POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,344,150 shares; 2024Q4: 3,259,185 shares; 2025Q1: 3,364,510 shares; 2025Q2: 3,043,770 shares; 2025Q3: 2,903,860 shares; 2025Q4: 2,868,367 shares 2,868,367 $284M 6.58% -35,493 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775,252 shares; 2024Q4: 1,572,189 shares; 2025Q1: 1,585,324 shares; 2025Q2: 1,435,354 shares; 2025Q3: 1,232,333 shares; 2025Q4: 904,119 shares 904,119 $261M 6.03% -328,214 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,414,296 shares; 2024Q4: 70,733,831 shares; 2025Q1: 74,527,914 shares; 2025Q2: 70,030,431 shares; 2025Q3: 66,708,438 shares; 2025Q4: 64,972,134 shares 64,972,134 $217M 5.02% -1,736,304 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672,430 shares; 2024Q4: 8,145,825 shares; 2025Q1: 9,591,950 shares; 2025Q2: 13,982,090 shares; 2025Q3: 15,020,325 shares; 2025Q4: 15,105,065 shares 15,105,065 $173M 4.01% +84,740 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629,717 shares; 2024Q4: 4,519,677 shares; 2025Q1: 4,553,212 shares; 2025Q2: 3,601,775 shares; 2025Q3: 3,363,760 shares; 2025Q4: 3,351,415 shares 3,351,415 $156M 3.62% -12,345 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071,852 shares; 2024Q4: 2,012,707 shares; 2025Q1: 1,662,009 shares; 2025Q2: 1,416,507 shares; 2025Q3: 1,083,588 shares; 2025Q4: 884,531 shares 884,531 $142M 3.29% -199,057 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,583,845 shares; 2024Q4: 3,666,227 shares; 2025Q1: 3,399,920 shares; 2025Q2: 2,708,185 shares; 2025Q3: 1,895,545 shares; 2025Q4: 1,763,116 shares 1,763,116 $133M 3.07% -132,429 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,072,850 shares; 2024Q4: 5,318,610 shares; 2025Q1: 4,508,270 shares; 2025Q2: 3,064,520 shares; 2025Q3: 2,860,060 shares; 2025Q4: 2,805,035 shares 2,805,035 $120M 2.79% -55,025 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 678,250 shares; 2025Q1: 688,560 shares; 2025Q2: 692,764 shares; 2025Q3: 649,172 shares; 2025Q4: 788,809 shares 788,809 $117M 2.71% +139,637 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,494,650 shares; 2025Q1: 2,514,295 shares; 2025Q2: 2,612,257 shares; 2025Q3: 3,577,695 shares; 2025Q4: 3,760,070 shares 3,760,070 $114M 2.63% +182,375 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397,805 shares; 2024Q4: 1,744,225 shares; 2025Q1: 1,751,570 shares; 2025Q2: 1,587,820 shares; 2025Q3: 1,499,600 shares; 2025Q4: 1,477,665 shares 1,477,665 $112M 2.59% -21,935 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,068,230 shares; 2025Q2: 8,414,540 shares; 2025Q3: 8,098,565 shares; 2025Q4: 13,790,515 shares 13,790,515 $110M 2.54% +5,691,950 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977,030 shares; 2024Q4: 872,283 shares; 2025Q1: 674,227 shares; 2025Q2: 598,782 shares; 2025Q3: 498,633 shares; 2025Q4: 301,484 shares 301,484 $108M 2.49% -197,149 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107,929 shares; 2024Q4: 3,072,704 shares; 2025Q1: 3,721,559 shares; 2025Q2: 3,406,959 shares; 2025Q3: 2,515,657 shares; 2025Q4: 2,408,447 shares 2,408,447 $101M 2.34% -107,210 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,868 shares; 2024Q4: 510,500 shares; 2025Q1: 510,565 shares; 2025Q2: 471,771 shares; 2025Q3: 449,763 shares; 2025Q4: 303,260 shares 303,260 $99.7M 2.31% -146,503 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347,300 shares; 2024Q4: 4,288,075 shares; 2025Q1: 4,686,747 shares; 2025Q2: 4,703,330 shares; 2025Q3: 4,317,255 shares; 2025Q4: 4,211,735 shares 4,211,735 $91.4M 2.12% -105,520 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775,177 shares; 2024Q4: 4,077,205 shares; 2025Q1: 4,205,935 shares; 2025Q2: 4,789,400 shares; 2025Q3: 3,855,055 shares; 2025Q4: 4,227,520 shares 4,227,520 $84.1M 1.95% +372,465 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,008 shares; 2024Q4: 342,598 shares; 2025Q1: 342,482 shares; 2025Q2: 340,240 shares; 2025Q3: 340,260 shares; 2025Q4: 278,773 shares 278,773 $80.5M 1.86% -61,487 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,283,331 shares; 2024Q4: 3,048,882 shares; 2025Q1: 3,053,500 shares; 2025Q2: 1,892,495 shares; 2025Q3: 2,207,824 shares; 2025Q4: 2,617,945 shares 2,617,945 $80.2M 1.86% +410,121 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,866,666 shares; 2025Q1: 6,276,075 shares; 2025Q2: 14,005,725 shares; 2025Q3: 11,693,250 shares; 2025Q4: 11,328,670 shares 11,328,670 $79.2M 1.83% -364,580 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,647 shares; 2025Q1: 87,664 shares; 2025Q2: 296,743 shares; 2025Q3: 376,835 shares; 2025Q4: 366,250 shares 366,250 $71.1M 1.65% -10,585 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: 1,021,612 shares; 2024Q4: 1,017,095 shares; 2025Q1: 915,334 shares; 2025Q2: 904,319 shares; 2025Q3: 822,313 shares; 2025Q4: 676,557 shares 676,557 $67.6M 1.56% -145,756 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146,842 shares; 2024Q4: 1,493,842 shares; 2025Q1: 1,498,297 shares; 2025Q2: 1,034,827 shares; 2025Q3: 1,035,362 shares; 2025Q4: 1,025,010 shares 1,025,010 $65.6M 1.52% -10,352 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,189,205 shares; 2024Q4: 2,131,171 shares; 2025Q1: 2,141,143 shares; 2025Q2: 1,888,853 shares; 2025Q3: 1,729,470 shares; 2025Q4: 821,027 shares 821,027 $60.5M 1.4% -908,443 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 24,000 shares; 2025Q1: 24,000 shares; 2025Q2: 261,975 shares; 2025Q3: 261,975 shares; 2025Q4: 252,525 shares 252,525 $56.9M 1.32% -9,450 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,275,155 shares; 2025Q4: 3,476,460 shares 3,476,460 $56.8M 1.32% +1,201,305 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: 277,292 shares; 2024Q4: 260,091 shares; 2025Q1: 237,252 shares; 2025Q2: 232,262 shares; 2025Q3: 229,037 shares; 2025Q4: 219,639 shares 219,639 $53.2M 1.23% -9,398 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: 166,792 shares; 2024Q4: 167,810 shares; 2025Q1: 169,656 shares; 2025Q2: 165,916 shares; 2025Q3: 166,068 shares; 2025Q4: 166,047 shares 166,047 $52M 1.2% -21 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: 167,622 shares; 2024Q4: 161,912 shares; 2025Q1: 149,027 shares; 2025Q2: 146,172 shares; 2025Q3: 134,537 shares; 2025Q4: 130,830 shares 130,830 $48.4M 1.12% -3,707 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: 105,242 shares; 2024Q4: 103,118 shares; 2025Q1: 102,860 shares; 2025Q2: 100,370 shares; 2025Q3: 98,581 shares; 2025Q4: 97,699 shares 97,699 $47.2M 1.09% -882 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: 157,043 shares; 2024Q4: 157,366 shares; 2025Q1: 156,324 shares; 2025Q2: 155,692 shares; 2025Q3: 155,948 shares; 2025Q4: 165,816 shares 165,816 $45.1M 1.04% +9,868 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,515 shares; 2024Q4: 947,980 shares; 2025Q1: 950,710 shares; 2025Q2: 745,985 shares; 2025Q3: 710,070 shares; 2025Q4: 554,060 shares 554,060 $44.2M 1.02% -156,010 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,520 shares; 2024Q4: 329,620 shares; 2025Q1: 337,610 shares; 2025Q2: 566,260 shares; 2025Q3: 780,280 shares; 2025Q4: 778,830 shares 778,830 $43M 1% -1,450 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: 722,498 shares; 2024Q4: 702,707 shares; 2025Q1: 704,302 shares; 2025Q2: 688,187 shares; 2025Q3: 681,627 shares; 2025Q4: 665,273 shares 665,273 $35.5M 0.82% -16,354 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING 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: 945,940 shares; 2025Q4: 1,154,115 shares 1,154,115 $30.8M 0.71% +208,175 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: 180,955 shares; 2024Q4: 181,624 shares; 2025Q1: 196,249 shares; 2025Q2: 202,121 shares; 2025Q3: 205,405 shares; 2025Q4: 204,170 shares 204,170 $29.3M 0.68% -1,235 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,000 shares; 2024Q4: 210,000 shares; 2025Q1: 210,000 shares; 2025Q2: 210,000 shares; 2025Q3: 210,000 shares; 2025Q4: 210,480 shares 210,480 $29.2M 0.68% +480 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 188,753 shares; 2025Q3: 566,405 shares; 2025Q4: 559,215 shares 559,215 $28.5M 0.66% -7,190 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,975 shares; 2025Q3: 147,159 shares; 2025Q4: 111,867 shares 111,867 $28.2M 0.65% -35,292 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: 238,974 shares; 2024Q4: 238,233 shares; 2025Q1: 240,572 shares; 2025Q2: 245,123 shares; 2025Q3: 244,938 shares; 2025Q4: 243,156 shares 243,156 $27.7M 0.64% -1,782 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162,320 shares; 2025Q3: 162,320 shares; 2025Q4: 405,620 shares 405,620 $27.3M 0.63% +243,300 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,000 shares; 2024Q4: 63,000 shares; 2025Q1: 63,000 shares; 2025Q2: 63,000 shares; 2025Q3: 63,000 shares; 2025Q4: 402,720 shares 402,720 $26.8M 0.62% +339,720 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 89,415 shares; 2025Q2: 106,499 shares; 2025Q3: 109,734 shares; 2025Q4: 196,795 shares 196,795 $26.7M 0.62% +87,061 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195,775 shares; 2025Q3: 188,175 shares; 2025Q4: 185,865 shares 185,865 $26.7M 0.62% -2,310 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: 123,157 shares; 2024Q4: 121,313 shares; 2025Q1: 124,377 shares; 2025Q2: 121,857 shares; 2025Q3: 124,610 shares; 2025Q4: 128,913 shares 128,913 $26.7M 0.62% +4,303 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: 41,799 shares; 2024Q4: 42,027 shares; 2025Q1: 42,493 shares; 2025Q2: 41,253 shares; 2025Q3: 41,043 shares; 2025Q4: 41,204 shares 41,204 $23.5M 0.54% +161 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: 207,223 shares; 2024Q4: 207,401 shares; 2025Q1: 209,010 shares; 2025Q2: 204,137 shares; 2025Q3: 200,704 shares; 2025Q4: 197,896 shares 197,896 $22.2M 0.51% -2,808 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,790 shares; 2025Q2: 112,365 shares; 2025Q3: 141,215 shares; 2025Q4: 140,940 shares 140,940 $22M 0.51% -275 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: 204,094 shares; 2024Q4: 209,886 shares; 2025Q1: 290,299 shares; 2025Q2: 230,922 shares; 2025Q3: 211,940 shares; 2025Q4: 211,592 shares 211,592 $21M 0.49% -348 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: 55,441 shares; 2024Q4: 55,232 shares; 2025Q1: 54,982 shares; 2025Q2: 54,982 shares; 2025Q3: 54,982 shares; 2025Q4: 171,226 shares 171,226 $20.6M 0.48% +116,244 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,158 shares; 2024Q4: 272,778 shares; 2025Q1: 273,688 shares; 2025Q2: 217,197 shares; 2025Q3: 216,584 shares; 2025Q4: 213,859 shares 213,859 $20.5M 0.48% -2,725 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: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 33,477 shares; 2025Q3: 33,218 shares; 2025Q4: 33,414 shares 33,414 $19.4M 0.45% +196 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 78,999 shares; 2025Q3: 78,964 shares; 2025Q4: 80,980 shares 80,980 $18.5M 0.43% +2,016 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: 122,258 shares; 2024Q4: 121,774 shares; 2025Q1: 124,126 shares; 2025Q2: 121,174 shares; 2025Q3: 121,639 shares; 2025Q4: 125,198 shares 125,198 $17.9M 0.42% +3,559 Timeline IEX IDEX CORP More: the full row for IDEX 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: 100,035 shares; 2025Q3: 100,035 shares; 2025Q4: 99,835 shares 99,835 $17.8M 0.41% -200 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,448 shares; 2024Q4: 243,363 shares; 2025Q1: 253,176 shares; 2025Q2: 147,783 shares; 2025Q3: 139,363 shares; 2025Q4: 194,262 shares 194,262 $17.8M 0.41% +54,899 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: 68,762 shares; 2024Q4: 70,874 shares; 2025Q1: 73,392 shares; 2025Q2: 70,552 shares; 2025Q3: 71,687 shares; 2025Q4: 78,129 shares 78,129 $17.2M 0.4% +6,442 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,749,074 shares; 2024Q4: 4,706,175 shares; 2025Q1: 4,715,425 shares; 2025Q2: 4,717,650 shares; 2025Q3: 2,826,825 shares; 2025Q4: 514,700 shares 514,700 $14.8M 0.34% -2,312,125 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: 676,042 shares; 2024Q4: 678,694 shares; 2025Q1: 998,549 shares; 2025Q2: 975,594 shares; 2025Q3: 933,319 shares; 2025Q4: 495,020 shares 495,020 $14.8M 0.34% -438,299 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 370,090 shares 370,090 $14.5M 0.34% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,802 shares; 2024Q4: 592,517 shares; 2025Q1: 601,847 shares; 2025Q2: 589,262 shares; 2025Q3: 561,375 shares; 2025Q4: 505,970 shares 505,970 $14.2M 0.33% -55,405 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: 12,674 shares; 2024Q4: 13,694 shares; 2025Q1: 13,622 shares; 2025Q2: 12,623 shares; 2025Q3: 43,937 shares; 2025Q4: 60,771 shares 60,771 $14M 0.32% +16,834 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,509 shares; 2025Q4: 474,710 shares 474,710 $12.9M 0.3% +258,201 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,405 shares; 2025Q1: 96,668 shares; 2025Q2: 95,197 shares; 2025Q3: 157,698 shares; 2025Q4: 144,554 shares 144,554 $12.6M 0.29% -13,144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,540 shares; 2025Q4: 274,126 shares 274,126 $12.4M 0.29% +164,586 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: 75,325 shares; 2024Q4: 75,325 shares; 2025Q1: 75,325 shares; 2025Q2: 75,325 shares; 2025Q3: 75,325 shares; 2025Q4: 75,325 shares 75,325 $11.6M 0.27% 0 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 85,925 shares; 2025Q4: 388,130 shares 388,130 $11M 0.25% +302,205 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: 16,221 shares; 2024Q4: 16,371 shares; 2025Q1: 16,251 shares; 2025Q2: 16,221 shares; 2025Q3: 16,391 shares; 2025Q4: 16,416 shares 16,416 $10.8M 0.25% +25 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,369 shares 144,369 $10M 0.23% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,857 shares 33,857 $9.18M 0.21% 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: 2,696 shares; 2024Q4: 2,221 shares; 2025Q1: 2,296 shares; 2025Q2: 2,646 shares; 2025Q3: 2,688 shares; 2025Q4: 17,531 shares 17,531 $8.81M 0.2% +14,843 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $8.79M 0.2% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares; 2025Q4: 8,050 shares 8,050 $8.65M 0.2% -2,000 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,000 shares; 2024Q4: 120,000 shares; 2025Q1: 120,000 shares; 2025Q2: 120,000 shares; 2025Q3: 120,000 shares; 2025Q4: 120,000 shares 120,000 $8.61M 0.2% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,714 shares; 2025Q4: 35,565 shares 35,565 $7.64M 0.18% -2,149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,197 shares 19,197 $7.47M 0.17% new 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: 6,106 shares; 2024Q4: 6,111 shares; 2025Q1: 6,110 shares; 2025Q2: 6,104 shares; 2025Q3: 6,120 shares; 2025Q4: 11,874 shares 11,874 $7.45M 0.17% +5,754 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,266 shares 17,266 $7.36M 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,991 shares 20,991 $7.35M 0.17% new 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: 3,397 shares; 2024Q4: 3,346 shares; 2025Q1: 4,140 shares; 2025Q2: 4,325 shares; 2025Q3: 5,725 shares; 2025Q4: 10,628 shares 10,628 $7.25M 0.17% +4,903 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: 204,600 shares; 2024Q4: 204,600 shares; 2025Q1: 201,400 shares; 2025Q2: 201,400 shares; 2025Q3: 204,600 shares; 2025Q4: 205,800 shares 205,800 $6.6M 0.15% +1,200 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: 79,650 shares; 2024Q4: 77,700 shares; 2025Q1: 77,700 shares; 2025Q2: 77,700 shares; 2025Q3: 77,700 shares; 2025Q4: 76,700 shares 76,700 $5.91M 0.14% -1,000 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: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 6,797 shares; 2025Q2: 6,797 shares; 2025Q3: 7,015 shares; 2025Q4: 13,062 shares 13,062 $4.49M 0.1% +6,047 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: 6,555 shares; 2024Q4: 6,055 shares; 2025Q1: 6,055 shares; 2025Q2: 6,019 shares; 2025Q3: 6,050 shares; 2025Q4: 6,145 shares 6,145 $4.21M 0.1% +95 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: 25,900 shares; 2024Q4: 25,900 shares; 2025Q1: 25,900 shares; 2025Q2: 25,900 shares; 2025Q3: 25,900 shares; 2025Q4: 25,900 shares 25,900 $4.15M 0.1% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368,958 shares; 2024Q4: 1,365,583 shares; 2025Q1: 1,370,403 shares; 2025Q2: 1,337,353 shares; 2025Q3: 1,331,653 shares; 2025Q4: 198,340 shares 198,340 $3.42M 0.08% -1,133,313 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,100 shares 20,100 $3.28M 0.08% +100 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: 4,312 shares; 2024Q4: 3,699 shares; 2025Q1: 3,527 shares; 2025Q2: 3,785 shares; 2025Q3: 3,675 shares; 2025Q4: 3,665 shares 3,665 $3.16M 0.07% -10 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: 54,700 shares; 2024Q4: 54,700 shares; 2025Q1: 54,700 shares; 2025Q2: 54,000 shares; 2025Q3: 54,000 shares; 2025Q4: 54,000 shares 54,000 $2.97M 0.07% 0 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: 13,024 shares; 2024Q4: 13,024 shares; 2025Q1: 13,024 shares; 2025Q2: 18,474 shares; 2025Q3: 18,474 shares; 2025Q4: 18,794 shares 18,794 $2.86M 0.07% +320 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: 10,475 shares; 2024Q4: 10,720 shares; 2025Q1: 10,775 shares; 2025Q2: 10,320 shares; 2025Q3: 9,440 shares; 2025Q4: 8,995 shares 8,995 $2.82M 0.07% -445 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: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $2.62M 0.06% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,000 shares; 2024Q4: 46,000 shares; 2025Q1: 46,000 shares; 2025Q2: 46,000 shares; 2025Q3: 46,000 shares; 2025Q4: 46,815 shares 46,815 $2.53M 0.06% +815 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,840 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 115,000 shares; 2025Q3: 150,000 shares; 2025Q4: 152,300 shares 152,300 $2.51M 0.06% +2,300 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: 20,210 shares; 2024Q4: 20,230 shares; 2025Q1: 20,210 shares; 2025Q2: 20,210 shares; 2025Q3: 20,210 shares; 2025Q4: 20,210 shares 20,210 $2.37M 0.05% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 81,775 shares 81,775 $2.3M 0.05% +21,775 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: 15,929 shares; 2024Q4: 18,107 shares; 2025Q1: 18,107 shares; 2025Q2: 20,250 shares; 2025Q3: 20,250 shares; 2025Q4: 21,725 shares 21,725 $2.29M 0.05% +1,475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares 5,100 $2.27M 0.05% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.05% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,915 shares; 2024Q4: 30,915 shares; 2025Q1: 30,915 shares; 2025Q2: 30,915 shares; 2025Q3: 30,915 shares; 2025Q4: 30,915 shares 30,915 $2.16M 0.05% 0 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: not reported; 2024Q4: 7,205 shares; 2025Q1: 7,050 shares; 2025Q2: 7,050 shares; 2025Q3: 7,205 shares; 2025Q4: 7,100 shares 7,100 $2.1M 0.05% -105 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: 57,777 shares; 2024Q4: 56,688 shares; 2025Q1: 66,688 shares; 2025Q2: 81,688 shares; 2025Q3: 81,716 shares; 2025Q4: 84,036 shares 84,036 $2.09M 0.05% +2,320 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: 4,048 shares; 2024Q4: 4,048 shares; 2025Q1: 4,364 shares; 2025Q2: 4,351 shares; 2025Q3: 4,234 shares; 2025Q4: 4,234 shares 4,234 $2M 0.05% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,390 shares; 2024Q4: 193,049 shares; 2025Q1: 195,744 shares; 2025Q2: 194,684 shares; 2025Q3: 55,110 shares; 2025Q4: 23,015 shares 23,015 $1.99M 0.05% -32,095 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $1.77M 0.04% 0 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: 39,500 shares; 2024Q4: 39,500 shares; 2025Q1: 39,500 shares; 2025Q2: 39,500 shares; 2025Q3: 39,500 shares; 2025Q4: 39,500 shares 39,500 $1.75M 0.04% 0 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: 5,916 shares; 2024Q4: 5,504 shares; 2025Q1: 5,400 shares; 2025Q2: 5,650 shares; 2025Q3: 5,754 shares; 2025Q4: 5,729 shares 5,729 $1.75M 0.04% -25 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,580 shares 25,580 $1.72M 0.04% +580 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,860 shares 20,860 $1.7M 0.04% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $1.69M 0.04% 0 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: 6,640 shares; 2024Q4: 8,090 shares; 2025Q1: 6,932 shares; 2025Q2: 6,795 shares; 2025Q3: 7,257 shares; 2025Q4: 8,707 shares 8,707 $1.62M 0.04% +1,450 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,075 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,225 shares; 2025Q4: 3,365 shares 3,365 $1.51M 0.04% +140 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,772 shares; 2024Q4: 3,622 shares; 2025Q1: 3,572 shares; 2025Q2: 4,072 shares; 2025Q3: 4,272 shares; 2025Q4: 4,272 shares 4,272 $1.5M 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,482 shares; 2025Q1: 2,482 shares; 2025Q2: 2,482 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares 2,482 $1.41M 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,175 shares 4,175 $1.35M 0.03% new 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: 3,744 shares; 2024Q4: 3,752 shares; 2025Q1: 3,628 shares; 2025Q2: 3,763 shares; 2025Q3: 3,789 shares; 2025Q4: 3,781 shares 3,781 $1.33M 0.03% -8 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: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 14,475 shares; 2025Q3: 14,475 shares; 2025Q4: 14,475 shares 14,475 $1.32M 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $1.3M 0.03% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,696 shares; 2024Q4: 34,696 shares; 2025Q1: 31,113 shares; 2025Q2: 31,113 shares; 2025Q3: 34,696 shares; 2025Q4: 34,696 shares 34,696 $1.3M 0.03% 0 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: 6,143 shares; 2024Q4: 6,222 shares; 2025Q1: 6,290 shares; 2025Q2: 6,222 shares; 2025Q3: 6,296 shares; 2025Q4: 6,296 shares 6,296 $1.23M 0.03% 0 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: 5,211 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares 5,200 $902K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 6,042 shares; 2025Q1: 5,942 shares; 2025Q2: 6,842 shares; 2025Q3: 6,842 shares; 2025Q4: 6,842 shares 6,842 $857K 0.02% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 6,954 shares; 2025Q1: 6,954 shares; 2025Q2: 6,954 shares; 2025Q3: 6,954 shares; 2025Q4: 6,954 shares 6,954 $790K 0.02% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 503 shares; 2025Q2: 549 shares; 2025Q3: 1,051 shares; 2025Q4: 1,238 shares 1,238 $760K 0.02% +187 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: 11,125 shares; 2024Q4: 11,125 shares; 2025Q1: 11,125 shares; 2025Q2: 11,125 shares; 2025Q3: 11,125 shares; 2025Q4: 11,125 shares 11,125 $734K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares 2,950 $726K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,523 shares 11,523 $720K 0.02% new 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: 4,475 shares; 2024Q4: 2,750 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares 2,650 $711K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 3,045 shares; 2025Q1: 2,845 shares; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares 2,845 $701K 0.02% 0 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: 1,966 shares; 2024Q4: 1,773 shares; 2025Q1: 2,138 shares; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares 2,145 $691K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares 12,250 $670K 0.02% 0 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $620K 0.01% 0 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: 3,350 shares; 2024Q4: 3,100 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $617K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,302 shares; 2025Q1: 5,992 shares; 2025Q2: 5,992 shares; 2025Q3: 6,302 shares; 2025Q4: 6,302 shares 6,302 $605K 0.01% 0 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: 2,910 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares 2,260 $581K 0.01% 0 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: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 4,829 shares; 2025Q2: 4,829 shares; 2025Q3: 4,829 shares; 2025Q4: 4,829 shares 4,829 $566K 0.01% 0 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: 6,086 shares; 2024Q4: 6,086 shares; 2025Q1: 5,928 shares; 2025Q2: 5,928 shares; 2025Q3: 5,928 shares; 2025Q4: 5,928 shares 5,928 $530K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,660 shares; 2024Q4: 36,060 shares; 2025Q1: 36,060 shares; 2025Q2: 36,060 shares; 2025Q3: 36,060 shares; 2025Q4: 39,332 shares 39,332 $516K 0.01% +3,272 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,634 shares 2,634 $505K 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: 6,443 shares; 2024Q4: 19,327 shares; 2025Q1: 19,709 shares; 2025Q2: 19,691 shares; 2025Q3: 19,058 shares; 2025Q4: 17,606 shares 17,606 $483K 0.01% -1,452 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: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 2,106 shares; 2025Q2: 2,106 shares; 2025Q3: 2,706 shares; 2025Q4: 2,706 shares 2,706 $461K 0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $453K 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: 648 shares; 2024Q4: 648 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 581 shares; 2025Q4: 599 shares 599 $452K 0.01% +18 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,540 shares 1,540 $447K 0.01% new 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: 4,903 shares; 2024Q4: 4,040 shares; 2025Q1: 3,940 shares; 2025Q2: 3,940 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares 4,005 $446K 0.01% 0 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: 3,051 shares; 2024Q4: 2,551 shares; 2025Q1: 2,551 shares; 2025Q2: 2,551 shares; 2025Q3: 2,551 shares; 2025Q4: 2,551 shares 2,551 $436K 0.01% 0 Timeline USL UNITED STS 12 MONTH OIL FD L More: the full row for UNITED STS 12 MONTH OIL FD L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $416K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares 2,225 $413K 0.01% 0 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: not reported; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares 2,022 $371K 0.01% 0 Timeline MMI MARCUS & MILLICHAP INC More: the full row for MARCUS & MILLICHAP 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: 13,530 shares; 2025Q2: 13,530 shares; 2025Q3: 13,530 shares; 2025Q4: 13,530 shares 13,530 $369K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,392 shares 1,392 $359K 0.01% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares 4,700 $339K 0.01% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,615 shares; 2025Q1: 3,615 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,615 shares 3,615 $314K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,178 shares; 2025Q4: 3,178 shares 3,178 $299K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 7,315 shares 7,315 $298K 0.01% +2,515 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $292K 0.01% 0 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: 1,081 shares; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 831 shares; 2025Q4: 831 shares 831 $280K 0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $279K 0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,353 shares; 2024Q4: 37,353 shares; 2025Q1: 37,353 shares; 2025Q2: 37,353 shares; 2025Q3: 37,353 shares; 2025Q4: 12,230 shares 12,230 $273K 0.01% -25,123 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: not reported; 2024Q4: 327 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 317 shares; 2025Q4: 2,820 shares 2,820 $264K 0.01% +2,503 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,476 shares; 2025Q4: 3,476 shares 3,476 $256K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $254K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares 2,650 $247K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares 1,097 $238K 0.01% 0 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: 2,925 shares; 2025Q4: 2,925 shares 2,925 $237K 0.01% 0 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: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 351 shares 351 $233K 0.01% +5 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares 1,775 $230K 0.01% 0 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP 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: 6,491 shares 6,491 $228K 0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest 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: 3,475 shares 3,475 $228K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,963 shares 5,963 $216K 0.01% new 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: 646 shares; 2024Q4: not reported; 2025Q1: 646 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 646 shares 646 $211K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares 1,500 $207K <0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,300 shares; 2025Q1: 2,336 shares; 2025Q2: 2,100 shares; 2025Q3: not reported; 2025Q4: 2,100 shares 2,100 $205K <0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares 200 $202K <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: not reported; 2025Q4: 1,250 shares 1,250 $201K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares 350 $201K <0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 10,975 shares 10,975 $118K <0.01% new Timeline GAUZ GAUZY LTD More: the full row for GAUZY 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: 12,537 shares; 2025Q3: 12,537 shares; 2025Q4: 12,537 shares 12,537 $16.2K <0.01% 0 Timeline