.03% -764 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: 2,701 shares; 2024Q4: 2,680 shares; 2025Q1: 2,712 shares; 2025Q2: 2,584 shares; 2025Q3: 2,315 shares; 2025Q4: 2,336 shares 2,336 $375K 0.03% +21 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: 692 shares; 2024Q4: 673 shares; 2025Q1: 682 shares; 2025Q2: 732 shares; 2025Q3: 484 shares; 2025Q4: 484 shares 484 $374K 0.03% 0 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: 5,933 shares; 2024Q4: 6,175 shares; 2025Q1: 6,361 shares; 2025Q2: 5,957 shares; 2025Q3: 5,700 shares; 2025Q4: 5,045 shares 5,045 $372K 0.03% -655 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 2,906 shares; 2025Q1: 2,906 shares; 2025Q2: 2,906 shares; 2025Q3: 2,906 shares; 2025Q4: 3,093 shares 3,093 $372K 0.03% +187 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 5,470 shares; 2025Q1: 5,783 shares; 2025Q2: 5,252 shares; 2025Q3: 4,640 shares; 2025Q4: 3,534 shares 3,534 $371K 0.03% -1,106 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: 6,694 shares; 2024Q4: 6,062 shares; 2025Q1: 6,598 shares; 2025Q2: 6,654 shares; 2025Q3: 6,275 shares; 2025Q4: 6,436 shares 6,436 $370K 0.03% +161 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,441 shares; 2025Q1: 13,605 shares; 2025Q2: 12,082 shares; 2025Q3: 12,420 shares; 2025Q4: 12,598 shares 12,598 $368K 0.03% +178 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: 1,407 shares; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,671 shares 1,671 $367K 0.02% +264 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 9,567 shares; 2025Q1: 9,675 shares; 2025Q2: 9,558 shares; 2025Q3: 9,410 shares; 2025Q4: 9,571 shares 9,571 $367K 0.02% +161 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: 6,545 shares; 2024Q4: 6,704 shares; 2025Q1: 7,227 shares; 2025Q2: 6,976 shares; 2025Q3: 6,640 shares; 2025Q4: 5,861 shares 5,861 $366K 0.02% -779 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,952 shares; 2025Q1: 1,982 shares; 2025Q2: 1,944 shares; 2025Q3: 1,778 shares; 2025Q4: 1,626 shares 1,626 $364K 0.02% -152 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: 8,334 shares; 2024Q4: 8,254 shares; 2025Q1: 8,336 shares; 2025Q2: 8,045 shares; 2025Q3: 8,276 shares; 2025Q4: 8,196 shares 8,196 $364K 0.02% -80 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: 3,210 shares; 2024Q4: 3,390 shares; 2025Q1: 3,295 shares; 2025Q2: 3,279 shares; 2025Q3: 2,939 shares; 2025Q4: 2,951 shares 2,951 $363K 0.02% +12 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: 9,391 shares; 2024Q4: 9,934 shares; 2025Q1: 11,282 shares; 2025Q2: 8,586 shares; 2025Q3: 7,922 shares; 2025Q4: 8,184 shares 8,184 $363K 0.02% +262 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 5,225 shares; 2025Q2: 4,429 shares; 2025Q3: 4,603 shares; 2025Q4: 4,670 shares 4,670 $361K 0.02% +67 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: 21,997 shares; 2024Q4: 22,325 shares; 2025Q1: 22,939 shares; 2025Q2: 21,166 shares; 2025Q3: 21,148 shares; 2025Q4: 20,805 shares 20,805 $361K 0.02% -343 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 2,876 shares; 2025Q1: 2,943 shares; 2025Q2: 3,028 shares; 2025Q3: 3,065 shares; 2025Q4: 2,888 shares 2,888 $360K 0.02% -177 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: 2,565 shares; 2024Q4: 2,298 shares; 2025Q1: 2,246 shares; 2025Q2: 2,199 shares; 2025Q3: 2,168 shares; 2025Q4: 2,183 shares 2,183 $356K 0.02% +15 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: 2,738 shares; 2024Q4: 2,461 shares; 2025Q1: 2,608 shares; 2025Q2: 2,284 shares; 2025Q3: 1,670 shares; 2025Q4: 1,637 shares 1,637 $355K 0.02% -33 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 4,283 shares; 2025Q1: 4,992 shares; 2025Q2: 5,086 shares; 2025Q3: 5,187 shares; 2025Q4: 4,801 shares 4,801 $354K 0.02% -386 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: 5,034 shares; 2024Q4: 5,065 shares; 2025Q1: 5,083 shares; 2025Q2: 4,600 shares; 2025Q3: 4,033 shares; 2025Q4: 4,047 shares 4,047 $353K 0.02% +14 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,449 shares; 2025Q1: 4,813 shares; 2025Q2: 4,473 shares; 2025Q3: 3,039 shares; 2025Q4: 2,708 shares 2,708 $353K 0.02% -331 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,420 shares; 2025Q1: 2,244 shares; 2025Q2: 2,347 shares; 2025Q3: 2,542 shares; 2025Q4: 2,526 shares 2,526 $348K 0.02% -16 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 56 shares; 2025Q3: 50 shares; 2025Q4: 48 shares 48 $346K 0.02% -2 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 7,181 shares; 2025Q1: 6,731 shares; 2025Q2: 5,880 shares; 2025Q3: 6,144 shares; 2025Q4: 5,342 shares 5,342 $340K 0.02% -802 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,233 shares; 2025Q4: 4,272 shares 4,272 $338K 0.02% +39 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: 1,331 shares; 2024Q4: 2,757 shares; 2025Q1: 2,925 shares; 2025Q2: 3,129 shares; 2025Q3: 2,042 shares; 2025Q4: 1,832 shares 1,832 $337K 0.02% -210 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 13,845 shares; 2025Q1: 15,444 shares; 2025Q2: 8,279 shares; 2025Q3: 4,792 shares; 2025Q4: 3,778 shares 3,778 $336K 0.02% -1,014 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 5,137 shares; 2025Q1: 6,123 shares; 2025Q2: 5,967 shares; 2025Q3: 6,171 shares; 2025Q4: 6,099 shares 6,099 $336K 0.02% -72 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,055 shares; 2025Q1: 1,056 shares; 2025Q2: 1,041 shares; 2025Q3: 1,043 shares; 2025Q4: 1,030 shares 1,030 $329K 0.02% -13 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,165 shares; 2025Q1: 1,157 shares; 2025Q2: 1,151 shares; 2025Q3: 972 shares; 2025Q4: 966 shares 966 $328K 0.02% -6 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 685 shares; 2025Q1: 781 shares; 2025Q2: 729 shares; 2025Q3: 769 shares; 2025Q4: 678 shares 678 $326K 0.02% -91 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 3,172 shares; 2025Q1: 3,089 shares; 2025Q2: 3,372 shares; 2025Q3: 2,962 shares; 2025Q4: 3,027 shares 3,027 $324K 0.02% +65 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: 5,040 shares; 2024Q4: 5,304 shares; 2025Q1: 5,581 shares; 2025Q2: 5,451 shares; 2025Q3: 3,725 shares; 2025Q4: 3,852 shares 3,852 $320K 0.02% +127 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 939 shares; 2025Q1: 953 shares; 2025Q2: 919 shares; 2025Q3: 804 shares; 2025Q4: 718 shares 718 $320K 0.02% -86 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 3,061 shares; 2025Q1: 3,071 shares; 2025Q2: 2,473 shares; 2025Q3: 2,174 shares; 2025Q4: 2,107 shares 2,107 $317K 0.02% -67 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: 8,181 shares; 2024Q4: 8,947 shares; 2025Q1: 8,532 shares; 2025Q2: 6,844 shares; 2025Q3: 6,261 shares; 2025Q4: 4,954 shares 4,954 $316K 0.02% -1,307 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: 4,231 shares; 2024Q4: 4,367 shares; 2025Q1: 4,379 shares; 2025Q2: 4,157 shares; 2025Q3: 3,671 shares; 2025Q4: 3,696 shares 3,696 $315K 0.02% +25 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,029 shares; 2025Q1: 1,073 shares; 2025Q2: 1,039 shares; 2025Q3: 1,024 shares; 2025Q4: 847 shares 847 $313K 0.02% -177 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: 2,923 shares; 2024Q4: not reported; 2025Q1: 3,257 shares; 2025Q2: 3,483 shares; 2025Q3: 3,774 shares; 2025Q4: 4,049 shares 4,049 $313K 0.02% +275 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: 10,645 shares; 2025Q3: 10,495 shares; 2025Q4: 7,158 shares 7,158 $312K 0.02% -3,337 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,056 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares 1,081 $312K 0.02% 0 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: 2,268 shares; 2024Q4: 2,453 shares; 2025Q1: 2,465 shares; 2025Q2: 2,363 shares; 2025Q3: 2,219 shares; 2025Q4: 2,252 shares 2,252 $310K 0.02% +33 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 3,729 shares; 2025Q1: 54,697 shares; 2025Q2: 157,706 shares; 2025Q3: 3,685 shares; 2025Q4: 3,685 shares 3,685 $308K 0.02% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 2,323 shares; 2025Q1: 2,207 shares; 2025Q2: 2,181 shares; 2025Q3: 1,998 shares; 2025Q4: 1,955 shares 1,955 $306K 0.02% -43 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: 6,872 shares; 2024Q4: 6,872 shares; 2025Q1: 6,872 shares; 2025Q2: 6,872 shares; 2025Q3: 6,872 shares; 2025Q4: 6,872 shares 6,872 $305K 0.02% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,326 shares; 2025Q1: 1,517 shares; 2025Q2: 1,524 shares; 2025Q3: 1,522 shares; 2025Q4: 1,440 shares 1,440 $304K 0.02% -82 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,121 shares; 2025Q1: 5,163 shares; 2025Q2: 4,905 shares; 2025Q3: 4,658 shares; 2025Q4: 4,118 shares 4,118 $303K 0.02% -540 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,686 shares; 2025Q1: 3,846 shares; 2025Q2: 3,685 shares; 2025Q3: 3,684 shares; 2025Q4: 3,543 shares 3,543 $301K 0.02% -141 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,379 shares; 2025Q1: 1,379 shares; 2025Q2: 1,394 shares; 2025Q3: 1,224 shares; 2025Q4: 1,185 shares 1,185 $299K 0.02% -39 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,538 shares 2,538 $298K 0.02% +46 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: 578 shares; 2024Q4: 571 shares; 2025Q1: 557 shares; 2025Q2: 545 shares; 2025Q3: 490 shares; 2025Q4: 490 shares 490 $296K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,706 shares; 2025Q1: 1,716 shares; 2025Q2: 1,695 shares; 2025Q3: 1,533 shares; 2025Q4: 1,458 shares 1,458 $296K 0.02% -75 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $295K 0.02% 0 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: 8,253 shares; 2024Q4: 8,188 shares; 2025Q1: 8,330 shares; 2025Q2: 7,958 shares; 2025Q3: 6,746 shares; 2025Q4: 6,446 shares 6,446 $294K 0.02% -300 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,656 shares; 2025Q1: 1,458 shares; 2025Q2: 1,406 shares; 2025Q3: 1,316 shares; 2025Q4: 1,296 shares 1,296 $292K 0.02% -20 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: 1,274 shares; 2024Q4: 1,121 shares; 2025Q1: 1,116 shares; 2025Q2: 1,030 shares; 2025Q3: 1,023 shares; 2025Q4: 1,009 shares 1,009 $291K 0.02% -14 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,691 shares; 2025Q1: 1,615 shares; 2025Q2: 1,541 shares; 2025Q3: 1,540 shares; 2025Q4: 1,497 shares 1,497 $291K 0.02% -43 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: 2,103 shares; 2024Q4: 10,515 shares; 2025Q1: 10,785 shares; 2025Q2: 7,357 shares; 2025Q3: 6,166 shares; 2025Q4: 5,810 shares 5,810 $291K 0.02% -356 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,528 shares; 2025Q1: 2,523 shares; 2025Q2: 2,395 shares; 2025Q3: 2,137 shares; 2025Q4: 2,127 shares 2,127 $289K 0.02% -10 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 3,017 shares; 2025Q1: 3,492 shares; 2025Q2: 3,337 shares; 2025Q3: 3,074 shares; 2025Q4: 3,271 shares 3,271 $289K 0.02% +197 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,706 shares; 2024Q4: 5,089 shares; 2025Q1: 5,089 shares; 2025Q2: 4,564 shares; 2025Q3: 4,530 shares; 2025Q4: 4,631 shares 4,631 $287K 0.02% +101 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: 6,333 shares; 2024Q4: 6,365 shares; 2025Q1: 6,348 shares; 2025Q2: 6,315 shares; 2025Q3: 5,185 shares; 2025Q4: 4,906 shares 4,906 $286K 0.02% -279 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: 1,664 shares; 2024Q4: 1,665 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,447 shares; 2025Q4: 1,466 shares 1,466 $286K 0.02% +19 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,639 shares; 2024Q4: 10,802 shares; 2025Q1: 11,504 shares; 2025Q2: 10,232 shares; 2025Q3: 8,067 shares; 2025Q4: 7,435 shares 7,435 $285K 0.02% -632 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,177 shares; 2025Q1: 1,174 shares; 2025Q2: 1,143 shares; 2025Q3: 1,029 shares; 2025Q4: 995 shares 995 $284K 0.02% -34 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: 1,472 shares; 2024Q4: 1,512 shares; 2025Q1: 1,579 shares; 2025Q2: 1,324 shares; 2025Q3: 1,368 shares; 2025Q4: 1,406 shares 1,406 $283K 0.02% +38 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: 1,612 shares; 2024Q4: 1,614 shares; 2025Q1: 1,675 shares; 2025Q2: 1,660 shares; 2025Q3: 1,684 shares; 2025Q4: 1,729 shares 1,729 $282K 0.02% +45 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: 2,072 shares; 2024Q4: 1,622 shares; 2025Q1: 1,658 shares; 2025Q2: 1,645 shares; 2025Q3: 1,410 shares; 2025Q4: 1,370 shares 1,370 $281K 0.02% -40 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: 1,606 shares; 2024Q4: 1,928 shares; 2025Q1: 1,951 shares; 2025Q2: 1,951 shares; 2025Q3: 1,632 shares; 2025Q4: 1,647 shares 1,647 $279K 0.02% +15 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,267 shares; 2024Q4: 25,845 shares; 2025Q1: 26,464 shares; 2025Q2: 24,866 shares; 2025Q3: 24,344 shares; 2025Q4: 23,434 shares 23,434 $278K 0.02% -910 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,587 shares; 2024Q4: 52,804 shares; 2025Q1: 65,389 shares; 2025Q2: 54,529 shares; 2025Q3: 51,557 shares; 2025Q4: 52,359 shares 52,359 $278K 0.02% +802 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 752 shares 752 $277K 0.02% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 3,503 shares; 2025Q1: 4,650 shares; 2025Q2: 4,684 shares; 2025Q3: 4,335 shares; 2025Q4: 4,118 shares 4,118 $277K 0.02% -217 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: 5,110 shares; 2024Q4: 3,403 shares; 2025Q1: not reported; 2025Q2: 2,999 shares; 2025Q3: 2,998 shares; 2025Q4: 3,219 shares 3,219 $269K 0.02% +221 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: 3,234 shares; 2024Q4: not reported; 2025Q1: 3,348 shares; 2025Q2: 3,083 shares; 2025Q3: 3,083 shares; 2025Q4: 3,100 shares 3,100 $268K 0.02% +17 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: 1,689 shares; 2024Q4: 2,142 shares; 2025Q1: 2,462 shares; 2025Q2: 2,121 shares; 2025Q3: 2,067 shares; 2025Q4: 2,113 shares 2,113 $267K 0.02% +46 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,303 shares; 2025Q1: 3,286 shares; 2025Q2: 3,224 shares; 2025Q3: 3,093 shares; 2025Q4: 2,704 shares 2,704 $267K 0.02% -389 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: 6,778 shares; 2024Q4: 6,921 shares; 2025Q1: 6,263 shares; 2025Q2: 5,451 shares; 2025Q3: 5,357 shares; 2025Q4: 4,438 shares 4,438 $266K 0.02% -919 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 128 shares; 2025Q2: 122 shares; 2025Q3: 124 shares; 2025Q4: 124 shares 124 $265K 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,667 shares; 2025Q1: 1,727 shares; 2025Q2: 1,623 shares; 2025Q3: 1,519 shares; 2025Q4: 1,579 shares 1,579 $265K 0.02% +60 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,968 shares 4,968 $264K 0.02% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,251 shares; 2025Q1: 4,838 shares; 2025Q2: 4,699 shares; 2025Q3: 4,723 shares; 2025Q4: 4,775 shares 4,775 $261K 0.02% +52 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: 4,538 shares; 2024Q4: 4,875 shares; 2025Q1: 5,642 shares; 2025Q2: 4,961 shares; 2025Q3: 4,590 shares; 2025Q4: 4,430 shares 4,430 $260K 0.02% -160 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,756 shares; 2025Q1: 2,974 shares; 2025Q2: 2,906 shares; 2025Q3: 2,672 shares; 2025Q4: 2,449 shares 2,449 $258K 0.02% -223 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: 1,179 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,121 shares; 2025Q3: 1,070 shares; 2025Q4: 1,063 shares 1,063 $258K 0.02% -7 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: not reported; 2025Q1: 2,639 shares; 2025Q2: 2,648 shares; 2025Q3: 2,854 shares; 2025Q4: 2,883 shares 2,883 $257K 0.02% +29 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,889 shares; 2025Q1: 6,259 shares; 2025Q2: 5,307 shares; 2025Q3: 5,666 shares; 2025Q4: 5,722 shares 5,722 $256K 0.02% +56 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: 4,130 shares; 2024Q4: 4,194 shares; 2025Q1: 4,169 shares; 2025Q2: 4,334 shares; 2025Q3: 4,227 shares; 2025Q4: 3,653 shares 3,653 $256K 0.02% -574 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: 2,583 shares; 2024Q4: 2,381 shares; 2025Q1: 2,334 shares; 2025Q2: 1,863 shares; 2025Q3: 1,542 shares; 2025Q4: 1,308 shares 1,308 $254K 0.02% -234 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,455 shares; 2025Q1: 5,273 shares; 2025Q2: 3,637 shares; 2025Q3: 2,677 shares; 2025Q4: 2,539 shares 2,539 $252K 0.02% -138 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,730 shares; 2025Q1: 2,055 shares; 2025Q2: 1,847 shares; 2025Q3: 2,077 shares; 2025Q4: 1,952 shares 1,952 $252K 0.02% -125 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,466 shares; 2025Q1: 1,799 shares; 2025Q2: 2,320 shares; 2025Q3: 1,281 shares; 2025Q4: 1,301 shares 1,301 $252K 0.02% +20 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 7,118 shares; 2025Q1: 8,715 shares; 2025Q2: 8,759 shares; 2025Q3: 9,107 shares; 2025Q4: 8,439 shares 8,439 $249K 0.02% -668 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: 3,830 shares; 2024Q4: 3,740 shares; 2025Q1: 4,283 shares; 2025Q2: 4,159 shares; 2025Q3: 3,614 shares; 2025Q4: 3,646 shares 3,646 $245K 0.02% +32 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,711 shares; 2025Q1: 3,680 shares; 2025Q2: 3,657 shares; 2025Q3: 3,657 shares; 2025Q4: 3,327 shares 3,327 $245K 0.02% -330 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: not reported; 2025Q1: 3,558 shares; 2025Q2: 3,524 shares; 2025Q3: 3,875 shares; 2025Q4: 3,809 shares 3,809 $244K 0.02% -66 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: 987 shares; 2024Q4: 987 shares; 2025Q1: 1,063 shares; 2025Q2: 1,069 shares; 2025Q3: 965 shares; 2025Q4: 962 shares 962 $241K 0.02% -3 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,093 shares; 2025Q1: not reported; 2025Q2: 1,062 shares; 2025Q3: 1,056 shares; 2025Q4: 1,005 shares 1,005 $241K 0.02% -51 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 3,446 shares; 2025Q1: 3,467 shares; 2025Q2: 3,508 shares; 2025Q3: 3,247 shares; 2025Q4: 3,005 shares 3,005 $239K 0.02% -242 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: 319 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339 shares; 2025Q3: 266 shares; 2025Q4: 264 shares 264 $239K 0.02% -2 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 6,459 shares; 2025Q1: 7,023 shares; 2025Q2: 6,291 shares; 2025Q3: 6,723 shares; 2025Q4: 6,261 shares 6,261 $238K 0.02% -462 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,499 shares; 2025Q1: 4,840 shares; 2025Q2: 4,321 shares; 2025Q3: 4,324 shares; 2025Q4: 3,768 shares 3,768 $238K 0.02% -556 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,731 shares 2,731 $237K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 8,054 shares; 2025Q1: 8,030 shares; 2025Q2: 6,217 shares; 2025Q3: 5,811 shares; 2025Q4: 4,911 shares 4,911 $237K 0.02% -900 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: 891 shares; 2024Q4: 886 shares; 2025Q1: 892 shares; 2025Q2: 833 shares; 2025Q3: 739 shares; 2025Q4: 722 shares 722 $237K 0.02% -17 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: not reported; 2024Q4: not reported; 2025Q1: 718 shares; 2025Q2: 669 shares; 2025Q3: 682 shares; 2025Q4: 663 shares 663 $237K 0.02% -19 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: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,867 shares; 2025Q2: 1,921 shares; 2025Q3: 1,692 shares; 2025Q4: 1,732 shares 1,732 $236K 0.02% +40 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,980 shares; 2025Q3: 2,199 shares; 2025Q4: 2,080 shares 2,080 $235K 0.02% -119 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: 3,726 shares; 2025Q2: 3,736 shares; 2025Q3: 3,800 shares; 2025Q4: 3,898 shares 3,898 $234K 0.02% +98 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 2,196 shares; 2025Q2: not reported; 2025Q3: 2,291 shares; 2025Q4: 2,342 shares 2,342 $234K 0.02% +51 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,122 shares; 2025Q1: 3,286 shares; 2025Q2: 3,227 shares; 2025Q3: 2,471 shares; 2025Q4: 1,856 shares 1,856 $233K 0.02% -615 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 3,579 shares; 2025Q1: 3,732 shares; 2025Q2: 3,823 shares; 2025Q3: 3,058 shares; 2025Q4: 2,915 shares 2,915 $231K 0.02% -143 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: 10,487 shares; 2024Q4: 11,311 shares; 2025Q1: 11,358 shares; 2025Q2: 12,234 shares; 2025Q3: 9,592 shares; 2025Q4: 8,788 shares 8,788 $231K 0.02% -804 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,316 shares; 2024Q4: 13,919 shares; 2025Q1: 16,307 shares; 2025Q2: 16,040 shares; 2025Q3: 12,940 shares; 2025Q4: 11,403 shares 11,403 $231K 0.02% -1,537 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,976 shares; 2025Q2: 1,595 shares; 2025Q3: 1,472 shares; 2025Q4: 1,274 shares 1,274 $231K 0.02% -198 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 952 shares; 2025Q4: 959 shares 959 $231K 0.02% +7 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: 1,643 shares; 2024Q4: 1,613 shares; 2025Q1: 1,576 shares; 2025Q2: 1,485 shares; 2025Q3: 1,256 shares; 2025Q4: 1,326 shares 1,326 $230K 0.02% +70 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 179 shares; 2025Q3: not reported; 2025Q4: 165 shares 165 $230K 0.02% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,225 shares; 2024Q4: 31,126 shares; 2025Q1: 29,194 shares; 2025Q2: 28,207 shares; 2025Q3: 28,630 shares; 2025Q4: 28,463 shares 28,463 $230K 0.02% -167 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: 2,230 shares; 2024Q4: 1,894 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,637 shares; 2025Q4: 1,540 shares 1,540 $229K 0.02% -97 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: 1,153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 1,238 shares 1,238 $225K 0.02% -67 Timeline