AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458,210 shares; 2024Q4: 1,458,633 shares; 2025Q1: 1,481,519 shares; 2025Q2: 1,454,270 shares; 2025Q3: 1,407,408 shares; 2025Q4: 1,381,107 shares 1,381,107 $375M 6.25% -26,301 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: 548,630 shares; 2024Q4: 556,183 shares; 2025Q1: 559,049 shares; 2025Q2: 560,324 shares; 2025Q3: 553,407 shares; 2025Q4: 539,282 shares 539,282 $261M 4.34% -14,125 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,061 shares; 2024Q4: 123,208 shares; 2025Q1: 120,630 shares; 2025Q2: 130,330 shares; 2025Q3: 231,775 shares; 2025Q4: 350,929 shares 350,929 $240M 4% +119,154 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: 760,173 shares; 2024Q4: 772,948 shares; 2025Q1: 799,135 shares; 2025Q2: 801,881 shares; 2025Q3: 790,479 shares; 2025Q4: 724,637 shares 724,637 $227M 3.78% -65,842 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: 921,024 shares; 2024Q4: 942,338 shares; 2025Q1: 946,875 shares; 2025Q2: 977,228 shares; 2025Q3: 955,590 shares; 2025Q4: 854,405 shares 854,405 $197M 3.28% -101,185 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: 327,057 shares; 2024Q4: 333,742 shares; 2025Q1: 493,984 shares; 2025Q2: 573,917 shares; 2025Q3: 763,001 shares; 2025Q4: 845,143 shares 845,143 $158M 2.63% +82,142 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: 342,417 shares; 2024Q4: 343,615 shares; 2025Q1: 343,927 shares; 2025Q2: 343,454 shares; 2025Q3: 334,854 shares; 2025Q4: 318,852 shares 318,852 $112M 1.86% -16,002 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: 366,591 shares; 2024Q4: 366,591 shares; 2025Q1: 365,051 shares; 2025Q2: 364,278 shares; 2025Q3: 354,287 shares; 2025Q4: 349,793 shares 349,793 $110M 1.83% -4,494 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: 1,038,982 shares; 2024Q4: 967,902 shares; 2025Q1: 1,020,086 shares; 2025Q2: 1,054,561 shares; 2025Q3: 1,016,268 shares; 2025Q4: 1,057,690 shares 1,057,690 $106M 1.76% +41,422 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: 255,026 shares; 2024Q4: 255,550 shares; 2025Q1: 258,939 shares; 2025Q2: 260,158 shares; 2025Q3: 225,407 shares; 2025Q4: 204,583 shares 204,583 $103M 1.71% -20,824 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: 166,000 shares; 2024Q4: 180,542 shares; 2025Q1: 190,703 shares; 2025Q2: 189,416 shares; 2025Q3: 188,447 shares; 2025Q4: 286,039 shares 286,039 $99M 1.65% +97,592 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: 19,992 shares; 2024Q4: 19,873 shares; 2025Q1: 20,037 shares; 2025Q2: 19,901 shares; 2025Q3: 18,725 shares; 2025Q4: 18,195 shares 18,195 $97.4M 1.62% -530 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: 109,360 shares; 2024Q4: 182,504 shares; 2025Q1: 192,340 shares; 2025Q2: 196,093 shares; 2025Q3: 190,588 shares; 2025Q4: 146,279 shares 146,279 $96.6M 1.61% -44,309 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136,311 shares; 2024Q4: 1,174,250 shares; 2025Q1: 1,209,771 shares; 2025Q2: 1,227,398 shares; 2025Q3: 1,437,371 shares; 2025Q4: 1,999,806 shares 1,999,806 $88.5M 1.47% +562,435 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183,438 shares; 2024Q4: 2,199,309 shares; 2025Q1: 1,618,299 shares; 2025Q2: 1,632,125 shares; 2025Q3: 1,666,835 shares; 2025Q4: 1,722,177 shares 1,722,177 $80.7M 1.34% +55,342 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: 3,318,071 shares; 2024Q4: 3,305,707 shares; 2025Q1: 3,384,008 shares; 2025Q2: 3,459,919 shares; 2025Q3: 3,464,589 shares; 2025Q4: 3,440,671 shares 3,440,671 $79.2M 1.32% -23,918 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: 360,312 shares; 2024Q4: 357,789 shares; 2025Q1: 350,644 shares; 2025Q2: 347,621 shares; 2025Q3: 337,979 shares; 2025Q4: 308,190 shares 308,190 $79.2M 1.32% -29,789 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: 242,624 shares; 2024Q4: 247,066 shares; 2025Q1: 251,690 shares; 2025Q2: 250,958 shares; 2025Q3: 244,691 shares; 2025Q4: 243,015 shares 243,015 $78.3M 1.3% -1,676 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: 511,094 shares; 2024Q4: 507,425 shares; 2025Q1: 507,184 shares; 2025Q2: 506,969 shares; 2025Q3: 501,977 shares; 2025Q4: 501,260 shares 501,260 $77.3M 1.29% -717 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: 641,745 shares; 2024Q4: 562,009 shares; 2025Q1: 498,150 shares; 2025Q2: 494,286 shares; 2025Q3: 478,150 shares; 2025Q4: 462,572 shares 462,572 $71.1M 1.18% -15,578 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: 269,191 shares; 2024Q4: 270,539 shares; 2025Q1: 267,800 shares; 2025Q2: 264,038 shares; 2025Q3: 256,265 shares; 2025Q4: 243,196 shares 243,196 $69.9M 1.16% -13,069 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: 294,260 shares; 2024Q4: 297,472 shares; 2025Q1: 299,581 shares; 2025Q2: 298,132 shares; 2025Q3: 271,166 shares; 2025Q4: 260,133 shares 260,133 $68.9M 1.15% -11,033 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: 333,248 shares; 2024Q4: 330,306 shares; 2025Q1: 321,180 shares; 2025Q2: 329,621 shares; 2025Q3: 316,651 shares; 2025Q4: 301,000 shares 301,000 $68.9M 1.15% -15,651 Timeline JMEE 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: 1,136,446 shares; 2025Q2: 859,938 shares; 2025Q3: 935,867 shares; 2025Q4: 994,466 shares 994,466 $64M 1.07% +58,599 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: 81,850 shares; 2024Q4: 79,284 shares; 2025Q1: 76,570 shares; 2025Q2: 75,100 shares; 2025Q3: 72,718 shares; 2025Q4: 73,146 shares 73,146 $63.1M 1.05% +428 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: 226,859 shares; 2024Q4: 206,966 shares; 2025Q1: 189,620 shares; 2025Q2: 186,272 shares; 2025Q3: 181,670 shares; 2025Q4: 176,732 shares 176,732 $60.8M 1.01% -4,938 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: 477,338 shares; 2024Q4: 474,127 shares; 2025Q1: 468,291 shares; 2025Q2: 463,638 shares; 2025Q3: 451,014 shares; 2025Q4: 438,193 shares 438,193 $59.7M 0.99% -12,821 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: 461,350 shares; 2024Q4: 456,760 shares; 2025Q1: 444,367 shares; 2025Q2: 443,071 shares; 2025Q3: 433,716 shares; 2025Q4: 428,968 shares 428,968 $58M 0.97% -4,748 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: 654,120 shares; 2024Q4: 634,334 shares; 2025Q1: 695,440 shares; 2025Q2: 463,776 shares; 2025Q3: 490,899 shares; 2025Q4: 535,338 shares 535,338 $57.3M 0.96% +44,439 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: 122,485 shares; 2024Q4: 119,758 shares; 2025Q1: 112,829 shares; 2025Q2: 95,309 shares; 2025Q3: 99,793 shares; 2025Q4: 96,158 shares 96,158 $55.7M 0.93% -3,635 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: 29,566 shares; 2024Q4: 32,031 shares; 2025Q1: 47,887 shares; 2025Q2: 397,823 shares; 2025Q3: 462,094 shares; 2025Q4: 508,002 shares 508,002 $54.2M 0.9% +45,908 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978,565 shares; 2024Q4: 1,020,262 shares; 2025Q1: 1,047,450 shares; 2025Q2: 1,075,016 shares; 2025Q3: 1,168,016 shares; 2025Q4: 1,381,300 shares 1,381,300 $53.1M 0.88% +213,284 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: 51,656 shares; 2024Q4: 52,880 shares; 2025Q1: 52,715 shares; 2025Q2: 52,055 shares; 2025Q3: 49,306 shares; 2025Q4: 43,537 shares 43,537 $52.9M 0.88% -5,769 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: 28,389 shares; 2024Q4: 327,695 shares; 2025Q1: 339,568 shares; 2025Q2: 322,659 shares; 2025Q3: 326,945 shares; 2025Q4: 297,679 shares 297,679 $51M 0.85% -29,266 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: 391,942 shares; 2024Q4: 384,425 shares; 2025Q1: 378,058 shares; 2025Q2: 246,559 shares; 2025Q3: 244,938 shares; 2025Q4: 236,851 shares 236,851 $49M 0.82% -8,087 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: 49,941 shares; 2024Q4: 56,478 shares; 2025Q1: 57,699 shares; 2025Q2: 57,962 shares; 2025Q3: 60,370 shares; 2025Q4: 70,089 shares 70,089 $47.8M 0.8% +9,719 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: 359,519 shares; 2024Q4: 357,437 shares; 2025Q1: 353,002 shares; 2025Q2: 315,230 shares; 2025Q3: 252,093 shares; 2025Q4: 232,583 shares 232,583 $45.4M 0.76% -19,510 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: 4,916 shares; 2024Q4: 5,804 shares; 2025Q1: 432,409 shares; 2025Q2: 475,183 shares; 2025Q3: 525,251 shares; 2025Q4: 492,285 shares 492,285 $45.3M 0.75% -32,966 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,092 shares; 2025Q1: 122,231 shares; 2025Q2: 171,301 shares; 2025Q3: 170,880 shares; 2025Q4: 163,600 shares 163,600 $44.7M 0.74% -7,280 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: 295,014 shares; 2024Q4: 296,323 shares; 2025Q1: 244,782 shares; 2025Q2: 245,350 shares; 2025Q3: 245,924 shares; 2025Q4: 250,791 shares 250,791 $42.9M 0.71% +4,867 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: 105,571 shares; 2024Q4: 104,973 shares; 2025Q1: 103,207 shares; 2025Q2: 101,768 shares; 2025Q3: 100,982 shares; 2025Q4: 101,022 shares 101,022 $42.6M 0.71% +40 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192,148 shares; 2024Q4: 1,242,570 shares; 2025Q1: 1,309,625 shares; 2025Q2: 876,232 shares; 2025Q3: 825,895 shares; 2025Q4: 840,380 shares 840,380 $42.3M 0.7% +14,485 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: 52,563 shares; 2024Q4: 57,976 shares; 2025Q1: 62,074 shares; 2025Q2: 73,629 shares; 2025Q3: 74,961 shares; 2025Q4: 73,757 shares 73,757 $42.1M 0.7% -1,204 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,730 shares; 2024Q4: 528,727 shares; 2025Q1: 516,418 shares; 2025Q2: 517,737 shares; 2025Q3: 487,551 shares; 2025Q4: 759,622 shares 759,622 $41.8M 0.7% +272,071 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55 $41.5M 0.69% 0 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: 79,835 shares; 2024Q4: 80,614 shares; 2025Q1: 80,063 shares; 2025Q2: 80,020 shares; 2025Q3: 78,559 shares; 2025Q4: 74,760 shares 74,760 $39.1M 0.65% -3,799 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: 459,661 shares; 2024Q4: 467,275 shares; 2025Q1: 419,457 shares; 2025Q2: 424,788 shares; 2025Q3: 411,108 shares; 2025Q4: 432,665 shares 432,665 $38.7M 0.64% +21,557 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: 215,909 shares; 2024Q4: 216,024 shares; 2025Q1: 208,035 shares; 2025Q2: 202,989 shares; 2025Q3: 176,950 shares; 2025Q4: 141,481 shares 141,481 $38M 0.63% -35,469 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: 183,447 shares; 2024Q4: 182,764 shares; 2025Q1: 182,524 shares; 2025Q2: 192,186 shares; 2025Q3: 182,011 shares; 2025Q4: 188,231 shares 188,231 $36.7M 0.61% +6,220 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: 51,284 shares; 2024Q4: 53,858 shares; 2025Q1: 56,553 shares; 2025Q2: 55,971 shares; 2025Q3: 57,253 shares; 2025Q4: 57,749 shares 57,749 $36.2M 0.6% +496 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,079 shares; 2024Q4: 25,115 shares; 2025Q1: 24,348 shares; 2025Q2: 24,407 shares; 2025Q3: 24,434 shares; 2025Q4: 24,257 shares 24,257 $33.8M 0.56% -177 Timeline USIG 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: 287,881 shares; 2024Q4: 407,479 shares; 2025Q1: 436,676 shares; 2025Q2: 455,275 shares; 2025Q3: 537,199 shares; 2025Q4: 650,115 shares 650,115 $33.7M 0.56% +112,916 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: 1,269,064 shares; 2024Q4: 1,235,742 shares; 2025Q1: 1,230,663 shares; 2025Q2: 1,224,050 shares; 2025Q3: 1,218,974 shares; 2025Q4: 1,216,427 shares 1,216,427 $33.4M 0.56% -2,547 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: 534,293 shares; 2024Q4: 538,353 shares; 2025Q1: 440,314 shares; 2025Q2: 446,003 shares; 2025Q3: 456,717 shares; 2025Q4: 459,120 shares 459,120 $33.4M 0.56% +2,403 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: 38,841 shares; 2024Q4: 39,083 shares; 2025Q1: 97,473 shares; 2025Q2: 185,353 shares; 2025Q3: 192,842 shares; 2025Q4: 184,646 shares 184,646 $32M 0.53% -8,196 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: 85,311 shares; 2024Q4: 87,686 shares; 2025Q1: 91,931 shares; 2025Q2: 407,347 shares; 2025Q3: 438,169 shares; 2025Q4: 477,997 shares 477,997 $31.5M 0.53% +39,828 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: 149,968 shares; 2024Q4: 147,205 shares; 2025Q1: 145,756 shares; 2025Q2: 129,998 shares; 2025Q3: 120,809 shares; 2025Q4: 86,465 shares 86,465 $30.3M 0.5% -34,344 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 297,511 shares; 2025Q2: 268,159 shares; 2025Q3: 278,394 shares; 2025Q4: 285,766 shares 285,766 $29.3M 0.49% +7,372 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: 75,992 shares; 2024Q4: 74,776 shares; 2025Q1: 71,135 shares; 2025Q2: 69,639 shares; 2025Q3: 194,633 shares; 2025Q4: 200,543 shares 200,543 $28.8M 0.48% +5,910 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: 36,474 shares; 2024Q4: 36,291 shares; 2025Q1: 35,455 shares; 2025Q2: 35,478 shares; 2025Q3: 35,489 shares; 2025Q4: 35,519 shares 35,519 $28.7M 0.48% +30 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: 22,142 shares; 2024Q4: 23,382 shares; 2025Q1: 25,636 shares; 2025Q2: 25,684 shares; 2025Q3: 30,286 shares; 2025Q4: 44,793 shares 44,793 $27.5M 0.46% +14,507 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: 110,716 shares; 2024Q4: 113,021 shares; 2025Q1: 119,093 shares; 2025Q2: 118,089 shares; 2025Q3: 120,014 shares; 2025Q4: 119,217 shares 119,217 $27.2M 0.45% -797 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: 172,295 shares; 2024Q4: 95,316 shares; 2025Q1: 131,037 shares; 2025Q2: 112,612 shares; 2025Q3: 131,634 shares; 2025Q4: 117,465 shares 117,465 $26.5M 0.44% -14,169 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: 112,391 shares; 2024Q4: 94,326 shares; 2025Q1: 87,518 shares; 2025Q2: 85,911 shares; 2025Q3: 81,553 shares; 2025Q4: 77,153 shares 77,153 $25M 0.42% -4,400 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: 6,699 shares; 2024Q4: 6,135 shares; 2025Q1: 6,784 shares; 2025Q2: 7,021 shares; 2025Q3: 7,675 shares; 2025Q4: 432,040 shares 432,040 $23.1M 0.38% +424,365 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: 152,747 shares; 2024Q4: 160,050 shares; 2025Q1: 157,797 shares; 2025Q2: 156,515 shares; 2025Q3: 164,277 shares; 2025Q4: 159,112 shares 159,112 $22.8M 0.38% -5,165 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,197 shares; 2024Q4: 87,438 shares; 2025Q1: 89,939 shares; 2025Q2: 89,392 shares; 2025Q3: 128,977 shares; 2025Q4: 50,241 shares 50,241 $22.4M 0.37% -78,736 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: 35,686 shares; 2024Q4: 36,050 shares; 2025Q1: 36,946 shares; 2025Q2: 36,856 shares; 2025Q3: 37,190 shares; 2025Q4: 20,435 shares 20,435 $22M 0.37% -16,755 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: 378,614 shares; 2024Q4: 397,108 shares; 2025Q1: 407,248 shares; 2025Q2: 410,275 shares; 2025Q3: 149,318 shares; 2025Q4: 146,253 shares 146,253 $21.7M 0.36% -3,065 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,762 shares; 2024Q4: 569,234 shares; 2025Q1: 487,779 shares; 2025Q2: 474,778 shares; 2025Q3: 481,155 shares; 2025Q4: 315,543 shares 315,543 $21.5M 0.36% -165,612 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,460 shares; 2025Q3: 111,626 shares; 2025Q4: 224,439 shares 224,439 $18.5M 0.31% +112,813 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: 100,160 shares; 2024Q4: 100,342 shares; 2025Q1: 98,842 shares; 2025Q2: 98,812 shares; 2025Q3: 98,286 shares; 2025Q4: 96,728 shares 96,728 $17.9M 0.3% -1,558 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: 85,411 shares; 2024Q4: 86,597 shares; 2025Q1: 83,614 shares; 2025Q2: 83,242 shares; 2025Q3: 83,240 shares; 2025Q4: 82,565 shares 82,565 $17.9M 0.3% -675 Timeline IGV 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: 194,566 shares; 2024Q4: 193,596 shares; 2025Q1: 189,635 shares; 2025Q2: 187,775 shares; 2025Q3: 169,479 shares; 2025Q4: 168,034 shares 168,034 $17.8M 0.3% -1,445 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,025 shares; 2024Q4: 34,969 shares; 2025Q1: 35,917 shares; 2025Q2: 35,964 shares; 2025Q3: 36,380 shares; 2025Q4: 157,098 shares 157,098 $16.5M 0.27% +120,718 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: 43,324 shares; 2024Q4: 43,366 shares; 2025Q1: 43,401 shares; 2025Q2: 43,437 shares; 2025Q3: 43,472 shares; 2025Q4: 42,515 shares 42,515 $16.4M 0.27% -957 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: 128,944 shares; 2024Q4: 129,099 shares; 2025Q1: 127,217 shares; 2025Q2: 127,406 shares; 2025Q3: 127,286 shares; 2025Q4: 127,579 shares 127,579 $16M 0.27% +293 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: 128,682 shares; 2024Q4: 130,458 shares; 2025Q1: 130,832 shares; 2025Q2: 127,785 shares; 2025Q3: 132,676 shares; 2025Q4: 132,266 shares 132,266 $15.9M 0.27% -410 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,030 shares; 2024Q4: 134,507 shares; 2025Q1: 131,315 shares; 2025Q2: 131,706 shares; 2025Q3: 134,212 shares; 2025Q4: 134,476 shares 134,476 $15.7M 0.26% +264 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: 100,528 shares; 2024Q4: 100,680 shares; 2025Q1: 58,866 shares; 2025Q2: 51,730 shares; 2025Q3: 46,366 shares; 2025Q4: 44,615 shares 44,615 $15.7M 0.26% -1,751 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,436 shares; 2024Q4: 437,297 shares; 2025Q1: 414,732 shares; 2025Q2: 415,661 shares; 2025Q3: 419,177 shares; 2025Q4: 416,958 shares 416,958 $15.1M 0.25% -2,219 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: 175,552 shares; 2024Q4: 181,493 shares; 2025Q1: 183,167 shares; 2025Q2: 183,125 shares; 2025Q3: 183,829 shares; 2025Q4: 192,656 shares 192,656 $14.8M 0.25% +8,827 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,031 shares; 2024Q4: 185,730 shares; 2025Q1: 178,514 shares; 2025Q2: 176,541 shares; 2025Q3: 172,759 shares; 2025Q4: 171,848 shares 171,848 $14.7M 0.24% -911 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,338 shares; 2024Q4: 218,775 shares; 2025Q1: 215,371 shares; 2025Q2: 210,665 shares; 2025Q3: 195,991 shares; 2025Q4: 115,176 shares 115,176 $14.5M 0.24% -80,815 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: 20,770 shares; 2024Q4: 20,259 shares; 2025Q1: 22,074 shares; 2025Q2: 25,425 shares; 2025Q3: 25,392 shares; 2025Q4: 178,461 shares 178,461 $14.3M 0.24% +153,069 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,301 shares; 2024Q4: 13,517 shares; 2025Q1: 13,822 shares; 2025Q2: 13,778 shares; 2025Q3: 13,910 shares; 2025Q4: 15,124 shares 15,124 $13.3M 0.22% +1,214 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: 21,728 shares; 2024Q4: 21,946 shares; 2025Q1: 22,689 shares; 2025Q2: 22,567 shares; 2025Q3: 23,094 shares; 2025Q4: 23,123 shares 23,123 $13.2M 0.22% +29 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: 223,154 shares; 2024Q4: 220,543 shares; 2025Q1: 221,227 shares; 2025Q2: 219,274 shares; 2025Q3: 214,929 shares; 2025Q4: 213,840 shares 213,840 $12.9M 0.21% -1,089 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: 666,331 shares; 2024Q4: 658,815 shares; 2025Q1: 640,928 shares; 2025Q2: 136,242 shares; 2025Q3: 132,110 shares; 2025Q4: 127,833 shares 127,833 $12.8M 0.21% -4,277 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: 32,323 shares; 2024Q4: 65,884 shares; 2025Q1: 77,969 shares; 2025Q2: 75,969 shares; 2025Q3: 78,127 shares; 2025Q4: 67,940 shares 67,940 $12.5M 0.21% -10,187 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: 107,662 shares; 2024Q4: 108,850 shares; 2025Q1: 99,535 shares; 2025Q2: 107,494 shares; 2025Q3: 103,341 shares; 2025Q4: 100,880 shares 100,880 $12.1M 0.2% -2,461 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: 153,385 shares; 2024Q4: 158,975 shares; 2025Q1: 141,796 shares; 2025Q2: 146,840 shares; 2025Q3: 145,089 shares; 2025Q4: 175,066 shares 175,066 $11.8M 0.2% +29,977 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: 146,493 shares; 2024Q4: 137,937 shares; 2025Q1: 114,471 shares; 2025Q2: 120,856 shares; 2025Q3: 119,542 shares; 2025Q4: 120,644 shares 120,644 $11.6M 0.19% +1,102 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: 88,002 shares; 2024Q4: 89,517 shares; 2025Q1: 91,815 shares; 2025Q2: 90,511 shares; 2025Q3: 90,506 shares; 2025Q4: 91,290 shares 91,290 $11.4M 0.19% +784 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: 76,672 shares; 2024Q4: 75,208 shares; 2025Q1: 75,790 shares; 2025Q2: 73,666 shares; 2025Q3: 75,421 shares; 2025Q4: 74,222 shares 74,222 $11.3M 0.19% -1,199 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: 52,042 shares; 2024Q4: 51,927 shares; 2025Q1: 51,448 shares; 2025Q2: 51,041 shares; 2025Q3: 50,830 shares; 2025Q4: 50,103 shares 50,103 $11M 0.18% -727 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,071 shares; 2024Q4: 81,482 shares; 2025Q1: 79,979 shares; 2025Q2: 80,432 shares; 2025Q3: 80,301 shares; 2025Q4: 82,663 shares 82,663 $10.9M 0.18% +2,362 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: 122,767 shares; 2024Q4: 116,871 shares; 2025Q1: 109,751 shares; 2025Q2: 110,446 shares; 2025Q3: 105,773 shares; 2025Q4: 103,929 shares 103,929 $10.9M 0.18% -1,844 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: 32,167 shares; 2024Q4: 32,500 shares; 2025Q1: 41,407 shares; 2025Q2: 40,841 shares; 2025Q3: 40,953 shares; 2025Q4: 38,626 shares 38,626 $10.5M 0.17% -2,327 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: 26,627 shares; 2024Q4: 26,584 shares; 2025Q1: 27,123 shares; 2025Q2: 27,055 shares; 2025Q3: 26,175 shares; 2025Q4: 26,224 shares 26,224 $10.2M 0.17% +49 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: 131,194 shares; 2024Q4: 140,437 shares; 2025Q1: 144,985 shares; 2025Q2: 145,364 shares; 2025Q3: 146,124 shares; 2025Q4: 145,594 shares 145,594 $10.2M 0.17% -530 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: 26,891 shares; 2024Q4: 26,487 shares; 2025Q1: 32,850 shares; 2025Q2: 32,506 shares; 2025Q3: 32,549 shares; 2025Q4: 32,282 shares 32,282 $9.87M 0.16% -267 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: 22,116 shares; 2024Q4: 22,865 shares; 2025Q1: 24,637 shares; 2025Q2: 25,692 shares; 2025Q3: 30,836 shares; 2025Q4: 32,985 shares 32,985 $9.77M 0.16% +2,149 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,227 shares; 2024Q4: 184,965 shares; 2025Q1: 181,159 shares; 2025Q2: 183,624 shares; 2025Q3: 183,649 shares; 2025Q4: 196,848 shares 196,848 $9.56M 0.16% +13,199 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,974 shares; 2024Q4: 109,404 shares; 2025Q1: 109,810 shares; 2025Q2: 109,510 shares; 2025Q3: 106,511 shares; 2025Q4: 108,484 shares 108,484 $9.1M 0.15% +1,973 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: 28,911 shares; 2024Q4: 29,379 shares; 2025Q1: 31,259 shares; 2025Q2: 31,049 shares; 2025Q3: 31,177 shares; 2025Q4: 31,329 shares 31,329 $9.09M 0.15% +152 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: 291,399 shares; 2024Q4: 278,877 shares; 2025Q1: 266,003 shares; 2025Q2: 263,314 shares; 2025Q3: 252,463 shares; 2025Q4: 247,066 shares 247,066 $9.08M 0.15% -5,397 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: 9,700 shares; 2024Q4: 9,953 shares; 2025Q1: 9,113 shares; 2025Q2: 11,423 shares; 2025Q3: 14,528 shares; 2025Q4: 19,567 shares 19,567 $8.8M 0.15% +5,039 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: 111,200 shares; 2024Q4: 114,159 shares; 2025Q1: 115,680 shares; 2025Q2: 117,205 shares; 2025Q3: 112,922 shares; 2025Q4: 107,996 shares 107,996 $8.67M 0.14% -4,926 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: 14,907 shares; 2024Q4: 12,707 shares; 2025Q1: 11,876 shares; 2025Q2: 18,152 shares; 2025Q3: 116,824 shares; 2025Q4: 177,145 shares 177,145 $8.64M 0.14% +60,321 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: 32,377 shares; 2024Q4: 33,184 shares; 2025Q1: 33,393 shares; 2025Q2: 33,817 shares; 2025Q3: 32,750 shares; 2025Q4: 32,958 shares 32,958 $8.5M 0.14% +208 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,475 shares; 2024Q4: 171,955 shares; 2025Q1: 175,563 shares; 2025Q2: 175,712 shares; 2025Q3: 180,047 shares; 2025Q4: 160,109 shares 160,109 $8.47M 0.14% -19,938 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: 55,668 shares; 2024Q4: 65,404 shares; 2025Q1: 47,526 shares; 2025Q2: 52,230 shares; 2025Q3: 74,027 shares; 2025Q4: 92,622 shares 92,622 $8.46M 0.14% +18,595 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: 10,554 shares; 2024Q4: 10,795 shares; 2025Q1: 10,919 shares; 2025Q2: 11,053 shares; 2025Q3: 11,325 shares; 2025Q4: 55,037 shares 55,037 $8.43M 0.14% +43,712 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,961 shares; 2024Q4: 288,032 shares; 2025Q1: 26,423 shares; 2025Q2: 26,424 shares; 2025Q3: 16,276 shares; 2025Q4: 218,727 shares 218,727 $8.42M 0.14% +202,451 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,695 shares; 2024Q4: 416,488 shares; 2025Q1: 356,623 shares; 2025Q2: 337,417 shares; 2025Q3: 321,649 shares; 2025Q4: 308,653 shares 308,653 $7.95M 0.13% -12,996 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: 53,862 shares; 2024Q4: 52,349 shares; 2025Q1: 46,520 shares; 2025Q2: 46,251 shares; 2025Q3: 48,494 shares; 2025Q4: 48,947 shares 48,947 $7.88M 0.13% +453 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: 34,001 shares; 2024Q4: 46,299 shares; 2025Q1: 54,974 shares; 2025Q2: 56,856 shares; 2025Q3: 60,822 shares; 2025Q4: 67,540 shares 67,540 $7.52M 0.13% +6,718 Timeline TFI 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: 168,541 shares; 2024Q4: 168,137 shares; 2025Q1: 157,674 shares; 2025Q2: 197,508 shares; 2025Q3: 169,276 shares; 2025Q4: 163,498 shares 163,498 $7.47M 0.12% -5,778 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,882 shares; 2024Q4: 161,305 shares; 2025Q1: 200,216 shares; 2025Q2: 230,327 shares; 2025Q3: 266,685 shares; 2025Q4: 364,735 shares 364,735 $7.38M 0.12% +98,050 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,002 shares; 2024Q4: 96,577 shares; 2025Q1: 96,505 shares; 2025Q2: 96,293 shares; 2025Q3: 96,971 shares; 2025Q4: 95,402 shares 95,402 $6.97M 0.12% -1,569 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: 13,873 shares; 2024Q4: 17,791 shares; 2025Q1: 18,268 shares; 2025Q2: 18,160 shares; 2025Q3: 19,533 shares; 2025Q4: 19,449 shares 19,449 $6.52M 0.11% -84 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,121 shares; 2024Q4: 76,741 shares; 2025Q1: 76,336 shares; 2025Q2: 75,168 shares; 2025Q3: 71,600 shares; 2025Q4: 167,209 shares 167,209 $6.35M 0.11% +95,609 Timeline JPEF 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: 6,516 shares; 2024Q4: 20,148 shares; 2025Q1: 38,954 shares; 2025Q2: 44,743 shares; 2025Q3: 54,972 shares; 2025Q4: 83,606 shares 83,606 $6.24M 0.1% +28,634 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: 43,588 shares; 2024Q4: 44,235 shares; 2025Q1: 44,406 shares; 2025Q2: 45,536 shares; 2025Q3: 45,864 shares; 2025Q4: 46,904 shares 46,904 $6.23M 0.1% +1,040 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,272 shares; 2024Q4: 76,072 shares; 2025Q1: 73,199 shares; 2025Q2: 72,320 shares; 2025Q3: 71,204 shares; 2025Q4: 70,804 shares 70,804 $6.18M 0.1% -400 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,846 shares; 2024Q4: 407,541 shares; 2025Q1: 395,126 shares; 2025Q2: 393,926 shares; 2025Q3: 392,331 shares; 2025Q4: 355,135 shares 355,135 $6.16M 0.1% -37,196 Timeline FLOT 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: 37,010 shares; 2025Q4: 120,618 shares 120,618 $6.13M 0.1% +83,608 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: 24,352 shares; 2024Q4: 24,522 shares; 2025Q1: 25,985 shares; 2025Q2: 26,694 shares; 2025Q3: 27,846 shares; 2025Q4: 31,725 shares 31,725 $5.82M 0.1% +3,879 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: 11,257 shares; 2024Q4: 12,139 shares; 2025Q1: 12,008 shares; 2025Q2: 11,721 shares; 2025Q3: 12,020 shares; 2025Q4: 12,277 shares 12,277 $5.81M 0.1% +257 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: 37,017 shares; 2024Q4: 40,277 shares; 2025Q1: 64,030 shares; 2025Q2: 63,546 shares; 2025Q3: 64,172 shares; 2025Q4: 59,303 shares 59,303 $5.53M 0.09% -4,869 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: 5,671 shares; 2024Q4: 6,167 shares; 2025Q1: 6,869 shares; 2025Q2: 7,332 shares; 2025Q3: 8,017 shares; 2025Q4: 14,267 shares 14,267 $5.28M 0.09% +6,250 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: 252,446 shares; 2024Q4: 117,186 shares; 2025Q1: 74,743 shares; 2025Q2: 64,714 shares; 2025Q3: 62,846 shares; 2025Q4: 44,820 shares 44,820 $5.1M 0.08% -18,026 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,682 shares; 2024Q4: 179,063 shares; 2025Q1: 191,465 shares; 2025Q2: 191,382 shares; 2025Q3: 192,615 shares; 2025Q4: 192,604 shares 192,604 $5.05M 0.08% -11 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,657 shares; 2024Q4: 129,219 shares; 2025Q1: 115,905 shares; 2025Q2: 86,607 shares; 2025Q3: 58,890 shares; 2025Q4: 36,347 shares 36,347 $5.01M 0.08% -22,543 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: 226,111 shares; 2024Q4: 216,009 shares; 2025Q1: 211,526 shares; 2025Q2: 208,035 shares; 2025Q3: 200,105 shares; 2025Q4: 167,370 shares 167,370 $5M 0.08% -32,735 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 27,654 shares; 2025Q1: 26,066 shares; 2025Q2: 26,562 shares; 2025Q3: 25,491 shares; 2025Q4: 24,017 shares 24,017 $4.88M 0.08% -1,474 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: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 2,927 shares; 2025Q2: 8,795 shares; 2025Q3: 8,615 shares; 2025Q4: 8,005 shares 8,005 $4.83M 0.08% -610 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,390 shares; 2024Q4: 826,390 shares; 2025Q1: 826,390 shares; 2025Q2: 826,390 shares; 2025Q3: 826,390 shares; 2025Q4: 819,090 shares 819,090 $4.73M 0.08% -7,300 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,000 shares 70,000 $4.7M 0.08% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 10,485 shares; 2025Q1: 10,773 shares; 2025Q2: 10,652 shares; 2025Q3: 13,448 shares; 2025Q4: 14,109 shares 14,109 $4.62M 0.08% +661 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: 13,909 shares; 2024Q4: 13,721 shares; 2025Q1: 15,078 shares; 2025Q2: 15,165 shares; 2025Q3: 15,492 shares; 2025Q4: 14,368 shares 14,368 $4.58M 0.08% -1,124 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,024 shares; 2024Q4: 15,310 shares; 2025Q1: 15,551 shares; 2025Q2: 16,264 shares; 2025Q3: 15,668 shares; 2025Q4: 31,716 shares 31,716 $4.57M 0.08% +16,048 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: 12,905 shares; 2024Q4: 12,064 shares; 2025Q1: 13,017 shares; 2025Q2: 13,024 shares; 2025Q3: 12,909 shares; 2025Q4: 14,490 shares 14,490 $4.46M 0.07% +1,581 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,265 shares; 2025Q4: 17,022 shares 17,022 $4.29M 0.07% +12,757 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: 5,181 shares; 2024Q4: 7,368 shares; 2025Q1: 8,265 shares; 2025Q2: 8,109 shares; 2025Q3: 9,575 shares; 2025Q4: 11,475 shares 11,475 $4.29M 0.07% +1,900 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,898 shares; 2024Q4: 51,550 shares; 2025Q1: 48,254 shares; 2025Q2: 47,355 shares; 2025Q3: 45,575 shares; 2025Q4: 45,284 shares 45,284 $4.26M 0.07% -291 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 11,269 shares; 2025Q1: 13,291 shares; 2025Q2: 13,180 shares; 2025Q3: 13,631 shares; 2025Q4: 14,113 shares 14,113 $4.26M 0.07% +482 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: 17,253 shares; 2024Q4: 16,515 shares; 2025Q1: 17,235 shares; 2025Q2: 16,654 shares; 2025Q3: 15,868 shares; 2025Q4: 16,111 shares 16,111 $4.23M 0.07% +243 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: 5,464 shares; 2024Q4: 11,642 shares; 2025Q1: 16,662 shares; 2025Q2: 18,280 shares; 2025Q3: 20,466 shares; 2025Q4: 23,773 shares 23,773 $4.23M 0.07% +3,307 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: 26,472 shares; 2024Q4: 26,398 shares; 2025Q1: 25,536 shares; 2025Q2: 25,233 shares; 2025Q3: 25,803 shares; 2025Q4: 26,251 shares 26,251 $4.22M 0.07% +448 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO 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: 128,941 shares; 2025Q2: 128,918 shares; 2025Q3: 128,934 shares; 2025Q4: 128,937 shares 128,937 $4.19M 0.07% +3 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: 15,542 shares; 2024Q4: 15,572 shares; 2025Q1: 16,665 shares; 2025Q2: 17,374 shares; 2025Q3: 17,707 shares; 2025Q4: 16,744 shares 16,744 $4.12M 0.07% -963 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,987 shares; 2024Q4: 55,607 shares; 2025Q1: 61,751 shares; 2025Q2: 59,037 shares; 2025Q3: 58,942 shares; 2025Q4: 58,674 shares 58,674 $4.07M 0.07% -268 Timeline MLRG 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: 43,897 shares; 2024Q4: 43,800 shares; 2025Q1: 43,074 shares; 2025Q2: 42,927 shares; 2025Q3: 42,680 shares; 2025Q4: 42,683 shares 42,683 $4.03M 0.07% +3 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,393 shares; 2024Q4: 209,032 shares; 2025Q1: 207,973 shares; 2025Q2: 201,193 shares; 2025Q3: 48,797 shares; 2025Q4: 48,807 shares 48,807 $4M 0.07% +10 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: 3,027 shares; 2024Q4: 3,217 shares; 2025Q1: 3,759 shares; 2025Q2: 3,954 shares; 2025Q3: 4,314 shares; 2025Q4: 41,217 shares 41,217 $3.86M 0.06% +36,903 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,258 shares; 2024Q4: 310,057 shares; 2025Q1: 296,208 shares; 2025Q2: 212,088 shares; 2025Q3: 64,986 shares; 2025Q4: 86,250 shares 86,250 $3.86M 0.06% +21,264 Timeline SHM 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: 49,675 shares; 2024Q4: 63,348 shares; 2025Q1: 71,714 shares; 2025Q2: 79,921 shares; 2025Q3: 85,801 shares; 2025Q4: 80,192 shares 80,192 $3.85M 0.06% -5,609 Timeline IJT 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: 18,422 shares; 2024Q4: 18,352 shares; 2025Q1: 26,083 shares; 2025Q2: 25,179 shares; 2025Q3: 25,119 shares; 2025Q4: 27,119 shares 27,119 $3.83M 0.06% +2,000 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: 45,693 shares; 2024Q4: 43,309 shares; 2025Q1: 46,967 shares; 2025Q2: 45,287 shares; 2025Q3: 44,105 shares; 2025Q4: 44,538 shares 44,538 $3.75M 0.06% +433 Timeline BOTZ 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: 83,489 shares; 2024Q4: 84,672 shares; 2025Q1: 94,997 shares; 2025Q2: 97,804 shares; 2025Q3: 96,554 shares; 2025Q4: 102,877 shares 102,877 $3.73M 0.06% +6,323 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: 78,451 shares; 2024Q4: 76,443 shares; 2025Q1: 73,588 shares; 2025Q2: 74,603 shares; 2025Q3: 72,953 shares; 2025Q4: 68,550 shares 68,550 $3.69M 0.06% -4,403 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: 29,791 shares; 2024Q4: 44,239 shares; 2025Q1: 46,985 shares; 2025Q2: 51,630 shares; 2025Q3: 48,655 shares; 2025Q4: 18,395 shares 18,395 $3.65M 0.06% -30,260 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: 18,220 shares; 2024Q4: 18,723 shares; 2025Q1: 18,613 shares; 2025Q2: 19,279 shares; 2025Q3: 19,804 shares; 2025Q4: 22,720 shares 22,720 $3.64M 0.06% +2,916 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,799 shares; 2025Q1: 10,275 shares; 2025Q2: 10,043 shares; 2025Q3: 9,151 shares; 2025Q4: 8,003 shares 8,003 $3.63M 0.06% -1,148 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660,812 shares; 2024Q4: 660,489 shares; 2025Q1: 655,445 shares; 2025Q2: 682,277 shares; 2025Q3: 644,595 shares; 2025Q4: 52,330 shares 52,330 $3.52M 0.06% -592,265 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,209 shares; 2025Q4: 40,031 shares 40,031 $3.51M 0.06% +25,822 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: 134,515 shares; 2024Q4: 137,897 shares; 2025Q1: 136,149 shares; 2025Q2: 143,000 shares; 2025Q3: 143,348 shares; 2025Q4: 139,928 shares 139,928 $3.48M 0.06% -3,420 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: 20,794 shares; 2024Q4: 20,245 shares; 2025Q1: 22,598 shares; 2025Q2: 22,052 shares; 2025Q3: 21,365 shares; 2025Q4: 19,159 shares 19,159 $3.36M 0.06% -2,206 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: 4,432 shares; 2024Q4: 4,524 shares; 2025Q1: 4,634 shares; 2025Q2: 4,855 shares; 2025Q3: 5,011 shares; 2025Q4: 5,918 shares 5,918 $3.35M 0.06% +907 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: 5,045 shares; 2024Q4: 5,191 shares; 2025Q1: 5,217 shares; 2025Q2: 5,256 shares; 2025Q3: 6,132 shares; 2025Q4: 6,812 shares 6,812 $3.32M 0.06% +680 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: 12,643 shares; 2024Q4: 13,880 shares; 2025Q1: 13,859 shares; 2025Q2: 13,890 shares; 2025Q3: 14,517 shares; 2025Q4: 17,045 shares 17,045 $3.26M 0.05% +2,528 Timeline USFR 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: 70,884 shares; 2024Q4: 65,884 shares; 2025Q1: 65,884 shares; 2025Q2: 67,660 shares; 2025Q3: 68,668 shares; 2025Q4: 63,798 shares 63,798 $3.21M 0.05% -4,870 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,921 shares; 2024Q4: 542,425 shares; 2025Q1: 115,911 shares; 2025Q2: 81,675 shares; 2025Q3: 65,175 shares; 2025Q4: 56,885 shares 56,885 $3.14M 0.05% -8,290 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: not reported; 2024Q4: not reported; 2025Q1: 67,916 shares; 2025Q2: 51,634 shares; 2025Q3: 52,811 shares; 2025Q4: 54,188 shares 54,188 $3.14M 0.05% +1,377 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,980 shares; 2024Q4: 9,990 shares; 2025Q1: 11,699 shares; 2025Q2: 11,455 shares; 2025Q3: 11,192 shares; 2025Q4: 11,212 shares 11,212 $3.13M 0.05% +20 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: 34,176 shares; 2024Q4: 34,370 shares; 2025Q1: 35,623 shares; 2025Q2: 35,796 shares; 2025Q3: 34,168 shares; 2025Q4: 39,520 shares 39,520 $3.12M 0.05% +5,352 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: 12,151 shares; 2024Q4: 12,830 shares; 2025Q1: 13,110 shares; 2025Q2: 16,155 shares; 2025Q3: 16,684 shares; 2025Q4: 17,511 shares 17,511 $3.11M 0.05% +827 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: 3,586 shares; 2024Q4: 3,930 shares; 2025Q1: 3,739 shares; 2025Q2: 3,709 shares; 2025Q3: 3,887 shares; 2025Q4: 3,898 shares 3,898 $2.94M 0.05% +11 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,776 shares; 2024Q4: 16,920 shares; 2025Q1: 16,838 shares; 2025Q2: 22,258 shares; 2025Q3: 19,200 shares; 2025Q4: 18,678 shares 18,678 $2.89M 0.05% -522 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: 787 shares; 2024Q4: 3,654 shares; 2025Q1: 3,843 shares; 2025Q2: 3,865 shares; 2025Q3: 6,079 shares; 2025Q4: 6,100 shares 6,100 $2.86M 0.05% +21 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: 2,465 shares; 2024Q4: 2,397 shares; 2025Q1: 3,322 shares; 2025Q2: 3,709 shares; 2025Q3: 3,831 shares; 2025Q4: 4,353 shares 4,353 $2.85M 0.05% +522 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,434 shares; 2024Q4: 26,407 shares; 2025Q1: 29,898 shares; 2025Q2: 36,639 shares; 2025Q3: 36,005 shares; 2025Q4: 35,467 shares 35,467 $2.8M 0.05% -538 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: 64,294 shares; 2024Q4: 63,593 shares; 2025Q1: 58,732 shares; 2025Q2: 60,172 shares; 2025Q3: 60,485 shares; 2025Q4: 60,721 shares 60,721 $2.79M 0.05% +236 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,403 shares; 2024Q4: 95,141 shares; 2025Q1: 95,141 shares; 2025Q2: 97,160 shares; 2025Q3: 97,160 shares; 2025Q4: 94,221 shares 94,221 $2.78M 0.05% -2,939 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: 52,033 shares; 2024Q4: 51,388 shares; 2025Q1: 38,038 shares; 2025Q2: 35,075 shares; 2025Q3: 33,466 shares; 2025Q4: 27,220 shares 27,220 $2.72M 0.05% -6,246 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,625 shares; 2024Q4: 33,603 shares; 2025Q1: 33,112 shares; 2025Q2: 35,151 shares; 2025Q3: 34,931 shares; 2025Q4: 26,714 shares 26,714 $2.7M 0.04% -8,217 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 10,988 shares; 2025Q1: 20,676 shares; 2025Q2: 19,844 shares; 2025Q3: 19,229 shares; 2025Q4: 19,229 shares 19,229 $2.68M 0.04% 0 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: 4,997 shares; 2024Q4: 6,383 shares; 2025Q1: 5,201 shares; 2025Q2: 6,245 shares; 2025Q3: 6,715 shares; 2025Q4: 6,700 shares 6,700 $2.66M 0.04% -15 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,603 shares; 2024Q4: 18,236 shares; 2025Q1: 18,763 shares; 2025Q2: 19,037 shares; 2025Q3: 19,190 shares; 2025Q4: 20,520 shares 20,520 $2.65M 0.04% +1,330 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: 5,388 shares; 2024Q4: 6,190 shares; 2025Q1: 8,790 shares; 2025Q2: 8,792 shares; 2025Q3: 7,723 shares; 2025Q4: 12,312 shares 12,312 $2.64M 0.04% +4,589 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: 877 shares; 2024Q4: 1,017 shares; 2025Q1: 1,852 shares; 2025Q2: 1,992 shares; 2025Q3: 2,208 shares; 2025Q4: 2,450 shares 2,450 $2.62M 0.04% +242 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: 8,735 shares; 2024Q4: 8,800 shares; 2025Q1: 9,153 shares; 2025Q2: 9,163 shares; 2025Q3: 10,048 shares; 2025Q4: 10,853 shares 10,853 $2.62M 0.04% +805 Timeline IAT 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: 59,416 shares; 2024Q4: 58,757 shares; 2025Q1: 52,557 shares; 2025Q2: 51,532 shares; 2025Q3: 46,861 shares; 2025Q4: 46,026 shares 46,026 $2.54M 0.04% -835 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: 20,111 shares; 2024Q4: 21,897 shares; 2025Q1: 21,850 shares; 2025Q2: 22,811 shares; 2025Q3: 23,375 shares; 2025Q4: 24,681 shares 24,681 $2.53M 0.04% +1,306 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,762 shares; 2025Q1: 4,837 shares; 2025Q2: 4,991 shares; 2025Q3: 4,881 shares; 2025Q4: 5,110 shares 5,110 $2.47M 0.04% +229 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: 3,289 shares; 2024Q4: 4,808 shares; 2025Q1: 5,603 shares; 2025Q2: 6,740 shares; 2025Q3: 6,835 shares; 2025Q4: 8,036 shares 8,036 $2.44M 0.04% +1,201 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,303 shares; 2024Q4: 50,363 shares; 2025Q1: 50,337 shares; 2025Q2: 43,338 shares; 2025Q3: 43,499 shares; 2025Q4: 47,156 shares 47,156 $2.44M 0.04% +3,657 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: 1,663 shares; 2024Q4: 2,043 shares; 2025Q1: 2,580 shares; 2025Q2: 2,947 shares; 2025Q3: 3,114 shares; 2025Q4: 3,640 shares 3,640 $2.41M 0.04% +526 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: 1,998 shares; 2024Q4: 2,102 shares; 2025Q1: 2,347 shares; 2025Q2: 2,370 shares; 2025Q3: 2,510 shares; 2025Q4: 2,742 shares 2,742 $2.41M 0.04% +232 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: 5,230 shares; 2024Q4: 7,389 shares; 2025Q1: 9,918 shares; 2025Q2: 9,132 shares; 2025Q3: 9,273 shares; 2025Q4: 10,414 shares 10,414 $2.41M 0.04% +1,141 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,284 shares; 2024Q4: 16,868 shares; 2025Q1: 15,726 shares; 2025Q2: 14,419 shares; 2025Q3: 14,061 shares; 2025Q4: 14,211 shares 14,211 $2.4M 0.04% +150 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,211 shares; 2024Q4: 14,231 shares; 2025Q1: 14,314 shares; 2025Q2: 14,218 shares; 2025Q3: 14,273 shares; 2025Q4: 14,339 shares 14,339 $2.4M 0.04% +66 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: 9,619 shares; 2024Q4: 10,098 shares; 2025Q1: 10,776 shares; 2025Q2: 10,894 shares; 2025Q3: 10,828 shares; 2025Q4: 10,910 shares 10,910 $2.31M 0.04% +82 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,280 shares; 2024Q4: 101,730 shares; 2025Q1: 100,730 shares; 2025Q2: 100,729 shares; 2025Q3: 100,644 shares; 2025Q4: 100,131 shares 100,131 $2.3M 0.04% -513 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: 9,738 shares; 2024Q4: 9,745 shares; 2025Q1: 9,610 shares; 2025Q2: 6,125 shares; 2025Q3: 6,251 shares; 2025Q4: 6,429 shares 6,429 $2.27M 0.04% +178 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,482 shares; 2024Q4: 39,909 shares; 2025Q1: 38,349 shares; 2025Q2: 39,672 shares; 2025Q3: 38,484 shares; 2025Q4: 30,210 shares 30,210 $2.27M 0.04% -8,274 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: 12,176 shares; 2024Q4: 14,497 shares; 2025Q1: 14,957 shares; 2025Q2: 15,912 shares; 2025Q3: 17,340 shares; 2025Q4: 18,243 shares 18,243 $2.24M 0.04% +903 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 9,056 shares; 2025Q1: 9,035 shares; 2025Q2: 8,842 shares; 2025Q3: 8,837 shares; 2025Q4: 8,905 shares 8,905 $2.23M 0.04% +68 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: 66,531 shares; 2024Q4: 67,928 shares; 2025Q1: 81,418 shares; 2025Q2: 80,443 shares; 2025Q3: 26,348 shares; 2025Q4: 22,829 shares 22,829 $2.18M 0.04% -3,519 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,511 shares; 2024Q4: 47,938 shares; 2025Q1: 32,506 shares; 2025Q2: 29,616 shares; 2025Q3: 26,390 shares; 2025Q4: 24,061 shares 24,061 $2.14M 0.04% -2,329 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,321 shares; 2024Q4: 58,550 shares; 2025Q1: 61,171 shares; 2025Q2: 62,314 shares; 2025Q3: 62,552 shares; 2025Q4: 63,171 shares 63,171 $2.14M 0.04% +619 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,959 shares; 2024Q4: 12,220 shares; 2025Q1: 12,647 shares; 2025Q2: 13,213 shares; 2025Q3: 13,496 shares; 2025Q4: 13,431 shares 13,431 $2.08M 0.03% -65 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,090 shares; 2024Q4: 30,055 shares; 2025Q1: 29,908 shares; 2025Q2: 27,017 shares; 2025Q3: 25,895 shares; 2025Q4: 24,543 shares 24,543 $2.07M 0.03% -1,352 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: 18,138 shares; 2024Q4: 18,871 shares; 2025Q1: 18,232 shares; 2025Q2: 17,422 shares; 2025Q3: 17,422 shares; 2025Q4: 16,401 shares 16,401 $2.02M 0.03% -1,021 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,385 shares; 2025Q3: 48,432 shares; 2025Q4: 77,075 shares 77,075 $2.01M 0.03% +28,643 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: 3,878 shares; 2024Q4: 4,147 shares; 2025Q1: 5,357 shares; 2025Q2: 4,419 shares; 2025Q3: 5,127 shares; 2025Q4: 5,898 shares 5,898 $1.95M 0.03% +771 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: 4,280 shares; 2024Q4: 4,301 shares; 2025Q1: 4,467 shares; 2025Q2: 4,860 shares; 2025Q3: 5,019 shares; 2025Q4: 5,051 shares 5,051 $1.94M 0.03% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,968 shares; 2025Q4: 10,990 shares 10,990 $1.89M 0.03% +8,022 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: 3,315 shares; 2024Q4: 3,435 shares; 2025Q1: 3,854 shares; 2025Q2: 4,203 shares; 2025Q3: 4,662 shares; 2025Q4: 5,487 shares 5,487 $1.85M 0.03% +825 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: not reported; 2024Q4: 11,483 shares; 2025Q1: 12,409 shares; 2025Q2: 13,628 shares; 2025Q3: 13,754 shares; 2025Q4: 11,197 shares 11,197 $1.81M 0.03% -2,557 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: 19,052 shares; 2024Q4: 19,052 shares; 2025Q1: 17,622 shares; 2025Q2: 17,806 shares; 2025Q3: 17,806 shares; 2025Q4: 18,625 shares 18,625 $1.8M 0.03% +819 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: 3,391 shares; 2024Q4: 3,341 shares; 2025Q1: 7,128 shares; 2025Q2: 6,813 shares; 2025Q3: 6,795 shares; 2025Q4: 5,499 shares 5,499 $1.78M 0.03% -1,296 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,591 shares; 2024Q4: 38,187 shares; 2025Q1: 35,364 shares; 2025Q2: 35,331 shares; 2025Q3: 32,026 shares; 2025Q4: 31,790 shares 31,790 $1.74M 0.03% -236 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,071 shares; 2024Q4: 93,522 shares; 2025Q1: 80,559 shares; 2025Q2: 81,774 shares; 2025Q3: 77,532 shares; 2025Q4: 59,939 shares 59,939 $1.74M 0.03% -17,593 Timeline CIDARA THERAPEUTICS INC COM… CIDARA THERAPEUTICS INC COM NEW More: the full row for CIDARA THERAPEUTICS INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,683 shares 7,683 $1.7M 0.03% new 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: 521 shares; 2024Q4: 551 shares; 2025Q1: 1,577 shares; 2025Q2: 22,797 shares; 2025Q3: 22,773 shares; 2025Q4: 18,602 shares 18,602 $1.7M 0.03% -4,171 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: 7,707 shares; 2024Q4: 8,106 shares; 2025Q1: 8,421 shares; 2025Q2: 7,968 shares; 2025Q3: 8,154 shares; 2025Q4: 8,263 shares 8,263 $1.7M 0.03% +109 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: 2,283 shares; 2024Q4: 2,967 shares; 2025Q1: 3,816 shares; 2025Q2: 3,604 shares; 2025Q3: 3,937 shares; 2025Q4: 5,798 shares 5,798 $1.65M 0.03% +1,861 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,613 shares; 2024Q4: 22,613 shares; 2025Q1: 22,613 shares; 2025Q2: 22,613 shares; 2025Q3: 22,613 shares; 2025Q4: 22,613 shares 22,613 $1.65M 0.03% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,454 shares; 2024Q4: 28,348 shares; 2025Q1: 26,630 shares; 2025Q2: 26,615 shares; 2025Q3: 25,047 shares; 2025Q4: 25,786 shares 25,786 $1.61M 0.03% +739 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: 2,903 shares; 2024Q4: 3,508 shares; 2025Q1: 4,025 shares; 2025Q2: 5,103 shares; 2025Q3: 5,788 shares; 2025Q4: 6,535 shares 6,535 $1.58M 0.03% +747 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: 5,978 shares; 2024Q4: 9,824 shares; 2025Q1: 9,166 shares; 2025Q2: 9,202 shares; 2025Q3: 10,328 shares; 2025Q4: 9,881 shares 9,881 $1.58M 0.03% -447 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: 18,972 shares; 2024Q4: 19,380 shares; 2025Q1: 20,033 shares; 2025Q2: 18,165 shares; 2025Q3: 17,519 shares; 2025Q4: 19,793 shares 19,793 $1.57M 0.03% +2,274 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: 9,558 shares; 2024Q4: 9,473 shares; 2025Q1: 10,818 shares; 2025Q2: 10,780 shares; 2025Q3: 9,958 shares; 2025Q4: 13,286 shares 13,286 $1.55M 0.03% +3,328 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,775 shares; 2025Q1: 3,791 shares; 2025Q2: 3,814 shares; 2025Q3: 3,910 shares; 2025Q4: 4,494 shares 4,494 $1.55M 0.03% +584 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 6,718 shares; 2025Q1: 6,464 shares; 2025Q2: 6,433 shares; 2025Q3: 6,588 shares; 2025Q4: 12,872 shares 12,872 $1.54M 0.03% +6,284 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,267 shares; 2024Q4: 11,713 shares; 2025Q1: 11,932 shares; 2025Q2: 12,478 shares; 2025Q3: 12,323 shares; 2025Q4: 15,714 shares 15,714 $1.54M 0.03% +3,391 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,008 shares; 2024Q4: 11,637 shares; 2025Q1: 11,396 shares; 2025Q2: 10,835 shares; 2025Q3: 10,197 shares; 2025Q4: 9,732 shares 9,732 $1.51M 0.03% -465 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,761 shares; 2024Q4: 2,895 shares; 2025Q1: 3,118 shares; 2025Q2: 3,251 shares; 2025Q3: 2,362 shares; 2025Q4: 3,145 shares 3,145 $1.46M 0.02% +783 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: 1,805 shares; 2024Q4: 1,930 shares; 2025Q1: 2,024 shares; 2025Q2: 2,331 shares; 2025Q3: 2,539 shares; 2025Q4: 2,854 shares 2,854 $1.46M 0.02% +315 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: 17,492 shares; 2024Q4: 19,622 shares; 2025Q1: 18,910 shares; 2025Q2: 18,805 shares; 2025Q3: 19,622 shares; 2025Q4: 26,574 shares 26,574 $1.43M 0.02% +6,952 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: 4,317 shares; 2024Q4: 4,452 shares; 2025Q1: 4,334 shares; 2025Q2: 4,508 shares; 2025Q3: 4,613 shares; 2025Q4: 4,890 shares 4,890 $1.41M 0.02% +277 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: 17,782 shares; 2024Q4: 18,039 shares; 2025Q1: 18,782 shares; 2025Q2: 19,248 shares; 2025Q3: 17,773 shares; 2025Q4: 17,793 shares 17,793 $1.41M 0.02% +20 Timeline IYE 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: 234,637 shares; 2024Q4: 225,756 shares; 2025Q1: 220,523 shares; 2025Q2: 178,601 shares; 2025Q3: 35,674 shares; 2025Q4: 29,438 shares 29,438 $1.4M 0.02% -6,236 Timeline DVYE 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: 40,466 shares; 2024Q4: 41,393 shares; 2025Q1: 41,393 shares; 2025Q2: 42,647 shares; 2025Q3: 44,116 shares; 2025Q4: 44,119 shares 44,119 $1.37M 0.02% +3 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: 4,170 shares; 2024Q4: 4,514 shares; 2025Q1: 4,654 shares; 2025Q2: 4,931 shares; 2025Q3: 5,240 shares; 2025Q4: 5,324 shares 5,324 $1.37M 0.02% +84 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: 29,740 shares; 2024Q4: 23,086 shares; 2025Q1: 26,534 shares; 2025Q2: 25,002 shares; 2025Q3: 24,718 shares; 2025Q4: 21,364 shares 21,364 $1.36M 0.02% -3,354 Timeline NGVC NATURAL GROCERS BY VITAMIN More: the full row for NATURAL GROCERS BY VITAMIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,565 shares; 2024Q4: 53,565 shares; 2025Q1: 53,565 shares; 2025Q2: 53,565 shares; 2025Q3: 53,578 shares; 2025Q4: 53,565 shares 53,565 $1.34M 0.02% -13 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: 19,407 shares; 2024Q4: 20,972 shares; 2025Q1: 21,627 shares; 2025Q2: 21,705 shares; 2025Q3: 22,372 shares; 2025Q4: 22,944 shares 22,944 $1.32M 0.02% +572 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 4,007 shares; 2025Q1: 10,234 shares; 2025Q2: 8,645 shares; 2025Q3: 8,597 shares; 2025Q4: 5,356 shares 5,356 $1.32M 0.02% -3,241 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: 6,300 shares; 2024Q4: 6,450 shares; 2025Q1: 6,668 shares; 2025Q2: 7,683 shares; 2025Q3: 7,678 shares; 2025Q4: 7,716 shares 7,716 $1.3M 0.02% +38 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: 1,779 shares; 2024Q4: 1,723 shares; 2025Q1: 2,607 shares; 2025Q2: 2,561 shares; 2025Q3: 3,150 shares; 2025Q4: 3,038 shares 3,038 $1.3M 0.02% -112 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,973 shares; 2024Q4: 105,247 shares; 2025Q1: 101,453 shares; 2025Q2: 98,173 shares; 2025Q3: 76,107 shares; 2025Q4: 54,510 shares 54,510 $1.29M 0.02% -21,597 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,348 shares; 2025Q4: 27,324 shares 27,324 $1.29M 0.02% +8,976 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: 2,103 shares; 2024Q4: 2,060 shares; 2025Q1: 6,301 shares; 2025Q2: 7,088 shares; 2025Q3: 6,320 shares; 2025Q4: 5,807 shares 5,807 $1.28M 0.02% -513 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,765 shares; 2024Q4: 25,264 shares; 2025Q1: 20,374 shares; 2025Q2: 18,223 shares; 2025Q3: 18,007 shares; 2025Q4: 17,693 shares 17,693 $1.27M 0.02% -314 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: 1,905 shares; 2024Q4: 4,548 shares; 2025Q1: 2,395 shares; 2025Q2: 2,657 shares; 2025Q3: 2,879 shares; 2025Q4: 4,032 shares 4,032 $1.26M 0.02% +1,153 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,320 shares; 2025Q2: 16,388 shares; 2025Q3: 15,136 shares; 2025Q4: 9,178 shares 9,178 $1.24M 0.02% -5,958 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: 813 shares; 2024Q4: 827 shares; 2025Q1: 2,652 shares; 2025Q2: 2,756 shares; 2025Q3: 2,676 shares; 2025Q4: 2,129 shares 2,129 $1.21M 0.02% -547 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: 5,353 shares; 2025Q1: 5,278 shares; 2025Q2: 6,930 shares; 2025Q3: 8,851 shares; 2025Q4: 8,849 shares 8,849 $1.16M 0.02% -2 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: 46,400 shares; 2024Q4: 43,945 shares; 2025Q1: 31,974 shares; 2025Q2: 8,516 shares; 2025Q3: 8,261 shares; 2025Q4: 8,130 shares 8,130 $1.15M 0.02% -131 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,150 shares; 2025Q3: 16,150 shares; 2025Q4: 24,582 shares 24,582 $1.13M 0.02% +8,432 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS 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: 20,559 shares; 2025Q2: 19,245 shares; 2025Q3: 18,019 shares; 2025Q4: 10,374 shares 10,374 $1.12M 0.02% -7,645 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,023 shares; 2024Q4: 15,019 shares; 2025Q1: 15,045 shares; 2025Q2: 15,108 shares; 2025Q3: 15,097 shares; 2025Q4: 15,152 shares 15,152 $1.12M 0.02% +55 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: 7,089 shares; 2024Q4: 6,524 shares; 2025Q1: 6,935 shares; 2025Q2: 6,660 shares; 2025Q3: 8,800 shares; 2025Q4: 11,602 shares 11,602 $1.11M 0.02% +2,802 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,075 shares; 2025Q1: 671 shares; 2025Q2: 669 shares; 2025Q3: 670 shares; 2025Q4: 514 shares 514 $1.1M 0.02% -156 Timeline ATI ATI INC More: the full row for ATI 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: 18,051 shares; 2025Q2: 17,052 shares; 2025Q3: 16,004 shares; 2025Q4: 9,612 shares 9,612 $1.1M 0.02% -6,392 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,583 shares; 2024Q4: 35,555 shares; 2025Q1: 35,556 shares; 2025Q2: 33,907 shares; 2025Q3: 33,677 shares; 2025Q4: 33,077 shares 33,077 $1.1M 0.02% -600 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: 2,622 shares; 2024Q4: 3,162 shares; 2025Q1: 3,338 shares; 2025Q2: 3,433 shares; 2025Q3: 3,842 shares; 2025Q4: 4,825 shares 4,825 $1.1M 0.02% +983 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: 17,925 shares; 2024Q4: 15,749 shares; 2025Q1: 23,272 shares; 2025Q2: 18,241 shares; 2025Q3: 23,264 shares; 2025Q4: 29,743 shares 29,743 $1.1M 0.02% +6,479 Timeline GTLS CHART INDS INC More: the full row for CHART INDS 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: 9,442 shares; 2025Q2: 8,506 shares; 2025Q3: 8,471 shares; 2025Q4: 5,272 shares 5,272 $1.09M 0.02% -3,199 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,515 shares; 2025Q1: 4,621 shares; 2025Q2: 4,460 shares; 2025Q3: 3,416 shares; 2025Q4: 2,412 shares 2,412 $1.08M 0.02% -1,004 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: 7,191 shares; 2024Q4: 7,920 shares; 2025Q1: 8,445 shares; 2025Q2: 8,271 shares; 2025Q3: 8,631 shares; 2025Q4: 9,260 shares 9,260 $1.07M 0.02% +629 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: 5,204 shares; 2024Q4: 5,279 shares; 2025Q1: 5,295 shares; 2025Q2: 5,438 shares; 2025Q3: 5,441 shares; 2025Q4: 5,435 shares 5,435 $1.06M 0.02% -6 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,783 shares; 2024Q4: 9,696 shares; 2025Q1: 9,923 shares; 2025Q2: 10,093 shares; 2025Q3: 10,319 shares; 2025Q4: 10,295 shares 10,295 $1.06M 0.02% -24 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 9,741 shares; 2025Q1: 9,803 shares; 2025Q2: 8,892 shares; 2025Q3: 9,083 shares; 2025Q4: 9,153 shares 9,153 $1.04M 0.02% +70 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: 6,320 shares; 2024Q4: 9,831 shares; 2025Q1: 13,091 shares; 2025Q2: 13,209 shares; 2025Q3: 14,371 shares; 2025Q4: 13,972 shares 13,972 $1.03M 0.02% -399 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,965 shares; 2025Q2: 6,989 shares; 2025Q3: 6,305 shares; 2025Q4: 5,053 shares 5,053 $1.03M 0.02% -1,252 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: 19,795 shares; 2024Q4: 22,881 shares; 2025Q1: 25,370 shares; 2025Q2: 30,059 shares; 2025Q3: 42,771 shares; 2025Q4: 41,006 shares 41,006 $1.02M 0.02% -1,765 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: 591 shares; 2024Q4: 727 shares; 2025Q1: 679 shares; 2025Q2: 643 shares; 2025Q3: 754 shares; 2025Q4: 948 shares 948 $1.01M 0.02% +194 Timeline PFF 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: 31,771 shares; 2024Q4: 32,543 shares; 2025Q1: 33,088 shares; 2025Q2: 33,863 shares; 2025Q3: 33,661 shares; 2025Q4: 32,036 shares 32,036 $992K 0.02% -1,625 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,189 shares; 2025Q2: 6,178 shares; 2025Q3: 5,763 shares; 2025Q4: 3,898 shares 3,898 $988K 0.02% -1,865 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,721 shares; 2024Q4: 19,694 shares; 2025Q1: 19,825 shares; 2025Q2: 19,927 shares; 2025Q3: 20,046 shares; 2025Q4: 20,399 shares 20,399 $981K 0.02% +353 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,980 shares; 2024Q4: 25,980 shares; 2025Q1: 25,980 shares; 2025Q2: 25,995 shares; 2025Q3: 32,761 shares; 2025Q4: 29,369 shares 29,369 $979K 0.02% -3,392 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: 10,773 shares; 2025Q1: 8,221 shares; 2025Q2: 8,520 shares; 2025Q3: 8,292 shares; 2025Q4: 8,196 shares 8,196 $978K 0.02% -96 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,794 shares; 2025Q2: 9,294 shares; 2025Q3: 9,220 shares; 2025Q4: 8,335 shares 8,335 $977K 0.02% -885 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161,696 shares; 2025Q2: 272,497 shares; 2025Q3: 259,838 shares; 2025Q4: 11,128 shares 11,128 $960K 0.02% -248,710 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: 6,836 shares; 2024Q4: 6,562 shares; 2025Q1: 9,420 shares; 2025Q2: 8,347 shares; 2025Q3: 10,985 shares; 2025Q4: 11,569 shares 11,569 $945K 0.02% +584 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 3,071 shares; 2025Q1: 2,876 shares; 2025Q2: 3,047 shares; 2025Q3: 3,404 shares; 2025Q4: 11,243 shares 11,243 $933K 0.02% +7,839 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,860 shares; 2025Q1: 2,271 shares; 2025Q2: 2,250 shares; 2025Q3: 2,484 shares; 2025Q4: 3,175 shares 3,175 $932K 0.02% +691 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,378 shares; 2025Q3: 11,471 shares; 2025Q4: 13,840 shares 13,840 $916K 0.02% +2,369 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: 23,323 shares; 2024Q4: 18,986 shares; 2025Q1: 17,442 shares; 2025Q2: 18,224 shares; 2025Q3: 16,635 shares; 2025Q4: 16,615 shares 16,615 $909K 0.02% -20 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,346 shares; 2025Q2: 5,982 shares; 2025Q3: 5,758 shares; 2025Q4: 4,604 shares 4,604 $895K 0.01% -1,154 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,982 shares; 2025Q1: 8,383 shares; 2025Q2: 8,294 shares; 2025Q3: 7,708 shares; 2025Q4: 5,562 shares 5,562 $893K 0.01% -2,146 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: 5,098 shares; 2024Q4: 5,379 shares; 2025Q1: 5,403 shares; 2025Q2: 6,406 shares; 2025Q3: 9,028 shares; 2025Q4: 7,615 shares 7,615 $893K 0.01% -1,413 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 2,616 shares; 2025Q1: 2,342 shares; 2025Q2: 1,609 shares; 2025Q3: 2,086 shares; 2025Q4: 3,496 shares 3,496 $884K 0.01% +1,410 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,516 shares; 2025Q2: 58,063 shares; 2025Q3: 49,320 shares; 2025Q4: 29,224 shares 29,224 $874K 0.01% -20,096 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: 1,088 shares; 2024Q4: 1,137 shares; 2025Q1: 1,316 shares; 2025Q2: 1,551 shares; 2025Q3: 1,827 shares; 2025Q4: 2,448 shares 2,448 $865K 0.01% +621 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: 2,858 shares; 2024Q4: 2,445 shares; 2025Q1: 2,432 shares; 2025Q2: 2,868 shares; 2025Q3: 3,326 shares; 2025Q4: 3,973 shares 3,973 $863K 0.01% +647 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: not reported; 2024Q4: not reported; 2025Q1: 23,325 shares; 2025Q2: 20,816 shares; 2025Q3: 16,890 shares; 2025Q4: 10,094 shares 10,094 $858K 0.01% -6,796 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: 2,490 shares; 2024Q4: 3,161 shares; 2025Q1: 3,107 shares; 2025Q2: 3,159 shares; 2025Q3: 4,052 shares; 2025Q4: 4,052 shares 4,052 $852K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 407 shares; 2025Q3: 410 shares; 2025Q4: 1,711 shares 1,711 $839K 0.01% +1,301 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: not reported; 2024Q4: not reported; 2025Q1: 915 shares; 2025Q2: 1,317 shares; 2025Q3: 1,701 shares; 2025Q4: 2,829 shares 2,829 $837K 0.01% +1,128 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,777 shares; 2024Q4: 15,710 shares; 2025Q1: 16,929 shares; 2025Q2: 16,658 shares; 2025Q3: 16,495 shares; 2025Q4: 15,815 shares 15,815 $836K 0.01% -680 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489,104 shares; 2024Q4: 1,485,122 shares; 2025Q1: 1,459,631 shares; 2025Q2: 1,434,344 shares; 2025Q3: 928,777 shares; 2025Q4: 48,333 shares 48,333 $834K 0.01% -880,444 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: not reported; 2024Q4: 4,633 shares; 2025Q1: 5,868 shares; 2025Q2: 5,119 shares; 2025Q3: 6,282 shares; 2025Q4: 10,740 shares 10,740 $823K 0.01% +4,458 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 3,120 shares; 2025Q2: 2,953 shares; 2025Q3: 2,883 shares; 2025Q4: 1,809 shares 1,809 $821K 0.01% -1,074 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: not reported; 2024Q4: 756 shares; 2025Q1: 3,728 shares; 2025Q2: 3,778 shares; 2025Q3: 3,623 shares; 2025Q4: 2,572 shares 2,572 $804K 0.01% -1,051 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: 13,098 shares; 2024Q4: 13,928 shares; 2025Q1: 15,500 shares; 2025Q2: 18,035 shares; 2025Q3: 20,933 shares; 2025Q4: 19,587 shares 19,587 $798K 0.01% -1,346 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,625 shares; 2024Q4: 22,095 shares; 2025Q1: 12,011 shares; 2025Q2: 11,738 shares; 2025Q3: 11,239 shares; 2025Q4: 9,564 shares 9,564 $792K 0.01% -1,675 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: 5,857 shares; 2024Q4: 11,257 shares; 2025Q1: 15,583 shares; 2025Q2: 13,666 shares; 2025Q3: 14,746 shares; 2025Q4: 14,619 shares 14,619 $789K 0.01% -127 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: 17,281 shares; 2024Q4: 18,513 shares; 2025Q1: 19,656 shares; 2025Q2: 19,377 shares; 2025Q3: 20,356 shares; 2025Q4: 19,864 shares 19,864 $778K 0.01% -492 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: 6,420 shares; 2024Q4: 7,777 shares; 2025Q1: 7,578 shares; 2025Q2: 7,509 shares; 2025Q3: 7,482 shares; 2025Q4: 8,119 shares 8,119 $760K 0.01% +637 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,264 shares; 2025Q1: 4,238 shares; 2025Q2: 4,239 shares; 2025Q3: 4,330 shares; 2025Q4: 4,420 shares 4,420 $749K 0.01% +90 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: 2,906 shares; 2024Q4: 3,165 shares; 2025Q1: 3,165 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,494 shares 3,494 $740K 0.01% +319 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: not reported; 2024Q4: not reported; 2025Q1: 15,931 shares; 2025Q2: 15,048 shares; 2025Q3: 13,561 shares; 2025Q4: 8,211 shares 8,211 $739K 0.01% -5,350 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: 3,103 shares; 2024Q4: 3,135 shares; 2025Q1: 3,183 shares; 2025Q2: 3,237 shares; 2025Q3: 3,337 shares; 2025Q4: 3,631 shares 3,631 $732K 0.01% +294 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: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 8,769 shares; 2025Q2: 8,729 shares; 2025Q3: 8,729 shares; 2025Q4: 8,979 shares 8,979 $729K 0.01% +250 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,758 shares; 2024Q4: 9,750 shares; 2025Q1: 9,797 shares; 2025Q2: 9,780 shares; 2025Q3: 9,788 shares; 2025Q4: 9,828 shares 9,828 $726K 0.01% +40 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: 448 shares; 2024Q4: not reported; 2025Q1: 829 shares; 2025Q2: 860 shares; 2025Q3: 970 shares; 2025Q4: 1,068 shares 1,068 $723K 0.01% +98 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP 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: 46,363 shares; 2025Q2: 41,345 shares; 2025Q3: 37,069 shares; 2025Q4: 22,827 shares 22,827 $717K 0.01% -14,242 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: 4,721 shares; 2024Q4: 4,900 shares; 2025Q1: 5,796 shares; 2025Q2: 6,146 shares; 2025Q3: 7,628 shares; 2025Q4: 8,106 shares 8,106 $716K 0.01% +478 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 1,061 shares 1,061 $715K 0.01% +681 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 10,270 shares; 2025Q1: 11,582 shares; 2025Q2: 11,619 shares; 2025Q3: 10,043 shares; 2025Q4: 9,197 shares 9,197 $714K 0.01% -846 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: 4,687 shares; 2024Q4: 4,572 shares; 2025Q1: 4,593 shares; 2025Q2: 4,613 shares; 2025Q3: 4,919 shares; 2025Q4: 5,585 shares 5,585 $712K 0.01% +666 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,146 shares; 2025Q1: 3,817 shares; 2025Q2: 3,782 shares; 2025Q3: 6,216 shares; 2025Q4: 9,330 shares 9,330 $711K 0.01% +3,114 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,595 shares 14,595 $709K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 6,608 shares; 2025Q1: 7,417 shares; 2025Q2: 14,072 shares; 2025Q3: 15,138 shares; 2025Q4: 17,637 shares 17,637 $708K 0.01% +2,499 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 4,704 shares; 2025Q1: 4,903 shares; 2025Q2: 4,871 shares; 2025Q3: 5,028 shares; 2025Q4: 5,422 shares 5,422 $708K 0.01% +394 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: not reported; 2024Q4: 437 shares; 2025Q1: 574 shares; 2025Q2: 649 shares; 2025Q3: 752 shares; 2025Q4: 862 shares 862 $707K 0.01% +110 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: 1,385 shares; 2024Q4: 2,484 shares; 2025Q1: 1,617 shares; 2025Q2: 1,611 shares; 2025Q3: 1,917 shares; 2025Q4: 2,432 shares 2,432 $705K 0.01% +515 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: 2,918 shares; 2024Q4: 6,659 shares; 2025Q1: 6,676 shares; 2025Q2: 6,575 shares; 2025Q3: 6,808 shares; 2025Q4: 7,571 shares 7,571 $700K 0.01% +763 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,126 shares; 2025Q1: 2,666 shares; 2025Q2: 2,497 shares; 2025Q3: 2,672 shares; 2025Q4: 5,140 shares 5,140 $698K 0.01% +2,468 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,159 shares; 2025Q4: 13,450 shares 13,450 $689K 0.01% +7,291 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 7,007 shares; 2025Q1: 6,904 shares; 2025Q2: 7,191 shares; 2025Q3: 7,213 shares; 2025Q4: 7,601 shares 7,601 $689K 0.01% +388 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: 10,632 shares; 2024Q4: 10,021 shares; 2025Q1: 9,757 shares; 2025Q2: 9,833 shares; 2025Q3: 10,413 shares; 2025Q4: 11,431 shares 11,431 $685K 0.01% +1,018 Timeline PHO 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: 8,704 shares; 2024Q4: 8,676 shares; 2025Q1: 9,181 shares; 2025Q2: 9,253 shares; 2025Q3: 9,630 shares; 2025Q4: 9,696 shares 9,696 $683K 0.01% +66 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 6,899 shares; 2025Q1: 5,782 shares; 2025Q2: 5,765 shares; 2025Q3: 5,762 shares; 2025Q4: 6,179 shares 6,179 $681K 0.01% +417 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: 4,858 shares; 2024Q4: 4,768 shares; 2025Q1: 4,768 shares; 2025Q2: 4,768 shares; 2025Q3: 4,768 shares; 2025Q4: 4,738 shares 4,738 $669K 0.01% -30 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: 2,199 shares; 2024Q4: 3,232 shares; 2025Q1: 3,954 shares; 2025Q2: 4,037 shares; 2025Q3: 4,204 shares; 2025Q4: 4,399 shares 4,399 $666K 0.01% +195 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,469 shares; 2025Q2: 13,736 shares; 2025Q3: 13,081 shares; 2025Q4: 7,591 shares 7,591 $665K 0.01% -5,490 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,981 shares; 2025Q3: 17,667 shares; 2025Q4: 12,936 shares 12,936 $659K 0.01% -4,731 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: 7,670 shares; 2024Q4: 8,050 shares; 2025Q1: 8,399 shares; 2025Q2: 8,407 shares; 2025Q3: 6,288 shares; 2025Q4: 8,931 shares 8,931 $656K 0.01% +2,643 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,430 shares; 2025Q3: 1,841 shares; 2025Q4: 3,098 shares 3,098 $635K 0.01% +1,257 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,577 shares; 2025Q1: 2,965 shares; 2025Q2: 2,961 shares; 2025Q3: 2,987 shares; 2025Q4: 3,920 shares 3,920 $625K 0.01% +933 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: 812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 836 shares; 2025Q3: 937 shares; 2025Q4: 1,603 shares 1,603 $624K 0.01% +666 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: 323 shares; 2024Q4: 470 shares; 2025Q1: 506 shares; 2025Q2: 605 shares; 2025Q3: 526 shares; 2025Q4: 615 shares 615 $620K 0.01% +89 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: not reported; 2024Q4: not reported; 2025Q1: 2,610 shares; 2025Q2: 3,180 shares; 2025Q3: 3,583 shares; 2025Q4: 3,778 shares 3,778 $615K 0.01% +195 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,242 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares 2,041 $615K 0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,313 shares; 2024Q4: 4,840 shares; 2025Q1: 4,821 shares; 2025Q2: 5,149 shares; 2025Q3: 5,140 shares; 2025Q4: 6,046 shares 6,046 $614K 0.01% +906 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,198 shares; 2024Q4: 43,628 shares; 2025Q1: 41,990 shares; 2025Q2: 29,801 shares; 2025Q3: 33,405 shares; 2025Q4: 33,164 shares 33,164 $611K 0.01% -241 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,205 shares; 2025Q4: 6,102 shares 6,102 $609K 0.01% +1,897 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 5,895 shares 5,895 $609K 0.01% +3,045 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,762 shares; 2025Q2: 12,104 shares; 2025Q3: 11,211 shares; 2025Q4: 6,560 shares 6,560 $601K 0.01% -4,651 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,483 shares; 2025Q3: 15,014 shares; 2025Q4: 10,392 shares 10,392 $597K 0.01% -4,622 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: 4,889 shares; 2024Q4: 6,823 shares; 2025Q1: 7,497 shares; 2025Q2: 7,592 shares; 2025Q3: 8,335 shares; 2025Q4: 8,849 shares 8,849 $593K 0.01% +514 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: 1,735 shares; 2024Q4: 2,237 shares; 2025Q1: 2,762 shares; 2025Q2: 2,232 shares; 2025Q3: 3,278 shares; 2025Q4: 4,624 shares 4,624 $590K 0.01% +1,346 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: 4,736 shares; 2024Q4: 5,730 shares; 2025Q1: 5,704 shares; 2025Q2: 6,207 shares; 2025Q3: 6,098 shares; 2025Q4: 7,466 shares 7,466 $589K 0.01% +1,368 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 867 shares; 2025Q4: 1,261 shares 1,261 $589K 0.01% +394 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 2,658 shares; 2025Q1: 2,524 shares; 2025Q2: 2,542 shares; 2025Q3: 2,606 shares; 2025Q4: 2,952 shares 2,952 $587K 0.01% +346 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,206 shares; 2025Q2: 5,129 shares; 2025Q3: 7,026 shares; 2025Q4: 5,956 shares 5,956 $573K 0.01% -1,070 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,592 shares; 2025Q3: 2,173 shares; 2025Q4: 2,513 shares 2,513 $572K 0.01% +340 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 4,904 shares 4,904 $569K 0.01% +2,535 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,724 shares; 2024Q4: 4,218 shares; 2025Q1: 4,279 shares; 2025Q2: 4,236 shares; 2025Q3: 4,686 shares; 2025Q4: 6,936 shares 6,936 $569K 0.01% +2,250 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: 441 shares; 2024Q4: 508 shares; 2025Q1: 639 shares; 2025Q2: 811 shares; 2025Q3: 943 shares; 2025Q4: 1,107 shares 1,107 $566K 0.01% +164 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,179 shares; 2025Q1: 1,201 shares; 2025Q2: 1,154 shares; 2025Q3: 1,305 shares; 2025Q4: 2,233 shares 2,233 $560K 0.01% +928 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,545 shares; 2025Q3: 1,775 shares; 2025Q4: 3,426 shares 3,426 $557K 0.01% +1,651 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,400 shares; 2025Q1: 4,350 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares; 2025Q4: 4,152 shares 4,152 $554K 0.01% -100 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: not reported; 2024Q4: not reported; 2025Q1: 1,713 shares; 2025Q2: 2,187 shares; 2025Q3: 3,071 shares; 2025Q4: 4,019 shares 4,019 $554K 0.01% +948 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: 5,210 shares; 2024Q4: 5,210 shares; 2025Q1: 4,410 shares; 2025Q2: 5,192 shares; 2025Q3: 5,244 shares; 2025Q4: 5,778 shares 5,778 $549K 0.01% +534 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: 476 shares; 2024Q4: 442 shares; 2025Q1: 467 shares; 2025Q2: 589 shares; 2025Q3: 764 shares; 2025Q4: 711 shares 711 $549K 0.01% -53 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: 2,104 shares; 2024Q4: 2,309 shares; 2025Q1: 2,970 shares; 2025Q2: 2,750 shares; 2025Q3: 2,939 shares; 2025Q4: 3,979 shares 3,979 $549K 0.01% +1,040 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: 119 shares; 2024Q4: 151 shares; 2025Q1: 180 shares; 2025Q2: 181 shares; 2025Q3: 184 shares; 2025Q4: 161 shares 161 $547K 0.01% -23 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: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,132 shares 1,132 $544K 0.01% +33 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,265 shares; 2024Q4: 16,291 shares; 2025Q1: 6,589 shares; 2025Q2: 6,946 shares; 2025Q3: 7,107 shares; 2025Q4: 7,316 shares 7,316 $543K 0.01% +209 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 7,724 shares; 2025Q1: 7,742 shares; 2025Q2: 8,447 shares; 2025Q3: 8,092 shares; 2025Q4: 10,160 shares 10,160 $538K 0.01% +2,068 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: 5,161 shares; 2024Q4: 5,072 shares; 2025Q1: 4,916 shares; 2025Q2: 5,412 shares; 2025Q3: 3,581 shares; 2025Q4: 5,348 shares 5,348 $531K 0.01% +1,767 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,927 shares; 2025Q4: 3,882 shares 3,882 $528K 0.01% +955 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 5,982 shares; 2025Q1: 6,833 shares; 2025Q2: 7,358 shares; 2025Q3: 8,535 shares; 2025Q4: 13,041 shares 13,041 $524K 0.01% +4,506 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,091 shares; 2025Q4: 7,534 shares 7,534 $523K 0.01% +3,443 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 4,271 shares; 2025Q1: 4,712 shares; 2025Q2: 4,793 shares; 2025Q3: 4,820 shares; 2025Q4: 5,428 shares 5,428 $511K 0.01% +608 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: 4,216 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 3,928 shares 3,928 $506K 0.01% -288 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 2,042 shares; 2025Q1: 1,849 shares; 2025Q2: 2,099 shares; 2025Q3: 2,295 shares; 2025Q4: 2,641 shares 2,641 $506K 0.01% +346 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 2,077 shares; 2025Q1: 2,204 shares; 2025Q2: 2,202 shares; 2025Q3: 1,968 shares; 2025Q4: 2,002 shares 2,002 $505K 0.01% +34 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: 527 shares; 2024Q4: 669 shares; 2025Q1: 1,052 shares; 2025Q2: 1,090 shares; 2025Q3: 1,058 shares; 2025Q4: 1,441 shares 1,441 $505K 0.01% +383 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 25,308 shares; 2025Q1: 20,654 shares; 2025Q2: 20,986 shares; 2025Q3: 20,986 shares; 2025Q4: 20,988 shares 20,988 $505K 0.01% +2 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 3,097 shares; 2025Q1: 3,549 shares; 2025Q2: 2,890 shares; 2025Q3: 3,340 shares; 2025Q4: 4,853 shares 4,853 $503K 0.01% +1,513 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 6,261 shares; 2025Q1: 6,980 shares; 2025Q2: 6,673 shares; 2025Q3: 7,180 shares; 2025Q4: 9,284 shares 9,284 $503K 0.01% +2,104 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,813 shares; 2025Q1: 2,149 shares; 2025Q2: 2,358 shares; 2025Q3: 2,810 shares; 2025Q4: 3,186 shares 3,186 $500K 0.01% +376 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: 1,062 shares; 2024Q4: 1,256 shares; 2025Q1: 1,157 shares; 2025Q2: 1,376 shares; 2025Q3: 1,330 shares; 2025Q4: 1,468 shares 1,468 $496K 0.01% +138 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,592 shares; 2024Q4: 15,592 shares; 2025Q1: 15,592 shares; 2025Q2: 16,192 shares; 2025Q3: 15,393 shares; 2025Q4: 15,392 shares 15,392 $493K 0.01% -1 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,546 shares; 2025Q1: 2,850 shares; 2025Q2: 2,510 shares; 2025Q3: 2,713 shares; 2025Q4: 3,023 shares 3,023 $493K 0.01% +310 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,000 shares; 2025Q1: 2,021 shares; 2025Q2: 2,012 shares; 2025Q3: 2,076 shares; 2025Q4: 2,388 shares 2,388 $493K 0.01% +312 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,684 shares; 2025Q4: 6,061 shares 6,061 $493K 0.01% +1,377 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,932 shares 5,932 $492K 0.01% new 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: 1,346 shares; 2024Q4: 2,128 shares; 2025Q1: 1,771 shares; 2025Q2: 1,753 shares; 2025Q3: 1,687 shares; 2025Q4: 2,016 shares 2,016 $490K 0.01% +329 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,454 shares; 2025Q1: 1,485 shares; 2025Q2: 1,492 shares; 2025Q3: 1,501 shares; 2025Q4: 1,526 shares 1,526 $488K 0.01% +25 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: 965 shares; 2024Q4: 1,026 shares; 2025Q1: 1,075 shares; 2025Q2: 1,126 shares; 2025Q3: 1,121 shares; 2025Q4: 1,284 shares 1,284 $488K 0.01% +163 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 3,215 shares; 2025Q3: 3,618 shares; 2025Q4: 4,056 shares 4,056 $486K 0.01% +438 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: 9,813 shares; 2024Q4: 11,369 shares; 2025Q1: 14,431 shares; 2025Q2: 13,341 shares; 2025Q3: 6,431 shares; 2025Q4: 6,503 shares 6,503 $478K 0.01% +72 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: 1,553 shares; 2024Q4: 1,672 shares; 2025Q1: 1,522 shares; 2025Q2: 1,743 shares; 2025Q3: 1,350 shares; 2025Q4: 1,726 shares 1,726 $475K 0.01% +376 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: 3,670 shares; 2024Q4: 3,822 shares; 2025Q1: 4,576 shares; 2025Q2: 4,863 shares; 2025Q3: 5,186 shares; 2025Q4: 4,859 shares 4,859 $472K 0.01% -327 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: 4,163 shares; 2024Q4: 3,404 shares; 2025Q1: 4,672 shares; 2025Q2: 5,434 shares; 2025Q3: 4,781 shares; 2025Q4: 3,566 shares 3,566 $469K 0.01% -1,215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,228 shares; 2025Q3: 1,536 shares; 2025Q4: 2,702 shares 2,702 $469K 0.01% +1,166 Timeline MAS MASCO CORP More: the full row for MASCO 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: 17,729 shares; 2025Q2: 15,740 shares; 2025Q3: 9,056 shares; 2025Q4: 7,388 shares 7,388 $469K 0.01% -1,668 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 4,051 shares; 2025Q1: 4,372 shares; 2025Q2: 4,877 shares; 2025Q3: 5,137 shares; 2025Q4: 5,838 shares 5,838 $469K 0.01% +701 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: not reported; 2024Q4: 807 shares; 2025Q1: 1,165 shares; 2025Q2: 1,348 shares; 2025Q3: 1,419 shares; 2025Q4: 1,621 shares 1,621 $468K 0.01% +202 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: 2,639 shares; 2024Q4: 2,685 shares; 2025Q1: 2,505 shares; 2025Q2: 2,769 shares; 2025Q3: 3,305 shares; 2025Q4: 4,243 shares 4,243 $468K 0.01% +938 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 1,972 shares; 2025Q1: 2,121 shares; 2025Q2: 2,441 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares 2,564 $467K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,642 shares 1,642 $465K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 4,516 shares; 2025Q1: 4,472 shares; 2025Q2: 4,666 shares; 2025Q3: 7,058 shares; 2025Q4: 7,927 shares 7,927 $463K 0.01% +869 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,814 shares; 2025Q1: 3,882 shares; 2025Q2: 4,397 shares; 2025Q3: 4,308 shares; 2025Q4: 4,680 shares 4,680 $463K 0.01% +372 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: 291 shares; 2024Q4: not reported; 2025Q1: 387 shares; 2025Q2: 384 shares; 2025Q3: 462 shares; 2025Q4: 509 shares 509 $462K 0.01% +47 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 4,926 shares; 2025Q1: 4,895 shares; 2025Q2: 5,559 shares; 2025Q3: 4,505 shares; 2025Q4: 6,169 shares 6,169 $460K 0.01% +1,664 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,831 shares; 2025Q4: 19,087 shares 19,087 $458K 0.01% +256 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 759 shares; 2025Q1: 1,282 shares; 2025Q2: 1,424 shares; 2025Q3: 1,567 shares; 2025Q4: 2,048 shares 2,048 $458K 0.01% +481 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,574 shares; 2025Q1: 1,631 shares; 2025Q2: 1,587 shares; 2025Q3: 1,139 shares; 2025Q4: 2,198 shares 2,198 $457K 0.01% +1,059 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: 2,556 shares 2,556 $456K 0.01% +1,486 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,392 shares; 2024Q4: 34,716 shares; 2025Q1: 35,049 shares; 2025Q2: 34,514 shares; 2025Q3: 35,158 shares; 2025Q4: 24,399 shares 24,399 $449K 0.01% -10,759 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: 7,107 shares; 2024Q4: 5,459 shares; 2025Q1: 5,431 shares; 2025Q2: 4,529 shares; 2025Q3: 4,495 shares; 2025Q4: 4,590 shares 4,590 $441K 0.01% +95 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: not reported; 2024Q4: 911 shares; 2025Q1: 1,635 shares; 2025Q2: 1,187 shares; 2025Q3: 1,753 shares; 2025Q4: 2,173 shares 2,173 $441K 0.01% +420 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,776 shares; 2025Q4: 2,374 shares 2,374 $441K 0.01% +598 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: 4,023 shares; 2024Q4: 4,100 shares; 2025Q1: 5,113 shares; 2025Q2: 6,481 shares; 2025Q3: 3,548 shares; 2025Q4: 5,112 shares 5,112 $437K 0.01% +1,564 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: not reported; 2024Q4: not reported; 2025Q1: 4,944 shares; 2025Q2: 5,846 shares; 2025Q3: 7,375 shares; 2025Q4: 9,918 shares 9,918 $432K 0.01% +2,543 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: not reported; 2024Q4: not reported; 2025Q1: 1,189 shares; 2025Q2: 1,111 shares; 2025Q3: 1,334 shares; 2025Q4: 2,058 shares 2,058 $429K 0.01% +724 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,266 shares; 2025Q3: 2,981 shares; 2025Q4: 4,190 shares 4,190 $429K 0.01% +1,209 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: 2,948 shares; 2024Q4: 2,981 shares; 2025Q1: 3,509 shares; 2025Q2: 3,287 shares; 2025Q3: 3,587 shares; 2025Q4: 3,903 shares 3,903 $427K 0.01% +316 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 4,190 shares; 2025Q1: 4,131 shares; 2025Q2: 4,062 shares; 2025Q3: 4,034 shares; 2025Q4: 4,606 shares 4,606 $425K 0.01% +572 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,665 shares; 2025Q3: 2,456 shares; 2025Q4: 4,259 shares 4,259 $422K 0.01% +1,803 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,161 shares 7,161 $420K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 1,644 shares; 2025Q3: 2,036 shares; 2025Q4: 2,230 shares 2,230 $419K 0.01% +194 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,951 shares; 2025Q1: 3,410 shares; 2025Q2: 2,943 shares; 2025Q3: 3,076 shares; 2025Q4: 3,315 shares 3,315 $417K 0.01% +239 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,672 shares 3,672 $411K 0.01% new Timeline PSK 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: 22,821 shares; 2024Q4: 22,821 shares; 2025Q1: 22,821 shares; 2025Q2: 19,646 shares; 2025Q3: 19,046 shares; 2025Q4: 12,929 shares 12,929 $410K 0.01% -6,117 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 9,666 shares; 2025Q1: 11,242 shares; 2025Q2: 11,276 shares; 2025Q3: 10,812 shares; 2025Q4: 10,250 shares 10,250 $402K 0.01% -562 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 5,647 shares; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 1,738 shares; 2025Q4: 1,842 shares 1,842 $400K 0.01% +104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares 722 $399K 0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,665 shares; 2024Q4: 4,942 shares; 2025Q1: 4,942 shares; 2025Q2: 4,942 shares; 2025Q3: 4,927 shares; 2025Q4: 4,927 shares 4,927 $397K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,973 shares 1,973 $394K 0.01% +800 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,796 shares 1,796 $392K 0.01% new Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,354 shares; 2025Q1: 8,765 shares; 2025Q2: 8,550 shares; 2025Q3: 8,425 shares; 2025Q4: 8,595 shares 8,595 $390K 0.01% +170 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,026 shares; 2025Q1: 4,067 shares; 2025Q2: 3,854 shares; 2025Q3: 4,033 shares; 2025Q4: 4,465 shares 4,465 $388K 0.01% +432 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,224 shares; 2025Q3: 1,532 shares; 2025Q4: 1,818 shares 1,818 $388K 0.01% +286 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: 2,686 shares; 2024Q4: 2,656 shares; 2025Q1: 3,454 shares; 2025Q2: 4,209 shares; 2025Q3: 4,691 shares; 2025Q4: 4,440 shares 4,440 $387K 0.01% -251 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,636 shares 4,636 $387K 0.01% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares 1,396 $387K 0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,821 shares; 2025Q4: 2,194 shares 2,194 $386K 0.01% +373 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: not reported; 2024Q4: not reported; 2025Q1: 1,122 shares; 2025Q2: 1,421 shares; 2025Q3: 1,746 shares; 2025Q4: 1,698 shares 1,698 $384K 0.01% -48 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,123 shares 1,123 $382K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,887 shares; 2025Q3: 5,855 shares; 2025Q4: 7,511 shares 7,511 $381K 0.01% +1,656 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 685 shares 685 $377K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,087 shares 13,087 $377K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 910 shares; 2025Q1: 893 shares; 2025Q2: 881 shares; 2025Q3: 1,183 shares; 2025Q4: 1,689 shares 1,689 $377K 0.01% +506 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,203 shares 1,203 $373K 0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,051 shares 1,051 $372K 0.01% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 3,943 shares; 2025Q1: 3,942 shares; 2025Q2: 3,942 shares; 2025Q3: 3,942 shares; 2025Q4: 3,809 shares 3,809 $370K 0.01% -133 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,230 shares; 2025Q1: 1,514 shares; 2025Q2: 1,536 shares; 2025Q3: 1,723 shares; 2025Q4: 1,765 shares 1,765 $367K 0.01% +42 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,854 shares 7,854 $367K 0.01% new Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,306 shares; 2025Q1: 3,412 shares; 2025Q2: 3,380 shares; 2025Q3: 3,820 shares; 2025Q4: 5,346 shares 5,346 $366K 0.01% +1,526 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 2,055 shares; 2025Q1: 2,016 shares; 2025Q2: 2,016 shares; 2025Q3: 2,016 shares; 2025Q4: 2,016 shares 2,016 $365K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,022 shares; 2024Q4: 17,491 shares; 2025Q1: 17,858 shares; 2025Q2: 18,096 shares; 2025Q3: 20,422 shares; 2025Q4: 22,687 shares 22,687 $365K 0.01% +2,265 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,050 shares; 2025Q1: 12,939 shares; 2025Q2: 13,119 shares; 2025Q3: 13,065 shares; 2025Q4: 14,240 shares 14,240 $365K 0.01% +1,175 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: 442 shares; 2024Q4: 492 shares; 2025Q1: 524 shares; 2025Q2: 660 shares; 2025Q3: 669 shares; 2025Q4: 635 shares 635 $364K 0.01% -34 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,992 shares 1,992 $364K 0.01% +792 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: not reported; 2024Q4: 6,621 shares; 2025Q1: 6,098 shares; 2025Q2: not reported; 2025Q3: 7,316 shares; 2025Q4: 9,472 shares 9,472 $364K 0.01% +2,156 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 5,452 shares; 2025Q1: 5,338 shares; 2025Q2: 5,517 shares; 2025Q3: 4,911 shares; 2025Q4: 5,189 shares 5,189 $363K 0.01% +278 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,751 shares 7,751 $363K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,650 shares; 2025Q2: 3,551 shares; 2025Q3: not reported; 2025Q4: 4,560 shares 4,560 $362K 0.01% new 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: not reported; 2024Q4: 4,651 shares; 2025Q1: 4,651 shares; 2025Q2: 4,791 shares; 2025Q3: 4,791 shares; 2025Q4: 4,791 shares 4,791 $361K 0.01% 0 Timeline SHDG ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,138 shares 11,138 $360K 0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: 1,131 shares; 2025Q4: 1,479 shares 1,479 $356K 0.01% +348 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,731 shares 1,731 $356K 0.01% new 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: 1,673 shares; 2024Q4: 2,026 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,612 shares; 2025Q4: 1,831 shares 1,831 $354K 0.01% -781 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,728 shares 1,728 $354K 0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,045 shares; 2025Q1: not reported; 2025Q2: 3,271 shares; 2025Q3: 6,642 shares; 2025Q4: 9,676 shares 9,676 $354K 0.01% +3,034 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: 5,847 shares; 2024Q4: 5,847 shares; 2025Q1: 5,847 shares; 2025Q2: 5,847 shares; 2025Q3: 5,847 shares; 2025Q4: 5,847 shares 5,847 $353K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,710 shares; 2025Q1: 1,664 shares; 2025Q2: 1,249 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares 1,222 $352K 0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,807 shares 4,807 $351K 0.01% new 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: 919 shares; 2024Q4: 897 shares; 2025Q1: 940 shares; 2025Q2: not reported; 2025Q3: 1,393 shares; 2025Q4: 1,805 shares 1,805 $350K 0.01% +412 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: 771 shares; 2024Q4: 1,094 shares; 2025Q1: 1,325 shares; 2025Q2: 1,164 shares; 2025Q3: 1,200 shares; 2025Q4: 1,412 shares 1,412 $349K 0.01% +212 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 6,974 shares; 2025Q1: 6,903 shares; 2025Q2: 3,510 shares; 2025Q3: not reported; 2025Q4: 5,165 shares 5,165 $348K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,228 shares 4,228 $345K 0.01% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,933 shares 1,933 $344K 0.01% new Timeline IVOO 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: 3,003 shares; 2024Q4: 3,215 shares; 2025Q1: 3,065 shares; 2025Q2: 3,090 shares; 2025Q3: 3,104 shares; 2025Q4: 3,064 shares 3,064 $343K 0.01% -40 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,315 shares 4,315 $342K 0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,011 shares 11,011 $336K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,522 shares; 2025Q4: 3,504 shares 3,504 $336K 0.01% +982 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: 4,370 shares; 2024Q4: 5,491 shares; 2025Q1: 5,606 shares; 2025Q2: 7,852 shares; 2025Q3: 7,256 shares; 2025Q4: 9,051 shares 9,051 $335K 0.01% +1,795 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 3,508 shares; 2025Q4: 3,842 shares 3,842 $335K 0.01% +334 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,032 shares; 2025Q4: 1,204 shares 1,204 $332K 0.01% +172 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: not reported; 2024Q4: not reported; 2025Q1: 627 shares; 2025Q2: 561 shares; 2025Q3: 1,337 shares; 2025Q4: 704 shares 704 $331K 0.01% -633 Timeline IEV 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: 6,380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,877 shares; 2025Q3: 4,795 shares; 2025Q4: 4,795 shares 4,795 $329K 0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,743 shares 11,743 $329K 0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,182 shares 3,182 $328K 0.01% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 3,518 shares; 2025Q2: 3,518 shares; 2025Q3: 3,518 shares; 2025Q4: 3,518 shares 3,518 $327K 0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 851 shares; 2025Q3: 853 shares; 2025Q4: 1,275 shares 1,275 $327K 0.01% +422 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,420 shares 1,420 $324K 0.01% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 6,736 shares 6,736 $320K 0.01% new Timeline