HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,490,512 shares; 2024Q4: 22,673,374 shares; 2025Q1: 24,194,408 shares; 2025Q2: 17,143,000 shares; 2025Q3: 17,309,516 shares; 2025Q4: 17,193,834 shares 17,193,834 $1.39B 8.52% -115,682 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,426,653 shares; 2024Q4: 7,116,129 shares; 2025Q1: 7,350,431 shares; 2025Q2: 7,581,592 shares; 2025Q3: 7,671,286 shares; 2025Q4: 7,449,848 shares 7,449,848 $598M 3.67% -221,438 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876,269 shares; 2024Q4: 1,164,638 shares; 2025Q1: 1,047,158 shares; 2025Q2: 1,102,702 shares; 2025Q3: 1,346,148 shares; 2025Q4: 1,397,063 shares 1,397,063 $437M 2.69% +50,915 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376,450 shares; 2024Q4: 1,344,854 shares; 2025Q1: 1,274,460 shares; 2025Q2: 1,400,845 shares; 2025Q3: 1,507,195 shares; 2025Q4: 1,545,785 shares 1,545,785 $420M 2.58% +38,590 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734,839 shares; 2024Q4: 1,767,233 shares; 2025Q1: 1,916,233 shares; 2025Q2: 2,034,414 shares; 2025Q3: 1,965,479 shares; 2025Q4: 2,131,827 shares 2,131,827 $398M 2.44% +166,348 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,024 shares; 2024Q4: 562,750 shares; 2025Q1: 530,532 shares; 2025Q2: 675,603 shares; 2025Q3: 751,022 shares; 2025Q4: 766,185 shares 766,185 $371M 2.28% +15,163 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,608 shares; 2024Q4: 19,881 shares; 2025Q1: 702,828 shares; 2025Q2: 338,680 shares; 2025Q3: 521,564 shares; 2025Q4: 532,101 shares 532,101 $364M 2.24% +10,537 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,454,565 shares; 2024Q4: 5,483,446 shares; 2025Q1: 5,449,830 shares; 2025Q2: 3,422,870 shares; 2025Q3: 3,484,384 shares; 2025Q4: 3,440,215 shares 3,440,215 $334M 2.05% -44,169 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756,806 shares; 2024Q4: 688,079 shares; 2025Q1: 778,013 shares; 2025Q2: 830,069 shares; 2025Q3: 869,924 shares; 2025Q4: 778,936 shares 778,936 $251M 1.54% -90,988 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559,802 shares; 2024Q4: 3,033,635 shares; 2025Q1: 3,134,492 shares; 2025Q2: 2,872,962 shares; 2025Q3: 2,966,078 shares; 2025Q4: 2,861,800 shares 2,861,800 $242M 1.49% -104,278 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,049 shares; 2024Q4: 725,120 shares; 2025Q1: 715,988 shares; 2025Q2: 746,736 shares; 2025Q3: 715,397 shares; 2025Q4: 669,580 shares 669,580 $232M 1.42% -45,817 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,599 shares; 2024Q4: 409,044 shares; 2025Q1: 504,799 shares; 2025Q2: 752,406 shares; 2025Q3: 900,049 shares; 2025Q4: 997,799 shares 997,799 $206M 1.27% +97,750 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527,630 shares; 2024Q4: 1,747,388 shares; 2025Q1: 1,808,016 shares; 2025Q2: 1,246,697 shares; 2025Q3: 1,262,795 shares; 2025Q4: 1,700,959 shares 1,700,959 $204M 1.26% +438,164 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835,396 shares; 2024Q4: 934,926 shares; 2025Q1: 957,818 shares; 2025Q2: 875,292 shares; 2025Q3: 973,640 shares; 2025Q4: 1,072,718 shares 1,072,718 $190M 1.17% +99,078 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,784 shares; 2024Q4: 634,276 shares; 2025Q1: 647,009 shares; 2025Q2: 612,214 shares; 2025Q3: 648,943 shares; 2025Q4: 776,019 shares 776,019 $179M 1.1% +127,076 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111,261 shares; 2024Q4: 1,310,242 shares; 2025Q1: 1,108,307 shares; 2025Q2: 1,786,904 shares; 2025Q3: 1,830,406 shares; 2025Q4: 1,657,362 shares 1,657,362 $169M 1.04% -173,044 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,766 shares; 2024Q4: 221,466 shares; 2025Q1: 216,380 shares; 2025Q2: 205,284 shares; 2025Q3: 181,699 shares; 2025Q4: 181,397 shares 181,397 $159M 0.98% -302 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571,614 shares; 2024Q4: 579,142 shares; 2025Q1: 418,318 shares; 2025Q2: 427,222 shares; 2025Q3: 404,328 shares; 2025Q4: 408,348 shares 408,348 $151M 0.93% +4,020 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,420 shares; 2024Q4: 235,392 shares; 2025Q1: 239,979 shares; 2025Q2: 257,389 shares; 2025Q3: 269,193 shares; 2025Q4: 227,630 shares 227,630 $150M 0.92% -41,563 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,409 shares; 2024Q4: 111,241 shares; 2025Q1: 132,369 shares; 2025Q2: 138,641 shares; 2025Q3: 139,007 shares; 2025Q4: 139,218 shares 139,218 $150M 0.92% +211 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719,661 shares; 2024Q4: 2,978,909 shares; 2025Q1: 4,651,417 shares; 2025Q2: 4,626,680 shares; 2025Q3: 4,359,851 shares; 2025Q4: 4,560,951 shares 4,560,951 $149M 0.91% +201,100 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967,315 shares; 2024Q4: 980,396 shares; 2025Q1: 881,341 shares; 2025Q2: 1,073,144 shares; 2025Q3: 1,092,975 shares; 2025Q4: 1,181,842 shares 1,181,842 $147M 0.91% +88,867 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,018 shares; 2024Q4: 580,926 shares; 2025Q1: 582,029 shares; 2025Q2: 448,505 shares; 2025Q3: 455,481 shares; 2025Q4: 458,654 shares 458,654 $139M 0.86% +3,173 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,252 shares; 2024Q4: 1,652,111 shares; 2025Q1: 1,939,905 shares; 2025Q2: 2,255,289 shares; 2025Q3: 1,881,624 shares; 2025Q4: 1,805,111 shares 1,805,111 $139M 0.85% -76,513 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,902 shares; 2025Q1: 571,720 shares; 2025Q2: 604,883 shares; 2025Q3: 695,391 shares; 2025Q4: 602,793 shares 602,793 $138M 0.85% -92,598 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,115 shares; 2024Q4: 534,801 shares; 2025Q1: 573,241 shares; 2025Q2: 582,210 shares; 2025Q3: 443,054 shares; 2025Q4: 433,381 shares 433,381 $135M 0.83% -9,673 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,448,686 shares; 2024Q4: 5,230,817 shares; 2025Q1: 5,578,381 shares; 2025Q2: 5,641,996 shares; 2025Q3: 5,755,246 shares; 2025Q4: 5,764,311 shares 5,764,311 $134M 0.83% +9,065 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,115 shares; 2024Q4: 211,940 shares; 2025Q1: 4,296 shares; 2025Q2: 250,352 shares; 2025Q3: 256,816 shares; 2025Q4: 519,048 shares 519,048 $130M 0.8% +262,232 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196,560 shares; 2024Q4: 1,031,936 shares; 2025Q1: 471,276 shares; 2025Q2: 481,946 shares; 2025Q3: 781,701 shares; 2025Q4: 1,541,037 shares 1,541,037 $124M 0.76% +759,336 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,834 shares; 2024Q4: 720,462 shares; 2025Q1: 741,475 shares; 2025Q2: 753,797 shares; 2025Q3: 764,193 shares; 2025Q4: 952,854 shares 952,854 $122M 0.75% +188,661 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,322 shares; 2024Q4: 378,598 shares; 2025Q1: 373,999 shares; 2025Q2: 379,637 shares; 2025Q3: 386,002 shares; 2025Q4: 388,384 shares 388,384 $120M 0.74% +2,382 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,309 shares; 2024Q4: 10,047 shares; 2025Q1: 391,169 shares; 2025Q2: 666,513 shares; 2025Q3: 1,294,484 shares; 2025Q4: 1,293,169 shares 1,293,169 $119M 0.73% -1,315 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161,663 shares; 2024Q4: 1,174,898 shares; 2025Q1: 1,020,442 shares; 2025Q2: 1,037,184 shares; 2025Q3: 1,050,405 shares; 2025Q4: 1,958,754 shares 1,958,754 $118M 0.72% +908,349 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 3,808 shares; 2025Q1: 148,278 shares; 2025Q2: 15,166 shares; 2025Q3: 181,847 shares; 2025Q4: 435,499 shares 435,499 $117M 0.72% +253,652 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094,114 shares; 2024Q4: 1,076,105 shares; 2025Q1: 1,067,144 shares; 2025Q2: 1,082,799 shares; 2025Q3: 1,107,632 shares; 2025Q4: 944,066 shares 944,066 $114M 0.7% -163,566 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,573 shares; 2024Q4: 170,096 shares; 2025Q1: 129,020 shares; 2025Q2: 128,831 shares; 2025Q3: 129,605 shares; 2025Q4: 129,056 shares 129,056 $113M 0.7% -549 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,187 shares; 2024Q4: 848,868 shares; 2025Q1: 1,607,314 shares; 2025Q2: 1,645,277 shares; 2025Q3: 1,583,329 shares; 2025Q4: 1,594,808 shares 1,594,808 $111M 0.69% +11,479 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,830 shares; 2024Q4: 209,476 shares; 2025Q1: 181,000 shares; 2025Q2: 187,533 shares; 2025Q3: 177,043 shares; 2025Q4: 176,274 shares 176,274 $108M 0.66% -769 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 7,872 shares; 2025Q1: 7,872 shares; 2025Q2: 867,876 shares; 2025Q3: 1,133,531 shares; 2025Q4: 1,134,830 shares 1,134,830 $107M 0.66% +1,299 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 3,614,288 shares; 2025Q1: 9,974 shares; 2025Q2: 1,085,277 shares; 2025Q3: 1,016,284 shares; 2025Q4: 997,415 shares 997,415 $106M 0.65% -18,869 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033,187 shares; 2024Q4: 2,057,093 shares; 2025Q1: 2,063,932 shares; 2025Q2: 1,843,346 shares; 2025Q3: 1,869,852 shares; 2025Q4: 1,896,262 shares 1,896,262 $104M 0.64% +26,410 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753 shares; 2025Q1: 172,948 shares; 2025Q2: 190,512 shares; 2025Q3: 195,158 shares; 2025Q4: 197,619 shares 197,619 $101M 0.62% +2,461 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,582 shares; 2024Q4: 226,386 shares; 2025Q1: 235,200 shares; 2025Q2: 215,304 shares; 2025Q3: 216,629 shares; 2025Q4: 214,734 shares 214,734 $97.8M 0.6% -1,895 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,379 shares; 2024Q4: 221,103 shares; 2025Q1: 222,273 shares; 2025Q2: 224,651 shares; 2025Q3: 227,708 shares; 2025Q4: 226,695 shares 226,695 $96.7M 0.59% -1,013 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,318 shares; 2024Q4: 10,599 shares; 2025Q1: 10,912 shares; 2025Q2: 503,258 shares; 2025Q3: 512,452 shares; 2025Q4: 516,102 shares 516,102 $94.7M 0.58% +3,650 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,828 shares; 2024Q4: 68,793 shares; 2025Q1: 128,116 shares; 2025Q2: 434,952 shares; 2025Q3: 328,930 shares; 2025Q4: 302,976 shares 302,976 $92.8M 0.57% -25,954 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,250 shares; 2024Q4: 138,748 shares; 2025Q1: 224,583 shares; 2025Q2: 225,962 shares; 2025Q3: 330,433 shares; 2025Q4: 424,296 shares 424,296 $90.8M 0.56% +93,863 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347,752 shares; 2024Q4: 1,352,433 shares; 2025Q1: 926,992 shares; 2025Q2: 944,582 shares; 2025Q3: 958,326 shares; 2025Q4: 971,697 shares 971,697 $90.6M 0.56% +13,371 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,532 shares; 2024Q4: 461,353 shares; 2025Q1: 460,776 shares; 2025Q2: 479,906 shares; 2025Q3: 498,529 shares; 2025Q4: 513,857 shares 513,857 $89.5M 0.55% +15,328 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,287,053 shares; 2025Q2: 722,718 shares; 2025Q3: 1,864,198 shares; 2025Q4: 1,858,698 shares 1,858,698 $86.9M 0.53% -5,500 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,315 shares; 2024Q4: 435,059 shares; 2025Q1: 526,533 shares; 2025Q2: 538,513 shares; 2025Q3: 733,243 shares; 2025Q4: 735,398 shares 735,398 $86.2M 0.53% +2,155 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,624 shares; 2024Q4: 238,367 shares; 2025Q1: 237,802 shares; 2025Q2: 246,543 shares; 2025Q3: 251,467 shares; 2025Q4: 253,639 shares 253,639 $85.7M 0.53% +2,172 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867,039 shares; 2024Q4: 877,109 shares; 2025Q1: 719,561 shares; 2025Q2: 734,594 shares; 2025Q3: 748,807 shares; 2025Q4: 759,310 shares 759,310 $84.6M 0.52% +10,503 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,896 shares; 2024Q4: 696,726 shares; 2025Q1: 1,023,593 shares; 2025Q2: 1,064,534 shares; 2025Q3: 1,144,595 shares; 2025Q4: 1,153,834 shares 1,153,834 $84.3M 0.52% +9,239 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,268 shares; 2025Q2: 5,671,047 shares; 2025Q3: 7,156,053 shares; 2025Q4: 7,158,257 shares 7,158,257 $84M 0.52% +2,204 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363,063 shares; 2025Q3: 368,620 shares; 2025Q4: 368,340 shares 368,340 $83.8M 0.51% -280 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,242 shares; 2024Q4: 63,172 shares; 2025Q1: 50,835 shares; 2025Q2: 450,595 shares; 2025Q3: 572,816 shares; 2025Q4: 589,731 shares 589,731 $82.5M 0.51% +16,915 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,029,021 shares; 2024Q4: 6,384,308 shares; 2025Q1: 6,496,260 shares; 2025Q2: 6,517,672 shares; 2025Q3: 4,143,124 shares; 2025Q4: 4,105,864 shares 4,105,864 $79.4M 0.49% -37,260 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 422,360 shares; 2025Q3: 431,881 shares; 2025Q4: 437,636 shares 437,636 $78.9M 0.49% +5,755 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,053 shares; 2024Q4: 243,847 shares; 2025Q1: 247,050 shares; 2025Q2: 251,753 shares; 2025Q3: 256,094 shares; 2025Q4: 356,164 shares 356,164 $78.3M 0.48% +100,070 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,202 shares; 2024Q4: 561,637 shares; 2025Q1: 573,009 shares; 2025Q2: 354,432 shares; 2025Q3: 455,011 shares; 2025Q4: 455,405 shares 455,405 $77.6M 0.48% +394 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,445 shares; 2024Q4: 193,923 shares; 2025Q1: 194,841 shares; 2025Q2: 198,789 shares; 2025Q3: 212,665 shares; 2025Q4: 220,211 shares 220,211 $77.4M 0.48% +7,546 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,247 shares; 2024Q4: 607,458 shares; 2025Q1: 602,601 shares; 2025Q2: 304,525 shares; 2025Q3: 310,802 shares; 2025Q4: 312,674 shares 312,674 $75.3M 0.46% +1,872 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,554 shares; 2024Q4: 117,035 shares; 2025Q1: 117,661 shares; 2025Q2: 118,204 shares; 2025Q3: 120,802 shares; 2025Q4: 91,736 shares 91,736 $75.3M 0.46% -29,066 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018,557 shares; 2024Q4: 1,028,945 shares; 2025Q1: 1,031,949 shares; 2025Q2: 832,086 shares; 2025Q3: 851,405 shares; 2025Q4: 853,495 shares 853,495 $74.4M 0.46% +2,090 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,235 shares; 2024Q4: 448,981 shares; 2025Q1: 492,129 shares; 2025Q2: 271,706 shares; 2025Q3: 276,433 shares; 2025Q4: 514,016 shares 514,016 $73.7M 0.45% +237,583 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879,758 shares; 2024Q4: 2,990,107 shares; 2025Q1: 2,919,056 shares; 2025Q2: 2,866,902 shares; 2025Q3: 2,921,272 shares; 2025Q4: 2,895,015 shares 2,895,015 $73.3M 0.45% -26,257 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,112 shares; 2024Q4: 489,117 shares; 2025Q1: 473,066 shares; 2025Q2: 477,494 shares; 2025Q3: 485,122 shares; 2025Q4: 759,957 shares 759,957 $72.9M 0.45% +274,835 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,372 shares; 2024Q4: 190,047 shares; 2025Q1: 311,382 shares; 2025Q2: 324,329 shares; 2025Q3: 331,325 shares; 2025Q4: 333,890 shares 333,890 $72.8M 0.45% +2,565 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,899 shares; 2024Q4: 415,617 shares; 2025Q1: 440,992 shares; 2025Q2: 375,603 shares; 2025Q3: 379,223 shares; 2025Q4: 721,846 shares 721,846 $72.3M 0.44% +342,623 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,424 shares; 2024Q4: 201,075 shares; 2025Q1: 196,451 shares; 2025Q2: 161,666 shares; 2025Q3: 164,161 shares; 2025Q4: 130,681 shares 130,681 $72M 0.44% -33,480 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,755 shares; 2024Q4: 6,563 shares; 2025Q1: 7,068 shares; 2025Q2: 223,201 shares; 2025Q3: 226,598 shares; 2025Q4: 240,637 shares 240,637 $71.3M 0.44% +14,039 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,066 shares; 2024Q4: 711,622 shares; 2025Q1: 895,628 shares; 2025Q2: 904,534 shares; 2025Q3: 920,565 shares; 2025Q4: 920,721 shares 920,721 $71.2M 0.44% +156 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,677 shares; 2024Q4: 160,075 shares; 2025Q1: 189,955 shares; 2025Q2: 194,827 shares; 2025Q3: 226,476 shares; 2025Q4: 227,705 shares 227,705 $69.6M 0.43% +1,229 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,832 shares; 2024Q4: 206,520 shares; 2025Q1: 214,862 shares; 2025Q2: 129,284 shares; 2025Q3: 184,536 shares; 2025Q4: 192,466 shares 192,466 $69.3M 0.43% +7,930 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,826 shares; 2024Q4: 224,207 shares; 2025Q1: 233,740 shares; 2025Q2: 143,472 shares; 2025Q3: 7,203 shares; 2025Q4: 206,446 shares 206,446 $68.2M 0.42% +199,243 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,022 shares; 2024Q4: 362,712 shares; 2025Q1: 369,473 shares; 2025Q2: 251,050 shares; 2025Q3: 259,451 shares; 2025Q4: 266,114 shares 266,114 $67.9M 0.42% +6,663 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,751,842 shares; 2025Q4: 1,753,810 shares 1,753,810 $67.8M 0.42% +1,968 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,037 shares; 2024Q4: 1,517,355 shares; 2025Q1: 1,299,355 shares; 2025Q2: 2,953,178 shares; 2025Q3: 2,781,076 shares; 2025Q4: 2,461,818 shares 2,461,818 $67M 0.41% -319,258 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 667,243 shares 667,243 $66.6M 0.41% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 407,308 shares; 2025Q3: 550,805 shares; 2025Q4: 551,280 shares 551,280 $66.5M 0.41% +475 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 526,737 shares; 2025Q1: 511,201 shares; 2025Q2: 527,115 shares; 2025Q3: 521,611 shares; 2025Q4: 507,019 shares 507,019 $66.4M 0.41% -14,592 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150,162 shares; 2024Q4: not reported; 2025Q1: 1,250,520 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722,045 shares 722,045 $66.3M 0.41% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738,612 shares; 2024Q4: 605,719 shares; 2025Q1: 615,622 shares; 2025Q2: 614,225 shares; 2025Q3: 452,552 shares; 2025Q4: 221,918 shares 221,918 $65.6M 0.4% -230,634 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,251 shares; 2024Q4: 382,018 shares; 2025Q1: 363,997 shares; 2025Q2: 371,663 shares; 2025Q3: 380,220 shares; 2025Q4: 183,357 shares 183,357 $64.3M 0.4% -196,863 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,380 shares; 2024Q4: 791,458 shares; 2025Q1: 818,242 shares; 2025Q2: 449,853 shares; 2025Q3: 454,568 shares; 2025Q4: 441,988 shares 441,988 $63.4M 0.39% -12,580 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,603 shares; 2025Q1: 76,842 shares; 2025Q2: 120,768 shares; 2025Q3: 124,645 shares; 2025Q4: 118,023 shares 118,023 $62.9M 0.39% -6,622 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,066 shares; 2024Q4: 10,869 shares; 2025Q1: 305,769 shares; 2025Q2: 317,860 shares; 2025Q3: 324,042 shares; 2025Q4: 369,236 shares 369,236 $61.9M 0.38% +45,194 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,884 shares; 2024Q4: 7,417 shares; 2025Q1: 19,046 shares; 2025Q2: 208,088 shares; 2025Q3: 189,457 shares; 2025Q4: 270,775 shares 270,775 $61.7M 0.38% +81,318 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,765 shares; 2024Q4: 556,302 shares; 2025Q1: 592,245 shares; 2025Q2: 830,970 shares; 2025Q3: 700,858 shares; 2025Q4: 445,689 shares 445,689 $61.4M 0.38% -255,169 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,833 shares; 2024Q4: 27,018 shares; 2025Q1: 13,569 shares; 2025Q2: 16,142 shares; 2025Q3: 18,406 shares; 2025Q4: 230,907 shares 230,907 $61.2M 0.38% +212,501 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395,666 shares; 2025Q3: 339,864 shares; 2025Q4: 342,183 shares 342,183 $61.1M 0.38% +2,319 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,164 shares; 2025Q4: 610,814 shares 610,814 $61M 0.37% +604,650 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,485 shares; 2025Q3: 378,919 shares; 2025Q4: 379,835 shares 379,835 $60.5M 0.37% +916 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 483,793 shares; 2025Q3: 428,448 shares; 2025Q4: 402,991 shares 402,991 $59.9M 0.37% -25,457 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215,925 shares; 2024Q4: 2,238,876 shares; 2025Q1: 2,228,874 shares; 2025Q2: 2,272,782 shares; 2025Q3: 2,319,300 shares; 2025Q4: 2,332,989 shares 2,332,989 $58M 0.36% +13,689 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676,340 shares; 2024Q4: 655,174 shares; 2025Q1: 692,839 shares; 2025Q2: 797,393 shares; 2025Q3: 810,060 shares; 2025Q4: 1,302,198 shares 1,302,198 $57.8M 0.35% +492,138 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,665 shares; 2024Q4: 237,452 shares; 2025Q1: 233,883 shares; 2025Q2: 160,733 shares; 2025Q3: 163,875 shares; 2025Q4: 163,282 shares 163,282 $57.7M 0.35% -593 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 5,065 shares; 2025Q1: 4,930 shares; 2025Q2: 738,876 shares; 2025Q3: 458,457 shares; 2025Q4: 456,262 shares 456,262 $57.2M 0.35% -2,195 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,462 shares; 2024Q4: 472,107 shares; 2025Q1: 621,090 shares; 2025Q2: 742,094 shares; 2025Q3: 670,826 shares; 2025Q4: 351,526 shares 351,526 $56.4M 0.35% -319,300 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,319 shares; 2025Q1: 152,657 shares; 2025Q2: 155,153 shares; 2025Q3: 157,423 shares; 2025Q4: 158,557 shares 158,557 $56M 0.34% +1,134 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142,546 shares; 2024Q4: 2,161,276 shares; 2025Q1: 1,907,434 shares; 2025Q2: 1,943,103 shares; 2025Q3: 1,970,383 shares; 2025Q4: 1,191,642 shares 1,191,642 $55.8M 0.34% -778,741 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 413 shares; 2025Q1: 56,114 shares; 2025Q2: 57,784 shares; 2025Q3: 59,140 shares; 2025Q4: 45,044 shares 45,044 $54.7M 0.34% -14,096 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,663 shares; 2024Q4: 7,257 shares; 2025Q1: 8,951 shares; 2025Q2: 74,584 shares; 2025Q3: 104,930 shares; 2025Q4: 156,092 shares 156,092 $54.6M 0.34% +51,162 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,331 shares; 2025Q2: 440,894 shares; 2025Q3: 644,337 shares; 2025Q4: 673,563 shares 673,563 $53.9M 0.33% +29,226 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,986 shares; 2024Q4: 9,920 shares; 2025Q1: 9,820 shares; 2025Q2: 9,507 shares; 2025Q3: 157,136 shares; 2025Q4: 155,411 shares 155,411 $53.5M 0.33% -1,725 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209,276 shares 209,276 $53.1M 0.33% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,012 shares; 2025Q1: 15,195 shares; 2025Q2: 15,956 shares; 2025Q3: 26,544 shares; 2025Q4: 645,859 shares 645,859 $53M 0.33% +619,315 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,226,626 shares; 2025Q2: 2,256,117 shares; 2025Q3: 2,298,006 shares; 2025Q4: 1,194,172 shares 1,194,172 $52.1M 0.32% -1,103,834 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857,761 shares; 2024Q4: 860,462 shares; 2025Q1: 853,337 shares; 2025Q2: 626,219 shares; 2025Q3: 468,833 shares; 2025Q4: 471,594 shares 471,594 $52M 0.32% +2,761 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,375 shares; 2024Q4: 558,690 shares; 2025Q1: 810,036 shares; 2025Q2: 762,147 shares; 2025Q3: 777,490 shares; 2025Q4: 880,002 shares 880,002 $51.4M 0.32% +102,512 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,025 shares; 2024Q4: 230,168 shares; 2025Q1: 229,850 shares; 2025Q2: 242,791 shares; 2025Q3: 225,541 shares; 2025Q4: 222,161 shares 222,161 $50.9M 0.31% -3,380 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,993 shares; 2024Q4: 392,529 shares; 2025Q1: 480,738 shares; 2025Q2: 325,769 shares; 2025Q3: 328,660 shares; 2025Q4: 330,914 shares 330,914 $50.4M 0.31% +2,254 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,055 shares; 2024Q4: 433,251 shares; 2025Q1: 431,491 shares; 2025Q2: 439,017 shares; 2025Q3: 446,311 shares; 2025Q4: 442,964 shares 442,964 $50.4M 0.31% -3,347 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133,068 shares; 2025Q1: 105,166 shares; 2025Q2: 75,568 shares; 2025Q3: 76,665 shares; 2025Q4: 46,506 shares 46,506 $49.8M 0.31% -30,159 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,117 shares; 2025Q1: 28,496 shares; 2025Q2: 63,382 shares; 2025Q3: 72,401 shares; 2025Q4: 363,593 shares 363,593 $48.3M 0.3% +291,192 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,874,551 shares 1,874,551 $48M 0.29% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,541 shares; 2024Q4: 955,648 shares; 2025Q1: 1,121,097 shares; 2025Q2: 1,143,431 shares; 2025Q3: 1,164,822 shares; 2025Q4: 1,169,521 shares 1,169,521 $47.6M 0.29% +4,699 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,555 shares; 2024Q4: 678,466 shares; 2025Q1: 669,967 shares; 2025Q2: 689,845 shares; 2025Q3: 697,107 shares; 2025Q4: 684,522 shares 684,522 $46.8M 0.29% -12,585 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237,054 shares; 2025Q2: 242,855 shares; 2025Q3: 247,032 shares; 2025Q4: 249,258 shares 249,258 $46.1M 0.28% +2,226 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 3,076 shares; 2025Q1: 3,068 shares; 2025Q2: 2,767 shares; 2025Q3: 2,893 shares; 2025Q4: 141,916 shares 141,916 $45.2M 0.28% +139,023 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,011,236 shares 1,011,236 $44.7M 0.27% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237,712 shares; 2025Q4: 243,785 shares 243,785 $44.4M 0.27% +6,073 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,957 shares; 2024Q4: 43,726 shares; 2025Q1: 82,214 shares; 2025Q2: 62,650 shares; 2025Q3: 71,553 shares; 2025Q4: 367,901 shares 367,901 $44M 0.27% +296,348 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,134 shares; 2024Q4: 223,796 shares; 2025Q1: 228,813 shares; 2025Q2: 230,747 shares; 2025Q3: 234,206 shares; 2025Q4: 233,596 shares 233,596 $43.3M 0.27% -610 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,019 shares; 2024Q4: 222,513 shares; 2025Q1: 219,879 shares; 2025Q2: 223,274 shares; 2025Q3: 226,605 shares; 2025Q4: 228,426 shares 228,426 $43M 0.26% +1,821 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,533 shares; 2024Q4: 154,754 shares; 2025Q1: 153,544 shares; 2025Q2: 158,348 shares; 2025Q3: 160,923 shares; 2025Q4: 160,443 shares 160,443 $41.3M 0.25% -480 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,471 shares; 2025Q1: 68,345 shares; 2025Q2: 79,322 shares; 2025Q3: 316,961 shares; 2025Q4: 332,523 shares 332,523 $41M 0.25% +15,562 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,493 shares; 2024Q4: 1,516,041 shares; 2025Q1: 1,490,778 shares; 2025Q2: 1,540,397 shares; 2025Q3: 1,569,093 shares; 2025Q4: 1,562,131 shares 1,562,131 $41M 0.25% -6,962 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 432,131 shares 432,131 $35.8M 0.22% new Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 931,890 shares; 2025Q4: 2,016,405 shares 2,016,405 $35.7M 0.22% +1,084,515 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 402,522 shares; 2025Q1: 582,362 shares; 2025Q2: 612,521 shares; 2025Q3: 430,858 shares; 2025Q4: 428,540 shares 428,540 $35M 0.22% -2,318 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,643 shares; 2024Q4: 81,218 shares; 2025Q1: 74,230 shares; 2025Q2: 34,881 shares; 2025Q3: 39,681 shares; 2025Q4: 71,596 shares 71,596 $32.2M 0.2% +31,915 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142,575 shares; 2025Q1: 149,513 shares; 2025Q2: 290,853 shares; 2025Q3: 319,431 shares; 2025Q4: 289,206 shares 289,206 $31.9M 0.2% -30,225 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185,705 shares; 2025Q2: 151,817 shares; 2025Q3: 154,034 shares; 2025Q4: 153,621 shares 153,621 $31.2M 0.19% -413 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 977 shares; 2025Q1: 935 shares; 2025Q2: 853 shares; 2025Q3: 916 shares; 2025Q4: 28,060 shares 28,060 $30M 0.18% +27,144 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434,316 shares; 2024Q4: 1,448,601 shares; 2025Q1: 281,955 shares; 2025Q2: 283,271 shares; 2025Q3: 287,252 shares; 2025Q4: 287,504 shares 287,504 $29.9M 0.18% +252 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330,647 shares; 2025Q3: 117,004 shares; 2025Q4: 868,819 shares 868,819 $26.2M 0.16% +751,815 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,541 shares; 2024Q4: 581,214 shares; 2025Q1: 591,120 shares; 2025Q2: 469,957 shares; 2025Q3: 478,594 shares; 2025Q4: 644,559 shares 644,559 $21.8M 0.13% +165,965 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846,703 shares 846,703 $21.5M 0.13% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,029 shares; 2024Q4: 895,435 shares; 2025Q1: 717,532 shares; 2025Q2: 456,076 shares; 2025Q3: 464,936 shares; 2025Q4: 187,040 shares 187,040 $20M 0.12% -277,896 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435,467 shares; 2025Q3: 410,089 shares; 2025Q4: 526,197 shares 526,197 $18.5M 0.11% +116,108 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,945 shares; 2024Q4: 285,015 shares; 2025Q1: 334,543 shares; 2025Q2: 371,138 shares; 2025Q3: 623,295 shares; 2025Q4: 568,221 shares 568,221 $15.9M 0.1% -55,074 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,209 shares; 2025Q2: 55,175 shares; 2025Q3: 102,838 shares; 2025Q4: 113,942 shares 113,942 $15.4M 0.09% +11,104 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,900 shares; 2024Q4: 196,836 shares; 2025Q1: 230,083 shares; 2025Q2: 251,401 shares; 2025Q3: 362,723 shares; 2025Q4: 525,235 shares 525,235 $15.3M 0.09% +162,512 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,009 shares; 2025Q2: 77,637 shares; 2025Q3: 125,215 shares; 2025Q4: 123,060 shares 123,060 $15.3M 0.09% -2,155 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,821 shares; 2024Q4: 37,277 shares; 2025Q1: 44,054 shares; 2025Q2: 71,133 shares; 2025Q3: 82,991 shares; 2025Q4: 79,778 shares 79,778 $15.1M 0.09% -3,213 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 55,845 shares; 2025Q1: 62,330 shares; 2025Q2: 66,198 shares; 2025Q3: 74,564 shares; 2025Q4: 84,416 shares 84,416 $14.6M 0.09% +9,852 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,654 shares; 2025Q2: 99,074 shares; 2025Q3: 137,870 shares; 2025Q4: 162,265 shares 162,265 $14M 0.09% +24,395 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,383 shares; 2025Q4: 184,513 shares 184,513 $13.9M 0.09% +76,130 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,457 shares; 2025Q2: 188,204 shares; 2025Q3: 219,694 shares; 2025Q4: 323,625 shares 323,625 $13.7M 0.08% +103,931 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255,241 shares; 2025Q3: 291,617 shares; 2025Q4: 311,082 shares 311,082 $13.6M 0.08% +19,465 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,384 shares; 2024Q4: 204,523 shares; 2025Q1: 164,921 shares; 2025Q2: 310,436 shares; 2025Q3: 352,468 shares; 2025Q4: 324,928 shares 324,928 $12.7M 0.08% -27,540 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,111 shares; 2024Q4: 48,069 shares; 2025Q1: 41,372 shares; 2025Q2: 46,808 shares; 2025Q3: 52,313 shares; 2025Q4: 59,064 shares 59,064 $12.6M 0.08% +6,751 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,437 shares; 2025Q1: 87,400 shares; 2025Q2: 96,114 shares; 2025Q3: 108,785 shares; 2025Q4: 155,456 shares 155,456 $12.2M 0.07% +46,671 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235,243 shares; 2025Q3: 588,689 shares; 2025Q4: 673,150 shares 673,150 $12M 0.07% +84,461 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,885 shares; 2025Q1: 44,189 shares; 2025Q2: 52,132 shares; 2025Q3: 59,169 shares; 2025Q4: 41,886 shares 41,886 $12M 0.07% -17,283 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531,286 shares; 2024Q4: 2,593,243 shares; 2025Q1: 2,604,072 shares; 2025Q2: 163,931 shares; 2025Q3: 407,426 shares; 2025Q4: 468,453 shares 468,453 $11.7M 0.07% +61,027 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,195 shares; 2024Q4: 286,192 shares; 2025Q1: 178,765 shares; 2025Q2: 198,477 shares; 2025Q3: 331,710 shares; 2025Q4: 386,674 shares 386,674 $11.3M 0.07% +54,964 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: 7,278 shares; 2025Q1: 8,366 shares; 2025Q2: 9,586 shares; 2025Q3: 10,812 shares; 2025Q4: 119,406 shares 119,406 $11.2M 0.07% +108,594 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145,940 shares; 2025Q2: 208,748 shares; 2025Q3: 275,978 shares; 2025Q4: 331,536 shares 331,536 $11M 0.07% +55,558 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 217,415 shares; 2025Q2: 239,906 shares; 2025Q3: 272,045 shares; 2025Q4: 306,566 shares 306,566 $10.8M 0.07% +34,521 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,211,037 shares; 2024Q4: 621,372 shares; 2025Q1: 45,404 shares; 2025Q2: 8,577 shares; 2025Q3: not reported; 2025Q4: 183,062 shares 183,062 $10.4M 0.06% new Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 231,618 shares; 2025Q2: 254,241 shares; 2025Q3: 464,545 shares; 2025Q4: 512,744 shares 512,744 $10.3M 0.06% +48,199 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165,639 shares; 2025Q1: 11,220 shares; 2025Q2: 5,999 shares; 2025Q3: not reported; 2025Q4: 200,875 shares 200,875 $10.3M 0.06% new Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 372,077 shares; 2025Q2: 409,533 shares; 2025Q3: 746,671 shares; 2025Q4: 832,694 shares 832,694 $10.2M 0.06% +86,023 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,993 shares; 2025Q1: 134,020 shares; 2025Q2: 149,267 shares; 2025Q3: 303,455 shares; 2025Q4: 353,168 shares 353,168 $10.2M 0.06% +49,713 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,172 shares; 2024Q4: 178,827 shares; 2025Q1: 205,762 shares; 2025Q2: 177,383 shares; 2025Q3: 202,965 shares; 2025Q4: 143,886 shares 143,886 $9.68M 0.06% -59,079 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,688 shares; 2024Q4: 51,233 shares; 2025Q1: 49,951 shares; 2025Q2: 44,929 shares; 2025Q3: 51,561 shares; 2025Q4: 59,364 shares 59,364 $9.62M 0.06% +7,803 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 22,507 shares; 2025Q1: 15,297 shares; 2025Q2: 18,776 shares; 2025Q3: 12,516 shares; 2025Q4: 14,234 shares 14,234 $9.3M 0.06% +1,718 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,552 shares; 2025Q1: 3,931 shares; 2025Q2: 4,148 shares; 2025Q3: 4,390 shares; 2025Q4: 16,270 shares 16,270 $9.29M 0.06% +11,880 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,656 shares; 2025Q4: 24,635 shares 24,635 $9.23M 0.06% +10,979 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,090 shares; 2025Q2: 310,132 shares; 2025Q3: 331,136 shares; 2025Q4: 337,101 shares 337,101 $9.19M 0.06% +5,965 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,136 shares; 2025Q2: 23,845 shares; 2025Q3: 27,985 shares; 2025Q4: 32,949 shares 32,949 $9.09M 0.06% +4,964 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,591 shares; 2025Q3: 96,588 shares; 2025Q4: 110,294 shares 110,294 $8.86M 0.05% +13,706 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,804 shares 72,804 $8.83M 0.05% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,359 shares; 2024Q4: 27,741 shares; 2025Q1: 31,844 shares; 2025Q2: 35,210 shares; 2025Q3: 40,808 shares; 2025Q4: 47,466 shares 47,466 $8.75M 0.05% +6,658 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269,993 shares 269,993 $8.64M 0.05% new Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,479 shares; 2024Q4: 281,327 shares; 2025Q1: 330,853 shares; 2025Q2: 367,072 shares; 2025Q3: 424,161 shares; 2025Q4: 493,609 shares 493,609 $8.56M 0.05% +69,448 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,747 shares; 2024Q4: 148,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283,674 shares; 2025Q4: 317,482 shares 317,482 $8.5M 0.05% +33,808 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,391 shares 42,391 $8.46M 0.05% new Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180,250 shares 180,250 $8.35M 0.05% new Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,922 shares; 2024Q4: 162,720 shares; 2025Q1: 170,022 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217,580 shares 217,580 $8.34M 0.05% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 7,122 shares; 2025Q1: 8,486 shares; 2025Q2: 9,749 shares; 2025Q3: 10,907 shares; 2025Q4: 12,377 shares 12,377 $8.2M 0.05% +1,470 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,380 shares; 2024Q4: 178,762 shares; 2025Q1: 20,514 shares; 2025Q2: 24,018 shares; 2025Q3: 27,166 shares; 2025Q4: 30,726 shares 30,726 $7.9M 0.05% +3,560 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,977 shares; 2025Q3: 89,491 shares; 2025Q4: 94,946 shares 94,946 $7.74M 0.05% +5,455 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,707 shares; 2025Q4: 148,248 shares 148,248 $7.72M 0.05% +21,541 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,187 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,694 shares 43,694 $7.71M 0.05% new Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,344 shares; 2025Q1: 83,699 shares; 2025Q2: 92,197 shares; 2025Q3: 104,448 shares; 2025Q4: 115,952 shares 115,952 $7.53M 0.05% +11,504 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 4,639 shares; 2025Q1: 11,333 shares; 2025Q2: 11,134 shares; 2025Q3: 9,431 shares; 2025Q4: 77,731 shares 77,731 $7.41M 0.05% +68,300 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 6,856 shares; 2025Q1: 7,696 shares; 2025Q2: 50,344 shares; 2025Q3: 51,285 shares; 2025Q4: 8,393 shares 8,393 $7.24M 0.04% -42,892 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,719 shares; 2024Q4: 17,813 shares; 2025Q1: 18,117 shares; 2025Q2: 10,649 shares; 2025Q3: 11,014 shares; 2025Q4: 11,481 shares 11,481 $7.2M 0.04% +467 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,337 shares; 2025Q3: 74,908 shares; 2025Q4: 69,279 shares 69,279 $7.07M 0.04% -5,629 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,528 shares; 2024Q4: 150,742 shares; 2025Q1: 169,807 shares; 2025Q2: 185,189 shares; 2025Q3: 209,003 shares; 2025Q4: 234,111 shares 234,111 $6.94M 0.04% +25,108 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,253 shares; 2024Q4: 151,527 shares; 2025Q1: 146,190 shares; 2025Q2: 142,114 shares; 2025Q3: 140,917 shares; 2025Q4: 145,004 shares 145,004 $6.84M 0.04% +4,087 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,046 shares; 2025Q3: 84,881 shares; 2025Q4: 81,732 shares 81,732 $6.73M 0.04% -3,149 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,545 shares; 2024Q4: 256,501 shares; 2025Q1: 84,953 shares; 2025Q2: 80,613 shares; 2025Q3: 128,700 shares; 2025Q4: 131,671 shares 131,671 $6.66M 0.04% +2,971 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,873 shares; 2024Q4: 26,212 shares; 2025Q1: 21,901 shares; 2025Q2: 28,231 shares; 2025Q3: 40,136 shares; 2025Q4: 45,933 shares 45,933 $6.65M 0.04% +5,797 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,349 shares; 2024Q4: 78,557 shares; 2025Q1: 77,644 shares; 2025Q2: 99,251 shares; 2025Q3: 121,808 shares; 2025Q4: 77,671 shares 77,671 $6.63M 0.04% -44,137 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,505 shares; 2025Q4: 68,452 shares 68,452 $6.55M 0.04% +9,947 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,714 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,572 shares; 2025Q4: 50,265 shares 50,265 $6.54M 0.04% +37,693 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,345 shares; 2024Q4: 255,837 shares; 2025Q1: 431,941 shares; 2025Q2: not reported; 2025Q3: 64,906 shares; 2025Q4: 61,898 shares 61,898 $6.42M 0.04% -3,008 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,822 shares; 2025Q4: 30,562 shares 30,562 $6.28M 0.04% +3,740 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,282 shares; 2025Q2: 1,310 shares; 2025Q3: 1,440 shares; 2025Q4: 11,068 shares 11,068 $6.27M 0.04% +9,628 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,966 shares; 2025Q1: 87,003 shares; 2025Q2: 95,669 shares; 2025Q3: 80,647 shares; 2025Q4: 49,281 shares 49,281 $6.24M 0.04% -31,366 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,405 shares; 2024Q4: 262,213 shares; 2025Q1: 128,156 shares; 2025Q2: 541,456 shares; 2025Q3: 220,371 shares; 2025Q4: 427,415 shares 427,415 $6.06M 0.04% +207,044 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,910 shares; 2025Q1: 2,719 shares; 2025Q2: 2,996 shares; 2025Q3: 5,120 shares; 2025Q4: 39,450 shares 39,450 $6.06M 0.04% +34,330 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,627 shares; 2025Q3: 84,517 shares; 2025Q4: 86,460 shares 86,460 $6.03M 0.04% +1,943 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,524 shares; 2025Q4: 52,640 shares 52,640 $5.89M 0.04% +7,116 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,801 shares; 2024Q4: 100,165 shares; 2025Q1: 55,625 shares; 2025Q2: 60,673 shares; 2025Q3: 294,968 shares; 2025Q4: 73,187 shares 73,187 $5.83M 0.04% -221,781 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,945 shares; 2024Q4: 12,839 shares; 2025Q1: 32,835 shares; 2025Q2: 32,777 shares; 2025Q3: 34,289 shares; 2025Q4: 17,929 shares 17,929 $5.63M 0.03% -16,360 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,786 shares; 2024Q4: 27,108 shares; 2025Q1: 26,608 shares; 2025Q2: 25,393 shares; 2025Q3: 24,957 shares; 2025Q4: 25,876 shares 25,876 $5.62M 0.03% +919 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147,688 shares 147,688 $5.43M 0.03% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 6,667 shares; 2025Q1: 4,357 shares; 2025Q2: 5,254 shares; 2025Q3: 6,230 shares; 2025Q4: 10,649 shares 10,649 $5.35M 0.03% +4,419 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110,718 shares; 2025Q1: 116,085 shares; 2025Q2: 114,204 shares; 2025Q3: 86,234 shares; 2025Q4: 114,928 shares 114,928 $5.27M 0.03% +28,694 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,974 shares 111,974 $5.12M 0.03% new Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,276 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201,483 shares 201,483 $4.9M 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,376 shares; 2024Q4: 230,366 shares; 2025Q1: 161,027 shares; 2025Q2: 157,388 shares; 2025Q3: 166,433 shares; 2025Q4: 72,722 shares 72,722 $4.68M 0.03% -93,711 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,088 shares; 2024Q4: 10,397 shares; 2025Q1: 11,121 shares; 2025Q2: 10,742 shares; 2025Q3: 10,938 shares; 2025Q4: 11,042 shares 11,042 $4.66M 0.03% +104 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,490 shares; 2025Q2: 36,894 shares; 2025Q3: 23,811 shares; 2025Q4: 64,402 shares 64,402 $4.6M 0.03% +40,591 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 7,424 shares; 2025Q1: 7,198 shares; 2025Q2: 7,230 shares; 2025Q3: 9,601 shares; 2025Q4: 13,333 shares 13,333 $4.47M 0.03% +3,732 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 6,430 shares; 2025Q1: 3,759 shares; 2025Q2: 4,469 shares; 2025Q3: 5,276 shares; 2025Q4: 6,434 shares 6,434 $4.39M 0.03% +1,158 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,854 shares; 2024Q4: 175,670 shares; 2025Q1: 136,156 shares; 2025Q2: 88,268 shares; 2025Q3: 94,625 shares; 2025Q4: 51,193 shares 51,193 $4.28M 0.03% -43,432 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,220 shares; 2024Q4: 15,792 shares; 2025Q1: 15,464 shares; 2025Q2: 15,585 shares; 2025Q3: 17,576 shares; 2025Q4: 17,474 shares 17,474 $4.21M 0.03% -102 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,201 shares; 2024Q4: 103,945 shares; 2025Q1: 67,390 shares; 2025Q2: 94,604 shares; 2025Q3: 92,514 shares; 2025Q4: 90,994 shares 90,994 $4.11M 0.03% -1,520 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,943 shares; 2024Q4: 6,269 shares; 2025Q1: 5,539 shares; 2025Q2: 5,483 shares; 2025Q3: 6,470 shares; 2025Q4: 7,146 shares 7,146 $4.09M 0.03% +676 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,978 shares; 2025Q2: 60,606 shares; 2025Q3: not reported; 2025Q4: 82,074 shares 82,074 $4.07M 0.03% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,828 shares; 2024Q4: 17,129 shares; 2025Q1: 34,185 shares; 2025Q2: 6,118 shares; 2025Q3: 7,207 shares; 2025Q4: 8,425 shares 8,425 $3.99M 0.02% +1,218 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 590,275 shares; 2025Q1: 17,369 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,857 shares 57,857 $3.88M 0.02% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,435 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228,153 shares 228,153 $3.75M 0.02% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,487 shares; 2025Q4: 142,459 shares 142,459 $3.68M 0.02% +2,972 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,776 shares; 2025Q1: 1,007 shares; 2025Q2: 851 shares; 2025Q3: 1,118 shares; 2025Q4: 12,363 shares 12,363 $3.56M 0.02% +11,245 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,124 shares; 2025Q2: 92,418 shares; 2025Q3: 104,919 shares; 2025Q4: 45,739 shares 45,739 $3.54M 0.02% -59,180 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,166 shares; 2024Q4: 179,923 shares; 2025Q1: 108,027 shares; 2025Q2: 81,339 shares; 2025Q3: 59,194 shares; 2025Q4: 41,131 shares 41,131 $3.53M 0.02% -18,063 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,957 shares; 2025Q1: 4,186 shares; 2025Q2: 3,187 shares; 2025Q3: 4,019 shares; 2025Q4: 6,709 shares 6,709 $3.27M 0.02% +2,690 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,951 shares; 2024Q4: 11,614 shares; 2025Q1: 12,341 shares; 2025Q2: 12,411 shares; 2025Q3: 15,644 shares; 2025Q4: 16,189 shares 16,189 $3.16M 0.02% +545 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,902 shares; 2025Q4: 52,483 shares 52,483 $2.94M 0.02% +5,581 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192,823 shares; 2025Q2: 128,480 shares; 2025Q3: not reported; 2025Q4: 130,573 shares 130,573 $2.93M 0.02% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 3,598 shares; 2025Q1: 3,880 shares; 2025Q2: 3,800 shares; 2025Q3: 4,046 shares; 2025Q4: 4,656 shares 4,656 $2.86M 0.02% +610 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,413 shares; 2024Q4: 68,019 shares; 2025Q1: 67,479 shares; 2025Q2: 62,968 shares; 2025Q3: 81,501 shares; 2025Q4: 79,115 shares 79,115 $2.85M 0.02% -2,386 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,212 shares; 2025Q1: 4,311 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,365 shares 7,365 $2.85M 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,253 shares; 2025Q1: 2,348 shares; 2025Q2: 1,011 shares; 2025Q3: 2,531 shares; 2025Q4: 11,478 shares 11,478 $2.83M 0.02% +8,947 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,093 shares; 2024Q4: 332,020 shares; 2025Q1: 451,904 shares; 2025Q2: 267,359 shares; 2025Q3: 137,592 shares; 2025Q4: 141,743 shares 141,743 $2.75M 0.02% +4,151 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,802 shares; 2024Q4: 50,193 shares; 2025Q1: 49,992 shares; 2025Q2: 56,710 shares; 2025Q3: 59,405 shares; 2025Q4: 58,461 shares 58,461 $2.66M 0.02% -944 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,589 shares; 2024Q4: 27,689 shares; 2025Q1: 27,295 shares; 2025Q2: 24,443 shares; 2025Q3: 26,079 shares; 2025Q4: 26,151 shares 26,151 $2.58M 0.02% +72 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,445 shares; 2025Q1: 4,475 shares; 2025Q2: 4,120 shares; 2025Q3: 4,135 shares; 2025Q4: 4,390 shares 4,390 $2.54M 0.02% +255 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,791 shares; 2024Q4: 101,346 shares; 2025Q1: not reported; 2025Q2: 99,540 shares; 2025Q3: 105,890 shares; 2025Q4: 118,284 shares 118,284 $2.48M 0.02% +12,394 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,765 shares; 2024Q4: 50,215 shares; 2025Q1: not reported; 2025Q2: 102,946 shares; 2025Q3: 57,901 shares; 2025Q4: 60,139 shares 60,139 $2.48M 0.02% +2,238 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,941 shares; 2024Q4: 40,173 shares; 2025Q1: not reported; 2025Q2: 40,235 shares; 2025Q3: 42,789 shares; 2025Q4: 48,221 shares 48,221 $2.48M 0.02% +5,432 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,330 shares; 2024Q4: 42,555 shares; 2025Q1: not reported; 2025Q2: 42,709 shares; 2025Q3: 45,476 shares; 2025Q4: 51,913 shares 51,913 $2.48M 0.02% +6,437 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,502 shares; 2024Q4: 9,479 shares; 2025Q1: 9,428 shares; 2025Q2: 10,899 shares; 2025Q3: 9,601 shares; 2025Q4: 12,866 shares 12,866 $2.46M 0.02% +3,265 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,922 shares; 2024Q4: 87,148 shares; 2025Q1: not reported; 2025Q2: 86,504 shares; 2025Q3: 91,979 shares; 2025Q4: 104,748 shares 104,748 $2.45M 0.02% +12,769 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 4,731 shares; 2025Q1: 4,904 shares; 2025Q2: 4,866 shares; 2025Q3: 4,899 shares; 2025Q4: 4,980 shares 4,980 $2.41M 0.01% +81 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,201 shares; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 15,628 shares; 2025Q4: 12,256 shares 12,256 $2.37M 0.01% -3,372 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,836 shares; 2025Q4: 104,851 shares 104,851 $2.37M 0.01% +2,015 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,064 shares; 2024Q4: 10,206 shares; 2025Q1: 10,267 shares; 2025Q2: 10,067 shares; 2025Q3: 11,551 shares; 2025Q4: 12,063 shares 12,063 $2.35M 0.01% +512 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,733 shares; 2025Q3: 61,358 shares; 2025Q4: 62,657 shares 62,657 $2.3M 0.01% +1,299 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,280 shares; 2025Q2: 1,423 shares; 2025Q3: 1,877 shares; 2025Q4: 7,947 shares 7,947 $2.22M 0.01% +6,070 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,476 shares; 2025Q1: 4,582 shares; 2025Q2: 4,454 shares; 2025Q3: 4,839 shares; 2025Q4: 5,330 shares 5,330 $2.2M 0.01% +491 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,129 shares; 2025Q1: 25,653 shares; 2025Q2: 22,725 shares; 2025Q3: 24,732 shares; 2025Q4: 25,379 shares 25,379 $2.19M 0.01% +647 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,635 shares; 2024Q4: 210,343 shares; 2025Q1: 214,641 shares; 2025Q2: 210,207 shares; 2025Q3: 220,975 shares; 2025Q4: 225,162 shares 225,162 $2.18M 0.01% +4,187 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,430 shares; 2025Q2: 111,455 shares; 2025Q3: 36,836 shares; 2025Q4: 57,010 shares 57,010 $2.11M 0.01% +20,174 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,209 shares; 2025Q2: 10,974 shares; 2025Q3: 11,346 shares; 2025Q4: 11,989 shares 11,989 $2.05M 0.01% +643 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 3,103 shares; 2025Q1: 3,106 shares; 2025Q2: 3,151 shares; 2025Q3: 4,347 shares; 2025Q4: 4,340 shares 4,340 $2.02M 0.01% -7 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,680 shares; 2025Q2: 9,593 shares; 2025Q3: 8,186 shares; 2025Q4: 6,572 shares 6,572 $1.98M 0.01% -1,614 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,785 shares; 2025Q1: 11,297 shares; 2025Q2: 10,791 shares; 2025Q3: 11,689 shares; 2025Q4: 19,854 shares 19,854 $1.91M 0.01% +8,165 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,321 shares 11,321 $1.91M 0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,542 shares 7,542 $1.91M 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,003 shares; 2024Q4: not reported; 2025Q1: 15,329 shares; 2025Q2: 20,821 shares; 2025Q3: 17,778 shares; 2025Q4: 8,796 shares 8,796 $1.89M 0.01% -8,982 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,463 shares; 2024Q4: 381,636 shares; 2025Q1: 22,044 shares; 2025Q2: 18,169 shares; 2025Q3: 18,723 shares; 2025Q4: 17,818 shares 17,818 $1.88M 0.01% -905 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,314 shares; 2025Q1: 7,695 shares; 2025Q2: 8,111 shares; 2025Q3: 8,264 shares; 2025Q4: 7,691 shares 7,691 $1.75M 0.01% -573 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812,885 shares; 2024Q4: 1,729,769 shares; 2025Q1: 35,803 shares; 2025Q2: 35,786 shares; 2025Q3: 35,785 shares; 2025Q4: 46,600 shares 46,600 $1.69M 0.01% +10,815 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,764 shares 25,764 $1.67M 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,523 shares; 2025Q1: 2,227 shares; 2025Q2: 4,237 shares; 2025Q3: 4,413 shares; 2025Q4: 4,234 shares 4,234 $1.65M 0.01% -179 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 2,087 shares; 2025Q1: 3,329 shares; 2025Q2: 2,667 shares; 2025Q3: 3,885 shares; 2025Q4: 11,384 shares 11,384 $1.64M 0.01% +7,499 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,656 shares; 2025Q2: 2,969 shares; 2025Q3: 88,240 shares; 2025Q4: 16,947 shares 16,947 $1.63M 0.01% -71,293 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,192 shares; 2025Q2: 44,216 shares; 2025Q3: 59,805 shares; 2025Q4: 55,311 shares 55,311 $1.54M 0.01% -4,494 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,932 shares; 2025Q3: 17,279 shares; 2025Q4: 22,708 shares 22,708 $1.53M 0.01% +5,429 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,564 shares 29,564 $1.52M 0.01% new Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,607 shares; 2024Q4: 65,657 shares; 2025Q1: 63,883 shares; 2025Q2: 65,008 shares; 2025Q3: 64,674 shares; 2025Q4: 66,743 shares 66,743 $1.46M 0.01% +2,069 Timeline SLX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,935 shares 16,935 $1.44M 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,880 shares; 2024Q4: 14,259 shares; 2025Q1: 14,492 shares; 2025Q2: 38,043 shares; 2025Q3: 29,409 shares; 2025Q4: 38,930 shares 38,930 $1.44M 0.01% +9,521 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,406 shares; 2024Q4: not reported; 2025Q1: 41,912 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,773 shares 27,773 $1.41M 0.01% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,978 shares; 2024Q4: 185,345 shares; 2025Q1: not reported; 2025Q2: 87,129 shares; 2025Q3: 119,326 shares; 2025Q4: 60,984 shares 60,984 $1.41M 0.01% -58,342 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,057 shares; 2025Q2: 40,248 shares; 2025Q3: 27,130 shares; 2025Q4: 27,903 shares 27,903 $1.41M 0.01% +773 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,076 shares; 2024Q4: 26,257 shares; 2025Q1: 24,173 shares; 2025Q2: 21,343 shares; 2025Q3: 21,343 shares; 2025Q4: 21,648 shares 21,648 $1.36M 0.01% +305 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,908 shares; 2025Q4: 13,908 shares 13,908 $1.35M 0.01% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,451 shares; 2024Q4: 58,441 shares; 2025Q1: 54,708 shares; 2025Q2: 54,490 shares; 2025Q3: 54,183 shares; 2025Q4: 53,953 shares 53,953 $1.35M 0.01% -230 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 11,626 shares; 2025Q1: 4,996 shares; 2025Q2: 4,468 shares; 2025Q3: 7,043 shares; 2025Q4: 10,391 shares 10,391 $1.28M 0.01% +3,348 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,762 shares; 2025Q3: 8,490 shares; 2025Q4: 8,580 shares 8,580 $1.23M 0.01% +90 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,200 shares; 2024Q4: not reported; 2025Q1: 77,660 shares; 2025Q2: not reported; 2025Q3: 11,719 shares; 2025Q4: 21,528 shares 21,528 $1.2M 0.01% +9,809 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,230 shares 43,230 $1.18M 0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,546,426 shares; 2024Q4: 1,533,031 shares; 2025Q1: 671,955 shares; 2025Q2: 44,008 shares; 2025Q3: 14,868 shares; 2025Q4: 14,515 shares 14,515 $1.17M 0.01% -353 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 3,654 shares; 2025Q4: 3,654 shares 3,654 $1.15M 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,262 shares; 2024Q4: 10,842 shares; 2025Q1: 9,867 shares; 2025Q2: 12,973 shares; 2025Q3: 17,519 shares; 2025Q4: 17,074 shares 17,074 $1.13M 0.01% -445 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,690 shares; 2025Q2: 3,609 shares; 2025Q3: 5,456 shares; 2025Q4: 5,288 shares 5,288 $1.11M 0.01% -168 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,511 shares; 2024Q4: 14,062 shares; 2025Q1: 14,007 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,202 shares 15,202 $1.1M 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,893 shares; 2025Q1: 2,577 shares; 2025Q2: 1,956 shares; 2025Q3: 1,954 shares; 2025Q4: 2,270 shares 2,270 $1.06M 0.01% +316 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,004 shares; 2025Q4: 5,054 shares 5,054 $1.05M 0.01% +50 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,954 shares; 2025Q1: 1,073 shares; 2025Q2: not reported; 2025Q3: 2,245 shares; 2025Q4: 4,734 shares 4,734 $1.04M 0.01% +2,489 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,211 shares; 2025Q1: 6,942 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,374 shares 8,374 $1.02M 0.01% new Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,037 shares; 2024Q4: 30,126 shares; 2025Q1: 26,113 shares; 2025Q2: 26,113 shares; 2025Q3: 26,113 shares; 2025Q4: 26,113 shares 26,113 $1.02M 0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,201 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,218 shares; 2025Q3: 7,018 shares; 2025Q4: 7,018 shares 7,018 $1.01M 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 11,765 shares; 2025Q1: 11,628 shares; 2025Q2: 8,765 shares; 2025Q3: 21,338 shares; 2025Q4: 37,283 shares 37,283 $1M 0.01% +15,945 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 502 shares; 2025Q1: 490 shares; 2025Q2: 458 shares; 2025Q3: 525 shares; 2025Q4: 1,752 shares 1,752 $999K 0.01% +1,227 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,576 shares; 2025Q4: 119,576 shares 119,576 $979K 0.01% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,255 shares; 2024Q4: 13,829 shares; 2025Q1: 20,421 shares; 2025Q2: 19,918 shares; 2025Q3: 10,554 shares; 2025Q4: 10,330 shares 10,330 $971K 0.01% -224 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,469 shares; 2025Q3: 9,469 shares; 2025Q4: 21,808 shares 21,808 $970K 0.01% +12,339 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,050 shares; 2024Q4: 30,029 shares; 2025Q1: 36,932 shares; 2025Q2: 51,969 shares; 2025Q3: 11,943 shares; 2025Q4: 11,943 shares 11,943 $944K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,254 shares; 2025Q1: 1,204 shares; 2025Q2: 2,843 shares; 2025Q3: 9,969 shares; 2025Q4: 1,240 shares 1,240 $935K 0.01% -8,729 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,619 shares; 2025Q3: not reported; 2025Q4: 3,125 shares 3,125 $932K 0.01% new Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,447 shares; 2025Q1: 20,379 shares; 2025Q2: 20,425 shares; 2025Q3: 20,425 shares; 2025Q4: 20,425 shares 20,425 $900K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,145 shares; 2024Q4: 6,803 shares; 2025Q1: 5,884 shares; 2025Q2: 5,384 shares; 2025Q3: 6,431 shares; 2025Q4: 6,237 shares 6,237 $895K 0.01% -194 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 66 shares; 2025Q2: 132 shares; 2025Q3: 139 shares; 2025Q4: 166 shares 166 $889K 0.01% +27 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,813 shares; 2025Q3: 4,860 shares; 2025Q4: 4,945 shares 4,945 $879K 0.01% +85 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,682 shares; 2024Q4: 261,989 shares; 2025Q1: 10,810 shares; 2025Q2: 9,247 shares; 2025Q3: 9,585 shares; 2025Q4: 9,334 shares 9,334 $874K 0.01% -251 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,482 shares; 2025Q4: 3,542 shares 3,542 $859K 0.01% +1,060 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,705 shares; 2025Q1: 2,853 shares; 2025Q2: 2,925 shares; 2025Q3: 3,492 shares; 2025Q4: 4,221 shares 4,221 $857K 0.01% +729 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,899 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,107 shares 14,107 $856K 0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,131 shares; 2024Q4: 29,920 shares; 2025Q1: 29,920 shares; 2025Q2: 21,614 shares; 2025Q3: 21,614 shares; 2025Q4: 21,192 shares 21,192 $839K 0.01% -422 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 4,974 shares; 2025Q1: 4,849 shares; 2025Q2: 4,930 shares; 2025Q3: 4,971 shares; 2025Q4: 5,213 shares 5,213 $838K 0.01% +242 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 6,557 shares; 2025Q3: 8,431 shares; 2025Q4: 8,962 shares 8,962 $817K 0.01% +531 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,370 shares 7,370 $810K <0.01% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,281 shares 9,281 $808K <0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,057 shares; 2024Q4: 15,845 shares; 2025Q1: 16,894 shares; 2025Q2: 14,062 shares; 2025Q3: 13,924 shares; 2025Q4: 9,787 shares 9,787 $807K <0.01% -4,137 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 6,042 shares; 2025Q1: 6,274 shares; 2025Q2: 5,362 shares; 2025Q3: 5,460 shares; 2025Q4: 5,993 shares 5,993 $795K <0.01% +533 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 9,028 shares; 2025Q1: 9,028 shares; 2025Q2: 9,882 shares; 2025Q3: 9,968 shares; 2025Q4: 9,992 shares 9,992 $792K <0.01% +24 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,746 shares; 2025Q3: 9,984 shares; 2025Q4: 17,496 shares 17,496 $764K <0.01% +7,512 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,987 shares; 2024Q4: 11,427 shares; 2025Q1: 8,561 shares; 2025Q2: 7,655 shares; 2025Q3: 7,534 shares; 2025Q4: 7,675 shares 7,675 $761K <0.01% +141 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,376 shares; 2025Q4: 6,452 shares 6,452 $753K <0.01% +4,076 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 759 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,383 shares; 2025Q4: 2,566 shares 2,566 $745K <0.01% +1,183 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 5,301 shares; 2025Q1: 5,418 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 5,299 shares 5,299 $730K <0.01% +1,399 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,066 shares; 2025Q4: 16,172 shares 16,172 $729K <0.01% +3,106 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,233 shares; 2024Q4: 8,000 shares; 2025Q1: 8,215 shares; 2025Q2: 8,219 shares; 2025Q3: 5,831 shares; 2025Q4: 5,146 shares 5,146 $726K <0.01% -685 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 3,918 shares; 2025Q3: 5,179 shares; 2025Q4: 5,218 shares 5,218 $715K <0.01% +39 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,165 shares 45,165 $692K <0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,101 shares; 2025Q1: 1,991 shares; 2025Q2: 1,200 shares; 2025Q3: 1,890 shares; 2025Q4: 1,908 shares 1,908 $687K <0.01% +18 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,473 shares; 2024Q4: 16,375 shares; 2025Q1: 16,433 shares; 2025Q2: 16,375 shares; 2025Q3: 16,390 shares; 2025Q4: 16,375 shares 16,375 $674K <0.01% -15 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,066 shares; 2024Q4: 198,818 shares; 2025Q1: 203,206 shares; 2025Q2: 207,834 shares; 2025Q3: 3,417 shares; 2025Q4: 3,861 shares 3,861 $670K <0.01% +444 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,848 shares; 2025Q2: 3,848 shares; 2025Q3: 3,930 shares; 2025Q4: 3,930 shares 3,930 $667K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 2,049 shares; 2025Q1: 2,247 shares; 2025Q2: 2,119 shares; 2025Q3: 2,380 shares; 2025Q4: 3,334 shares 3,334 $666K <0.01% +954 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,414 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,638 shares 4,638 $656K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,848 shares; 2024Q4: 10,375 shares; 2025Q1: 9,752 shares; 2025Q2: 9,572 shares; 2025Q3: 11,152 shares; 2025Q4: 11,987 shares 11,987 $640K <0.01% +835 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,210 shares 26,210 $638K <0.01% new Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,979 shares 11,979 $637K <0.01% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,698 shares 14,698 $608K <0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,842 shares; 2025Q2: 4,660 shares; 2025Q3: 4,946 shares; 2025Q4: 6,793 shares 6,793 $608K <0.01% +1,847 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,506 shares; 2025Q1: 1,884 shares; 2025Q2: 1,301 shares; 2025Q3: 2,858 shares; 2025Q4: 2,625 shares 2,625 $607K <0.01% -233 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,587 shares; 2025Q2: 6,037 shares; 2025Q3: 9,779 shares; 2025Q4: 10,400 shares 10,400 $600K <0.01% +621 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,967 shares; 2025Q2: 13,497 shares; 2025Q3: 8,025 shares; 2025Q4: 8,025 shares 8,025 $594K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,279 shares; 2025Q2: 4,279 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $592K <0.01% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150,649 shares; 2025Q2: 225,458 shares; 2025Q3: 341,471 shares; 2025Q4: 17,644 shares 17,644 $589K <0.01% -323,827 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,742 shares; 2025Q1: 3,742 shares; 2025Q2: 3,343 shares; 2025Q3: 4,307 shares; 2025Q4: 4,413 shares 4,413 $584K <0.01% +106 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,627 shares; 2025Q1: 4,123 shares; 2025Q2: 3,719 shares; 2025Q3: 3,720 shares; 2025Q4: 3,532 shares 3,532 $574K <0.01% -188 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,240 shares; 2024Q4: 31,054 shares; 2025Q1: 32,032 shares; 2025Q2: 29,799 shares; 2025Q3: 27,280 shares; 2025Q4: 22,881 shares 22,881 $570K <0.01% -4,399 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,206 shares 1,206 $536K <0.01% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,763 shares; 2024Q4: 13,399 shares; 2025Q1: 4,849 shares; 2025Q2: 3,853 shares; 2025Q3: 3,853 shares; 2025Q4: 5,604 shares 5,604 $518K <0.01% +1,751 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 2,433 shares; 2025Q4: 3,194 shares 3,194 $515K <0.01% +761 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,941 shares; 2025Q1: 1,444 shares; 2025Q2: not reported; 2025Q3: 1,504 shares; 2025Q4: 3,301 shares 3,301 $509K <0.01% +1,797 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 4,310 shares; 2025Q1: 3,410 shares; 2025Q2: 3,534 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares 3,605 $509K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,494 shares; 2025Q1: 1,503 shares; 2025Q2: 1,510 shares; 2025Q3: 1,571 shares; 2025Q4: 1,566 shares 1,566 $507K <0.01% -5 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,648 shares 14,648 $491K <0.01% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,819 shares; 2025Q1: 4,266 shares; 2025Q2: 3,553 shares; 2025Q3: 3,553 shares; 2025Q4: 8,466 shares 8,466 $490K <0.01% +4,913 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,603 shares; 2024Q4: 12,433 shares; 2025Q1: 11,995 shares; 2025Q2: 3,508 shares; 2025Q3: 3,642 shares; 2025Q4: 3,851 shares 3,851 $482K <0.01% +209 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares; 2025Q4: 2,832 shares 2,832 $480K <0.01% +618 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 515 shares; 2025Q1: 537 shares; 2025Q2: 496 shares; 2025Q3: 514 shares; 2025Q4: 3,120 shares 3,120 $478K <0.01% +2,606 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 4,919 shares; 2025Q1: 4,919 shares; 2025Q2: 4,919 shares; 2025Q3: 4,919 shares; 2025Q4: 5,131 shares 5,131 $474K <0.01% +212 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares; 2025Q4: 2,799 shares 2,799 $470K <0.01% -880 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,333 shares; 2025Q1: 2,325 shares; 2025Q2: 2,331 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares 1,589 $459K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,296 shares 3,296 $459K <0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,970 shares; 2024Q4: 29,369 shares; 2025Q1: 38,029 shares; 2025Q2: 2,855 shares; 2025Q3: 2,884 shares; 2025Q4: 3,426 shares 3,426 $457K <0.01% +542 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,421 shares; 2025Q2: 2,991 shares; 2025Q3: 3,017 shares; 2025Q4: 3,904 shares 3,904 $453K <0.01% +887 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,891 shares; 2025Q1: 5,592 shares; 2025Q2: not reported; 2025Q3: 8,904 shares; 2025Q4: 9,935 shares 9,935 $441K <0.01% +1,031 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 6,451 shares; 2025Q1: 6,051 shares; 2025Q2: 6,044 shares; 2025Q3: 8,534 shares; 2025Q4: 6,860 shares 6,860 $437K <0.01% -1,674 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,603 shares; 2024Q4: 1,263 shares; 2025Q1: 1,008 shares; 2025Q2: 921 shares; 2025Q3: 1,103 shares; 2025Q4: 1,327 shares 1,327 $434K <0.01% +224 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,038 shares; 2025Q4: 15,603 shares 15,603 $429K <0.01% +565 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,846 shares; 2025Q1: 9,824 shares; 2025Q2: 7,064 shares; 2025Q3: 7,064 shares; 2025Q4: 6,174 shares 6,174 $429K <0.01% -890 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,066 shares 10,066 $428K <0.01% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,005 shares 7,005 $426K <0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,530 shares; 2025Q1: 2,262 shares; 2025Q2: 1,831 shares; 2025Q3: 2,171 shares; 2025Q4: 2,312 shares 2,312 $426K <0.01% +141 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 2,203 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,777 shares; 2025Q4: 1,837 shares 1,837 $423K <0.01% +60 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 3,017 shares; 2025Q1: 3,037 shares; 2025Q2: 3,051 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares 3,070 $419K <0.01% 0 Timeline BSCS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,228 shares 20,228 $417K <0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,731 shares; 2025Q3: 3,012 shares; 2025Q4: 4,124 shares 4,124 $412K <0.01% +1,112 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,307 shares 1,307 $411K <0.01% +7 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,367 shares 10,367 $409K <0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,854 shares; 2024Q4: 134,941 shares; 2025Q1: 87,521 shares; 2025Q2: 821 shares; 2025Q3: 1,205 shares; 2025Q4: 1,179 shares 1,179 $406K <0.01% -26 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,460 shares; 2025Q2: 3,573 shares; 2025Q3: 3,573 shares; 2025Q4: 3,573 shares 3,573 $406K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 595 shares 595 $401K <0.01% +67 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,401 shares; 2025Q1: 1,778 shares; 2025Q2: 1,601 shares; 2025Q3: 1,866 shares; 2025Q4: 2,006 shares 2,006 $398K <0.01% +140 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,702 shares 5,702 $392K <0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,047 shares; 2025Q1: 1,046 shares; 2025Q2: 1,341 shares; 2025Q3: 1,818 shares; 2025Q4: 1,755 shares 1,755 $392K <0.01% -63 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,156 shares 12,156 $390K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,583 shares; 2025Q4: 2,848 shares 2,848 $385K <0.01% +265 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 1,558 shares 1,558 $378K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,672 shares; 2025Q1: 3,798 shares; 2025Q2: 4,450 shares; 2025Q3: 4,622 shares; 2025Q4: 3,361 shares 3,361 $377K <0.01% -1,261 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,783 shares; 2024Q4: 122,953 shares; 2025Q1: 86,699 shares; 2025Q2: 87,908 shares; 2025Q3: 89,088 shares; 2025Q4: 710 shares 710 $371K <0.01% -88,378 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,045 shares 3,045 $369K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,056 shares 3,056 $366K <0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,032 shares; 2025Q4: 2,267 shares 2,267 $365K <0.01% +235 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,905 shares 4,905 $361K <0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares; 2025Q4: 3,895 shares 3,895 $360K <0.01% +1,121 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 8,082 shares; 2025Q1: 8,082 shares; 2025Q2: 8,082 shares; 2025Q3: 5,269 shares; 2025Q4: 5,365 shares 5,365 $360K <0.01% +96 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,613 shares; 2025Q4: 1,821 shares 1,821 $359K <0.01% +208 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 771 shares; 2025Q2: 1,000 shares; 2025Q3: 1,269 shares; 2025Q4: 903 shares 903 $358K <0.01% -366 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 639 shares; 2025Q1: 792 shares; 2025Q2: 741 shares; 2025Q3: 882 shares; 2025Q4: 721 shares 721 $354K <0.01% -161 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,971 shares; 2024Q4: 19,819 shares; 2025Q1: 1,289 shares; 2025Q2: 1,296 shares; 2025Q3: 1,499 shares; 2025Q4: 2,164 shares 2,164 $350K <0.01% +665 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,318 shares; 2025Q4: 6,805 shares 6,805 $346K <0.01% +487 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,034 shares; 2025Q4: 2,664 shares 2,664 $344K <0.01% +630 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 824 shares; 2025Q4: 875 shares 875 $340K <0.01% +51 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,048 shares; 2025Q4: 6,960 shares 6,960 $340K <0.01% +912 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,016 shares 11,016 $336K <0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,096 shares 1,096 $331K <0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 3,247 shares; 2025Q1: 2,565 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 3,172 shares 3,172 $330K <0.01% +517 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,132 shares; 2025Q1: 2,427 shares; 2025Q2: 1,857 shares; 2025Q3: 1,876 shares; 2025Q4: 2,006 shares 2,006 $328K <0.01% +130 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,958 shares 2,958 $324K <0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,885 shares; 2025Q1: 1,653 shares; 2025Q2: not reported; 2025Q3: 1,634 shares; 2025Q4: 2,285 shares 2,285 $322K <0.01% +651 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 829 shares; 2025Q4: 1,227 shares 1,227 $322K <0.01% +398 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 636 shares; 2025Q1: 665 shares; 2025Q2: 653 shares; 2025Q3: 708 shares; 2025Q4: 840 shares 840 $322K <0.01% +132 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares 242 $322K <0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,702 shares 4,702 $320K <0.01% new Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 4,026 shares; 2025Q1: 4,026 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares 2,770 $317K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,107 shares; 2025Q2: 1,122 shares; 2025Q3: 1,121 shares; 2025Q4: 1,273 shares 1,273 $314K <0.01% +152 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,670 shares 7,670 $313K <0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,775 shares; 2025Q2: 2,810 shares; 2025Q3: 3,590 shares; 2025Q4: 3,827 shares 3,827 $307K <0.01% +237 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares 1,352 $304K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,271 shares; 2024Q4: 8,442 shares; 2025Q1: 4,946 shares; 2025Q2: 4,929 shares; 2025Q3: 4,926 shares; 2025Q4: 4,765 shares 4,765 $304K <0.01% -161 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 747 shares; 2025Q3: 1,233 shares; 2025Q4: 1,231 shares 1,231 $299K <0.01% -2 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,006 shares; 2025Q1: 1,850 shares; 2025Q2: 1,899 shares; 2025Q3: 1,916 shares; 2025Q4: 2,355 shares 2,355 $296K <0.01% +439 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,013 shares; 2024Q4: 13,090 shares; 2025Q1: 727 shares; 2025Q2: 741 shares; 2025Q3: 714 shares; 2025Q4: 844 shares 844 $296K <0.01% +130 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,377 shares 2,377 $295K <0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,791 shares; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares 2,791 $293K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,586 shares; 2025Q1: 1,690 shares; 2025Q2: 1,482 shares; 2025Q3: 1,551 shares; 2025Q4: 1,384 shares 1,384 $293K <0.01% -167 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,733 shares; 2025Q1: 2,526 shares; 2025Q2: not reported; 2025Q3: 3,572 shares; 2025Q4: 3,430 shares 3,430 $289K <0.01% -142 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $288K <0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,133 shares 7,133 $287K <0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares 1,545 $286K <0.01% 0 Timeline BSCT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,116 shares 15,116 $285K <0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,012 shares 1,012 $283K <0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 1,717 shares; 2025Q1: 1,616 shares; 2025Q2: 1,504 shares; 2025Q3: 1,759 shares; 2025Q4: 1,649 shares 1,649 $282K <0.01% -110 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 1,321 shares 1,321 $280K <0.01% +297 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,891 shares; 2025Q2: not reported; 2025Q3: 3,685 shares; 2025Q4: 4,432 shares 4,432 $277K <0.01% +747 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares 4,289 $274K <0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 1,148 shares; 2025Q3: not reported; 2025Q4: 1,391 shares 1,391 $272K <0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,213 shares; 2024Q4: 155,337 shares; 2025Q1: 153,209 shares; 2025Q2: 155,303 shares; 2025Q3: 157,699 shares; 2025Q4: 1,026 shares 1,026 $266K <0.01% -156,673 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,279 shares; 2025Q2: 1,180 shares; 2025Q3: 1,193 shares; 2025Q4: 1,258 shares 1,258 $262K <0.01% +65 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,756 shares 3,756 $262K <0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,016 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,422 shares 9,422 $258K <0.01% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 5,966 shares; 2025Q1: 4,540 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares 3,483 $258K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,318 shares; 2025Q4: 1,690 shares 1,690 $256K <0.01% +372 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,227 shares; 2024Q4: 766,261 shares; 2025Q1: 624,148 shares; 2025Q2: 635,510 shares; 2025Q3: 645,042 shares; 2025Q4: 2,155 shares 2,155 $253K <0.01% -642,887 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares 371 $251K <0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 1,567 shares 1,567 $251K <0.01% +262 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 917 shares 917 $250K <0.01% +21 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 287,510 shares; 2025Q3: 953 shares; 2025Q4: 994 shares 994 $249K <0.01% +41 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,191 shares 3,191 $249K <0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 266 shares 266 $248K <0.01% +13 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares 1,842 $247K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835,704 shares; 2024Q4: 838,991 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,032 shares 3,032 $247K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,564 shares; 2025Q1: 16,944 shares; 2025Q2: 34,507 shares; 2025Q3: 33,738 shares; 2025Q4: 1,930 shares 1,930 $246K <0.01% -31,808 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,275 shares; 2025Q4: 12,275 shares 12,275 $245K <0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,288 shares; 2024Q4: 189,341 shares; 2025Q1: 94,364 shares; 2025Q2: 95,256 shares; 2025Q3: not reported; 2025Q4: 502 shares 502 $245K <0.01% new Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,164 shares 5,164 $245K <0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares 520 $244K <0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958,569 shares; 2024Q4: 903,134 shares; 2025Q1: 923,594 shares; 2025Q2: 8,957 shares; 2025Q3: 8,561 shares; 2025Q4: 8,127 shares 8,127 $243K <0.01% -434 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,755 shares; 2025Q4: 2,061 shares 2,061 $243K <0.01% +306 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,356 shares; 2025Q1: 1,848 shares; 2025Q2: 129,024 shares; 2025Q3: 180,809 shares; 2025Q4: 1,244 shares 1,244 $242K <0.01% -179,565 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,554 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,016 shares 5,016 $242K <0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 540 shares; 2025Q1: 493 shares; 2025Q2: 481 shares; 2025Q3: 572 shares; 2025Q4: 530 shares 530 $240K <0.01% -42 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,372 shares; 2025Q1: 1,445 shares; 2025Q2: 1,228 shares; 2025Q3: 1,228 shares; 2025Q4: 1,106 shares 1,106 $240K <0.01% -122 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,925 shares 2,925 $237K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 1,135 shares 1,135 $237K <0.01% +13 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 635 shares 635 $237K <0.01% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,208 shares; 2025Q4: 4,416 shares 4,416 $233K <0.01% +2,208 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,817 shares 3,817 $228K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,109 shares 1,109 $227K <0.01% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,477 shares; 2025Q1: 4,520 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,066 shares 2,066 $221K <0.01% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,915 shares 2,915 $221K <0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares 1,475 $220K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,762 shares 4,762 $219K <0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 790 shares 790 $218K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,592 shares; 2024Q4: 160,048 shares; 2025Q1: 164,641 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares 645 $217K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 5,947 shares; 2025Q1: 6,214 shares; 2025Q2: 6,373 shares; 2025Q3: 6,811 shares; 2025Q4: 4,030 shares 4,030 $217K <0.01% -2,781 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 938 shares; 2025Q2: 940 shares; 2025Q3: 971 shares; 2025Q4: 1,001 shares 1,001 $212K <0.01% +30 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,135 shares 1,135 $211K <0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,594 shares 3,594 $210K <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: not reported; 2025Q1: 364 shares; 2025Q2: 434 shares; 2025Q3: 435 shares; 2025Q4: 471 shares 471 $210K <0.01% +36 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,686 shares 4,686 $210K <0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,898 shares 1,898 $208K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,789 shares 1,789 $206K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,782 shares; 2025Q4: 5,040 shares 5,040 $202K <0.01% +258 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,850 shares; 2024Q4: 10,850 shares; 2025Q1: 5,675 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,675 shares 5,675 $202K <0.01% new Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,755 shares 5,755 $200K <0.01% new Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $187K <0.01% new Timeline DENN DENNY'S CORP More: the full row for DENNY'S CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,692 shares; 2024Q4: 22,692 shares; 2025Q1: 22,692 shares; 2025Q2: 22,692 shares; 2025Q3: 22,692 shares; 2025Q4: 22,692 shares 22,692 $141K <0.01% 0 Timeline