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: 874,961 shares; 2024Q4: 878,490 shares; 2025Q1: 912,732 shares; 2025Q2: 919,590 shares; 2025Q3: 957,255 shares; 2025Q4: 982,395 shares 982,395 $475M 9.92% +25,140 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: 380,682 shares; 2024Q4: 379,135 shares; 2025Q1: 382,685 shares; 2025Q2: 381,529 shares; 2025Q3: 394,978 shares; 2025Q4: 396,550 shares 396,550 $342M 7.14% +1,572 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: 923,806 shares; 2024Q4: 924,321 shares; 2025Q1: 947,453 shares; 2025Q2: 979,793 shares; 2025Q3: 1,012,856 shares; 2025Q4: 1,031,898 shares 1,031,898 $334M 6.98% +19,042 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: 1,288,841 shares; 2024Q4: 1,295,652 shares; 2025Q1: 1,300,389 shares; 2025Q2: 1,299,135 shares; 2025Q3: 1,353,587 shares; 2025Q4: 1,355,672 shares 1,355,672 $287M 6% +2,085 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: 377,596 shares; 2024Q4: 377,747 shares; 2025Q1: 388,306 shares; 2025Q2: 401,254 shares; 2025Q3: 408,399 shares; 2025Q4: 413,178 shares 413,178 $236M 4.93% +4,779 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: 592,872 shares; 2024Q4: 595,409 shares; 2025Q1: 643,435 shares; 2025Q2: 651,378 shares; 2025Q3: 667,398 shares; 2025Q4: 665,338 shares 665,338 $229M 4.78% -2,060 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: 579,305 shares; 2024Q4: 636,499 shares; 2025Q1: 678,756 shares; 2025Q2: 692,603 shares; 2025Q3: 765,795 shares; 2025Q4: 768,670 shares 768,670 $199M 4.15% +2,875 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: 42,148 shares; 2024Q4: 64,807 shares; 2025Q1: 1,381,687 shares; 2025Q2: 1,451,424 shares; 2025Q3: 1,457,640 shares; 2025Q4: 1,334,749 shares 1,334,749 $180M 3.77% -122,891 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: 448,386 shares; 2024Q4: 448,670 shares; 2025Q1: 447,619 shares; 2025Q2: 443,020 shares; 2025Q3: 484,923 shares; 2025Q4: 473,474 shares 473,474 $140M 2.93% -11,449 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: 476,461 shares; 2024Q4: 486,691 shares; 2025Q1: 553,555 shares; 2025Q2: 560,331 shares; 2025Q3: 656,569 shares; 2025Q4: 611,350 shares 611,350 $139M 2.91% -45,219 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: 722,163 shares; 2024Q4: 718,858 shares; 2025Q1: 714,511 shares; 2025Q2: 699,092 shares; 2025Q3: 698,405 shares; 2025Q4: 691,274 shares 691,274 $130M 2.72% -7,131 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: not reported; 2024Q4: not reported; 2025Q1: 147,663 shares; 2025Q2: 329,699 shares; 2025Q3: 330,844 shares; 2025Q4: 330,400 shares 330,400 $122M 2.55% -444 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: 1,416,738 shares; 2024Q4: 1,578,321 shares; 2025Q1: 1,617,193 shares; 2025Q2: 1,631,218 shares; 2025Q3: 1,657,149 shares; 2025Q4: 1,638,327 shares 1,638,327 $115M 2.4% -18,822 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: 23,511 shares; 2024Q4: 32,892 shares; 2025Q1: 49,399 shares; 2025Q2: 25,728 shares; 2025Q3: 61,565 shares; 2025Q4: 478,758 shares 478,758 $111M 2.31% +417,193 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: 90,922 shares; 2024Q4: 96,286 shares; 2025Q1: 102,811 shares; 2025Q2: 103,558 shares; 2025Q3: 107,461 shares; 2025Q4: 1,172,761 shares 1,172,761 $110M 2.3% +1,065,300 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: 213,306 shares; 2024Q4: 213,023 shares; 2025Q1: 226,388 shares; 2025Q2: 252,048 shares; 2025Q3: 260,746 shares; 2025Q4: 211,023 shares 211,023 $108M 2.25% -49,723 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: 28,355 shares; 2024Q4: 29,062 shares; 2025Q1: 27,864 shares; 2025Q2: 197,399 shares; 2025Q3: 379,398 shares; 2025Q4: 314,334 shares 314,334 $69.1M 1.44% -65,064 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: 486 shares; 2024Q4: 492 shares; 2025Q1: 9,253 shares; 2025Q2: 7,726 shares; 2025Q3: 17,604 shares; 2025Q4: 102,662 shares 102,662 $67.8M 1.42% +85,058 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: 197,808 shares; 2024Q4: 194,282 shares; 2025Q1: 204,105 shares; 2025Q2: 169,364 shares; 2025Q3: 184,187 shares; 2025Q4: 211,423 shares 211,423 $67.3M 1.41% +27,236 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: 760,922 shares; 2024Q4: 1,032,325 shares; 2025Q1: 1,086,607 shares; 2025Q2: 1,500,600 shares; 2025Q3: 1,630,609 shares; 2025Q4: 827,866 shares 827,866 $66M 1.38% -802,743 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: 14,694 shares; 2024Q4: 14,469 shares; 2025Q1: 14,189 shares; 2025Q2: 15,841 shares; 2025Q3: 15,841 shares; 2025Q4: 18,617 shares 18,617 $63.1M 1.32% +2,776 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: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 6,859 shares; 2025Q3: 17,702 shares; 2025Q4: 246,506 shares 246,506 $59.7M 1.25% +228,804 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: 2,273 shares; 2024Q4: 920 shares; 2025Q1: 68,449 shares; 2025Q2: 63,489 shares; 2025Q3: 63,653 shares; 2025Q4: 63,929 shares 63,929 $56.2M 1.17% +276 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: 113,999 shares; 2024Q4: 110,848 shares; 2025Q1: 103,704 shares; 2025Q2: 103,114 shares; 2025Q3: 106,217 shares; 2025Q4: 106,205 shares 106,205 $49.4M 1.03% -12 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,762 shares; 2024Q4: 2,590 shares; 2025Q1: 1,145 shares; 2025Q2: 1,061 shares; 2025Q3: 76,641 shares; 2025Q4: 111,830 shares 111,830 $46.6M 0.97% +35,189 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: 106,960 shares; 2024Q4: 190,754 shares; 2025Q1: 370,047 shares; 2025Q2: 474,587 shares; 2025Q3: 348,479 shares; 2025Q4: 344,614 shares 344,614 $43M 0.9% -3,865 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: 132,295 shares; 2024Q4: 138,141 shares; 2025Q1: 178,718 shares; 2025Q2: 160,806 shares; 2025Q3: 103,301 shares; 2025Q4: 83,239 shares 83,239 $41.8M 0.87% -20,062 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: 159,297 shares; 2024Q4: 181,940 shares; 2025Q1: 150,306 shares; 2025Q2: 97,220 shares; 2025Q3: 126,539 shares; 2025Q4: 128,728 shares 128,728 $40.3M 0.84% +2,189 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: 258,057 shares; 2024Q4: 272,447 shares; 2025Q1: 260,352 shares; 2025Q2: 212,113 shares; 2025Q3: 216,326 shares; 2025Q4: 216,211 shares 216,211 $38.4M 0.8% -115 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: 28,152 shares; 2024Q4: 27,280 shares; 2025Q1: 26,696 shares; 2025Q2: 404,901 shares; 2025Q3: 404,927 shares; 2025Q4: 405,512 shares 405,512 $37M 0.77% +585 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,479 shares 132,479 $30M 0.63% new 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: 44,513 shares; 2024Q4: 48,061 shares; 2025Q1: 47,967 shares; 2025Q2: 53,617 shares; 2025Q3: 50,444 shares; 2025Q4: 48,124 shares 48,124 $27.9M 0.58% -2,320 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: 253,849 shares; 2024Q4: 252,330 shares; 2025Q1: 99,651 shares; 2025Q2: 69,043 shares; 2025Q3: 95,238 shares; 2025Q4: 99,979 shares 99,979 $27.2M 0.57% +4,741 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: 24,518 shares; 2024Q4: 23,988 shares; 2025Q1: 29,489 shares; 2025Q2: 43,014 shares; 2025Q3: 47,997 shares; 2025Q4: 155,542 shares 155,542 $27M 0.56% +107,545 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: 276,838 shares; 2024Q4: 317,609 shares; 2025Q1: 220,205 shares; 2025Q2: 199,493 shares; 2025Q3: 208,283 shares; 2025Q4: 262,772 shares 262,772 $25.2M 0.53% +54,489 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: 142,174 shares; 2024Q4: 142,170 shares; 2025Q1: 143,033 shares; 2025Q2: 147,563 shares; 2025Q3: 164,070 shares; 2025Q4: 163,704 shares 163,704 $25.2M 0.53% -366 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: 56,426 shares; 2024Q4: 52,849 shares; 2025Q1: 54,528 shares; 2025Q2: 56,439 shares; 2025Q3: 99,022 shares; 2025Q4: 65,646 shares 65,646 $23M 0.48% -33,376 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: 56,348 shares; 2024Q4: 56,346 shares; 2025Q1: 62,310 shares; 2025Q2: 62,534 shares; 2025Q3: 72,339 shares; 2025Q4: 73,124 shares 73,124 $22.9M 0.48% +785 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 9,057 shares; 2025Q1: 9,033 shares; 2025Q2: 301,524 shares; 2025Q3: 310,936 shares; 2025Q4: 146,284 shares 146,284 $22.4M 0.47% -164,652 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 5,375 shares; 2025Q1: 22,244 shares; 2025Q2: 18,156 shares; 2025Q3: 28,444 shares; 2025Q4: 29,329 shares 29,329 $20M 0.42% +885 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: 45,516 shares; 2024Q4: 45,516 shares; 2025Q1: 45,516 shares; 2025Q2: 44,807 shares; 2025Q3: 44,775 shares; 2025Q4: 44,514 shares 44,514 $14.9M 0.31% -261 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: 37,336 shares; 2024Q4: 35,827 shares; 2025Q1: 37,408 shares; 2025Q2: 39,131 shares; 2025Q3: 48,327 shares; 2025Q4: 47,401 shares 47,401 $14.5M 0.3% -926 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: 15,450 shares; 2024Q4: 15,520 shares; 2025Q1: 19,941 shares; 2025Q2: 22,355 shares; 2025Q3: 40,094 shares; 2025Q4: 42,074 shares 42,074 $13.6M 0.28% +1,980 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,177 shares; 2024Q4: 23,435 shares; 2025Q1: 65,055 shares; 2025Q2: 133,893 shares; 2025Q3: 134,293 shares; 2025Q4: 57,019 shares 57,019 $13.4M 0.28% -77,274 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: 42,759 shares; 2024Q4: 41,758 shares; 2025Q1: 42,037 shares; 2025Q2: 30,514 shares; 2025Q3: 35,413 shares; 2025Q4: 36,801 shares 36,801 $12.7M 0.27% +1,388 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: 18,239 shares; 2024Q4: not reported; 2025Q1: 12,302 shares; 2025Q2: 498 shares; 2025Q3: 18,652 shares; 2025Q4: 18,681 shares 18,681 $11.6M 0.24% +29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246,392 shares 246,392 $11.4M 0.24% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,268 shares; 2025Q4: 107,268 shares 107,268 $11M 0.23% 0 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: 417,708 shares; 2024Q4: 601,638 shares; 2025Q1: 540,132 shares; 2025Q2: 249,331 shares; 2025Q3: 189,804 shares; 2025Q4: 174,385 shares 174,385 $10.9M 0.23% -15,419 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: 2,837 shares; 2024Q4: 2,879 shares; 2025Q1: 3,138 shares; 2025Q2: 3,157 shares; 2025Q3: 12,489 shares; 2025Q4: 10,051 shares 10,051 $10.8M 0.23% -2,438 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: 23,822 shares; 2024Q4: 23,679 shares; 2025Q1: 18,832 shares; 2025Q2: 15,583 shares; 2025Q3: 15,032 shares; 2025Q4: 15,060 shares 15,060 $10.2M 0.21% +28 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,592 shares; 2024Q4: 84,900 shares; 2025Q1: 108,063 shares; 2025Q2: 108,063 shares; 2025Q3: 160,502 shares; 2025Q4: 192,030 shares 192,030 $9.81M 0.2% +31,528 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: not reported; 2024Q4: not reported; 2025Q1: 14,467 shares; 2025Q2: 18,534 shares; 2025Q3: 61,884 shares; 2025Q4: 61,780 shares 61,780 $9.42M 0.2% -104 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: 24,550 shares; 2024Q4: 24,550 shares; 2025Q1: 24,550 shares; 2025Q2: 24,550 shares; 2025Q3: 24,550 shares; 2025Q4: 24,550 shares 24,550 $9.17M 0.19% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,797 shares; 2024Q4: 155,578 shares; 2025Q1: 52,747 shares; 2025Q2: 55,022 shares; 2025Q3: 54,455 shares; 2025Q4: 52,613 shares 52,613 $8.49M 0.18% -1,842 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,964 shares; 2025Q1: 130,233 shares; 2025Q2: 145,521 shares; 2025Q3: 218,279 shares; 2025Q4: 218,200 shares 218,200 $8.35M 0.17% -79 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: 6,190 shares; 2024Q4: 6,569 shares; 2025Q1: 8,280 shares; 2025Q2: 10,149 shares; 2025Q3: 38,519 shares; 2025Q4: 40,130 shares 40,130 $8.3M 0.17% +1,611 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: 26,683 shares; 2024Q4: 23,243 shares; 2025Q1: 25,263 shares; 2025Q2: 25,122 shares; 2025Q3: 25,120 shares; 2025Q4: 21,602 shares 21,602 $7.64M 0.16% -3,518 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,818 shares; 2025Q4: 91,995 shares 91,995 $7.24M 0.15% +39,177 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: 20,939 shares; 2024Q4: 12,514 shares; 2025Q1: 22,026 shares; 2025Q2: 19,579 shares; 2025Q3: 36,734 shares; 2025Q4: 37,898 shares 37,898 $7.07M 0.15% +1,164 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,225 shares; 2024Q4: 303,666 shares; 2025Q1: 302,092 shares; 2025Q2: 688,572 shares; 2025Q3: 681,972 shares; 2025Q4: 318,050 shares 318,050 $6.93M 0.14% -363,922 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: 4,594 shares; 2024Q4: 4,734 shares; 2025Q1: 7,233 shares; 2025Q2: 8,353 shares; 2025Q3: 34,560 shares; 2025Q4: 35,978 shares 35,978 $6.6M 0.14% +1,418 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,695 shares; 2024Q4: 12,440 shares; 2025Q1: 12,158 shares; 2025Q2: 13,032 shares; 2025Q3: 14,617 shares; 2025Q4: 12,783 shares 12,783 $6.53M 0.14% -1,834 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: 513 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,059 shares; 2025Q3: 11,059 shares; 2025Q4: 11,059 shares 11,059 $6.34M 0.13% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,462 shares; 2024Q4: 47,723 shares; 2025Q1: 37,211 shares; 2025Q2: 27,497 shares; 2025Q3: 27,559 shares; 2025Q4: 26,971 shares 26,971 $6.24M 0.13% -588 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY 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: 13,265 shares; 2025Q4: 136,091 shares 136,091 $6.03M 0.13% +122,826 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: 38,540 shares; 2024Q4: 36,677 shares; 2025Q1: 37,545 shares; 2025Q2: 37,184 shares; 2025Q3: 38,215 shares; 2025Q4: 39,215 shares 39,215 $6.02M 0.13% +1,000 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: 14,344 shares; 2024Q4: 14,320 shares; 2025Q1: 16,997 shares; 2025Q2: 21,455 shares; 2025Q3: 21,829 shares; 2025Q4: 22,100 shares 22,100 $5.99M 0.13% +271 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,400 shares; 2024Q4: 167,534 shares; 2025Q1: 119,606 shares; 2025Q2: 122,584 shares; 2025Q3: 119,680 shares; 2025Q4: 118,168 shares 118,168 $5.91M 0.12% -1,512 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,398 shares; 2025Q4: 28,678 shares 28,678 $5.65M 0.12% +3,280 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: 2,428 shares; 2024Q4: 2,438 shares; 2025Q1: 3,052 shares; 2025Q2: 3,001 shares; 2025Q3: 5,029 shares; 2025Q4: 5,178 shares 5,178 $5.54M 0.12% +149 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 82,118 shares; 2025Q1: 101,254 shares; 2025Q2: 101,254 shares; 2025Q3: 102,254 shares; 2025Q4: 107,162 shares 107,162 $5.43M 0.11% +4,908 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,042 shares; 2024Q4: 120,588 shares; 2025Q1: 103,624 shares; 2025Q2: 19,260 shares; 2025Q3: 16,475 shares; 2025Q4: 12,841 shares 12,841 $5.18M 0.11% -3,634 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,619 shares; 2025Q4: 41,619 shares 41,619 $5.01M 0.1% 0 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: not reported; 2024Q4: 5,046 shares; 2025Q1: 5,363 shares; 2025Q2: 11,620 shares; 2025Q3: 38,713 shares; 2025Q4: 86,701 shares 86,701 $4.77M 0.1% +47,988 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,444 shares; 2024Q4: 29,103 shares; 2025Q1: 28,711 shares; 2025Q2: 39,926 shares; 2025Q3: 41,956 shares; 2025Q4: 52,107 shares 52,107 $4.69M 0.1% +10,151 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: 9,097 shares; 2024Q4: 9,107 shares; 2025Q1: 30,077 shares; 2025Q2: 39,297 shares; 2025Q3: 42,344 shares; 2025Q4: 41,737 shares 41,737 $4.65M 0.1% -607 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,463 shares; 2025Q1: 2,159 shares; 2025Q2: 1,113 shares; 2025Q3: 3,285 shares; 2025Q4: 14,943 shares 14,943 $4.54M 0.09% +11,658 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 6,448 shares; 2025Q4: 9,531 shares 9,531 $4.23M 0.09% +3,083 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,326 shares; 2024Q4: 64,777 shares; 2025Q1: 61,458 shares; 2025Q2: 50,540 shares; 2025Q3: 47,582 shares; 2025Q4: 50,719 shares 50,719 $4.16M 0.09% +3,137 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: 15,077 shares; 2024Q4: 15,146 shares; 2025Q1: 14,235 shares; 2025Q2: 14,907 shares; 2025Q3: 15,196 shares; 2025Q4: 15,718 shares 15,718 $4.04M 0.08% +522 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,562 shares; 2024Q4: 6,708 shares; 2025Q1: 6,882 shares; 2025Q2: 7,682 shares; 2025Q3: 7,315 shares; 2025Q4: 7,312 shares 7,312 $4.03M 0.08% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168,247 shares; 2025Q3: 112,101 shares; 2025Q4: 46,443 shares 46,443 $3.91M 0.08% -65,658 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,710 shares; 2025Q3: 32,702 shares; 2025Q4: 32,702 shares 32,702 $3.8M 0.08% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,254 shares; 2025Q4: 2,244 shares 2,244 $3.79M 0.08% -10 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: 14,573 shares; 2024Q4: 14,573 shares; 2025Q1: 13,636 shares; 2025Q2: 14,564 shares; 2025Q3: 15,644 shares; 2025Q4: 16,480 shares 16,480 $3.77M 0.08% +836 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: 5,483 shares; 2024Q4: 5,790 shares; 2025Q1: 5,790 shares; 2025Q2: 19,938 shares; 2025Q3: 73,586 shares; 2025Q4: 59,721 shares 59,721 $3.73M 0.08% -13,865 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 663 shares 663 $3.55M 0.07% -257 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,842 shares; 2025Q4: 7,302 shares 7,302 $3.55M 0.07% -540 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: not reported; 2025Q1: 4,661 shares; 2025Q2: 27,010 shares; 2025Q3: 37,669 shares; 2025Q4: 28,399 shares 28,399 $3.42M 0.07% -9,270 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,661 shares; 2025Q4: 93,407 shares 93,407 $3.26M 0.07% +10,746 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: 49,252 shares; 2024Q4: 54,766 shares; 2025Q1: 32,990 shares; 2025Q2: 38,282 shares; 2025Q3: 9,603 shares; 2025Q4: 9,546 shares 9,546 $3.15M 0.07% -57 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,134 shares 5,134 $3.14M 0.07% new Timeline ITA 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: 1,510 shares; 2025Q2: not reported; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares 14,500 $3.11M 0.07% 0 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: 20,677 shares; 2024Q4: 21,035 shares; 2025Q1: 21,724 shares; 2025Q2: 21,685 shares; 2025Q3: 25,916 shares; 2025Q4: 24,297 shares 24,297 $3.04M 0.06% -1,619 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,722 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337,500 shares; 2025Q3: 480,000 shares; 2025Q4: 532,500 shares 532,500 $2.96M 0.06% +52,500 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: 5,619 shares; 2024Q4: 5,718 shares; 2025Q1: 5,179 shares; 2025Q2: 4,469 shares; 2025Q3: 4,592 shares; 2025Q4: 4,459 shares 4,459 $2.95M 0.06% -133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,420 shares; 2025Q4: 16,420 shares 16,420 $2.91M 0.06% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 13,663 shares 13,663 $2.84M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,775 shares; 2025Q4: 9,775 shares 9,775 $2.84M 0.06% 0 Timeline WELLS FARGO & CO 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: 239 shares; 2024Q4: 1,144 shares; 2025Q1: 959 shares; 2025Q2: 849 shares; 2025Q3: 1,209 shares; 2025Q4: 2,124 shares 2,124 $2.57M 0.05% +915 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: 6,599 shares; 2024Q4: 6,599 shares; 2025Q1: 5,895 shares; 2025Q2: 6,061 shares; 2025Q3: 6,034 shares; 2025Q4: 5,788 shares 5,788 $2.47M 0.05% -246 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,836 shares; 2025Q3: 3,798 shares; 2025Q4: 3,585 shares 3,585 $2.42M 0.05% -213 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 16,500 shares; 2025Q2: 1,500 shares; 2025Q3: 3,821 shares; 2025Q4: 12,596 shares 12,596 $2.41M 0.05% +8,775 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: not reported; 2024Q4: not reported; 2025Q1: 1,618 shares; 2025Q2: 2,157 shares; 2025Q3: 14,953 shares; 2025Q4: 14,762 shares 14,762 $2.39M 0.05% -191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,730 shares; 2025Q4: 5,730 shares 5,730 $2.27M 0.05% 0 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: 3,740 shares; 2024Q4: 3,247 shares; 2025Q1: 3,946 shares; 2025Q2: 4,136 shares; 2025Q3: 4,841 shares; 2025Q4: 4,310 shares 4,310 $2.25M 0.05% -531 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares 2,753 $2.23M 0.05% 0 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: 8,966 shares; 2024Q4: 7,898 shares; 2025Q1: 7,898 shares; 2025Q2: 8,886 shares; 2025Q3: 40,186 shares; 2025Q4: 31,396 shares 31,396 $2.19M 0.05% -8,790 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 158,221 shares; 2025Q4: 159,471 shares 159,471 $2.14M 0.04% +1,250 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,500 shares; 2025Q4: 21,500 shares 21,500 $2.02M 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: 8,557 shares; 2025Q3: 11,759 shares; 2025Q4: 10,884 shares 10,884 $1.93M 0.04% -875 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,986 shares; 2025Q4: 8,986 shares 8,986 $1.9M 0.04% 0 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: 3,125 shares; 2024Q4: 3,079 shares; 2025Q1: 3,077 shares; 2025Q2: 3,044 shares; 2025Q3: 3,840 shares; 2025Q4: 3,840 shares 3,840 $1.88M 0.04% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,500 shares; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 43,000 shares 43,000 $1.84M 0.04% +21,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,189 shares; 2025Q4: 5,737 shares 5,737 $1.84M 0.04% -4,452 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: not reported; 2024Q4: not reported; 2025Q1: 4,527 shares; 2025Q2: 4,340 shares; 2025Q3: 8,403 shares; 2025Q4: 9,220 shares 9,220 $1.8M 0.04% +817 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: 1,733 shares; 2024Q4: 1,883 shares; 2025Q1: 3,153 shares; 2025Q2: 2,201 shares; 2025Q3: 9,743 shares; 2025Q4: 10,443 shares 10,443 $1.79M 0.04% +700 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: 17,513 shares; 2024Q4: 17,699 shares; 2025Q1: 20,914 shares; 2025Q2: 10,073 shares; 2025Q3: 27,413 shares; 2025Q4: 12,115 shares 12,115 $1.74M 0.04% -15,298 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 39,942 shares; 2025Q2: 32,585 shares; 2025Q3: 38,683 shares; 2025Q4: 24,744 shares 24,744 $1.72M 0.04% -13,939 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,929 shares; 2025Q4: 16,757 shares 16,757 $1.71M 0.04% -8,172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,435 shares; 2025Q4: 5,435 shares 5,435 $1.67M 0.03% 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: 6,362 shares; 2024Q4: 6,362 shares; 2025Q1: 5,962 shares; 2025Q2: 6,015 shares; 2025Q3: 6,407 shares; 2025Q4: 6,486 shares 6,486 $1.67M 0.03% +79 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: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 2,043 shares; 2025Q2: 2,054 shares; 2025Q3: 6,454 shares; 2025Q4: 6,504 shares 6,504 $1.6M 0.03% +50 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: 1,658 shares; 2024Q4: 1,658 shares; 2025Q1: 3,317 shares; 2025Q2: 3,462 shares; 2025Q3: 8,127 shares; 2025Q4: 8,157 shares 8,157 $1.59M 0.03% +30 Timeline ACWI 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: 11,224 shares 11,224 $1.59M 0.03% new 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: 28,022 shares; 2024Q4: 25,747 shares; 2025Q1: 3,184 shares; 2025Q2: 7,641 shares; 2025Q3: 13,129 shares; 2025Q4: 15,076 shares 15,076 $1.59M 0.03% +1,947 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: 8,340 shares; 2025Q1: 9,345 shares; 2025Q2: 8,020 shares; 2025Q3: 9,220 shares; 2025Q4: 9,220 shares 9,220 $1.58M 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,418 shares; 2025Q2: 2,457 shares; 2025Q3: 6,904 shares; 2025Q4: 7,207 shares 7,207 $1.48M 0.03% +303 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: 4,817 shares; 2024Q4: 1,720 shares; 2025Q1: 2,096 shares; 2025Q2: 1,059 shares; 2025Q3: 3,207 shares; 2025Q4: 4,195 shares 4,195 $1.41M 0.03% +988 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: not reported; 2024Q4: not reported; 2025Q1: 2,127 shares; 2025Q2: 2,312 shares; 2025Q3: 11,328 shares; 2025Q4: 12,093 shares 12,093 $1.38M 0.03% +765 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: 37,843 shares; 2024Q4: 36,674 shares; 2025Q1: 27,572 shares; 2025Q2: 27,820 shares; 2025Q3: 8,203 shares; 2025Q4: 9,258 shares 9,258 $1.33M 0.03% +1,055 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 17,874 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,500 shares 33,500 $1.32M 0.03% new Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,960 shares; 2025Q3: 73,960 shares; 2025Q4: 49,606 shares 49,606 $1.3M 0.03% -24,354 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,500 shares; 2024Q4: 23,500 shares; 2025Q1: 23,500 shares; 2025Q2: 23,500 shares; 2025Q3: 23,717 shares; 2025Q4: 23,717 shares 23,717 $1.3M 0.03% 0 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: 4,827 shares; 2024Q4: 29,025 shares; 2025Q1: 3,111 shares; 2025Q2: 11,460 shares; 2025Q3: not reported; 2025Q4: 25,397 shares 25,397 $1.29M 0.03% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,814 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,000 shares; 2025Q4: 40,000 shares 40,000 $1.28M 0.03% +1,000 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: 11,465 shares; 2024Q4: 12,086 shares; 2025Q1: 12,086 shares; 2025Q2: 12,315 shares; 2025Q3: 16,685 shares; 2025Q4: 13,732 shares 13,732 $1.28M 0.03% -2,953 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: not reported; 2024Q4: not reported; 2025Q1: 2,072 shares; 2025Q2: 4,789 shares; 2025Q3: 9,163 shares; 2025Q4: 7,682 shares 7,682 $1.23M 0.03% -1,481 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: 9,962 shares; 2024Q4: 9,962 shares; 2025Q1: 11,586 shares; 2025Q2: 10,840 shares; 2025Q3: 14,986 shares; 2025Q4: 15,093 shares 15,093 $1.21M 0.03% +107 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: 2,999 shares; 2024Q4: 2,934 shares; 2025Q1: 3,486 shares; 2025Q2: 3,057 shares; 2025Q3: 3,363 shares; 2025Q4: 3,427 shares 3,427 $1.2M 0.03% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,147 shares; 2025Q4: 22,107 shares 22,107 $1.19M 0.02% -40 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,342 shares; 2025Q3: 9,275 shares; 2025Q4: 9,275 shares 9,275 $1.14M 0.02% 0 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: 1,307 shares; 2024Q4: 1,432 shares; 2025Q1: 1,682 shares; 2025Q2: 2,056 shares; 2025Q3: 2,841 shares; 2025Q4: 3,401 shares 3,401 $1.11M 0.02% +560 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: 15,970 shares; 2024Q4: 15,970 shares; 2025Q1: 13,693 shares; 2025Q2: 27,450 shares; 2025Q3: 27,386 shares; 2025Q4: 27,386 shares 27,386 $1.1M 0.02% 0 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: 955 shares; 2024Q4: 1,677 shares; 2025Q1: 1,731 shares; 2025Q2: 1,903 shares; 2025Q3: 1,926 shares; 2025Q4: 1,743 shares 1,743 $1.09M 0.02% -183 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: 2,491 shares; 2024Q4: 2,581 shares; 2025Q1: 2,659 shares; 2025Q2: 2,930 shares; 2025Q3: 3,537 shares; 2025Q4: 3,987 shares 3,987 $1.07M 0.02% +450 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: 3,177 shares; 2024Q4: 3,395 shares; 2025Q1: 3,429 shares; 2025Q2: 3,465 shares; 2025Q3: 4,439 shares; 2025Q4: 4,412 shares 4,412 $1.06M 0.02% -27 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: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 8,656 shares; 2025Q3: 7,864 shares; 2025Q4: 7,840 shares 7,840 $1.04M 0.02% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,333 shares 20,333 $1.02M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares 9,500 $1.02M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 812 shares; 2025Q2: 2,219 shares; 2025Q3: 2,790 shares; 2025Q4: 2,770 shares 2,770 $977K 0.02% -20 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: 56,357 shares; 2024Q4: 55,535 shares; 2025Q1: 61,052 shares; 2025Q2: 33,689 shares; 2025Q3: 34,761 shares; 2025Q4: 6,325 shares 6,325 $969K 0.02% -28,436 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: 9,604 shares; 2024Q4: 10,041 shares; 2025Q1: 9,544 shares; 2025Q2: 41,012 shares; 2025Q3: 82,531 shares; 2025Q4: 17,804 shares 17,804 $950K 0.02% -64,727 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,981 shares; 2025Q3: not reported; 2025Q4: 2,855 shares 2,855 $949K 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 3,219 shares; 2025Q1: 3,256 shares; 2025Q2: 3,240 shares; 2025Q3: 4,934 shares; 2025Q4: 5,006 shares 5,006 $929K 0.02% +72 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,303 shares 12,303 $928K 0.02% new 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: 3,816 shares; 2024Q4: 3,816 shares; 2025Q1: 3,816 shares; 2025Q2: 3,830 shares; 2025Q3: 3,816 shares; 2025Q4: 4,316 shares 4,316 $901K 0.02% +500 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: 12,950 shares; 2024Q4: 12,950 shares; 2025Q1: 12,950 shares; 2025Q2: 14,020 shares; 2025Q3: 18,102 shares; 2025Q4: 18,102 shares 18,102 $891K 0.02% 0 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: 466,036 shares; 2024Q4: 550,738 shares; 2025Q1: 62,879 shares; 2025Q2: 15,464 shares; 2025Q3: 15,340 shares; 2025Q4: 12,033 shares 12,033 $886K 0.02% -3,307 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: 7,389 shares; 2024Q4: 1,712 shares; 2025Q1: 1,005 shares; 2025Q2: 1,345 shares; 2025Q3: 1,824 shares; 2025Q4: 1,824 shares 1,824 $882K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,700 shares; 2025Q3: 9,020 shares; 2025Q4: 9,020 shares 9,020 $874K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,309 shares; 2025Q4: 1,331 shares 1,331 $870K 0.02% +22 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: 3,089 shares; 2024Q4: 3,089 shares; 2025Q1: 2,641 shares; 2025Q2: 3,162 shares; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares 2,991 $864K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 692 shares; 2025Q2: 741 shares; 2025Q3: 1,034 shares; 2025Q4: 1,511 shares 1,511 $856K 0.02% +477 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: 36,149 shares; 2024Q4: 100,341 shares; 2025Q1: 2,210 shares; 2025Q2: 1,705 shares; 2025Q3: 2,830 shares; 2025Q4: 2,731 shares 2,731 $852K 0.02% -99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,900 shares; 2025Q4: 11,900 shares 11,900 $850K 0.02% 0 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: 3,507 shares; 2024Q4: 7,611 shares; 2025Q1: 6,628 shares; 2025Q2: not reported; 2025Q3: 12,149 shares; 2025Q4: 11,457 shares 11,457 $842K 0.02% -692 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,423 shares; 2025Q4: 10,788 shares 10,788 $831K 0.02% +1,365 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: 46,733 shares; 2024Q4: 46,733 shares; 2025Q1: 46,733 shares; 2025Q2: 46,836 shares; 2025Q3: 46,733 shares; 2025Q4: 46,733 shares 46,733 $811K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,954 shares; 2025Q3: 3,544 shares; 2025Q4: 5,496 shares 5,496 $775K 0.02% +1,952 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,023 shares; 2025Q4: 3,023 shares 3,023 $774K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,309 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares 1,561 $762K 0.02% 0 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: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 818 shares; 2025Q4: 1,098 shares 1,098 $752K 0.02% +280 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,030 shares; 2025Q4: 9,187 shares 9,187 $746K 0.02% +3,157 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 5,174 shares; 2025Q1: 5,174 shares; 2025Q2: 11,654 shares; 2025Q3: 11,654 shares; 2025Q4: 10,666 shares 10,666 $740K 0.02% -988 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,319 shares; 2025Q4: 8,332 shares 8,332 $737K 0.02% +13 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,300 shares; 2025Q1: 34,200 shares; 2025Q2: 31,360 shares; 2025Q3: 29,910 shares; 2025Q4: 29,910 shares 29,910 $729K 0.02% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,760 shares; 2025Q3: 15,760 shares; 2025Q4: 15,760 shares 15,760 $726K 0.02% 0 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: 3,634 shares; 2024Q4: 2,899 shares; 2025Q1: 4,112 shares; 2025Q2: 4,814 shares; 2025Q3: 4,801 shares; 2025Q4: 4,760 shares 4,760 $720K 0.02% -41 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: 2,300 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,250 shares; 2025Q3: 5,147 shares; 2025Q4: 5,147 shares 5,147 $710K 0.01% 0 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: 3,281 shares; 2024Q4: 3,281 shares; 2025Q1: 3,281 shares; 2025Q2: 3,410 shares; 2025Q3: 6,988 shares; 2025Q4: 7,336 shares 7,336 $704K 0.01% +348 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 4,500 shares; 2025Q2: 4,639 shares; 2025Q3: 4,889 shares; 2025Q4: 4,889 shares 4,889 $695K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,212 shares; 2025Q2: 1,323 shares; 2025Q3: 2,343 shares; 2025Q4: 2,343 shares 2,343 $673K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 2,919 shares; 2025Q1: 2,603 shares; 2025Q2: 3,580 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares 3,163 $671K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares 2,201 $652K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,905 shares; 2024Q4: 44,857 shares; 2025Q1: 45,326 shares; 2025Q2: 42,558 shares; 2025Q3: 27,451 shares; 2025Q4: 23,540 shares 23,540 $620K 0.01% -3,911 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,651 shares; 2025Q4: 10,605 shares 10,605 $619K 0.01% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,670 shares; 2025Q4: 7,711 shares 7,711 $609K 0.01% +41 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,796 shares 6,796 $608K 0.01% new 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: 820 shares; 2024Q4: 820 shares; 2025Q1: 980 shares; 2025Q2: 1,438 shares; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares 1,351 $601K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares 2,048 $585K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 665 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares 1,297 $583K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,230 shares; 2025Q2: 1,247 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares 1,246 $582K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,759 shares; 2025Q1: 2,392 shares; 2025Q2: 2,460 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares 1,214 $575K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,969 shares; 2025Q4: 1,969 shares 1,969 $562K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares 1,528 $550K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,572 shares 1,572 $531K 0.01% +104 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: 9,631 shares; 2024Q4: 9,631 shares; 2025Q1: 12,881 shares; 2025Q2: 9,652 shares; 2025Q3: 9,562 shares; 2025Q4: 9,562 shares 9,562 $516K 0.01% 0 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: not reported; 2024Q4: 6,165 shares; 2025Q1: 6,165 shares; 2025Q2: 6,165 shares; 2025Q3: 6,165 shares; 2025Q4: 6,165 shares 6,165 $515K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,293 shares; 2025Q4: 5,293 shares 5,293 $514K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares 1,322 $507K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,351 shares; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares 1,902 $504K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,875 shares; 2025Q4: 2,043 shares 2,043 $503K 0.01% +168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,030 shares; 2025Q4: 4,030 shares 4,030 $483K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,626 shares; 2025Q4: 2,369 shares 2,369 $463K 0.01% +743 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: 1,436,244 shares; 2024Q4: 1,480,956 shares; 2025Q1: 100,630 shares; 2025Q2: 16,713 shares; 2025Q3: 11,837 shares; 2025Q4: 12,697 shares 12,697 $460K 0.01% +860 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,540 shares; 2025Q2: 4,540 shares; 2025Q3: 6,688 shares; 2025Q4: 6,688 shares 6,688 $457K 0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,880 shares; 2025Q4: 5,880 shares 5,880 $444K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,519 shares; 2024Q4: 4,519 shares; 2025Q1: 4,519 shares; 2025Q2: 5,303 shares; 2025Q3: 5,694 shares; 2025Q4: 5,551 shares 5,551 $435K 0.01% -143 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,651 shares; 2024Q4: 179,405 shares; 2025Q1: 44,606 shares; 2025Q2: 3,078 shares; 2025Q3: 3,068 shares; 2025Q4: 3,068 shares 3,068 $418K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,400 shares; 2025Q4: 3,530 shares 3,530 $412K 0.01% +130 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: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,367 shares; 2025Q3: 1,349 shares; 2025Q4: 1,489 shares 1,489 $407K 0.01% +140 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 5,402 shares; 2025Q4: 5,360 shares 5,360 $404K 0.01% -42 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: 3,536 shares; 2024Q4: 3,536 shares; 2025Q1: 5,128 shares; 2025Q2: 4,313 shares; 2025Q3: 4,501 shares; 2025Q4: 4,121 shares 4,121 $386K 0.01% -380 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,664 shares; 2024Q4: 302,013 shares; 2025Q1: 90,990 shares; 2025Q2: 90,829 shares; 2025Q3: 106,966 shares; 2025Q4: 7,422 shares 7,422 $386K 0.01% -99,544 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,700 shares 5,700 $382K 0.01% new 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: 17,299 shares; 2024Q4: 16,980 shares; 2025Q1: 4,699 shares; 2025Q2: 4,944 shares; 2025Q3: 3,768 shares; 2025Q4: 3,025 shares 3,025 $381K 0.01% -743 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $369K 0.01% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,196 shares; 2025Q3: 5,196 shares; 2025Q4: 5,196 shares 5,196 $369K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares; 2025Q4: 3,628 shares 3,628 $362K 0.01% +140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,728 shares; 2025Q4: 14,548 shares 14,548 $361K 0.01% +2,820 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,910 shares; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares 3,021 $356K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,186 shares; 2025Q3: 1,575 shares; 2025Q4: 1,712 shares 1,712 $351K 0.01% +137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 571 shares 571 $351K 0.01% +30 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,387 shares; 2025Q1: 5,387 shares; 2025Q2: 5,387 shares; 2025Q3: 5,387 shares; 2025Q4: 7,494 shares 7,494 $350K 0.01% +2,107 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,662 shares; 2024Q4: 7,662 shares; 2025Q1: 7,662 shares; 2025Q2: 7,662 shares; 2025Q3: 7,662 shares; 2025Q4: 7,662 shares 7,662 $348K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,897 shares 2,897 $348K 0.01% new Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,303 shares; 2024Q4: 7,983 shares; 2025Q1: 7,983 shares; 2025Q2: 7,983 shares; 2025Q3: 7,983 shares; 2025Q4: 7,063 shares 7,063 $347K 0.01% -920 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,520 shares; 2024Q4: 85,520 shares; 2025Q1: 70,520 shares; 2025Q2: 70,520 shares; 2025Q3: 37,020 shares; 2025Q4: 37,020 shares 37,020 $341K 0.01% 0 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: 1,693 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,652 shares; 2025Q3: 1,825 shares; 2025Q4: 1,523 shares 1,523 $341K 0.01% -302 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,096 shares 2,096 $340K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,109 shares; 2025Q4: 2,101 shares 2,101 $336K 0.01% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 767 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares 1,249 $328K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 1,882 shares; 2025Q1: 1,928 shares; 2025Q2: 1,882 shares; 2025Q3: 2,045 shares; 2025Q4: 1,845 shares 1,845 $324K 0.01% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,764 shares 1,764 $318K 0.01% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares 1,462 $313K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,058 shares 1,058 $313K 0.01% new Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,067 shares; 2024Q4: 9,067 shares; 2025Q1: 9,067 shares; 2025Q2: 9,067 shares; 2025Q3: 7,572 shares; 2025Q4: 4,533 shares 4,533 $311K 0.01% -3,039 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: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 530 shares 530 $304K 0.01% -77 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,252 shares; 2025Q4: 2,278 shares 2,278 $298K 0.01% +26 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares 1,413 $297K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $294K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,095 shares; 2025Q3: 1,092 shares; 2025Q4: 1,170 shares 1,170 $294K 0.01% +78 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,435 shares 4,435 $293K 0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,431 shares 3,431 $290K 0.01% new 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: not reported; 2024Q4: 1,966 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares; 2025Q4: 1,966 shares 1,966 $283K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,175 shares; 2024Q4: 11,455 shares; 2025Q1: 11,178 shares; 2025Q2: 9,306 shares; 2025Q3: 5,270 shares; 2025Q4: 4,149 shares 4,149 $279K 0.01% -1,121 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares 317 $279K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON 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: 27,000 shares; 2025Q4: 27,000 shares 27,000 $273K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares 504 $269K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 408 shares; 2025Q4: 351 shares 351 $265K 0.01% -57 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares 2,565 $263K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,110 shares 2,110 $259K 0.01% new Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,697 shares; 2025Q1: 2,697 shares; 2025Q2: 3,007 shares; 2025Q3: 3,007 shares; 2025Q4: 3,007 shares 3,007 $256K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,219 shares; 2025Q4: 2,179 shares 2,179 $255K 0.01% -40 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 492 shares 492 $251K 0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,005 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $251K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,133 shares; 2025Q3: 1,132 shares; 2025Q4: 1,108 shares 1,108 $251K 0.01% -24 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares 860 $248K 0.01% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,384 shares 2,384 $246K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,516 shares 2,516 $246K 0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares 1,903 $245K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,185 shares; 2025Q4: 2,185 shares 2,185 $244K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $244K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,988 shares; 2024Q4: 73,861 shares; 2025Q1: 30,278 shares; 2025Q2: 49,483 shares; 2025Q3: 30,916 shares; 2025Q4: 6,212 shares 6,212 $243K 0.01% -24,704 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,802 shares 3,802 $242K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022 shares; 2025Q4: 980 shares 980 $242K 0.01% -42 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 424 shares 424 $241K 0.01% new 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: 1,714 shares; 2024Q4: not reported; 2025Q1: 1,714 shares; 2025Q2: 1,731 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares 1,714 $236K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,343 shares; 2025Q4: 5,014 shares 5,014 $231K <0.01% +1,671 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,622 shares 2,622 $224K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares 2,205 $220K <0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 699 shares 699 $220K <0.01% new Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 4,608 shares 4,608 $220K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,303 shares; 2025Q3: 1,270 shares; 2025Q4: 755 shares 755 $219K <0.01% -515 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,533 shares; 2025Q1: 10,325 shares; 2025Q2: 10,325 shares; 2025Q3: 10,325 shares; 2025Q4: 10,325 shares 10,325 $217K <0.01% 0 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: 206 shares; 2024Q4: 178 shares; 2025Q1: 1,845 shares; 2025Q2: 979 shares; 2025Q3: 656 shares; 2025Q4: 29 shares 29 $211K <0.01% -627 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares 1,550 $205K <0.01% new Timeline VLUE 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: 1,500 shares 1,500 $205K <0.01% new Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,796 shares; 2025Q1: 3,796 shares; 2025Q2: not reported; 2025Q3: 3,796 shares; 2025Q4: 3,796 shares 3,796 $205K <0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares 1,419 $204K <0.01% new Timeline