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: 323,613 shares; 2024Q4: 363,301 shares; 2025Q1: 379,937 shares; 2025Q2: 498,408 shares; 2025Q3: 523,662 shares; 2025Q4: 521,648 shares 521,648 $252M 4.38% -2,014 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,583 shares; 2024Q4: 304,332 shares; 2025Q1: 380,576 shares; 2025Q2: 595,246 shares; 2025Q3: 629,928 shares; 2025Q4: 629,777 shares 629,777 $171M 2.97% -151 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: 92,815 shares; 2024Q4: 329,363 shares; 2025Q1: 364,999 shares; 2025Q2: 648,846 shares; 2025Q3: 732,428 shares; 2025Q4: 754,550 shares 754,550 $141M 2.44% +22,122 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: 408,492 shares; 2024Q4: 384,693 shares; 2025Q1: 369,564 shares; 2025Q2: 418,370 shares; 2025Q3: 412,556 shares; 2025Q4: 411,240 shares 411,240 $133M 2.3% -1,316 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: 463,450 shares; 2024Q4: 481,160 shares; 2025Q1: 504,052 shares; 2025Q2: 562,665 shares; 2025Q3: 559,657 shares; 2025Q4: 552,046 shares 552,046 $127M 2.21% -7,611 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: 335,698 shares; 2024Q4: 351,972 shares; 2025Q1: 368,805 shares; 2025Q2: 425,946 shares; 2025Q3: 403,333 shares; 2025Q4: 403,092 shares 403,092 $126M 2.19% -241 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318,268 shares; 2024Q4: 3,830,772 shares; 2025Q1: 3,838,149 shares; 2025Q2: 3,679,430 shares; 2025Q3: 3,601,795 shares; 2025Q4: 3,561,826 shares 3,561,826 $95.8M 1.66% -39,969 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: 135,555 shares; 2024Q4: 124,312 shares; 2025Q1: 103,687 shares; 2025Q2: 131,465 shares; 2025Q3: 128,483 shares; 2025Q4: 134,921 shares 134,921 $92.4M 1.6% +6,438 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: 289,284 shares; 2024Q4: 280,835 shares; 2025Q1: 253,651 shares; 2025Q2: 267,059 shares; 2025Q3: 261,488 shares; 2025Q4: 255,393 shares 255,393 $89.6M 1.55% -6,095 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: 353,738 shares; 2024Q4: 329,520 shares; 2025Q1: 310,571 shares; 2025Q2: 342,832 shares; 2025Q3: 315,119 shares; 2025Q4: 274,586 shares 274,586 $86.2M 1.49% -40,533 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: 123,157 shares; 2024Q4: 126,614 shares; 2025Q1: 94,659 shares; 2025Q2: 158,035 shares; 2025Q3: 116,586 shares; 2025Q4: 115,073 shares 115,073 $78.7M 1.36% -1,513 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: 6,981 shares; 2024Q4: 36,466 shares; 2025Q1: 38,680 shares; 2025Q2: 59,115 shares; 2025Q3: 59,154 shares; 2025Q4: 60,060 shares 60,060 $64.5M 1.12% +906 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: 198,226 shares; 2024Q4: 221,914 shares; 2025Q1: 244,074 shares; 2025Q2: 265,330 shares; 2025Q3: 242,371 shares; 2025Q4: 281,575 shares 281,575 $64.5M 1.12% +39,204 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: 198,830 shares; 2024Q4: 202,164 shares; 2025Q1: 246,055 shares; 2025Q2: 433,613 shares; 2025Q3: 576,204 shares; 2025Q4: 718,628 shares 718,628 $64.3M 1.12% +142,424 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: 195,230 shares; 2024Q4: 229,382 shares; 2025Q1: 248,604 shares; 2025Q2: 286,522 shares; 2025Q3: 294,761 shares; 2025Q4: 292,398 shares 292,398 $60M 1.04% -2,363 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: 15,845 shares; 2024Q4: 14,516 shares; 2025Q1: 59,649 shares; 2025Q2: 87,319 shares; 2025Q3: 114,633 shares; 2025Q4: 167,435 shares 167,435 $57.9M 1.01% +52,802 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: 397,689 shares; 2024Q4: 420,299 shares; 2025Q1: 382,242 shares; 2025Q2: 411,866 shares; 2025Q3: 365,347 shares; 2025Q4: 355,861 shares 355,861 $54.7M 0.95% -9,486 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,298 shares; 2025Q1: not reported; 2025Q2: 568,913 shares; 2025Q3: 719,314 shares; 2025Q4: 721,738 shares 721,738 $52.1M 0.9% +2,424 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: 104,795 shares; 2024Q4: 104,150 shares; 2025Q1: 103,939 shares; 2025Q2: 115,342 shares; 2025Q3: 120,439 shares; 2025Q4: 112,112 shares 112,112 $50.9M 0.88% -8,327 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: 11,245 shares; 2024Q4: 10,841 shares; 2025Q1: 10,194 shares; 2025Q2: 9,880 shares; 2025Q3: 9,545 shares; 2025Q4: 9,437 shares 9,437 $50.5M 0.88% -108 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: 17,780 shares; 2024Q4: 42,981 shares; 2025Q1: 52,382 shares; 2025Q2: 90,976 shares; 2025Q3: 92,632 shares; 2025Q4: 97,402 shares 97,402 $49M 0.85% +4,770 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: 89,641 shares; 2024Q4: 90,165 shares; 2025Q1: 99,161 shares; 2025Q2: 95,186 shares; 2025Q3: 107,460 shares; 2025Q4: 102,568 shares 102,568 $48.2M 0.84% -4,892 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: 281,484 shares; 2024Q4: 308,533 shares; 2025Q1: 452,838 shares; 2025Q2: 460,446 shares; 2025Q3: 409,980 shares; 2025Q4: 399,700 shares 399,700 $47.7M 0.83% -10,280 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: 197,482 shares; 2024Q4: 212,044 shares; 2025Q1: 326,801 shares; 2025Q2: 392,788 shares; 2025Q3: 390,423 shares; 2025Q4: 443,222 shares 443,222 $47M 0.81% +52,799 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: 176,522 shares; 2024Q4: 164,624 shares; 2025Q1: 159,288 shares; 2025Q2: 171,024 shares; 2025Q3: 169,026 shares; 2025Q4: 174,177 shares 174,177 $46.2M 0.8% +5,151 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,289 shares; 2025Q2: 48,721 shares; 2025Q3: 112,122 shares; 2025Q4: 114,030 shares 114,030 $45.2M 0.78% +1,908 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: 7,807 shares; 2024Q4: 8,031 shares; 2025Q1: 5,406 shares; 2025Q2: 40,549 shares; 2025Q3: 63,473 shares; 2025Q4: 65,711 shares 65,711 $43.4M 0.75% +2,238 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: 100,682 shares; 2024Q4: 135,018 shares; 2025Q1: 170,703 shares; 2025Q2: 208,534 shares; 2025Q3: 229,758 shares; 2025Q4: 221,842 shares 221,842 $40.7M 0.71% -7,916 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: 119,127 shares; 2024Q4: 228,487 shares; 2025Q1: 197,505 shares; 2025Q2: 227,334 shares; 2025Q3: 220,534 shares; 2025Q4: 217,090 shares 217,090 $40M 0.69% -3,444 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,581 shares; 2024Q4: 14,996 shares; 2025Q1: 18,555 shares; 2025Q2: 22,154 shares; 2025Q3: 25,164 shares; 2025Q4: 23,379 shares 23,379 $39.5M 0.69% -1,785 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,215 shares; 2024Q4: 151,649 shares; 2025Q1: 152,077 shares; 2025Q2: 161,946 shares; 2025Q3: 160,409 shares; 2025Q4: 156,292 shares 156,292 $37.7M 0.65% -4,117 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,231 shares; 2025Q2: 57,042 shares; 2025Q3: 135,752 shares; 2025Q4: 215,771 shares 215,771 $36.2M 0.63% +80,019 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: 737,838 shares; 2024Q4: 781,311 shares; 2025Q1: 492,509 shares; 2025Q2: 493,639 shares; 2025Q3: 457,035 shares; 2025Q4: 430,405 shares 430,405 $35.6M 0.62% -26,630 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: 186,855 shares; 2024Q4: 197,484 shares; 2025Q1: 182,823 shares; 2025Q2: 341,496 shares; 2025Q3: 338,025 shares; 2025Q4: 368,638 shares 368,638 $35.4M 0.61% +30,613 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: 75,069 shares; 2024Q4: 109,555 shares; 2025Q1: 115,459 shares; 2025Q2: 135,615 shares; 2025Q3: 127,948 shares; 2025Q4: 128,339 shares 128,339 $34.8M 0.6% +391 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,136 shares; 2025Q1: 22,097 shares; 2025Q2: 29,782 shares; 2025Q3: 30,009 shares; 2025Q4: 31,360 shares 31,360 $33.6M 0.58% +1,351 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: 79,775 shares; 2024Q4: 107,939 shares; 2025Q1: 140,712 shares; 2025Q2: 175,807 shares; 2025Q3: 193,435 shares; 2025Q4: 202,557 shares 202,557 $32.8M 0.57% +9,122 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: 32,722 shares; 2024Q4: 35,183 shares; 2025Q1: 36,951 shares; 2025Q2: 38,923 shares; 2025Q3: 38,775 shares; 2025Q4: 35,548 shares 35,548 $32.3M 0.56% -3,227 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: not reported; 2024Q4: not reported; 2025Q1: 34,848 shares; 2025Q2: 87,889 shares; 2025Q3: 185,093 shares; 2025Q4: 310,799 shares 310,799 $31.9M 0.55% +125,706 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: 54,650 shares; 2024Q4: 62,183 shares; 2025Q1: 79,290 shares; 2025Q2: 106,549 shares; 2025Q3: 105,594 shares; 2025Q4: 105,848 shares 105,848 $31.4M 0.54% +254 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: 109,405 shares; 2024Q4: 89,266 shares; 2025Q1: 88,290 shares; 2025Q2: 84,890 shares; 2025Q3: 62,169 shares; 2025Q4: 55,322 shares 55,322 $30.5M 0.53% -6,847 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: 103,895 shares; 2024Q4: 95,326 shares; 2025Q1: 77,788 shares; 2025Q2: 71,988 shares; 2025Q3: 60,917 shares; 2025Q4: 56,497 shares 56,497 $29.5M 0.51% -4,420 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: 536,197 shares; 2024Q4: 1,117,696 shares; 2025Q1: 1,280,339 shares; 2025Q2: 1,274,360 shares; 2025Q3: 1,190,224 shares; 2025Q4: 1,214,200 shares 1,214,200 $29.2M 0.51% +23,976 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: 36,788 shares; 2024Q4: 36,766 shares; 2025Q1: 49,939 shares; 2025Q2: 55,548 shares; 2025Q3: 60,765 shares; 2025Q4: 62,082 shares 62,082 $29.1M 0.5% +1,317 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: 402,656 shares; 2024Q4: 405,411 shares; 2025Q1: 387,038 shares; 2025Q2: 428,874 shares; 2025Q3: 404,391 shares; 2025Q4: 394,785 shares 394,785 $28.7M 0.5% -9,606 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: 61,944 shares; 2024Q4: 59,685 shares; 2025Q1: 56,544 shares; 2025Q2: 79,596 shares; 2025Q3: 81,776 shares; 2025Q4: 80,247 shares 80,247 $28.3M 0.49% -1,529 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,727 shares; 2024Q4: 139,238 shares; 2025Q1: 217,143 shares; 2025Q2: 290,672 shares; 2025Q3: 273,341 shares; 2025Q4: 278,501 shares 278,501 $28.1M 0.49% +5,160 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: 5,571 shares; 2024Q4: 7,070 shares; 2025Q1: 9,523 shares; 2025Q2: 31,645 shares; 2025Q3: 36,272 shares; 2025Q4: 39,642 shares 39,642 $26.8M 0.47% +3,370 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: 250,849 shares; 2024Q4: 244,282 shares; 2025Q1: 175,859 shares; 2025Q2: 212,258 shares; 2025Q3: 199,534 shares; 2025Q4: 221,700 shares 221,700 $26.6M 0.46% +22,166 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: 104,083 shares; 2024Q4: 84,934 shares; 2025Q1: 92,945 shares; 2025Q2: 131,149 shares; 2025Q3: 134,091 shares; 2025Q4: 128,247 shares 128,247 $26.5M 0.46% -5,844 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: 3,229,155 shares; 2025Q3: 3,365,764 shares; 2025Q4: 3,365,870 shares 3,365,870 $26.2M 0.45% +106 Timeline JMTG 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: not reported; 2025Q2: 505,766 shares; 2025Q3: 490,967 shares; 2025Q4: 504,860 shares 504,860 $25.9M 0.45% +13,893 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,489 shares; 2024Q4: 1,026,904 shares; 2025Q1: 932,112 shares; 2025Q2: 916,099 shares; 2025Q3: 871,007 shares; 2025Q4: 859,208 shares 859,208 $25.8M 0.45% -11,799 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: 17,483 shares; 2024Q4: 17,901 shares; 2025Q1: 13,199 shares; 2025Q2: 27,541 shares; 2025Q3: 28,895 shares; 2025Q4: 43,146 shares 43,146 $25M 0.43% +14,251 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,234 shares; 2024Q4: 26,937 shares; 2025Q1: 40,638 shares; 2025Q2: 50,150 shares; 2025Q3: 48,140 shares; 2025Q4: 56,119 shares 56,119 $24.9M 0.43% +7,979 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: 196,612 shares; 2024Q4: 208,544 shares; 2025Q1: 174,736 shares; 2025Q2: 250,409 shares; 2025Q3: 246,639 shares; 2025Q4: 234,634 shares 234,634 $24.6M 0.43% -12,005 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,394 shares; 2024Q4: 119,576 shares; 2025Q1: 123,401 shares; 2025Q2: 125,303 shares; 2025Q3: 121,399 shares; 2025Q4: 119,004 shares 119,004 $24.6M 0.43% -2,395 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: 128,662 shares; 2024Q4: 136,373 shares; 2025Q1: 140,888 shares; 2025Q2: 144,946 shares; 2025Q3: 139,707 shares; 2025Q4: 134,633 shares 134,633 $24.1M 0.42% -5,074 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: 30,490 shares; 2024Q4: 29,909 shares; 2025Q1: 28,362 shares; 2025Q2: 37,933 shares; 2025Q3: 37,794 shares; 2025Q4: 37,832 shares 37,832 $22.9M 0.4% +38 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,604 shares; 2024Q4: 78,561 shares; 2025Q1: 76,139 shares; 2025Q2: 72,894 shares; 2025Q3: 68,356 shares; 2025Q4: 66,985 shares 66,985 $22.6M 0.39% -1,371 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,905 shares; 2024Q4: 52,830 shares; 2025Q1: 52,222 shares; 2025Q2: 53,111 shares; 2025Q3: 51,536 shares; 2025Q4: 49,778 shares 49,778 $22.3M 0.39% -1,758 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: 176,970 shares; 2024Q4: 160,388 shares; 2025Q1: 130,563 shares; 2025Q2: 117,810 shares; 2025Q3: 105,231 shares; 2025Q4: 96,448 shares 96,448 $22M 0.38% -8,783 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: 173,044 shares; 2024Q4: 180,333 shares; 2025Q1: 130,800 shares; 2025Q2: 155,609 shares; 2025Q3: 129,806 shares; 2025Q4: 120,595 shares 120,595 $21.4M 0.37% -9,211 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: 691,613 shares; 2024Q4: 647,458 shares; 2025Q1: 657,032 shares; 2025Q2: 746,819 shares; 2025Q3: 751,416 shares; 2025Q4: 775,410 shares 775,410 $21.3M 0.37% +23,994 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,392 shares; 2024Q4: 83,161 shares; 2025Q1: 84,968 shares; 2025Q2: 87,143 shares; 2025Q3: 84,000 shares; 2025Q4: 82,301 shares 82,301 $21.1M 0.37% -1,699 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: 10,185 shares; 2024Q4: 4,209 shares; 2025Q1: 45,121 shares; 2025Q2: 108,354 shares; 2025Q3: 211,132 shares; 2025Q4: 303,994 shares 303,994 $20.4M 0.35% +92,862 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,699 shares; 2024Q4: 159,578 shares; 2025Q1: 345,376 shares; 2025Q2: 443,903 shares; 2025Q3: 433,883 shares; 2025Q4: 515,484 shares 515,484 $20.3M 0.35% +81,601 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: 39,623 shares; 2024Q4: 39,169 shares; 2025Q1: 29,021 shares; 2025Q2: 37,200 shares; 2025Q3: 37,274 shares; 2025Q4: 35,344 shares 35,344 $20.2M 0.35% -1,930 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 293,826 shares; 2025Q2: 321,421 shares; 2025Q3: 314,759 shares; 2025Q4: 311,135 shares 311,135 $20.2M 0.35% -3,624 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: 518,503 shares; 2024Q4: 619,981 shares; 2025Q1: 646,343 shares; 2025Q2: 747,946 shares; 2025Q3: 645,428 shares; 2025Q4: 1,152,256 shares 1,152,256 $20.2M 0.35% +506,828 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,650 shares; 2024Q4: 72,743 shares; 2025Q1: 73,151 shares; 2025Q2: 76,725 shares; 2025Q3: 74,493 shares; 2025Q4: 72,533 shares 72,533 $20M 0.35% -1,960 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,701 shares; 2024Q4: 822,539 shares; 2025Q1: 735,185 shares; 2025Q2: 805,953 shares; 2025Q3: 761,106 shares; 2025Q4: 724,612 shares 724,612 $19.9M 0.34% -36,494 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: 46,404 shares; 2024Q4: 66,480 shares; 2025Q1: 104,042 shares; 2025Q2: 99,200 shares; 2025Q3: 101,348 shares; 2025Q4: 98,073 shares 98,073 $19.8M 0.34% -3,275 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,929 shares; 2024Q4: 114,718 shares; 2025Q1: 112,090 shares; 2025Q2: 103,441 shares; 2025Q3: 71,966 shares; 2025Q4: 62,405 shares 62,405 $19.6M 0.34% -9,561 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,212 shares; 2024Q4: 111,803 shares; 2025Q1: 111,208 shares; 2025Q2: 112,407 shares; 2025Q3: 122,309 shares; 2025Q4: 117,936 shares 117,936 $19.3M 0.34% -4,373 Timeline IFRA 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: 358,035 shares; 2025Q3: 368,482 shares; 2025Q4: 364,524 shares 364,524 $19.2M 0.33% -3,958 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: 80,358 shares; 2024Q4: 79,275 shares; 2025Q1: 63,298 shares; 2025Q2: 87,311 shares; 2025Q3: 88,726 shares; 2025Q4: 86,712 shares 86,712 $19.1M 0.33% -2,014 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: 52,162 shares; 2024Q4: 50,709 shares; 2025Q1: 36,151 shares; 2025Q2: 78,606 shares; 2025Q3: 84,309 shares; 2025Q4: 83,347 shares 83,347 $19M 0.33% -962 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: 375,224 shares; 2024Q4: 336,644 shares; 2025Q1: 226,129 shares; 2025Q2: 284,300 shares; 2025Q3: 275,119 shares; 2025Q4: 288,498 shares 288,498 $19M 0.33% +13,379 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,369 shares; 2024Q4: 253,020 shares; 2025Q1: 256,715 shares; 2025Q2: 262,990 shares; 2025Q3: 298,118 shares; 2025Q4: 291,825 shares 291,825 $19M 0.33% -6,293 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,435 shares; 2024Q4: 88,573 shares; 2025Q1: 79,279 shares; 2025Q2: 102,789 shares; 2025Q3: 97,632 shares; 2025Q4: 102,095 shares 102,095 $18.2M 0.32% +4,463 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,038 shares; 2024Q4: 132,224 shares; 2025Q1: 133,910 shares; 2025Q2: 135,677 shares; 2025Q3: 131,069 shares; 2025Q4: 127,884 shares 127,884 $17.5M 0.3% -3,185 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: 23,433 shares; 2024Q4: 23,264 shares; 2025Q1: 20,931 shares; 2025Q2: 25,822 shares; 2025Q3: 25,828 shares; 2025Q4: 23,162 shares 23,162 $17.5M 0.3% -2,666 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,017 shares; 2024Q4: 465,579 shares; 2025Q1: 529,818 shares; 2025Q2: 534,356 shares; 2025Q3: 516,253 shares; 2025Q4: 492,776 shares 492,776 $17.4M 0.3% -23,477 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,914 shares; 2024Q4: 551,779 shares; 2025Q1: 576,469 shares; 2025Q2: 588,744 shares; 2025Q3: 562,905 shares; 2025Q4: 550,436 shares 550,436 $17.3M 0.3% -12,469 Timeline DGRW 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: 211,115 shares; 2024Q4: 208,275 shares; 2025Q1: 184,592 shares; 2025Q2: 203,575 shares; 2025Q3: 198,648 shares; 2025Q4: 192,709 shares 192,709 $17.2M 0.3% -5,939 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,821 shares; 2024Q4: 101,199 shares; 2025Q1: 102,051 shares; 2025Q2: 98,561 shares; 2025Q3: 90,101 shares; 2025Q4: 87,370 shares 87,370 $17.2M 0.3% -2,731 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,833 shares; 2024Q4: 353,104 shares; 2025Q1: 369,264 shares; 2025Q2: 375,579 shares; 2025Q3: 359,542 shares; 2025Q4: 349,658 shares 349,658 $16.6M 0.29% -9,884 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,552 shares; 2024Q4: 76,094 shares; 2025Q1: 73,635 shares; 2025Q2: 61,622 shares; 2025Q3: 59,213 shares; 2025Q4: 57,872 shares 57,872 $16.5M 0.29% -1,341 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: 32,954 shares; 2024Q4: 30,280 shares; 2025Q1: 60,913 shares; 2025Q2: 34,856 shares; 2025Q3: 35,204 shares; 2025Q4: 34,590 shares 34,590 $16.4M 0.28% -614 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,872 shares; 2024Q4: 32,901 shares; 2025Q1: 35,977 shares; 2025Q2: 47,054 shares; 2025Q3: 38,574 shares; 2025Q4: 38,928 shares 38,928 $16.3M 0.28% +354 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,000 shares; 2024Q4: 1,159,000 shares; 2025Q1: 1,275,000 shares; 2025Q2: 1,325,000 shares; 2025Q3: 1,750,000 shares; 2025Q4: 1,862,500 shares 1,862,500 $15.9M 0.28% +112,500 Timeline EQBK EQUITY BANCSHARES INC More: the full row for EQUITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,090 shares; 2024Q4: 353,186 shares; 2025Q1: 353,186 shares; 2025Q2: 353,186 shares; 2025Q3: 353,186 shares; 2025Q4: 353,186 shares 353,186 $15.8M 0.27% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,964 shares; 2024Q4: 85,475 shares; 2025Q1: 66,008 shares; 2025Q2: 119,252 shares; 2025Q3: 125,742 shares; 2025Q4: 125,312 shares 125,312 $15.7M 0.27% -430 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: 68,609 shares; 2024Q4: 68,012 shares; 2025Q1: 66,122 shares; 2025Q2: 65,369 shares; 2025Q3: 63,795 shares; 2025Q4: 61,015 shares 61,015 $15.7M 0.27% -2,780 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,845 shares; 2024Q4: 119,708 shares; 2025Q1: 111,913 shares; 2025Q2: 110,183 shares; 2025Q3: 113,056 shares; 2025Q4: 113,010 shares 113,010 $15.5M 0.27% -46 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,264 shares; 2025Q1: 73,312 shares; 2025Q2: 97,883 shares; 2025Q3: 110,356 shares; 2025Q4: 108,866 shares 108,866 $15.2M 0.26% -1,490 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,774 shares 119,774 $14.9M 0.26% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,713 shares; 2025Q1: not reported; 2025Q2: 212,066 shares; 2025Q3: 212,262 shares; 2025Q4: 212,300 shares 212,300 $14.9M 0.26% +38 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: 7,116 shares; 2024Q4: 8,523 shares; 2025Q1: 3,848 shares; 2025Q2: 15,279 shares; 2025Q3: 17,547 shares; 2025Q4: 33,034 shares 33,034 $14.9M 0.26% +15,487 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: 143,125 shares; 2024Q4: 155,054 shares; 2025Q1: 159,262 shares; 2025Q2: 153,929 shares; 2025Q3: 168,657 shares; 2025Q4: 163,595 shares 163,595 $14.7M 0.26% -5,062 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,571 shares; 2024Q4: 138,802 shares; 2025Q1: 16,324 shares; 2025Q2: 125,161 shares; 2025Q3: 132,689 shares; 2025Q4: 136,960 shares 136,960 $14.2M 0.25% +4,271 Timeline FRST PRIMIS FINANCIAL CORP More: the full row for PRIMIS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868,536 shares; 2024Q4: 868,536 shares; 2025Q1: 893,536 shares; 2025Q2: 1,002,891 shares; 2025Q3: 1,002,891 shares; 2025Q4: 1,004,156 shares 1,004,156 $14M 0.24% +1,265 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: 200,973 shares; 2024Q4: 201,339 shares; 2025Q1: 177,527 shares; 2025Q2: 172,348 shares; 2025Q3: 171,277 shares; 2025Q4: 138,626 shares 138,626 $13.9M 0.24% -32,651 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: 97,658 shares; 2024Q4: 92,737 shares; 2025Q1: 93,639 shares; 2025Q2: 101,458 shares; 2025Q3: 91,574 shares; 2025Q4: 89,456 shares 89,456 $13.6M 0.24% -2,118 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,731 shares; 2025Q1: 120,952 shares; 2025Q2: 148,479 shares; 2025Q3: 159,632 shares; 2025Q4: 153,699 shares 153,699 $13.5M 0.24% -5,933 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: 69,301 shares; 2024Q4: 72,704 shares; 2025Q1: 66,070 shares; 2025Q2: 70,148 shares; 2025Q3: 110,250 shares; 2025Q4: 107,977 shares 107,977 $13.5M 0.23% -2,273 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: 22,968 shares; 2024Q4: 21,993 shares; 2025Q1: 21,939 shares; 2025Q2: 23,951 shares; 2025Q3: 23,844 shares; 2025Q4: 23,651 shares 23,651 $13.5M 0.23% -193 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,794 shares; 2024Q4: 141,030 shares; 2025Q1: 148,665 shares; 2025Q2: 150,846 shares; 2025Q3: 143,874 shares; 2025Q4: 140,606 shares 140,606 $13.4M 0.23% -3,268 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,888 shares; 2024Q4: 39,374 shares; 2025Q1: 28,984 shares; 2025Q2: 25,005 shares; 2025Q3: 20,404 shares; 2025Q4: 17,341 shares 17,341 $13.3M 0.23% -3,063 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: 52,988 shares; 2024Q4: 45,476 shares; 2025Q1: 38,545 shares; 2025Q2: 67,143 shares; 2025Q3: 34,863 shares; 2025Q4: 34,926 shares 34,926 $13M 0.23% +63 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: 37,342 shares; 2024Q4: 34,059 shares; 2025Q1: 23,164 shares; 2025Q2: 39,856 shares; 2025Q3: 38,324 shares; 2025Q4: 37,648 shares 37,648 $13M 0.22% -676 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,738 shares; 2024Q4: 119,687 shares; 2025Q1: 124,327 shares; 2025Q2: 115,819 shares; 2025Q3: 111,191 shares; 2025Q4: 104,893 shares 104,893 $12.8M 0.22% -6,298 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,406 shares; 2024Q4: 41,055 shares; 2025Q1: 57,774 shares; 2025Q2: 96,149 shares; 2025Q3: 95,579 shares; 2025Q4: 92,350 shares 92,350 $12.6M 0.22% -3,229 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,671 shares; 2024Q4: 335,408 shares; 2025Q1: 343,796 shares; 2025Q2: 340,293 shares; 2025Q3: 328,338 shares; 2025Q4: 314,866 shares 314,866 $12.5M 0.22% -13,472 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,536 shares; 2024Q4: 387,537 shares; 2025Q1: 358,672 shares; 2025Q2: 269,697 shares; 2025Q3: 202,025 shares; 2025Q4: 152,744 shares 152,744 $12.5M 0.22% -49,281 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: 74,053 shares; 2024Q4: 62,133 shares; 2025Q1: 44,785 shares; 2025Q2: 41,909 shares; 2025Q3: 37,622 shares; 2025Q4: 39,994 shares 39,994 $12.5M 0.22% +2,372 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: 267,247 shares; 2024Q4: 327,136 shares; 2025Q1: 340,542 shares; 2025Q2: 367,891 shares; 2025Q3: 311,563 shares; 2025Q4: 303,174 shares 303,174 $12.3M 0.21% -8,389 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: 12,773 shares; 2024Q4: 12,679 shares; 2025Q1: 13,404 shares; 2025Q2: 109,834 shares; 2025Q3: 121,000 shares; 2025Q4: 131,213 shares 131,213 $12.2M 0.21% +10,213 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,699 shares; 2025Q2: 51,384 shares; 2025Q3: 99,934 shares; 2025Q4: 162,184 shares 162,184 $12.2M 0.21% +62,250 Timeline IHDG 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: 231,319 shares; 2024Q4: 231,527 shares; 2025Q1: 232,997 shares; 2025Q2: 254,997 shares; 2025Q3: 249,620 shares; 2025Q4: 248,226 shares 248,226 $12.1M 0.21% -1,394 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,438 shares; 2024Q4: 68,005 shares; 2025Q1: 70,384 shares; 2025Q2: 74,661 shares; 2025Q3: 72,467 shares; 2025Q4: 69,301 shares 69,301 $12M 0.21% -3,166 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,358 shares; 2024Q4: 124,595 shares; 2025Q1: 136,803 shares; 2025Q2: 179,810 shares; 2025Q3: 160,286 shares; 2025Q4: 162,557 shares 162,557 $12M 0.21% +2,271 Timeline VBNK VERSABANK NEW More: the full row for VERSABANK NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,322 shares; 2024Q4: 636,663 shares; 2025Q1: 761,663 shares; 2025Q2: 800,000 shares; 2025Q3: 800,000 shares; 2025Q4: 783,470 shares 783,470 $11.7M 0.2% -16,530 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: 24,468 shares; 2024Q4: 24,896 shares; 2025Q1: 13,994 shares; 2025Q2: 27,449 shares; 2025Q3: 27,314 shares; 2025Q4: 111,021 shares 111,021 $11.3M 0.2% +83,707 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,112 shares; 2024Q4: 21,065 shares; 2025Q1: 21,393 shares; 2025Q2: 34,371 shares; 2025Q3: 47,601 shares; 2025Q4: 50,572 shares 50,572 $11.1M 0.19% +2,971 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,481 shares; 2024Q4: 182,997 shares; 2025Q1: 182,450 shares; 2025Q2: 222,102 shares; 2025Q3: 223,043 shares; 2025Q4: 213,338 shares 213,338 $11M 0.19% -9,705 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: 80,217 shares; 2024Q4: 67,642 shares; 2025Q1: 49,672 shares; 2025Q2: 53,819 shares; 2025Q3: 47,521 shares; 2025Q4: 44,235 shares 44,235 $11M 0.19% -3,286 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: 5,905 shares; 2024Q4: 5,907 shares; 2025Q1: 4,084 shares; 2025Q2: 26,771 shares; 2025Q3: 30,398 shares; 2025Q4: 32,671 shares 32,671 $11M 0.19% +2,273 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 390,000 shares; 2025Q1: 500,000 shares; 2025Q2: 500,000 shares; 2025Q3: 452,033 shares; 2025Q4: 455,185 shares 455,185 $10.9M 0.19% +3,152 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,770 shares; 2024Q4: 28,770 shares; 2025Q1: not reported; 2025Q2: 151,967 shares; 2025Q3: 152,051 shares; 2025Q4: 161,727 shares 161,727 $10.8M 0.19% +9,676 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,828 shares; 2024Q4: 51,164 shares; 2025Q1: 51,762 shares; 2025Q2: 52,622 shares; 2025Q3: 49,597 shares; 2025Q4: 47,265 shares 47,265 $10.8M 0.19% -2,332 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: 87,850 shares; 2024Q4: 84,524 shares; 2025Q1: 79,577 shares; 2025Q2: 103,890 shares; 2025Q3: 88,183 shares; 2025Q4: 87,309 shares 87,309 $10.7M 0.19% -874 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,915 shares; 2024Q4: 109,360 shares; 2025Q1: 112,539 shares; 2025Q2: 107,062 shares; 2025Q3: 102,663 shares; 2025Q4: 84,974 shares 84,974 $10.7M 0.18% -17,689 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,022 shares; 2025Q1: 55,108 shares; 2025Q2: 55,829 shares; 2025Q3: 66,074 shares; 2025Q4: 62,570 shares 62,570 $10.4M 0.18% -3,504 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,933 shares; 2024Q4: 433,815 shares; 2025Q1: 438,685 shares; 2025Q2: 448,358 shares; 2025Q3: 432,124 shares; 2025Q4: 423,542 shares 423,542 $10.2M 0.18% -8,582 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,395 shares; 2024Q4: 78,656 shares; 2025Q1: 104,503 shares; 2025Q2: 105,309 shares; 2025Q3: 102,475 shares; 2025Q4: 141,499 shares 141,499 $10.2M 0.18% +39,024 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: 70,844 shares; 2024Q4: 84,577 shares; 2025Q1: 68,164 shares; 2025Q2: 70,151 shares; 2025Q3: 59,148 shares; 2025Q4: 54,843 shares 54,843 $10.2M 0.18% -4,305 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: 26,727 shares; 2024Q4: 18,248 shares; 2025Q1: 11,890 shares; 2025Q2: 127,962 shares; 2025Q3: 129,235 shares; 2025Q4: 131,877 shares 131,877 $10.2M 0.18% +2,642 Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 936,911 shares; 2025Q4: 689,630 shares 689,630 $10.1M 0.18% -247,281 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214,578 shares; 2025Q1: 337,153 shares; 2025Q2: 355,244 shares; 2025Q3: 340,031 shares; 2025Q4: 414,346 shares 414,346 $9.99M 0.17% +74,315 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: not reported; 2024Q4: not reported; 2025Q1: 87,698 shares; 2025Q2: 111,034 shares; 2025Q3: 79,937 shares; 2025Q4: 108,581 shares 108,581 $9.98M 0.17% +28,644 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 348,792 shares; 2025Q2: 366,376 shares; 2025Q3: 261,460 shares; 2025Q4: 355,822 shares 355,822 $9.96M 0.17% +94,362 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: 123,534 shares; 2024Q4: 84,071 shares; 2025Q1: 59,756 shares; 2025Q2: 86,824 shares; 2025Q3: 74,967 shares; 2025Q4: 68,582 shares 68,582 $9.94M 0.17% -6,385 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,144 shares; 2024Q4: 208,985 shares; 2025Q1: 189,292 shares; 2025Q2: 196,652 shares; 2025Q3: 131,615 shares; 2025Q4: 130,871 shares 130,871 $9.86M 0.17% -744 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,797 shares; 2025Q4: 56,482 shares 56,482 $9.84M 0.17% +20,685 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,255 shares; 2024Q4: 72,134 shares; 2025Q1: 74,049 shares; 2025Q2: 71,412 shares; 2025Q3: 45,497 shares; 2025Q4: 44,069 shares 44,069 $9.8M 0.17% -1,428 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,115 shares; 2024Q4: 7,115 shares; 2025Q1: 7,115 shares; 2025Q2: 7,115 shares; 2025Q3: 257,115 shares; 2025Q4: 277,115 shares 277,115 $9.76M 0.17% +20,000 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: 15,435 shares; 2025Q1: 17,881 shares; 2025Q2: 18,066 shares; 2025Q3: 18,322 shares; 2025Q4: 17,587 shares 17,587 $9.72M 0.17% -735 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: 35,436 shares; 2024Q4: 35,336 shares; 2025Q1: 26,599 shares; 2025Q2: 36,037 shares; 2025Q3: 33,103 shares; 2025Q4: 33,222 shares 33,222 $9.64M 0.17% +119 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,921 shares; 2024Q4: 279,969 shares; 2025Q1: 275,803 shares; 2025Q2: 262,438 shares; 2025Q3: 245,065 shares; 2025Q4: 233,521 shares 233,521 $9.4M 0.16% -11,544 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: 7,209 shares; 2024Q4: 7,172 shares; 2025Q1: 138,949 shares; 2025Q2: 128,988 shares; 2025Q3: 94,710 shares; 2025Q4: 126,894 shares 126,894 $9.32M 0.16% +32,184 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: not reported; 2025Q1: 9,562 shares; 2025Q2: 10,385 shares; 2025Q3: 7,491 shares; 2025Q4: 8,686 shares 8,686 $9.29M 0.16% +1,195 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: 128,480 shares; 2024Q4: 82,031 shares; 2025Q1: 50,890 shares; 2025Q2: 45,754 shares; 2025Q3: 38,277 shares; 2025Q4: 33,746 shares 33,746 $9.22M 0.16% -4,531 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,850 shares; 2025Q2: 60,222 shares; 2025Q3: 42,848 shares; 2025Q4: 66,313 shares 66,313 $9.14M 0.16% +23,465 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: 85,978 shares; 2024Q4: 110,371 shares; 2025Q1: 88,538 shares; 2025Q2: 166,582 shares; 2025Q3: 183,519 shares; 2025Q4: 93,420 shares 93,420 $9.13M 0.16% -90,099 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: 224,917 shares; 2024Q4: 325,403 shares; 2025Q1: 650,260 shares; 2025Q2: 795,019 shares; 2025Q3: 779,352 shares; 2025Q4: 305,176 shares 305,176 $9.12M 0.16% -474,176 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: 78,544 shares; 2024Q4: 63,790 shares; 2025Q1: 42,582 shares; 2025Q2: 48,378 shares; 2025Q3: 41,276 shares; 2025Q4: 37,667 shares 37,667 $9.08M 0.16% -3,609 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,285 shares; 2024Q4: 258,813 shares; 2025Q1: 244,294 shares; 2025Q2: 261,562 shares; 2025Q3: 260,597 shares; 2025Q4: 260,835 shares 260,835 $9.06M 0.16% +238 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: 13,526 shares; 2024Q4: 13,526 shares; 2025Q1: 9,046 shares; 2025Q2: 18,061 shares; 2025Q3: 18,780 shares; 2025Q4: 18,444 shares 18,444 $9M 0.16% -336 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,658 shares; 2024Q4: 21,627 shares; 2025Q1: 23,879 shares; 2025Q2: 24,435 shares; 2025Q3: 34,980 shares; 2025Q4: 34,421 shares 34,421 $8.93M 0.15% -559 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,220 shares; 2024Q4: 160,424 shares; 2025Q1: 162,657 shares; 2025Q2: 165,842 shares; 2025Q3: 161,432 shares; 2025Q4: 168,785 shares 168,785 $8.91M 0.15% +7,353 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,268 shares; 2024Q4: 12,268 shares; 2025Q1: 13,601 shares; 2025Q2: 44,099 shares; 2025Q3: 84,665 shares; 2025Q4: 114,946 shares 114,946 $8.91M 0.15% +30,281 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,643 shares; 2024Q4: 293,708 shares; 2025Q1: 277,619 shares; 2025Q2: 282,230 shares; 2025Q3: 272,106 shares; 2025Q4: 282,254 shares 282,254 $8.88M 0.15% +10,148 Timeline CBK COMMERCIAL BANCGROUP INC More: the full row for COMMERCIAL BANCGROUP 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: 356,682 shares 356,682 $8.76M 0.15% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,764 shares; 2024Q4: 45,100 shares; 2025Q1: 47,383 shares; 2025Q2: 43,303 shares; 2025Q3: 48,835 shares; 2025Q4: 50,181 shares 50,181 $8.75M 0.15% +1,346 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: 35,189 shares; 2024Q4: 30,194 shares; 2025Q1: 17,168 shares; 2025Q2: 16,418 shares; 2025Q3: 14,481 shares; 2025Q4: 13,113 shares 13,113 $8.69M 0.15% -1,368 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,205 shares; 2024Q4: 39,514 shares; 2025Q1: 38,212 shares; 2025Q2: 40,457 shares; 2025Q3: 57,923 shares; 2025Q4: 58,477 shares 58,477 $8.63M 0.15% +554 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279,503 shares; 2025Q2: 238,733 shares; 2025Q3: 236,195 shares; 2025Q4: 335,161 shares 335,161 $8.53M 0.15% +98,966 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,273 shares; 2024Q4: 550,366 shares; 2025Q1: 379,238 shares; 2025Q2: 337,220 shares; 2025Q3: 292,782 shares; 2025Q4: 293,606 shares 293,606 $8.36M 0.15% +824 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,559 shares; 2024Q4: 24,993 shares; 2025Q1: 34,705 shares; 2025Q2: 35,874 shares; 2025Q3: 35,744 shares; 2025Q4: 36,894 shares 36,894 $8.3M 0.14% +1,150 Timeline USCB USCB FINANCIAL HOLDINGS INC More: the full row for USCB FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,636 shares; 2024Q4: 570,636 shares; 2025Q1: 570,636 shares; 2025Q2: 570,636 shares; 2025Q3: 448,636 shares; 2025Q4: 448,646 shares 448,646 $8.26M 0.14% +10 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: 49,170 shares; 2024Q4: 41,685 shares; 2025Q1: 28,602 shares; 2025Q2: 30,151 shares; 2025Q3: 27,454 shares; 2025Q4: 25,080 shares 25,080 $8.21M 0.14% -2,374 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: 26,428 shares; 2024Q4: 28,202 shares; 2025Q1: 13,481 shares; 2025Q2: 41,296 shares; 2025Q3: 31,829 shares; 2025Q4: 31,676 shares 31,676 $7.8M 0.14% -153 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: 89,945 shares; 2024Q4: 75,664 shares; 2025Q1: 46,718 shares; 2025Q2: 42,116 shares; 2025Q3: 36,480 shares; 2025Q4: 32,968 shares 32,968 $7.63M 0.13% -3,512 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 210,000 shares; 2025Q2: 210,051 shares; 2025Q3: 200,051 shares; 2025Q4: 200,907 shares 200,907 $7.56M 0.13% +856 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: 2,654 shares; 2024Q4: 3,165 shares; 2025Q1: 17,393 shares; 2025Q2: 17,986 shares; 2025Q3: 17,251 shares; 2025Q4: 16,900 shares 16,900 $7.54M 0.13% -351 AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,403 shares; 2024Q4: 18,503 shares; 2025Q1: 92,981 shares; 2025Q2: 93,509 shares; 2025Q3: 100,213 shares; 2025Q4: 98,604 shares 98,604 $7.52M 0.13% -1,609 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,244 shares; 2025Q2: 113,965 shares; 2025Q3: 80,785 shares; 2025Q4: 116,440 shares 116,440 $7.46M 0.13% +35,655 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: 300,442 shares; 2024Q4: 128,501 shares; 2025Q1: 96,672 shares; 2025Q2: 87,669 shares; 2025Q3: 74,826 shares; 2025Q4: 64,613 shares 64,613 $7.4M 0.13% -10,213 Timeline SKT TANGER INC More: the full row for TANGER 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: 171,755 shares; 2025Q4: 220,816 shares 220,816 $7.37M 0.13% +49,061 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,185 shares; 2024Q4: 70,643 shares; 2025Q1: 102,894 shares; 2025Q2: 62,145 shares; 2025Q3: 49,563 shares; 2025Q4: 47,984 shares 47,984 $7.21M 0.13% -1,579 Timeline DES 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: 153,117 shares; 2024Q4: 153,082 shares; 2025Q1: 173,017 shares; 2025Q2: 216,847 shares; 2025Q3: 213,893 shares; 2025Q4: 214,927 shares 214,927 $7.19M 0.12% +1,034 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: 121,631 shares; 2024Q4: 57,390 shares; 2025Q1: 25,620 shares; 2025Q2: 22,345 shares; 2025Q3: 28,135 shares; 2025Q4: 32,996 shares 32,996 $7.07M 0.12% +4,861 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: 35,709 shares; 2024Q4: 32,804 shares; 2025Q1: 31,004 shares; 2025Q2: 33,466 shares; 2025Q3: 34,026 shares; 2025Q4: 34,003 shares 34,003 $6.99M 0.12% -23 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,396 shares; 2024Q4: 98,528 shares; 2025Q1: 59,077 shares; 2025Q2: 60,232 shares; 2025Q3: 70,232 shares; 2025Q4: 68,905 shares 68,905 $6.99M 0.12% -1,327 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,778 shares; 2024Q4: 369,973 shares; 2025Q1: 248,735 shares; 2025Q2: 233,378 shares; 2025Q3: 200,902 shares; 2025Q4: 190,654 shares 190,654 $6.98M 0.12% -10,248 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,402 shares; 2024Q4: 33,743 shares; 2025Q1: 34,656 shares; 2025Q2: 42,025 shares; 2025Q3: 35,682 shares; 2025Q4: 34,620 shares 34,620 $6.85M 0.12% -1,062 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: 24,328 shares; 2024Q4: 39,255 shares; 2025Q1: 17,579 shares; 2025Q2: 123,148 shares; 2025Q3: 124,231 shares; 2025Q4: 123,977 shares 123,977 $6.78M 0.12% -254 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 145,000 shares; 2025Q4: 120,007 shares 120,007 $6.7M 0.12% -24,993 Timeline MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,284 shares; 2024Q4: 154,284 shares; 2025Q1: 154,284 shares; 2025Q2: 167,032 shares; 2025Q3: 150,800 shares; 2025Q4: 171,272 shares 171,272 $6.59M 0.11% +20,472 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,524 shares; 2024Q4: 250,000 shares; 2025Q1: 250,000 shares; 2025Q2: 250,000 shares; 2025Q3: 250,008 shares; 2025Q4: 250,009 shares 250,009 $6.54M 0.11% +1 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,617 shares; 2024Q4: 132,548 shares; 2025Q1: 118,455 shares; 2025Q2: 302,634 shares; 2025Q3: 279,835 shares; 2025Q4: 273,740 shares 273,740 $6.4M 0.11% -6,095 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,645 shares; 2024Q4: 16,812 shares; 2025Q1: 17,862 shares; 2025Q2: 23,946 shares; 2025Q3: 28,734 shares; 2025Q4: 39,405 shares 39,405 $6.39M 0.11% +10,671 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: 98,357 shares; 2024Q4: 98,324 shares; 2025Q1: 88,123 shares; 2025Q2: 104,679 shares; 2025Q3: 106,541 shares; 2025Q4: 107,888 shares 107,888 $6.33M 0.11% +1,347 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: 53,586 shares; 2024Q4: 53,270 shares; 2025Q1: 29,290 shares; 2025Q2: 65,345 shares; 2025Q3: 66,653 shares; 2025Q4: 65,273 shares 65,273 $6.28M 0.11% -1,380 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: 119,743 shares; 2024Q4: 111,554 shares; 2025Q1: 73,619 shares; 2025Q2: 106,861 shares; 2025Q3: 94,889 shares; 2025Q4: 97,278 shares 97,278 $6.08M 0.11% +2,389 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $6.04M 0.1% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,861 shares; 2024Q4: 14,182 shares; 2025Q1: not reported; 2025Q2: 34,438 shares; 2025Q3: 31,631 shares; 2025Q4: 30,878 shares 30,878 $6.02M 0.1% -753 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: 11,031 shares; 2024Q4: 8,011 shares; 2025Q1: 1,953 shares; 2025Q2: 12,737 shares; 2025Q3: 11,723 shares; 2025Q4: 15,178 shares 15,178 $5.87M 0.1% +3,455 Timeline AMTB AMERANT BANCORP INC More: the full row for AMERANT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,319 shares; 2024Q4: 364,290 shares; 2025Q1: 364,290 shares; 2025Q2: 300,056 shares; 2025Q3: 300,056 shares; 2025Q4: 300,056 shares 300,056 $5.85M 0.1% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,689 shares 47,689 $5.81M 0.1% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,983 shares; 2024Q4: 16,158 shares; 2025Q1: 11,689 shares; 2025Q2: 15,726 shares; 2025Q3: 14,187 shares; 2025Q4: 16,501 shares 16,501 $5.78M 0.1% +2,314 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,180 shares; 2024Q4: 77,799 shares; 2025Q1: 71,507 shares; 2025Q2: 62,974 shares; 2025Q3: 55,845 shares; 2025Q4: 57,013 shares 57,013 $5.72M 0.1% +1,168 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,815 shares; 2024Q4: 89,830 shares; 2025Q1: 92,447 shares; 2025Q2: 97,924 shares; 2025Q3: 95,506 shares; 2025Q4: 126,257 shares 126,257 $5.72M 0.1% +30,751 Timeline AVBH AVIDBANK HLDGS INC More: the full row for AVIDBANK 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: 241,775 shares; 2025Q4: 214,875 shares 214,875 $5.71M 0.1% -26,900 Timeline MINT 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: not reported; 2024Q4: not reported; 2025Q1: 7,272 shares; 2025Q2: 40,410 shares; 2025Q3: 45,729 shares; 2025Q4: 56,576 shares 56,576 $5.69M 0.1% +10,847 Timeline COSO COASTALSOUTH BANCSHARES INC More: the full row for COASTALSOUTH BANCSHARES 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: 306,540 shares; 2025Q4: 243,461 shares 243,461 $5.66M 0.1% -63,079 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: 71,497 shares; 2024Q4: 60,764 shares; 2025Q1: 36,546 shares; 2025Q2: 37,490 shares; 2025Q3: 31,130 shares; 2025Q4: 21,005 shares 21,005 $5.64M 0.1% -10,125 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: 1,079 shares; 2024Q4: 1,046 shares; 2025Q1: not reported; 2025Q2: 6,379 shares; 2025Q3: 7,134 shares; 2025Q4: 8,818 shares 8,818 $5.53M 0.1% +1,684 Timeline SPLV 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: 77,450 shares; 2024Q4: 77,450 shares; 2025Q1: 69,235 shares; 2025Q2: 77,404 shares; 2025Q3: 77,404 shares; 2025Q4: 77,403 shares 77,403 $5.53M 0.1% -1 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 4,804 shares; 2025Q1: 2,038 shares; 2025Q2: 9,295 shares; 2025Q3: 9,641 shares; 2025Q4: 9,620 shares 9,620 $5.51M 0.1% -21 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: 1,166 shares; 2024Q4: 503 shares; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 928 shares; 2025Q4: 12,298 shares 12,298 $5.47M 0.09% +11,370 Timeline SPYD 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: 127,750 shares; 2024Q4: 127,750 shares; 2025Q1: 127,750 shares; 2025Q2: 127,750 shares; 2025Q3: 127,750 shares; 2025Q4: 124,700 shares 124,700 $5.39M 0.09% -3,050 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,560 shares; 2025Q3: 84,948 shares; 2025Q4: 88,268 shares 88,268 $5.29M 0.09% +3,320 Timeline MYFW FIRST WESTN FINL INC More: the full row for FIRST WESTN FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,374 shares; 2024Q4: 196,656 shares; 2025Q1: 196,656 shares; 2025Q2: 197,056 shares; 2025Q3: 197,056 shares; 2025Q4: 197,056 shares 197,056 $5.28M 0.09% 0 Timeline DXJ 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: 34,159 shares; 2024Q4: 33,010 shares; 2025Q1: 33,071 shares; 2025Q2: 35,759 shares; 2025Q3: 35,759 shares; 2025Q4: 35,483 shares 35,483 $5.12M 0.09% -276 Timeline FSUN FIRSTSUN CAP BANCORP More: the full row for FIRSTSUN CAP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,640 shares; 2025Q2: 94,640 shares; 2025Q3: 70,083 shares; 2025Q4: 133,725 shares 133,725 $5.03M 0.09% +63,642 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 391,244 shares; 2025Q2: 416,047 shares; 2025Q3: 228,744 shares; 2025Q4: 311,104 shares 311,104 $4.93M 0.09% +82,360 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 150,000 shares; 2025Q1: 350,000 shares; 2025Q2: 400,311 shares; 2025Q3: 301,207 shares; 2025Q4: 253,901 shares 253,901 $4.9M 0.08% -47,306 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL 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: 388,488 shares; 2025Q4: 251,063 shares 251,063 $4.73M 0.08% -137,425 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: 24,450 shares; 2024Q4: 14,379 shares; 2025Q1: 11,528 shares; 2025Q2: 24,495 shares; 2025Q3: 25,576 shares; 2025Q4: 41,738 shares 41,738 $4.65M 0.08% +16,162 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: 92,726 shares; 2024Q4: 77,637 shares; 2025Q1: 45,583 shares; 2025Q2: 40,490 shares; 2025Q3: 32,195 shares; 2025Q4: 26,091 shares 26,091 $4.62M 0.08% -6,104 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,143 shares; 2024Q4: 7,321 shares; 2025Q1: 7,648 shares; 2025Q2: 8,082 shares; 2025Q3: 8,792 shares; 2025Q4: 11,422 shares 11,422 $4.58M 0.08% +2,630 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: 2,474 shares; 2024Q4: 2,317 shares; 2025Q1: 2,214 shares; 2025Q2: 2,269 shares; 2025Q3: 2,254 shares; 2025Q4: 2,129 shares 2,129 $4.58M 0.08% -125 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,456 shares; 2024Q4: 409,629 shares; 2025Q1: 409,629 shares; 2025Q2: 332,320 shares; 2025Q3: 325,000 shares; 2025Q4: 243,675 shares 243,675 $4.55M 0.08% -81,325 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,551 shares; 2024Q4: 33,328 shares; 2025Q1: 30,713 shares; 2025Q2: 32,712 shares; 2025Q3: 32,732 shares; 2025Q4: 26,066 shares 26,066 $4.52M 0.08% -6,666 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,383 shares; 2024Q4: 11,008 shares; 2025Q1: not reported; 2025Q2: 44,264 shares; 2025Q3: 50,369 shares; 2025Q4: 50,596 shares 50,596 $4.49M 0.08% +227 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,424 shares; 2025Q3: 11,470 shares; 2025Q4: 11,513 shares 11,513 $4.48M 0.08% +43 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 210,000 shares; 2025Q2: 204,824 shares; 2025Q3: 200,205 shares; 2025Q4: 201,090 shares 201,090 $4.47M 0.08% +885 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,688 shares; 2024Q4: 9,394 shares; 2025Q1: 11,681 shares; 2025Q2: 28,032 shares; 2025Q3: 28,321 shares; 2025Q4: 32,422 shares 32,422 $4.45M 0.08% +4,101 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: 30,013 shares; 2024Q4: 25,926 shares; 2025Q1: 4,867 shares; 2025Q2: 35,146 shares; 2025Q3: 37,410 shares; 2025Q4: 35,974 shares 35,974 $4.33M 0.08% -1,436 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,374 shares; 2024Q4: 120,689 shares; 2025Q1: 115,088 shares; 2025Q2: 123,421 shares; 2025Q3: 101,754 shares; 2025Q4: 101,333 shares 101,333 $4.3M 0.07% -421 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: 4,996 shares; 2024Q4: 4,797 shares; 2025Q1: 1,344 shares; 2025Q2: 21,869 shares; 2025Q3: 22,831 shares; 2025Q4: 22,346 shares 22,346 $4.27M 0.07% -485 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,577 shares; 2024Q4: 25,072 shares; 2025Q1: 24,434 shares; 2025Q2: 24,526 shares; 2025Q3: 28,469 shares; 2025Q4: 26,641 shares 26,641 $4.26M 0.07% -1,828 Timeline HEI 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: 11,917 shares; 2024Q4: 12,322 shares; 2025Q1: 12,330 shares; 2025Q2: 13,567 shares; 2025Q3: 13,480 shares; 2025Q4: 13,061 shares 13,061 $4.23M 0.07% -419 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY 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: 174,830 shares 174,830 $4.22M 0.07% new 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: 7,454 shares; 2024Q4: 13,177 shares; 2025Q1: 12,488 shares; 2025Q2: 20,591 shares; 2025Q3: 21,235 shares; 2025Q4: 21,843 shares 21,843 $4.18M 0.07% +608 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: 8,172 shares; 2024Q4: 6,486 shares; 2025Q1: 2,986 shares; 2025Q2: 12,775 shares; 2025Q3: 13,154 shares; 2025Q4: 13,465 shares 13,465 $4.12M 0.07% +311 Timeline SCHZ 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: 108,416 shares; 2024Q4: 225,950 shares; 2025Q1: 218,665 shares; 2025Q2: 189,313 shares; 2025Q3: 188,567 shares; 2025Q4: 175,922 shares 175,922 $4.11M 0.07% -12,645 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,577 shares; 2024Q4: 128,172 shares; 2025Q1: 125,000 shares; 2025Q2: 138,041 shares; 2025Q3: 138,041 shares; 2025Q4: 138,306 shares 138,306 $4.03M 0.07% +265 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: 29,732 shares; 2024Q4: 30,265 shares; 2025Q1: 31,752 shares; 2025Q2: 52,609 shares; 2025Q3: 61,206 shares; 2025Q4: 74,047 shares 74,047 $3.99M 0.07% +12,841 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: 21,655 shares; 2024Q4: 16,843 shares; 2025Q1: 9,268 shares; 2025Q2: 22,921 shares; 2025Q3: 23,546 shares; 2025Q4: 27,171 shares 27,171 $3.89M 0.07% +3,625 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 6,761 shares; 2025Q1: 5,914 shares; 2025Q2: 14,681 shares; 2025Q3: 14,219 shares; 2025Q4: 15,022 shares 15,022 $3.88M 0.07% +803 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,886 shares; 2025Q1: 8,475 shares; 2025Q2: 97,762 shares; 2025Q3: 97,785 shares; 2025Q4: 97,805 shares 97,805 $3.87M 0.07% +20 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: 14,750 shares; 2024Q4: 14,144 shares; 2025Q1: 5,888 shares; 2025Q2: 28,678 shares; 2025Q3: 28,696 shares; 2025Q4: 28,651 shares 28,651 $3.8M 0.07% -45 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,802 shares; 2024Q4: 199,802 shares; 2025Q1: 199,802 shares; 2025Q2: 299,818 shares; 2025Q3: 299,818 shares; 2025Q4: 299,802 shares 299,802 $3.77M 0.07% -16 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 50,000 shares; 2025Q2: 25,528 shares; 2025Q3: 56,565 shares; 2025Q4: 106,595 shares 106,595 $3.76M 0.07% +50,030 Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,400 shares; 2024Q4: 275,400 shares; 2025Q1: 160,211 shares; 2025Q2: 672,048 shares; 2025Q3: 605,043 shares; 2025Q4: 342,211 shares 342,211 $3.76M 0.07% -262,832 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,697 shares; 2024Q4: 86,672 shares; 2025Q1: 40,217 shares; 2025Q2: 34,269 shares; 2025Q3: 27,293 shares; 2025Q4: 20,629 shares 20,629 $3.75M 0.07% -6,664 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,485 shares; 2025Q3: 55,338 shares; 2025Q4: 62,954 shares 62,954 $3.7M 0.06% +7,616 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,855 shares; 2024Q4: 119,371 shares; 2025Q1: 104,537 shares; 2025Q2: 116,325 shares; 2025Q3: 114,442 shares; 2025Q4: 113,091 shares 113,091 $3.69M 0.06% -1,351 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,000 shares; 2025Q2: 100,475 shares; 2025Q3: 75,510 shares; 2025Q4: 98,334 shares 98,334 $3.69M 0.06% +22,824 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: 19,270 shares; 2024Q4: 19,762 shares; 2025Q1: 19,762 shares; 2025Q2: 21,767 shares; 2025Q3: 21,629 shares; 2025Q4: 21,668 shares 21,668 $3.67M 0.06% +39 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: 6,137 shares; 2024Q4: 5,500 shares; 2025Q1: 4,978 shares; 2025Q2: 5,827 shares; 2025Q3: 4,997 shares; 2025Q4: 7,460 shares 7,460 $3.61M 0.06% +2,463 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 37,736 shares; 2025Q4: 37,330 shares 37,330 $3.51M 0.06% -406 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: 7,416 shares; 2024Q4: 7,334 shares; 2025Q1: 4,649 shares; 2025Q2: 10,866 shares; 2025Q3: 11,350 shares; 2025Q4: 11,339 shares 11,339 $3.5M 0.06% -11 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: 16,017 shares; 2024Q4: 13,709 shares; 2025Q1: 13,039 shares; 2025Q2: 14,315 shares; 2025Q3: 13,995 shares; 2025Q4: 14,024 shares 14,024 $3.46M 0.06% +29 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,700 shares; 2024Q4: 102,700 shares; 2025Q1: 102,700 shares; 2025Q2: not reported; 2025Q3: 116,204 shares; 2025Q4: 116,204 shares 116,204 $3.45M 0.06% 0 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $3.44M 0.06% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,775 shares; 2024Q4: 71,898 shares; 2025Q1: 68,318 shares; 2025Q2: 68,500 shares; 2025Q3: 54,119 shares; 2025Q4: 54,137 shares 54,137 $3.41M 0.06% +18 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: 60,700 shares; 2024Q4: 16,565 shares; 2025Q1: 9,113 shares; 2025Q2: 19,596 shares; 2025Q3: 19,361 shares; 2025Q4: 19,374 shares 19,374 $3.36M 0.06% +13 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,365 shares; 2024Q4: 40,365 shares; 2025Q1: 40,365 shares; 2025Q2: 51,440 shares; 2025Q3: 44,759 shares; 2025Q4: 45,195 shares 45,195 $3.36M 0.06% +436 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: 6,043 shares; 2024Q4: 6,053 shares; 2025Q1: 4,881 shares; 2025Q2: 6,894 shares; 2025Q3: 6,912 shares; 2025Q4: 7,184 shares 7,184 $3.35M 0.06% +272 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: 2,721 shares; 2024Q4: 1,576 shares; 2025Q1: 1,222 shares; 2025Q2: 3,581 shares; 2025Q3: 3,701 shares; 2025Q4: 3,834 shares 3,834 $3.31M 0.06% +133 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,627 shares; 2024Q4: 54,034 shares; 2025Q1: 51,624 shares; 2025Q2: 51,725 shares; 2025Q3: 29,811 shares; 2025Q4: 34,410 shares 34,410 $3.28M 0.06% +4,599 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: 73,828 shares; 2024Q4: 74,411 shares; 2025Q1: 54,554 shares; 2025Q2: 99,249 shares; 2025Q3: 100,281 shares; 2025Q4: 101,955 shares 101,955 $3.27M 0.06% +1,674 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: 11,592 shares; 2025Q4: 11,592 shares 11,592 $3.21M 0.06% 0 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: 6,507 shares; 2024Q4: 3,931 shares; 2025Q1: not reported; 2025Q2: 24,711 shares; 2025Q3: 23,226 shares; 2025Q4: 23,694 shares 23,694 $3.21M 0.06% +468 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,980 shares; 2025Q3: 22,088 shares; 2025Q4: 22,434 shares 22,434 $3.16M 0.05% +346 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,185 shares; 2025Q2: 18,131 shares; 2025Q3: 18,218 shares; 2025Q4: 18,360 shares 18,360 $3.13M 0.05% +142 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: 131,144 shares; 2024Q4: 117,548 shares; 2025Q1: 112,998 shares; 2025Q2: 87,772 shares; 2025Q3: 80,505 shares; 2025Q4: 79,914 shares 79,914 $3.13M 0.05% -591 Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,021 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000 $3.12M 0.05% 0 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: 32,828 shares; 2024Q4: 27,957 shares; 2025Q1: 23,356 shares; 2025Q2: 39,020 shares; 2025Q3: 38,470 shares; 2025Q4: 38,455 shares 38,455 $3.09M 0.05% -15 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,689 shares; 2025Q2: 18,328 shares; 2025Q3: 20,819 shares; 2025Q4: 20,684 shares 20,684 $3.08M 0.05% -135 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: 44,030 shares; 2024Q4: 43,166 shares; 2025Q1: 39,341 shares; 2025Q2: 44,096 shares; 2025Q3: 44,207 shares; 2025Q4: 45,720 shares 45,720 $3.07M 0.05% +1,513 Timeline HEDJ 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: 57,956 shares; 2024Q4: 57,621 shares; 2025Q1: 57,063 shares; 2025Q2: 57,622 shares; 2025Q3: 57,622 shares; 2025Q4: 57,621 shares 57,621 $3.06M 0.05% -1 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,874 shares; 2024Q4: 12,874 shares; 2025Q1: 9,318 shares; 2025Q2: 10,890 shares; 2025Q3: 10,818 shares; 2025Q4: 13,602 shares 13,602 $3.06M 0.05% +2,784 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,928 shares; 2025Q1: 1,966 shares; 2025Q2: 2,041 shares; 2025Q3: 2,465 shares; 2025Q4: 2,515 shares 2,515 $3.05M 0.05% +50 SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,979 shares; 2024Q4: 26,154 shares; 2025Q1: not reported; 2025Q2: 26,230 shares; 2025Q3: 39,500 shares; 2025Q4: 69,757 shares 69,757 $3.04M 0.05% +30,257 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: 4,837 shares; 2024Q4: 4,453 shares; 2025Q1: not reported; 2025Q2: 5,151 shares; 2025Q3: 5,136 shares; 2025Q4: 5,374 shares 5,374 $3.04M 0.05% +238 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,909 shares; 2024Q4: 95,652 shares; 2025Q1: 94,832 shares; 2025Q2: 88,057 shares; 2025Q3: 42,269 shares; 2025Q4: 41,771 shares 41,771 $3.04M 0.05% -498 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,956 shares; 2025Q2: 74,340 shares; 2025Q3: 52,530 shares; 2025Q4: 115,268 shares 115,268 $2.99M 0.05% +62,738 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: 12,858 shares; 2024Q4: 8,372 shares; 2025Q1: not reported; 2025Q2: 13,940 shares; 2025Q3: 15,782 shares; 2025Q4: 18,396 shares 18,396 $2.95M 0.05% +2,614 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: 4,380 shares; 2024Q4: 3,131 shares; 2025Q1: not reported; 2025Q2: 6,361 shares; 2025Q3: 8,573 shares; 2025Q4: 9,235 shares 9,235 $2.94M 0.05% +662 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: 14,984 shares; 2024Q4: 9,247 shares; 2025Q1: not reported; 2025Q2: 32,816 shares; 2025Q3: 34,486 shares; 2025Q4: 38,604 shares 38,604 $2.91M 0.05% +4,118 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,899 shares; 2024Q4: 61,715 shares; 2025Q1: 35,790 shares; 2025Q2: 54,330 shares; 2025Q3: 50,986 shares; 2025Q4: 47,980 shares 47,980 $2.82M 0.05% -3,006 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: 20,893 shares; 2024Q4: 20,535 shares; 2025Q1: 4,869 shares; 2025Q2: 21,461 shares; 2025Q3: 21,273 shares; 2025Q4: 52,270 shares 52,270 $2.82M 0.05% +30,997 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: 12,113 shares; 2024Q4: 10,632 shares; 2025Q1: 4,392 shares; 2025Q2: 21,497 shares; 2025Q3: 19,330 shares; 2025Q4: 14,432 shares 14,432 $2.82M 0.05% -4,898 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 1,809 shares; 2025Q1: 524 shares; 2025Q2: 3,457 shares; 2025Q3: 3,508 shares; 2025Q4: 4,580 shares 4,580 $2.81M 0.05% +1,072 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 2,036 shares; 2025Q1: not reported; 2025Q2: 2,730 shares; 2025Q3: 2,583 shares; 2025Q4: 2,296 shares 2,296 $2.79M 0.05% -287 Timeline NPB NORTHPOINTE BANCSHARES INC. More: the full row for NORTHPOINTE BANCSHARES 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: 200,090 shares; 2025Q2: 200,090 shares; 2025Q3: 165,614 shares; 2025Q4: 165,695 shares 165,695 $2.78M 0.05% +81 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 5,999 shares; 2025Q1: 7,355 shares; 2025Q2: 7,522 shares; 2025Q3: 5,926 shares; 2025Q4: 13,286 shares 13,286 $2.77M 0.05% +7,360 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: 34,375 shares; 2024Q4: 33,277 shares; 2025Q1: 32,929 shares; 2025Q2: 69,766 shares; 2025Q3: 70,233 shares; 2025Q4: 68,480 shares 68,480 $2.75M 0.05% -1,753 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,221 shares; 2024Q4: 30,598 shares; 2025Q1: 30,564 shares; 2025Q2: 34,196 shares; 2025Q3: 34,005 shares; 2025Q4: 34,582 shares 34,582 $2.71M 0.05% +577 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,715 shares; 2024Q4: 49,061 shares; 2025Q1: 47,230 shares; 2025Q2: 51,417 shares; 2025Q3: 51,483 shares; 2025Q4: 50,591 shares 50,591 $2.65M 0.05% -892 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,978 shares; 2025Q3: 44,580 shares; 2025Q4: 53,031 shares 53,031 $2.63M 0.05% +8,451 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,640 shares; 2024Q4: 35,112 shares; 2025Q1: 34,824 shares; 2025Q2: 36,190 shares; 2025Q3: 35,544 shares; 2025Q4: 35,515 shares 35,515 $2.62M 0.05% -29 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,135 shares; 2024Q4: 57,032 shares; 2025Q1: 58,157 shares; 2025Q2: 60,606 shares; 2025Q3: 60,598 shares; 2025Q4: 59,898 shares 59,898 $2.6M 0.05% -700 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: not reported; 2025Q3: 21,136 shares; 2025Q4: 21,137 shares 21,137 $2.56M 0.04% +1 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: 18,930 shares; 2024Q4: 19,723 shares; 2025Q1: 18,275 shares; 2025Q2: 16,453 shares; 2025Q3: 16,306 shares; 2025Q4: 16,321 shares 16,321 $2.56M 0.04% +15 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,115 shares; 2024Q4: 263,352 shares; 2025Q1: 201,445 shares; 2025Q2: 24,698 shares; 2025Q3: 16,756 shares; 2025Q4: 14,514 shares 14,514 $2.53M 0.04% -2,242 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: 87,026 shares; 2024Q4: 88,967 shares; 2025Q1: 78,248 shares; 2025Q2: 8,065 shares; 2025Q3: 7,910 shares; 2025Q4: 7,594 shares 7,594 $2.51M 0.04% -316 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: 35,121 shares; 2024Q4: 35,587 shares; 2025Q1: 31,126 shares; 2025Q2: 38,819 shares; 2025Q3: 32,078 shares; 2025Q4: 33,664 shares 33,664 $2.47M 0.04% +1,586 Timeline FFWM FIRST FNDTN INC More: the full row for FIRST FNDTN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,104 shares; 2024Q4: 315,500 shares; 2025Q1: 400,000 shares; 2025Q2: 400,968 shares; 2025Q3: 400,968 shares; 2025Q4: 400,968 shares 400,968 $2.47M 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,111 shares; 2024Q4: 87,960 shares; 2025Q1: 82,332 shares; 2025Q2: 107,916 shares; 2025Q3: 108,620 shares; 2025Q4: 35,324 shares 35,324 $2.47M 0.04% -73,296 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 361 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 347 shares; 2025Q4: 332 shares 332 $2.42M 0.04% -15 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: 58,378 shares; 2024Q4: 55,013 shares; 2025Q1: 5,321 shares; 2025Q2: 19,053 shares; 2025Q3: 19,470 shares; 2025Q4: 19,536 shares 19,536 $2.41M 0.04% +66 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,708 shares; 2024Q4: 40,775 shares; 2025Q1: 40,699 shares; 2025Q2: 57,113 shares; 2025Q3: 57,181 shares; 2025Q4: 51,395 shares 51,395 $2.39M 0.04% -5,786 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: 34,211 shares; 2024Q4: 30,923 shares; 2025Q1: 14,417 shares; 2025Q2: 69,880 shares; 2025Q3: 74,639 shares; 2025Q4: 43,426 shares 43,426 $2.39M 0.04% -31,213 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,164 shares; 2024Q4: 175,164 shares; 2025Q1: 175,164 shares; 2025Q2: 176,046 shares; 2025Q3: 133,134 shares; 2025Q4: 133,384 shares 133,384 $2.36M 0.04% +250 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: 2,299 shares; 2024Q4: 1,677 shares; 2025Q1: 2,404 shares; 2025Q2: 6,322 shares; 2025Q3: 6,452 shares; 2025Q4: 6,256 shares 6,256 $2.31M 0.04% -196 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,908 shares; 2025Q3: 3,082 shares; 2025Q4: 9,544 shares 9,544 $2.31M 0.04% +6,462 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: 14,326 shares; 2024Q4: 13,876 shares; 2025Q1: 6,490 shares; 2025Q2: 24,586 shares; 2025Q3: 26,419 shares; 2025Q4: 38,288 shares 38,288 $2.3M 0.04% +11,869 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL 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: 87,182 shares 87,182 $2.3M 0.04% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,825 shares; 2024Q4: 18,804 shares; 2025Q1: 17,548 shares; 2025Q2: 18,002 shares; 2025Q3: 18,605 shares; 2025Q4: 20,307 shares 20,307 $2.29M 0.04% +1,702 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 200,000 shares; 2025Q1: 300,000 shares; 2025Q2: 250,245 shares; 2025Q3: 125,245 shares; 2025Q4: 115,435 shares 115,435 $2.28M 0.04% -9,810 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,786 shares; 2025Q1: not reported; 2025Q2: 6,523 shares; 2025Q3: 7,319 shares; 2025Q4: 13,170 shares 13,170 $2.26M 0.04% +5,851 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: 38,562 shares; 2024Q4: 35,533 shares; 2025Q1: 31,426 shares; 2025Q2: 33,201 shares; 2025Q3: 30,024 shares; 2025Q4: 24,622 shares 24,622 $2.25M 0.04% -5,402 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: 1,819 shares; 2024Q4: 1,006 shares; 2025Q1: not reported; 2025Q2: 1,784 shares; 2025Q3: 2,178 shares; 2025Q4: 3,434 shares 3,434 $2.24M 0.04% +1,256 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: 6,584 shares; 2024Q4: 6,584 shares; 2025Q1: 6,279 shares; 2025Q2: 8,410 shares; 2025Q3: 9,922 shares; 2025Q4: 12,441 shares 12,441 $2.21M 0.04% +2,519 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,236 shares; 2025Q2: 27,330 shares; 2025Q3: not reported; 2025Q4: 27,495 shares 27,495 $2.2M 0.04% new 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: 11,551 shares; 2024Q4: 10,132 shares; 2025Q1: 9,209 shares; 2025Q2: 7,214 shares; 2025Q3: 7,144 shares; 2025Q4: 6,822 shares 6,822 $2.18M 0.04% -322 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,727 shares; 2024Q4: 54,727 shares; 2025Q1: not reported; 2025Q2: 54,727 shares; 2025Q3: 54,727 shares; 2025Q4: 34,727 shares 34,727 $2.17M 0.04% -20,000 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,169 shares; 2025Q4: 25,170 shares 25,170 $2.16M 0.04% +1 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,400 shares; 2025Q3: 7,398 shares; 2025Q4: 7,400 shares 7,400 $2.14M 0.04% +2 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,400 shares; 2024Q4: 28,721 shares; 2025Q1: 26,009 shares; 2025Q2: 29,748 shares; 2025Q3: 29,748 shares; 2025Q4: 31,133 shares 31,133 $2.13M 0.04% +1,385 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: 9,603 shares; 2024Q4: 9,388 shares; 2025Q1: 5,059 shares; 2025Q2: 12,788 shares; 2025Q3: 12,385 shares; 2025Q4: 12,424 shares 12,424 $2.12M 0.04% +39 Timeline MAGS LISTED FDS TR More: the full row for LISTED 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: 78,617 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,185 shares 32,185 $2.12M 0.04% new Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES 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: 127,530 shares; 2025Q3: 127,530 shares; 2025Q4: 120,012 shares 120,012 $2.1M 0.04% -7,518 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,095 shares; 2024Q4: 25,385 shares; 2025Q1: 7,745 shares; 2025Q2: 38,839 shares; 2025Q3: 39,227 shares; 2025Q4: 39,193 shares 39,193 $2.09M 0.04% -34 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: 51,381 shares; 2024Q4: 56,629 shares; 2025Q1: 60,212 shares; 2025Q2: 58,953 shares; 2025Q3: 70,292 shares; 2025Q4: 66,788 shares 66,788 $2.07M 0.04% -3,504 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: 1,918 shares; 2025Q3: 1,616 shares; 2025Q4: 4,212 shares 4,212 $2.07M 0.04% +2,596 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: 13,290 shares; 2024Q4: 13,292 shares; 2025Q1: 9,275 shares; 2025Q2: 30,164 shares; 2025Q3: 30,203 shares; 2025Q4: 44,659 shares 44,659 $2.05M 0.04% +14,456 Timeline BANK OF AMER CORP 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: 1,450 shares; 2024Q4: 1,318 shares; 2025Q1: 1,318 shares; 2025Q2: 1,403 shares; 2025Q3: 1,603 shares; 2025Q4: 1,601 shares 1,601 $2.03M 0.04% -2 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: 1,280 shares; 2024Q4: 1,525 shares; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,698 shares; 2025Q4: 13,262 shares 13,262 $2.03M 0.04% +11,564 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES 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: 46,847 shares; 2025Q2: 46,847 shares; 2025Q3: 46,847 shares; 2025Q4: 46,847 shares 46,847 $2.01M 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: not reported; 2025Q1: 2,717 shares; 2025Q2: 6,245 shares; 2025Q3: 6,266 shares; 2025Q4: 15,534 shares 15,534 $2M 0.03% +9,268 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: 13,902 shares; 2024Q4: 14,627 shares; 2025Q1: 12,938 shares; 2025Q2: 13,736 shares; 2025Q3: 13,986 shares; 2025Q4: 19,960 shares 19,960 $1.99M 0.03% +5,974 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: 4,614 shares; 2024Q4: 4,604 shares; 2025Q1: 4,528 shares; 2025Q2: 8,801 shares; 2025Q3: 7,038 shares; 2025Q4: 6,836 shares 6,836 $1.97M 0.03% -202 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,496 shares; 2025Q3: 100,496 shares; 2025Q4: 100,505 shares 100,505 $1.96M 0.03% +9 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: 19,773 shares; 2024Q4: 59,324 shares; 2025Q1: 58,714 shares; 2025Q2: 75,856 shares; 2025Q3: 75,849 shares; 2025Q4: 74,498 shares 74,498 $1.95M 0.03% -1,351 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: 18,674 shares; 2024Q4: 18,127 shares; 2025Q1: 13,233 shares; 2025Q2: 15,455 shares; 2025Q3: 15,280 shares; 2025Q4: 13,821 shares 13,821 $1.95M 0.03% -1,459 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 35,599 shares; 2025Q2: 54,806 shares; 2025Q3: 54,837 shares; 2025Q4: 54,829 shares 54,829 $1.93M 0.03% -8 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,206 shares; 2025Q3: 92,206 shares; 2025Q4: 82,395 shares 82,395 $1.92M 0.03% -9,811 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: 1,045 shares; 2024Q4: 953 shares; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,969 shares; 2025Q4: 20,093 shares 20,093 $1.88M 0.03% +18,124 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,361 shares; 2025Q4: 20,368 shares 20,368 $1.87M 0.03% +7 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,453 shares; 2024Q4: 22,333 shares; 2025Q1: 22,272 shares; 2025Q2: 23,150 shares; 2025Q3: 23,101 shares; 2025Q4: 23,183 shares 23,183 $1.86M 0.03% +82 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,038 shares; 2025Q1: 1,114 shares; 2025Q2: 1,498 shares; 2025Q3: 1,609 shares; 2025Q4: 5,512 shares 5,512 $1.86M 0.03% +3,903 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: 11,823 shares; 2024Q4: 11,825 shares; 2025Q1: not reported; 2025Q2: 11,816 shares; 2025Q3: 11,840 shares; 2025Q4: 16,107 shares 16,107 $1.85M 0.03% +4,267 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,418 shares; 2024Q4: 36,418 shares; 2025Q1: 33,285 shares; 2025Q2: 43,875 shares; 2025Q3: 43,880 shares; 2025Q4: 43,892 shares 43,892 $1.85M 0.03% +12 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: not reported; 2024Q4: 2,114 shares; 2025Q1: 4,148 shares; 2025Q2: 8,007 shares; 2025Q3: 8,045 shares; 2025Q4: 14,301 shares 14,301 $1.84M 0.03% +6,256 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: 24,934 shares; 2024Q4: 25,365 shares; 2025Q1: 22,834 shares; 2025Q2: 29,156 shares; 2025Q3: 28,805 shares; 2025Q4: 33,589 shares 33,589 $1.84M 0.03% +4,784 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,117 shares; 2025Q1: 19,117 shares; 2025Q2: 93,295 shares; 2025Q3: 93,306 shares; 2025Q4: 93,295 shares 93,295 $1.83M 0.03% -11 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: 188,049 shares; 2024Q4: 3,769 shares; 2025Q1: 1,455 shares; 2025Q2: 5,136 shares; 2025Q3: 4,347 shares; 2025Q4: 7,159 shares 7,159 $1.81M 0.03% +2,812 Timeline IX ORIX CORP More: the full row for ORIX 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: 52,803 shares; 2025Q2: 61,772 shares; 2025Q3: not reported; 2025Q4: 61,812 shares 61,812 $1.81M 0.03% new 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: 55,770 shares; 2024Q4: 37,806 shares; 2025Q1: 18,833 shares; 2025Q2: 76,289 shares; 2025Q3: 73,341 shares; 2025Q4: 72,309 shares 72,309 $1.8M 0.03% -1,032 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,713 shares 43,713 $1.8M 0.03% new 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: 14,690 shares; 2024Q4: 15,406 shares; 2025Q1: 16,377 shares; 2025Q2: 16,910 shares; 2025Q3: 15,883 shares; 2025Q4: 15,202 shares 15,202 $1.78M 0.03% -681 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: 1,183 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 8,187 shares; 2025Q4: 8,495 shares 8,495 $1.78M 0.03% +308 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,719 shares; 2024Q4: 8,421 shares; 2025Q1: 8,451 shares; 2025Q2: 34,336 shares; 2025Q3: 34,374 shares; 2025Q4: 34,598 shares 34,598 $1.73M 0.03% +224 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,199 shares; 2025Q3: 50,199 shares; 2025Q4: 50,199 shares 50,199 $1.72M 0.03% 0 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: 3,564 shares; 2024Q4: 3,564 shares; 2025Q1: not reported; 2025Q2: 3,321 shares; 2025Q3: 3,338 shares; 2025Q4: 6,769 shares 6,769 $1.71M 0.03% +3,431 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,896 shares 105,896 $1.71M 0.03% new Timeline CATH 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: 3,537 shares; 2024Q4: 3,497 shares; 2025Q1: 3,497 shares; 2025Q2: 20,684 shares; 2025Q3: 20,523 shares; 2025Q4: 20,523 shares 20,523 $1.7M 0.03% 0 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: 751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,396 shares; 2025Q3: 2,406 shares; 2025Q4: 3,292 shares 3,292 $1.68M 0.03% +886 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: 84,873 shares; 2024Q4: 73,002 shares; 2025Q1: 46,506 shares; 2025Q2: 28,518 shares; 2025Q3: 20,293 shares; 2025Q4: 8,647 shares 8,647 $1.68M 0.03% -11,646 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,504 shares; 2024Q4: 127,981 shares; 2025Q1: 130,018 shares; 2025Q2: 25,339 shares; 2025Q3: 25,778 shares; 2025Q4: 26,052 shares 26,052 $1.66M 0.03% +274 Timeline SLQD 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: 36,606 shares; 2024Q4: 37,912 shares; 2025Q1: 37,780 shares; 2025Q2: 32,194 shares; 2025Q3: 32,478 shares; 2025Q4: 32,584 shares 32,584 $1.65M 0.03% +106 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: 3,568 shares; 2024Q4: 3,615 shares; 2025Q1: 3,841 shares; 2025Q2: 3,530 shares; 2025Q3: 2,416 shares; 2025Q4: 5,683 shares 5,683 $1.65M 0.03% +3,267 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,433 shares; 2024Q4: 119,433 shares; 2025Q1: 119,433 shares; 2025Q2: 120,262 shares; 2025Q3: 120,354 shares; 2025Q4: 150,256 shares 150,256 $1.65M 0.03% +29,902 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,042 shares; 2025Q3: 12,960 shares; 2025Q4: 16,897 shares 16,897 $1.64M 0.03% +3,937 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: 1,235 shares; 2024Q4: 1,183 shares; 2025Q1: 577 shares; 2025Q2: 1,615 shares; 2025Q3: 1,640 shares; 2025Q4: 1,867 shares 1,867 $1.64M 0.03% +227 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: not reported; 2025Q1: not reported; 2025Q2: 4,702 shares; 2025Q3: 5,121 shares; 2025Q4: 12,451 shares 12,451 $1.63M 0.03% +7,330 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,991 shares 11,991 $1.63M 0.03% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,930 shares; 2024Q4: 46,634 shares; 2025Q1: not reported; 2025Q2: 84,937 shares; 2025Q3: 84,937 shares; 2025Q4: 97,858 shares 97,858 $1.61M 0.03% +12,921 Timeline CEFA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,945 shares; 2025Q3: 42,848 shares; 2025Q4: 42,848 shares 42,848 $1.61M 0.03% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,675 shares; 2025Q3: 9,686 shares; 2025Q4: 9,801 shares 9,801 $1.61M 0.03% +115 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,731 shares; 2024Q4: 14,731 shares; 2025Q1: not reported; 2025Q2: 13,105 shares; 2025Q3: 13,105 shares; 2025Q4: 13,105 shares 13,105 $1.6M 0.03% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,687 shares 1,687 $1.57M 0.03% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,159 shares; 2024Q4: 13,121 shares; 2025Q1: 7,568 shares; 2025Q2: 16,324 shares; 2025Q3: 16,228 shares; 2025Q4: 15,114 shares 15,114 $1.57M 0.03% -1,114 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: 11,841 shares; 2024Q4: 10,628 shares; 2025Q1: not reported; 2025Q2: 9,560 shares; 2025Q3: 9,523 shares; 2025Q4: 9,683 shares 9,683 $1.57M 0.03% +160 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,660 shares; 2025Q3: 14,842 shares; 2025Q4: 14,812 shares 14,812 $1.56M 0.03% -30 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: 3,828 shares; 2024Q4: 1,144 shares; 2025Q1: not reported; 2025Q2: 3,944 shares; 2025Q3: 4,252 shares; 2025Q4: 7,081 shares 7,081 $1.56M 0.03% +2,829 Timeline GFF GRIFFON CORP More: the full row for GRIFFON 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: 61,047 shares; 2025Q3: 21,047 shares; 2025Q4: 21,065 shares 21,065 $1.55M 0.03% +18 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 20,516 shares; 2025Q3: not reported; 2025Q4: 26,763 shares 26,763 $1.54M 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,511 shares; 2025Q1: 4,422 shares; 2025Q2: 9,250 shares; 2025Q3: 9,503 shares; 2025Q4: 9,427 shares 9,427 $1.53M 0.03% -76 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: 4,600 shares; 2024Q4: 4,870 shares; 2025Q1: 9,035 shares; 2025Q2: 9,542 shares; 2025Q3: 9,596 shares; 2025Q4: 9,494 shares 9,494 $1.52M 0.03% -102 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 2,092 shares; 2025Q2: 5,203 shares; 2025Q3: 7,247 shares; 2025Q4: 8,418 shares 8,418 $1.48M 0.03% +1,171 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,926 shares; 2024Q4: 21,354 shares; 2025Q1: 21,354 shares; 2025Q2: 22,524 shares; 2025Q3: 22,559 shares; 2025Q4: 21,157 shares 21,157 $1.47M 0.03% -1,402 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: 9,362 shares; 2024Q4: 6,862 shares; 2025Q1: not reported; 2025Q2: 6,855 shares; 2025Q3: 6,855 shares; 2025Q4: 7,310 shares 7,310 $1.46M 0.03% +455 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,254 shares; 2024Q4: 26,011 shares; 2025Q1: 26,024 shares; 2025Q2: 26,044 shares; 2025Q3: 26,117 shares; 2025Q4: 24,479 shares 24,479 $1.46M 0.03% -1,638 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,371 shares; 2025Q4: 12,462 shares 12,462 $1.45M 0.03% +10,091 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 1,215 shares; 2025Q1: not reported; 2025Q2: 3,266 shares; 2025Q3: 3,712 shares; 2025Q4: 3,727 shares 3,727 $1.45M 0.03% +15 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,243 shares; 2025Q1: 3,243 shares; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 3,573 shares 3,573 $1.44M 0.02% +17 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: 6,609 shares; 2024Q4: 8,788 shares; 2025Q1: not reported; 2025Q2: 10,896 shares; 2025Q3: 10,770 shares; 2025Q4: 10,785 shares 10,785 $1.43M 0.02% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,840 shares 1,840 $1.42M 0.02% new Timeline XAR 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: 3,505 shares; 2024Q4: 5,919 shares; 2025Q1: 4,474 shares; 2025Q2: 5,876 shares; 2025Q3: 5,876 shares; 2025Q4: 5,876 shares 5,876 $1.42M 0.02% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,225 shares 16,225 $1.4M 0.02% new Timeline AIVL 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: 17,130 shares; 2024Q4: 15,630 shares; 2025Q1: 15,195 shares; 2025Q2: 18,750 shares; 2025Q3: 12,143 shares; 2025Q4: 12,143 shares 12,143 $1.4M 0.02% 0 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: 7,680 shares; 2024Q4: 7,144 shares; 2025Q1: 4,590 shares; 2025Q2: 6,952 shares; 2025Q3: 7,021 shares; 2025Q4: 13,822 shares 13,822 $1.38M 0.02% +6,801 Timeline EWJ 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: 6,083 shares; 2024Q4: 6,083 shares; 2025Q1: 18,970 shares; 2025Q2: 29,288 shares; 2025Q3: 14,936 shares; 2025Q4: 17,048 shares 17,048 $1.38M 0.02% +2,112 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: 23,295 shares; 2024Q4: 17,838 shares; 2025Q1: 5,576 shares; 2025Q2: 18,808 shares; 2025Q3: 13,816 shares; 2025Q4: 15,815 shares 15,815 $1.35M 0.02% +1,999 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: 9,295 shares; 2024Q4: 9,113 shares; 2025Q1: 2,146 shares; 2025Q2: 4,543 shares; 2025Q3: 5,680 shares; 2025Q4: 14,218 shares 14,218 $1.33M 0.02% +8,538 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,765 shares; 2024Q4: 4,200 shares; 2025Q1: not reported; 2025Q2: 21,780 shares; 2025Q3: 20,582 shares; 2025Q4: 20,612 shares 20,612 $1.32M 0.02% +30 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 5,296 shares; 2025Q1: 4,463 shares; 2025Q2: 8,820 shares; 2025Q3: 5,296 shares; 2025Q4: 4,250 shares 4,250 $1.31M 0.02% -1,046 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: 7,556 shares; 2024Q4: 7,674 shares; 2025Q1: not reported; 2025Q2: 5,772 shares; 2025Q3: 5,720 shares; 2025Q4: 5,755 shares 5,755 $1.31M 0.02% +35 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: not reported; 2025Q4: 13,078 shares 13,078 $1.31M 0.02% new 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: 4,212 shares; 2024Q4: 9,389 shares; 2025Q1: not reported; 2025Q2: 3,974 shares; 2025Q3: 4,063 shares; 2025Q4: 6,095 shares 6,095 $1.28M 0.02% +2,032 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,551 shares; 2025Q4: 9,033 shares 9,033 $1.27M 0.02% +482 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,793 shares; 2024Q4: 9,793 shares; 2025Q1: 14,026 shares; 2025Q2: 14,273 shares; 2025Q3: 14,273 shares; 2025Q4: 14,272 shares 14,272 $1.27M 0.02% -1 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,482 shares; 2025Q3: 15,558 shares; 2025Q4: 15,916 shares 15,916 $1.27M 0.02% +358 Timeline WCLD 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: not reported; 2024Q4: 374,312 shares; 2025Q1: 527,580 shares; 2025Q2: 598,972 shares; 2025Q3: 10,314 shares; 2025Q4: 36,133 shares 36,133 $1.27M 0.02% +25,819 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: not reported; 2025Q4: 7,251 shares 7,251 $1.25M 0.02% new 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: 5,381 shares; 2024Q4: 5,381 shares; 2025Q1: 5,844 shares; 2025Q2: 9,632 shares; 2025Q3: 4,567 shares; 2025Q4: 8,633 shares 8,633 $1.24M 0.02% +4,066 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,194 shares 21,194 $1.24M 0.02% new 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: 4,071 shares; 2024Q4: 4,062 shares; 2025Q1: 4,077 shares; 2025Q2: 7,362 shares; 2025Q3: 7,652 shares; 2025Q4: 8,016 shares 8,016 $1.24M 0.02% +364 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,314 shares; 2025Q1: 4,310 shares; 2025Q2: 4,346 shares; 2025Q3: 4,339 shares; 2025Q4: 4,338 shares 4,338 $1.23M 0.02% -1 Timeline LDUR 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: 2,578 shares; 2024Q4: 2,573 shares; 2025Q1: 3,394 shares; 2025Q2: 4,915 shares; 2025Q3: 5,159 shares; 2025Q4: 12,805 shares 12,805 $1.23M 0.02% +7,646 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,072 shares 5,072 $1.23M 0.02% new 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: 2,392 shares; 2025Q3: 2,725 shares; 2025Q4: 12,220 shares 12,220 $1.21M 0.02% +9,495 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 5,137 shares; 2025Q1: 6,028 shares; 2025Q2: 8,895 shares; 2025Q3: 9,376 shares; 2025Q4: 23,869 shares 23,869 $1.21M 0.02% +14,493 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: 6,513 shares; 2024Q4: 6,513 shares; 2025Q1: not reported; 2025Q2: 7,461 shares; 2025Q3: 7,493 shares; 2025Q4: 7,492 shares 7,492 $1.2M 0.02% -1 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,992 shares; 2025Q1: 65,992 shares; 2025Q2: 51,188 shares; 2025Q3: not reported; 2025Q4: 38,759 shares 38,759 $1.2M 0.02% new Timeline KMX CARMAX INC More: the full row for CARMAX 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: 31,096 shares 31,096 $1.2M 0.02% new Timeline GNMA 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: 26,952 shares 26,952 $1.2M 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,347 shares; 2025Q4: 4,197 shares 4,197 $1.2M 0.02% +2,850 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 350,000 shares; 2025Q2: 225,055 shares; 2025Q3: 50,169 shares; 2025Q4: 50,261 shares 50,261 $1.2M 0.02% +92 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: 5,248 shares; 2024Q4: 5,022 shares; 2025Q1: 5,015 shares; 2025Q2: 15,077 shares; 2025Q3: 15,072 shares; 2025Q4: 15,091 shares 15,091 $1.2M 0.02% +19 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,923 shares; 2025Q1: not reported; 2025Q2: 4,746 shares; 2025Q3: 4,913 shares; 2025Q4: 4,585 shares 4,585 $1.19M 0.02% -328 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,734 shares 19,734 $1.18M 0.02% new 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: 1,963 shares; 2024Q4: 1,083 shares; 2025Q1: 1,908 shares; 2025Q2: 4,051 shares; 2025Q3: 4,200 shares; 2025Q4: 4,058 shares 4,058 $1.18M 0.02% -142 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: 628,042 shares; 2024Q4: 529,666 shares; 2025Q1: 325,577 shares; 2025Q2: 283,510 shares; 2025Q3: 34,257 shares; 2025Q4: 41,984 shares 41,984 $1.18M 0.02% +7,727 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,000 shares; 2025Q2: 150,977 shares; 2025Q3: 152,439 shares; 2025Q4: 52,493 shares 52,493 $1.17M 0.02% -99,946 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,796 shares; 2024Q4: 72,022 shares; 2025Q1: 77,393 shares; 2025Q2: 61,067 shares; 2025Q3: 18,410 shares; 2025Q4: 18,311 shares 18,311 $1.15M 0.02% -99 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: not reported; 2025Q2: 8,293 shares; 2025Q3: 8,387 shares; 2025Q4: 8,226 shares 8,226 $1.14M 0.02% -161 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,414 shares; 2024Q4: 7,414 shares; 2025Q1: 4,571 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares; 2025Q4: 7,916 shares 7,916 $1.14M 0.02% +136 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,577 shares 8,577 $1.12M 0.02% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,746 shares; 2025Q3: 60,746 shares; 2025Q4: 62,291 shares 62,291 $1.12M 0.02% +1,545 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: 45,978 shares; 2024Q4: 46,025 shares; 2025Q1: 44,408 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,963 shares 4,963 $1.12M 0.02% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,968 shares 1,968 $1.11M 0.02% new 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: not reported; 2025Q2: 2,441 shares; 2025Q3: 2,448 shares; 2025Q4: 5,682 shares 5,682 $1.1M 0.02% +3,234 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,871 shares; 2025Q3: 25,529 shares; 2025Q4: 27,938 shares 27,938 $1.1M 0.02% +2,409 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,289 shares 8,289 $1.1M 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares; 2025Q4: 7,604 shares 7,604 $1.1M 0.02% +6,313 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: not reported; 2025Q1: 1,750 shares; 2025Q2: 7,996 shares; 2025Q3: 8,803 shares; 2025Q4: 8,818 shares 8,818 $1.07M 0.02% +15 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: not reported; 2025Q1: not reported; 2025Q2: 13,548 shares; 2025Q3: 13,575 shares; 2025Q4: 13,886 shares 13,886 $1.06M 0.02% +311 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 2,662 shares 2,662 $1.06M 0.02% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,089 shares; 2024Q4: 9,218 shares; 2025Q1: not reported; 2025Q2: 12,227 shares; 2025Q3: 15,259 shares; 2025Q4: 16,055 shares 16,055 $1.05M 0.02% +796 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,964 shares; 2025Q3: 10,430 shares; 2025Q4: 10,225 shares 10,225 $1.04M 0.02% -205 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: 7,403 shares; 2024Q4: 6,075 shares; 2025Q1: not reported; 2025Q2: 12,064 shares; 2025Q3: 12,307 shares; 2025Q4: 12,328 shares 12,328 $1.04M 0.02% +21 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: 22,453 shares; 2024Q4: 15,045 shares; 2025Q1: 23,758 shares; 2025Q2: 36,505 shares; 2025Q3: 39,467 shares; 2025Q4: 41,288 shares 41,288 $1.03M 0.02% +1,821 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,821 shares; 2024Q4: 66,961 shares; 2025Q1: 70,752 shares; 2025Q2: 67,262 shares; 2025Q3: 70,134 shares; 2025Q4: 70,283 shares 70,283 $1.01M 0.02% +149 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 1,107 shares; 2025Q3: 888 shares; 2025Q4: 2,977 shares 2,977 $1M 0.02% +2,089 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 22,345 shares 22,345 $996K 0.02% new 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: 3,530 shares; 2024Q4: 2,387 shares; 2025Q1: not reported; 2025Q2: 3,402 shares; 2025Q3: 4,220 shares; 2025Q4: 4,579 shares 4,579 $994K 0.02% +359 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: 3,005 shares; 2024Q4: 2,449 shares; 2025Q1: 1,077 shares; 2025Q2: 3,045 shares; 2025Q3: 3,650 shares; 2025Q4: 3,775 shares 3,775 $994K 0.02% +125 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,473 shares 19,473 $989K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,459 shares; 2025Q3: 9,240 shares; 2025Q4: 12,151 shares 12,151 $986K 0.02% +2,911 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 8,709 shares; 2025Q1: 9,479 shares; 2025Q2: 11,418 shares; 2025Q3: 14,516 shares; 2025Q4: 14,492 shares 14,492 $981K 0.02% -24 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: 2,311 shares; 2024Q4: 2,119 shares; 2025Q1: not reported; 2025Q2: 3,173 shares; 2025Q3: 3,141 shares; 2025Q4: 3,160 shares 3,160 $980K 0.02% +19 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS 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: 83,260 shares; 2025Q3: 83,346 shares; 2025Q4: 83,346 shares 83,346 $980K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 3,103 shares; 2025Q1: 3,027 shares; 2025Q2: 5,777 shares; 2025Q3: 6,226 shares; 2025Q4: 7,039 shares 7,039 $980K 0.02% +813 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: 6,014 shares; 2024Q4: 6,014 shares; 2025Q1: not reported; 2025Q2: 7,042 shares; 2025Q3: 7,357 shares; 2025Q4: 4,613 shares 4,613 $978K 0.02% -2,744 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,195 shares; 2025Q3: 5,312 shares; 2025Q4: 11,095 shares 11,095 $969K 0.02% +5,783 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS 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: 4,981 shares 4,981 $968K 0.02% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,273 shares; 2024Q4: 16,095 shares; 2025Q1: 13,542 shares; 2025Q2: 15,105 shares; 2025Q3: 15,106 shares; 2025Q4: 13,771 shares 13,771 $956K 0.02% -1,335 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 17,143 shares; 2025Q3: 17,143 shares; 2025Q4: 22,753 shares 22,753 $945K 0.02% +5,610 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: 944 shares; 2025Q4: 3,295 shares 3,295 $934K 0.02% +2,351 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,379 shares; 2025Q1: 1,867 shares; 2025Q2: 2,753 shares; 2025Q3: not reported; 2025Q4: 4,776 shares 4,776 $932K 0.02% new Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,410 shares; 2024Q4: 68,410 shares; 2025Q1: 68,410 shares; 2025Q2: 68,410 shares; 2025Q3: 68,494 shares; 2025Q4: 68,507 shares 68,507 $930K 0.02% +13 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: 4,904 shares; 2024Q4: 4,847 shares; 2025Q1: not reported; 2025Q2: 8,925 shares; 2025Q3: 5,435 shares; 2025Q4: 25,104 shares 25,104 $929K 0.02% +19,669 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,948 shares; 2025Q3: 4,936 shares; 2025Q4: 5,816 shares 5,816 $926K 0.02% +880 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,946 shares; 2024Q4: 9,946 shares; 2025Q1: not reported; 2025Q2: 9,899 shares; 2025Q3: 9,899 shares; 2025Q4: 9,899 shares 9,899 $914K 0.02% 0 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: 10,349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,827 shares; 2025Q3: 15,101 shares; 2025Q4: 24,725 shares 24,725 $912K 0.02% +9,624 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 13,860 shares 13,860 $902K 0.02% new Timeline AVD AMERICAN VANGUARD CORP More: the full row for AMERICAN VANGUARD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,900 shares; 2024Q4: 25,900 shares; 2025Q1: 20,900 shares; 2025Q2: 289,573 shares; 2025Q3: 254,573 shares; 2025Q4: 235,241 shares 235,241 $899K 0.02% -19,332 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,169 shares; 2024Q4: 17,169 shares; 2025Q1: 9,700 shares; 2025Q2: 17,383 shares; 2025Q3: 17,580 shares; 2025Q4: 17,679 shares 17,679 $894K 0.02% +99 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,868 shares; 2024Q4: 3,868 shares; 2025Q1: not reported; 2025Q2: 4,350 shares; 2025Q3: 4,504 shares; 2025Q4: 4,836 shares 4,836 $892K 0.02% +332 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: 1,343 shares; 2024Q4: 1,474 shares; 2025Q1: not reported; 2025Q2: 2,020 shares; 2025Q3: 2,784 shares; 2025Q4: 3,438 shares 3,438 $887K 0.02% +654 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,587 shares; 2024Q4: 14,587 shares; 2025Q1: 14,587 shares; 2025Q2: 15,536 shares; 2025Q3: 14,587 shares; 2025Q4: 14,587 shares 14,587 $885K 0.02% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,328 shares 12,328 $880K 0.02% new 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: 3,636 shares; 2025Q4: 12,677 shares 12,677 $880K 0.02% +9,041 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 404 shares; 2025Q1: not reported; 2025Q2: 9,460 shares; 2025Q3: 9,558 shares; 2025Q4: 9,530 shares 9,530 $869K 0.02% -28 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: 14,714 shares 14,714 $863K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,113 shares; 2025Q3: 3,367 shares; 2025Q4: 8,675 shares 8,675 $862K 0.01% +5,308 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,586 shares; 2025Q3: 5,604 shares; 2025Q4: 10,836 shares 10,836 $857K 0.01% +5,232 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 10,227 shares; 2025Q1: 10,249 shares; 2025Q2: 11,496 shares; 2025Q3: 11,522 shares; 2025Q4: 11,544 shares 11,544 $856K 0.01% +22 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,590 shares; 2025Q2: 7,797 shares; 2025Q3: 7,717 shares; 2025Q4: 7,962 shares 7,962 $853K 0.01% +245 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,408 shares 10,408 $843K 0.01% new 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: 1,289 shares; 2024Q4: 1,208 shares; 2025Q1: not reported; 2025Q2: 1,642 shares; 2025Q3: 1,639 shares; 2025Q4: 1,640 shares 1,640 $838K 0.01% +1 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 13,937 shares 13,937 $828K 0.01% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,977 shares; 2025Q1: 6,338 shares; 2025Q2: 7,219 shares; 2025Q3: 7,287 shares; 2025Q4: 7,410 shares 7,410 $828K 0.01% +123 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,017 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,241 shares 18,241 $827K 0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 300 shares; 2025Q4: 615 shares 615 $818K 0.01% +315 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,924 shares; 2025Q2: 12,637 shares; 2025Q3: 12,756 shares; 2025Q4: 17,296 shares 17,296 $810K 0.01% +4,540 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,158 shares; 2025Q3: 10,720 shares; 2025Q4: 35,751 shares 35,751 $807K 0.01% +25,031 Timeline GPIX 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: 17,747 shares; 2024Q4: 16,919 shares; 2025Q1: 17,568 shares; 2025Q2: 17,646 shares; 2025Q3: 17,129 shares; 2025Q4: 15,199 shares 15,199 $802K 0.01% -1,930 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,651 shares 24,651 $796K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 7,685 shares; 2025Q2: 8,819 shares; 2025Q3: 8,610 shares; 2025Q4: 10,060 shares 10,060 $793K 0.01% +1,450 Timeline