PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,312,118 shares; 2024Q2: 2,311,946 shares; 2024Q3: 2,311,974 shares; 2024Q4: 2,329,473 shares; 2025Q1: 2,329,379 shares 2,329,379 $227M 14.24% -94 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 309,215 shares; 2024Q2: 312,217 shares; 2024Q3: 310,024 shares; 2024Q4: 313,283 shares; 2025Q1: 343,213 shares 343,213 $129M 8.09% +29,930 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 151,115 shares; 2024Q2: 154,475 shares; 2024Q3: 158,096 shares; 2024Q4: 162,564 shares; 2025Q1: 215,107 shares 215,107 $111M 6.94% +52,543 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 882,687 shares; 2024Q2: 954,490 shares; 2024Q3: 977,921 shares; 2024Q4: 1,089,294 shares; 2025Q1: 1,441,842 shares 1,441,842 $99.3M 6.24% +352,548 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 550,416 shares; 2024Q2: 688,775 shares; 2024Q3: 870,743 shares; 2024Q4: 1,477,931 shares; 2025Q1: 2,865,725 shares 2,865,725 $77.2M 4.85% +1,387,794 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 336,368 shares; 2024Q2: 322,475 shares; 2024Q3: 313,022 shares; 2024Q4: 312,456 shares; 2025Q1: 311,708 shares 311,708 $59.3M 3.72% -748 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 209,578 shares; 2024Q2: 209,535 shares; 2024Q3: 202,001 shares; 2024Q4: 204,257 shares; 2025Q1: 204,144 shares 204,144 $56.1M 3.52% -113 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,065,882 shares; 2024Q2: 1,047,316 shares; 2024Q3: 1,037,631 shares; 2024Q4: 1,993,205 shares; 2025Q1: 1,882,471 shares 1,882,471 $51.6M 3.24% -110,734 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 67,345 shares; 2024Q2: 67,507 shares; 2024Q3: 66,672 shares; 2024Q4: 66,907 shares; 2025Q1: 412,939 shares 412,939 $40.5M 2.54% +346,032 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 608,287 shares; 2024Q2: 793,079 shares; 2024Q3: 857,098 shares; 2024Q4: 935,718 shares; 2025Q1: 1,061,930 shares 1,061,930 $35.2M 2.21% +126,212 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 514,316 shares; 2024Q2: 515,980 shares; 2024Q3: 507,297 shares; 2024Q4: 543,767 shares; 2025Q1: 683,026 shares 683,026 $34.7M 2.18% +139,259 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 144,941 shares; 2024Q2: 144,944 shares; 2024Q3: 140,698 shares; 2024Q4: 133,424 shares; 2025Q1: 151,682 shares 151,682 $33.7M 2.12% +18,258 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,737 shares; 2024Q2: 35,937 shares; 2024Q3: 36,351 shares; 2024Q4: 39,663 shares; 2025Q1: 52,279 shares 52,279 $29.2M 1.84% +12,616 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,072 shares; 2024Q2: 247,279 shares; 2024Q3: 215,471 shares; 2024Q4: 203,104 shares; 2025Q1: 232,397 shares 232,397 $25.2M 1.58% +29,293 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,745 shares; 2024Q2: 8,939 shares; 2024Q3: 10,325 shares; 2024Q4: 160,932 shares; 2025Q1: 174,564 shares 174,564 $21.3M 1.34% +13,632 Timeline ECML EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 515,962 shares; 2024Q2: 515,962 shares; 2024Q3: 515,962 shares; 2024Q4: 516,048 shares; 2025Q1: 515,276 shares 515,276 $15.8M 0.99% -772 Timeline VUSB 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,861 shares; 2024Q2: 18,105 shares; 2024Q3: 25,542 shares; 2024Q4: 30,122 shares; 2025Q1: 302,741 shares 302,741 $15.1M 0.95% +272,619 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 95,470 shares; 2024Q2: 95,411 shares; 2024Q3: 86,980 shares; 2024Q4: 85,850 shares; 2025Q1: 85,852 shares 85,852 $12.7M 0.8% +2 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,400 shares; 2024Q2: 39,400 shares; 2024Q3: 39,400 shares; 2024Q4: 39,400 shares; 2025Q1: 39,400 shares 39,400 $12.1M 0.76% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 80,263 shares; 2024Q2: 82,152 shares; 2024Q3: 86,558 shares; 2024Q4: 121,617 shares; 2025Q1: 143,215 shares 143,215 $11.7M 0.73% +21,598 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,175 shares; 2024Q2: 32,634 shares; 2024Q3: 32,180 shares; 2024Q4: 31,759 shares; 2025Q1: 31,425 shares 31,425 $11.7M 0.73% -334 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65,220 shares; 2024Q2: 66,682 shares; 2024Q3: 65,702 shares; 2024Q4: 66,089 shares; 2025Q1: 71,523 shares 71,523 $11.1M 0.69% +5,434 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 684,142 shares; 2024Q2: 553,571 shares; 2024Q3: 370,458 shares; 2024Q4: 233,261 shares; 2025Q1: 202,137 shares 202,137 $10.8M 0.68% -31,124 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,545 shares; 2024Q2: 4,545 shares; 2024Q3: 4,547 shares; 2024Q4: 4,307 shares; 2025Q1: 22,782 shares 22,782 $10.7M 0.67% +18,475 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,548 shares; 2024Q2: 17,786 shares; 2024Q3: 17,323 shares; 2024Q4: 16,533 shares; 2025Q1: 18,002 shares 18,002 $10.4M 0.65% +1,469 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,839 shares; 2024Q2: 22,488 shares; 2024Q3: 22,951 shares; 2024Q4: 19,194 shares; 2025Q1: 18,584 shares 18,584 $9.9M 0.62% -610 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61,315 shares; 2024Q2: 61,111 shares; 2024Q3: 60,053 shares; 2024Q4: 57,713 shares; 2025Q1: 59,517 shares 59,517 $9.3M 0.58% +1,804 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,442 shares; 2024Q2: 8,322 shares; 2024Q3: 7,739 shares; 2024Q4: 7,377 shares; 2025Q1: 8,661 shares 8,661 $8.19M 0.51% +1,284 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,249 shares; 2024Q2: 19,748 shares; 2024Q3: 19,605 shares; 2024Q4: 19,112 shares; 2025Q1: 40,634 shares 40,634 $7M 0.44% +21,522 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,801 shares; 2024Q2: 30,295 shares; 2024Q3: 31,720 shares; 2024Q4: 28,983 shares; 2025Q1: 26,892 shares 26,892 $6.97M 0.44% -2,091 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,223 shares; 2024Q2: 18,025 shares; 2024Q3: 17,973 shares; 2024Q4: 18,095 shares; 2025Q1: 17,876 shares 17,876 $6.26M 0.39% -219 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 334,857 shares; 2024Q2: 275,879 shares; 2024Q3: 214,697 shares; 2024Q4: 198,260 shares; 2025Q1: 196,597 shares 196,597 $6.09M 0.38% -1,663 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,422 shares; 2024Q2: 6,152 shares; 2024Q3: 6,036 shares; 2024Q4: 7,920 shares; 2025Q1: 7,359 shares 7,359 $6.08M 0.38% -561 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,159 shares; 2024Q2: 26,468 shares; 2024Q3: 26,153 shares; 2024Q4: 26,368 shares; 2025Q1: 24,737 shares 24,737 $6.07M 0.38% -1,631 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares 7 $5.59M 0.35% new Timeline BBIN 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,800 shares 89,800 $5.52M 0.35% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,120 shares; 2024Q2: 3,005 shares; 2024Q3: 29,306 shares; 2024Q4: 29,158 shares; 2025Q1: 31,481 shares 31,481 $5.27M 0.33% +2,323 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,717 shares; 2024Q2: 25,360 shares; 2024Q3: 25,370 shares; 2024Q4: 24,565 shares; 2025Q1: 20,248 shares 20,248 $5.2M 0.33% -4,317 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,753 shares; 2024Q2: 15,935 shares; 2024Q3: 18,374 shares; 2024Q4: 35,631 shares; 2025Q1: 35,096 shares 35,096 $5.13M 0.32% -535 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 392,218 shares; 2024Q2: 409,995 shares; 2024Q3: 409,995 shares; 2024Q4: 409,995 shares; 2025Q1: 368,995 shares 368,995 $5.02M 0.32% -41,000 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,726 shares; 2024Q2: 10,391 shares; 2024Q3: 10,300 shares; 2024Q4: 7,667 shares; 2025Q1: 8,829 shares 8,829 $4.84M 0.3% +1,162 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,306 shares; 2024Q2: 7,018 shares; 2024Q3: 6,946 shares; 2024Q4: 6,821 shares; 2025Q1: 5,148 shares 5,148 $4.8M 0.3% -1,673 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,320 shares 8,320 $4.51M 0.28% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 975,831 shares; 2024Q2: 973,560 shares; 2024Q3: 907,113 shares; 2024Q4: 597,992 shares; 2025Q1: 82,962 shares 82,962 $4.48M 0.28% -515,030 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,606 shares; 2024Q2: 11,606 shares; 2024Q3: 11,606 shares; 2024Q4: 11,606 shares; 2025Q1: 22,806 shares 22,806 $4.29M 0.27% +11,200 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61,810 shares; 2024Q2: 58,540 shares; 2024Q3: 55,367 shares; 2024Q4: 49,581 shares; 2025Q1: 40,436 shares 40,436 $4.25M 0.27% -9,145 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,158 shares; 2024Q2: 16,686 shares; 2024Q3: 16,251 shares; 2024Q4: 15,930 shares; 2025Q1: 20,148 shares 20,148 $4.22M 0.27% +4,218 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 38,418 shares; 2024Q2: 37,752 shares; 2024Q3: 36,428 shares; 2024Q4: 38,381 shares; 2025Q1: 47,428 shares 47,428 $4.16M 0.26% +9,047 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,248 shares; 2024Q2: 34,570 shares; 2024Q3: 34,570 shares; 2024Q4: 34,570 shares; 2025Q1: 34,570 shares 34,570 $4.02M 0.25% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,566 shares; 2024Q2: 20,801 shares; 2024Q3: 20,327 shares; 2024Q4: 20,996 shares; 2025Q1: 24,228 shares 24,228 $4.02M 0.25% +3,232 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,332 shares; 2024Q2: 6,288 shares; 2024Q3: 5,674 shares; 2024Q4: 5,063 shares; 2025Q1: 10,961 shares 10,961 $3.96M 0.25% +5,898 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,172 shares; 2024Q2: 23,040 shares; 2024Q3: 23,352 shares; 2024Q4: 22,559 shares; 2025Q1: 22,143 shares 22,143 $3.82M 0.24% -416 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,183 shares 84,183 $3.53M 0.22% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,319 shares; 2024Q2: 21,368 shares; 2024Q3: 20,743 shares; 2024Q4: 20,777 shares; 2025Q1: 20,573 shares 20,573 $3.51M 0.22% -204 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63,594 shares; 2024Q2: 61,257 shares; 2024Q3: 61,916 shares; 2024Q4: 63,578 shares; 2025Q1: 81,715 shares 81,715 $3.41M 0.21% +18,137 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,922 shares; 2024Q2: 24,647 shares; 2024Q3: 24,331 shares; 2024Q4: 24,798 shares; 2025Q1: 27,101 shares 27,101 $3.22M 0.2% +2,303 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,640 shares; 2024Q2: 8,411 shares; 2024Q3: 8,280 shares; 2024Q4: 8,307 shares; 2025Q1: 10,277 shares 10,277 $3.2M 0.2% +1,970 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,176 shares; 2024Q2: 20,807 shares; 2024Q3: 20,298 shares; 2024Q4: 18,681 shares; 2025Q1: 22,359 shares 22,359 $3.13M 0.2% +3,678 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,261 shares; 2024Q2: 9,909 shares; 2024Q3: 9,748 shares; 2024Q4: 9,911 shares; 2025Q1: 11,451 shares 11,451 $3.07M 0.19% +1,540 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,613 shares; 2024Q2: 6,750 shares; 2024Q3: 6,612 shares; 2024Q4: 7,053 shares; 2025Q1: 5,845 shares 5,845 $3.06M 0.19% -1,208 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,263 shares; 2024Q2: 8,401 shares; 2024Q3: 8,223 shares; 2024Q4: 8,156 shares; 2025Q1: 7,720 shares 7,720 $2.83M 0.18% -436 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,652 shares; 2024Q2: 18,706 shares; 2024Q3: 19,234 shares; 2024Q4: 64,336 shares; 2025Q1: 69,603 shares 69,603 $2.67M 0.17% +5,267 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,564 shares; 2024Q2: 13,974 shares; 2024Q3: 12,071 shares; 2024Q4: 12,939 shares; 2025Q1: 15,649 shares 15,649 $2.62M 0.16% +2,710 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 89,556 shares; 2024Q2: 91,076 shares; 2024Q3: 93,328 shares; 2024Q4: 95,086 shares; 2025Q1: 96,566 shares 96,566 $2.52M 0.16% +1,480 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 77,372 shares; 2024Q2: 61,724 shares; 2024Q3: 61,724 shares; 2024Q4: 32,829 shares; 2025Q1: 20,426 shares 20,426 $2.15M 0.14% -12,403 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,785 shares; 2024Q2: 30,702 shares; 2024Q3: 30,702 shares; 2024Q4: 30,703 shares; 2025Q1: 30,703 shares 30,703 $2.14M 0.13% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,660 shares; 2024Q2: 9,427 shares; 2024Q3: 9,314 shares; 2024Q4: 8,977 shares; 2025Q1: 9,008 shares 9,008 $2.13M 0.13% +31 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,746 shares; 2024Q2: 28,746 shares; 2024Q3: 28,599 shares; 2024Q4: 84,969 shares; 2025Q1: 89,484 shares 89,484 $2.06M 0.13% +4,515 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 9,162 shares; 2024Q3: 14,431 shares; 2024Q4: 50,976 shares; 2025Q1: 73,416 shares 73,416 $2.05M 0.13% +22,440 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,920 shares; 2024Q2: 5,902 shares; 2024Q3: 5,939 shares; 2024Q4: 12,004 shares; 2025Q1: 11,962 shares 11,962 $2.04M 0.13% -42 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,762 shares; 2024Q2: 6,672 shares; 2024Q3: 6,004 shares; 2024Q4: 5,887 shares; 2025Q1: 6,506 shares 6,506 $2.03M 0.13% +619 Timeline PRFZ 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,927 shares; 2024Q2: 54,978 shares; 2024Q3: 54,978 shares; 2024Q4: 54,978 shares; 2025Q1: 53,453 shares 53,453 $2.02M 0.13% -1,525 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,394 shares; 2024Q2: 11,570 shares; 2024Q3: 11,671 shares; 2024Q4: 11,695 shares; 2025Q1: 14,366 shares 14,366 $2.01M 0.13% +2,671 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,040 shares; 2024Q2: 9,869 shares; 2024Q3: 9,731 shares; 2024Q4: 9,775 shares; 2025Q1: 9,308 shares 9,308 $1.97M 0.12% -467 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,635 shares; 2024Q2: 49,635 shares; 2024Q3: 49,635 shares; 2024Q4: 49,635 shares; 2025Q1: 49,635 shares 49,635 $1.95M 0.12% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,773 shares; 2024Q2: 24,946 shares; 2024Q3: 23,861 shares; 2024Q4: 24,032 shares; 2025Q1: 21,091 shares 21,091 $1.89M 0.12% -2,941 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,868 shares; 2024Q2: 26,495 shares; 2024Q3: 25,692 shares; 2024Q4: 25,650 shares; 2025Q1: 25,584 shares 25,584 $1.83M 0.12% -66 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,758 shares; 2024Q2: 4,595 shares; 2024Q3: 4,491 shares; 2024Q4: 4,778 shares; 2025Q1: 5,485 shares 5,485 $1.81M 0.11% +707 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,141 shares; 2024Q4: 3,141 shares; 2025Q1: 9,042 shares 9,042 $1.8M 0.11% +5,901 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,060 shares; 2024Q2: 10,046 shares; 2024Q3: 10,571 shares; 2024Q4: 13,092 shares; 2025Q1: 11,905 shares 11,905 $1.79M 0.11% -1,187 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,135 shares; 2024Q2: 1,994 shares; 2024Q3: 1,891 shares; 2024Q4: 1,846 shares; 2025Q1: 2,141 shares 2,141 $1.7M 0.11% +295 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,430 shares; 2024Q2: 5,225 shares; 2024Q3: 5,062 shares; 2024Q4: 5,240 shares; 2025Q1: 6,785 shares 6,785 $1.69M 0.11% +1,545 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,702 shares; 2024Q2: 2,575 shares; 2024Q3: 2,498 shares; 2024Q4: 2,440 shares; 2025Q1: 3,309 shares 3,309 $1.68M 0.11% +869 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,776 shares; 2024Q2: 2,651 shares; 2024Q3: 2,598 shares; 2024Q4: 2,535 shares; 2025Q1: 3,046 shares 3,046 $1.66M 0.1% +511 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,681 shares; 2024Q2: 5,435 shares; 2024Q3: 5,362 shares; 2024Q4: 5,576 shares; 2025Q1: 5,322 shares 5,322 $1.66M 0.1% -254 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,889 shares; 2024Q2: 5,798 shares; 2024Q3: 5,679 shares; 2024Q4: 5,989 shares; 2025Q1: 8,041 shares 8,041 $1.61M 0.1% +2,052 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,300 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares 12,300 $1.56M 0.1% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,685 shares; 2024Q2: 26,779 shares; 2024Q3: 25,223 shares; 2024Q4: 25,416 shares; 2025Q1: 25,102 shares 25,102 $1.55M 0.1% -314 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,832 shares; 2024Q2: 20,322 shares; 2024Q3: 31,304 shares; 2024Q4: 31,304 shares; 2025Q1: 31,304 shares 31,304 $1.54M 0.1% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,538 shares; 2024Q2: 3,307 shares; 2024Q3: 3,170 shares; 2024Q4: 3,066 shares; 2025Q1: 3,932 shares 3,932 $1.51M 0.09% +866 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,680 shares; 2024Q2: 11,629 shares; 2024Q3: 11,377 shares; 2024Q4: 11,400 shares; 2025Q1: 11,368 shares 11,368 $1.51M 0.09% -32 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,500 shares; 2024Q2: 14,252 shares; 2024Q3: 14,252 shares; 2024Q4: 14,252 shares; 2025Q1: 16,733 shares 16,733 $1.49M 0.09% +2,481 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,296 shares; 2024Q2: 12,881 shares; 2024Q3: 12,736 shares; 2024Q4: 12,750 shares; 2025Q1: 12,644 shares 12,644 $1.48M 0.09% -106 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,332 shares; 2025Q1: 58,242 shares 58,242 $1.46M 0.09% +48,910 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,487 shares; 2024Q2: 3,464 shares; 2024Q3: 3,381 shares; 2024Q4: 3,397 shares; 2025Q1: 4,745 shares 4,745 $1.45M 0.09% +1,348 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 144,755 shares; 2024Q2: 144,716 shares; 2024Q3: 144,069 shares; 2024Q4: 120,900 shares; 2025Q1: 31,861 shares 31,861 $1.44M 0.09% -89,039 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,425 shares; 2024Q2: 8,334 shares; 2024Q3: 8,342 shares; 2024Q4: 8,101 shares; 2025Q1: 8,018 shares 8,018 $1.44M 0.09% -83 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,679 shares; 2024Q2: 2,576 shares; 2024Q3: 2,500 shares; 2024Q4: 2,449 shares; 2025Q1: 2,333 shares 2,333 $1.43M 0.09% -116 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,461 shares; 2024Q2: 10,205 shares; 2024Q3: 9,970 shares; 2024Q4: 9,993 shares; 2025Q1: 20,164 shares 20,164 $1.43M 0.09% +10,171 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,037 shares; 2024Q2: 3,803 shares; 2024Q3: 3,656 shares; 2024Q4: 3,642 shares; 2025Q1: 5,352 shares 5,352 $1.43M 0.09% +1,710 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,680 shares; 2024Q2: 18,673 shares; 2024Q3: 18,603 shares; 2024Q4: 18,603 shares; 2025Q1: 23,069 shares 23,069 $1.42M 0.09% +4,466 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,841 shares; 2024Q4: 12,841 shares; 2025Q1: 13,314 shares 13,314 $1.41M 0.09% +473 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,617 shares; 2024Q2: 2,629 shares; 2024Q3: 2,631 shares; 2024Q4: 2,633 shares; 2025Q1: 2,666 shares 2,666 $1.4M 0.09% +33 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,527 shares; 2024Q2: 2,876 shares; 2024Q3: 2,808 shares; 2024Q4: 2,984 shares; 2025Q1: 2,794 shares 2,794 $1.39M 0.09% -190 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,613 shares; 2024Q2: 8,884 shares; 2024Q3: 8,707 shares; 2024Q4: 8,729 shares; 2025Q1: 8,671 shares 8,671 $1.38M 0.09% -58 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,555 shares; 2024Q2: 8,412 shares; 2024Q3: 7,945 shares; 2024Q4: 7,710 shares; 2025Q1: 8,951 shares 8,951 $1.37M 0.09% +1,241 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,240 shares; 2024Q2: 4,011 shares; 2024Q3: 3,879 shares; 2024Q4: 3,179 shares; 2025Q1: 5,101 shares 5,101 $1.37M 0.09% +1,922 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,308 shares; 2024Q2: 7,134 shares; 2024Q3: 6,930 shares; 2024Q4: 6,897 shares; 2025Q1: 13,310 shares 13,310 $1.37M 0.09% +6,413 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,759 shares; 2024Q2: 20,463 shares; 2024Q3: 19,217 shares; 2024Q4: 19,070 shares; 2025Q1: 18,877 shares 18,877 $1.36M 0.09% -193 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,279 shares; 2024Q2: 1,238 shares; 2024Q3: 798 shares; 2024Q4: 1,201 shares; 2025Q1: 1,990 shares 1,990 $1.35M 0.08% +789 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,134 shares; 2024Q2: 6,047 shares; 2024Q3: 5,918 shares; 2024Q4: 5,862 shares; 2025Q1: 5,711 shares 5,711 $1.33M 0.08% -151 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,681 shares; 2024Q2: 1,616 shares; 2024Q3: 1,512 shares; 2024Q4: 1,423 shares; 2025Q1: 2,804 shares 2,804 $1.32M 0.08% +1,381 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,333 shares; 2024Q2: 9,044 shares; 2024Q3: 9,082 shares; 2024Q4: 9,951 shares; 2025Q1: 8,988 shares 8,988 $1.3M 0.08% -963 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40,240 shares; 2024Q2: 39,185 shares; 2024Q3: 39,674 shares; 2024Q4: 43,454 shares; 2025Q1: 20,832 shares 20,832 $1.29M 0.08% -22,622 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,148 shares; 2024Q2: 22,148 shares; 2024Q3: 22,148 shares; 2024Q4: 22,148 shares; 2025Q1: 22,149 shares 22,149 $1.29M 0.08% +1 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,415 shares; 2024Q2: 2,417 shares; 2024Q3: 2,418 shares; 2024Q4: 2,289 shares; 2025Q1: 2,293 shares 2,293 $1.29M 0.08% +4 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 323 shares; 2024Q2: 306 shares; 2024Q3: 297 shares; 2024Q4: 285 shares; 2025Q1: 278 shares 278 $1.28M 0.08% -7 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,213 shares; 2024Q2: 11,959 shares; 2024Q3: 11,576 shares; 2024Q4: 11,566 shares; 2025Q1: 11,637 shares 11,637 $1.28M 0.08% +71 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,740 shares; 2024Q2: 2,600 shares; 2024Q3: 2,542 shares; 2024Q4: 2,413 shares; 2025Q1: 3,859 shares 3,859 $1.27M 0.08% +1,446 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,647 shares; 2024Q2: 16,397 shares; 2024Q3: 16,122 shares; 2024Q4: 16,211 shares; 2025Q1: 17,637 shares 17,637 $1.25M 0.08% +1,426 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,619 shares; 2024Q2: 8,068 shares; 2024Q3: 9,055 shares; 2024Q4: 9,018 shares; 2025Q1: 14,238 shares 14,238 $1.24M 0.08% +5,220 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,500 shares; 2024Q2: 10,853 shares; 2024Q3: 10,233 shares; 2024Q4: 11,180 shares; 2025Q1: 12,285 shares 12,285 $1.21M 0.08% +1,105 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 290,124 shares; 2024Q2: 255,650 shares; 2024Q3: 236,862 shares; 2024Q4: 95,897 shares; 2025Q1: 33,219 shares 33,219 $1.2M 0.08% -62,678 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,174 shares; 2024Q2: 16,235 shares; 2024Q3: 14,132 shares; 2024Q4: 15,541 shares; 2025Q1: 19,536 shares 19,536 $1.19M 0.07% +3,995 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,615 shares; 2024Q2: 60,615 shares; 2024Q3: 60,615 shares; 2024Q4: 60,615 shares; 2025Q1: 60,615 shares 60,615 $1.18M 0.07% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,208 shares; 2024Q2: 1,158 shares; 2024Q3: 1,147 shares; 2024Q4: 1,154 shares; 2025Q1: 2,434 shares 2,434 $1.18M 0.07% +1,280 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,411 shares; 2024Q2: 5,686 shares; 2024Q3: 5,686 shares; 2024Q4: 5,687 shares; 2025Q1: 5,687 shares 5,687 $1.17M 0.07% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,471 shares; 2024Q2: 4,263 shares; 2024Q3: 4,135 shares; 2024Q4: 4,231 shares; 2025Q1: 4,097 shares 4,097 $1.16M 0.07% -134 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,341 shares; 2024Q2: 8,070 shares; 2024Q3: 7,958 shares; 2024Q4: 8,525 shares; 2025Q1: 11,493 shares 11,493 $1.16M 0.07% +2,968 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,314 shares; 2024Q2: 7,924 shares; 2024Q3: 7,713 shares; 2024Q4: 7,672 shares; 2025Q1: 8,946 shares 8,946 $1.09M 0.07% +1,274 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,388 shares; 2024Q2: 3,469 shares; 2024Q3: 2,986 shares; 2024Q4: 3,263 shares; 2025Q1: 4,041 shares 4,041 $1.08M 0.07% +778 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,335 shares; 2024Q2: 7,753 shares; 2024Q3: 6,319 shares; 2024Q4: 7,931 shares; 2025Q1: 9,631 shares 9,631 $1.07M 0.07% +1,700 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,826 shares; 2024Q2: 18,591 shares; 2024Q3: 17,655 shares; 2024Q4: 17,982 shares; 2025Q1: 17,462 shares 17,462 $1.05M 0.07% -520 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41,820 shares; 2024Q2: 33,441 shares; 2024Q3: 30,846 shares; 2024Q4: 20,017 shares; 2025Q1: 9,923 shares 9,923 $1.05M 0.07% -10,094 Timeline CIBR 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,513 shares 16,513 $1.04M 0.07% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,615 shares; 2024Q2: 8,044 shares; 2024Q3: 7,775 shares; 2024Q4: 8,474 shares; 2025Q1: 7,840 shares 7,840 $1.04M 0.07% -634 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,939 shares; 2024Q2: 1,879 shares; 2024Q3: 1,823 shares; 2024Q4: 1,814 shares; 2025Q1: 2,372 shares 2,372 $1.03M 0.06% +558 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,343 shares; 2024Q2: 20,345 shares; 2024Q3: 20,348 shares; 2024Q4: 20,789 shares; 2025Q1: 21,915 shares 21,915 $1.02M 0.06% +1,126 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,656 shares; 2024Q2: 13,170 shares; 2024Q3: 10,208 shares; 2024Q4: 10,542 shares; 2025Q1: 13,839 shares 13,839 $1.02M 0.06% +3,297 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,465 shares; 2024Q2: 32,803 shares; 2024Q3: 31,537 shares; 2024Q4: 33,403 shares; 2025Q1: 35,732 shares 35,732 $1.01M 0.06% +2,329 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,990 shares; 2024Q2: 11,219 shares; 2024Q3: 11,554 shares; 2024Q4: 11,418 shares; 2025Q1: 9,806 shares 9,806 $1.01M 0.06% -1,612 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,097 shares; 2024Q2: 1,967 shares; 2024Q3: 1,869 shares; 2024Q4: 2,089 shares; 2025Q1: 2,034 shares 2,034 $1.01M 0.06% -55 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,814 shares; 2024Q2: 8,554 shares; 2024Q3: 6,813 shares; 2024Q4: 34,065 shares; 2025Q1: 38,425 shares 38,425 $976K 0.06% +4,360 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,260 shares; 2024Q2: 2,172 shares; 2024Q3: 2,102 shares; 2024Q4: 2,307 shares; 2025Q1: 2,076 shares 2,076 $967K 0.06% -231 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,456 shares; 2024Q2: 2,375 shares; 2024Q3: 2,316 shares; 2024Q4: 2,324 shares; 2025Q1: 3,853 shares 3,853 $956K 0.06% +1,529 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,771 shares; 2024Q2: 7,339 shares; 2024Q3: 6,991 shares; 2024Q4: 9,667 shares; 2025Q1: 9,067 shares 9,067 $952K 0.06% -600 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,853 shares; 2024Q2: 8,743 shares; 2024Q3: 8,677 shares; 2024Q4: 5,732 shares; 2025Q1: 5,724 shares 5,724 $951K 0.06% -8 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,741 shares; 2024Q2: 3,741 shares; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: 3,741 shares 3,741 $950K 0.06% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,834 shares; 2025Q1: 13,053 shares 13,053 $949K 0.06% +3,219 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,802 shares; 2024Q2: 4,676 shares; 2024Q3: 4,393 shares; 2024Q4: 3,637 shares; 2025Q1: 3,637 shares 3,637 $940K 0.06% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,522 shares; 2024Q2: 7,301 shares; 2024Q3: 7,023 shares; 2024Q4: 6,848 shares; 2025Q1: 8,308 shares 8,308 $931K 0.06% +1,460 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,029 shares; 2024Q4: 8,009 shares; 2025Q1: 12,720 shares 12,720 $927K 0.06% +4,711 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 254 shares; 2024Q2: 247 shares; 2024Q3: 243 shares; 2024Q4: 244 shares; 2025Q1: 243 shares 243 $927K 0.06% -1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,267 shares; 2024Q2: 14,883 shares; 2024Q3: 13,692 shares; 2024Q4: 10,930 shares; 2025Q1: 13,281 shares 13,281 $922K 0.06% +2,351 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,654 shares; 2024Q2: 3,105 shares; 2024Q3: 3,019 shares; 2024Q4: 3,505 shares; 2025Q1: 3,386 shares 3,386 $920K 0.06% -119 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,199 shares; 2024Q2: 1,157 shares; 2024Q3: 458 shares; 2024Q4: 492 shares; 2025Q1: 1,415 shares 1,415 $887K 0.06% +923 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,774 shares; 2024Q2: 9,774 shares; 2024Q3: 9,774 shares; 2024Q4: 9,774 shares; 2025Q1: 9,774 shares 9,774 $886K 0.06% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,650 shares; 2024Q2: 1,556 shares; 2024Q3: 1,508 shares; 2024Q4: 1,378 shares; 2025Q1: 1,818 shares 1,818 $881K 0.06% +440 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,268 shares; 2024Q2: 17,268 shares; 2024Q3: 17,268 shares; 2024Q4: 17,268 shares; 2025Q1: 107,906 shares 107,906 $878K 0.06% +90,638 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,263 shares; 2024Q2: 16,383 shares; 2024Q3: 16,271 shares; 2024Q4: 17,041 shares; 2025Q1: 19,203 shares 19,203 $871K 0.05% +2,162 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,140 shares; 2024Q2: 4,149 shares; 2024Q3: 3,945 shares; 2024Q4: 3,990 shares; 2025Q1: 3,933 shares 3,933 $869K 0.05% -57 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,604 shares; 2024Q2: 9,103 shares; 2024Q3: 8,830 shares; 2024Q4: 8,732 shares; 2025Q1: 18,311 shares 18,311 $861K 0.05% +9,579 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,596 shares; 2025Q1: 10,084 shares 10,084 $851K 0.05% +5,488 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,891 shares; 2024Q2: 1,725 shares; 2024Q3: 1,692 shares; 2024Q4: 1,752 shares; 2025Q1: 1,896 shares 1,896 $847K 0.05% +144 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,634 shares; 2024Q2: 1,345 shares; 2024Q3: 1,257 shares; 2024Q4: 1,412 shares; 2025Q1: 1,268 shares 1,268 $840K 0.05% -144 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,829 shares; 2024Q2: 4,685 shares; 2024Q3: 4,537 shares; 2024Q4: 4,913 shares; 2025Q1: 4,049 shares 4,049 $830K 0.05% -864 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,934 shares; 2024Q2: 12,871 shares; 2024Q3: 9,626 shares; 2024Q4: 9,191 shares; 2025Q1: 11,196 shares 11,196 $820K 0.05% +2,005 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,803 shares; 2024Q2: 1,729 shares; 2024Q3: 1,698 shares; 2024Q4: 1,939 shares; 2025Q1: 2,341 shares 2,341 $817K 0.05% +402 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 572 shares; 2024Q2: 550 shares; 2024Q3: 536 shares; 2024Q4: 543 shares; 2025Q1: 565 shares 565 $809K 0.05% +22 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,214 shares; 2024Q2: 14,572 shares; 2024Q3: 10,386 shares; 2024Q4: 10,661 shares; 2025Q1: 13,947 shares 13,947 $801K 0.05% +3,286 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,414 shares; 2024Q2: 2,308 shares; 2024Q3: 2,247 shares; 2024Q4: 2,263 shares; 2025Q1: 3,402 shares 3,402 $788K 0.05% +1,139 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,836 shares; 2024Q2: 4,302 shares; 2024Q3: 4,199 shares; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares 4,199 $782K 0.05% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,667 shares; 2024Q2: 1,619 shares; 2024Q3: 1,555 shares; 2024Q4: 1,467 shares; 2025Q1: 1,667 shares 1,667 $776K 0.05% +200 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,349 shares; 2024Q2: 9,932 shares; 2024Q3: 9,748 shares; 2024Q4: 9,799 shares; 2025Q1: 9,870 shares 9,870 $773K 0.05% +71 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,845 shares; 2024Q2: 9,287 shares; 2024Q3: 9,355 shares; 2024Q4: 10,519 shares; 2025Q1: 11,747 shares 11,747 $770K 0.05% +1,228 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,526 shares; 2024Q2: 3,876 shares; 2024Q3: 4,051 shares; 2024Q4: 4,051 shares; 2025Q1: 4,630 shares 4,630 $769K 0.05% +579 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,105 shares; 2024Q2: 2,979 shares; 2024Q3: 3,005 shares; 2024Q4: 2,752 shares; 2025Q1: 3,703 shares 3,703 $767K 0.05% +951 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: not reported; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 2,984 shares 2,984 $763K 0.05% +2,264 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,531 shares; 2024Q2: 3,373 shares; 2024Q3: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 4,417 shares 4,417 $762K 0.05% +1,094 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 546 shares; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares 1,426 $761K 0.05% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,392 shares; 2024Q2: 3,141 shares; 2024Q3: 2,988 shares; 2024Q4: 3,025 shares; 2025Q1: 9,222 shares 9,222 $759K 0.05% +6,197 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,219 shares; 2024Q2: 2,109 shares; 2024Q3: 2,040 shares; 2024Q4: 2,013 shares; 2025Q1: 2,027 shares 2,027 $755K 0.05% +14 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,887 shares; 2024Q2: 3,797 shares; 2024Q3: 3,646 shares; 2024Q4: 3,233 shares; 2025Q1: 3,077 shares 3,077 $751K 0.05% -156 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 619,871 shares; 2024Q2: 636,532 shares; 2024Q3: 636,532 shares; 2024Q4: 636,532 shares; 2025Q1: 866,586 shares 866,586 $746K 0.05% +230,054 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 782 shares; 2025Q1: 781 shares 781 $739K 0.05% -1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,049 shares; 2024Q2: 27,831 shares; 2024Q3: 18,759 shares; 2024Q4: 17,909 shares; 2025Q1: 24,028 shares 24,028 $735K 0.05% +6,119 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,290 shares; 2024Q2: 3,282 shares; 2024Q3: 3,154 shares; 2024Q4: 3,175 shares; 2025Q1: 4,746 shares 4,746 $732K 0.05% +1,571 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,287 shares; 2024Q2: 1,231 shares; 2024Q3: 1,197 shares; 2024Q4: 1,094 shares; 2025Q1: 1,088 shares 1,088 $732K 0.05% -6 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,710 shares; 2024Q2: 2,579 shares; 2024Q3: 2,513 shares; 2024Q4: 2,539 shares; 2025Q1: 2,417 shares 2,417 $730K 0.05% -122 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,069 shares; 2024Q2: 5,679 shares; 2024Q3: 5,586 shares; 2024Q4: 5,846 shares; 2025Q1: 5,688 shares 5,688 $729K 0.05% -158 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 677 shares; 2024Q2: 657 shares; 2024Q3: 641 shares; 2024Q4: 620 shares; 2025Q1: 1,129 shares 1,129 $716K 0.04% +509 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,838 shares; 2024Q2: 5,422 shares; 2024Q3: 4,928 shares; 2024Q4: 4,540 shares; 2025Q1: 7,449 shares 7,449 $711K 0.04% +2,909 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,906 shares; 2024Q2: 1,828 shares; 2024Q3: 1,794 shares; 2024Q4: 1,772 shares; 2025Q1: 2,669 shares 2,669 $706K 0.04% +897 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,027 shares; 2024Q2: 4,446 shares; 2024Q3: 4,293 shares; 2024Q4: 4,317 shares; 2025Q1: 4,286 shares 4,286 $706K 0.04% -31 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,154 shares; 2024Q2: 3,723 shares; 2024Q3: 3,194 shares; 2024Q4: 3,693 shares; 2025Q1: 3,991 shares 3,991 $705K 0.04% +298 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,532 shares; 2024Q2: 3,339 shares; 2024Q3: 3,278 shares; 2024Q4: 3,282 shares; 2025Q1: 3,975 shares 3,975 $699K 0.04% +693 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,182 shares; 2024Q2: 1,030 shares; 2024Q3: 906 shares; 2024Q4: 912 shares; 2025Q1: 1,336 shares 1,336 $684K 0.04% +424 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,931 shares; 2024Q2: 19,931 shares; 2024Q3: 19,931 shares; 2024Q4: 14,319 shares; 2025Q1: 14,319 shares 14,319 $679K 0.04% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,122 shares; 2024Q2: 1,077 shares; 2024Q3: 1,067 shares; 2024Q4: 1,094 shares; 2025Q1: 1,545 shares 1,545 $676K 0.04% +451 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 574 shares; 2024Q2: 542 shares; 2024Q3: 2,083 shares; 2024Q4: 2,209 shares; 2025Q1: 3,290 shares 3,290 $676K 0.04% +1,081 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,661 shares; 2024Q2: 1,588 shares; 2024Q3: 1,539 shares; 2024Q4: 1,509 shares; 2025Q1: 2,426 shares 2,426 $675K 0.04% +917 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,874 shares 88,874 $648K 0.04% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,318 shares; 2024Q2: 10,668 shares; 2024Q3: 9,750 shares; 2024Q4: 9,447 shares; 2025Q1: 9,426 shares 9,426 $640K 0.04% -21 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,127 shares; 2024Q2: 1,080 shares; 2024Q3: 1,058 shares; 2024Q4: 1,099 shares; 2025Q1: 1,041 shares 1,041 $633K 0.04% -58 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,188 shares; 2024Q2: 3,188 shares; 2024Q3: 3,188 shares; 2024Q4: 3,188 shares; 2025Q1: 3,188 shares 3,188 $630K 0.04% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 188 shares; 2024Q2: 8,700 shares; 2024Q3: 10,662 shares; 2024Q4: 10,700 shares; 2025Q1: 12,499 shares 12,499 $628K 0.04% +1,799 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,817 shares; 2024Q2: 3,496 shares; 2024Q3: 3,240 shares; 2024Q4: 3,115 shares; 2025Q1: 3,603 shares 3,603 $615K 0.04% +488 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,061 shares; 2024Q2: 4,854 shares; 2024Q3: 4,713 shares; 2024Q4: 4,919 shares; 2025Q1: 4,638 shares 4,638 $613K 0.04% -281 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,075 shares; 2024Q2: 4,853 shares; 2024Q3: 4,721 shares; 2024Q4: 4,495 shares; 2025Q1: 8,194 shares 8,194 $612K 0.04% +3,699 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,550 shares; 2024Q2: 2,536 shares; 2024Q3: 2,461 shares; 2024Q4: 2,708 shares; 2025Q1: 3,004 shares 3,004 $606K 0.04% +296 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,061 shares; 2024Q2: 6,756 shares; 2024Q3: 6,528 shares; 2024Q4: 6,541 shares; 2025Q1: 6,502 shares 6,502 $598K 0.04% -39 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,601 shares; 2024Q2: 20,601 shares; 2024Q3: 20,601 shares; 2024Q4: 20,601 shares; 2025Q1: 20,601 shares 20,601 $598K 0.04% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 38,397 shares; 2024Q2: 38,830 shares; 2024Q3: 38,046 shares; 2024Q4: 47,679 shares; 2025Q1: 47,679 shares 47,679 $594K 0.04% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,122 shares; 2024Q2: 2,037 shares; 2024Q3: 2,007 shares; 2024Q4: 1,943 shares; 2025Q1: 1,962 shares 1,962 $587K 0.04% +19 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,118 shares; 2025Q1: 2,458 shares 2,458 $569K 0.04% +1,340 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,990 shares; 2024Q2: 3,242 shares; 2024Q3: 2,725 shares; 2024Q4: 2,777 shares; 2025Q1: 2,600 shares 2,600 $566K 0.04% -177 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,642 shares; 2024Q2: 4,345 shares; 2024Q3: 4,220 shares; 2024Q4: 4,006 shares; 2025Q1: 3,869 shares 3,869 $564K 0.04% -137 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,002 shares; 2024Q2: 20,444 shares; 2024Q3: 20,137 shares; 2024Q4: 19,521 shares; 2025Q1: 18,989 shares 18,989 $559K 0.04% -532 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,383 shares; 2024Q2: 4,466 shares; 2024Q3: 4,350 shares; 2024Q4: 5,338 shares; 2025Q1: 4,979 shares 4,979 $557K 0.03% -359 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,516 shares; 2024Q2: 3,945 shares; 2024Q3: 3,770 shares; 2024Q4: 3,531 shares; 2025Q1: 8,742 shares 8,742 $550K 0.03% +5,211 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,011 shares; 2024Q2: 22,000 shares; 2024Q3: 16,918 shares; 2024Q4: 21,607 shares; 2025Q1: 14,757 shares 14,757 $545K 0.03% -6,850 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,709 shares; 2024Q2: 3,595 shares; 2024Q3: 3,523 shares; 2024Q4: 3,505 shares; 2025Q1: 4,225 shares 4,225 $540K 0.03% +720 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,314 shares; 2024Q2: 2,249 shares; 2024Q3: 2,113 shares; 2024Q4: 2,098 shares; 2025Q1: 2,111 shares 2,111 $537K 0.03% +13 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,468 shares; 2025Q1: 11,425 shares 11,425 $535K 0.03% +5,957 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,892 shares; 2024Q2: 4,940 shares; 2024Q3: 4,827 shares; 2024Q4: 4,819 shares; 2025Q1: 4,788 shares 4,788 $532K 0.03% -31 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,054 shares; 2024Q2: 6,640 shares; 2024Q3: 6,158 shares; 2024Q4: 6,308 shares; 2025Q1: 12,732 shares 12,732 $532K 0.03% +6,424 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,014 shares; 2024Q2: 6,731 shares; 2024Q3: 6,549 shares; 2024Q4: 6,352 shares; 2025Q1: 6,330 shares 6,330 $531K 0.03% -22 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,241 shares 12,241 $530K 0.03% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,403 shares; 2024Q2: 1,365 shares; 2024Q3: 1,333 shares; 2024Q4: 1,337 shares; 2025Q1: 1,325 shares 1,325 $529K 0.03% -12 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 569 shares; 2024Q2: 547 shares; 2024Q3: 535 shares; 2024Q4: 537 shares; 2025Q1: 535 shares 535 $528K 0.03% -2 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,161 shares; 2024Q2: 5,014 shares; 2024Q3: 4,821 shares; 2024Q4: 7,106 shares; 2025Q1: 7,759 shares 7,759 $525K 0.03% +653 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,385 shares; 2024Q2: 4,303 shares; 2024Q3: 4,312 shares; 2024Q4: 4,340 shares; 2025Q1: 4,359 shares 4,359 $524K 0.03% +19 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $508K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,270 shares; 2024Q2: 4,280 shares; 2024Q3: 4,134 shares; 2024Q4: 4,169 shares; 2025Q1: 4,164 shares 4,164 $508K 0.03% -5 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,697 shares; 2024Q2: 20,175 shares; 2024Q3: 32,767 shares; 2024Q4: 27,036 shares; 2025Q1: 22,005 shares 22,005 $500K 0.03% -5,031 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,294 shares; 2024Q2: 1,201 shares; 2024Q3: 1,177 shares; 2024Q4: 1,324 shares; 2025Q1: 1,483 shares 1,483 $500K 0.03% +159 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,050 shares; 2024Q2: 6,050 shares; 2024Q3: 6,050 shares; 2024Q4: 6,050 shares; 2025Q1: 6,150 shares 6,150 $499K 0.03% +100 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,009 shares; 2024Q2: 1,939 shares; 2024Q3: 1,913 shares; 2024Q4: 1,921 shares; 2025Q1: 1,901 shares 1,901 $498K 0.03% -20 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,474 shares; 2024Q2: 8,054 shares; 2024Q3: 7,824 shares; 2024Q4: 8,823 shares; 2025Q1: 13,140 shares 13,140 $497K 0.03% +4,317 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,011 shares; 2024Q2: 8,264 shares; 2024Q3: 6,292 shares; 2024Q4: 6,707 shares; 2025Q1: 7,651 shares 7,651 $495K 0.03% +944 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,526 shares; 2024Q2: 9,190 shares; 2024Q3: 8,944 shares; 2024Q4: 8,596 shares; 2025Q1: 8,259 shares 8,259 $494K 0.03% -337 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,256 shares; 2024Q2: 2,302 shares; 2024Q3: 2,312 shares; 2024Q4: 2,312 shares; 2025Q1: 2,316 shares 2,316 $491K 0.03% +4 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,402 shares; 2024Q4: 1,368 shares; 2025Q1: 2,915 shares 2,915 $490K 0.03% +1,547 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,741 shares; 2024Q2: 1,651 shares; 2024Q3: 1,390 shares; 2024Q4: 1,364 shares; 2025Q1: 2,121 shares 2,121 $486K 0.03% +757 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,030 shares; 2024Q2: 2,006 shares; 2024Q3: 2,011 shares; 2024Q4: 2,020 shares; 2025Q1: 2,000 shares 2,000 $484K 0.03% -20 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,925 shares; 2024Q2: 28,697 shares; 2024Q3: 26,497 shares; 2024Q4: 30,747 shares; 2025Q1: 19,001 shares 19,001 $481K 0.03% -11,746 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,429 shares; 2024Q2: 6,752 shares; 2024Q3: 5,286 shares; 2024Q4: 7,859 shares; 2025Q1: 8,070 shares 8,070 $481K 0.03% +211 NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,005 shares; 2024Q2: 1,907 shares; 2024Q3: 1,070 shares; 2024Q4: 1,071 shares; 2025Q1: 2,512 shares 2,512 $477K 0.03% +1,441 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 650 shares; 2024Q2: 612 shares; 2024Q3: 590 shares; 2024Q4: 593 shares; 2025Q1: 584 shares 584 $476K 0.03% -9 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,429 shares; 2024Q2: 7,242 shares; 2024Q3: 5,104 shares; 2024Q4: 5,104 shares; 2025Q1: 6,576 shares 6,576 $476K 0.03% +1,472 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,374 shares; 2024Q4: 10,691 shares; 2025Q1: 13,261 shares 13,261 $475K 0.03% +2,570 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,029 shares; 2024Q2: 2,032 shares; 2024Q3: 1,868 shares; 2024Q4: 1,861 shares; 2025Q1: 3,268 shares 3,268 $465K 0.03% +1,407 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,396 shares; 2024Q2: 1,326 shares; 2024Q3: 1,293 shares; 2024Q4: 1,540 shares; 2025Q1: 1,337 shares 1,337 $462K 0.03% -203 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,672 shares; 2024Q2: 4,672 shares; 2024Q3: 4,672 shares; 2024Q4: 4,672 shares; 2025Q1: 4,772 shares 4,772 $460K 0.03% +100 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,661 shares; 2024Q2: 10,203 shares; 2024Q3: 8,459 shares; 2024Q4: 7,862 shares; 2025Q1: 9,117 shares 9,117 $460K 0.03% +1,255 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,431 shares; 2024Q2: 4,807 shares; 2024Q3: 5,057 shares; 2024Q4: 5,057 shares; 2025Q1: 5,057 shares 5,057 $458K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 1,917 shares; 2024Q3: 1,891 shares; 2024Q4: 1,897 shares; 2025Q1: 1,864 shares 1,864 $454K 0.03% -33 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,794 shares; 2024Q2: 3,560 shares; 2024Q3: 3,381 shares; 2024Q4: 3,397 shares; 2025Q1: 3,474 shares 3,474 $451K 0.03% +77 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,140 shares; 2024Q2: 7,923 shares; 2024Q3: 7,623 shares; 2024Q4: 7,797 shares; 2025Q1: 10,212 shares 10,212 $449K 0.03% +2,415 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,872 shares 3,872 $448K 0.03% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,376 shares; 2024Q4: 1,687 shares; 2025Q1: 2,790 shares 2,790 $446K 0.03% +1,103 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,334 shares 7,334 $446K 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,032 shares; 2024Q2: 5,688 shares; 2024Q3: 5,551 shares; 2024Q4: 5,605 shares; 2025Q1: 5,558 shares 5,558 $446K 0.03% -47 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,063 shares 4,063 $443K 0.03% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,708 shares; 2024Q2: 1,686 shares; 2024Q3: 1,633 shares; 2024Q4: 1,626 shares; 2025Q1: 1,656 shares 1,656 $439K 0.03% +30 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 390 shares; 2024Q2: 369 shares; 2024Q3: 358 shares; 2024Q4: 400 shares; 2025Q1: 316 shares 316 $437K 0.03% -84 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,556 shares; 2024Q2: 3,436 shares; 2024Q3: 3,350 shares; 2024Q4: 3,348 shares; 2025Q1: 3,316 shares 3,316 $434K 0.03% -32 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,683 shares; 2024Q2: 4,216 shares; 2024Q3: 4,067 shares; 2024Q4: 3,871 shares; 2025Q1: 3,966 shares 3,966 $433K 0.03% +95 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,037 shares; 2024Q2: 13,680 shares; 2024Q3: 13,680 shares; 2024Q4: 13,422 shares; 2025Q1: 13,422 shares 13,422 $432K 0.03% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,241 shares 30,241 $430K 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,879 shares; 2024Q2: 3,537 shares; 2024Q3: 3,449 shares; 2024Q4: 3,368 shares; 2025Q1: 4,111 shares 4,111 $429K 0.03% +743 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,522 shares; 2024Q4: 1,660 shares; 2025Q1: 2,104 shares 2,104 $422K 0.03% +444 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,977 shares; 2024Q2: 1,879 shares; 2024Q3: 1,840 shares; 2024Q4: 1,735 shares; 2025Q1: 1,771 shares 1,771 $419K 0.03% +36 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,360 shares; 2024Q3: 1,345 shares; 2024Q4: 1,356 shares; 2025Q1: 1,352 shares 1,352 $413K 0.03% -4 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,260 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,796 shares 6,796 $413K 0.03% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,254 shares; 2024Q2: 10,527 shares; 2024Q3: 10,252 shares; 2024Q4: 10,207 shares; 2025Q1: 9,987 shares 9,987 $411K 0.03% -220 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,438 shares 7,438 $410K 0.03% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,694 shares; 2024Q2: 3,496 shares; 2024Q3: 3,407 shares; 2024Q4: 3,420 shares; 2025Q1: 4,244 shares 4,244 $409K 0.03% +824 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,090 shares; 2024Q2: 2,209 shares; 2024Q3: 2,144 shares; 2024Q4: 2,252 shares; 2025Q1: 2,556 shares 2,556 $408K 0.03% +304 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,422 shares; 2024Q3: 1,324 shares; 2024Q4: 1,679 shares; 2025Q1: 1,987 shares 1,987 $408K 0.03% +308 Timeline IBBQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,028 shares; 2024Q2: 19,070 shares; 2024Q3: 19,142 shares; 2024Q4: 19,196 shares; 2025Q1: 19,231 shares 19,231 $408K 0.03% +35 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,951 shares 1,951 $404K 0.03% new Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,060 shares; 2024Q2: 62,060 shares; 2024Q3: 62,060 shares; 2024Q4: 62,060 shares; 2025Q1: 62,060 shares 62,060 $404K 0.03% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,745 shares; 2024Q2: 4,509 shares; 2024Q3: 4,446 shares; 2024Q4: 4,376 shares; 2025Q1: 4,283 shares 4,283 $401K 0.03% -93 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,816 shares; 2024Q2: 2,635 shares; 2024Q3: 2,512 shares; 2024Q4: 2,325 shares; 2025Q1: 2,228 shares 2,228 $399K 0.03% -97 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,616 shares; 2024Q2: 3,360 shares; 2024Q3: 3,188 shares; 2024Q4: 3,354 shares; 2025Q1: 3,533 shares 3,533 $399K 0.03% +179 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,543 shares; 2024Q2: 1,561 shares; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,686 shares 1,686 $394K 0.02% +125 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,286 shares; 2024Q2: 1,260 shares; 2024Q3: 846 shares; 2024Q4: 905 shares; 2025Q1: 1,476 shares 1,476 $391K 0.02% +571 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,560 shares; 2024Q2: 2,377 shares; 2024Q3: 2,300 shares; 2024Q4: 2,341 shares; 2025Q1: 1,927 shares 1,927 $389K 0.02% -414 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,977 shares; 2024Q2: 2,816 shares; 2024Q3: 2,718 shares; 2024Q4: 2,671 shares; 2025Q1: 2,530 shares 2,530 $388K 0.02% -141 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,335 shares; 2024Q2: 2,814 shares; 2024Q3: 2,153 shares; 2024Q4: 1,948 shares; 2025Q1: 2,238 shares 2,238 $387K 0.02% +290 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,004 shares; 2024Q2: 3,805 shares; 2024Q3: 3,679 shares; 2024Q4: 3,955 shares; 2025Q1: 3,890 shares 3,890 $386K 0.02% -65 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,425 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 999 shares 999 $383K 0.02% -4 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,650 shares; 2024Q2: 5,474 shares; 2024Q3: 2,457 shares; 2024Q4: not reported; 2025Q1: 5,498 shares 5,498 $382K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,770 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,744 shares; 2025Q1: 8,603 shares 8,603 $381K 0.02% +859 Timeline FSBW FS BANCORP INC More: the full row for FS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $380K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,634 shares; 2025Q1: 3,202 shares 3,202 $376K 0.02% +1,568 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,108 shares; 2024Q2: 4,137 shares; 2024Q3: 3,848 shares; 2024Q4: 3,843 shares; 2025Q1: 4,128 shares 4,128 $371K 0.02% +285 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,193 shares; 2024Q2: 57,193 shares; 2024Q3: 57,193 shares; 2024Q4: 57,193 shares; 2025Q1: 57,193 shares 57,193 $371K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,290 shares; 2024Q2: 4,053 shares; 2024Q3: 3,918 shares; 2024Q4: 3,937 shares; 2025Q1: 4,778 shares 4,778 $371K 0.02% +841 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: 1,046 shares 1,046 $369K 0.02% +137 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,685 shares; 2024Q2: 1,594 shares; 2024Q3: 1,547 shares; 2024Q4: 1,475 shares; 2025Q1: 1,537 shares 1,537 $366K 0.02% +62 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,513 shares; 2024Q2: 6,513 shares; 2024Q3: 6,641 shares; 2024Q4: 6,990 shares; 2025Q1: 7,478 shares 7,478 $361K 0.02% +488 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,584 shares; 2024Q2: 4,290 shares; 2024Q3: 4,133 shares; 2024Q4: 4,199 shares; 2025Q1: 4,152 shares 4,152 $361K 0.02% -47 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,825 shares; 2024Q2: 63,184 shares; 2024Q3: 63,184 shares; 2024Q4: 112,500 shares; 2025Q1: 212,500 shares 212,500 $357K 0.02% +100,000 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,104 shares; 2024Q2: 6,154 shares; 2024Q3: 5,982 shares; 2024Q4: 5,848 shares; 2025Q1: 6,348 shares 6,348 $356K 0.02% +500 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: not reported; 2024Q3: 26 shares; 2024Q4: not reported; 2025Q1: 49 shares 49 $355K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,818 shares; 2024Q2: 5,081 shares; 2024Q3: 4,207 shares; 2024Q4: 9,664 shares; 2025Q1: 7,190 shares 7,190 $355K 0.02% -2,474 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,874 shares; 2024Q2: 8,500 shares; 2024Q3: 7,597 shares; 2024Q4: 8,054 shares; 2025Q1: 5,581 shares 5,581 $354K 0.02% -2,473 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,221 shares; 2024Q2: 4,060 shares; 2024Q3: 3,887 shares; 2024Q4: 6,530 shares; 2025Q1: 4,632 shares 4,632 $348K 0.02% -1,898 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,662 shares; 2024Q2: 4,551 shares; 2024Q3: 4,443 shares; 2024Q4: 4,847 shares; 2025Q1: 4,769 shares 4,769 $346K 0.02% -78 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,690 shares; 2024Q2: 1,602 shares; 2024Q3: 1,539 shares; 2024Q4: 1,542 shares; 2025Q1: 1,519 shares 1,519 $346K 0.02% -23 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,281 shares; 2024Q2: 5,512 shares; 2024Q3: 3,988 shares; 2024Q4: 4,104 shares; 2025Q1: 5,746 shares 5,746 $345K 0.02% +1,642 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,422 shares; 2024Q2: 3,268 shares; 2024Q3: 3,198 shares; 2024Q4: 3,063 shares; 2025Q1: 3,077 shares 3,077 $344K 0.02% +14 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,847 shares; 2024Q2: 2,820 shares; 2024Q3: 2,726 shares; 2024Q4: 2,506 shares; 2025Q1: 2,477 shares 2,477 $341K 0.02% -29 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,605 shares; 2024Q2: 4,639 shares; 2024Q3: 4,499 shares; 2024Q4: 4,513 shares; 2025Q1: 4,451 shares 4,451 $341K 0.02% -62 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,509 shares; 2024Q4: 2,509 shares; 2025Q1: 2,509 shares 2,509 $340K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,094 shares; 2025Q1: 8,158 shares 8,158 $340K 0.02% +64 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,386 shares; 2024Q2: 1,345 shares; 2024Q3: 1,305 shares; 2024Q4: 1,338 shares; 2025Q1: 1,244 shares 1,244 $339K 0.02% -94 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,633 shares; 2024Q2: 4,515 shares; 2024Q3: 4,351 shares; 2024Q4: 5,035 shares; 2025Q1: 5,193 shares 5,193 $339K 0.02% +158 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,296 shares 2,296 $339K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,751 shares; 2024Q2: 5,011 shares; 2024Q3: 4,179 shares; 2024Q4: 4,130 shares; 2025Q1: 4,807 shares 4,807 $337K 0.02% +677 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,506 shares; 2024Q2: 42,182 shares; 2024Q3: 27,492 shares; 2024Q4: 34,048 shares; 2025Q1: 50,364 shares 50,364 $337K 0.02% +16,316 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,003 shares; 2024Q2: 4,003 shares; 2024Q3: 4,753 shares; 2024Q4: 4,760 shares; 2025Q1: 5,075 shares 5,075 $337K 0.02% +315 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,829 shares; 2024Q2: 39,300 shares; 2024Q3: 26,691 shares; 2024Q4: 23,222 shares; 2025Q1: 24,596 shares 24,596 $335K 0.02% +1,374 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,266 shares; 2024Q2: 2,070 shares; 2024Q3: 1,980 shares; 2024Q4: 1,986 shares; 2025Q1: 1,953 shares 1,953 $333K 0.02% -33 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,550 shares; 2024Q2: 6,550 shares; 2024Q3: 6,550 shares; 2024Q4: 6,550 shares; 2025Q1: 6,689 shares 6,689 $333K 0.02% +139 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,369 shares; 2024Q2: 1,291 shares; 2024Q3: 1,235 shares; 2024Q4: 1,204 shares; 2025Q1: 1,129 shares 1,129 $333K 0.02% -75 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares 2,298 $329K 0.02% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,341 shares; 2024Q2: 7,746 shares; 2024Q3: 7,746 shares; 2024Q4: 7,746 shares; 2025Q1: 4,041 shares 4,041 $329K 0.02% -3,705 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,455 shares; 2024Q2: 3,386 shares; 2024Q3: 3,244 shares; 2024Q4: 2,881 shares; 2025Q1: 2,663 shares 2,663 $329K 0.02% -218 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,080 shares; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares 1,482 $329K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 836 shares; 2024Q2: 833 shares; 2024Q3: 765 shares; 2024Q4: 712 shares; 2025Q1: 781 shares 781 $328K 0.02% +69 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,507 shares; 2024Q2: 5,871 shares; 2024Q3: 5,503 shares; 2024Q4: 7,001 shares; 2025Q1: 7,104 shares 7,104 $327K 0.02% +103 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 594 shares 594 $327K 0.02% new Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,356 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,939 shares; 2025Q1: 16,752 shares 16,752 $326K 0.02% +5,813 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,056 shares; 2024Q2: 1,001 shares; 2024Q3: 943 shares; 2024Q4: 946 shares; 2025Q1: 937 shares 937 $323K 0.02% -9 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,587 shares 2,587 $322K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,434 shares; 2024Q2: 4,121 shares; 2024Q3: 4,006 shares; 2024Q4: 3,981 shares; 2025Q1: 3,993 shares 3,993 $320K 0.02% +12 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,597 shares; 2024Q2: 31,694 shares; 2024Q3: 29,313 shares; 2024Q4: 29,313 shares; 2025Q1: 23,427 shares 23,427 $319K 0.02% -5,886 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,911 shares; 2024Q2: 6,511 shares; 2024Q3: 6,310 shares; 2024Q4: 6,234 shares; 2025Q1: 4,714 shares 4,714 $319K 0.02% -1,520 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,201 shares; 2024Q2: 2,090 shares; 2024Q3: 2,121 shares; 2024Q4: 2,127 shares; 2025Q1: 2,204 shares 2,204 $319K 0.02% +77 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,139 shares; 2024Q2: 7,139 shares; 2024Q3: 7,139 shares; 2024Q4: 7,158 shares; 2025Q1: 7,158 shares 7,158 $317K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,837 shares; 2024Q2: 1,765 shares; 2024Q3: 1,769 shares; 2024Q4: 1,772 shares; 2025Q1: 1,792 shares 1,792 $315K 0.02% +20 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,804 shares; 2024Q2: 1,723 shares; 2024Q3: 1,731 shares; 2024Q4: 1,735 shares; 2025Q1: 1,732 shares 1,732 $314K 0.02% -3 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,175 shares; 2024Q2: 5,809 shares; 2024Q3: 4,208 shares; 2024Q4: 4,708 shares; 2025Q1: 5,643 shares 5,643 $313K 0.02% +935 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,141 shares; 2024Q2: 11,070 shares; 2024Q3: 7,817 shares; 2024Q4: 5,897 shares; 2025Q1: 6,438 shares 6,438 $313K 0.02% +541 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,552 shares; 2024Q2: 2,340 shares; 2024Q3: 2,204 shares; 2024Q4: 1,972 shares; 2025Q1: 3,595 shares 3,595 $309K 0.02% +1,623 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 811 shares; 2024Q2: 812 shares; 2024Q3: 1,631 shares; 2024Q4: 1,640 shares; 2025Q1: 1,938 shares 1,938 $306K 0.02% +298 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 870 shares; 2024Q2: 853 shares; 2024Q3: 855 shares; 2024Q4: 840 shares; 2025Q1: 843 shares 843 $306K 0.02% +3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,374 shares; 2024Q2: 1,314 shares; 2024Q3: 1,276 shares; 2024Q4: 1,159 shares; 2025Q1: 1,185 shares 1,185 $306K 0.02% +26 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,003 shares; 2024Q2: 4,765 shares; 2024Q3: 4,601 shares; 2024Q4: 4,725 shares; 2025Q1: 4,883 shares 4,883 $303K 0.02% +158 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,562 shares; 2024Q2: 2,915 shares; 2024Q3: 3,054 shares; 2024Q4: 2,583 shares; 2025Q1: 2,748 shares 2,748 $302K 0.02% +165 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,620 shares; 2024Q4: 3,254 shares; 2025Q1: 3,531 shares 3,531 $302K 0.02% +277 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,833 shares; 2024Q2: 7,266 shares; 2024Q3: 7,082 shares; 2024Q4: 6,710 shares; 2025Q1: 6,551 shares 6,551 $300K 0.02% -159 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,811 shares; 2024Q2: 17,376 shares; 2024Q3: 14,337 shares; 2024Q4: 14,061 shares; 2025Q1: 15,278 shares 15,278 $299K 0.02% +1,217 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,247 shares; 2024Q2: 1,182 shares; 2024Q3: 1,147 shares; 2024Q4: 965 shares; 2025Q1: 953 shares 953 $299K 0.02% -12 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,301 shares; 2024Q2: 1,232 shares; 2024Q3: 1,191 shares; 2024Q4: 1,198 shares; 2025Q1: 1,174 shares 1,174 $298K 0.02% -24 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,342 shares; 2024Q2: 9,367 shares; 2024Q3: 7,228 shares; 2024Q4: 7,228 shares; 2025Q1: 8,159 shares 8,159 $297K 0.02% +931 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,333 shares; 2024Q2: 1,208 shares; 2024Q3: 1,188 shares; 2024Q4: 1,040 shares; 2025Q1: 1,163 shares 1,163 $295K 0.02% +123 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 985 shares; 2024Q2: 919 shares; 2024Q3: 874 shares; 2024Q4: 886 shares; 2025Q1: 1,157 shares 1,157 $294K 0.02% +271 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,538 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,821 shares 2,821 $294K 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 547 shares; 2024Q2: 543 shares; 2024Q3: 522 shares; 2024Q4: 531 shares; 2025Q1: 518 shares 518 $293K 0.02% -13 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,850 shares; 2024Q2: 1,793 shares; 2024Q3: 1,733 shares; 2024Q4: 1,885 shares; 2025Q1: 1,823 shares 1,823 $291K 0.02% -62 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,873 shares; 2024Q2: 1,851 shares; 2024Q3: 1,725 shares; 2024Q4: 1,787 shares; 2025Q1: 1,817 shares 1,817 $286K 0.02% +30 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,726 shares; 2024Q2: 7,132 shares; 2024Q3: 5,171 shares; 2024Q4: 5,657 shares; 2025Q1: 4,767 shares 4,767 $285K 0.02% -890 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,352 shares; 2024Q2: 5,055 shares; 2024Q3: 4,857 shares; 2024Q4: 4,585 shares; 2025Q1: 4,460 shares 4,460 $283K 0.02% -125 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,338 shares; 2024Q2: 9,226 shares; 2024Q3: 7,086 shares; 2024Q4: 7,788 shares; 2025Q1: 9,150 shares 9,150 $282K 0.02% +1,362 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 640 shares; 2024Q2: 602 shares; 2024Q3: 578 shares; 2024Q4: 489 shares; 2025Q1: 478 shares 478 $282K 0.02% -11 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,269 shares; 2024Q4: 1,269 shares; 2025Q1: 1,852 shares 1,852 $280K 0.02% +583 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 606 shares; 2025Q1: 987 shares 987 $279K 0.02% +381 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,803 shares; 2024Q2: 2,789 shares; 2024Q3: 2,684 shares; 2024Q4: 2,686 shares; 2025Q1: 2,700 shares 2,700 $279K 0.02% +14 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,349 shares; 2024Q2: 2,265 shares; 2024Q3: 2,273 shares; 2024Q4: 2,280 shares; 2025Q1: 2,249 shares 2,249 $278K 0.02% -31 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares 475 $275K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 3,554 shares 3,554 $275K 0.02% -1,195 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 972 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,711 shares 1,711 $274K 0.02% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 691 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 743 shares 743 $274K 0.02% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,083 shares; 2024Q2: 1,949 shares; 2024Q3: 1,873 shares; 2024Q4: 1,843 shares; 2025Q1: 1,842 shares 1,842 $274K 0.02% -1 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,029 shares; 2024Q2: 971 shares; 2024Q3: 930 shares; 2024Q4: 935 shares; 2025Q1: 918 shares 918 $273K 0.02% -17 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,216 shares; 2024Q2: 1,156 shares; 2024Q3: 1,169 shares; 2024Q4: 1,142 shares; 2025Q1: 1,121 shares 1,121 $272K 0.02% -21 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,004 shares; 2024Q2: 2,850 shares; 2024Q3: 2,712 shares; 2024Q4: 2,722 shares; 2025Q1: 2,703 shares 2,703 $271K 0.02% -19 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 58,527 shares; 2025Q1: 26,269 shares 26,269 $270K 0.02% -32,258 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,188 shares; 2024Q2: 2,154 shares; 2024Q3: 2,130 shares; 2024Q4: 2,155 shares; 2025Q1: 2,236 shares 2,236 $267K 0.02% +81 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 774 shares; 2024Q2: 714 shares; 2024Q3: 668 shares; 2024Q4: 620 shares; 2025Q1: 621 shares 621 $266K 0.02% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,990 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,706 shares; 2025Q1: 1,807 shares 1,807 $265K 0.02% +101 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,973 shares; 2024Q3: 3,988 shares; 2024Q4: 3,740 shares; 2025Q1: 3,700 shares 3,700 $262K 0.02% -40 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,783 shares; 2024Q2: 1,904 shares; 2024Q3: 1,692 shares; 2024Q4: 2,352 shares; 2025Q1: 2,191 shares 2,191 $262K 0.02% -161 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,394 shares; 2024Q2: 9,917 shares; 2024Q3: 8,964 shares; 2024Q4: 8,832 shares; 2025Q1: 9,451 shares 9,451 $262K 0.02% +619 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,373 shares 8,373 $261K 0.02% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,907 shares; 2024Q2: 24,816 shares; 2024Q3: 20,976 shares; 2024Q4: 18,881 shares; 2025Q1: 16,972 shares 16,972 $261K 0.02% -1,909 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,804 shares; 2024Q2: 2,804 shares; 2024Q3: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 2,804 shares 2,804 $260K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,299 shares; 2024Q2: 13,689 shares; 2024Q3: 7,969 shares; 2024Q4: not reported; 2025Q1: 7,689 shares 7,689 $260K 0.02% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,026 shares; 2024Q2: 3,852 shares; 2024Q3: 3,856 shares; 2024Q4: 4,298 shares; 2025Q1: 5,332 shares 5,332 $258K 0.02% +1,034 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,891 shares; 2024Q2: 2,724 shares; 2024Q3: 2,637 shares; 2024Q4: 2,556 shares; 2025Q1: 2,220 shares 2,220 $255K 0.02% -336 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,490 shares; 2024Q2: not reported; 2024Q3: 3,549 shares; 2024Q4: 3,550 shares; 2025Q1: 3,569 shares 3,569 $254K 0.02% +19 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,901 shares; 2024Q2: 11,780 shares; 2024Q3: 11,795 shares; 2024Q4: 11,795 shares; 2025Q1: 11,663 shares 11,663 $253K 0.02% -132 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,501 shares; 2024Q2: 5,346 shares; 2024Q3: 5,216 shares; 2024Q4: 4,353 shares; 2025Q1: 4,315 shares 4,315 $253K 0.02% -38 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,376 shares; 2024Q4: 9,407 shares; 2025Q1: 8,827 shares 8,827 $252K 0.02% -580 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,252 shares 13,252 $251K 0.02% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,505 shares; 2024Q2: 2,505 shares; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares 2,505 $250K 0.02% 0 Timeline James Hardie Industries PLC James Hardie Industries PLC More: the full row for James Hardie Industries PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,691 shares; 2024Q2: 11,690 shares; 2024Q3: 10,621 shares; 2024Q4: 9,000 shares; 2025Q1: 10,529 shares 10,529 $248K 0.02% +1,529 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,359 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,276 shares 2,276 $247K 0.02% new Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,120 shares; 2024Q2: 11,157 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,014 shares 10,014 $246K 0.02% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,304 shares 23,304 $246K 0.02% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,038 shares; 2024Q2: 6,508 shares; 2024Q3: 6,221 shares; 2024Q4: 6,221 shares; 2025Q1: 6,232 shares 6,232 $244K 0.02% +11 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 579 shares 579 $243K 0.02% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares 4,000 $243K 0.02% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,134 shares; 2024Q2: 4,576 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,580 shares 4,580 $242K 0.02% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,543 shares; 2024Q2: 1,523 shares; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,436 shares 1,436 $241K 0.02% +1 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,505 shares; 2024Q2: not reported; 2024Q3: 1,353 shares; 2024Q4: 1,356 shares; 2025Q1: 1,421 shares 1,421 $240K 0.02% +65 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,302 shares; 2024Q4: 4,357 shares; 2025Q1: 4,499 shares 4,499 $240K 0.02% +142 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,310 shares 3,310 $240K 0.02% new Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,168 shares; 2024Q2: 12,924 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,505 shares 11,505 $239K 0.02% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,949 shares; 2024Q2: 1,938 shares; 2024Q3: 1,963 shares; 2024Q4: 1,996 shares; 2025Q1: 1,979 shares 1,979 $239K 0.02% -17 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,914 shares 1,914 $239K 0.02% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 792 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,302 shares 1,302 $239K 0.02% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,877 shares; 2025Q1: 5,905 shares 5,905 $237K 0.01% +28 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,505 shares; 2024Q2: 1,401 shares; 2024Q3: 1,355 shares; 2024Q4: 1,358 shares; 2025Q1: 1,087 shares 1,087 $236K 0.01% -271 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,511 shares; 2024Q2: 5,514 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,092 shares 6,092 $236K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,208 shares; 2024Q2: 2,086 shares; 2024Q3: 2,047 shares; 2024Q4: 2,217 shares; 2025Q1: 2,017 shares 2,017 $236K 0.01% -200 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,336 shares; 2024Q4: not reported; 2025Q1: 1,782 shares 1,782 $236K 0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,860 shares; 2024Q2: 7,135 shares; 2024Q3: 6,432 shares; 2024Q4: 6,432 shares; 2025Q1: 6,080 shares 6,080 $235K 0.01% -352 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,400 shares; 2024Q2: 4,220 shares; 2024Q3: 4,166 shares; 2024Q4: 4,212 shares; 2025Q1: 4,147 shares 4,147 $235K 0.01% -65 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,220 shares; 2024Q2: 1,119 shares; 2024Q3: 1,067 shares; 2024Q4: 1,071 shares; 2025Q1: 1,047 shares 1,047 $234K 0.01% -24 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares 1,793 $234K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,199 shares; 2024Q2: 1,120 shares; 2024Q3: 1,084 shares; 2024Q4: 1,105 shares; 2025Q1: 1,117 shares 1,117 $234K 0.01% +12 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,277 shares 5,277 $233K 0.01% new Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 9,095 shares; 2024Q3: 9,095 shares; 2024Q4: 8,720 shares; 2025Q1: 8,720 shares 8,720 $233K 0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 256 shares; 2024Q2: 240 shares; 2024Q3: 232 shares; 2024Q4: 195 shares; 2025Q1: 193 shares 193 $228K 0.01% -2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,715 shares; 2024Q2: not reported; 2024Q3: 2,468 shares; 2024Q4: 2,468 shares; 2025Q1: 2,543 shares 2,543 $228K 0.01% +75 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,384 shares; 2024Q4: not reported; 2025Q1: 3,308 shares 3,308 $227K 0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,002 shares; 2024Q2: 2,865 shares; 2024Q3: 2,866 shares; 2024Q4: 2,551 shares; 2025Q1: 2,578 shares 2,578 $226K 0.01% +27 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 646 shares 646 $225K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,569 shares; 2024Q2: 3,122 shares; 2024Q3: 2,980 shares; 2024Q4: 2,981 shares; 2025Q1: 3,002 shares 3,002 $224K 0.01% +21 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,072 shares; 2024Q2: 1,040 shares; 2024Q3: 1,001 shares; 2024Q4: 925 shares; 2025Q1: 948 shares 948 $221K 0.01% +23 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 739 shares; 2024Q2: 713 shares; 2024Q3: 673 shares; 2024Q4: 691 shares; 2025Q1: 696 shares 696 $220K 0.01% +5 DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,314 shares 6,314 $220K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,814 shares; 2024Q2: 1,681 shares; 2024Q3: 1,613 shares; 2024Q4: 1,618 shares; 2025Q1: 1,466 shares 1,466 $220K 0.01% -152 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,815 shares; 2024Q2: 4,528 shares; 2024Q3: 4,327 shares; 2024Q4: 4,327 shares; 2025Q1: 4,327 shares 4,327 $219K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,068 shares 9,068 $217K 0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 934 shares; 2025Q1: 932 shares 932 $217K 0.01% -2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,478 shares; 2024Q2: 8,757 shares; 2024Q3: 3,629 shares; 2024Q4: 5,116 shares; 2025Q1: 3,193 shares 3,193 $216K 0.01% -1,923 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,626 shares; 2024Q4: 2,678 shares; 2025Q1: 2,618 shares 2,618 $216K 0.01% -60 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,268 shares; 2025Q1: 3,119 shares 3,119 $215K 0.01% -149 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,186 shares; 2024Q2: 15,186 shares; 2024Q3: 15,186 shares; 2024Q4: 15,186 shares; 2025Q1: 15,233 shares 15,233 $215K 0.01% +47 Timeline LYELL IMMUNOPHARMA INC LYELL IMMUNOPHARMA INC More: the full row for LYELL IMMUNOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 399,168 shares; 2024Q2: 399,168 shares; 2024Q3: 399,168 shares; 2024Q4: 399,168 shares; 2025Q1: 399,168 shares 399,168 $215K 0.01% 0 HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,648 shares; 2024Q2: 14,035 shares; 2024Q3: 14,122 shares; 2024Q4: 13,898 shares; 2025Q1: 13,887 shares 13,887 $214K 0.01% -11 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,511 shares; 2024Q2: 2,913 shares; 2024Q3: 2,921 shares; 2024Q4: 2,928 shares; 2025Q1: 2,924 shares 2,924 $214K 0.01% -4 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,544 shares; 2024Q2: 22,778 shares; 2024Q3: 19,353 shares; 2024Q4: 20,061 shares; 2025Q1: 21,331 shares 21,331 $214K 0.01% +1,270 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,966 shares; 2024Q2: 1,968 shares; 2024Q3: not reported; 2024Q4: 1,946 shares; 2025Q1: 1,914 shares 1,914 $211K 0.01% -32 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 920 shares; 2024Q2: 891 shares; 2024Q3: 846 shares; 2024Q4: 846 shares; 2025Q1: 857 shares 857 $209K 0.01% +11 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,042 shares; 2024Q2: 7,617 shares; 2024Q3: 7,096 shares; 2024Q4: 7,636 shares; 2025Q1: 7,109 shares 7,109 $208K 0.01% -527 Timeline REDFIN CORP REDFIN CORP More: the full row for REDFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 94,997 shares; 2024Q2: 90,022 shares; 2024Q3: 134,554 shares; 2024Q4: 131,900 shares; 2025Q1: 22,580 shares 22,580 $208K 0.01% -109,320 TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,813 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,295 shares 5,295 $207K 0.01% new Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: 931 shares 931 $206K 0.01% +109 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,060 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,087 shares 7,087 $205K 0.01% new Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,953 shares; 2024Q4: not reported; 2025Q1: 3,953 shares 3,953 $205K 0.01% new Timeline JUNIPER NETWORKS INC JUNIPER NETWORKS INC More: the full row for JUNIPER NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,565 shares; 2024Q2: 5,554 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,631 shares 5,631 $204K 0.01% new DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,453 shares; 2024Q2: 5,101 shares; 2024Q3: not reported; 2024Q4: 17,046 shares; 2025Q1: 5,433 shares 5,433 $203K 0.01% -11,613 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,347 shares 3,347 $203K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,555 shares; 2024Q2: not reported; 2024Q3: 2,448 shares; 2024Q4: not reported; 2025Q1: 2,490 shares 2,490 $201K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,410 shares; 2024Q2: 5,373 shares; 2024Q3: 5,162 shares; 2024Q4: 4,834 shares; 2025Q1: 4,755 shares 4,755 $201K 0.01% -79 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,658 shares; 2024Q2: 16,905 shares; 2024Q3: 15,926 shares; 2024Q4: 15,925 shares; 2025Q1: 16,080 shares 16,080 $192K 0.01% +155 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,816 shares; 2024Q2: 43,816 shares; 2024Q3: 41,874 shares; 2024Q4: 41,874 shares; 2025Q1: 49,760 shares 49,760 $190K 0.01% +7,886 Timeline TECX TECTONIC THERAPEUTIC INC More: the full row for TECTONIC THERAPEUTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,130 shares; 2025Q1: 10,130 shares 10,130 $179K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,254 shares; 2024Q2: 10,282 shares; 2024Q3: 10,635 shares; 2024Q4: 10,635 shares; 2025Q1: 10,579 shares 10,579 $159K 0.01% -56 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,282 shares; 2024Q2: 13,812 shares; 2024Q3: 11,645 shares; 2024Q4: 10,264 shares; 2025Q1: 10,091 shares 10,091 $156K 0.01% -173 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,601 shares; 2024Q2: 28,601 shares; 2024Q3: 28,601 shares; 2024Q4: 28,601 shares; 2025Q1: 28,601 shares 28,601 $151K 0.01% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,557 shares; 2024Q2: 15,884 shares; 2024Q3: 14,392 shares; 2024Q4: not reported; 2025Q1: 10,790 shares 10,790 $150K 0.01% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,178 shares 13,178 $147K 0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41,441 shares; 2024Q2: 28,437 shares; 2024Q3: 24,509 shares; 2024Q4: 24,509 shares; 2025Q1: 25,109 shares 25,109 $138K 0.01% +600 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,047 shares; 2024Q2: 14,857 shares; 2024Q3: 13,672 shares; 2024Q4: 13,672 shares; 2025Q1: 13,672 shares 13,672 $90.1K 0.01% 0 Timeline SAGE THERAPEUTICS INC SAGE THERAPEUTICS INC More: the full row for SAGE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $79.5K <0.01% 0 ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares 30,000 $75.3K <0.01% 0 Timeline ACCOLADE INC ACCOLADE INC More: the full row for ACCOLADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,585 shares; 2024Q2: 10,585 shares; 2024Q3: 10,585 shares; 2024Q4: 10,585 shares; 2025Q1: 10,585 shares 10,585 $73.9K <0.01% 0 NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,022 shares 11,022 $58.1K <0.01% new Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,437 shares; 2024Q2: 11,437 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,812 shares 11,812 $55K <0.01% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,357 shares; 2024Q2: 11,357 shares; 2024Q3: 11,357 shares; 2024Q4: 11,357 shares; 2025Q1: 11,357 shares 11,357 $54.3K <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,382 shares 11,382 $51.6K <0.01% new Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,080 shares; 2024Q2: 16,080 shares; 2024Q3: 16,080 shares; 2024Q4: 16,080 shares; 2025Q1: 16,080 shares 16,080 $32K <0.01% 0 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,992 shares; 2024Q4: 16,992 shares; 2025Q1: 16,992 shares 16,992 $17K <0.01% 0 Timeline ATHIRA PHARMA INC ATHIRA PHARMA INC More: the full row for ATHIRA PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,551 shares; 2024Q2: 53,551 shares; 2024Q3: 53,551 shares; 2024Q4: 53,551 shares; 2025Q1: 53,551 shares 53,551 $15.3K <0.01% 0