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: 1,056,838 shares; 2024Q4: 1,054,033 shares; 2025Q1: 1,023,943 shares; 2025Q2: 1,024,392 shares; 2025Q3: 1,017,956 shares; 2025Q4: 1,016,084 shares 1,016,084 $500M 6.37% -1,872 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108,681 shares; 2024Q4: 2,163,588 shares; 2025Q1: 2,143,783 shares; 2025Q2: 2,109,740 shares; 2025Q3: 2,094,165 shares; 2025Q4: 2,117,942 shares 2,117,942 $407M 5.19% +23,777 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: 501,175 shares; 2024Q4: 676,064 shares; 2025Q1: 654,674 shares; 2025Q2: 658,277 shares; 2025Q3: 640,805 shares; 2025Q4: 644,156 shares 644,156 $307M 3.91% +3,351 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: 900,678 shares; 2024Q4: 970,615 shares; 2025Q1: 926,612 shares; 2025Q2: 921,480 shares; 2025Q3: 942,821 shares; 2025Q4: 911,166 shares 911,166 $249M 3.17% -31,655 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: 1,217,845 shares; 2024Q4: 1,182,831 shares; 2025Q1: 1,400,119 shares; 2025Q2: 1,728,286 shares; 2025Q3: 1,885,633 shares; 2025Q4: 2,037,050 shares 2,037,050 $183M 2.33% +151,417 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: 847,549 shares; 2024Q4: 822,212 shares; 2025Q1: 792,246 shares; 2025Q2: 777,889 shares; 2025Q3: 785,889 shares; 2025Q4: 800,045 shares 800,045 $171M 2.18% +14,156 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: 959,011 shares; 2024Q4: 912,832 shares; 2025Q1: 864,215 shares; 2025Q2: 889,680 shares; 2025Q3: 899,557 shares; 2025Q4: 893,813 shares 893,813 $168M 2.14% -5,744 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: 94,506 shares; 2024Q4: 146,658 shares; 2025Q1: 155,241 shares; 2025Q2: 208,832 shares; 2025Q3: 222,920 shares; 2025Q4: 256,152 shares 256,152 $162M 2.06% +33,232 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,012 shares; 2024Q4: 441,119 shares; 2025Q1: 952,977 shares; 2025Q2: 1,479,230 shares; 2025Q3: 1,842,394 shares; 2025Q4: 2,158,395 shares 2,158,395 $160M 2.04% +316,001 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,869 shares; 2024Q4: 535,846 shares; 2025Q1: 512,280 shares; 2025Q2: 513,229 shares; 2025Q3: 510,225 shares; 2025Q4: 523,404 shares 523,404 $160M 2.03% +13,179 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,957,167 shares; 2024Q4: 3,134,225 shares; 2025Q1: 2,860,469 shares; 2025Q2: 2,757,780 shares; 2025Q3: 2,746,914 shares; 2025Q4: 2,920,472 shares 2,920,472 $157M 2% +173,558 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,891 shares; 2024Q4: 322,963 shares; 2025Q1: 298,662 shares; 2025Q2: 314,788 shares; 2025Q3: 318,862 shares; 2025Q4: 312,019 shares 312,019 $152M 1.94% -6,843 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: 2,732,196 shares; 2024Q4: 2,563,270 shares; 2025Q1: 2,477,929 shares; 2025Q2: 2,407,713 shares; 2025Q3: 2,196,757 shares; 2025Q4: 1,971,365 shares 1,971,365 $109M 1.39% -225,392 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: 216,599 shares; 2024Q4: 146,565 shares; 2025Q1: 138,310 shares; 2025Q2: 139,195 shares; 2025Q3: 138,598 shares; 2025Q4: 136,512 shares 136,512 $94.2M 1.2% -2,086 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: 382,429 shares; 2024Q4: 370,191 shares; 2025Q1: 349,537 shares; 2025Q2: 376,895 shares; 2025Q3: 380,992 shares; 2025Q4: 370,101 shares 370,101 $86.1M 1.1% -10,891 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: 383,542 shares; 2024Q4: 388,500 shares; 2025Q1: 400,743 shares; 2025Q2: 395,517 shares; 2025Q3: 389,893 shares; 2025Q4: 398,421 shares 398,421 $84.4M 1.08% +8,528 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: 132,061 shares; 2024Q4: 133,593 shares; 2025Q1: 354,845 shares; 2025Q2: 357,716 shares; 2025Q3: 355,025 shares; 2025Q4: 354,325 shares 354,325 $84.3M 1.07% -700 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: 1,502,108 shares; 2024Q4: 1,527,650 shares; 2025Q1: 1,394,581 shares; 2025Q2: 1,371,357 shares; 2025Q3: 1,361,737 shares; 2025Q4: 1,329,679 shares 1,329,679 $83.5M 1.06% -32,058 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: 275,540 shares; 2024Q4: 251,379 shares; 2025Q1: 237,899 shares; 2025Q2: 236,123 shares; 2025Q3: 238,617 shares; 2025Q4: 236,189 shares 236,189 $74.1M 0.94% -2,428 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,354 shares; 2024Q4: 970,845 shares; 2025Q1: 984,172 shares; 2025Q2: 1,021,283 shares; 2025Q3: 1,040,999 shares; 2025Q4: 1,090,462 shares 1,090,462 $73.5M 0.94% +49,463 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762,156 shares; 2024Q4: 1,841,039 shares; 2025Q1: 1,620,289 shares; 2025Q2: 1,515,519 shares; 2025Q3: 1,329,809 shares; 2025Q4: 1,426,283 shares 1,426,283 $71.5M 0.91% +96,474 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: 198,294 shares; 2024Q4: 222,986 shares; 2025Q1: 205,867 shares; 2025Q2: 203,662 shares; 2025Q3: 199,716 shares; 2025Q4: 207,438 shares 207,438 $70.1M 0.89% +7,722 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: 356,256 shares; 2024Q4: 354,649 shares; 2025Q1: 350,791 shares; 2025Q2: 348,451 shares; 2025Q3: 342,189 shares; 2025Q4: 362,087 shares 362,087 $70M 0.89% +19,898 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027,277 shares; 2024Q4: 1,024,925 shares; 2025Q1: 1,019,555 shares; 2025Q2: 1,009,455 shares; 2025Q3: 946,289 shares; 2025Q4: 928,475 shares 928,475 $69.4M 0.88% -17,814 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770,151 shares; 2024Q4: 3,178,300 shares; 2025Q1: 3,037,697 shares; 2025Q2: 2,859,928 shares; 2025Q3: 2,793,442 shares; 2025Q4: 2,751,843 shares 2,751,843 $66.6M 0.85% -41,599 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: 224,219 shares; 2024Q4: 215,324 shares; 2025Q1: 198,393 shares; 2025Q2: 200,988 shares; 2025Q3: 207,385 shares; 2025Q4: 207,551 shares 207,551 $65.3M 0.83% +166 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903,191 shares; 2024Q4: 1,882,153 shares; 2025Q1: 1,592,768 shares; 2025Q2: 1,395,734 shares; 2025Q3: 1,310,816 shares; 2025Q4: 1,301,006 shares 1,301,006 $61.1M 0.78% -9,810 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 83 shares; 2025Q1: 82 shares; 2025Q2: 81 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $60.4M 0.77% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,653 shares; 2024Q4: 162,151 shares; 2025Q1: 154,363 shares; 2025Q2: 138,988 shares; 2025Q3: 136,447 shares; 2025Q4: 143,474 shares 143,474 $54M 0.69% +7,027 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: 88,611 shares; 2024Q4: 85,195 shares; 2025Q1: 82,170 shares; 2025Q2: 84,663 shares; 2025Q3: 83,609 shares; 2025Q4: 80,948 shares 80,948 $53.9M 0.69% -2,661 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: 105,302 shares; 2024Q4: 107,288 shares; 2025Q1: 105,220 shares; 2025Q2: 107,135 shares; 2025Q3: 107,883 shares; 2025Q4: 106,867 shares 106,867 $53.8M 0.69% -1,016 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: 166,026 shares; 2024Q4: 175,435 shares; 2025Q1: 169,559 shares; 2025Q2: 173,323 shares; 2025Q3: 170,702 shares; 2025Q4: 165,515 shares 165,515 $53.5M 0.68% -5,187 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: 500,956 shares; 2024Q4: 496,589 shares; 2025Q1: 478,525 shares; 2025Q2: 445,816 shares; 2025Q3: 431,975 shares; 2025Q4: 420,047 shares 420,047 $52.2M 0.66% -11,928 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: 147,943 shares; 2024Q4: 139,168 shares; 2025Q1: 148,645 shares; 2025Q2: 148,856 shares; 2025Q3: 149,814 shares; 2025Q4: 146,949 shares 146,949 $51.5M 0.66% -2,865 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: 549,620 shares; 2024Q4: 543,307 shares; 2025Q1: 529,583 shares; 2025Q2: 522,233 shares; 2025Q3: 530,480 shares; 2025Q4: 515,056 shares 515,056 $49.7M 0.63% -15,424 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,683 shares; 2024Q4: 263,739 shares; 2025Q1: 239,696 shares; 2025Q2: 178,520 shares; 2025Q3: 178,501 shares; 2025Q4: 184,004 shares 184,004 $47.9M 0.61% +5,503 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,592 shares; 2024Q4: 235,553 shares; 2025Q1: 230,968 shares; 2025Q2: 236,711 shares; 2025Q3: 236,397 shares; 2025Q4: 244,290 shares 244,290 $44.6M 0.57% +7,893 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,014 shares; 2024Q4: 356,662 shares; 2025Q1: 358,211 shares; 2025Q2: 358,411 shares; 2025Q3: 358,858 shares; 2025Q4: 394,513 shares 394,513 $41.1M 0.52% +35,655 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,506 shares; 2024Q4: 1,091,745 shares; 2025Q1: 1,070,787 shares; 2025Q2: 1,328,370 shares; 2025Q3: 1,360,107 shares; 2025Q4: 1,379,427 shares 1,379,427 $38.1M 0.49% +19,320 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: 91,609 shares; 2024Q4: 82,617 shares; 2025Q1: 81,272 shares; 2025Q2: 78,931 shares; 2025Q3: 84,526 shares; 2025Q4: 82,299 shares 82,299 $37.4M 0.48% -2,227 Timeline IWO 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: 110,776 shares; 2024Q4: 111,682 shares; 2025Q1: 111,823 shares; 2025Q2: 114,836 shares; 2025Q3: 110,122 shares; 2025Q4: 113,436 shares 113,436 $37M 0.47% +3,314 Timeline SCHC 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: 874,239 shares; 2024Q4: 925,088 shares; 2025Q1: 796,529 shares; 2025Q2: 786,913 shares; 2025Q3: 765,031 shares; 2025Q4: 806,282 shares 806,282 $36.9M 0.47% +41,251 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807,109 shares; 2024Q4: 2,378,954 shares; 2025Q1: 2,188,744 shares; 2025Q2: 1,621,940 shares; 2025Q3: 1,472,264 shares; 2025Q4: 1,296,003 shares 1,296,003 $35.1M 0.45% -176,261 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: 59,373 shares; 2024Q4: 59,355 shares; 2025Q1: 53,162 shares; 2025Q2: 52,615 shares; 2025Q3: 52,941 shares; 2025Q4: 53,158 shares 53,158 $33M 0.42% +217 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: 30,486 shares; 2024Q4: 28,551 shares; 2025Q1: 28,956 shares; 2025Q2: 30,554 shares; 2025Q3: 30,188 shares; 2025Q4: 29,104 shares 29,104 $31.4M 0.4% -1,084 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: 432,385 shares; 2024Q4: 225,974 shares; 2025Q1: 232,216 shares; 2025Q2: 271,345 shares; 2025Q3: 274,695 shares; 2025Q4: 288,053 shares 288,053 $30.9M 0.39% +13,358 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: 114,961 shares; 2024Q4: 129,580 shares; 2025Q1: 134,405 shares; 2025Q2: 139,821 shares; 2025Q3: 141,722 shares; 2025Q4: 139,479 shares 139,479 $28.9M 0.37% -2,243 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,989 shares; 2024Q4: 233,676 shares; 2025Q1: 218,776 shares; 2025Q2: 160,669 shares; 2025Q3: 153,384 shares; 2025Q4: 142,332 shares 142,332 $28.5M 0.36% -11,052 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,138 shares; 2024Q4: 185,293 shares; 2025Q1: 247,342 shares; 2025Q2: 241,126 shares; 2025Q3: 238,073 shares; 2025Q4: 248,791 shares 248,791 $28.5M 0.36% +10,718 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,111 shares; 2024Q4: 304,321 shares; 2025Q1: 264,512 shares; 2025Q2: 303,781 shares; 2025Q3: 304,465 shares; 2025Q4: 304,434 shares 304,434 $28M 0.36% -31 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: 69,115 shares; 2024Q4: 80,921 shares; 2025Q1: 73,727 shares; 2025Q2: 82,299 shares; 2025Q3: 79,845 shares; 2025Q4: 77,063 shares 77,063 $27.3M 0.35% -2,782 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: 83,877 shares; 2024Q4: 85,835 shares; 2025Q1: 84,545 shares; 2025Q2: 86,743 shares; 2025Q3: 84,525 shares; 2025Q4: 76,976 shares 76,976 $26.7M 0.34% -7,549 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: 126,008 shares; 2024Q4: 116,043 shares; 2025Q1: 153,111 shares; 2025Q2: 150,014 shares; 2025Q3: 148,043 shares; 2025Q4: 149,369 shares 149,369 $26.5M 0.34% +1,326 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,688 shares; 2024Q4: 390,194 shares; 2025Q1: 367,541 shares; 2025Q2: 349,443 shares; 2025Q3: 339,984 shares; 2025Q4: 325,234 shares 325,234 $25.3M 0.32% -14,750 Timeline USRT 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: 565,913 shares; 2024Q4: 575,058 shares; 2025Q1: 552,523 shares; 2025Q2: 510,497 shares; 2025Q3: 453,878 shares; 2025Q4: 441,001 shares 441,001 $25.3M 0.32% -12,877 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,839 shares; 2024Q4: 445,543 shares; 2025Q1: 416,271 shares; 2025Q2: 377,509 shares; 2025Q3: 366,678 shares; 2025Q4: 358,655 shares 358,655 $25.3M 0.32% -8,023 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: 82,956 shares; 2024Q4: 103,894 shares; 2025Q1: 108,163 shares; 2025Q2: 108,650 shares; 2025Q3: 109,000 shares; 2025Q4: 106,428 shares 106,428 $24.5M 0.31% -2,572 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: 753,790 shares; 2024Q4: 535,717 shares; 2025Q1: 476,738 shares; 2025Q2: 428,070 shares; 2025Q3: 396,726 shares; 2025Q4: 363,957 shares 363,957 $24.3M 0.31% -32,769 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,622 shares; 2024Q4: 72,783 shares; 2025Q1: 74,633 shares; 2025Q2: 70,907 shares; 2025Q3: 70,293 shares; 2025Q4: 74,262 shares 74,262 $23.6M 0.3% +3,969 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: 50,914 shares; 2024Q4: 130,873 shares; 2025Q1: 125,319 shares; 2025Q2: 139,225 shares; 2025Q3: 142,900 shares; 2025Q4: 142,876 shares 142,876 $23.1M 0.29% -24 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: 306,126 shares; 2024Q4: 310,310 shares; 2025Q1: 315,345 shares; 2025Q2: 315,445 shares; 2025Q3: 316,513 shares; 2025Q4: 315,202 shares 315,202 $22M 0.28% -1,311 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: 251,464 shares; 2024Q4: 168,423 shares; 2025Q1: 166,697 shares; 2025Q2: 179,814 shares; 2025Q3: 180,138 shares; 2025Q4: 179,531 shares 179,531 $21.7M 0.28% -607 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: 105,658 shares; 2024Q4: 103,774 shares; 2025Q1: 103,515 shares; 2025Q2: 104,676 shares; 2025Q3: 103,209 shares; 2025Q4: 101,080 shares 101,080 $21.6M 0.28% -2,129 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: 106,793 shares; 2024Q4: 135,707 shares; 2025Q1: 131,457 shares; 2025Q2: 134,624 shares; 2025Q3: 144,461 shares; 2025Q4: 139,637 shares 139,637 $21.3M 0.27% -4,824 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,211 shares; 2024Q4: 490,129 shares; 2025Q1: 429,481 shares; 2025Q2: 374,816 shares; 2025Q3: 359,739 shares; 2025Q4: 353,401 shares 353,401 $21.3M 0.27% -6,338 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,906 shares; 2024Q4: 44,028 shares; 2025Q1: 50,269 shares; 2025Q2: 59,646 shares; 2025Q3: 63,009 shares; 2025Q4: 67,980 shares 67,980 $21.2M 0.27% +4,971 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: 181,181 shares; 2024Q4: 181,913 shares; 2025Q1: 174,085 shares; 2025Q2: 186,489 shares; 2025Q3: 182,919 shares; 2025Q4: 184,404 shares 184,404 $20.6M 0.26% +1,485 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: 295,823 shares; 2024Q4: 291,701 shares; 2025Q1: 276,386 shares; 2025Q2: 232,719 shares; 2025Q3: 227,778 shares; 2025Q4: 216,979 shares 216,979 $20.6M 0.26% -10,799 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: 142,966 shares; 2024Q4: 130,979 shares; 2025Q1: 135,109 shares; 2025Q2: 137,462 shares; 2025Q3: 131,896 shares; 2025Q4: 127,669 shares 127,669 $19.8M 0.25% -4,227 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,913 shares; 2024Q4: 500,214 shares; 2025Q1: 463,885 shares; 2025Q2: 415,086 shares; 2025Q3: 420,658 shares; 2025Q4: 408,204 shares 408,204 $19.3M 0.25% -12,454 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: 195,083 shares; 2024Q4: 287,124 shares; 2025Q1: 268,360 shares; 2025Q2: 265,982 shares; 2025Q3: 262,809 shares; 2025Q4: 266,704 shares 266,704 $18.7M 0.24% +3,895 Timeline ESGU 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: 166,507 shares; 2024Q4: 161,731 shares; 2025Q1: 152,475 shares; 2025Q2: 134,027 shares; 2025Q3: 131,798 shares; 2025Q4: 124,142 shares 124,142 $18.6M 0.24% -7,656 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: 429,962 shares; 2024Q4: 268,640 shares; 2025Q1: 232,688 shares; 2025Q2: 218,463 shares; 2025Q3: 214,159 shares; 2025Q4: 196,324 shares 196,324 $18.5M 0.24% -17,835 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: 40,385 shares; 2024Q4: 58,128 shares; 2025Q1: 57,561 shares; 2025Q2: 58,515 shares; 2025Q3: 59,049 shares; 2025Q4: 59,341 shares 59,341 $18.3M 0.23% +292 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: 21,749 shares; 2024Q4: 21,409 shares; 2025Q1: 20,165 shares; 2025Q2: 20,922 shares; 2025Q3: 20,505 shares; 2025Q4: 191,333 shares 191,333 $18.1M 0.23% +170,828 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: 109,489 shares; 2024Q4: 108,496 shares; 2025Q1: 99,192 shares; 2025Q2: 100,138 shares; 2025Q3: 101,185 shares; 2025Q4: 98,113 shares 98,113 $18.1M 0.23% -3,072 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: 21,051 shares; 2024Q4: 20,730 shares; 2025Q1: 20,719 shares; 2025Q2: 21,173 shares; 2025Q3: 21,122 shares; 2025Q4: 20,644 shares 20,644 $17.9M 0.23% -478 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: 58,434 shares; 2024Q4: 61,086 shares; 2025Q1: 59,653 shares; 2025Q2: 58,741 shares; 2025Q3: 60,198 shares; 2025Q4: 60,809 shares 60,809 $17.8M 0.23% +611 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 1,458,028 shares; 2025Q3: 1,458,708 shares; 2025Q4: 1,385,100 shares 1,385,100 $17.6M 0.22% -73,608 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,434 shares; 2024Q4: 208,544 shares; 2025Q1: 171,119 shares; 2025Q2: 161,161 shares; 2025Q3: 162,919 shares; 2025Q4: 174,816 shares 174,816 $17.5M 0.22% +11,897 Timeline JEPI 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: 23,255 shares; 2024Q4: 124,645 shares; 2025Q1: 204,545 shares; 2025Q2: 193,809 shares; 2025Q3: 286,245 shares; 2025Q4: 287,937 shares 287,937 $16.7M 0.21% +1,692 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: 127,454 shares; 2024Q4: 122,529 shares; 2025Q1: 121,950 shares; 2025Q2: 125,084 shares; 2025Q3: 122,005 shares; 2025Q4: 115,184 shares 115,184 $16.6M 0.21% -6,821 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,661 shares; 2024Q4: 426,123 shares; 2025Q1: 163,353 shares; 2025Q2: 491,814 shares; 2025Q3: 487,077 shares; 2025Q4: 481,355 shares 481,355 $15.8M 0.2% -5,722 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: 95,071 shares; 2024Q4: 100,669 shares; 2025Q1: 85,264 shares; 2025Q2: 89,851 shares; 2025Q3: 90,260 shares; 2025Q4: 79,803 shares 79,803 $15.7M 0.2% -10,457 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: 252,134 shares; 2024Q4: 229,787 shares; 2025Q1: 207,032 shares; 2025Q2: 194,333 shares; 2025Q3: 191,162 shares; 2025Q4: 183,226 shares 183,226 $15.6M 0.2% -7,936 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,473 shares; 2024Q4: 151,789 shares; 2025Q1: 151,428 shares; 2025Q2: 150,935 shares; 2025Q3: 150,357 shares; 2025Q4: 154,328 shares 154,328 $15.4M 0.2% +3,971 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: 46,552 shares; 2024Q4: 57,312 shares; 2025Q1: 55,369 shares; 2025Q2: 55,223 shares; 2025Q3: 54,648 shares; 2025Q4: 54,497 shares 54,497 $14.2M 0.18% -151 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: 27,416 shares; 2024Q4: 27,164 shares; 2025Q1: 25,641 shares; 2025Q2: 24,370 shares; 2025Q3: 24,635 shares; 2025Q4: 24,516 shares 24,516 $14.2M 0.18% -119 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: 121,731 shares; 2024Q4: 51,421 shares; 2025Q1: 51,970 shares; 2025Q2: 46,238 shares; 2025Q3: 45,779 shares; 2025Q4: 45,253 shares 45,253 $14.1M 0.18% -526 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: 194,441 shares; 2024Q4: 193,713 shares; 2025Q1: 182,080 shares; 2025Q2: 181,075 shares; 2025Q3: 180,844 shares; 2025Q4: 181,863 shares 181,863 $14.1M 0.18% +1,019 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: 26,354 shares; 2024Q4: 25,980 shares; 2025Q1: 22,642 shares; 2025Q2: 25,718 shares; 2025Q3: 24,940 shares; 2025Q4: 24,189 shares 24,189 $14M 0.18% -751 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,906 shares; 2024Q4: 108,569 shares; 2025Q1: 95,039 shares; 2025Q2: 95,380 shares; 2025Q3: 95,518 shares; 2025Q4: 92,842 shares 92,842 $13.9M 0.18% -2,676 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: 50,661 shares; 2024Q4: 48,958 shares; 2025Q1: 47,448 shares; 2025Q2: 48,486 shares; 2025Q3: 46,598 shares; 2025Q4: 45,837 shares 45,837 $13.8M 0.18% -761 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: 9,346 shares; 2024Q4: 24,612 shares; 2025Q1: 24,505 shares; 2025Q2: 24,651 shares; 2025Q3: 25,255 shares; 2025Q4: 25,913 shares 25,913 $13.7M 0.17% +658 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: 91,979 shares; 2024Q4: 118,585 shares; 2025Q1: 108,775 shares; 2025Q2: 117,925 shares; 2025Q3: 115,078 shares; 2025Q4: 108,561 shares 108,561 $13.7M 0.17% -6,517 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: 115,578 shares; 2024Q4: 137,690 shares; 2025Q1: 128,446 shares; 2025Q2: 124,709 shares; 2025Q3: 119,377 shares; 2025Q4: 127,931 shares 127,931 $13.6M 0.17% +8,554 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 384,302 shares; 2025Q1: 69,864 shares; 2025Q2: 376,481 shares; 2025Q3: 373,408 shares; 2025Q4: 368,467 shares 368,467 $13.6M 0.17% -4,941 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,161 shares; 2024Q4: 195,006 shares; 2025Q1: 154,772 shares; 2025Q2: 160,843 shares; 2025Q3: 167,860 shares; 2025Q4: 166,710 shares 166,710 $13.1M 0.17% -1,150 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: 68,567 shares; 2024Q4: 91,725 shares; 2025Q1: 86,356 shares; 2025Q2: 88,180 shares; 2025Q3: 87,387 shares; 2025Q4: 88,143 shares 88,143 $12.7M 0.16% +756 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: 75,207 shares; 2024Q4: 77,757 shares; 2025Q1: 78,792 shares; 2025Q2: 86,156 shares; 2025Q3: 88,788 shares; 2025Q4: 89,482 shares 89,482 $12.7M 0.16% +694 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,236 shares; 2024Q4: 1,098,140 shares; 2025Q1: 756,469 shares; 2025Q2: 574,164 shares; 2025Q3: 537,144 shares; 2025Q4: 490,063 shares 490,063 $12.7M 0.16% -47,081 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,914 shares; 2024Q4: 304,356 shares; 2025Q1: 286,111 shares; 2025Q2: 253,462 shares; 2025Q3: 250,882 shares; 2025Q4: 230,222 shares 230,222 $12.6M 0.16% -20,660 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: 40,994 shares; 2024Q4: 38,165 shares; 2025Q1: 37,154 shares; 2025Q2: 41,284 shares; 2025Q3: 42,151 shares; 2025Q4: 41,851 shares 41,851 $12.5M 0.16% -300 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: 85,412 shares; 2024Q4: 111,349 shares; 2025Q1: 98,313 shares; 2025Q2: 110,551 shares; 2025Q3: 110,328 shares; 2025Q4: 107,415 shares 107,415 $12.3M 0.16% -2,913 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: 48,743 shares; 2024Q4: 54,606 shares; 2025Q1: 56,835 shares; 2025Q2: 58,907 shares; 2025Q3: 58,997 shares; 2025Q4: 67,117 shares 67,117 $12.1M 0.15% +8,120 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: 36,072 shares; 2024Q4: 39,204 shares; 2025Q1: 34,377 shares; 2025Q2: 34,625 shares; 2025Q3: 35,750 shares; 2025Q4: 35,720 shares 35,720 $11.9M 0.15% -30 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: 39,141 shares; 2024Q4: 47,833 shares; 2025Q1: 46,081 shares; 2025Q2: 45,261 shares; 2025Q3: 44,594 shares; 2025Q4: 46,153 shares 46,153 $10.8M 0.14% +1,559 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: 69,931 shares; 2024Q4: 70,444 shares; 2025Q1: 68,586 shares; 2025Q2: 69,208 shares; 2025Q3: 68,433 shares; 2025Q4: 66,504 shares 66,504 $10.7M 0.14% -1,929 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 314,034 shares; 2025Q1: 207,624 shares; 2025Q2: 214,451 shares; 2025Q3: 203,190 shares; 2025Q4: 201,853 shares 201,853 $10.7M 0.14% -1,337 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: 13,578 shares; 2024Q4: 12,493 shares; 2025Q1: 11,567 shares; 2025Q2: 12,304 shares; 2025Q3: 12,106 shares; 2025Q4: 12,010 shares 12,010 $10.6M 0.14% -96 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: 117,411 shares; 2024Q4: 123,458 shares; 2025Q1: 101,522 shares; 2025Q2: 111,256 shares; 2025Q3: 109,503 shares; 2025Q4: 104,524 shares 104,524 $10.5M 0.13% -4,979 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: 153,581 shares; 2024Q4: 95,865 shares; 2025Q1: 97,320 shares; 2025Q2: 94,245 shares; 2025Q3: 93,700 shares; 2025Q4: 85,559 shares 85,559 $10.4M 0.13% -8,141 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 7,311 shares; 2025Q1: 9,552 shares; 2025Q2: 9,787 shares; 2025Q3: 9,480 shares; 2025Q4: 9,358 shares 9,358 $10M 0.13% -122 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,786 shares; 2024Q4: 29,690 shares; 2025Q1: 28,870 shares; 2025Q2: 28,625 shares; 2025Q3: 30,586 shares; 2025Q4: 31,229 shares 31,229 $9.82M 0.13% +643 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: 148,737 shares; 2024Q4: 147,572 shares; 2025Q1: 138,157 shares; 2025Q2: 136,746 shares; 2025Q3: 140,223 shares; 2025Q4: 141,823 shares 141,823 $9.58M 0.12% +1,600 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: 122,666 shares; 2024Q4: 44,105 shares; 2025Q1: 47,720 shares; 2025Q2: 51,155 shares; 2025Q3: 52,568 shares; 2025Q4: 53,302 shares 53,302 $9.55M 0.12% +734 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: 39,943 shares; 2024Q4: 35,455 shares; 2025Q1: 32,366 shares; 2025Q2: 39,582 shares; 2025Q3: 39,754 shares; 2025Q4: 38,464 shares 38,464 $9.38M 0.12% -1,290 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: 18,035 shares; 2024Q4: 23,305 shares; 2025Q1: 22,529 shares; 2025Q2: 22,963 shares; 2025Q3: 23,989 shares; 2025Q4: 24,600 shares 24,600 $9.19M 0.12% +611 Timeline JPST 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: 51,710 shares; 2024Q4: 344,256 shares; 2025Q1: 196,734 shares; 2025Q2: 201,475 shares; 2025Q3: 192,679 shares; 2025Q4: 179,550 shares 179,550 $9.12M 0.12% -13,129 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: 182,222 shares; 2024Q4: 180,516 shares; 2025Q1: 175,740 shares; 2025Q2: 140,853 shares; 2025Q3: 134,772 shares; 2025Q4: 124,182 shares 124,182 $8.9M 0.11% -10,590 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,301 shares; 2024Q4: 25,093 shares; 2025Q1: 23,535 shares; 2025Q2: 21,058 shares; 2025Q3: 21,155 shares; 2025Q4: 21,190 shares 21,190 $8.81M 0.11% +35 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,842 shares; 2024Q4: 271,709 shares; 2025Q1: 270,694 shares; 2025Q2: 268,912 shares; 2025Q3: 269,091 shares; 2025Q4: 268,470 shares 268,470 $8.64M 0.11% -621 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: 13,043 shares; 2024Q4: 27,331 shares; 2025Q1: 24,462 shares; 2025Q2: 25,917 shares; 2025Q3: 26,262 shares; 2025Q4: 26,669 shares 26,669 $8.4M 0.11% +407 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,043 shares; 2024Q4: 67,180 shares; 2025Q1: 73,010 shares; 2025Q2: 85,385 shares; 2025Q3: 100,791 shares; 2025Q4: 104,099 shares 104,099 $8.4M 0.11% +3,308 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,490 shares; 2024Q4: 20,166 shares; 2025Q1: 17,692 shares; 2025Q2: 17,679 shares; 2025Q3: 17,796 shares; 2025Q4: 18,637 shares 18,637 $8.34M 0.11% +841 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: 10,468 shares; 2024Q4: 12,115 shares; 2025Q1: 9,212 shares; 2025Q2: 10,348 shares; 2025Q3: 11,051 shares; 2025Q4: 10,799 shares 10,799 $8.22M 0.1% -252 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: 105,214 shares; 2024Q4: 102,689 shares; 2025Q1: 101,149 shares; 2025Q2: 100,729 shares; 2025Q3: 102,468 shares; 2025Q4: 101,892 shares 101,892 $8.21M 0.1% -576 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: 209,554 shares; 2024Q4: 72,208 shares; 2025Q1: 68,896 shares; 2025Q2: 77,688 shares; 2025Q3: 68,973 shares; 2025Q4: 69,941 shares 69,941 $8.2M 0.1% +968 Timeline EFAV 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: 119,699 shares; 2024Q4: 117,042 shares; 2025Q1: 112,574 shares; 2025Q2: 96,713 shares; 2025Q3: 95,116 shares; 2025Q4: 93,482 shares 93,482 $8.1M 0.1% -1,634 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: 38,117 shares; 2024Q4: 48,010 shares; 2025Q1: 41,482 shares; 2025Q2: 45,348 shares; 2025Q3: 50,313 shares; 2025Q4: 51,514 shares 51,514 $8M 0.1% +1,201 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,618 shares; 2024Q4: 136,987 shares; 2025Q1: 134,681 shares; 2025Q2: 136,044 shares; 2025Q3: 136,817 shares; 2025Q4: 137,943 shares 137,943 $7.97M 0.1% +1,126 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: 9,469 shares; 2024Q4: 10,702 shares; 2025Q1: 8,729 shares; 2025Q2: 11,528 shares; 2025Q3: 12,200 shares; 2025Q4: 11,818 shares 11,818 $7.92M 0.1% -382 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: 128,961 shares; 2024Q4: 26,902 shares; 2025Q1: 28,129 shares; 2025Q2: 25,268 shares; 2025Q3: 26,481 shares; 2025Q4: 26,773 shares 26,773 $7.83M 0.1% +292 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: 117,202 shares; 2024Q4: 100,659 shares; 2025Q1: 96,214 shares; 2025Q2: 104,326 shares; 2025Q3: 102,651 shares; 2025Q4: 95,138 shares 95,138 $7.77M 0.1% -7,513 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: 31,844 shares; 2024Q4: 47,104 shares; 2025Q1: 50,870 shares; 2025Q2: 51,558 shares; 2025Q3: 48,416 shares; 2025Q4: 44,294 shares 44,294 $7.77M 0.1% -4,122 Timeline JPIE 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: 5,540 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 164,988 shares 164,988 $7.68M 0.1% +159,448 Timeline DSI 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: 71,850 shares; 2024Q4: 70,179 shares; 2025Q1: 65,381 shares; 2025Q2: 58,652 shares; 2025Q3: 57,851 shares; 2025Q4: 57,863 shares 57,863 $7.51M 0.1% +12 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,902 shares; 2024Q4: 33,770 shares; 2025Q1: 32,952 shares; 2025Q2: 33,981 shares; 2025Q3: 44,862 shares; 2025Q4: 45,862 shares 45,862 $7.51M 0.1% +1,000 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,240 shares; 2024Q4: 41,214 shares; 2025Q1: 43,824 shares; 2025Q2: 33,169 shares; 2025Q3: 31,250 shares; 2025Q4: 29,490 shares 29,490 $7.45M 0.09% -1,760 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: 46,993 shares; 2024Q4: 35,381 shares; 2025Q1: 35,440 shares; 2025Q2: 33,731 shares; 2025Q3: 36,740 shares; 2025Q4: 34,469 shares 34,469 $7.42M 0.09% -2,271 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,554 shares; 2024Q4: 17,202 shares; 2025Q1: 15,541 shares; 2025Q2: 17,686 shares; 2025Q3: 18,037 shares; 2025Q4: 17,230 shares 17,230 $7.38M 0.09% -807 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: 47,931 shares; 2024Q4: 46,336 shares; 2025Q1: 47,513 shares; 2025Q2: 45,387 shares; 2025Q3: 42,858 shares; 2025Q4: 27,733 shares 27,733 $7.37M 0.09% -15,125 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 4,504 shares; 2025Q1: 4,809 shares; 2025Q2: 5,323 shares; 2025Q3: 15,104 shares; 2025Q4: 15,129 shares 15,129 $7.32M 0.09% +25 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: 20,162 shares; 2024Q4: 19,231 shares; 2025Q1: 18,660 shares; 2025Q2: 20,423 shares; 2025Q3: 23,347 shares; 2025Q4: 22,654 shares 22,654 $7.27M 0.09% -693 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: 6,830 shares; 2024Q4: 10,268 shares; 2025Q1: 13,265 shares; 2025Q2: 14,252 shares; 2025Q3: 14,779 shares; 2025Q4: 14,023 shares 14,023 $7.2M 0.09% -756 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,743 shares; 2024Q4: 43,453 shares; 2025Q1: 43,395 shares; 2025Q2: 43,257 shares; 2025Q3: 43,340 shares; 2025Q4: 43,503 shares 43,503 $7.17M 0.09% +163 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,924 shares; 2025Q1: 6,587 shares; 2025Q2: 6,676 shares; 2025Q3: 6,571 shares; 2025Q4: 6,584 shares 6,584 $7.13M 0.09% +13 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,916 shares; 2024Q4: 9,239 shares; 2025Q1: 8,199 shares; 2025Q2: 8,737 shares; 2025Q3: 8,298 shares; 2025Q4: 8,597 shares 8,597 $7.12M 0.09% +299 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: 13,428 shares; 2024Q4: 12,374 shares; 2025Q1: 11,604 shares; 2025Q2: 12,341 shares; 2025Q3: 11,158 shares; 2025Q4: 12,301 shares 12,301 $7.04M 0.09% +1,143 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,380 shares; 2024Q4: 118,397 shares; 2025Q1: 117,641 shares; 2025Q2: 117,188 shares; 2025Q3: 117,062 shares; 2025Q4: 109,105 shares 109,105 $6.86M 0.09% -7,957 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: 77,608 shares; 2024Q4: 91,225 shares; 2025Q1: 94,552 shares; 2025Q2: 94,450 shares; 2025Q3: 96,045 shares; 2025Q4: 92,917 shares 92,917 $6.86M 0.09% -3,128 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,067 shares; 2024Q4: 182,574 shares; 2025Q1: 151,655 shares; 2025Q2: 182,681 shares; 2025Q3: 210,594 shares; 2025Q4: 168,040 shares 168,040 $6.84M 0.09% -42,554 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: 229,813 shares; 2024Q4: 133,218 shares; 2025Q1: 131,525 shares; 2025Q2: 126,626 shares; 2025Q3: 124,556 shares; 2025Q4: 126,084 shares 126,084 $6.84M 0.09% +1,528 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,768 shares; 2024Q4: 50,839 shares; 2025Q1: 61,370 shares; 2025Q2: 75,319 shares; 2025Q3: 77,390 shares; 2025Q4: 82,797 shares 82,797 $6.8M 0.09% +5,407 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,853 shares; 2024Q4: 37,957 shares; 2025Q1: 46,247 shares; 2025Q2: 59,462 shares; 2025Q3: 62,014 shares; 2025Q4: 67,803 shares 67,803 $6.8M 0.09% +5,789 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: 18,981 shares; 2024Q4: 23,868 shares; 2025Q1: 21,861 shares; 2025Q2: 20,350 shares; 2025Q3: 24,233 shares; 2025Q4: 24,706 shares 24,706 $6.79M 0.09% +473 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,453 shares; 2024Q4: 114,546 shares; 2025Q1: 113,273 shares; 2025Q2: 103,571 shares; 2025Q3: 104,559 shares; 2025Q4: 93,299 shares 93,299 $6.79M 0.09% -11,260 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,990 shares; 2024Q4: 98,127 shares; 2025Q1: 96,681 shares; 2025Q2: 89,231 shares; 2025Q3: 97,311 shares; 2025Q4: 67,327 shares 67,327 $6.78M 0.09% -29,984 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: 14,441 shares; 2024Q4: 15,444 shares; 2025Q1: 14,765 shares; 2025Q2: 14,611 shares; 2025Q3: 14,238 shares; 2025Q4: 13,878 shares 13,878 $6.77M 0.09% -360 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: 34,352 shares; 2024Q4: 37,456 shares; 2025Q1: 38,693 shares; 2025Q2: 35,290 shares; 2025Q3: 33,605 shares; 2025Q4: 32,400 shares 32,400 $6.73M 0.09% -1,205 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: 31,454 shares; 2024Q4: 29,642 shares; 2025Q1: 28,616 shares; 2025Q2: 27,152 shares; 2025Q3: 27,472 shares; 2025Q4: 27,618 shares 27,618 $6.72M 0.09% +146 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: 335,814 shares; 2024Q4: 258,014 shares; 2025Q1: 260,398 shares; 2025Q2: 285,465 shares; 2025Q3: 285,450 shares; 2025Q4: 269,925 shares 269,925 $6.7M 0.09% -15,525 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: 11,797 shares; 2024Q4: 13,744 shares; 2025Q1: 11,343 shares; 2025Q2: 11,329 shares; 2025Q3: 11,088 shares; 2025Q4: 11,408 shares 11,408 $6.66M 0.08% +320 Timeline GVI 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: 122,920 shares; 2025Q1: 61,460 shares; 2025Q2: 61,460 shares; 2025Q3: 62,196 shares; 2025Q4: 61,460 shares 61,460 $6.61M 0.08% -736 Timeline ALRS ALERUS FINL CORP More: the full row for ALERUS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,770 shares; 2025Q1: 285,815 shares; 2025Q2: 294,542 shares; 2025Q3: 294,668 shares; 2025Q4: 294,571 shares 294,571 $6.56M 0.08% -97 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: 27,814 shares; 2024Q4: 24,156 shares; 2025Q1: 22,687 shares; 2025Q2: 25,167 shares; 2025Q3: 25,157 shares; 2025Q4: 25,115 shares 25,115 $6.53M 0.08% -42 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,826 shares; 2024Q4: 76,828 shares; 2025Q1: 67,896 shares; 2025Q2: 58,877 shares; 2025Q3: 60,201 shares; 2025Q4: 61,551 shares 61,551 $6.37M 0.08% +1,350 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,176 shares; 2024Q4: 28,171 shares; 2025Q1: 29,158 shares; 2025Q2: 30,555 shares; 2025Q3: 31,111 shares; 2025Q4: 29,124 shares 29,124 $6.36M 0.08% -1,987 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: 17,679 shares; 2024Q4: 19,048 shares; 2025Q1: 18,206 shares; 2025Q2: 18,456 shares; 2025Q3: 18,500 shares; 2025Q4: 19,279 shares 19,279 $6.34M 0.08% +779 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,163 shares; 2024Q4: 22,257 shares; 2025Q1: 19,990 shares; 2025Q2: 21,812 shares; 2025Q3: 21,466 shares; 2025Q4: 20,896 shares 20,896 $6.33M 0.08% -570 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: 41,819 shares; 2024Q4: 38,259 shares; 2025Q1: 39,350 shares; 2025Q2: 37,956 shares; 2025Q3: 35,722 shares; 2025Q4: 36,455 shares 36,455 $6.33M 0.08% +733 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: 1,280 shares; 2024Q4: 1,497 shares; 2025Q1: 1,379 shares; 2025Q2: 1,266 shares; 2025Q3: 1,225 shares; 2025Q4: 1,158 shares 1,158 $6.3M 0.08% -67 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 6,579 shares; 2025Q1: 6,138 shares; 2025Q2: 6,076 shares; 2025Q3: 5,355 shares; 2025Q4: 5,037 shares 5,037 $6.26M 0.08% -318 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: 19,676 shares; 2024Q4: 11,692 shares; 2025Q1: 11,931 shares; 2025Q2: 8,358 shares; 2025Q3: 8,697 shares; 2025Q4: 9,394 shares 9,394 $6.2M 0.08% +697 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,285 shares; 2024Q4: 140,359 shares; 2025Q1: 138,020 shares; 2025Q2: 136,294 shares; 2025Q3: 133,150 shares; 2025Q4: 140,231 shares 140,231 $6.16M 0.08% +7,081 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: 24,969 shares; 2024Q4: 24,801 shares; 2025Q1: 22,216 shares; 2025Q2: 23,061 shares; 2025Q3: 22,846 shares; 2025Q4: 21,175 shares 21,175 $6.14M 0.08% -1,671 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: 26,802 shares; 2024Q4: 27,891 shares; 2025Q1: 25,058 shares; 2025Q2: 27,489 shares; 2025Q3: 27,592 shares; 2025Q4: 30,744 shares 30,744 $6.04M 0.08% +3,152 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: 48,866 shares; 2024Q4: 127,964 shares; 2025Q1: 123,028 shares; 2025Q2: 118,601 shares; 2025Q3: 120,236 shares; 2025Q4: 117,028 shares 117,028 $5.99M 0.08% -3,208 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,947 shares; 2024Q4: 111,716 shares; 2025Q1: 133,428 shares; 2025Q2: 162,897 shares; 2025Q3: 153,875 shares; 2025Q4: 144,752 shares 144,752 $5.99M 0.08% -9,123 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: 7,314 shares; 2024Q4: 7,785 shares; 2025Q1: 5,496 shares; 2025Q2: 5,645 shares; 2025Q3: 6,196 shares; 2025Q4: 6,729 shares 6,729 $5.98M 0.08% +533 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: 46,397 shares; 2024Q4: 44,771 shares; 2025Q1: 42,501 shares; 2025Q2: 43,093 shares; 2025Q3: 48,572 shares; 2025Q4: 50,449 shares 50,449 $5.94M 0.08% +1,877 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: 8,811 shares; 2024Q4: 9,038 shares; 2025Q1: 7,944 shares; 2025Q2: 9,036 shares; 2025Q3: 9,288 shares; 2025Q4: 38,468 shares 38,468 $5.94M 0.08% +29,180 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: 53,523 shares; 2024Q4: 58,592 shares; 2025Q1: 62,752 shares; 2025Q2: 64,861 shares; 2025Q3: 64,281 shares; 2025Q4: 62,530 shares 62,530 $5.88M 0.07% -1,751 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,936 shares; 2024Q4: 65,050 shares; 2025Q1: 59,131 shares; 2025Q2: 62,151 shares; 2025Q3: 63,590 shares; 2025Q4: 73,357 shares 73,357 $5.86M 0.07% +9,767 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: 35,630 shares; 2025Q1: 42,006 shares; 2025Q2: 42,092 shares; 2025Q3: 33,321 shares; 2025Q4: 33,321 shares 33,321 $5.85M 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,408 shares; 2024Q4: 18,150 shares; 2025Q1: 15,788 shares; 2025Q2: 21,702 shares; 2025Q3: 20,380 shares; 2025Q4: 40,144 shares 40,144 $5.84M 0.07% +19,764 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: 15,487 shares; 2024Q4: 17,723 shares; 2025Q1: 19,169 shares; 2025Q2: 16,303 shares; 2025Q3: 15,777 shares; 2025Q4: 14,592 shares 14,592 $5.82M 0.07% -1,185 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,553 shares; 2024Q4: 47,168 shares; 2025Q1: 8,841 shares; 2025Q2: 45,018 shares; 2025Q3: 45,053 shares; 2025Q4: 45,275 shares 45,275 $5.73M 0.07% +222 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: 54,667 shares; 2024Q4: 54,532 shares; 2025Q1: 47,354 shares; 2025Q2: 47,852 shares; 2025Q3: 48,533 shares; 2025Q4: 45,464 shares 45,464 $5.6M 0.07% -3,069 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,191 shares; 2024Q4: 160,194 shares; 2025Q1: 114,923 shares; 2025Q2: 113,622 shares; 2025Q3: 112,773 shares; 2025Q4: 70,052 shares 70,052 $5.59M 0.07% -42,721 Timeline XLRE 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: 142,801 shares; 2024Q4: 150,767 shares; 2025Q1: 151,752 shares; 2025Q2: 152,483 shares; 2025Q3: 136,578 shares; 2025Q4: 136,763 shares 136,763 $5.57M 0.07% +185 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 25,081 shares; 2025Q1: 24,860 shares; 2025Q2: 24,782 shares; 2025Q3: 28,880 shares; 2025Q4: 29,670 shares 29,670 $5.54M 0.07% +790 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: 44,897 shares; 2024Q4: 44,433 shares; 2025Q1: 35,348 shares; 2025Q2: 28,752 shares; 2025Q3: 34,385 shares; 2025Q4: 40,649 shares 40,649 $5.54M 0.07% +6,264 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,052 shares; 2024Q4: 35,526 shares; 2025Q1: 38,428 shares; 2025Q2: 38,209 shares; 2025Q3: 38,889 shares; 2025Q4: 38,164 shares 38,164 $5.52M 0.07% -725 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: 4,974 shares; 2024Q4: 4,799 shares; 2025Q1: 4,330 shares; 2025Q2: 60,187 shares; 2025Q3: 61,981 shares; 2025Q4: 60,177 shares 60,177 $5.5M 0.07% -1,804 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,036 shares; 2024Q4: 217,654 shares; 2025Q1: 199,598 shares; 2025Q2: 210,479 shares; 2025Q3: 198,525 shares; 2025Q4: 176,755 shares 176,755 $5.3M 0.07% -21,770 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,405 shares; 2024Q4: 50,592 shares; 2025Q1: 50,075 shares; 2025Q2: 53,286 shares; 2025Q3: 58,122 shares; 2025Q4: 54,226 shares 54,226 $5.21M 0.07% -3,896 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,664 shares; 2024Q4: 212,149 shares; 2025Q1: 212,023 shares; 2025Q2: 212,940 shares; 2025Q3: 210,854 shares; 2025Q4: 211,322 shares 211,322 $5.1M 0.06% +468 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,115 shares; 2024Q4: 73,354 shares; 2025Q1: 63,104 shares; 2025Q2: 53,448 shares; 2025Q3: 52,471 shares; 2025Q4: 52,908 shares 52,908 $5.05M 0.06% +437 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: 49,018 shares; 2024Q4: 53,817 shares; 2025Q1: 43,965 shares; 2025Q2: 48,378 shares; 2025Q3: 51,899 shares; 2025Q4: 51,353 shares 51,353 $4.96M 0.06% -546 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,726 shares; 2024Q4: 70,684 shares; 2025Q1: 108,934 shares; 2025Q2: 122,124 shares; 2025Q3: 117,467 shares; 2025Q4: 110,899 shares 110,899 $4.95M 0.06% -6,568 Timeline PFM 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: 107,006 shares; 2024Q4: 107,006 shares; 2025Q1: 105,521 shares; 2025Q2: 105,410 shares; 2025Q3: 105,389 shares; 2025Q4: 95,074 shares 95,074 $4.93M 0.06% -10,315 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: 17,465 shares; 2024Q4: 17,470 shares; 2025Q1: 16,414 shares; 2025Q2: 14,943 shares; 2025Q3: 14,508 shares; 2025Q4: 13,857 shares 13,857 $4.91M 0.06% -651 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,767 shares; 2024Q4: 28,217 shares; 2025Q1: 25,999 shares; 2025Q2: 33,908 shares; 2025Q3: 47,314 shares; 2025Q4: 50,748 shares 50,748 $4.91M 0.06% +3,434 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: 29,163 shares; 2024Q4: 41,744 shares; 2025Q1: 38,422 shares; 2025Q2: 42,138 shares; 2025Q3: 36,378 shares; 2025Q4: 36,240 shares 36,240 $4.9M 0.06% -138 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: 49,539 shares; 2024Q4: 52,913 shares; 2025Q1: 45,595 shares; 2025Q2: 47,472 shares; 2025Q3: 46,966 shares; 2025Q4: 41,922 shares 41,922 $4.9M 0.06% -5,044 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: 95,670 shares; 2024Q4: 92,123 shares; 2025Q1: 88,755 shares; 2025Q2: 90,658 shares; 2025Q3: 90,999 shares; 2025Q4: 88,059 shares 88,059 $4.78M 0.06% -2,940 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,921 shares; 2024Q4: 42,178 shares; 2025Q1: 43,657 shares; 2025Q2: 49,487 shares; 2025Q3: 64,305 shares; 2025Q4: 54,257 shares 54,257 $4.75M 0.06% -10,048 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,388 shares; 2024Q4: 7,251 shares; 2025Q1: 7,374 shares; 2025Q2: 8,821 shares; 2025Q3: 8,994 shares; 2025Q4: 8,187 shares 8,187 $4.72M 0.06% -807 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,042 shares; 2024Q4: 50,375 shares; 2025Q1: 51,930 shares; 2025Q2: 44,901 shares; 2025Q3: 47,079 shares; 2025Q4: 50,441 shares 50,441 $4.67M 0.06% +3,362 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: 21,043 shares; 2024Q4: 24,494 shares; 2025Q1: 19,471 shares; 2025Q2: 20,508 shares; 2025Q3: 18,423 shares; 2025Q4: 17,202 shares 17,202 $4.64M 0.06% -1,221 Timeline DGRW 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: 15,913 shares; 2024Q4: 54,017 shares; 2025Q1: 14,894 shares; 2025Q2: 53,978 shares; 2025Q3: 53,616 shares; 2025Q4: 51,318 shares 51,318 $4.62M 0.06% -2,298 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: 31,439 shares; 2024Q4: 30,787 shares; 2025Q1: 28,283 shares; 2025Q2: 29,078 shares; 2025Q3: 34,571 shares; 2025Q4: 33,223 shares 33,223 $4.61M 0.06% -1,348 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,172 shares; 2024Q4: 18,923 shares; 2025Q1: 15,935 shares; 2025Q2: 14,871 shares; 2025Q3: 15,863 shares; 2025Q4: 15,771 shares 15,771 $4.59M 0.06% -92 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,722 shares; 2024Q4: 269,609 shares; 2025Q1: 269,069 shares; 2025Q2: 272,310 shares; 2025Q3: 296,258 shares; 2025Q4: 232,024 shares 232,024 $4.58M 0.06% -64,234 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,975 shares; 2024Q4: 77,379 shares; 2025Q1: 76,835 shares; 2025Q2: 46,767 shares; 2025Q3: 46,541 shares; 2025Q4: 46,123 shares 46,123 $4.49M 0.06% -418 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: 92,535 shares; 2024Q4: 91,901 shares; 2025Q1: 133,863 shares; 2025Q2: 148,896 shares; 2025Q3: 153,945 shares; 2025Q4: 139,054 shares 139,054 $4.47M 0.06% -14,891 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: 18,272 shares; 2024Q4: 20,758 shares; 2025Q1: 17,092 shares; 2025Q2: 18,757 shares; 2025Q3: 17,259 shares; 2025Q4: 19,550 shares 19,550 $4.34M 0.06% +2,291 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,745 shares; 2024Q4: 24,311 shares; 2025Q1: 23,426 shares; 2025Q2: 23,549 shares; 2025Q3: 23,289 shares; 2025Q4: 17,673 shares 17,673 $4.32M 0.06% -5,616 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: 25,633 shares; 2024Q4: 23,179 shares; 2025Q1: 23,134 shares; 2025Q2: 24,368 shares; 2025Q3: 24,332 shares; 2025Q4: 24,146 shares 24,146 $4.32M 0.06% -186 Timeline CMF 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: 107,494 shares; 2024Q4: 103,029 shares; 2025Q1: 99,635 shares; 2025Q2: 75,165 shares; 2025Q3: 75,092 shares; 2025Q4: 74,962 shares 74,962 $4.31M 0.05% -130 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,664 shares; 2024Q4: 67,988 shares; 2025Q1: 69,869 shares; 2025Q2: 63,173 shares; 2025Q3: 57,743 shares; 2025Q4: 46,091 shares 46,091 $4.21M 0.05% -11,652 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,362 shares; 2024Q4: 48,362 shares; 2025Q1: 48,673 shares; 2025Q2: 48,102 shares; 2025Q3: 48,032 shares; 2025Q4: 48,980 shares 48,980 $4.21M 0.05% +948 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 3,714 shares; 2025Q1: 3,746 shares; 2025Q2: 4,970 shares; 2025Q3: 5,503 shares; 2025Q4: 5,432 shares 5,432 $4.2M 0.05% -71 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,187 shares; 2024Q4: 169,328 shares; 2025Q1: 175,799 shares; 2025Q2: 181,463 shares; 2025Q3: 175,088 shares; 2025Q4: 165,274 shares 165,274 $4.13M 0.05% -9,814 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 8,084 shares; 2025Q1: 8,895 shares; 2025Q2: 8,730 shares; 2025Q3: 8,591 shares; 2025Q4: 8,659 shares 8,659 $4.12M 0.05% +68 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: 15,740 shares; 2024Q4: 15,471 shares; 2025Q1: 14,915 shares; 2025Q2: 15,057 shares; 2025Q3: 15,043 shares; 2025Q4: 13,970 shares 13,970 $4.1M 0.05% -1,073 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,647 shares; 2024Q4: 17,201 shares; 2025Q1: 12,562 shares; 2025Q2: 13,358 shares; 2025Q3: 13,093 shares; 2025Q4: 11,584 shares 11,584 $4.08M 0.05% -1,509 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,880 shares; 2024Q4: 75,880 shares; 2025Q1: 75,880 shares; 2025Q2: 78,181 shares; 2025Q3: 86,936 shares; 2025Q4: 86,438 shares 86,438 $4.08M 0.05% -498 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: 19,002 shares; 2024Q4: 19,005 shares; 2025Q1: 18,701 shares; 2025Q2: 15,376 shares; 2025Q3: 15,826 shares; 2025Q4: 16,265 shares 16,265 $4.08M 0.05% +439 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,432 shares; 2024Q4: 79,328 shares; 2025Q1: 80,308 shares; 2025Q2: 93,464 shares; 2025Q3: 93,816 shares; 2025Q4: 73,763 shares 73,763 $4.04M 0.05% -20,053 Timeline JEPQ 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: 8,866 shares; 2024Q4: 8,864 shares; 2025Q1: 8,935 shares; 2025Q2: 9,974 shares; 2025Q3: 59,746 shares; 2025Q4: 68,219 shares 68,219 $4.03M 0.05% +8,473 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: 8,592 shares; 2024Q4: 11,899 shares; 2025Q1: 10,491 shares; 2025Q2: 11,037 shares; 2025Q3: 12,089 shares; 2025Q4: 12,157 shares 12,157 $3.97M 0.05% +68 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,938 shares; 2024Q4: 13,047 shares; 2025Q1: 13,121 shares; 2025Q2: 11,256 shares; 2025Q3: 10,048 shares; 2025Q4: 10,081 shares 10,081 $3.96M 0.05% +33 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: 95,448 shares; 2024Q4: 52,301 shares; 2025Q1: 50,516 shares; 2025Q2: 45,336 shares; 2025Q3: 45,297 shares; 2025Q4: 44,034 shares 44,034 $3.93M 0.05% -1,263 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,544 shares; 2024Q4: 63,095 shares; 2025Q1: 53,413 shares; 2025Q2: 52,837 shares; 2025Q3: 53,287 shares; 2025Q4: 49,179 shares 49,179 $3.92M 0.05% -4,108 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 4,082 shares; 2025Q1: 4,344 shares; 2025Q2: 3,394 shares; 2025Q3: 10,366 shares; 2025Q4: 8,267 shares 8,267 $3.92M 0.05% -2,099 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,978 shares; 2024Q4: 32,880 shares; 2025Q1: 24,972 shares; 2025Q2: 34,653 shares; 2025Q3: 32,206 shares; 2025Q4: 29,925 shares 29,925 $3.9M 0.05% -2,281 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,958 shares; 2024Q4: 131,249 shares; 2025Q1: 127,755 shares; 2025Q2: 103,523 shares; 2025Q3: 104,534 shares; 2025Q4: 104,443 shares 104,443 $3.9M 0.05% -91 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,291 shares; 2024Q4: 41,643 shares; 2025Q1: 53,160 shares; 2025Q2: 53,131 shares; 2025Q3: 53,630 shares; 2025Q4: 47,619 shares 47,619 $3.89M 0.05% -6,011 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: 59,654 shares; 2024Q4: 50,034 shares; 2025Q1: 48,514 shares; 2025Q2: 53,699 shares; 2025Q3: 52,487 shares; 2025Q4: 45,505 shares 45,505 $3.88M 0.05% -6,982 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,063 shares; 2024Q4: 18,603 shares; 2025Q1: 17,459 shares; 2025Q2: 16,986 shares; 2025Q3: 16,697 shares; 2025Q4: 17,466 shares 17,466 $3.87M 0.05% +769 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: 100,153 shares; 2024Q4: 75,437 shares; 2025Q1: 75,582 shares; 2025Q2: 95,141 shares; 2025Q3: 110,019 shares; 2025Q4: 99,343 shares 99,343 $3.86M 0.05% -10,676 Timeline QQEW 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: 32,355 shares; 2024Q4: 31,311 shares; 2025Q1: 30,706 shares; 2025Q2: 29,819 shares; 2025Q3: 29,664 shares; 2025Q4: 26,755 shares 26,755 $3.84M 0.05% -2,909 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: 23,949 shares; 2024Q4: 25,912 shares; 2025Q1: 22,322 shares; 2025Q2: 16,707 shares; 2025Q3: 14,442 shares; 2025Q4: 16,213 shares 16,213 $3.73M 0.05% +1,771 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,792 shares; 2024Q4: 21,703 shares; 2025Q1: 15,143 shares; 2025Q2: 18,636 shares; 2025Q3: 14,894 shares; 2025Q4: 16,093 shares 16,093 $3.71M 0.05% +1,199 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,479 shares; 2024Q4: 61,215 shares; 2025Q1: 58,291 shares; 2025Q2: 57,274 shares; 2025Q3: 57,911 shares; 2025Q4: 56,630 shares 56,630 $3.7M 0.05% -1,281 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: 33,584 shares; 2024Q4: 38,034 shares; 2025Q1: 29,544 shares; 2025Q2: 64,807 shares; 2025Q3: 63,759 shares; 2025Q4: 66,637 shares 66,637 $3.68M 0.05% +2,878 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,164 shares; 2024Q4: 18,639 shares; 2025Q1: 15,868 shares; 2025Q2: 16,480 shares; 2025Q3: 15,757 shares; 2025Q4: 14,726 shares 14,726 $3.66M 0.05% -1,031 Timeline BBCA 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: 38,691 shares; 2024Q4: 38,519 shares; 2025Q1: 36,686 shares; 2025Q2: 38,680 shares; 2025Q3: 38,484 shares; 2025Q4: 39,047 shares 39,047 $3.66M 0.05% +563 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,590 shares; 2024Q4: 6,648 shares; 2025Q1: 7,970 shares; 2025Q2: 9,088 shares; 2025Q3: 8,986 shares; 2025Q4: 10,194 shares 10,194 $3.64M 0.05% +1,208 Timeline ESGV 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: 33,671 shares; 2024Q4: 30,492 shares; 2025Q1: 29,584 shares; 2025Q2: 29,494 shares; 2025Q3: 29,550 shares; 2025Q4: 29,450 shares 29,450 $3.59M 0.05% -100 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,493 shares; 2024Q4: 82,493 shares; 2025Q1: 81,969 shares; 2025Q2: 81,394 shares; 2025Q3: 81,187 shares; 2025Q4: 89,407 shares 89,407 $3.57M 0.05% +8,220 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,448 shares; 2024Q4: 10,530 shares; 2025Q1: 10,754 shares; 2025Q2: 21,707 shares; 2025Q3: 23,051 shares; 2025Q4: 22,823 shares 22,823 $3.55M 0.05% -228 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,075 shares; 2024Q4: 8,043 shares; 2025Q1: 54,338 shares; 2025Q2: 54,401 shares; 2025Q3: 54,078 shares; 2025Q4: 54,079 shares 54,079 $3.54M 0.05% +1 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,836 shares; 2024Q4: 51,128 shares; 2025Q1: 52,419 shares; 2025Q2: 51,735 shares; 2025Q3: 51,245 shares; 2025Q4: 52,472 shares 52,472 $3.47M 0.04% +1,227 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,837 shares; 2024Q4: 83,942 shares; 2025Q1: 68,762 shares; 2025Q2: 128,972 shares; 2025Q3: 128,664 shares; 2025Q4: 130,796 shares 130,796 $3.46M 0.04% +2,132 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,997 shares; 2024Q4: 30,742 shares; 2025Q1: 30,155 shares; 2025Q2: 25,608 shares; 2025Q3: 25,121 shares; 2025Q4: 24,793 shares 24,793 $3.43M 0.04% -328 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,067 shares; 2024Q4: 8,383 shares; 2025Q1: 7,431 shares; 2025Q2: 7,734 shares; 2025Q3: 7,365 shares; 2025Q4: 7,914 shares 7,914 $3.39M 0.04% +549 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: 43,183 shares; 2024Q4: 42,081 shares; 2025Q1: 32,478 shares; 2025Q2: 33,680 shares; 2025Q3: 31,667 shares; 2025Q4: 28,031 shares 28,031 $3.39M 0.04% -3,636 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,980 shares; 2024Q4: 20,841 shares; 2025Q1: 16,832 shares; 2025Q2: 17,037 shares; 2025Q3: 16,695 shares; 2025Q4: 16,426 shares 16,426 $3.35M 0.04% -269 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,577 shares; 2024Q4: 25,232 shares; 2025Q1: 24,066 shares; 2025Q2: 24,765 shares; 2025Q3: 23,833 shares; 2025Q4: 23,292 shares 23,292 $3.35M 0.04% -541 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,010 shares; 2025Q1: 9,169 shares; 2025Q2: 11,441 shares; 2025Q3: 11,267 shares; 2025Q4: 11,550 shares 11,550 $3.28M 0.04% +283 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: 10,095 shares; 2024Q4: 6,637 shares; 2025Q1: 11,024 shares; 2025Q2: 11,155 shares; 2025Q3: 11,542 shares; 2025Q4: 11,816 shares 11,816 $3.26M 0.04% +274 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,827 shares; 2024Q4: 29,289 shares; 2025Q1: 27,898 shares; 2025Q2: 18,472 shares; 2025Q3: 17,654 shares; 2025Q4: 16,145 shares 16,145 $3.25M 0.04% -1,509 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: 67,262 shares; 2024Q4: 21,355 shares; 2025Q1: 20,649 shares; 2025Q2: 16,416 shares; 2025Q3: 16,377 shares; 2025Q4: 15,387 shares 15,387 $3.25M 0.04% -990 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: 61,621 shares; 2024Q4: 58,200 shares; 2025Q1: 51,688 shares; 2025Q2: 64,425 shares; 2025Q3: 68,133 shares; 2025Q4: 69,586 shares 69,586 $3.24M 0.04% +1,453 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: 25,445 shares; 2025Q1: 21,020 shares; 2025Q2: 22,719 shares; 2025Q3: 25,731 shares; 2025Q4: 24,264 shares 24,264 $3.21M 0.04% -1,467 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 4,643 shares; 2025Q1: 4,627 shares; 2025Q2: 3,952 shares; 2025Q3: 4,266 shares; 2025Q4: 4,612 shares 4,612 $3.2M 0.04% +346 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 6,092 shares; 2025Q1: 6,393 shares; 2025Q2: 6,353 shares; 2025Q3: 5,854 shares; 2025Q4: 7,008 shares 7,008 $3.18M 0.04% +1,154 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,179 shares; 2024Q4: 436,108 shares; 2025Q1: 398,535 shares; 2025Q2: 401,843 shares; 2025Q3: 408,302 shares; 2025Q4: 402,828 shares 402,828 $3.15M 0.04% -5,474 Timeline XLE 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: 37,381 shares; 2024Q4: 33,316 shares; 2025Q1: 31,544 shares; 2025Q2: 39,099 shares; 2025Q3: 37,902 shares; 2025Q4: 70,020 shares 70,020 $3.15M 0.04% +32,118 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,771 shares; 2024Q4: 14,735 shares; 2025Q1: 31,165 shares; 2025Q2: 29,774 shares; 2025Q3: 30,408 shares; 2025Q4: 32,592 shares 32,592 $3.14M 0.04% +2,184 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,919 shares; 2024Q4: 69,965 shares; 2025Q1: 70,078 shares; 2025Q2: 70,856 shares; 2025Q3: 72,667 shares; 2025Q4: 69,854 shares 69,854 $3.13M 0.04% -2,813 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 11,730 shares; 2025Q1: 11,737 shares; 2025Q2: 100,916 shares; 2025Q3: 102,815 shares; 2025Q4: 103,457 shares 103,457 $3.09M 0.04% +642 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,290 shares; 2024Q4: 22,184 shares; 2025Q1: 19,957 shares; 2025Q2: 49,886 shares; 2025Q3: 49,217 shares; 2025Q4: 63,789 shares 63,789 $3.09M 0.04% +14,572 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,578 shares; 2024Q4: 24,075 shares; 2025Q1: 23,532 shares; 2025Q2: 23,417 shares; 2025Q3: 23,644 shares; 2025Q4: 23,698 shares 23,698 $3.07M 0.04% +54 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: 1,937 shares; 2024Q4: 1,665 shares; 2025Q1: 1,745 shares; 2025Q2: 1,863 shares; 2025Q3: 1,794 shares; 2025Q4: 1,756 shares 1,756 $3.06M 0.04% -38 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,706 shares 46,706 $3.06M 0.04% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 9,736 shares; 2025Q1: 15,069 shares; 2025Q2: 16,707 shares; 2025Q3: 17,771 shares; 2025Q4: 16,071 shares 16,071 $3.04M 0.04% -1,700 Timeline IXN 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: 31,102 shares; 2024Q4: 31,108 shares; 2025Q1: 30,824 shares; 2025Q2: 30,494 shares; 2025Q3: 30,308 shares; 2025Q4: 28,698 shares 28,698 $3.04M 0.04% -1,610 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,744 shares; 2024Q4: 29,893 shares; 2025Q1: 30,164 shares; 2025Q2: 34,079 shares; 2025Q3: 36,467 shares; 2025Q4: 35,109 shares 35,109 $3.01M 0.04% -1,358 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,284 shares; 2024Q4: 190,396 shares; 2025Q1: 140,871 shares; 2025Q2: 136,483 shares; 2025Q3: 133,182 shares; 2025Q4: 126,728 shares 126,728 $2.97M 0.04% -6,454 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,453 shares; 2024Q4: 133,990 shares; 2025Q1: 131,122 shares; 2025Q2: 132,742 shares; 2025Q3: 115,797 shares; 2025Q4: 115,416 shares 115,416 $2.97M 0.04% -381 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,229 shares; 2024Q4: 26,097 shares; 2025Q1: 21,657 shares; 2025Q2: 12,760 shares; 2025Q3: 11,472 shares; 2025Q4: 8,581 shares 8,581 $2.96M 0.04% -2,891 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,783 shares; 2024Q4: 18,712 shares; 2025Q1: 18,759 shares; 2025Q2: 19,269 shares; 2025Q3: 19,200 shares; 2025Q4: 20,211 shares 20,211 $2.95M 0.04% +1,011 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,730 shares 93,730 $2.94M 0.04% new 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: 8,188 shares; 2024Q4: 7,465 shares; 2025Q1: 7,200 shares; 2025Q2: 8,003 shares; 2025Q3: 8,555 shares; 2025Q4: 8,622 shares 8,622 $2.93M 0.04% +67 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,396 shares; 2024Q4: 62,023 shares; 2025Q1: 58,482 shares; 2025Q2: 60,672 shares; 2025Q3: 56,713 shares; 2025Q4: 54,658 shares 54,658 $2.92M 0.04% -2,055 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: 7,131 shares; 2024Q4: 7,513 shares; 2025Q1: 7,574 shares; 2025Q2: 7,310 shares; 2025Q3: 7,645 shares; 2025Q4: 8,003 shares 8,003 $2.91M 0.04% +358 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,997 shares; 2024Q4: 20,452 shares; 2025Q1: 19,488 shares; 2025Q2: 18,535 shares; 2025Q3: 19,004 shares; 2025Q4: 20,512 shares 20,512 $2.87M 0.04% +1,508 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,135 shares; 2024Q4: 75,431 shares; 2025Q1: 69,125 shares; 2025Q2: 68,155 shares; 2025Q3: 67,555 shares; 2025Q4: 61,144 shares 61,144 $2.86M 0.04% -6,411 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 7,646 shares; 2025Q1: 7,786 shares; 2025Q2: 7,962 shares; 2025Q3: 9,325 shares; 2025Q4: 10,025 shares 10,025 $2.86M 0.04% +700 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 941 shares; 2025Q1: 1,393 shares; 2025Q2: 1,306 shares; 2025Q3: 1,316 shares; 2025Q4: 1,310 shares 1,310 $2.85M 0.04% -6 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 11,170 shares; 2025Q1: 10,169 shares; 2025Q2: 10,771 shares; 2025Q3: 9,982 shares; 2025Q4: 10,264 shares 10,264 $2.84M 0.04% +282 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: 13,819 shares; 2024Q4: 15,667 shares; 2025Q1: 13,902 shares; 2025Q2: 14,971 shares; 2025Q3: 15,881 shares; 2025Q4: 17,188 shares 17,188 $2.81M 0.04% +1,307 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 8,295 shares; 2025Q1: 9,747 shares; 2025Q2: 9,993 shares; 2025Q3: 9,659 shares; 2025Q4: 9,917 shares 9,917 $2.8M 0.04% +258 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: 34,857 shares; 2024Q4: 34,213 shares; 2025Q1: 40,943 shares; 2025Q2: 43,126 shares; 2025Q3: 45,025 shares; 2025Q4: 44,105 shares 44,105 $2.76M 0.04% -920 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,457 shares; 2025Q1: 1,476 shares; 2025Q2: 1,438 shares; 2025Q3: 1,577 shares; 2025Q4: 1,345 shares 1,345 $2.72M 0.03% -232 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: 7,818 shares; 2024Q4: 6,765 shares; 2025Q1: 6,620 shares; 2025Q2: 7,490 shares; 2025Q3: 8,107 shares; 2025Q4: 7,614 shares 7,614 $2.71M 0.03% -493 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,118 shares; 2024Q4: 12,195 shares; 2025Q1: 12,380 shares; 2025Q2: 12,683 shares; 2025Q3: 11,954 shares; 2025Q4: 14,804 shares 14,804 $2.71M 0.03% +2,850 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,573 shares; 2024Q4: 72,989 shares; 2025Q1: 68,384 shares; 2025Q2: 64,835 shares; 2025Q3: 64,565 shares; 2025Q4: 65,977 shares 65,977 $2.67M 0.03% +1,412 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,091 shares; 2024Q4: 41,571 shares; 2025Q1: 50,459 shares; 2025Q2: 51,679 shares; 2025Q3: 52,332 shares; 2025Q4: 53,624 shares 53,624 $2.67M 0.03% +1,292 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: 14,257 shares; 2024Q4: 16,447 shares; 2025Q1: 17,231 shares; 2025Q2: 18,459 shares; 2025Q3: 17,797 shares; 2025Q4: 18,529 shares 18,529 $2.67M 0.03% +732 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,393 shares; 2024Q4: 28,280 shares; 2025Q1: 29,900 shares; 2025Q2: 33,903 shares; 2025Q3: 35,226 shares; 2025Q4: 38,576 shares 38,576 $2.66M 0.03% +3,350 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,048 shares; 2025Q1: 7,218 shares; 2025Q2: 7,471 shares; 2025Q3: 7,792 shares; 2025Q4: 7,589 shares 7,589 $2.65M 0.03% -203 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,414 shares; 2025Q3: 55,931 shares; 2025Q4: 56,095 shares 56,095 $2.65M 0.03% +164 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,837 shares; 2024Q4: 111,647 shares; 2025Q1: 105,298 shares; 2025Q2: 104,518 shares; 2025Q3: 104,483 shares; 2025Q4: 104,647 shares 104,647 $2.64M 0.03% +164 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,145 shares; 2024Q4: 18,419 shares; 2025Q1: 18,234 shares; 2025Q2: 18,307 shares; 2025Q3: 18,390 shares; 2025Q4: 18,572 shares 18,572 $2.64M 0.03% +182 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 5,761 shares; 2025Q1: 4,977 shares; 2025Q2: 7,368 shares; 2025Q3: 8,464 shares; 2025Q4: 8,346 shares 8,346 $2.63M 0.03% -118 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,535 shares; 2024Q4: 16,969 shares; 2025Q1: 16,885 shares; 2025Q2: 17,482 shares; 2025Q3: 19,431 shares; 2025Q4: 20,505 shares 20,505 $2.63M 0.03% +1,074 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,168 shares; 2024Q4: 32,245 shares; 2025Q1: 30,001 shares; 2025Q2: 30,659 shares; 2025Q3: 32,100 shares; 2025Q4: 31,357 shares 31,357 $2.61M 0.03% -743 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: 3,724 shares; 2024Q4: 3,553 shares; 2025Q1: 3,252 shares; 2025Q2: 3,518 shares; 2025Q3: 3,477 shares; 2025Q4: 3,191 shares 3,191 $2.61M 0.03% -286 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,165 shares; 2024Q4: 9,165 shares; 2025Q1: 9,165 shares; 2025Q2: 9,435 shares; 2025Q3: 10,336 shares; 2025Q4: 10,125 shares 10,125 $2.56M 0.03% -211 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 5,474 shares; 2025Q1: 5,002 shares; 2025Q2: 4,794 shares; 2025Q3: 4,521 shares; 2025Q4: 4,430 shares 4,430 $2.55M 0.03% -91 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 4,797 shares; 2025Q1: 11,151 shares; 2025Q2: 11,466 shares; 2025Q3: 15,486 shares; 2025Q4: 15,468 shares 15,468 $2.54M 0.03% -18 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,748 shares; 2024Q4: 14,462 shares; 2025Q1: 22,400 shares; 2025Q2: 25,140 shares; 2025Q3: 22,415 shares; 2025Q4: 22,383 shares 22,383 $2.54M 0.03% -32 Timeline JMTG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,552 shares; 2025Q3: 49,582 shares; 2025Q4: 49,394 shares 49,394 $2.53M 0.03% -188 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: 5,383 shares; 2024Q4: 6,026 shares; 2025Q1: 5,127 shares; 2025Q2: 5,466 shares; 2025Q3: 5,462 shares; 2025Q4: 5,340 shares 5,340 $2.53M 0.03% -122 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: 23,373 shares; 2024Q4: 27,563 shares; 2025Q1: 25,729 shares; 2025Q2: 28,161 shares; 2025Q3: 27,067 shares; 2025Q4: 31,777 shares 31,777 $2.53M 0.03% +4,710 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,248 shares; 2024Q4: 10,541 shares; 2025Q1: 12,041 shares; 2025Q2: 24,506 shares; 2025Q3: 24,073 shares; 2025Q4: 23,601 shares 23,601 $2.52M 0.03% -472 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,381 shares; 2024Q4: 14,029 shares; 2025Q1: 15,924 shares; 2025Q2: 14,589 shares; 2025Q3: 14,575 shares; 2025Q4: 13,392 shares 13,392 $2.52M 0.03% -1,183 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,300 shares; 2024Q4: 47,626 shares; 2025Q1: 41,147 shares; 2025Q2: 47,092 shares; 2025Q3: 45,491 shares; 2025Q4: 55,303 shares 55,303 $2.5M 0.03% +9,812 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,959 shares; 2024Q4: 28,813 shares; 2025Q1: 27,468 shares; 2025Q2: 25,953 shares; 2025Q3: 25,657 shares; 2025Q4: 26,126 shares 26,126 $2.5M 0.03% +469 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,927 shares; 2024Q4: 11,129 shares; 2025Q1: 16,248 shares; 2025Q2: 17,689 shares; 2025Q3: 18,023 shares; 2025Q4: 13,417 shares 13,417 $2.48M 0.03% -4,606 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: 12,711 shares; 2024Q4: 17,813 shares; 2025Q1: 13,694 shares; 2025Q2: 10,647 shares; 2025Q3: 9,233 shares; 2025Q4: 9,413 shares 9,413 $2.46M 0.03% +180 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 19,383 shares; 2025Q1: 18,290 shares; 2025Q2: 17,791 shares; 2025Q3: 17,439 shares; 2025Q4: 17,257 shares 17,257 $2.46M 0.03% -182 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,613 shares; 2025Q1: 6,268 shares; 2025Q2: 7,672 shares; 2025Q3: 10,857 shares; 2025Q4: 8,716 shares 8,716 $2.44M 0.03% -2,141 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,545 shares; 2024Q4: 31,954 shares; 2025Q1: 30,062 shares; 2025Q2: 30,339 shares; 2025Q3: 23,323 shares; 2025Q4: 21,412 shares 21,412 $2.43M 0.03% -1,911 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,619 shares; 2024Q4: 22,341 shares; 2025Q1: 21,121 shares; 2025Q2: 21,010 shares; 2025Q3: 21,405 shares; 2025Q4: 20,854 shares 20,854 $2.42M 0.03% -551 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: 2,059 shares; 2024Q4: 3,218 shares; 2025Q1: 1,751 shares; 2025Q2: 3,103 shares; 2025Q3: 3,259 shares; 2025Q4: 3,813 shares 3,813 $2.41M 0.03% +554 Timeline EFSI EAGLE FINL SVCS INC More: the full row for EAGLE FINL SVCS 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: 60,400 shares; 2025Q3: 60,400 shares; 2025Q4: 60,400 shares 60,400 $2.4M 0.03% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,647 shares; 2024Q4: 93,625 shares; 2025Q1: 89,910 shares; 2025Q2: 107,342 shares; 2025Q3: 79,980 shares; 2025Q4: 77,518 shares 77,518 $2.35M 0.03% -2,462 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: 15,763 shares; 2024Q4: 16,068 shares; 2025Q1: 14,595 shares; 2025Q2: 14,728 shares; 2025Q3: 12,856 shares; 2025Q4: 12,367 shares 12,367 $2.32M 0.03% -489 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,608 shares; 2024Q4: 60,497 shares; 2025Q1: 62,188 shares; 2025Q2: 63,628 shares; 2025Q3: 62,354 shares; 2025Q4: 63,661 shares 63,661 $2.31M 0.03% +1,307 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,874 shares; 2024Q4: 16,889 shares; 2025Q1: 15,443 shares; 2025Q2: 14,962 shares; 2025Q3: 14,791 shares; 2025Q4: 17,927 shares 17,927 $2.31M 0.03% +3,136 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 4,312 shares; 2025Q1: 3,086 shares; 2025Q2: 4,349 shares; 2025Q3: 5,231 shares; 2025Q4: 4,448 shares 4,448 $2.29M 0.03% -783 Timeline XLY 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: 3,084 shares; 2024Q4: 3,193 shares; 2025Q1: 3,255 shares; 2025Q2: 9,053 shares; 2025Q3: 9,165 shares; 2025Q4: 18,995 shares 18,995 $2.29M 0.03% +9,830 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: 1,176 shares; 2024Q4: 2,091 shares; 2025Q1: 2,836 shares; 2025Q2: 3,132 shares; 2025Q3: 2,939 shares; 2025Q4: 3,985 shares 3,985 $2.28M 0.03% +1,046 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,915 shares; 2024Q4: 15,211 shares; 2025Q1: 15,233 shares; 2025Q2: 14,425 shares; 2025Q3: 14,582 shares; 2025Q4: 13,683 shares 13,683 $2.24M 0.03% -899 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 9,498 shares; 2025Q1: 8,164 shares; 2025Q2: 13,226 shares; 2025Q3: 11,803 shares; 2025Q4: 9,669 shares 9,669 $2.23M 0.03% -2,134 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 9,100 shares; 2025Q1: 6,675 shares; 2025Q2: 9,460 shares; 2025Q3: 11,214 shares; 2025Q4: 9,965 shares 9,965 $2.21M 0.03% -1,249 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,769 shares; 2024Q4: 24,903 shares; 2025Q1: 25,622 shares; 2025Q2: 23,865 shares; 2025Q3: 23,995 shares; 2025Q4: 27,448 shares 27,448 $2.21M 0.03% +3,453 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,845 shares; 2024Q4: 40,127 shares; 2025Q1: 37,337 shares; 2025Q2: 36,891 shares; 2025Q3: 36,131 shares; 2025Q4: 34,014 shares 34,014 $2.2M 0.03% -2,117 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 9,677 shares; 2025Q1: 8,452 shares; 2025Q2: 12,071 shares; 2025Q3: 9,976 shares; 2025Q4: 11,507 shares 11,507 $2.19M 0.03% +1,531 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: 6,387 shares; 2024Q4: 6,087 shares; 2025Q1: 5,947 shares; 2025Q2: 5,980 shares; 2025Q3: 7,072 shares; 2025Q4: 7,260 shares 7,260 $2.17M 0.03% +188 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,680 shares; 2024Q4: 52,751 shares; 2025Q1: 47,919 shares; 2025Q2: 49,774 shares; 2025Q3: 50,521 shares; 2025Q4: 43,717 shares 43,717 $2.16M 0.03% -6,804 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: 34,061 shares; 2024Q4: 26,870 shares; 2025Q1: 26,347 shares; 2025Q2: 24,742 shares; 2025Q3: 24,347 shares; 2025Q4: 24,708 shares 24,708 $2.13M 0.03% +361 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: 4,522 shares; 2024Q4: 4,491 shares; 2025Q1: 4,758 shares; 2025Q2: 16,437 shares; 2025Q3: 16,717 shares; 2025Q4: 17,779 shares 17,779 $2.1M 0.03% +1,062 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,185 shares; 2024Q4: 19,471 shares; 2025Q1: 17,188 shares; 2025Q2: 16,371 shares; 2025Q3: 15,916 shares; 2025Q4: 14,365 shares 14,365 $2.09M 0.03% -1,551 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,905 shares; 2024Q4: 195,910 shares; 2025Q1: 149,285 shares; 2025Q2: 151,406 shares; 2025Q3: 132,674 shares; 2025Q4: 120,677 shares 120,677 $2.09M 0.03% -11,997 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: 6,386 shares; 2024Q4: 7,380 shares; 2025Q1: 7,350 shares; 2025Q2: 8,860 shares; 2025Q3: 9,045 shares; 2025Q4: 7,890 shares 7,890 $2.09M 0.03% -1,155 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,925 shares; 2024Q4: 21,414 shares; 2025Q1: 22,439 shares; 2025Q2: 23,499 shares; 2025Q3: 23,300 shares; 2025Q4: 26,312 shares 26,312 $2.09M 0.03% +3,012 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,847 shares; 2024Q4: 40,754 shares; 2025Q1: 40,877 shares; 2025Q2: 45,951 shares; 2025Q3: 45,984 shares; 2025Q4: 46,078 shares 46,078 $2.08M 0.03% +94 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: 32,048 shares; 2024Q4: 27,748 shares; 2025Q1: 26,694 shares; 2025Q2: 23,979 shares; 2025Q3: 20,376 shares; 2025Q4: 21,311 shares 21,311 $2.08M 0.03% +935 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: 30,105 shares; 2024Q4: 27,031 shares; 2025Q1: 24,190 shares; 2025Q2: 25,689 shares; 2025Q3: 25,586 shares; 2025Q4: 27,924 shares 27,924 $2.07M 0.03% +2,338 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,638 shares; 2024Q4: 30,590 shares; 2025Q1: 30,488 shares; 2025Q2: 30,733 shares; 2025Q3: 35,520 shares; 2025Q4: 30,746 shares 30,746 $2.07M 0.03% -4,774 Timeline BBAX 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: 34,944 shares; 2024Q4: 34,431 shares; 2025Q1: 35,412 shares; 2025Q2: 35,047 shares; 2025Q3: 34,888 shares; 2025Q4: 36,326 shares 36,326 $2.06M 0.03% +1,438 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: 6,782 shares; 2024Q4: 5,886 shares; 2025Q1: 5,239 shares; 2025Q2: 5,147 shares; 2025Q3: 4,759 shares; 2025Q4: 4,174 shares 4,174 $2.06M 0.03% -585 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: 327,368 shares; 2024Q4: 308,544 shares; 2025Q1: 273,219 shares; 2025Q2: 261,503 shares; 2025Q3: 228,672 shares; 2025Q4: 204,232 shares 204,232 $2.06M 0.03% -24,440 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,553 shares; 2025Q1: 10,618 shares; 2025Q2: 15,021 shares; 2025Q3: 17,533 shares; 2025Q4: 17,805 shares 17,805 $2.06M 0.03% +272 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,388 shares; 2024Q4: 17,019 shares; 2025Q1: 19,460 shares; 2025Q2: 15,149 shares; 2025Q3: 16,791 shares; 2025Q4: 15,813 shares 15,813 $2.05M 0.03% -978 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,958 shares; 2024Q4: 39,826 shares; 2025Q1: 32,258 shares; 2025Q2: 35,694 shares; 2025Q3: 36,780 shares; 2025Q4: 34,759 shares 34,759 $2.05M 0.03% -2,021 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,913 shares; 2024Q4: 9,210 shares; 2025Q1: 10,672 shares; 2025Q2: 7,042 shares; 2025Q3: 6,885 shares; 2025Q4: 9,948 shares 9,948 $2.05M 0.03% +3,063 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,825 shares; 2024Q4: 29,635 shares; 2025Q1: 27,541 shares; 2025Q2: 26,304 shares; 2025Q3: 26,168 shares; 2025Q4: 19,995 shares 19,995 $2.05M 0.03% -6,173 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,759 shares; 2024Q4: 19,260 shares; 2025Q1: 18,022 shares; 2025Q2: 16,674 shares; 2025Q3: 16,676 shares; 2025Q4: 16,678 shares 16,678 $2.04M 0.03% +2 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 8,778 shares; 2025Q1: 7,885 shares; 2025Q2: 8,773 shares; 2025Q3: 7,603 shares; 2025Q4: 7,216 shares 7,216 $2.03M 0.03% -387 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,686 shares; 2024Q4: 61,770 shares; 2025Q1: 44,433 shares; 2025Q2: 59,969 shares; 2025Q3: 57,272 shares; 2025Q4: 48,998 shares 48,998 $2.03M 0.03% -8,274 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,545 shares; 2024Q4: 23,145 shares; 2025Q1: 23,028 shares; 2025Q2: 22,802 shares; 2025Q3: 23,268 shares; 2025Q4: 22,768 shares 22,768 $2.01M 0.03% -500 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: 68,591 shares; 2024Q4: 63,113 shares; 2025Q1: 57,070 shares; 2025Q2: 56,920 shares; 2025Q3: 54,825 shares; 2025Q4: 55,161 shares 55,161 $2.01M 0.03% +336 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: 8,207 shares; 2024Q4: 7,561 shares; 2025Q1: 7,068 shares; 2025Q2: 7,780 shares; 2025Q3: 5,761 shares; 2025Q4: 6,898 shares 6,898 $2M 0.03% +1,137 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: 5,166 shares; 2024Q4: 5,279 shares; 2025Q1: 6,363 shares; 2025Q2: 22,663 shares; 2025Q3: 23,214 shares; 2025Q4: 46,442 shares 46,442 $2M 0.03% +23,228 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,975 shares; 2024Q4: 21,374 shares; 2025Q1: 22,555 shares; 2025Q2: 24,042 shares; 2025Q3: 24,840 shares; 2025Q4: 24,348 shares 24,348 $1.99M 0.03% -492 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,581 shares; 2024Q4: 13,276 shares; 2025Q1: 12,824 shares; 2025Q2: 14,995 shares; 2025Q3: 15,803 shares; 2025Q4: 19,517 shares 19,517 $1.99M 0.03% +3,714 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,520 shares; 2025Q1: 2,668 shares; 2025Q2: 3,018 shares; 2025Q3: 3,334 shares; 2025Q4: 3,274 shares 3,274 $1.99M 0.03% -60 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,221 shares; 2024Q4: 34,081 shares; 2025Q1: 40,775 shares; 2025Q2: 60,483 shares; 2025Q3: 60,586 shares; 2025Q4: 60,392 shares 60,392 $1.98M 0.03% -194 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,432 shares; 2024Q4: 7,025 shares; 2025Q1: 6,683 shares; 2025Q2: 26,448 shares; 2025Q3: 27,034 shares; 2025Q4: 26,153 shares 26,153 $1.98M 0.03% -881 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,788 shares; 2024Q4: 105,430 shares; 2025Q1: 30,753 shares; 2025Q2: 22,024 shares; 2025Q3: 33,304 shares; 2025Q4: 24,031 shares 24,031 $1.98M 0.03% -9,273 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,860 shares; 2024Q4: 191,886 shares; 2025Q1: 149,088 shares; 2025Q2: 93,522 shares; 2025Q3: 83,567 shares; 2025Q4: 74,147 shares 74,147 $1.98M 0.03% -9,420 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: 4,603 shares; 2024Q4: 4,894 shares; 2025Q1: 7,932 shares; 2025Q2: 8,147 shares; 2025Q3: 9,057 shares; 2025Q4: 8,648 shares 8,648 $1.97M 0.03% -409 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 16,591 shares; 2025Q1: 19,271 shares; 2025Q2: 18,053 shares; 2025Q3: 17,723 shares; 2025Q4: 18,528 shares 18,528 $1.96M 0.02% +805 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,807 shares; 2024Q4: 58,444 shares; 2025Q1: 45,889 shares; 2025Q2: 45,804 shares; 2025Q3: 43,844 shares; 2025Q4: 40,163 shares 40,163 $1.96M 0.02% -3,681 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 16,451 shares; 2025Q1: 20,562 shares; 2025Q2: 22,323 shares; 2025Q3: 24,346 shares; 2025Q4: 25,268 shares 25,268 $1.96M 0.02% +922 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,404 shares; 2024Q4: 49,395 shares; 2025Q1: 44,865 shares; 2025Q2: 45,222 shares; 2025Q3: 46,666 shares; 2025Q4: 50,643 shares 50,643 $1.95M 0.02% +3,977 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,182 shares; 2024Q4: 12,811 shares; 2025Q1: 12,903 shares; 2025Q2: 12,914 shares; 2025Q3: 12,451 shares; 2025Q4: 10,991 shares 10,991 $1.94M 0.02% -1,460 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,102 shares; 2024Q4: 43,307 shares; 2025Q1: 32,864 shares; 2025Q2: 43,043 shares; 2025Q3: 46,877 shares; 2025Q4: 47,244 shares 47,244 $1.93M 0.02% +367 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,456 shares; 2024Q4: 6,613 shares; 2025Q1: 36,185 shares; 2025Q2: 41,310 shares; 2025Q3: 43,889 shares; 2025Q4: 41,614 shares 41,614 $1.92M 0.02% -2,275 Timeline XLI 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: 3,631 shares; 2024Q4: 4,450 shares; 2025Q1: 5,799 shares; 2025Q2: 12,062 shares; 2025Q3: 12,027 shares; 2025Q4: 12,211 shares 12,211 $1.91M 0.02% +184 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: 19,390 shares; 2024Q4: 28,408 shares; 2025Q1: 19,107 shares; 2025Q2: 26,979 shares; 2025Q3: 21,686 shares; 2025Q4: 15,049 shares 15,049 $1.9M 0.02% -6,637 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 3,994 shares; 2025Q1: 4,253 shares; 2025Q2: 4,863 shares; 2025Q3: 4,345 shares; 2025Q4: 5,452 shares 5,452 $1.9M 0.02% +1,107 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,439 shares; 2024Q4: 12,759 shares; 2025Q1: 11,645 shares; 2025Q2: 12,456 shares; 2025Q3: 11,928 shares; 2025Q4: 11,518 shares 11,518 $1.9M 0.02% -410 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 4,066 shares; 2025Q1: 4,061 shares; 2025Q2: 4,546 shares; 2025Q3: 4,407 shares; 2025Q4: 4,797 shares 4,797 $1.89M 0.02% +390 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,346 shares; 2024Q4: 22,879 shares; 2025Q1: 20,588 shares; 2025Q2: 20,330 shares; 2025Q3: 20,259 shares; 2025Q4: 20,146 shares 20,146 $1.86M 0.02% -113 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 3,243 shares; 2025Q1: 12,882 shares; 2025Q2: 14,016 shares; 2025Q3: 14,846 shares; 2025Q4: 14,463 shares 14,463 $1.86M 0.02% -383 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 926 shares; 2025Q1: 1,327 shares; 2025Q2: 1,394 shares; 2025Q3: 1,355 shares; 2025Q4: 1,410 shares 1,410 $1.86M 0.02% +55 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,806 shares; 2024Q4: 10,142 shares; 2025Q1: 9,387 shares; 2025Q2: 6,601 shares; 2025Q3: 6,777 shares; 2025Q4: 8,574 shares 8,574 $1.84M 0.02% +1,797 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,833 shares; 2024Q4: 26,531 shares; 2025Q1: 24,310 shares; 2025Q2: 30,382 shares; 2025Q3: 29,191 shares; 2025Q4: 35,654 shares 35,654 $1.83M 0.02% +6,463 Timeline XLP 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: 10,434 shares; 2024Q4: 10,463 shares; 2025Q1: 10,852 shares; 2025Q2: 23,824 shares; 2025Q3: 23,205 shares; 2025Q4: 23,441 shares 23,441 $1.83M 0.02% +236 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,191 shares; 2024Q4: 194,818 shares; 2025Q1: 204,277 shares; 2025Q2: 119,893 shares; 2025Q3: 119,160 shares; 2025Q4: 97,919 shares 97,919 $1.83M 0.02% -21,241 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 6,692 shares; 2025Q1: 5,557 shares; 2025Q2: 9,402 shares; 2025Q3: 11,409 shares; 2025Q4: 10,348 shares 10,348 $1.82M 0.02% -1,061 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,764 shares; 2024Q4: 17,406 shares; 2025Q1: 14,892 shares; 2025Q2: 15,046 shares; 2025Q3: 14,960 shares; 2025Q4: 14,811 shares 14,811 $1.82M 0.02% -149 Timeline IEUR 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: 51,516 shares; 2024Q4: 47,433 shares; 2025Q1: 43,438 shares; 2025Q2: 30,714 shares; 2025Q3: 30,334 shares; 2025Q4: 25,495 shares 25,495 $1.82M 0.02% -4,839 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: 12,603 shares; 2024Q4: 10,082 shares; 2025Q1: 8,698 shares; 2025Q2: 5,670 shares; 2025Q3: 6,523 shares; 2025Q4: 8,669 shares 8,669 $1.79M 0.02% +2,146 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,387 shares; 2024Q4: 32,819 shares; 2025Q1: 32,150 shares; 2025Q2: 31,443 shares; 2025Q3: 61,568 shares; 2025Q4: 49,097 shares 49,097 $1.79M 0.02% -12,471 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,192 shares; 2024Q4: 16,034 shares; 2025Q1: 15,498 shares; 2025Q2: 9,304 shares; 2025Q3: 9,607 shares; 2025Q4: 10,381 shares 10,381 $1.78M 0.02% +774 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,155 shares; 2024Q4: 59,782 shares; 2025Q1: 58,022 shares; 2025Q2: 65,799 shares; 2025Q3: 65,267 shares; 2025Q4: 64,643 shares 64,643 $1.78M 0.02% -624 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,952 shares; 2024Q4: 10,548 shares; 2025Q1: 11,778 shares; 2025Q2: 10,589 shares; 2025Q3: 10,875 shares; 2025Q4: 10,740 shares 10,740 $1.77M 0.02% -135 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 12,436 shares; 2025Q1: 10,576 shares; 2025Q2: 13,072 shares; 2025Q3: 10,060 shares; 2025Q4: 8,059 shares 8,059 $1.75M 0.02% -2,001 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,630 shares; 2024Q4: 22,123 shares; 2025Q1: 20,503 shares; 2025Q2: 17,400 shares; 2025Q3: 15,213 shares; 2025Q4: 15,722 shares 15,722 $1.74M 0.02% +509 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: 8,141 shares; 2024Q4: 21,602 shares; 2025Q1: 14,717 shares; 2025Q2: 20,831 shares; 2025Q3: 21,352 shares; 2025Q4: 20,970 shares 20,970 $1.73M 0.02% -382 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,563 shares 20,563 $1.73M 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,242 shares; 2024Q4: 20,017 shares; 2025Q1: 19,580 shares; 2025Q2: 17,876 shares; 2025Q3: 19,602 shares; 2025Q4: 19,407 shares 19,407 $1.72M 0.02% -195 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,353 shares; 2024Q4: 41,984 shares; 2025Q1: 35,024 shares; 2025Q2: 25,938 shares; 2025Q3: 26,255 shares; 2025Q4: 28,599 shares 28,599 $1.72M 0.02% +2,344 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: 4,977 shares; 2024Q4: 4,454 shares; 2025Q1: 4,456 shares; 2025Q2: 5,647 shares; 2025Q3: 6,722 shares; 2025Q4: 7,401 shares 7,401 $1.71M 0.02% +679 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,348 shares; 2024Q4: 26,650 shares; 2025Q1: 22,729 shares; 2025Q2: 21,260 shares; 2025Q3: 19,764 shares; 2025Q4: 19,181 shares 19,181 $1.71M 0.02% -583 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: 12,131 shares; 2024Q4: 13,056 shares; 2025Q1: 12,364 shares; 2025Q2: 12,922 shares; 2025Q3: 12,049 shares; 2025Q4: 11,986 shares 11,986 $1.71M 0.02% -63 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,580 shares 25,580 $1.69M 0.02% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,053 shares; 2024Q4: 8,779 shares; 2025Q1: 8,587 shares; 2025Q2: 8,800 shares; 2025Q3: 8,491 shares; 2025Q4: 7,775 shares 7,775 $1.68M 0.02% -716 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,328 shares; 2024Q4: 11,580 shares; 2025Q1: 11,386 shares; 2025Q2: 16,340 shares; 2025Q3: 15,964 shares; 2025Q4: 15,287 shares 15,287 $1.68M 0.02% -677 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,858 shares; 2024Q4: 72,242 shares; 2025Q1: 67,184 shares; 2025Q2: 65,640 shares; 2025Q3: 48,922 shares; 2025Q4: 46,060 shares 46,060 $1.68M 0.02% -2,862 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,342 shares 120,342 $1.68M 0.02% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,674 shares; 2024Q4: 343,179 shares; 2025Q1: 342,198 shares; 2025Q2: 331,420 shares; 2025Q3: 330,708 shares; 2025Q4: 332,111 shares 332,111 $1.68M 0.02% +1,403 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,798 shares; 2024Q4: 91,090 shares; 2025Q1: 100,403 shares; 2025Q2: 120,933 shares; 2025Q3: 128,589 shares; 2025Q4: 141,059 shares 141,059 $1.67M 0.02% +12,470 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,395 shares; 2024Q4: 16,825 shares; 2025Q1: 15,161 shares; 2025Q2: 19,277 shares; 2025Q3: 18,659 shares; 2025Q4: 19,782 shares 19,782 $1.66M 0.02% +1,123 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: 8,000 shares; 2024Q4: 9,392 shares; 2025Q1: 8,568 shares; 2025Q2: 13,838 shares; 2025Q3: 9,842 shares; 2025Q4: 10,085 shares 10,085 $1.66M 0.02% +243 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: 11,138 shares; 2024Q4: 15,174 shares; 2025Q1: 15,816 shares; 2025Q2: 16,016 shares; 2025Q3: 16,226 shares; 2025Q4: 16,280 shares 16,280 $1.65M 0.02% +54 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,957 shares; 2024Q4: 55,882 shares; 2025Q1: 47,270 shares; 2025Q2: 39,153 shares; 2025Q3: 37,313 shares; 2025Q4: 36,934 shares 36,934 $1.64M 0.02% -379 Timeline MSML 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: 24,427 shares; 2024Q4: 24,522 shares; 2025Q1: 24,592 shares; 2025Q2: 24,669 shares; 2025Q3: 24,754 shares; 2025Q4: 24,869 shares 24,869 $1.63M 0.02% +115 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,384 shares; 2024Q4: 24,230 shares; 2025Q1: 18,209 shares; 2025Q2: 22,395 shares; 2025Q3: 26,551 shares; 2025Q4: 20,564 shares 20,564 $1.63M 0.02% -5,987 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: 177,433 shares; 2024Q4: 141,170 shares; 2025Q1: 128,707 shares; 2025Q2: 104,831 shares; 2025Q3: 36,343 shares; 2025Q4: 32,502 shares 32,502 $1.61M 0.02% -3,841 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,361 shares; 2024Q4: 43,519 shares; 2025Q1: 37,599 shares; 2025Q2: 45,763 shares; 2025Q3: 49,008 shares; 2025Q4: 46,267 shares 46,267 $1.61M 0.02% -2,741 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,541 shares; 2024Q4: 23,655 shares; 2025Q1: 18,453 shares; 2025Q2: 22,882 shares; 2025Q3: 23,718 shares; 2025Q4: 23,108 shares 23,108 $1.6M 0.02% -610 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 9,302 shares; 2025Q1: 7,134 shares; 2025Q2: 10,129 shares; 2025Q3: 9,256 shares; 2025Q4: 9,727 shares 9,727 $1.59M 0.02% +471 Timeline JTEK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,583 shares; 2025Q4: 17,450 shares 17,450 $1.59M 0.02% +14,867 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: 14,406 shares; 2024Q4: 14,379 shares; 2025Q1: 13,266 shares; 2025Q2: 7,487 shares; 2025Q3: 7,539 shares; 2025Q4: 8,656 shares 8,656 $1.57M 0.02% +1,117 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,371 shares; 2024Q4: 16,617 shares; 2025Q1: 17,153 shares; 2025Q2: 19,113 shares; 2025Q3: 18,593 shares; 2025Q4: 18,026 shares 18,026 $1.57M 0.02% -567 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,001 shares; 2024Q4: 23,895 shares; 2025Q1: 12,010 shares; 2025Q2: 21,546 shares; 2025Q3: 21,235 shares; 2025Q4: 18,839 shares 18,839 $1.56M 0.02% -2,396 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,358 shares; 2024Q4: 16,993 shares; 2025Q1: 10,866 shares; 2025Q2: 15,388 shares; 2025Q3: 15,421 shares; 2025Q4: 14,673 shares 14,673 $1.55M 0.02% -748 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,089 shares; 2024Q4: 27,301 shares; 2025Q1: 26,280 shares; 2025Q2: 22,976 shares; 2025Q3: 23,338 shares; 2025Q4: 22,564 shares 22,564 $1.55M 0.02% -774 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,955 shares; 2024Q4: 6,473 shares; 2025Q1: 6,726 shares; 2025Q2: 6,768 shares; 2025Q3: 7,480 shares; 2025Q4: 7,367 shares 7,367 $1.55M 0.02% -113 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: 2,503 shares; 2024Q4: 5,099 shares; 2025Q1: 3,017 shares; 2025Q2: 5,546 shares; 2025Q3: 5,429 shares; 2025Q4: 6,098 shares 6,098 $1.54M 0.02% +669 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: 5,605 shares; 2024Q4: 5,941 shares; 2025Q1: 5,523 shares; 2025Q2: 6,023 shares; 2025Q3: 5,983 shares; 2025Q4: 5,975 shares 5,975 $1.54M 0.02% -8 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: 2,774 shares; 2024Q4: 3,712 shares; 2025Q1: 2,911 shares; 2025Q2: 3,788 shares; 2025Q3: 3,584 shares; 2025Q4: 2,644 shares 2,644 $1.54M 0.02% -940 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,639 shares; 2024Q4: 93,363 shares; 2025Q1: 76,094 shares; 2025Q2: 72,086 shares; 2025Q3: 68,531 shares; 2025Q4: 66,215 shares 66,215 $1.54M 0.02% -2,316 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,840 shares; 2024Q4: 20,586 shares; 2025Q1: 21,036 shares; 2025Q2: 22,975 shares; 2025Q3: 23,782 shares; 2025Q4: 27,081 shares 27,081 $1.53M 0.02% +3,299 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,559 shares; 2024Q4: 25,146 shares; 2025Q1: 25,476 shares; 2025Q2: 25,616 shares; 2025Q3: 30,525 shares; 2025Q4: 25,779 shares 25,779 $1.53M 0.02% -4,746 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,309 shares; 2024Q4: 25,396 shares; 2025Q1: 26,529 shares; 2025Q2: 28,423 shares; 2025Q3: 34,955 shares; 2025Q4: 26,698 shares 26,698 $1.52M 0.02% -8,257 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: 56,165 shares; 2024Q4: 56,728 shares; 2025Q1: 55,190 shares; 2025Q2: 55,313 shares; 2025Q3: 46,089 shares; 2025Q4: 38,502 shares 38,502 $1.52M 0.02% -7,587 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,610 shares; 2024Q4: 16,318 shares; 2025Q1: 16,357 shares; 2025Q2: 15,067 shares; 2025Q3: 11,668 shares; 2025Q4: 11,917 shares 11,917 $1.51M 0.02% +249 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: 14,699 shares; 2024Q4: 15,290 shares; 2025Q1: 15,294 shares; 2025Q2: 17,210 shares; 2025Q3: 17,126 shares; 2025Q4: 17,922 shares 17,922 $1.5M 0.02% +796 Timeline SCHP 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: 38,546 shares; 2024Q4: 57,455 shares; 2025Q1: 56,606 shares; 2025Q2: 57,882 shares; 2025Q3: 57,880 shares; 2025Q4: 56,635 shares 56,635 $1.5M 0.02% -1,245 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,644 shares; 2024Q4: 29,626 shares; 2025Q1: 28,555 shares; 2025Q2: 30,864 shares; 2025Q3: 31,400 shares; 2025Q4: 31,250 shares 31,250 $1.5M 0.02% -150 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,086 shares; 2025Q2: 30,872 shares; 2025Q3: 30,741 shares; 2025Q4: 30,829 shares 30,829 $1.5M 0.02% +88 Timeline GOVT 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: 155,865 shares; 2024Q4: 146,064 shares; 2025Q1: 68,503 shares; 2025Q2: 55,504 shares; 2025Q3: 63,103 shares; 2025Q4: 64,913 shares 64,913 $1.5M 0.02% +1,810 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,951 shares; 2024Q4: 76,344 shares; 2025Q1: 76,047 shares; 2025Q2: 83,348 shares; 2025Q3: 88,600 shares; 2025Q4: 93,557 shares 93,557 $1.49M 0.02% +4,957 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,673 shares; 2024Q4: 24,401 shares; 2025Q1: 20,797 shares; 2025Q2: 19,758 shares; 2025Q3: 18,852 shares; 2025Q4: 21,910 shares 21,910 $1.49M 0.02% +3,058 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,300 shares; 2024Q4: 37,622 shares; 2025Q1: 36,326 shares; 2025Q2: 40,431 shares; 2025Q3: 41,037 shares; 2025Q4: 41,644 shares 41,644 $1.48M 0.02% +607 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,382 shares; 2024Q4: 16,978 shares; 2025Q1: 16,970 shares; 2025Q2: 17,039 shares; 2025Q3: 16,192 shares; 2025Q4: 14,928 shares 14,928 $1.48M 0.02% -1,264 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,538 shares; 2024Q4: 19,798 shares; 2025Q1: 18,863 shares; 2025Q2: 17,599 shares; 2025Q3: 16,118 shares; 2025Q4: 16,630 shares 16,630 $1.48M 0.02% +512 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: 6,663 shares; 2024Q4: 34,204 shares; 2025Q1: 34,213 shares; 2025Q2: 26,779 shares; 2025Q3: 29,295 shares; 2025Q4: 29,349 shares 29,349 $1.48M 0.02% +54 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,832 shares; 2025Q1: 5,585 shares; 2025Q2: 6,766 shares; 2025Q3: 6,559 shares; 2025Q4: 7,119 shares 7,119 $1.48M 0.02% +560 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,212 shares; 2024Q4: 12,394 shares; 2025Q1: 12,225 shares; 2025Q2: 15,967 shares; 2025Q3: 12,769 shares; 2025Q4: 13,268 shares 13,268 $1.47M 0.02% +499 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 10,814 shares; 2025Q1: 11,057 shares; 2025Q2: 11,752 shares; 2025Q3: 10,553 shares; 2025Q4: 12,344 shares 12,344 $1.47M 0.02% +1,791 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,008 shares; 2024Q4: 6,103 shares; 2025Q1: 3,078 shares; 2025Q2: 4,710 shares; 2025Q3: 4,806 shares; 2025Q4: 4,957 shares 4,957 $1.46M 0.02% +151 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,248 shares; 2024Q4: 17,865 shares; 2025Q1: 16,059 shares; 2025Q2: 16,579 shares; 2025Q3: 17,848 shares; 2025Q4: 16,980 shares 16,980 $1.46M 0.02% -868 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,280 shares; 2025Q1: 32,238 shares; 2025Q2: 33,994 shares; 2025Q3: 33,740 shares; 2025Q4: 32,006 shares 32,006 $1.46M 0.02% -1,734 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: 8,734 shares; 2024Q4: 8,119 shares; 2025Q1: 7,240 shares; 2025Q2: 7,526 shares; 2025Q3: 7,528 shares; 2025Q4: 6,707 shares 6,707 $1.45M 0.02% -821 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: 4,765 shares; 2024Q4: 4,841 shares; 2025Q1: 3,744 shares; 2025Q2: 4,223 shares; 2025Q3: 4,021 shares; 2025Q4: 4,236 shares 4,236 $1.44M 0.02% +215 Timeline SCHA 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: 11,804 shares; 2024Q4: 22,981 shares; 2025Q1: 22,759 shares; 2025Q2: 49,756 shares; 2025Q3: 48,661 shares; 2025Q4: 49,690 shares 49,690 $1.43M 0.02% +1,029 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,238 shares; 2024Q4: 36,189 shares; 2025Q1: 21,368 shares; 2025Q2: 34,964 shares; 2025Q3: 46,111 shares; 2025Q4: 46,088 shares 46,088 $1.42M 0.02% -23 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: 33,401 shares; 2024Q4: 42,850 shares; 2025Q1: 29,158 shares; 2025Q2: 15,336 shares; 2025Q3: 15,323 shares; 2025Q4: 30,158 shares 30,158 $1.42M 0.02% +14,835 Timeline JFLX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,044 shares 28,044 $1.42M 0.02% new Timeline SCHH 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: 85,568 shares; 2024Q4: 79,067 shares; 2025Q1: 77,752 shares; 2025Q2: 65,592 shares; 2025Q3: 65,690 shares; 2025Q4: 67,231 shares 67,231 $1.41M 0.02% +1,541 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,056 shares; 2024Q4: 11,703 shares; 2025Q1: 11,522 shares; 2025Q2: 10,807 shares; 2025Q3: 10,808 shares; 2025Q4: 10,499 shares 10,499 $1.41M 0.02% -309 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,964 shares; 2024Q4: 70,788 shares; 2025Q1: 67,477 shares; 2025Q2: 75,961 shares; 2025Q3: 80,076 shares; 2025Q4: 83,108 shares 83,108 $1.4M 0.02% +3,032 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,885 shares; 2024Q4: 9,971 shares; 2025Q1: 9,971 shares; 2025Q2: 9,971 shares; 2025Q3: 9,971 shares; 2025Q4: 9,971 shares 9,971 $1.4M 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,429 shares; 2024Q4: 23,687 shares; 2025Q1: 22,658 shares; 2025Q2: 23,551 shares; 2025Q3: 19,921 shares; 2025Q4: 18,866 shares 18,866 $1.4M 0.02% -1,055 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,824 shares; 2024Q4: 16,260 shares; 2025Q1: 16,769 shares; 2025Q2: 16,363 shares; 2025Q3: 14,865 shares; 2025Q4: 13,882 shares 13,882 $1.4M 0.02% -983 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 6,711 shares; 2025Q1: 5,162 shares; 2025Q2: 6,152 shares; 2025Q3: 6,464 shares; 2025Q4: 5,388 shares 5,388 $1.4M 0.02% -1,076 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 20,630 shares; 2025Q1: 19,144 shares; 2025Q2: 20,456 shares; 2025Q3: 20,722 shares; 2025Q4: 18,799 shares 18,799 $1.39M 0.02% -1,923 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,384 shares; 2024Q4: 442,552 shares; 2025Q1: 363,122 shares; 2025Q2: 211,561 shares; 2025Q3: 221,418 shares; 2025Q4: 230,630 shares 230,630 $1.39M 0.02% +9,212 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 5,902 shares; 2025Q1: 2,045 shares; 2025Q2: 2,661 shares; 2025Q3: 3,030 shares; 2025Q4: 6,099 shares 6,099 $1.38M 0.02% +3,069 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,827 shares; 2024Q4: 76,867 shares; 2025Q1: 33,457 shares; 2025Q2: 100,741 shares; 2025Q3: 99,784 shares; 2025Q4: 145,304 shares 145,304 $1.37M 0.02% +45,520 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,467 shares; 2024Q4: 56,006 shares; 2025Q1: 51,441 shares; 2025Q2: 53,815 shares; 2025Q3: 60,097 shares; 2025Q4: 70,655 shares 70,655 $1.37M 0.02% +10,558 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,426 shares; 2024Q4: 13,179 shares; 2025Q1: 13,830 shares; 2025Q2: 13,622 shares; 2025Q3: 13,623 shares; 2025Q4: 13,688 shares 13,688 $1.37M 0.02% +65 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,243 shares; 2024Q4: 17,074 shares; 2025Q1: 8,300 shares; 2025Q2: 18,445 shares; 2025Q3: 18,128 shares; 2025Q4: 16,850 shares 16,850 $1.36M 0.02% -1,278 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 1,762 shares; 2025Q1: 1,444 shares; 2025Q2: 1,346 shares; 2025Q3: 1,707 shares; 2025Q4: 2,424 shares 2,424 $1.36M 0.02% +717 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: 1,956 shares; 2024Q4: 1,480 shares; 2025Q1: 1,544 shares; 2025Q2: 2,687 shares; 2025Q3: 2,666 shares; 2025Q4: 1,994 shares 1,994 $1.36M 0.02% -672 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,595 shares 48,595 $1.36M 0.02% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,053 shares; 2024Q4: 37,943 shares; 2025Q1: 30,963 shares; 2025Q2: 31,051 shares; 2025Q3: 32,046 shares; 2025Q4: 29,407 shares 29,407 $1.36M 0.02% -2,639 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 27,911 shares; 2025Q1: 27,432 shares; 2025Q2: 27,938 shares; 2025Q3: 19,298 shares; 2025Q4: 19,397 shares 19,397 $1.34M 0.02% +99 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,984 shares; 2024Q4: 32,562 shares; 2025Q1: 46,095 shares; 2025Q2: 35,698 shares; 2025Q3: 39,732 shares; 2025Q4: 46,183 shares 46,183 $1.34M 0.02% +6,451 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: 4,996 shares; 2024Q4: 5,209 shares; 2025Q1: 5,041 shares; 2025Q2: 5,099 shares; 2025Q3: 5,115 shares; 2025Q4: 5,230 shares 5,230 $1.33M 0.02% +115 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,353 shares; 2024Q4: 63,353 shares; 2025Q1: 52,911 shares; 2025Q2: 58,032 shares; 2025Q3: 59,754 shares; 2025Q4: 54,236 shares 54,236 $1.32M 0.02% -5,518 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,698 shares; 2024Q4: 17,627 shares; 2025Q1: 18,511 shares; 2025Q2: 18,379 shares; 2025Q3: 15,481 shares; 2025Q4: 15,050 shares 15,050 $1.32M 0.02% -431 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,864 shares; 2024Q4: 13,350 shares; 2025Q1: 13,695 shares; 2025Q2: 11,280 shares; 2025Q3: 11,832 shares; 2025Q4: 11,869 shares 11,869 $1.32M 0.02% +37 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,132 shares; 2024Q4: 23,738 shares; 2025Q1: 23,340 shares; 2025Q2: 31,010 shares; 2025Q3: 33,524 shares; 2025Q4: 32,291 shares 32,291 $1.32M 0.02% -1,233 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 9,818 shares; 2025Q1: 10,819 shares; 2025Q2: 13,607 shares; 2025Q3: 13,755 shares; 2025Q4: 17,129 shares 17,129 $1.31M 0.02% +3,374 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 5,514 shares; 2025Q1: 5,481 shares; 2025Q2: 6,351 shares; 2025Q3: 6,229 shares; 2025Q4: 5,824 shares 5,824 $1.31M 0.02% -405 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 15,235 shares; 2025Q1: 12,447 shares; 2025Q2: 12,913 shares; 2025Q3: 13,923 shares; 2025Q4: 14,382 shares 14,382 $1.31M 0.02% +459 Timeline