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: 747,214 shares; 2024Q4: 752,248 shares; 2025Q1: 764,615 shares; 2025Q2: 743,974 shares; 2025Q3: 750,533 shares; 2025Q4: 781,814 shares 781,814 $535M 6.9% +31,281 Timeline DFAI 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: 5,786,637 shares; 2025Q3: 11,081,931 shares; 2025Q4: 11,001,558 shares 11,001,558 $419M 5.4% -80,373 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: 876,472 shares; 2024Q4: 887,406 shares; 2025Q1: 546,283 shares; 2025Q2: 515,688 shares; 2025Q3: 512,592 shares; 2025Q4: 789,112 shares 789,112 $382M 4.92% +276,520 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: 271,393 shares; 2024Q4: 285,455 shares; 2025Q1: 267,984 shares; 2025Q2: 957,799 shares; 2025Q3: 1,691,186 shares; 2025Q4: 1,729,977 shares 1,729,977 $330M 4.26% +38,791 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: 317,389 shares; 2024Q4: 307,680 shares; 2025Q1: 295,762 shares; 2025Q2: 477,680 shares; 2025Q3: 644,559 shares; 2025Q4: 625,220 shares 625,220 $305M 3.93% -19,339 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: 4,809,404 shares; 2024Q4: 5,151,152 shares; 2025Q1: 5,345,402 shares; 2025Q2: 5,394,865 shares; 2025Q3: 5,509,306 shares; 2025Q4: 5,656,741 shares 5,656,741 $234M 3.02% +147,435 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: 302,555 shares; 2024Q4: 336,579 shares; 2025Q1: 354,793 shares; 2025Q2: 354,724 shares; 2025Q3: 359,726 shares; 2025Q4: 363,127 shares 363,127 $228M 2.94% +3,401 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: 7,535 shares; 2024Q4: 7,323 shares; 2025Q1: 8,023 shares; 2025Q2: 449,529 shares; 2025Q3: 1,044,546 shares; 2025Q4: 1,076,830 shares 1,076,830 $214M 2.76% +32,284 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: 1,415,791 shares; 2024Q4: 1,897,053 shares; 2025Q1: 1,956,939 shares; 2025Q2: 1,933,956 shares; 2025Q3: 2,010,135 shares; 2025Q4: 1,983,958 shares 1,983,958 $191M 2.46% -26,177 Timeline REGL 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: 2,345,840 shares; 2024Q4: 2,441,715 shares; 2025Q1: 2,505,833 shares; 2025Q2: 2,416,257 shares; 2025Q3: 2,256,259 shares; 2025Q4: 2,100,534 shares 2,100,534 $177M 2.28% -155,725 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: 480,563 shares; 2024Q4: 490,566 shares; 2025Q1: 495,144 shares; 2025Q2: 564,657 shares; 2025Q3: 598,954 shares; 2025Q4: 636,854 shares 636,854 $173M 2.23% +37,900 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612,381 shares; 2024Q4: 1,635,007 shares; 2025Q1: 2,343,087 shares; 2025Q2: 3,302,906 shares; 2025Q3: 2,639,438 shares; 2025Q4: 2,562,638 shares 2,562,638 $160M 2.06% -76,800 Timeline DFLV 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: 1,830,037 shares; 2025Q3: 4,252,689 shares; 2025Q4: 4,440,601 shares 4,440,601 $152M 1.96% +187,912 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: 489,858 shares; 2024Q4: 485,876 shares; 2025Q1: 479,072 shares; 2025Q2: 473,129 shares; 2025Q3: 457,951 shares; 2025Q4: 452,584 shares 452,584 $142M 1.84% -5,367 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: 630,057 shares; 2024Q4: 651,949 shares; 2025Q1: 659,190 shares; 2025Q2: 696,589 shares; 2025Q3: 719,520 shares; 2025Q4: 752,943 shares 752,943 $140M 1.81% +33,423 Timeline DFAE 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: 2,561,130 shares; 2025Q3: 4,487,825 shares; 2025Q4: 4,293,101 shares 4,293,101 $140M 1.8% -194,724 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,164 shares; 2024Q4: 110,071 shares; 2025Q1: 243,979 shares; 2025Q2: 884,376 shares; 2025Q3: 1,288,891 shares; 2025Q4: 1,274,200 shares 1,274,200 $127M 1.64% -14,691 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: 361,907 shares; 2024Q4: 369,507 shares; 2025Q1: 370,065 shares; 2025Q2: 381,561 shares; 2025Q3: 397,695 shares; 2025Q4: 432,823 shares 432,823 $99.9M 1.29% +35,128 Timeline VGIT 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: 74,706 shares; 2024Q4: 95,576 shares; 2025Q1: 77,497 shares; 2025Q2: 726,377 shares; 2025Q3: 1,403,972 shares; 2025Q4: 1,423,400 shares 1,423,400 $85.3M 1.1% +19,428 Timeline VGSH 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: 345,952 shares; 2024Q4: 574,320 shares; 2025Q1: 1,155,628 shares; 2025Q2: 1,205,763 shares; 2025Q3: 1,095,184 shares; 2025Q4: 1,400,031 shares 1,400,031 $82.2M 1.06% +304,847 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: 74,637 shares; 2024Q4: 71,788 shares; 2025Q1: 83,522 shares; 2025Q2: 208,643 shares; 2025Q3: 311,263 shares; 2025Q4: 313,309 shares 313,309 $80.8M 1.04% +2,046 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: 322,622 shares; 2024Q4: 295,567 shares; 2025Q1: 1,070,479 shares; 2025Q2: 1,066,129 shares; 2025Q3: 1,071,574 shares; 2025Q4: 1,173,446 shares 1,173,446 $77.4M 1% +101,872 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: 65,985 shares; 2024Q4: 66,264 shares; 2025Q1: 215,318 shares; 2025Q2: 213,047 shares; 2025Q3: 206,142 shares; 2025Q4: 200,295 shares 200,295 $74.8M 0.96% -5,847 Timeline DFSV 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: 217 shares; 2025Q2: 1,327,469 shares; 2025Q3: 2,259,928 shares; 2025Q4: 2,194,002 shares 2,194,002 $72.2M 0.93% -65,926 Timeline SMMD 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: 1,029,408 shares; 2024Q4: 1,587,780 shares; 2025Q1: 1,208,842 shares; 2025Q2: 970,694 shares; 2025Q3: 915,654 shares; 2025Q4: 847,846 shares 847,846 $63.5M 0.82% -67,808 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: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 166 shares; 2025Q3: 151 shares; 2025Q4: 81 shares 81 $61.1M 0.79% -70 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: 498,484 shares; 2024Q4: 485,287 shares; 2025Q1: 586,863 shares; 2025Q2: 562,126 shares; 2025Q3: 536,670 shares; 2025Q4: 544,186 shares 544,186 $58.3M 0.75% +7,516 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: 133,823 shares; 2024Q4: 138,658 shares; 2025Q1: 135,260 shares; 2025Q2: 151,803 shares; 2025Q3: 167,405 shares; 2025Q4: 167,485 shares 167,485 $52.4M 0.68% +80 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: 100,514 shares; 2024Q4: 102,129 shares; 2025Q1: 110,815 shares; 2025Q2: 115,028 shares; 2025Q3: 140,041 shares; 2025Q4: 154,872 shares 154,872 $51.9M 0.67% +14,831 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: 116,776 shares; 2024Q4: 119,435 shares; 2025Q1: 123,719 shares; 2025Q2: 137,679 shares; 2025Q3: 156,332 shares; 2025Q4: 164,788 shares 164,788 $51.7M 0.67% +8,456 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: 81,711 shares; 2024Q4: 86,664 shares; 2025Q1: 92,165 shares; 2025Q2: 119,040 shares; 2025Q3: 137,245 shares; 2025Q4: 138,077 shares 138,077 $47.8M 0.62% +832 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: 64,500 shares; 2024Q4: 65,716 shares; 2025Q1: 65,120 shares; 2025Q2: 68,854 shares; 2025Q3: 71,469 shares; 2025Q4: 72,030 shares 72,030 $47.5M 0.61% +561 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: 23,189 shares; 2024Q4: 23,252 shares; 2025Q1: 23,529 shares; 2025Q2: 33,759 shares; 2025Q3: 42,418 shares; 2025Q4: 43,571 shares 43,571 $46.8M 0.6% +1,153 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: 4,894 shares; 2024Q4: 5,281 shares; 2025Q1: 4,292 shares; 2025Q2: 98,661 shares; 2025Q3: 223,525 shares; 2025Q4: 325,101 shares 325,101 $45.2M 0.58% +101,576 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: 413,853 shares; 2024Q4: 480,585 shares; 2025Q1: 445,808 shares; 2025Q2: 485,806 shares; 2025Q3: 467,498 shares; 2025Q4: 481,323 shares 481,323 $43.1M 0.56% +13,825 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: 227,396 shares; 2024Q4: 254,425 shares; 2025Q1: 265,698 shares; 2025Q2: 248,278 shares; 2025Q3: 238,255 shares; 2025Q4: 196,301 shares 196,301 $41.1M 0.53% -41,954 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: 79,404 shares; 2025Q1: 81,478 shares; 2025Q2: 164,770 shares; 2025Q3: 248,784 shares; 2025Q4: 219,496 shares 219,496 $37.6M 0.48% -29,288 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,138 shares; 2025Q2: 355,025 shares; 2025Q3: 758,383 shares; 2025Q4: 766,885 shares 766,885 $37.1M 0.48% +8,502 Timeline SGOV 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: 358,500 shares; 2025Q1: 358,500 shares; 2025Q2: 355,230 shares; 2025Q3: 355,230 shares; 2025Q4: 362,246 shares 362,246 $36.4M 0.47% +7,016 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: 53,128 shares; 2024Q4: 56,419 shares; 2025Q1: 60,174 shares; 2025Q2: 67,335 shares; 2025Q3: 74,437 shares; 2025Q4: 69,948 shares 69,948 $35.2M 0.45% -4,489 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: 62,058 shares; 2024Q4: 68,228 shares; 2025Q1: 64,127 shares; 2025Q2: 69,915 shares; 2025Q3: 66,337 shares; 2025Q4: 74,630 shares 74,630 $33.6M 0.43% +8,293 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202,158 shares; 2024Q4: 966,736 shares; 2025Q1: 748,654 shares; 2025Q2: 660,151 shares; 2025Q3: 610,133 shares; 2025Q4: 622,027 shares 622,027 $33.4M 0.43% +11,894 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: 90,411 shares; 2024Q4: 90,855 shares; 2025Q1: 91,333 shares; 2025Q2: 98,545 shares; 2025Q3: 99,225 shares; 2025Q4: 100,526 shares 100,526 $32.4M 0.42% +1,301 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: 27,183 shares; 2024Q4: 27,350 shares; 2025Q1: 27,887 shares; 2025Q2: 29,041 shares; 2025Q3: 30,151 shares; 2025Q4: 43,586 shares 43,586 $29.7M 0.38% +13,435 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: 309,573 shares; 2024Q4: 305,824 shares; 2025Q1: 304,531 shares; 2025Q2: 292,367 shares; 2025Q3: 289,768 shares; 2025Q4: 282,567 shares 282,567 $27.2M 0.35% -7,201 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,132 shares; 2024Q4: 180,522 shares; 2025Q1: 180,850 shares; 2025Q2: 184,728 shares; 2025Q3: 187,558 shares; 2025Q4: 188,351 shares 188,351 $26.6M 0.34% +793 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,093 shares; 2024Q4: 528,326 shares; 2025Q1: 499,124 shares; 2025Q2: 522,008 shares; 2025Q3: 508,182 shares; 2025Q4: 490,747 shares 490,747 $25.3M 0.33% -17,435 Timeline IDEV 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: 272,866 shares; 2024Q4: 258,648 shares; 2025Q1: 304,875 shares; 2025Q2: 312,392 shares; 2025Q3: 310,994 shares; 2025Q4: 306,813 shares 306,813 $25.3M 0.33% -4,181 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: 570,763 shares; 2024Q4: 567,670 shares; 2025Q1: 560,277 shares; 2025Q2: 632,769 shares; 2025Q3: 630,090 shares; 2025Q4: 620,339 shares 620,339 $24.5M 0.32% -9,751 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: 108,343 shares; 2024Q4: 108,521 shares; 2025Q1: 108,912 shares; 2025Q2: 112,241 shares; 2025Q3: 111,726 shares; 2025Q4: 109,008 shares 109,008 $24M 0.31% -2,718 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: 339,071 shares; 2024Q4: 347,344 shares; 2025Q1: 344,388 shares; 2025Q2: 352,325 shares; 2025Q3: 374,279 shares; 2025Q4: 426,436 shares 426,436 $23.3M 0.3% +52,157 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: 22,642 shares; 2024Q4: 22,721 shares; 2025Q1: 23,824 shares; 2025Q2: 24,580 shares; 2025Q3: 22,511 shares; 2025Q4: 26,963 shares 26,963 $23.3M 0.3% +4,452 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,462 shares; 2024Q4: 58,858 shares; 2025Q1: 58,528 shares; 2025Q2: 63,287 shares; 2025Q3: 66,377 shares; 2025Q4: 65,203 shares 65,203 $22.9M 0.29% -1,174 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 4,440 shares; 2025Q1: 4,400 shares; 2025Q2: 14,917 shares; 2025Q3: 22,868 shares; 2025Q4: 222,052 shares 222,052 $22.7M 0.29% +199,184 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: 257,049 shares; 2024Q4: 203,003 shares; 2025Q1: 149,906 shares; 2025Q2: 115,933 shares; 2025Q3: 86,044 shares; 2025Q4: 77,971 shares 77,971 $22.6M 0.29% -8,073 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: 135,660 shares; 2024Q4: 134,929 shares; 2025Q1: 140,102 shares; 2025Q2: 155,553 shares; 2025Q3: 169,433 shares; 2025Q4: 173,115 shares 173,115 $20.8M 0.27% +3,682 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: 334,428 shares; 2024Q4: 306,836 shares; 2025Q1: 298,831 shares; 2025Q2: 298,359 shares; 2025Q3: 299,486 shares; 2025Q4: 309,301 shares 309,301 $20.8M 0.27% +9,815 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: 70,982 shares; 2024Q4: 71,281 shares; 2025Q1: 71,149 shares; 2025Q2: 88,836 shares; 2025Q3: 107,244 shares; 2025Q4: 103,674 shares 103,674 $20.2M 0.26% -3,570 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: 48,184 shares; 2024Q4: 48,436 shares; 2025Q1: 79,653 shares; 2025Q2: 87,129 shares; 2025Q3: 95,662 shares; 2025Q4: 97,170 shares 97,170 $20.1M 0.26% +1,508 Timeline IEI 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: 71,368 shares; 2025Q2: 116,588 shares; 2025Q3: 116,892 shares; 2025Q4: 164,672 shares 164,672 $19.7M 0.25% +47,780 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: 290,849 shares; 2024Q4: 778,784 shares; 2025Q1: 777,996 shares; 2025Q2: 768,166 shares; 2025Q3: 717,701 shares; 2025Q4: 688,992 shares 688,992 $18.5M 0.24% -28,709 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: 25,624 shares; 2024Q4: 25,977 shares; 2025Q1: 25,387 shares; 2025Q2: 27,600 shares; 2025Q3: 30,322 shares; 2025Q4: 31,050 shares 31,050 $17.8M 0.23% +728 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: 137,018 shares; 2024Q4: 139,524 shares; 2025Q1: 134,473 shares; 2025Q2: 147,843 shares; 2025Q3: 151,961 shares; 2025Q4: 154,558 shares 154,558 $17.2M 0.22% +2,597 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: 11,451 shares; 2024Q4: 11,515 shares; 2025Q1: 11,368 shares; 2025Q2: 12,911 shares; 2025Q3: 13,835 shares; 2025Q4: 179,680 shares 179,680 $16.8M 0.22% +165,845 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: 62,071 shares; 2024Q4: 65,228 shares; 2025Q1: 66,605 shares; 2025Q2: 72,832 shares; 2025Q3: 71,510 shares; 2025Q4: 73,490 shares 73,490 $16.8M 0.22% +1,980 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: 27,457 shares; 2024Q4: 27,893 shares; 2025Q1: 27,497 shares; 2025Q2: 28,766 shares; 2025Q3: 29,913 shares; 2025Q4: 29,286 shares 29,286 $16.7M 0.22% -627 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: 147,455 shares; 2024Q4: 119,414 shares; 2025Q1: 196,450 shares; 2025Q2: 205,695 shares; 2025Q3: 204,647 shares; 2025Q4: 196,710 shares 196,710 $16.6M 0.21% -7,937 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: 226,216 shares; 2024Q4: 224,344 shares; 2025Q1: 231,400 shares; 2025Q2: 225,773 shares; 2025Q3: 231,080 shares; 2025Q4: 222,300 shares 222,300 $16.4M 0.21% -8,780 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: 180,538 shares; 2024Q4: 184,848 shares; 2025Q1: 182,214 shares; 2025Q2: 200,976 shares; 2025Q3: 218,506 shares; 2025Q4: 210,980 shares 210,980 $16.3M 0.21% -7,526 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: 101,969 shares; 2024Q4: 110,313 shares; 2025Q1: 105,924 shares; 2025Q2: 107,527 shares; 2025Q3: 164,480 shares; 2025Q4: 187,728 shares 187,728 $15.9M 0.2% +23,248 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: 39,724 shares; 2024Q4: 40,757 shares; 2025Q1: 40,807 shares; 2025Q2: 47,481 shares; 2025Q3: 53,701 shares; 2025Q4: 52,338 shares 52,338 $15.5M 0.2% -1,363 Timeline SPMD 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: 11,943 shares; 2024Q4: 11,943 shares; 2025Q1: 11,686 shares; 2025Q2: 259,226 shares; 2025Q3: 267,898 shares; 2025Q4: 263,580 shares 263,580 $15.3M 0.2% -4,318 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: 23,551 shares; 2024Q4: 23,792 shares; 2025Q1: 21,339 shares; 2025Q2: 19,870 shares; 2025Q3: 19,484 shares; 2025Q4: 24,092 shares 24,092 $14.8M 0.19% +4,608 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: 36,118 shares; 2024Q4: 38,419 shares; 2025Q1: 38,796 shares; 2025Q2: 42,372 shares; 2025Q3: 43,830 shares; 2025Q4: 41,832 shares 41,832 $14.4M 0.19% -1,998 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,604 shares; 2024Q4: 440,400 shares; 2025Q1: 424,516 shares; 2025Q2: 420,455 shares; 2025Q3: 442,323 shares; 2025Q4: 462,730 shares 462,730 $14.3M 0.18% +20,407 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: 84,777 shares; 2024Q4: 88,669 shares; 2025Q1: 86,648 shares; 2025Q2: 98,972 shares; 2025Q3: 102,717 shares; 2025Q4: 97,719 shares 97,719 $14M 0.18% -4,998 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: 29,015 shares; 2024Q4: 29,143 shares; 2025Q1: 61,938 shares; 2025Q2: 68,755 shares; 2025Q3: 75,321 shares; 2025Q4: 75,119 shares 75,119 $13.8M 0.18% -202 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: 102,399 shares; 2024Q4: 111,005 shares; 2025Q1: 103,350 shares; 2025Q2: 109,426 shares; 2025Q3: 123,366 shares; 2025Q4: 121,842 shares 121,842 $12.8M 0.17% -1,524 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: 23,010 shares; 2024Q4: 22,794 shares; 2025Q1: 23,173 shares; 2025Q2: 44,314 shares; 2025Q3: 43,512 shares; 2025Q4: 46,183 shares 46,183 $12.2M 0.16% +2,671 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: 97,311 shares; 2024Q4: 95,087 shares; 2025Q1: 90,819 shares; 2025Q2: 88,153 shares; 2025Q3: 86,931 shares; 2025Q4: 84,697 shares 84,697 $12.1M 0.16% -2,234 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: 23,180 shares; 2024Q4: 23,583 shares; 2025Q1: 22,923 shares; 2025Q2: 23,750 shares; 2025Q3: 25,013 shares; 2025Q4: 25,624 shares 25,624 $12.1M 0.16% +611 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: 61,101 shares; 2024Q4: 63,416 shares; 2025Q1: 62,492 shares; 2025Q2: 68,546 shares; 2025Q3: 72,564 shares; 2025Q4: 68,306 shares 68,306 $12.1M 0.16% -4,258 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,499 shares; 2024Q4: 600,714 shares; 2025Q1: 577,799 shares; 2025Q2: 586,222 shares; 2025Q3: 599,347 shares; 2025Q4: 524,342 shares 524,342 $12.1M 0.16% -75,005 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: 101,318 shares; 2024Q4: 102,870 shares; 2025Q1: 102,226 shares; 2025Q2: 101,140 shares; 2025Q3: 105,807 shares; 2025Q4: 119,959 shares 119,959 $11.5M 0.15% +14,152 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,110 shares; 2024Q4: 27,890 shares; 2025Q1: 28,630 shares; 2025Q2: 69,940 shares; 2025Q3: 118,338 shares; 2025Q4: 115,525 shares 115,525 $11.3M 0.15% -2,813 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: 94,508 shares; 2024Q4: 92,666 shares; 2025Q1: 91,867 shares; 2025Q2: 85,127 shares; 2025Q3: 85,908 shares; 2025Q4: 91,581 shares 91,581 $11.3M 0.15% +5,673 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: 68,283 shares; 2024Q4: 72,346 shares; 2025Q1: 72,569 shares; 2025Q2: 83,571 shares; 2025Q3: 93,196 shares; 2025Q4: 88,941 shares 88,941 $11.1M 0.14% -4,255 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: 65,754 shares; 2024Q4: 64,248 shares; 2025Q1: 64,729 shares; 2025Q2: 68,658 shares; 2025Q3: 77,689 shares; 2025Q4: 71,876 shares 71,876 $11M 0.14% -5,813 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: 61,189 shares; 2024Q4: 64,147 shares; 2025Q1: 64,724 shares; 2025Q2: 69,103 shares; 2025Q3: 73,958 shares; 2025Q4: 70,045 shares 70,045 $10.8M 0.14% -3,913 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: 90,565 shares; 2024Q4: 358,846 shares; 2025Q1: 350,241 shares; 2025Q2: 334,271 shares; 2025Q3: 330,948 shares; 2025Q4: 328,346 shares 328,346 $10.7M 0.14% -2,602 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: 123,365 shares; 2024Q4: 132,617 shares; 2025Q1: 137,726 shares; 2025Q2: 150,300 shares; 2025Q3: 151,721 shares; 2025Q4: 151,618 shares 151,618 $10.6M 0.14% -103 Timeline HEEM 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: 320,712 shares; 2024Q4: 318,941 shares; 2025Q1: 305,225 shares; 2025Q2: 302,495 shares; 2025Q3: 302,544 shares; 2025Q4: 303,871 shares 303,871 $10.6M 0.14% +1,327 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,892 shares; 2024Q4: 35,176 shares; 2025Q1: 34,335 shares; 2025Q2: 34,346 shares; 2025Q3: 33,571 shares; 2025Q4: 33,160 shares 33,160 $10.2M 0.13% -411 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: 2,722 shares; 2024Q4: 2,733 shares; 2025Q1: 7,741 shares; 2025Q2: 7,972 shares; 2025Q3: 8,495 shares; 2025Q4: 8,132 shares 8,132 $9.88M 0.13% -363 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: 374,423 shares; 2024Q4: 377,728 shares; 2025Q1: 386,311 shares; 2025Q2: 413,030 shares; 2025Q3: 430,616 shares; 2025Q4: 393,665 shares 393,665 $9.78M 0.13% -36,951 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: 121,279 shares; 2024Q4: 66,686 shares; 2025Q1: 60,229 shares; 2025Q2: 88,872 shares; 2025Q3: 133,337 shares; 2025Q4: 148,770 shares 148,770 $9.5M 0.12% +15,433 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: 30,295 shares; 2024Q4: 31,269 shares; 2025Q1: 30,588 shares; 2025Q2: 30,743 shares; 2025Q3: 31,347 shares; 2025Q4: 30,901 shares 30,901 $9.44M 0.12% -446 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,269 shares; 2024Q4: 106,198 shares; 2025Q1: 108,952 shares; 2025Q2: 109,750 shares; 2025Q3: 113,149 shares; 2025Q4: 113,878 shares 113,878 $9.14M 0.12% +729 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: 35,715 shares; 2024Q4: 35,536 shares; 2025Q1: 33,975 shares; 2025Q2: 37,570 shares; 2025Q3: 40,261 shares; 2025Q4: 41,686 shares 41,686 $8.93M 0.12% +1,425 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: 34,581 shares; 2024Q4: 29,958 shares; 2025Q1: 26,747 shares; 2025Q2: 29,115 shares; 2025Q3: 28,383 shares; 2025Q4: 35,219 shares 35,219 $8.67M 0.11% +6,836 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES 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: 107,335 shares; 2025Q3: 199,206 shares; 2025Q4: 192,701 shares 192,701 $8.6M 0.11% -6,505 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: 61,563 shares; 2024Q4: 60,624 shares; 2025Q1: 57,340 shares; 2025Q2: 28,919 shares; 2025Q3: 33,062 shares; 2025Q4: 59,388 shares 59,388 $8.52M 0.11% +26,326 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: 29,580 shares; 2024Q4: 30,975 shares; 2025Q1: 31,641 shares; 2025Q2: 31,267 shares; 2025Q3: 31,168 shares; 2025Q4: 30,477 shares 30,477 $8.27M 0.11% -691 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: 20,580 shares; 2024Q4: 22,109 shares; 2025Q1: 22,491 shares; 2025Q2: 24,887 shares; 2025Q3: 25,735 shares; 2025Q4: 26,482 shares 26,482 $8.16M 0.11% +747 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: 7,450 shares; 2025Q1: 7,440 shares; 2025Q2: 7,651 shares; 2025Q3: 7,883 shares; 2025Q4: 7,596 shares 7,596 $8.13M 0.1% -287 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES 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: 131,105 shares; 2025Q3: 238,180 shares; 2025Q4: 224,685 shares 224,685 $7.99M 0.1% -13,495 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: 4,651 shares; 2024Q4: 4,498 shares; 2025Q1: 5,519 shares; 2025Q2: 7,826 shares; 2025Q3: 8,894 shares; 2025Q4: 19,873 shares 19,873 $7.88M 0.1% +10,979 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: 15,034 shares; 2024Q4: 15,906 shares; 2025Q1: 33,894 shares; 2025Q2: 32,454 shares; 2025Q3: 32,993 shares; 2025Q4: 35,331 shares 35,331 $7.76M 0.1% +2,338 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: 14,563 shares; 2024Q4: 14,939 shares; 2025Q1: 13,783 shares; 2025Q2: 17,785 shares; 2025Q3: 21,474 shares; 2025Q4: 20,801 shares 20,801 $7.7M 0.1% -673 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: 113,286 shares; 2024Q4: 110,904 shares; 2025Q1: 113,620 shares; 2025Q2: 128,889 shares; 2025Q3: 131,573 shares; 2025Q4: 139,283 shares 139,283 $7.66M 0.1% +7,710 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,515 shares; 2024Q4: 179,254 shares; 2025Q1: 179,254 shares; 2025Q2: 175,084 shares; 2025Q3: 172,859 shares; 2025Q4: 164,057 shares 164,057 $7.66M 0.1% -8,802 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: 34,030 shares; 2024Q4: 35,356 shares; 2025Q1: 37,931 shares; 2025Q2: 45,798 shares; 2025Q3: 46,236 shares; 2025Q4: 47,423 shares 47,423 $7.61M 0.1% +1,187 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: 192,750 shares; 2024Q4: 193,119 shares; 2025Q1: 189,752 shares; 2025Q2: 201,381 shares; 2025Q3: 206,801 shares; 2025Q4: 186,594 shares 186,594 $7.6M 0.1% -20,207 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: 17,187 shares; 2024Q4: 35,321 shares; 2025Q1: 36,609 shares; 2025Q2: 38,232 shares; 2025Q3: 39,130 shares; 2025Q4: 42,268 shares 42,268 $7.51M 0.1% +3,138 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,898 shares; 2024Q4: 23,830 shares; 2025Q1: 23,461 shares; 2025Q2: 23,022 shares; 2025Q3: 28,278 shares; 2025Q4: 29,845 shares 29,845 $7.5M 0.1% +1,567 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: 25,293 shares; 2024Q4: 26,115 shares; 2025Q1: 25,661 shares; 2025Q2: 26,592 shares; 2025Q3: 25,801 shares; 2025Q4: 27,851 shares 27,851 $7.47M 0.1% +2,050 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: 103,670 shares; 2024Q4: 103,670 shares; 2025Q1: 103,970 shares; 2025Q2: 103,970 shares; 2025Q3: 110,065 shares; 2025Q4: 110,079 shares 110,079 $7.39M 0.1% +14 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: 5,866 shares; 2024Q4: 6,118 shares; 2025Q1: 6,150 shares; 2025Q2: 7,758 shares; 2025Q3: 8,705 shares; 2025Q4: 8,234 shares 8,234 $7.24M 0.09% -471 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: 16,997 shares; 2024Q4: 15,295 shares; 2025Q1: 14,747 shares; 2025Q2: 22,066 shares; 2025Q3: 28,828 shares; 2025Q4: 23,505 shares 23,505 $7.15M 0.09% -5,323 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: 62,936 shares; 2024Q4: 64,586 shares; 2025Q1: 62,728 shares; 2025Q2: 61,689 shares; 2025Q3: 63,004 shares; 2025Q4: 64,612 shares 64,612 $7.12M 0.09% +1,608 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: 26,722 shares; 2024Q4: 27,382 shares; 2025Q1: 27,447 shares; 2025Q2: 20,428 shares; 2025Q3: 22,645 shares; 2025Q4: 21,420 shares 21,420 $7.07M 0.09% -1,225 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,783 shares; 2024Q4: 16,873 shares; 2025Q1: 17,407 shares; 2025Q2: 17,904 shares; 2025Q3: 17,979 shares; 2025Q4: 16,496 shares 16,496 $7.03M 0.09% -1,483 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: 9,705 shares; 2024Q4: 9,884 shares; 2025Q1: 11,174 shares; 2025Q2: 10,676 shares; 2025Q3: 12,307 shares; 2025Q4: 12,068 shares 12,068 $6.99M 0.09% -239 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,539 shares; 2024Q4: 140,475 shares; 2025Q1: 107,444 shares; 2025Q2: 102,865 shares; 2025Q3: 87,085 shares; 2025Q4: 163,293 shares 163,293 $6.97M 0.09% +76,208 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: 43,973 shares; 2024Q4: 50,072 shares; 2025Q1: 52,105 shares; 2025Q2: 63,683 shares; 2025Q3: 68,693 shares; 2025Q4: 74,314 shares 74,314 $6.93M 0.09% +5,621 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: 45,707 shares; 2024Q4: 33,763 shares; 2025Q1: 240,044 shares; 2025Q2: 440,971 shares; 2025Q3: 111,260 shares; 2025Q4: 75,581 shares 75,581 $6.91M 0.09% -35,679 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: 20,919 shares; 2024Q4: 19,979 shares; 2025Q1: 20,079 shares; 2025Q2: 25,009 shares; 2025Q3: 28,167 shares; 2025Q4: 26,833 shares 26,833 $6.9M 0.09% -1,334 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: 73,598 shares; 2024Q4: 73,999 shares; 2025Q1: 74,270 shares; 2025Q2: 75,509 shares; 2025Q3: 76,878 shares; 2025Q4: 75,576 shares 75,576 $6.59M 0.08% -1,302 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: 108,212 shares; 2024Q4: 227,323 shares; 2025Q1: 85,068 shares; 2025Q2: 116,296 shares; 2025Q3: 147,793 shares; 2025Q4: 260,855 shares 260,855 $6.5M 0.08% +113,062 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: 33,662 shares; 2024Q4: 34,585 shares; 2025Q1: 33,865 shares; 2025Q2: 33,522 shares; 2025Q3: 34,125 shares; 2025Q4: 32,979 shares 32,979 $6.43M 0.08% -1,146 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: 51,164 shares; 2024Q4: 53,328 shares; 2025Q1: 54,587 shares; 2025Q2: 54,300 shares; 2025Q3: 55,956 shares; 2025Q4: 54,741 shares 54,741 $6.42M 0.08% -1,215 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: 5,893 shares; 2024Q4: 5,866 shares; 2025Q1: 12,365 shares; 2025Q2: 13,117 shares; 2025Q3: 13,588 shares; 2025Q4: 13,659 shares 13,659 $6.36M 0.08% +71 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: 69,726 shares; 2024Q4: 69,047 shares; 2025Q1: 64,876 shares; 2025Q2: 91,654 shares; 2025Q3: 119,684 shares; 2025Q4: 115,579 shares 115,579 $6.18M 0.08% -4,105 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: 46,441 shares; 2024Q4: 47,415 shares; 2025Q1: 26,361 shares; 2025Q2: 31,891 shares; 2025Q3: 37,318 shares; 2025Q4: 35,997 shares 35,997 $6.16M 0.08% -1,321 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: 14,322 shares; 2024Q4: 13,630 shares; 2025Q1: 50,387 shares; 2025Q2: 52,457 shares; 2025Q3: 65,151 shares; 2025Q4: 63,472 shares 63,472 $6.1M 0.08% -1,679 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: 11,561 shares; 2024Q4: 11,539 shares; 2025Q1: 10,870 shares; 2025Q2: 11,692 shares; 2025Q3: 11,467 shares; 2025Q4: 10,749 shares 10,749 $6.09M 0.08% -718 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: 43,219 shares; 2024Q4: 42,255 shares; 2025Q1: 39,332 shares; 2025Q2: 38,111 shares; 2025Q3: 38,857 shares; 2025Q4: 36,149 shares 36,149 $6.07M 0.08% -2,708 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,947 shares; 2024Q4: 69,857 shares; 2025Q1: 66,803 shares; 2025Q2: 66,235 shares; 2025Q3: 68,946 shares; 2025Q4: 67,532 shares 67,532 $5.98M 0.08% -1,414 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: 15,252 shares; 2024Q4: 16,139 shares; 2025Q1: 18,113 shares; 2025Q2: 18,444 shares; 2025Q3: 20,820 shares; 2025Q4: 20,867 shares 20,867 $5.96M 0.08% +47 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: 34,120 shares; 2024Q4: 35,700 shares; 2025Q1: 36,942 shares; 2025Q2: 36,020 shares; 2025Q3: 36,001 shares; 2025Q4: 33,371 shares 33,371 $5.79M 0.07% -2,630 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: 35,904 shares; 2024Q4: 38,428 shares; 2025Q1: 36,971 shares; 2025Q2: 36,826 shares; 2025Q3: 39,630 shares; 2025Q4: 41,790 shares 41,790 $5.72M 0.07% +2,160 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: 7,584 shares; 2024Q4: 8,053 shares; 2025Q1: 7,516 shares; 2025Q2: 8,269 shares; 2025Q3: 8,598 shares; 2025Q4: 8,580 shares 8,580 $5.68M 0.07% -18 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,454 shares; 2024Q4: 18,131 shares; 2025Q1: 16,735 shares; 2025Q2: 18,773 shares; 2025Q3: 18,388 shares; 2025Q4: 17,522 shares 17,522 $5.66M 0.07% -866 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: 51,589 shares; 2024Q4: 50,607 shares; 2025Q1: 17,088 shares; 2025Q2: 15,455 shares; 2025Q3: 16,772 shares; 2025Q4: 44,128 shares 44,128 $5.63M 0.07% +27,356 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673,978 shares; 2024Q4: 716,616 shares; 2025Q1: 403,601 shares; 2025Q2: 90,507 shares; 2025Q3: 78,528 shares; 2025Q4: 72,218 shares 72,218 $5.6M 0.07% -6,310 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: 28,646 shares; 2024Q4: 16,472 shares; 2025Q1: 17,888 shares; 2025Q2: 19,873 shares; 2025Q3: 17,432 shares; 2025Q4: 16,672 shares 16,672 $5.46M 0.07% -760 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: 8,568 shares; 2024Q4: 8,788 shares; 2025Q1: 9,203 shares; 2025Q2: 10,378 shares; 2025Q3: 11,453 shares; 2025Q4: 10,374 shares 10,374 $5.42M 0.07% -1,079 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: 74,569 shares; 2024Q4: 64,007 shares; 2025Q1: 65,751 shares; 2025Q2: 71,093 shares; 2025Q3: 71,424 shares; 2025Q4: 70,806 shares 70,806 $5.24M 0.07% -618 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: 38,886 shares; 2024Q4: 40,235 shares; 2025Q1: 41,283 shares; 2025Q2: 42,303 shares; 2025Q3: 42,340 shares; 2025Q4: 40,002 shares 40,002 $5.16M 0.07% -2,338 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: 4,948 shares; 2024Q4: 6,029 shares; 2025Q1: 5,758 shares; 2025Q2: 6,519 shares; 2025Q3: 7,302 shares; 2025Q4: 7,675 shares 7,675 $5.02M 0.06% +373 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: 654 shares; 2024Q4: 696 shares; 2025Q1: 706 shares; 2025Q2: 812 shares; 2025Q3: 889 shares; 2025Q4: 930 shares 930 $4.98M 0.06% +41 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,794 shares; 2024Q4: 89,502 shares; 2025Q1: 92,069 shares; 2025Q2: 91,564 shares; 2025Q3: 94,010 shares; 2025Q4: 88,215 shares 88,215 $4.97M 0.06% -5,795 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: 16,318 shares; 2024Q4: 15,394 shares; 2025Q1: 15,100 shares; 2025Q2: 16,279 shares; 2025Q3: 15,542 shares; 2025Q4: 21,671 shares 21,671 $4.96M 0.06% +6,129 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: 14,771 shares; 2024Q4: 15,583 shares; 2025Q1: 15,997 shares; 2025Q2: 17,728 shares; 2025Q3: 20,077 shares; 2025Q4: 21,340 shares 21,340 $4.94M 0.06% +1,263 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,879 shares; 2024Q4: 57,500 shares; 2025Q1: 56,007 shares; 2025Q2: 54,395 shares; 2025Q3: 50,068 shares; 2025Q4: 50,403 shares 50,403 $4.88M 0.06% +335 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,203 shares; 2025Q1: 29,479 shares; 2025Q2: 29,741 shares; 2025Q3: 30,312 shares; 2025Q4: 27,693 shares 27,693 $4.86M 0.06% -2,619 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: 19,481 shares; 2024Q4: 21,626 shares; 2025Q1: 22,562 shares; 2025Q2: 19,536 shares; 2025Q3: 22,013 shares; 2025Q4: 22,292 shares 22,292 $4.84M 0.06% +279 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: 5,915 shares; 2024Q4: 6,015 shares; 2025Q1: 5,512 shares; 2025Q2: 5,853 shares; 2025Q3: 6,165 shares; 2025Q4: 30,961 shares 30,961 $4.74M 0.06% +24,796 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: 25,763 shares; 2024Q4: 27,502 shares; 2025Q1: 24,072 shares; 2025Q2: 23,800 shares; 2025Q3: 23,898 shares; 2025Q4: 22,979 shares 22,979 $4.72M 0.06% -919 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,882 shares; 2024Q4: 24,378 shares; 2025Q1: 25,268 shares; 2025Q2: 26,919 shares; 2025Q3: 35,726 shares; 2025Q4: 38,262 shares 38,262 $4.7M 0.06% +2,536 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: 36,113 shares; 2024Q4: 45,696 shares; 2025Q1: 44,203 shares; 2025Q2: 46,174 shares; 2025Q3: 44,083 shares; 2025Q4: 42,738 shares 42,738 $4.68M 0.06% -1,345 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: 47,817 shares; 2024Q4: 40,628 shares; 2025Q1: 35,728 shares; 2025Q2: 37,761 shares; 2025Q3: 41,803 shares; 2025Q4: 39,803 shares 39,803 $4.53M 0.06% -2,000 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,368 shares; 2024Q4: 51,428 shares; 2025Q1: 59,798 shares; 2025Q2: 43,158 shares; 2025Q3: 43,498 shares; 2025Q4: 42,074 shares 42,074 $4.49M 0.06% -1,424 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 3,953 shares; 2025Q1: 4,881 shares; 2025Q2: 5,157 shares; 2025Q3: 5,155 shares; 2025Q4: 4,867 shares 4,867 $4.41M 0.06% -288 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,654 shares; 2024Q4: 44,091 shares; 2025Q1: 44,092 shares; 2025Q2: 44,142 shares; 2025Q3: 43,728 shares; 2025Q4: 44,176 shares 44,176 $4.4M 0.06% +448 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: 16,418 shares; 2024Q4: 16,989 shares; 2025Q1: 17,601 shares; 2025Q2: 17,084 shares; 2025Q3: 18,074 shares; 2025Q4: 17,446 shares 17,446 $4.21M 0.05% -628 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: 27,012 shares; 2024Q4: 26,810 shares; 2025Q1: 22,926 shares; 2025Q2: 23,025 shares; 2025Q3: 23,225 shares; 2025Q4: 23,547 shares 23,547 $4.21M 0.05% +322 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: 7,348 shares; 2024Q4: 7,621 shares; 2025Q1: 8,396 shares; 2025Q2: 9,759 shares; 2025Q3: 12,007 shares; 2025Q4: 11,903 shares 11,903 $4.18M 0.05% -104 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,445 shares; 2024Q4: 18,305 shares; 2025Q1: 18,305 shares; 2025Q2: 18,251 shares; 2025Q3: 18,141 shares; 2025Q4: 18,105 shares 18,105 $4.17M 0.05% -36 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: 74,555 shares; 2024Q4: 72,426 shares; 2025Q1: 91,432 shares; 2025Q2: 93,603 shares; 2025Q3: 111,426 shares; 2025Q4: 109,693 shares 109,693 $4.05M 0.05% -1,733 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,524 shares; 2024Q4: 6,825 shares; 2025Q1: 7,013 shares; 2025Q2: 6,865 shares; 2025Q3: 6,922 shares; 2025Q4: 7,088 shares 7,088 $4.03M 0.05% +166 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,867 shares; 2024Q4: 26,473 shares; 2025Q1: 28,122 shares; 2025Q2: 27,734 shares; 2025Q3: 27,991 shares; 2025Q4: 26,537 shares 26,537 $3.95M 0.05% -1,454 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: 25,557 shares; 2024Q4: 29,131 shares; 2025Q1: 29,905 shares; 2025Q2: 31,341 shares; 2025Q3: 31,798 shares; 2025Q4: 29,094 shares 29,094 $3.93M 0.05% -2,704 Timeline RFG 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: 111,377 shares; 2024Q4: 101,343 shares; 2025Q1: 88,466 shares; 2025Q2: 77,954 shares; 2025Q3: 73,563 shares; 2025Q4: 74,982 shares 74,982 $3.93M 0.05% +1,419 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: 10,828 shares; 2024Q4: 10,494 shares; 2025Q1: 10,664 shares; 2025Q2: 12,039 shares; 2025Q3: 14,749 shares; 2025Q4: 12,334 shares 12,334 $3.93M 0.05% -2,415 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,865 shares; 2024Q4: 46,578 shares; 2025Q1: 45,719 shares; 2025Q2: 43,276 shares; 2025Q3: 48,257 shares; 2025Q4: 44,624 shares 44,624 $3.89M 0.05% -3,633 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: 7,242 shares; 2024Q4: 7,457 shares; 2025Q1: 7,571 shares; 2025Q2: 15,055 shares; 2025Q3: 15,643 shares; 2025Q4: 16,028 shares 16,028 $3.88M 0.05% +385 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: 21,232 shares; 2024Q4: 26,488 shares; 2025Q1: 29,459 shares; 2025Q2: 31,140 shares; 2025Q3: 31,667 shares; 2025Q4: 32,851 shares 32,851 $3.83M 0.05% +1,184 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: 2,403 shares; 2024Q4: 2,468 shares; 2025Q1: 2,385 shares; 2025Q2: 3,098 shares; 2025Q3: 4,083 shares; 2025Q4: 3,568 shares 3,568 $3.82M 0.05% -515 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: 13,105 shares; 2024Q4: 12,514 shares; 2025Q1: 13,825 shares; 2025Q2: 13,417 shares; 2025Q3: 13,198 shares; 2025Q4: 15,010 shares 15,010 $3.81M 0.05% +1,812 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: 4,428 shares; 2024Q4: 4,189 shares; 2025Q1: 3,991 shares; 2025Q2: 3,546 shares; 2025Q3: 4,078 shares; 2025Q4: 5,507 shares 5,507 $3.71M 0.05% +1,429 Timeline IBMS 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: 9,356 shares; 2024Q4: 93,543 shares; 2025Q1: 102,821 shares; 2025Q2: 103,020 shares; 2025Q3: 122,825 shares; 2025Q4: 140,878 shares 140,878 $3.67M 0.05% +18,053 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: 6,010 shares; 2024Q4: 6,632 shares; 2025Q1: 6,748 shares; 2025Q2: 8,770 shares; 2025Q3: 10,139 shares; 2025Q4: 10,330 shares 10,330 $3.65M 0.05% +191 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: 11,203 shares; 2024Q4: 11,644 shares; 2025Q1: 9,477 shares; 2025Q2: 10,517 shares; 2025Q3: 10,753 shares; 2025Q4: 10,387 shares 10,387 $3.64M 0.05% -366 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: 27,326 shares; 2024Q4: 29,632 shares; 2025Q1: 30,862 shares; 2025Q2: 37,673 shares; 2025Q3: 43,512 shares; 2025Q4: 37,625 shares 37,625 $3.59M 0.05% -5,887 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,812 shares; 2024Q4: 141,778 shares; 2025Q1: 127,954 shares; 2025Q2: 130,750 shares; 2025Q3: 137,837 shares; 2025Q4: 131,901 shares 131,901 $3.57M 0.05% -5,936 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: 13,550 shares; 2024Q4: 13,853 shares; 2025Q1: 13,157 shares; 2025Q2: 13,720 shares; 2025Q3: 13,892 shares; 2025Q4: 13,563 shares 13,563 $3.51M 0.05% -329 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,636 shares; 2025Q1: 3,003 shares; 2025Q2: 3,394 shares; 2025Q3: 18,314 shares; 2025Q4: 17,737 shares 17,737 $3.43M 0.04% -577 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: 14,899 shares; 2024Q4: 11,238 shares; 2025Q1: 12,684 shares; 2025Q2: 16,937 shares; 2025Q3: 20,986 shares; 2025Q4: 33,191 shares 33,191 $3.31M 0.04% +12,205 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: 25,749 shares; 2024Q4: 35,585 shares; 2025Q1: 35,920 shares; 2025Q2: 34,369 shares; 2025Q3: 35,932 shares; 2025Q4: 35,274 shares 35,274 $3.3M 0.04% -658 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: 3,292 shares; 2024Q4: 3,414 shares; 2025Q1: 3,459 shares; 2025Q2: 3,683 shares; 2025Q3: 3,732 shares; 2025Q4: 4,024 shares 4,024 $3.3M 0.04% +292 Timeline IBMO 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: 50,311 shares; 2024Q4: 96,428 shares; 2025Q1: 105,219 shares; 2025Q2: 113,042 shares; 2025Q3: 118,698 shares; 2025Q4: 127,094 shares 127,094 $3.26M 0.04% +8,396 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: 10,908 shares; 2024Q4: 12,147 shares; 2025Q1: 12,753 shares; 2025Q2: 14,718 shares; 2025Q3: 16,890 shares; 2025Q4: 14,287 shares 14,287 $3.25M 0.04% -2,603 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,058 shares; 2024Q4: 87,742 shares; 2025Q1: 98,556 shares; 2025Q2: 99,782 shares; 2025Q3: 111,808 shares; 2025Q4: 126,526 shares 126,526 $3.22M 0.04% +14,718 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: 33,315 shares; 2024Q4: 26,583 shares; 2025Q1: 26,372 shares; 2025Q2: 25,040 shares; 2025Q3: 23,929 shares; 2025Q4: 24,232 shares 24,232 $3.19M 0.04% +303 Timeline ISTB 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: 6,725 shares; 2024Q4: 6,304 shares; 2025Q1: 6,183 shares; 2025Q2: 26,251 shares; 2025Q3: 58,393 shares; 2025Q4: 64,447 shares 64,447 $3.14M 0.04% +6,054 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 8,946 shares; 2025Q1: 9,895 shares; 2025Q2: 10,567 shares; 2025Q3: 11,652 shares; 2025Q4: 10,854 shares 10,854 $3.14M 0.04% -798 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,947 shares; 2024Q4: 41,008 shares; 2025Q1: 37,288 shares; 2025Q2: 39,056 shares; 2025Q3: 46,899 shares; 2025Q4: 41,848 shares 41,848 $3.08M 0.04% -5,051 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: 3,482 shares; 2024Q4: 4,406 shares; 2025Q1: 4,645 shares; 2025Q2: 4,600 shares; 2025Q3: 4,928 shares; 2025Q4: 6,525 shares 6,525 $3.06M 0.04% +1,597 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: 19,401 shares; 2025Q1: 17,819 shares; 2025Q2: 17,570 shares; 2025Q3: 18,898 shares; 2025Q4: 23,278 shares 23,278 $3.05M 0.04% +4,380 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,918 shares; 2024Q4: 55,829 shares; 2025Q1: 55,323 shares; 2025Q2: 53,042 shares; 2025Q3: 52,827 shares; 2025Q4: 52,647 shares 52,647 $3.04M 0.04% -180 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,991 shares; 2024Q4: 18,788 shares; 2025Q1: 17,564 shares; 2025Q2: 17,030 shares; 2025Q3: 17,033 shares; 2025Q4: 16,967 shares 16,967 $2.94M 0.04% -66 Timeline IBMQ 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: 43,726 shares; 2024Q4: 73,805 shares; 2025Q1: 81,985 shares; 2025Q2: 83,958 shares; 2025Q3: 96,079 shares; 2025Q4: 115,031 shares 115,031 $2.94M 0.04% +18,952 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: 12,057 shares; 2024Q4: 12,187 shares; 2025Q1: 12,611 shares; 2025Q2: 14,430 shares; 2025Q3: 15,536 shares; 2025Q4: 14,436 shares 14,436 $2.93M 0.04% -1,100 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,417 shares; 2024Q4: 106,138 shares; 2025Q1: 101,588 shares; 2025Q2: 96,648 shares; 2025Q3: 95,537 shares; 2025Q4: 97,205 shares 97,205 $2.92M 0.04% +1,668 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,806 shares; 2024Q4: 16,732 shares; 2025Q1: 16,885 shares; 2025Q2: 18,348 shares; 2025Q3: 18,101 shares; 2025Q4: 17,898 shares 17,898 $2.9M 0.04% -203 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: 19,277 shares; 2024Q4: 20,918 shares; 2025Q1: 23,489 shares; 2025Q2: 28,883 shares; 2025Q3: 33,674 shares; 2025Q4: 28,730 shares 28,730 $2.87M 0.04% -4,944 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: 39,713 shares; 2024Q4: 40,095 shares; 2025Q1: 8,829 shares; 2025Q2: 8,759 shares; 2025Q3: 9,438 shares; 2025Q4: 18,763 shares 18,763 $2.84M 0.04% +9,325 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,103 shares; 2024Q4: 55,459 shares; 2025Q1: 19,867 shares; 2025Q2: 19,028 shares; 2025Q3: 47,929 shares; 2025Q4: 45,359 shares 45,359 $2.83M 0.04% -2,570 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: 7,593 shares; 2024Q4: 15,146 shares; 2025Q1: 14,817 shares; 2025Q2: 15,457 shares; 2025Q3: 14,921 shares; 2025Q4: 15,273 shares 15,273 $2.81M 0.04% +352 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,111 shares; 2024Q4: 16,746 shares; 2025Q1: 186,272 shares; 2025Q2: 188,138 shares; 2025Q3: 195,551 shares; 2025Q4: 195,510 shares 195,510 $2.8M 0.04% -41 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 8,642 shares; 2025Q1: 7,916 shares; 2025Q2: 8,410 shares; 2025Q3: 8,409 shares; 2025Q4: 8,886 shares 8,886 $2.78M 0.04% +477 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,132 shares; 2024Q4: 48,758 shares; 2025Q1: 50,782 shares; 2025Q2: 51,157 shares; 2025Q3: 47,241 shares; 2025Q4: 43,119 shares 43,119 $2.78M 0.04% -4,122 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,731 shares; 2025Q1: 2,818 shares; 2025Q2: 3,035 shares; 2025Q3: 3,095 shares; 2025Q4: 3,153 shares 3,153 $2.77M 0.04% +58 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: 4,620 shares; 2024Q4: 4,534 shares; 2025Q1: 4,453 shares; 2025Q2: 4,517 shares; 2025Q3: 4,651 shares; 2025Q4: 4,520 shares 4,520 $2.77M 0.04% -131 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: 11,695 shares; 2024Q4: 33,606 shares; 2025Q1: 71,530 shares; 2025Q2: 70,347 shares; 2025Q3: 70,361 shares; 2025Q4: 100,211 shares 100,211 $2.75M 0.04% +29,850 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: 4,774 shares; 2024Q4: 4,896 shares; 2025Q1: 5,163 shares; 2025Q2: 5,874 shares; 2025Q3: 6,406 shares; 2025Q4: 6,002 shares 6,002 $2.72M 0.04% -404 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: 6,497 shares; 2024Q4: 6,607 shares; 2025Q1: 7,779 shares; 2025Q2: 9,257 shares; 2025Q3: 8,804 shares; 2025Q4: 8,643 shares 8,643 $2.7M 0.03% -161 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: 24,397 shares; 2024Q4: 21,024 shares; 2025Q1: 26,734 shares; 2025Q2: 32,228 shares; 2025Q3: 36,551 shares; 2025Q4: 32,923 shares 32,923 $2.69M 0.03% -3,628 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: 6,865 shares; 2024Q4: 7,315 shares; 2025Q1: 7,147 shares; 2025Q2: 7,094 shares; 2025Q3: 7,530 shares; 2025Q4: 7,984 shares 7,984 $2.69M 0.03% +454 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: 41,605 shares; 2024Q4: 42,064 shares; 2025Q1: 43,028 shares; 2025Q2: 42,943 shares; 2025Q3: 45,772 shares; 2025Q4: 46,479 shares 46,479 $2.68M 0.03% +707 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: 5,330 shares; 2024Q4: 5,093 shares; 2025Q1: 3,815 shares; 2025Q2: 12,840 shares; 2025Q3: 22,084 shares; 2025Q4: 17,984 shares 17,984 $2.67M 0.03% -4,100 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,955 shares; 2024Q4: 65,798 shares; 2025Q1: 60,623 shares; 2025Q2: 60,924 shares; 2025Q3: 62,382 shares; 2025Q4: 60,263 shares 60,263 $2.67M 0.03% -2,119 Timeline BOXX EA SERIES TRUST More: the full row for EA 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: 23,135 shares 23,135 $2.66M 0.03% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,862 shares; 2024Q4: 48,945 shares; 2025Q1: 41,314 shares; 2025Q2: 42,210 shares; 2025Q3: 41,508 shares; 2025Q4: 40,930 shares 40,930 $2.66M 0.03% -578 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: 7,332 shares; 2024Q4: 6,457 shares; 2025Q1: 9,373 shares; 2025Q2: 7,658 shares; 2025Q3: 11,166 shares; 2025Q4: 12,496 shares 12,496 $2.65M 0.03% +1,330 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA 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: 1,726 shares; 2025Q2: 68,983 shares; 2025Q3: 136,532 shares; 2025Q4: 136,931 shares 136,931 $2.65M 0.03% +399 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 10,799 shares; 2025Q1: 11,340 shares; 2025Q2: 11,239 shares; 2025Q3: 11,320 shares; 2025Q4: 10,459 shares 10,459 $2.65M 0.03% -861 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,851 shares; 2024Q4: 31,178 shares; 2025Q1: 31,153 shares; 2025Q2: 31,153 shares; 2025Q3: 30,893 shares; 2025Q4: 30,003 shares 30,003 $2.64M 0.03% -890 Timeline IBMP 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: 47,873 shares; 2024Q4: 77,283 shares; 2025Q1: 86,483 shares; 2025Q2: 86,483 shares; 2025Q3: 96,604 shares; 2025Q4: 103,895 shares 103,895 $2.64M 0.03% +7,291 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: 10,236 shares; 2024Q4: 10,656 shares; 2025Q1: 11,231 shares; 2025Q2: 11,705 shares; 2025Q3: 14,540 shares; 2025Q4: 14,110 shares 14,110 $2.62M 0.03% -430 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,379 shares; 2024Q4: 32,993 shares; 2025Q1: 33,659 shares; 2025Q2: 33,583 shares; 2025Q3: 33,809 shares; 2025Q4: 31,672 shares 31,672 $2.6M 0.03% -2,137 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: 53,923 shares; 2025Q1: 53,201 shares; 2025Q2: 53,477 shares; 2025Q3: 54,858 shares; 2025Q4: 51,605 shares 51,605 $2.58M 0.03% -3,253 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,214 shares; 2024Q4: 134,457 shares; 2025Q1: 114,296 shares; 2025Q2: 61,125 shares; 2025Q3: 59,583 shares; 2025Q4: 56,344 shares 56,344 $2.57M 0.03% -3,239 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,636 shares; 2024Q4: 28,530 shares; 2025Q1: 25,667 shares; 2025Q2: 25,189 shares; 2025Q3: 25,042 shares; 2025Q4: 23,948 shares 23,948 $2.54M 0.03% -1,094 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 6,390 shares; 2025Q1: 6,424 shares; 2025Q2: 6,792 shares; 2025Q3: 7,350 shares; 2025Q4: 8,154 shares 8,154 $2.53M 0.03% +804 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,141 shares; 2025Q1: 16,367 shares; 2025Q2: 15,782 shares; 2025Q3: 16,010 shares; 2025Q4: 15,156 shares 15,156 $2.52M 0.03% -854 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 17,307 shares; 2025Q2: 17,452 shares; 2025Q3: 17,658 shares; 2025Q4: 16,697 shares 16,697 $2.51M 0.03% -961 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: 9,829 shares; 2024Q4: 9,367 shares; 2025Q1: 17,259 shares; 2025Q2: 17,262 shares; 2025Q3: 16,882 shares; 2025Q4: 16,819 shares 16,819 $2.51M 0.03% -63 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,415 shares; 2024Q4: 102,464 shares; 2025Q1: 102,437 shares; 2025Q2: 102,137 shares; 2025Q3: 102,061 shares; 2025Q4: 94,231 shares 94,231 $2.48M 0.03% -7,830 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES 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: 48,367 shares; 2025Q3: 102,796 shares; 2025Q4: 109,805 shares 109,805 $2.45M 0.03% +7,009 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: 3,646 shares; 2024Q4: 5,463 shares; 2025Q1: 5,414 shares; 2025Q2: 9,437 shares; 2025Q3: 12,717 shares; 2025Q4: 10,036 shares 10,036 $2.44M 0.03% -2,681 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: 11,612 shares; 2024Q4: 12,571 shares; 2025Q1: 11,643 shares; 2025Q2: 10,941 shares; 2025Q3: 11,165 shares; 2025Q4: 10,872 shares 10,872 $2.43M 0.03% -293 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: 2,370 shares; 2024Q4: not reported; 2025Q1: 2,508 shares; 2025Q2: 4,886 shares; 2025Q3: 8,553 shares; 2025Q4: 8,716 shares 8,716 $2.4M 0.03% +163 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: 5,146 shares; 2024Q4: 5,454 shares; 2025Q1: 5,876 shares; 2025Q2: 6,295 shares; 2025Q3: 6,599 shares; 2025Q4: 6,154 shares 6,154 $2.4M 0.03% -445 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,517 shares; 2024Q4: 58,048 shares; 2025Q1: 67,360 shares; 2025Q2: 67,114 shares; 2025Q3: 68,032 shares; 2025Q4: 64,900 shares 64,900 $2.39M 0.03% -3,132 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: 13,486 shares; 2024Q4: 13,295 shares; 2025Q1: 14,087 shares; 2025Q2: 18,802 shares; 2025Q3: 23,877 shares; 2025Q4: 20,427 shares 20,427 $2.37M 0.03% -3,450 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: 12,098 shares; 2024Q4: 12,452 shares; 2025Q1: 5,429 shares; 2025Q2: 5,143 shares; 2025Q3: 4,912 shares; 2025Q4: 4,888 shares 4,888 $2.36M 0.03% -24 Timeline IBDR 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: 100,695 shares; 2024Q4: 94,173 shares; 2025Q1: 106,289 shares; 2025Q2: 94,007 shares; 2025Q3: 92,306 shares; 2025Q4: 97,424 shares 97,424 $2.36M 0.03% +5,118 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: 29,946 shares; 2024Q4: 30,805 shares; 2025Q1: 28,205 shares; 2025Q2: 28,067 shares; 2025Q3: 29,232 shares; 2025Q4: 29,251 shares 29,251 $2.33M 0.03% +19 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: 11,514 shares; 2024Q4: 11,941 shares; 2025Q1: 12,360 shares; 2025Q2: 13,589 shares; 2025Q3: 12,834 shares; 2025Q4: 12,564 shares 12,564 $2.33M 0.03% -270 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 6,457 shares; 2025Q1: 6,130 shares; 2025Q2: 5,729 shares; 2025Q3: 42,347 shares; 2025Q4: 38,377 shares 38,377 $2.3M 0.03% -3,970 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,539 shares; 2025Q1: 4,475 shares; 2025Q2: 5,015 shares; 2025Q3: 6,800 shares; 2025Q4: 6,716 shares 6,716 $2.3M 0.03% -84 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,953 shares; 2024Q4: 13,815 shares; 2025Q1: 12,900 shares; 2025Q2: 12,854 shares; 2025Q3: 11,548 shares; 2025Q4: 11,273 shares 11,273 $2.29M 0.03% -275 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: 15,560 shares; 2024Q4: 15,590 shares; 2025Q1: 18,070 shares; 2025Q2: 21,378 shares; 2025Q3: 19,667 shares; 2025Q4: 17,267 shares 17,267 $2.29M 0.03% -2,400 Timeline DCOR 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: 15,969 shares; 2025Q2: 15,985 shares; 2025Q3: 22,678 shares; 2025Q4: 31,095 shares 31,095 $2.29M 0.03% +8,417 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,781 shares; 2025Q1: 31,725 shares; 2025Q2: 31,674 shares; 2025Q3: 33,116 shares; 2025Q4: 29,276 shares 29,276 $2.28M 0.03% -3,840 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: not reported; 2025Q1: 62,220 shares; 2025Q2: 62,153 shares; 2025Q3: 62,492 shares; 2025Q4: 59,195 shares 59,195 $2.28M 0.03% -3,297 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: 12,108 shares; 2024Q4: 12,590 shares; 2025Q1: 13,840 shares; 2025Q2: 13,864 shares; 2025Q3: 13,224 shares; 2025Q4: 12,801 shares 12,801 $2.28M 0.03% -423 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,141 shares; 2024Q4: 11,504 shares; 2025Q1: 11,694 shares; 2025Q2: 23,452 shares; 2025Q3: 35,261 shares; 2025Q4: 28,087 shares 28,087 $2.21M 0.03% -7,174 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,703 shares; 2024Q4: 30,797 shares; 2025Q1: 20,672 shares; 2025Q2: 21,383 shares; 2025Q3: 25,584 shares; 2025Q4: 29,287 shares 29,287 $2.21M 0.03% +3,703 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: 11,020 shares; 2024Q4: 10,960 shares; 2025Q1: 11,161 shares; 2025Q2: 15,929 shares; 2025Q3: 20,705 shares; 2025Q4: 18,425 shares 18,425 $2.21M 0.03% -2,280 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,085 shares; 2024Q4: 26,128 shares; 2025Q1: 28,824 shares; 2025Q2: 28,658 shares; 2025Q3: 28,395 shares; 2025Q4: 27,083 shares 27,083 $2.18M 0.03% -1,312 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: 4,009 shares; 2024Q4: 4,197 shares; 2025Q1: 4,285 shares; 2025Q2: 4,330 shares; 2025Q3: 4,590 shares; 2025Q4: 4,445 shares 4,445 $2.18M 0.03% -145 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,388 shares; 2024Q4: 43,475 shares; 2025Q1: 36,451 shares; 2025Q2: 36,705 shares; 2025Q3: 37,019 shares; 2025Q4: 36,086 shares 36,086 $2.18M 0.03% -933 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,364 shares; 2024Q4: 20,717 shares; 2025Q1: 51,717 shares; 2025Q2: 58,545 shares; 2025Q3: 45,173 shares; 2025Q4: 42,697 shares 42,697 $2.17M 0.03% -2,476 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,768 shares; 2025Q1: 1,893 shares; 2025Q2: 2,850 shares; 2025Q3: 4,223 shares; 2025Q4: 3,727 shares 3,727 $2.16M 0.03% -496 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 3,803 shares; 2025Q1: 3,818 shares; 2025Q2: 3,648 shares; 2025Q3: 14,271 shares; 2025Q4: 17,744 shares 17,744 $2.16M 0.03% +3,473 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: 7,299 shares; 2024Q4: 7,534 shares; 2025Q1: 7,731 shares; 2025Q2: 9,572 shares; 2025Q3: 10,620 shares; 2025Q4: 8,352 shares 8,352 $2.15M 0.03% -2,268 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 9,280 shares; 2025Q1: 8,652 shares; 2025Q2: 7,715 shares; 2025Q3: 31,697 shares; 2025Q4: 30,575 shares 30,575 $2.14M 0.03% -1,122 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,910 shares; 2024Q4: 12,460 shares; 2025Q1: 11,659 shares; 2025Q2: 11,802 shares; 2025Q3: 11,904 shares; 2025Q4: 11,774 shares 11,774 $2.13M 0.03% -130 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,271 shares; 2024Q4: 10,834 shares; 2025Q1: 10,737 shares; 2025Q2: 11,005 shares; 2025Q3: 11,370 shares; 2025Q4: 10,738 shares 10,738 $2.13M 0.03% -632 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: 40,526 shares; 2024Q4: 38,544 shares; 2025Q1: 40,178 shares; 2025Q2: 56,334 shares; 2025Q3: 55,289 shares; 2025Q4: 53,300 shares 53,300 $2.11M 0.03% -1,989 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: 5,454 shares; 2024Q4: 5,577 shares; 2025Q1: 5,420 shares; 2025Q2: 6,565 shares; 2025Q3: 7,689 shares; 2025Q4: 6,475 shares 6,475 $2.1M 0.03% -1,214 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,662 shares; 2024Q4: 56,491 shares; 2025Q1: 54,383 shares; 2025Q2: 54,111 shares; 2025Q3: 123,865 shares; 2025Q4: 105,568 shares 105,568 $2.08M 0.03% -18,297 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 806 shares; 2025Q1: 5,016 shares; 2025Q2: 4,917 shares; 2025Q3: 5,050 shares; 2025Q4: 4,978 shares 4,978 $2.08M 0.03% -72 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: 16,050 shares; 2024Q4: 17,073 shares; 2025Q1: 15,792 shares; 2025Q2: 12,625 shares; 2025Q3: 15,012 shares; 2025Q4: 17,202 shares 17,202 $2.07M 0.03% +2,190 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: 4,140 shares; 2024Q4: 4,927 shares; 2025Q1: 5,238 shares; 2025Q2: 5,407 shares; 2025Q3: 4,682 shares; 2025Q4: 12,834 shares 12,834 $2.07M 0.03% +8,152 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: 4,186 shares; 2024Q4: 3,917 shares; 2025Q1: 4,793 shares; 2025Q2: 5,507 shares; 2025Q3: 5,974 shares; 2025Q4: 5,883 shares 5,883 $2.06M 0.03% -91 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,328 shares; 2025Q1: 1,235 shares; 2025Q2: 1,147 shares; 2025Q3: 1,170 shares; 2025Q4: 1,216 shares 1,216 $2.06M 0.03% +46 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: not reported; 2025Q1: 46,203 shares; 2025Q2: 45,894 shares; 2025Q3: 45,890 shares; 2025Q4: 44,555 shares 44,555 $2.05M 0.03% -1,335 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,656 shares; 2024Q4: 5,894 shares; 2025Q1: 5,906 shares; 2025Q2: 6,367 shares; 2025Q3: 6,219 shares; 2025Q4: 5,784 shares 5,784 $2.04M 0.03% -435 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 8,438 shares; 2025Q1: 8,978 shares; 2025Q2: 9,808 shares; 2025Q3: 11,734 shares; 2025Q4: 9,765 shares 9,765 $2.04M 0.03% -1,969 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: 22,111 shares; 2024Q4: 22,272 shares; 2025Q1: 23,308 shares; 2025Q2: 31,744 shares; 2025Q3: 35,904 shares; 2025Q4: 33,634 shares 33,634 $2.02M 0.03% -2,270 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: 23,897 shares; 2024Q4: 20,975 shares; 2025Q1: 20,980 shares; 2025Q2: 20,579 shares; 2025Q3: 9,505 shares; 2025Q4: 9,505 shares 9,505 $2.01M 0.03% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,471 shares; 2025Q1: 3,673 shares; 2025Q2: 3,901 shares; 2025Q3: 4,142 shares; 2025Q4: 4,278 shares 4,278 $2M 0.03% +136 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: 5,796 shares; 2024Q4: 5,893 shares; 2025Q1: 5,728 shares; 2025Q2: 6,480 shares; 2025Q3: 6,993 shares; 2025Q4: 7,139 shares 7,139 $1.99M 0.03% +146 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: 1,316 shares; 2024Q4: 1,371 shares; 2025Q1: 1,389 shares; 2025Q2: 20,800 shares; 2025Q3: 21,744 shares; 2025Q4: 21,789 shares 21,789 $1.99M 0.03% +45 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,129 shares; 2024Q4: 9,559 shares; 2025Q1: 4,039 shares; 2025Q2: 8,176 shares; 2025Q3: not reported; 2025Q4: 83,578 shares 83,578 $1.98M 0.03% new 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: 14,455 shares; 2024Q4: 14,288 shares; 2025Q1: 15,554 shares; 2025Q2: 15,444 shares; 2025Q3: 14,023 shares; 2025Q4: 14,023 shares 14,023 $1.98M 0.03% 0 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: 4,220 shares; 2024Q4: 4,347 shares; 2025Q1: 4,357 shares; 2025Q2: 4,828 shares; 2025Q3: 5,334 shares; 2025Q4: 4,686 shares 4,686 $1.98M 0.03% -648 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: 6,462 shares; 2024Q4: 6,328 shares; 2025Q1: 7,134 shares; 2025Q2: 8,384 shares; 2025Q3: 8,616 shares; 2025Q4: 8,657 shares 8,657 $1.97M 0.03% +41 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: 22,229 shares; 2024Q4: 21,391 shares; 2025Q1: 21,391 shares; 2025Q2: 21,205 shares; 2025Q3: 20,855 shares; 2025Q4: 20,731 shares 20,731 $1.95M 0.03% -124 Timeline IBMT 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: 10,174 shares; 2025Q4: 74,465 shares 74,465 $1.93M 0.02% +64,291 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,467 shares; 2024Q4: 19,512 shares; 2025Q1: 19,525 shares; 2025Q2: 19,671 shares; 2025Q3: 19,852 shares; 2025Q4: 20,312 shares 20,312 $1.93M 0.02% +460 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: 21,164 shares; 2024Q4: 20,048 shares; 2025Q1: 19,988 shares; 2025Q2: 21,060 shares; 2025Q3: 32,100 shares; 2025Q4: 31,680 shares 31,680 $1.93M 0.02% -420 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,661 shares; 2024Q4: 17,489 shares; 2025Q1: 18,600 shares; 2025Q2: 18,688 shares; 2025Q3: 18,915 shares; 2025Q4: 18,318 shares 18,318 $1.92M 0.02% -597 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: 11,127 shares; 2024Q4: 11,576 shares; 2025Q1: 10,524 shares; 2025Q2: 13,084 shares; 2025Q3: 15,544 shares; 2025Q4: 12,366 shares 12,366 $1.91M 0.02% -3,178 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,654 shares; 2024Q4: 40,650 shares; 2025Q1: 34,322 shares; 2025Q2: 34,258 shares; 2025Q3: 35,448 shares; 2025Q4: 36,373 shares 36,373 $1.9M 0.02% +925 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,649 shares; 2024Q4: 14,374 shares; 2025Q1: 28,850 shares; 2025Q2: 28,882 shares; 2025Q3: 29,646 shares; 2025Q4: 29,602 shares 29,602 $1.89M 0.02% -44 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,570 shares; 2025Q1: 3,768 shares; 2025Q2: 3,680 shares; 2025Q3: 16,291 shares; 2025Q4: 15,074 shares 15,074 $1.89M 0.02% -1,217 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,209 shares; 2024Q4: 47,621 shares; 2025Q1: 54,885 shares; 2025Q2: 54,716 shares; 2025Q3: 55,288 shares; 2025Q4: 52,297 shares 52,297 $1.89M 0.02% -2,991 Timeline IBDT 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: 78,113 shares; 2024Q4: 73,432 shares; 2025Q1: 78,838 shares; 2025Q2: 73,304 shares; 2025Q3: 74,052 shares; 2025Q4: 74,052 shares 74,052 $1.88M 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 8,131 shares; 2025Q1: 8,083 shares; 2025Q2: 10,177 shares; 2025Q3: 12,085 shares; 2025Q4: 11,526 shares 11,526 $1.86M 0.02% -559 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: 4,574 shares; 2024Q4: 5,111 shares; 2025Q1: 5,313 shares; 2025Q2: 6,429 shares; 2025Q3: 7,330 shares; 2025Q4: 6,807 shares 6,807 $1.86M 0.02% -523 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: 6,746 shares; 2024Q4: 6,711 shares; 2025Q1: 7,589 shares; 2025Q2: 7,477 shares; 2025Q3: 7,810 shares; 2025Q4: 9,013 shares 9,013 $1.85M 0.02% +1,203 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: 7,947 shares; 2024Q4: 7,764 shares; 2025Q1: 8,041 shares; 2025Q2: 13,106 shares; 2025Q3: 17,671 shares; 2025Q4: 13,324 shares 13,324 $1.84M 0.02% -4,347 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: 2,100 shares; 2024Q4: 1,888 shares; 2025Q1: 1,958 shares; 2025Q2: 1,945 shares; 2025Q3: 1,981 shares; 2025Q4: 1,964 shares 1,964 $1.83M 0.02% -17 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,915 shares; 2025Q1: 3,338 shares; 2025Q2: 3,721 shares; 2025Q3: 4,438 shares; 2025Q4: 3,820 shares 3,820 $1.79M 0.02% -618 Timeline IBDS 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: 72,655 shares; 2024Q4: 67,669 shares; 2025Q1: 78,793 shares; 2025Q2: 73,027 shares; 2025Q3: 73,810 shares; 2025Q4: 73,810 shares 73,810 $1.79M 0.02% 0 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: 754 shares; 2025Q2: not reported; 2025Q3: 6,851 shares; 2025Q4: 6,490 shares 6,490 $1.79M 0.02% -361 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: 29,133 shares; 2024Q4: 36,287 shares; 2025Q1: 35,233 shares; 2025Q2: 28,608 shares; 2025Q3: 37,937 shares; 2025Q4: 32,808 shares 32,808 $1.77M 0.02% -5,129 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: 13,797 shares; 2024Q4: 13,229 shares; 2025Q1: 12,246 shares; 2025Q2: 10,846 shares; 2025Q3: 14,592 shares; 2025Q4: 14,449 shares 14,449 $1.76M 0.02% -143 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,421 shares; 2024Q4: 5,727 shares; 2025Q1: 5,353 shares; 2025Q2: 5,263 shares; 2025Q3: 5,632 shares; 2025Q4: 5,198 shares 5,198 $1.75M 0.02% -434 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 20,889 shares; 2025Q1: 20,927 shares; 2025Q2: 20,891 shares; 2025Q3: 18,337 shares; 2025Q4: 18,371 shares 18,371 $1.75M 0.02% +34 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: 18,126 shares; 2024Q4: 18,530 shares; 2025Q1: 14,763 shares; 2025Q2: 21,932 shares; 2025Q3: 22,925 shares; 2025Q4: 24,456 shares 24,456 $1.75M 0.02% +1,531 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,953 shares; 2025Q1: 3,019 shares; 2025Q2: 3,791 shares; 2025Q3: 4,384 shares; 2025Q4: 3,416 shares 3,416 $1.75M 0.02% -968 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,855 shares; 2024Q4: 22,957 shares; 2025Q1: 22,262 shares; 2025Q2: 50,933 shares; 2025Q3: 78,898 shares; 2025Q4: 58,493 shares 58,493 $1.74M 0.02% -20,405 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: 13,072 shares; 2024Q4: 12,944 shares; 2025Q1: 13,748 shares; 2025Q2: 13,917 shares; 2025Q3: 18,885 shares; 2025Q4: 17,001 shares 17,001 $1.73M 0.02% -1,884 Timeline MLPX 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: 22,250 shares; 2024Q4: 25,460 shares; 2025Q1: 30,158 shares; 2025Q2: 30,025 shares; 2025Q3: 28,449 shares; 2025Q4: 28,593 shares 28,593 $1.73M 0.02% +144 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 533 shares; 2025Q1: 536 shares; 2025Q2: 526 shares; 2025Q3: 531 shares; 2025Q4: 510 shares 510 $1.73M 0.02% -21 Timeline IBDU 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: 74,847 shares; 2024Q4: 75,083 shares; 2025Q1: 75,083 shares; 2025Q2: 71,200 shares; 2025Q3: 72,014 shares; 2025Q4: 73,423 shares 73,423 $1.72M 0.02% +1,409 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,913 shares; 2024Q4: 62,107 shares; 2025Q1: 12,927 shares; 2025Q2: 21,840 shares; 2025Q3: 29,636 shares; 2025Q4: 19,590 shares 19,590 $1.72M 0.02% -10,046 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: 19,885 shares; 2024Q4: 20,305 shares; 2025Q1: 21,489 shares; 2025Q2: 20,379 shares; 2025Q3: 20,790 shares; 2025Q4: 21,023 shares 21,023 $1.71M 0.02% +233 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: 187,947 shares; 2024Q4: 187,430 shares; 2025Q1: 72,209 shares; 2025Q2: 71,147 shares; 2025Q3: 64,422 shares; 2025Q4: 57,039 shares 57,039 $1.7M 0.02% -7,383 Timeline IBDV 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: 88,232 shares; 2024Q4: 77,731 shares; 2025Q1: 77,731 shares; 2025Q2: 75,583 shares; 2025Q3: 75,583 shares; 2025Q4: 77,077 shares 77,077 $1.7M 0.02% +1,494 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 922 shares; 2025Q2: 13,680 shares; 2025Q3: 21,621 shares; 2025Q4: 21,184 shares 21,184 $1.69M 0.02% -437 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 4,950 shares; 2025Q1: 5,049 shares; 2025Q2: 4,940 shares; 2025Q3: 5,482 shares; 2025Q4: 5,803 shares 5,803 $1.68M 0.02% +321 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: 29,801 shares; 2024Q4: 25,096 shares; 2025Q1: 24,856 shares; 2025Q2: 22,674 shares; 2025Q3: 22,096 shares; 2025Q4: 20,890 shares 20,890 $1.68M 0.02% -1,206 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,771 shares; 2024Q4: 66,883 shares; 2025Q1: 66,730 shares; 2025Q2: 61,768 shares; 2025Q3: 61,097 shares; 2025Q4: 58,781 shares 58,781 $1.67M 0.02% -2,316 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: 5,508 shares; 2025Q1: 10,224 shares; 2025Q2: 8,117 shares; 2025Q3: 22,898 shares; 2025Q4: 20,557 shares 20,557 $1.67M 0.02% -2,341 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,449 shares; 2025Q1: 2,420 shares; 2025Q2: 2,439 shares; 2025Q3: 2,058 shares; 2025Q4: 2,051 shares 2,051 $1.66M 0.02% -7 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,060 shares; 2024Q4: 38,053 shares; 2025Q1: 41,690 shares; 2025Q2: 42,171 shares; 2025Q3: 43,470 shares; 2025Q4: 41,149 shares 41,149 $1.65M 0.02% -2,321 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,420 shares; 2024Q4: 17,877 shares; 2025Q1: 16,910 shares; 2025Q2: 17,894 shares; 2025Q3: 19,346 shares; 2025Q4: 20,618 shares 20,618 $1.63M 0.02% +1,272 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: 8,180 shares; 2024Q4: 8,483 shares; 2025Q1: 8,545 shares; 2025Q2: 7,287 shares; 2025Q3: 7,759 shares; 2025Q4: 7,809 shares 7,809 $1.63M 0.02% +50 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,400 shares; 2024Q4: 12,352 shares; 2025Q1: 18,282 shares; 2025Q2: 17,634 shares; 2025Q3: 19,015 shares; 2025Q4: 20,348 shares 20,348 $1.61M 0.02% +1,333 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: 26,188 shares; 2024Q4: 28,982 shares; 2025Q1: 31,158 shares; 2025Q2: 37,192 shares; 2025Q3: 32,273 shares; 2025Q4: 29,951 shares 29,951 $1.61M 0.02% -2,322 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,406 shares; 2025Q1: 3,434 shares; 2025Q2: 3,364 shares; 2025Q3: 3,508 shares; 2025Q4: 3,628 shares 3,628 $1.61M 0.02% +120 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 5,626 shares; 2025Q1: 6,000 shares; 2025Q2: 6,208 shares; 2025Q3: 5,868 shares; 2025Q4: 5,850 shares 5,850 $1.61M 0.02% -18 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: 7,648 shares; 2024Q4: 8,087 shares; 2025Q1: 8,006 shares; 2025Q2: 8,530 shares; 2025Q3: 6,913 shares; 2025Q4: 6,520 shares 6,520 $1.61M 0.02% -393 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: 5,134 shares; 2024Q4: 6,443 shares; 2025Q1: 6,931 shares; 2025Q2: 7,517 shares; 2025Q3: 9,832 shares; 2025Q4: 9,824 shares 9,824 $1.59M 0.02% -8 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: 39,338 shares; 2024Q4: 39,180 shares; 2025Q1: 39,202 shares; 2025Q2: 64,837 shares; 2025Q3: 79,768 shares; 2025Q4: 68,159 shares 68,159 $1.59M 0.02% -11,609 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: 26,777 shares; 2024Q4: 24,806 shares; 2025Q1: 17,723 shares; 2025Q2: 16,912 shares; 2025Q3: 16,816 shares; 2025Q4: 17,147 shares 17,147 $1.58M 0.02% +331 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: 5,556 shares; 2024Q4: 6,115 shares; 2025Q1: 6,125 shares; 2025Q2: 6,479 shares; 2025Q3: 7,021 shares; 2025Q4: 5,454 shares 5,454 $1.57M 0.02% -1,567 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,599 shares; 2025Q1: 1,592 shares; 2025Q2: 2,337 shares; 2025Q3: 3,101 shares; 2025Q4: 2,517 shares 2,517 $1.57M 0.02% -584 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: 11,142 shares; 2024Q4: 10,942 shares; 2025Q1: 9,256 shares; 2025Q2: 9,876 shares; 2025Q3: 9,120 shares; 2025Q4: 9,782 shares 9,782 $1.57M 0.02% +662 Timeline IBDW 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: 73,088 shares; 2024Q4: 75,623 shares; 2025Q1: 75,623 shares; 2025Q2: 76,603 shares; 2025Q3: 73,782 shares; 2025Q4: 73,782 shares 73,782 $1.56M 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,460 shares; 2024Q4: 16,058 shares; 2025Q1: 15,372 shares; 2025Q2: 19,552 shares; 2025Q3: 19,817 shares; 2025Q4: 20,343 shares 20,343 $1.56M 0.02% +526 Timeline IUSB 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: 47,235 shares; 2024Q4: 42,260 shares; 2025Q1: 40,605 shares; 2025Q2: 40,101 shares; 2025Q3: 34,857 shares; 2025Q4: 33,375 shares 33,375 $1.55M 0.02% -1,482 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,685 shares; 2024Q4: 7,369 shares; 2025Q1: 7,358 shares; 2025Q2: 9,440 shares; 2025Q3: 11,698 shares; 2025Q4: 8,411 shares 8,411 $1.55M 0.02% -3,287 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: 3,142 shares; 2024Q4: 3,883 shares; 2025Q1: 3,738 shares; 2025Q2: 3,458 shares; 2025Q3: 3,641 shares; 2025Q4: 3,981 shares 3,981 $1.55M 0.02% +340 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: not reported; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 7,587 shares; 2025Q3: 14,416 shares; 2025Q4: 14,416 shares 14,416 $1.54M 0.02% 0 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: 12,392 shares; 2024Q4: 12,185 shares; 2025Q1: 12,310 shares; 2025Q2: 11,815 shares; 2025Q3: 11,751 shares; 2025Q4: 11,945 shares 11,945 $1.5M 0.02% +194 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,345 shares; 2024Q4: 13,437 shares; 2025Q1: 13,437 shares; 2025Q2: 31,371 shares; 2025Q3: 46,994 shares; 2025Q4: 36,448 shares 36,448 $1.47M 0.02% -10,546 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 736 shares; 2025Q2: 1,769 shares; 2025Q3: 2,748 shares; 2025Q4: 1,955 shares 1,955 $1.47M 0.02% -793 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 413 shares; 2025Q1: 361 shares; 2025Q2: 482 shares; 2025Q3: 699 shares; 2025Q4: 723 shares 723 $1.46M 0.02% +24 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,267 shares; 2024Q4: 20,567 shares; 2025Q1: 23,206 shares; 2025Q2: 23,175 shares; 2025Q3: 21,999 shares; 2025Q4: 25,429 shares 25,429 $1.46M 0.02% +3,430 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: 49,446 shares; 2024Q4: 43,185 shares; 2025Q1: 46,314 shares; 2025Q2: 47,580 shares; 2025Q3: 47,256 shares; 2025Q4: 39,740 shares 39,740 $1.44M 0.02% -7,516 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,722 shares; 2024Q4: 54,096 shares; 2025Q1: 54,096 shares; 2025Q2: 54,096 shares; 2025Q3: 54,096 shares; 2025Q4: 54,096 shares 54,096 $1.44M 0.02% 0 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: 6,765 shares; 2024Q4: 6,594 shares; 2025Q1: 6,594 shares; 2025Q2: 6,425 shares; 2025Q3: 7,309 shares; 2025Q4: 6,684 shares 6,684 $1.43M 0.02% -625 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 7,379 shares; 2025Q1: 7,921 shares; 2025Q2: 8,582 shares; 2025Q3: 9,084 shares; 2025Q4: 8,979 shares 8,979 $1.43M 0.02% -105 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: 2,168 shares; 2024Q4: 3,384 shares; 2025Q1: 3,372 shares; 2025Q2: 2,771 shares; 2025Q3: 3,010 shares; 2025Q4: 2,504 shares 2,504 $1.43M 0.02% -506 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,224 shares; 2024Q4: 13,534 shares; 2025Q1: 13,764 shares; 2025Q2: 14,507 shares; 2025Q3: 16,951 shares; 2025Q4: 20,548 shares 20,548 $1.43M 0.02% +3,597 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,311 shares; 2025Q1: 1,338 shares; 2025Q2: 1,094 shares; 2025Q3: 2,027 shares; 2025Q4: 1,847 shares 1,847 $1.43M 0.02% -180 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,198 shares; 2024Q4: 25,791 shares; 2025Q1: 29,345 shares; 2025Q2: 161,282 shares; 2025Q3: 307,789 shares; 2025Q4: 266,662 shares 266,662 $1.41M 0.02% -41,127 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: 2,551 shares; 2024Q4: 2,612 shares; 2025Q1: 2,635 shares; 2025Q2: 2,658 shares; 2025Q3: 2,685 shares; 2025Q4: 2,742 shares 2,742 $1.4M 0.02% +57 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,464 shares; 2025Q1: 3,984 shares; 2025Q2: 6,352 shares; 2025Q3: 8,308 shares; 2025Q4: 8,111 shares 8,111 $1.4M 0.02% -197 Timeline IBDX 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: 49,085 shares; 2024Q4: 58,014 shares; 2025Q1: 58,014 shares; 2025Q2: 58,851 shares; 2025Q3: 54,291 shares; 2025Q4: 54,646 shares 54,646 $1.4M 0.02% +355 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,863 shares; 2024Q4: 24,891 shares; 2025Q1: 25,889 shares; 2025Q2: 26,179 shares; 2025Q3: 27,292 shares; 2025Q4: 30,080 shares 30,080 $1.39M 0.02% +2,788 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 125 shares; 2025Q2: 12,125 shares; 2025Q3: 25,241 shares; 2025Q4: 26,746 shares 26,746 $1.39M 0.02% +1,505 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: 4,153 shares; 2024Q4: 4,481 shares; 2025Q1: 4,452 shares; 2025Q2: 4,639 shares; 2025Q3: 5,120 shares; 2025Q4: 5,270 shares 5,270 $1.38M 0.02% +150 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 3,009 shares; 2025Q1: 2,831 shares; 2025Q2: 2,779 shares; 2025Q3: 2,592 shares; 2025Q4: 17,863 shares 17,863 $1.38M 0.02% +15,271 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: 4,935 shares; 2024Q4: 4,992 shares; 2025Q1: 4,847 shares; 2025Q2: 4,420 shares; 2025Q3: 4,275 shares; 2025Q4: 4,779 shares 4,779 $1.38M 0.02% +504 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,204 shares; 2024Q4: 13,283 shares; 2025Q1: 14,025 shares; 2025Q2: 12,208 shares; 2025Q3: 11,102 shares; 2025Q4: 10,687 shares 10,687 $1.38M 0.02% -415 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,368 shares; 2025Q1: 2,050 shares; 2025Q2: 2,363 shares; 2025Q3: 2,267 shares; 2025Q4: 2,267 shares 2,267 $1.37M 0.02% 0 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: 6,114 shares; 2024Q4: 6,318 shares; 2025Q1: 6,538 shares; 2025Q2: 7,044 shares; 2025Q3: 8,297 shares; 2025Q4: 7,376 shares 7,376 $1.37M 0.02% -921 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,309 shares; 2024Q4: 44,813 shares; 2025Q1: 40,113 shares; 2025Q2: 39,278 shares; 2025Q3: 36,856 shares; 2025Q4: 36,858 shares 36,858 $1.36M 0.02% +2 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,117 shares; 2024Q4: 8,572 shares; 2025Q1: 7,615 shares; 2025Q2: 12,480 shares; 2025Q3: 17,306 shares; 2025Q4: 15,290 shares 15,290 $1.35M 0.02% -2,016 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 3,840 shares; 2025Q3: 20,976 shares; 2025Q4: 20,946 shares 20,946 $1.35M 0.02% -30 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 5,211 shares; 2025Q1: 5,329 shares; 2025Q2: 4,846 shares; 2025Q3: 4,496 shares; 2025Q4: 4,561 shares 4,561 $1.35M 0.02% +65 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,481 shares; 2024Q4: 37,633 shares; 2025Q1: 32,207 shares; 2025Q2: 42,073 shares; 2025Q3: 41,076 shares; 2025Q4: 36,457 shares 36,457 $1.35M 0.02% -4,619 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,742 shares; 2024Q4: 10,706 shares; 2025Q1: 11,235 shares; 2025Q2: 14,708 shares; 2025Q3: 18,385 shares; 2025Q4: 15,701 shares 15,701 $1.34M 0.02% -2,684 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,802 shares; 2024Q4: 18,446 shares; 2025Q1: 19,537 shares; 2025Q2: 30,535 shares; 2025Q3: 37,612 shares; 2025Q4: 30,768 shares 30,768 $1.34M 0.02% -6,844 Timeline IBDY 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: 41,198 shares; 2024Q4: 53,119 shares; 2025Q1: 53,119 shares; 2025Q2: 53,942 shares; 2025Q3: 49,500 shares; 2025Q4: 50,761 shares 50,761 $1.33M 0.02% +1,261 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: 5,203 shares; 2024Q4: 11,017 shares; 2025Q1: 9,750 shares; 2025Q2: 9,682 shares; 2025Q3: 10,907 shares; 2025Q4: 9,294 shares 9,294 $1.31M 0.02% -1,613 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: 19,954 shares; 2024Q4: 20,137 shares; 2025Q1: 20,062 shares; 2025Q2: 17,864 shares; 2025Q3: 6,919 shares; 2025Q4: 7,943 shares 7,943 $1.29M 0.02% +1,024 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: 25,224 shares; 2024Q4: 25,691 shares; 2025Q1: 26,533 shares; 2025Q2: 25,665 shares; 2025Q3: 25,337 shares; 2025Q4: 25,313 shares 25,313 $1.29M 0.02% -24 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,479 shares; 2025Q1: 1,626 shares; 2025Q2: 1,585 shares; 2025Q3: 1,747 shares; 2025Q4: 1,893 shares 1,893 $1.28M 0.02% +146 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: 5,379 shares; 2024Q4: 5,709 shares; 2025Q1: 5,870 shares; 2025Q2: 5,965 shares; 2025Q3: 7,978 shares; 2025Q4: 6,763 shares 6,763 $1.27M 0.02% -1,215 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,439 shares; 2024Q4: 25,586 shares; 2025Q1: 25,569 shares; 2025Q2: 25,640 shares; 2025Q3: 26,199 shares; 2025Q4: 21,696 shares 21,696 $1.27M 0.02% -4,503 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,965 shares; 2024Q4: 25,862 shares; 2025Q1: 8,725 shares; 2025Q2: 8,899 shares; 2025Q3: 9,340 shares; 2025Q4: 9,400 shares 9,400 $1.27M 0.02% +60 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 3,705 shares; 2025Q1: 3,857 shares; 2025Q2: 4,911 shares; 2025Q3: 5,562 shares; 2025Q4: 4,421 shares 4,421 $1.27M 0.02% -1,141 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,458 shares; 2025Q1: 1,388 shares; 2025Q2: 1,584 shares; 2025Q3: 1,631 shares; 2025Q4: 1,647 shares 1,647 $1.26M 0.02% +16 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,166 shares; 2024Q4: 7,930 shares; 2025Q1: 6,830 shares; 2025Q2: 6,900 shares; 2025Q3: 6,568 shares; 2025Q4: 7,731 shares 7,731 $1.26M 0.02% +1,163 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: 3,299 shares; 2024Q4: 3,399 shares; 2025Q1: 3,426 shares; 2025Q2: 3,584 shares; 2025Q3: 3,482 shares; 2025Q4: 3,723 shares 3,723 $1.26M 0.02% +241 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,784 shares; 2025Q1: 5,599 shares; 2025Q2: 5,715 shares; 2025Q3: 5,667 shares; 2025Q4: 6,015 shares 6,015 $1.23M 0.02% +348 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: 5,727 shares; 2024Q4: 12,596 shares; 2025Q1: 13,317 shares; 2025Q2: 13,522 shares; 2025Q3: 13,653 shares; 2025Q4: 13,340 shares 13,340 $1.23M 0.02% -313 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,783 shares 18,783 $1.23M 0.02% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,701 shares; 2024Q4: 14,881 shares; 2025Q1: 15,829 shares; 2025Q2: 48,009 shares; 2025Q3: 85,855 shares; 2025Q4: 75,699 shares 75,699 $1.22M 0.02% -10,156 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: 3,915 shares; 2024Q4: 3,813 shares; 2025Q1: 4,640 shares; 2025Q2: 5,111 shares; 2025Q3: 5,087 shares; 2025Q4: 5,605 shares 5,605 $1.22M 0.02% +518 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,585 shares; 2025Q3: 24,905 shares; 2025Q4: 26,509 shares 26,509 $1.2M 0.02% +1,604 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 1,859 shares; 2025Q2: 29,924 shares; 2025Q3: 79,863 shares; 2025Q4: 79,842 shares 79,842 $1.2M 0.02% -21 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: 42,217 shares; 2024Q4: 41,278 shares; 2025Q1: 39,594 shares; 2025Q2: 45,965 shares; 2025Q3: 44,158 shares; 2025Q4: 43,366 shares 43,366 $1.19M 0.02% -792 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,806 shares; 2024Q4: 20,211 shares; 2025Q1: 6,097 shares; 2025Q2: 6,515 shares; 2025Q3: 6,480 shares; 2025Q4: 6,610 shares 6,610 $1.19M 0.02% +130 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 10,021 shares; 2025Q1: 11,154 shares; 2025Q2: 14,159 shares; 2025Q3: 13,260 shares; 2025Q4: 14,415 shares 14,415 $1.18M 0.02% +1,155 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,183 shares; 2024Q4: 15,075 shares; 2025Q1: 12,103 shares; 2025Q2: 13,014 shares; 2025Q3: 14,901 shares; 2025Q4: 15,999 shares 15,999 $1.18M 0.02% +1,098 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: 668 shares; 2024Q4: 686 shares; 2025Q1: 749 shares; 2025Q2: 819 shares; 2025Q3: 722 shares; 2025Q4: 878 shares 878 $1.17M 0.02% +156 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: 8,643 shares; 2024Q4: 8,449 shares; 2025Q1: 9,171 shares; 2025Q2: 9,537 shares; 2025Q3: 9,768 shares; 2025Q4: 10,120 shares 10,120 $1.17M 0.02% +352 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: 3,267 shares; 2024Q4: 4,208 shares; 2025Q1: 6,120 shares; 2025Q2: 7,282 shares; 2025Q3: 7,062 shares; 2025Q4: 9,073 shares 9,073 $1.16M 0.01% +2,011 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: 2,166 shares; 2024Q4: 2,179 shares; 2025Q1: 2,102 shares; 2025Q2: 2,145 shares; 2025Q3: 2,285 shares; 2025Q4: 2,353 shares 2,353 $1.15M 0.01% +68 Timeline ISPY 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: 4,586 shares; 2025Q1: 11,182 shares; 2025Q2: 16,267 shares; 2025Q3: 22,859 shares; 2025Q4: 25,071 shares 25,071 $1.14M 0.01% +2,212 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: 11,699 shares; 2024Q4: 13,553 shares; 2025Q1: 13,789 shares; 2025Q2: 45,622 shares; 2025Q3: 54,806 shares; 2025Q4: 14,396 shares 14,396 $1.14M 0.01% -40,410 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: 163 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,553 shares 2,553 $1.13M 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,546 shares; 2025Q1: 2,692 shares; 2025Q2: 2,671 shares; 2025Q3: 3,817 shares; 2025Q4: 3,975 shares 3,975 $1.13M 0.01% +158 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,027 shares; 2024Q4: 12,074 shares; 2025Q1: 10,553 shares; 2025Q2: 10,407 shares; 2025Q3: 8,792 shares; 2025Q4: 11,318 shares 11,318 $1.12M 0.01% +2,526 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,764 shares; 2024Q4: 21,355 shares; 2025Q1: 21,888 shares; 2025Q2: 20,367 shares; 2025Q3: 23,998 shares; 2025Q4: 22,734 shares 22,734 $1.12M 0.01% -1,264 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,805 shares; 2025Q1: 5,791 shares; 2025Q2: 6,316 shares; 2025Q3: 10,133 shares; 2025Q4: 7,764 shares 7,764 $1.12M 0.01% -2,369 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 6,846 shares; 2025Q1: 7,286 shares; 2025Q2: 8,157 shares; 2025Q3: 8,401 shares; 2025Q4: 8,420 shares 8,420 $1.12M 0.01% +19 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: 20,608 shares; 2024Q4: 22,021 shares; 2025Q1: 19,353 shares; 2025Q2: 14,680 shares; 2025Q3: 14,339 shares; 2025Q4: 15,339 shares 15,339 $1.11M 0.01% +1,000 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: 27,472 shares; 2024Q4: 27,559 shares; 2025Q1: 27,811 shares; 2025Q2: 30,435 shares; 2025Q3: 31,799 shares; 2025Q4: 28,468 shares 28,468 $1.11M 0.01% -3,331 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 5,959 shares; 2025Q1: 6,145 shares; 2025Q2: 6,024 shares; 2025Q3: 5,993 shares; 2025Q4: 6,399 shares 6,399 $1.11M 0.01% +406 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,038 shares; 2024Q4: 29,952 shares; 2025Q1: 32,926 shares; 2025Q2: 24,806 shares; 2025Q3: 25,294 shares; 2025Q4: 24,866 shares 24,866 $1.11M 0.01% -428 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: 3,597 shares; 2024Q4: 3,572 shares; 2025Q1: 3,774 shares; 2025Q2: 3,504 shares; 2025Q3: 3,663 shares; 2025Q4: 2,894 shares 2,894 $1.11M 0.01% -769 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,837 shares; 2025Q1: 1,508 shares; 2025Q2: not reported; 2025Q3: 11,035 shares; 2025Q4: 10,987 shares 10,987 $1.11M 0.01% -48 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: 887 shares; 2024Q4: 892 shares; 2025Q1: 870 shares; 2025Q2: 946 shares; 2025Q3: 1,086 shares; 2025Q4: 1,097 shares 1,097 $1.11M 0.01% +11 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 778 shares; 2025Q1: 704 shares; 2025Q2: 1,540 shares; 2025Q3: 2,319 shares; 2025Q4: 2,754 shares 2,754 $1.11M 0.01% +435 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,931 shares; 2024Q4: 13,010 shares; 2025Q1: 12,634 shares; 2025Q2: 14,075 shares; 2025Q3: 14,967 shares; 2025Q4: 16,479 shares 16,479 $1.1M 0.01% +1,512 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares; 2025Q4: 10,744 shares 10,744 $1.1M 0.01% +1,204 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,779 shares; 2025Q1: 2,806 shares; 2025Q2: 2,840 shares; 2025Q3: 3,017 shares; 2025Q4: 3,237 shares 3,237 $1.1M 0.01% +220 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: 7,396 shares; 2024Q4: 7,681 shares; 2025Q1: 8,030 shares; 2025Q2: 7,330 shares; 2025Q3: 8,853 shares; 2025Q4: 11,326 shares 11,326 $1.1M 0.01% +2,473 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: 7,268 shares; 2024Q4: 7,454 shares; 2025Q1: 7,945 shares; 2025Q2: 7,732 shares; 2025Q3: 8,239 shares; 2025Q4: 7,982 shares 7,982 $1.1M 0.01% -257 Timeline IBDZ 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: 63,067 shares; 2025Q1: 65,037 shares; 2025Q2: 65,925 shares; 2025Q3: 59,635 shares; 2025Q4: 41,457 shares 41,457 $1.09M 0.01% -18,178 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,618 shares; 2024Q4: 11,910 shares; 2025Q1: 12,858 shares; 2025Q2: 13,424 shares; 2025Q3: 12,492 shares; 2025Q4: 13,746 shares 13,746 $1.09M 0.01% +1,254 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: 6,084 shares; 2024Q4: 8,859 shares; 2025Q1: 5,722 shares; 2025Q2: 4,648 shares; 2025Q3: 4,994 shares; 2025Q4: 5,177 shares 5,177 $1.09M 0.01% +183 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,756 shares; 2024Q4: 10,385 shares; 2025Q1: 10,385 shares; 2025Q2: 10,385 shares; 2025Q3: 10,385 shares; 2025Q4: 23,650 shares 23,650 $1.09M 0.01% +13,265 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,901 shares; 2024Q4: 9,000 shares; 2025Q1: 9,092 shares; 2025Q2: 8,990 shares; 2025Q3: 9,533 shares; 2025Q4: 9,586 shares 9,586 $1.08M 0.01% +53 Timeline TLH 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: 81,451 shares; 2024Q4: 79,198 shares; 2025Q1: 61,701 shares; 2025Q2: 52,349 shares; 2025Q3: 47,805 shares; 2025Q4: 10,575 shares 10,575 $1.08M 0.01% -37,230 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: 3,320 shares; 2024Q4: 5,119 shares; 2025Q1: 5,229 shares; 2025Q2: 5,198 shares; 2025Q3: 5,125 shares; 2025Q4: 5,048 shares 5,048 $1.07M 0.01% -77 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 2,474 shares; 2025Q2: 2,757 shares; 2025Q3: 2,762 shares; 2025Q4: 2,897 shares 2,897 $1.07M 0.01% +135 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: 20,302 shares; 2024Q4: 19,730 shares; 2025Q1: 19,426 shares; 2025Q2: 24,842 shares; 2025Q3: 31,155 shares; 2025Q4: 18,274 shares 18,274 $1.07M 0.01% -12,881 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: 12,538 shares; 2024Q4: 11,701 shares; 2025Q1: 12,645 shares; 2025Q2: 26,298 shares; 2025Q3: 35,489 shares; 2025Q4: 26,454 shares 26,454 $1.06M 0.01% -9,035 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: 3,993 shares; 2024Q4: 17,856 shares; 2025Q1: 18,123 shares; 2025Q2: 37,290 shares; 2025Q3: 49,386 shares; 2025Q4: 41,260 shares 41,260 $1.06M 0.01% -8,126 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: 20,481 shares; 2024Q4: 24,912 shares; 2025Q1: 41,981 shares; 2025Q2: 59,846 shares; 2025Q3: 81,329 shares; 2025Q4: 89,050 shares 89,050 $1.04M 0.01% +7,721 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,802 shares; 2024Q4: 8,272 shares; 2025Q1: 9,761 shares; 2025Q2: 8,079 shares; 2025Q3: 9,983 shares; 2025Q4: 11,566 shares 11,566 $1.04M 0.01% +1,583 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: 3,477 shares; 2024Q4: 3,656 shares; 2025Q1: 3,272 shares; 2025Q2: 3,378 shares; 2025Q3: 4,671 shares; 2025Q4: 4,579 shares 4,579 $1.03M 0.01% -92 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,203 shares; 2024Q4: 25,244 shares; 2025Q1: 28,124 shares; 2025Q2: 26,006 shares; 2025Q3: 27,633 shares; 2025Q4: 26,776 shares 26,776 $1.03M 0.01% -857 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 2,918 shares; 2025Q1: 3,259 shares; 2025Q2: 5,655 shares; 2025Q3: 7,662 shares; 2025Q4: 7,497 shares 7,497 $1.02M 0.01% -165 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: 6,049 shares; 2024Q4: 5,779 shares; 2025Q1: 3,847 shares; 2025Q2: 6,063 shares; 2025Q3: 21,799 shares; 2025Q4: 24,750 shares 24,750 $1.02M 0.01% +2,951 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: 2,797 shares; 2024Q4: 2,887 shares; 2025Q1: 2,743 shares; 2025Q2: 4,761 shares; 2025Q3: 5,217 shares; 2025Q4: 5,208 shares 5,208 $1.02M 0.01% -9 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: 4,488 shares; 2024Q4: 4,790 shares; 2025Q1: 4,799 shares; 2025Q2: 5,150 shares; 2025Q3: 5,381 shares; 2025Q4: 4,420 shares 4,420 $1.01M 0.01% -961 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 832 shares; 2025Q1: 1,029 shares; 2025Q2: 1,276 shares; 2025Q3: 1,455 shares; 2025Q4: 1,664 shares 1,664 $1.01M 0.01% +209 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,121 shares; 2025Q1: 1,959 shares; 2025Q2: 3,138 shares; 2025Q3: 4,929 shares; 2025Q4: 5,024 shares 5,024 $1.01M 0.01% +95 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: 13,536 shares; 2024Q4: 13,492 shares; 2025Q1: 13,656 shares; 2025Q2: 9,915 shares; 2025Q3: 5,696 shares; 2025Q4: 6,996 shares 6,996 $1M 0.01% +1,300 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,661 shares; 2025Q1: 2,320 shares; 2025Q2: 3,369 shares; 2025Q3: 4,293 shares; 2025Q4: 4,431 shares 4,431 $1M 0.01% +138 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: 11,722 shares; 2024Q4: 10,349 shares; 2025Q1: 9,982 shares; 2025Q2: 10,471 shares; 2025Q3: 10,257 shares; 2025Q4: 8,877 shares 8,877 $1M 0.01% -1,380 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: 7,601 shares; 2024Q4: 7,529 shares; 2025Q1: 7,475 shares; 2025Q2: 11,742 shares; 2025Q3: 15,333 shares; 2025Q4: 12,544 shares 12,544 $994K 0.01% -2,789 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 7,018 shares; 2025Q1: 7,119 shares; 2025Q2: 6,982 shares; 2025Q3: 7,381 shares; 2025Q4: 7,797 shares 7,797 $987K 0.01% +416 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: 2,183 shares; 2025Q1: 3,620 shares; 2025Q2: 4,301 shares; 2025Q3: 5,077 shares; 2025Q4: 4,955 shares 4,955 $977K 0.01% -122 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 10,535 shares; 2025Q1: 22,196 shares; 2025Q2: 22,196 shares; 2025Q3: 22,196 shares; 2025Q4: 22,196 shares 22,196 $975K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,228 shares; 2024Q4: 11,344 shares; 2025Q1: 8,654 shares; 2025Q2: 13,796 shares; 2025Q3: 17,286 shares; 2025Q4: 11,456 shares 11,456 $974K 0.01% -5,830 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: 26,307 shares; 2024Q4: 30,155 shares; 2025Q1: 35,062 shares; 2025Q2: 28,810 shares; 2025Q3: 33,816 shares; 2025Q4: 33,766 shares 33,766 $973K 0.01% -50 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,840 shares; 2025Q1: 4,561 shares; 2025Q2: 4,693 shares; 2025Q3: 4,772 shares; 2025Q4: 4,159 shares 4,159 $973K 0.01% -613 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: 3,909 shares; 2024Q4: 4,168 shares; 2025Q1: 4,512 shares; 2025Q2: 4,872 shares; 2025Q3: 5,400 shares; 2025Q4: 5,011 shares 5,011 $973K 0.01% -389 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: 14,925 shares; 2024Q4: 20,296 shares; 2025Q1: 20,884 shares; 2025Q2: 53,257 shares; 2025Q3: 87,964 shares; 2025Q4: 50,137 shares 50,137 $969K 0.01% -37,827 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,010 shares; 2025Q1: 3,508 shares; 2025Q2: 3,603 shares; 2025Q3: 4,051 shares; 2025Q4: 3,693 shares 3,693 $965K 0.01% -358 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,189 shares; 2025Q1: 1,427 shares; 2025Q2: 1,187 shares; 2025Q3: 1,494 shares; 2025Q4: 1,732 shares 1,732 $957K 0.01% +238 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: 3,954 shares; 2024Q4: 6,677 shares; 2025Q1: 12,031 shares; 2025Q2: 14,049 shares; 2025Q3: 12,092 shares; 2025Q4: 13,704 shares 13,704 $955K 0.01% +1,612 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 5,952 shares; 2025Q1: 5,352 shares; 2025Q2: 6,202 shares; 2025Q3: 6,123 shares; 2025Q4: 6,331 shares 6,331 $952K 0.01% +208 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: 64,489 shares; 2024Q4: 56,245 shares; 2025Q1: 61,280 shares; 2025Q2: 78,468 shares; 2025Q3: 77,933 shares; 2025Q4: 72,365 shares 72,365 $949K 0.01% -5,568 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 606 shares; 2025Q1: 761 shares; 2025Q2: 734 shares; 2025Q3: 642 shares; 2025Q4: 1,975 shares 1,975 $949K 0.01% +1,333 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 6,454 shares; 2025Q1: 6,418 shares; 2025Q2: 6,963 shares; 2025Q3: 10,024 shares; 2025Q4: 9,544 shares 9,544 $948K 0.01% -480 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: 87 shares; 2025Q2: 2,565 shares; 2025Q3: 5,173 shares; 2025Q4: 5,588 shares 5,588 $947K 0.01% +415 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: 3,631 shares; 2024Q4: 3,948 shares; 2025Q1: 6,445 shares; 2025Q2: 7,855 shares; 2025Q3: 7,607 shares; 2025Q4: 7,571 shares 7,571 $945K 0.01% -36 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 3,884 shares; 2025Q1: 4,082 shares; 2025Q2: 3,745 shares; 2025Q3: 3,782 shares; 2025Q4: 3,922 shares 3,922 $940K 0.01% +140 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: 6,243 shares; 2024Q4: 5,990 shares; 2025Q1: 6,225 shares; 2025Q2: 5,893 shares; 2025Q3: 5,913 shares; 2025Q4: 6,712 shares 6,712 $938K 0.01% +799 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: 1,609 shares; 2024Q4: 1,872 shares; 2025Q1: 1,936 shares; 2025Q2: 1,924 shares; 2025Q3: 1,926 shares; 2025Q4: 1,694 shares 1,694 $934K 0.01% -232 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,243 shares; 2024Q4: 19,228 shares; 2025Q1: 20,372 shares; 2025Q2: 16,510 shares; 2025Q3: 16,557 shares; 2025Q4: 17,391 shares 17,391 $932K 0.01% +834 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: 1,951 shares; 2024Q4: 1,951 shares; 2025Q1: 2,361 shares; 2025Q2: 2,361 shares; 2025Q3: 2,439 shares; 2025Q4: 2,401 shares 2,401 $929K 0.01% -38 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,830 shares; 2024Q4: 27,330 shares; 2025Q1: 26,842 shares; 2025Q2: 26,830 shares; 2025Q3: 25,830 shares; 2025Q4: 53,605 shares 53,605 $921K 0.01% +27,775 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 13,553 shares; 2025Q1: 13,523 shares; 2025Q2: 13,319 shares; 2025Q3: 13,261 shares; 2025Q4: 14,823 shares 14,823 $919K 0.01% +1,562 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,778 shares; 2024Q4: 12,890 shares; 2025Q1: 12,517 shares; 2025Q2: 13,025 shares; 2025Q3: 12,346 shares; 2025Q4: 11,775 shares 11,775 $913K 0.01% -571 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA 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: 6,926 shares; 2025Q2: 74,327 shares; 2025Q3: 147,113 shares; 2025Q4: 107,682 shares 107,682 $903K 0.01% -39,431 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,054 shares; 2025Q1: 1,228 shares; 2025Q2: 1,178 shares; 2025Q3: 1,811 shares; 2025Q4: 2,012 shares 2,012 $902K 0.01% +201 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: 3,077 shares; 2025Q2: 8,961 shares; 2025Q3: 14,100 shares; 2025Q4: 19,586 shares 19,586 $899K 0.01% +5,486 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 4,433 shares; 2025Q1: 3,544 shares; 2025Q2: 3,208 shares; 2025Q3: 3,796 shares; 2025Q4: 4,020 shares 4,020 $897K 0.01% +224 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 3,123 shares; 2025Q1: 3,261 shares; 2025Q2: 2,983 shares; 2025Q3: 2,950 shares; 2025Q4: 2,353 shares 2,353 $894K 0.01% -597 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 2,654 shares; 2025Q1: 2,918 shares; 2025Q2: 3,343 shares; 2025Q3: 3,347 shares; 2025Q4: 3,703 shares 3,703 $890K 0.01% +356 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 4,521 shares; 2025Q1: 4,714 shares; 2025Q2: 5,025 shares; 2025Q3: 4,836 shares; 2025Q4: 5,566 shares 5,566 $889K 0.01% +730 Timeline JCPB 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: 7,566 shares; 2025Q2: 9,433 shares; 2025Q3: 14,763 shares; 2025Q4: 18,774 shares 18,774 $889K 0.01% +4,011 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,043 shares; 2024Q4: 10,556 shares; 2025Q1: 10,366 shares; 2025Q2: 12,736 shares; 2025Q3: 12,180 shares; 2025Q4: 12,059 shares 12,059 $888K 0.01% -121 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: 4,934 shares; 2024Q4: 5,227 shares; 2025Q1: 5,228 shares; 2025Q2: 5,008 shares; 2025Q3: 5,046 shares; 2025Q4: 3,592 shares 3,592 $887K 0.01% -1,454 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,637 shares; 2024Q4: 9,710 shares; 2025Q1: 10,048 shares; 2025Q2: 9,698 shares; 2025Q3: 10,086 shares; 2025Q4: 10,561 shares 10,561 $881K 0.01% +475 Timeline IBCA 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: 17,114 shares; 2025Q4: 33,754 shares 33,754 $876K 0.01% +16,640 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,122 shares; 2025Q1: 6,331 shares; 2025Q2: 7,376 shares; 2025Q3: 7,708 shares; 2025Q4: 7,727 shares 7,727 $874K 0.01% +19 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,690 shares; 2024Q4: 4,369 shares; 2025Q1: 3,779 shares; 2025Q2: 4,867 shares; 2025Q3: 6,001 shares; 2025Q4: 4,317 shares 4,317 $870K 0.01% -1,684 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: 3,898 shares; 2024Q4: 3,936 shares; 2025Q1: 4,215 shares; 2025Q2: 5,624 shares; 2025Q3: 7,413 shares; 2025Q4: 5,403 shares 5,403 $869K 0.01% -2,010 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,446 shares; 2025Q1: 2,446 shares; 2025Q2: 6,302 shares; 2025Q3: 11,536 shares; 2025Q4: 5,924 shares 5,924 $868K 0.01% -5,612 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,935 shares; 2025Q1: 1,514 shares; 2025Q2: 1,498 shares; 2025Q3: 1,553 shares; 2025Q4: 1,504 shares 1,504 $863K 0.01% -49 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,295 shares; 2024Q4: 6,405 shares; 2025Q1: 6,295 shares; 2025Q2: 5,910 shares; 2025Q3: 6,357 shares; 2025Q4: 8,638 shares 8,638 $862K 0.01% +2,281 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 2,193 shares; 2025Q2: not reported; 2025Q3: 2,203 shares; 2025Q4: 3,627 shares 3,627 $861K 0.01% +1,424 Timeline