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: 500,357 shares; 2024Q4: 508,549 shares; 2025Q1: 502,591 shares; 2025Q2: 499,060 shares; 2025Q3: 480,433 shares; 2025Q4: 462,989 shares 462,989 $86.3M 4.57% -17,444 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,034 shares; 2024Q4: 176,857 shares; 2025Q1: 184,969 shares; 2025Q2: 188,440 shares; 2025Q3: 171,508 shares; 2025Q4: 169,573 shares 169,573 $82M 4.34% -1,935 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: 212,614 shares; 2024Q4: 230,369 shares; 2025Q1: 229,510 shares; 2025Q2: 220,882 shares; 2025Q3: 219,114 shares; 2025Q4: 217,194 shares 217,194 $59M 3.12% -1,920 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: 221,922 shares; 2024Q4: 214,647 shares; 2025Q1: 196,950 shares; 2025Q2: 190,301 shares; 2025Q3: 184,115 shares; 2025Q4: 154,499 shares 154,499 $48.5M 2.56% -29,616 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: 150,181 shares; 2024Q4: 156,026 shares; 2025Q1: 174,524 shares; 2025Q2: 186,360 shares; 2025Q3: 193,772 shares; 2025Q4: 202,597 shares 202,597 $46.8M 2.47% +8,825 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: 62,019 shares; 2024Q4: 64,633 shares; 2025Q1: 65,354 shares; 2025Q2: 65,099 shares; 2025Q3: 65,001 shares; 2025Q4: 63,940 shares 63,940 $43.8M 2.32% -1,061 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,761 shares; 2024Q4: 124,761 shares; 2025Q1: 124,725 shares; 2025Q2: 124,725 shares; 2025Q3: 124,725 shares; 2025Q4: 124,725 shares 124,725 $42.8M 2.26% 0 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: 61,675 shares; 2024Q4: 51,495 shares; 2025Q1: 46,883 shares; 2025Q2: 54,537 shares; 2025Q3: 54,340 shares; 2025Q4: 54,297 shares 54,297 $37M 1.96% -43 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: 42,040 shares; 2024Q4: 49,602 shares; 2025Q1: 48,701 shares; 2025Q2: 47,941 shares; 2025Q3: 35,853 shares; 2025Q4: 31,833 shares 31,833 $34.2M 1.81% -4,020 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: 126,980 shares; 2024Q4: 127,917 shares; 2025Q1: 129,440 shares; 2025Q2: 128,053 shares; 2025Q3: 103,204 shares; 2025Q4: 98,773 shares 98,773 $31.8M 1.68% -4,431 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: 110,926 shares; 2024Q4: 113,833 shares; 2025Q1: 120,771 shares; 2025Q2: 108,647 shares; 2025Q3: 108,297 shares; 2025Q4: 90,342 shares 90,342 $28.3M 1.5% -17,955 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060,040 shares; 2025Q3: 1,060,040 shares; 2025Q4: 1,055,040 shares 1,055,040 $27.6M 1.46% -5,000 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739,084 shares; 2024Q4: 569,439 shares; 2025Q1: 479,457 shares; 2025Q2: 479,352 shares; 2025Q3: 322,010 shares; 2025Q4: 220,061 shares 220,061 $24.1M 1.27% -101,949 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: 61,766 shares; 2024Q4: 64,417 shares; 2025Q1: 65,880 shares; 2025Q2: 64,294 shares; 2025Q3: 64,942 shares; 2025Q4: 65,315 shares 65,315 $22.9M 1.21% +373 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: 56,469 shares; 2024Q4: 59,179 shares; 2025Q1: 62,739 shares; 2025Q2: 62,675 shares; 2025Q3: 65,183 shares; 2025Q4: 66,149 shares 66,149 $22.2M 1.17% +966 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: 49,620 shares; 2024Q4: 50,067 shares; 2025Q1: 50,341 shares; 2025Q2: 50,341 shares; 2025Q3: 49,159 shares; 2025Q4: 46,577 shares 46,577 $22M 1.17% -2,582 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: 107,496 shares; 2024Q4: 100,138 shares; 2025Q1: 99,590 shares; 2025Q2: 99,987 shares; 2025Q3: 97,190 shares; 2025Q4: 95,436 shares 95,436 $19.8M 1.04% -1,754 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: 27,935 shares; 2024Q4: 26,566 shares; 2025Q1: 28,506 shares; 2025Q2: 28,444 shares; 2025Q3: 29,319 shares; 2025Q4: 29,148 shares 29,148 $18.3M 0.97% -171 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: 17,248 shares; 2024Q4: 18,168 shares; 2025Q1: 18,174 shares; 2025Q2: 21,183 shares; 2025Q3: 22,861 shares; 2025Q4: 26,827 shares 26,827 $17.7M 0.94% +3,966 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,987 shares; 2024Q4: 213,387 shares; 2025Q1: 211,899 shares; 2025Q2: 210,219 shares; 2025Q3: 212,074 shares; 2025Q4: 210,733 shares 210,733 $17.3M 0.91% -1,341 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: 50,814 shares; 2024Q4: 49,665 shares; 2025Q1: 48,203 shares; 2025Q2: 47,407 shares; 2025Q3: 46,614 shares; 2025Q4: 46,790 shares 46,790 $16.1M 0.85% +176 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: 22,347 shares; 2024Q4: 21,802 shares; 2025Q1: 21,784 shares; 2025Q2: 21,571 shares; 2025Q3: 20,965 shares; 2025Q4: 20,853 shares 20,853 $15.7M 0.83% -112 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,506 shares; 2024Q4: 183,121 shares; 2025Q1: 182,749 shares; 2025Q2: 185,099 shares; 2025Q3: 188,372 shares; 2025Q4: 189,410 shares 189,410 $15.2M 0.8% +1,038 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: 57,354 shares; 2024Q4: 55,152 shares; 2025Q1: 53,133 shares; 2025Q2: 53,195 shares; 2025Q3: 53,192 shares; 2025Q4: 52,443 shares 52,443 $13.8M 0.73% -749 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: 44,985 shares; 2024Q4: 45,126 shares; 2025Q1: 45,632 shares; 2025Q2: 46,539 shares; 2025Q3: 49,433 shares; 2025Q4: 41,636 shares 41,636 $13.7M 0.73% -7,797 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: 35,137 shares; 2024Q4: 35,105 shares; 2025Q1: 36,684 shares; 2025Q2: 37,527 shares; 2025Q3: 37,811 shares; 2025Q4: 37,718 shares 37,718 $13.1M 0.69% -93 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: 137,565 shares; 2024Q4: 129,555 shares; 2025Q1: 137,685 shares; 2025Q2: 137,208 shares; 2025Q3: 137,663 shares; 2025Q4: 136,746 shares 136,746 $12.7M 0.67% -917 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,825 shares; 2024Q4: 90,483 shares; 2025Q1: 90,483 shares; 2025Q2: 89,595 shares; 2025Q3: 89,595 shares; 2025Q4: 89,595 shares 89,595 $12.7M 0.67% 0 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: 176,796 shares; 2024Q4: 170,131 shares; 2025Q1: 167,784 shares; 2025Q2: 333,823 shares; 2025Q3: 322,166 shares; 2025Q4: 314,811 shares 314,811 $12.6M 0.67% -7,355 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: 18,910 shares; 2024Q4: 19,776 shares; 2025Q1: 19,443 shares; 2025Q2: 18,759 shares; 2025Q3: 23,995 shares; 2025Q4: 24,586 shares 24,586 $12.4M 0.65% +591 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: 130,609 shares; 2024Q4: 128,938 shares; 2025Q1: 123,916 shares; 2025Q2: 119,682 shares; 2025Q3: 109,691 shares; 2025Q4: 97,093 shares 97,093 $12.2M 0.64% -12,598 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: 121,075 shares; 2024Q4: 127,564 shares; 2025Q1: 127,842 shares; 2025Q2: 123,929 shares; 2025Q3: 77,131 shares; 2025Q4: 69,776 shares 69,776 $11.9M 0.63% -7,355 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: 89,193 shares; 2024Q4: 185,913 shares; 2025Q1: 187,535 shares; 2025Q2: 196,989 shares; 2025Q3: 194,080 shares; 2025Q4: 184,652 shares 184,652 $11.5M 0.61% -9,428 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,929 shares; 2024Q4: 49,932 shares; 2025Q1: 53,540 shares; 2025Q2: 54,124 shares; 2025Q3: 54,174 shares; 2025Q4: 54,672 shares 54,672 $10.9M 0.57% +498 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: 91,803 shares; 2024Q4: 171,930 shares; 2025Q1: 158,481 shares; 2025Q2: 157,041 shares; 2025Q3: 150,603 shares; 2025Q4: 157,577 shares 157,577 $10.6M 0.56% +6,974 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,266 shares; 2024Q4: 131,082 shares; 2025Q1: 131,076 shares; 2025Q2: 131,105 shares; 2025Q3: 131,125 shares; 2025Q4: 130,447 shares 130,447 $10.3M 0.55% -678 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: 18,374 shares; 2024Q4: 20,801 shares; 2025Q1: 20,249 shares; 2025Q2: 20,523 shares; 2025Q3: 20,623 shares; 2025Q4: 22,432 shares 22,432 $10.1M 0.53% +1,809 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,088 shares; 2024Q4: 167,653 shares; 2025Q1: 158,317 shares; 2025Q2: 159,242 shares; 2025Q3: 155,247 shares; 2025Q4: 155,054 shares 155,054 $10.1M 0.53% -193 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: 22,278 shares; 2024Q4: 49,614 shares; 2025Q1: 49,283 shares; 2025Q2: 50,113 shares; 2025Q3: 50,099 shares; 2025Q4: 52,441 shares 52,441 $10M 0.53% +2,342 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: 151,616 shares; 2024Q4: 148,719 shares; 2025Q1: 155,434 shares; 2025Q2: 155,782 shares; 2025Q3: 156,566 shares; 2025Q4: 126,662 shares 126,662 $9.97M 0.53% -29,904 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,570 shares; 2024Q4: 37,281 shares; 2025Q1: 39,486 shares; 2025Q2: 39,760 shares; 2025Q3: 40,197 shares; 2025Q4: 39,083 shares 39,083 $9.88M 0.52% -1,114 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: 25,121 shares; 2024Q4: 24,870 shares; 2025Q1: 24,853 shares; 2025Q2: 25,101 shares; 2025Q3: 25,141 shares; 2025Q4: 24,474 shares 24,474 $9.52M 0.5% -667 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: 51,367 shares; 2024Q4: 48,424 shares; 2025Q1: 45,646 shares; 2025Q2: 44,068 shares; 2025Q3: 29,700 shares; 2025Q4: 24,786 shares 24,786 $9.17M 0.48% -4,914 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,836 shares; 2024Q4: 18,364 shares; 2025Q1: 17,784 shares; 2025Q2: 17,813 shares; 2025Q3: 17,686 shares; 2025Q4: 23,642 shares 23,642 $9.06M 0.48% +5,956 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: 74,124 shares; 2024Q4: 67,155 shares; 2025Q1: 60,569 shares; 2025Q2: 57,048 shares; 2025Q3: 54,789 shares; 2025Q4: 45,746 shares 45,746 $8.92M 0.47% -9,043 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,731 shares; 2024Q4: 87,618 shares; 2025Q1: 87,026 shares; 2025Q2: 90,377 shares; 2025Q3: 88,489 shares; 2025Q4: 84,605 shares 84,605 $8.63M 0.46% -3,884 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,452 shares; 2024Q4: 8,127 shares; 2025Q1: 17,465 shares; 2025Q2: 28,333 shares; 2025Q3: 28,847 shares; 2025Q4: 28,342 shares 28,342 $8.61M 0.46% -505 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: 149,577 shares; 2024Q4: 147,622 shares; 2025Q1: 146,557 shares; 2025Q2: 150,891 shares; 2025Q3: 151,627 shares; 2025Q4: 135,325 shares 135,325 $7.96M 0.42% -16,302 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: 63,499 shares; 2024Q4: 71,824 shares; 2025Q1: 71,820 shares; 2025Q2: 65,532 shares; 2025Q3: 64,478 shares; 2025Q4: 64,396 shares 64,396 $7.74M 0.41% -82 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: 46,061 shares; 2024Q4: 46,061 shares; 2025Q1: 54,615 shares; 2025Q2: 54,615 shares; 2025Q3: 53,615 shares; 2025Q4: 53,540 shares 53,540 $7.68M 0.41% -75 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,222 shares; 2024Q4: 43,660 shares; 2025Q1: 45,941 shares; 2025Q2: 47,099 shares; 2025Q3: 46,873 shares; 2025Q4: 46,031 shares 46,031 $7.4M 0.39% -842 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,310 shares; 2024Q4: 22,266 shares; 2025Q1: 22,091 shares; 2025Q2: 22,187 shares; 2025Q3: 22,026 shares; 2025Q4: 22,417 shares 22,417 $7.26M 0.38% +391 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,520 shares; 2024Q4: 589,580 shares; 2025Q1: 589,580 shares; 2025Q2: 589,580 shares; 2025Q3: 589,580 shares; 2025Q4: 589,520 shares 589,520 $7.22M 0.38% -60 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: 173,016 shares; 2024Q4: 186,133 shares; 2025Q1: 185,453 shares; 2025Q2: 175,546 shares; 2025Q3: 174,261 shares; 2025Q4: 176,110 shares 176,110 $7.17M 0.38% +1,849 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: 50,305 shares; 2024Q4: 50,305 shares; 2025Q1: 50,305 shares; 2025Q2: 50,305 shares; 2025Q3: 50,305 shares; 2025Q4: 50,305 shares 50,305 $7.1M 0.38% 0 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: 124,274 shares; 2024Q4: 121,657 shares; 2025Q1: 116,782 shares; 2025Q2: 118,644 shares; 2025Q3: 118,299 shares; 2025Q4: 105,094 shares 105,094 $7.06M 0.37% -13,205 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,292 shares; 2024Q4: 97,133 shares; 2025Q1: 94,137 shares; 2025Q2: 94,137 shares; 2025Q3: 94,137 shares; 2025Q4: 97,745 shares 97,745 $6.98M 0.37% +3,608 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: 19,521 shares; 2024Q4: 30,992 shares; 2025Q1: 29,937 shares; 2025Q2: 28,799 shares; 2025Q3: 28,478 shares; 2025Q4: 28,286 shares 28,286 $6.96M 0.37% -192 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,737 shares; 2024Q4: 124,989 shares; 2025Q1: 123,645 shares; 2025Q2: 141,150 shares; 2025Q3: 138,501 shares; 2025Q4: 129,185 shares 129,185 $6.94M 0.37% -9,316 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: 2,883 shares; 2024Q4: 10,070 shares; 2025Q1: 29,052 shares; 2025Q2: 40,781 shares; 2025Q3: 60,333 shares; 2025Q4: 65,817 shares 65,817 $6.94M 0.37% +5,484 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: 129,204 shares; 2024Q4: 141,765 shares; 2025Q1: 124,603 shares; 2025Q2: 124,004 shares; 2025Q3: 126,014 shares; 2025Q4: 125,588 shares 125,588 $6.88M 0.36% -426 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: 52,584 shares; 2024Q4: 55,592 shares; 2025Q1: 56,203 shares; 2025Q2: 48,564 shares; 2025Q3: 47,312 shares; 2025Q4: 47,724 shares 47,724 $6.84M 0.36% +412 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,363 shares; 2024Q4: 21,363 shares; 2025Q1: 21,363 shares; 2025Q2: 21,363 shares; 2025Q3: 21,363 shares; 2025Q4: 21,672 shares 21,672 $6.82M 0.36% +309 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: 147,247 shares; 2024Q4: 151,399 shares; 2025Q1: 135,096 shares; 2025Q2: 107,382 shares; 2025Q3: 105,056 shares; 2025Q4: 101,559 shares 101,559 $6.7M 0.35% -3,497 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: 518,710 shares; 2024Q4: 515,297 shares; 2025Q1: 500,914 shares; 2025Q2: 429,374 shares; 2025Q3: 101,308 shares; 2025Q4: 122,765 shares 122,765 $6.55M 0.35% +21,457 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: 85,514 shares; 2024Q4: 85,244 shares; 2025Q1: 85,282 shares; 2025Q2: 85,372 shares; 2025Q3: 85,433 shares; 2025Q4: 85,663 shares 85,663 $6.46M 0.34% +230 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: 35,425 shares; 2024Q4: 35,607 shares; 2025Q1: 36,006 shares; 2025Q2: 32,595 shares; 2025Q3: 32,685 shares; 2025Q4: 27,939 shares 27,939 $6.38M 0.34% -4,746 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: 67,959 shares; 2024Q4: 75,233 shares; 2025Q1: 76,204 shares; 2025Q2: 71,413 shares; 2025Q3: 68,442 shares; 2025Q4: 69,628 shares 69,628 $6.23M 0.33% +1,186 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: 17,521 shares; 2024Q4: 52,599 shares; 2025Q1: 51,526 shares; 2025Q2: 61,471 shares; 2025Q3: 61,471 shares; 2025Q4: 62,743 shares 62,743 $6.04M 0.32% +1,272 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: 18,360 shares; 2024Q4: 18,250 shares; 2025Q1: 18,065 shares; 2025Q2: 17,456 shares; 2025Q3: 21,489 shares; 2025Q4: 22,797 shares 22,797 $6.04M 0.32% +1,308 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,482 shares 62,482 $6.01M 0.32% new 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: 70,294 shares; 2024Q4: 71,201 shares; 2025Q1: 70,887 shares; 2025Q2: 67,656 shares; 2025Q3: 62,841 shares; 2025Q4: 51,923 shares 51,923 $5.91M 0.31% -10,918 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: 8,110 shares; 2024Q4: 16,530 shares; 2025Q1: 18,380 shares; 2025Q2: 25,232 shares; 2025Q3: 27,426 shares; 2025Q4: 31,934 shares 31,934 $5.88M 0.31% +4,508 Timeline TLT 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: 4,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,966 shares 66,966 $5.84M 0.31% new 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: 9,381 shares; 2024Q4: 9,884 shares; 2025Q1: 9,432 shares; 2025Q2: 9,099 shares; 2025Q3: 9,047 shares; 2025Q4: 6,687 shares 6,687 $5.77M 0.3% -2,360 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: 49,837 shares; 2024Q4: 51,517 shares; 2025Q1: 51,456 shares; 2025Q2: 49,341 shares; 2025Q3: 49,260 shares; 2025Q4: 51,126 shares 51,126 $5.7M 0.3% +1,866 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: 26,484 shares; 2024Q4: 24,931 shares; 2025Q1: 23,917 shares; 2025Q2: 23,444 shares; 2025Q3: 23,510 shares; 2025Q4: 24,833 shares 24,833 $5.32M 0.28% +1,323 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: 9,510 shares; 2024Q4: 9,494 shares; 2025Q1: 9,845 shares; 2025Q2: 9,096 shares; 2025Q3: 8,646 shares; 2025Q4: 8,991 shares 8,991 $5.13M 0.27% +345 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: 26,039 shares; 2024Q4: 27,822 shares; 2025Q1: 25,437 shares; 2025Q2: 25,437 shares; 2025Q3: 23,927 shares; 2025Q4: 24,165 shares 24,165 $5.08M 0.27% +238 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: 64,537 shares; 2024Q4: 66,920 shares; 2025Q1: 66,687 shares; 2025Q2: 66,449 shares; 2025Q3: 64,854 shares; 2025Q4: 65,863 shares 65,863 $5.07M 0.27% +1,009 Timeline GSEW 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: 54,174 shares; 2024Q4: 54,174 shares; 2025Q1: 54,044 shares; 2025Q2: 53,473 shares; 2025Q3: 53,473 shares; 2025Q4: 58,995 shares 58,995 $5.02M 0.27% +5,522 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: 16,044 shares; 2024Q4: 16,340 shares; 2025Q1: 16,064 shares; 2025Q2: 15,397 shares; 2025Q3: 15,551 shares; 2025Q4: 16,237 shares 16,237 $4.96M 0.26% +686 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: 56,629 shares; 2024Q4: 54,081 shares; 2025Q1: 40,860 shares; 2025Q2: 40,860 shares; 2025Q3: 40,228 shares; 2025Q4: 40,228 shares 40,228 $4.96M 0.26% 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: 26,037 shares; 2024Q4: 25,352 shares; 2025Q1: 24,903 shares; 2025Q2: 25,093 shares; 2025Q3: 25,463 shares; 2025Q4: 25,234 shares 25,234 $4.92M 0.26% -229 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,298 shares; 2024Q4: 79,267 shares; 2025Q1: 82,124 shares; 2025Q2: 90,138 shares; 2025Q3: 90,130 shares; 2025Q4: 82,600 shares 82,600 $4.91M 0.26% -7,530 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: 85,677 shares; 2024Q4: 87,646 shares; 2025Q1: 85,830 shares; 2025Q2: 87,909 shares; 2025Q3: 88,058 shares; 2025Q4: 89,227 shares 89,227 $4.91M 0.26% +1,169 Timeline EFG 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: 42,199 shares; 2024Q4: 43,250 shares; 2025Q1: 42,199 shares; 2025Q2: 42,199 shares; 2025Q3: 42,199 shares; 2025Q4: 42,199 shares 42,199 $4.81M 0.25% 0 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: 102,953 shares; 2024Q4: 102,313 shares; 2025Q1: 90,201 shares; 2025Q2: 55,477 shares; 2025Q3: 48,806 shares; 2025Q4: 47,103 shares 47,103 $4.71M 0.25% -1,703 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,027 shares; 2025Q1: 6,027 shares; 2025Q2: 6,027 shares; 2025Q3: 6,470 shares; 2025Q4: 18,540 shares 18,540 $4.69M 0.25% +12,070 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,131 shares; 2024Q4: 245,553 shares; 2025Q1: 246,067 shares; 2025Q2: 243,379 shares; 2025Q3: 238,950 shares; 2025Q4: 191,314 shares 191,314 $4.53M 0.24% -47,636 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: 23,086 shares; 2024Q4: 23,094 shares; 2025Q1: 22,388 shares; 2025Q2: 21,442 shares; 2025Q3: 20,658 shares; 2025Q4: 17,404 shares 17,404 $4.48M 0.24% -3,254 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: 50,376 shares; 2024Q4: 47,042 shares; 2025Q1: 35,816 shares; 2025Q2: 43,539 shares; 2025Q3: 43,342 shares; 2025Q4: 45,549 shares 45,549 $4.37M 0.23% +2,207 Timeline BBEU 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: 86,280 shares; 2024Q4: 33,237 shares; 2025Q1: 35,243 shares; 2025Q2: 45,246 shares; 2025Q3: 51,548 shares; 2025Q4: 57,544 shares 57,544 $4.22M 0.22% +5,996 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: not reported; 2024Q4: 56,952 shares; 2025Q1: 56,952 shares; 2025Q2: 56,952 shares; 2025Q3: 57,283 shares; 2025Q4: 57,283 shares 57,283 $4.21M 0.22% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,947 shares; 2024Q4: 25,247 shares; 2025Q1: 28,472 shares; 2025Q2: 28,321 shares; 2025Q3: 27,551 shares; 2025Q4: 27,077 shares 27,077 $4.19M 0.22% -474 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: 29,431 shares; 2024Q4: 27,275 shares; 2025Q1: 25,813 shares; 2025Q2: 24,126 shares; 2025Q3: 23,981 shares; 2025Q4: 24,018 shares 24,018 $4.19M 0.22% +37 Timeline BBCA 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: 62,152 shares; 2024Q4: 49,076 shares; 2025Q1: 43,572 shares; 2025Q2: 43,448 shares; 2025Q3: 45,014 shares; 2025Q4: 45,014 shares 45,014 $4.19M 0.22% 0 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: 7,587 shares; 2024Q4: 7,453 shares; 2025Q1: 7,539 shares; 2025Q2: 7,124 shares; 2025Q3: 7,206 shares; 2025Q4: 7,273 shares 7,273 $4.17M 0.22% +67 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: 36,207 shares; 2024Q4: 35,681 shares; 2025Q1: 39,708 shares; 2025Q2: 39,403 shares; 2025Q3: 39,853 shares; 2025Q4: 22,519 shares 22,519 $4.13M 0.22% -17,334 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: 29,293 shares; 2024Q4: 27,052 shares; 2025Q1: 26,895 shares; 2025Q2: 21,430 shares; 2025Q3: 21,194 shares; 2025Q4: 21,444 shares 21,444 $4.1M 0.22% +250 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,552 shares; 2024Q4: 55,825 shares; 2025Q1: 53,469 shares; 2025Q2: 52,844 shares; 2025Q3: 53,451 shares; 2025Q4: 48,097 shares 48,097 $4.05M 0.21% -5,354 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: 25,652 shares; 2025Q2: 26,677 shares; 2025Q3: 26,677 shares; 2025Q4: 26,677 shares 26,677 $3.97M 0.21% 0 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: 4,007 shares; 2024Q4: 4,272 shares; 2025Q1: 4,602 shares; 2025Q2: 4,294 shares; 2025Q3: 4,306 shares; 2025Q4: 41,801 shares 41,801 $3.92M 0.21% +37,495 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: 60,676 shares; 2024Q4: 61,227 shares; 2025Q1: 57,929 shares; 2025Q2: 56,116 shares; 2025Q3: 39,729 shares; 2025Q4: 36,924 shares 36,924 $3.89M 0.21% -2,805 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,558 shares; 2024Q4: 10,433 shares; 2025Q1: 10,054 shares; 2025Q2: 8,687 shares; 2025Q3: 8,653 shares; 2025Q4: 8,628 shares 8,628 $3.84M 0.2% -25 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 7,761 shares; 2025Q1: 7,319 shares; 2025Q2: 6,972 shares; 2025Q3: 8,307 shares; 2025Q4: 51,685 shares 51,685 $3.83M 0.2% +43,378 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: 25,907 shares; 2024Q4: 25,907 shares; 2025Q1: 19,371 shares; 2025Q2: 19,179 shares; 2025Q3: 17,968 shares; 2025Q4: 17,968 shares 17,968 $3.81M 0.2% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 78,557 shares; 2025Q1: 80,086 shares; 2025Q2: 81,828 shares; 2025Q3: 81,813 shares; 2025Q4: 82,464 shares 82,464 $3.75M 0.2% +651 Timeline VLUE 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: 30,175 shares; 2024Q4: 28,675 shares; 2025Q1: 28,175 shares; 2025Q2: 28,175 shares; 2025Q3: 27,175 shares; 2025Q4: 27,175 shares 27,175 $3.72M 0.2% 0 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: 22,606 shares; 2024Q4: 28,532 shares; 2025Q1: 32,543 shares; 2025Q2: 31,686 shares; 2025Q3: 29,494 shares; 2025Q4: 30,875 shares 30,875 $3.72M 0.2% +1,381 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,253 shares; 2024Q4: 13,274 shares; 2025Q1: 16,179 shares; 2025Q2: 14,822 shares; 2025Q3: 15,481 shares; 2025Q4: 30,962 shares 30,962 $3.7M 0.2% +15,481 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,000 shares; 2024Q4: 147,750 shares; 2025Q1: 147,750 shares; 2025Q2: 147,750 shares; 2025Q3: 157,905 shares; 2025Q4: 160,426 shares 160,426 $3.69M 0.2% +2,521 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,760 shares; 2024Q4: 55,975 shares; 2025Q1: 56,470 shares; 2025Q2: 57,212 shares; 2025Q3: 57,012 shares; 2025Q4: 49,762 shares 49,762 $3.67M 0.19% -7,250 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,975 shares; 2024Q4: 150,251 shares; 2025Q1: 152,213 shares; 2025Q2: 135,378 shares; 2025Q3: 67,768 shares; 2025Q4: 72,233 shares 72,233 $3.63M 0.19% +4,465 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: 37,017 shares; 2024Q4: 34,617 shares; 2025Q1: 35,250 shares; 2025Q2: 34,159 shares; 2025Q3: 25,289 shares; 2025Q4: 25,217 shares 25,217 $3.62M 0.19% -72 Timeline IEUR 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: 67,701 shares; 2024Q4: 47,355 shares; 2025Q1: 39,768 shares; 2025Q2: 49,397 shares; 2025Q3: 50,543 shares; 2025Q4: 50,543 shares 50,543 $3.59M 0.19% 0 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: 71,833 shares; 2024Q4: 71,288 shares; 2025Q1: 63,755 shares; 2025Q2: 59,003 shares; 2025Q3: 48,881 shares; 2025Q4: 40,111 shares 40,111 $3.56M 0.19% -8,770 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,502 shares; 2024Q4: 29,002 shares; 2025Q1: 33,002 shares; 2025Q2: 37,002 shares; 2025Q3: 37,002 shares; 2025Q4: 37,002 shares 37,002 $3.52M 0.19% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,368 shares; 2024Q4: 19,298 shares; 2025Q1: 21,870 shares; 2025Q2: 21,247 shares; 2025Q3: 22,650 shares; 2025Q4: 22,899 shares 22,899 $3.49M 0.18% +249 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: 26,857 shares; 2024Q4: 25,862 shares; 2025Q1: 23,805 shares; 2025Q2: 24,144 shares; 2025Q3: 23,525 shares; 2025Q4: 20,100 shares 20,100 $3.49M 0.18% -3,425 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: 3,324 shares; 2024Q4: 3,623 shares; 2025Q1: 3,518 shares; 2025Q2: 3,283 shares; 2025Q3: 3,133 shares; 2025Q4: 3,155 shares 3,155 $3.38M 0.18% +22 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: 18,805 shares; 2024Q4: 19,132 shares; 2025Q1: 20,023 shares; 2025Q2: 20,098 shares; 2025Q3: 10,272 shares; 2025Q4: 10,309 shares 10,309 $3.37M 0.18% +37 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,816 shares; 2024Q4: 61,342 shares; 2025Q1: 58,430 shares; 2025Q2: 54,220 shares; 2025Q3: 42,565 shares; 2025Q4: 37,816 shares 37,816 $3.34M 0.18% -4,749 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,100 shares; 2024Q4: 91,573 shares; 2025Q1: 51,286 shares; 2025Q2: 35,086 shares; 2025Q3: 33,859 shares; 2025Q4: 33,089 shares 33,089 $3.18M 0.17% -770 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: 20,049 shares; 2024Q4: 16,266 shares; 2025Q1: 16,117 shares; 2025Q2: 29,168 shares; 2025Q3: 28,823 shares; 2025Q4: 29,514 shares 29,514 $3.16M 0.17% +691 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: 10,115 shares; 2024Q4: 8,944 shares; 2025Q1: 8,663 shares; 2025Q2: 6,277 shares; 2025Q3: 6,168 shares; 2025Q4: 6,355 shares 6,355 $3.1M 0.16% +187 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: 10,187 shares; 2024Q4: 22,888 shares; 2025Q1: 22,186 shares; 2025Q2: 9,600 shares; 2025Q3: 9,647 shares; 2025Q4: 10,815 shares 10,815 $3.09M 0.16% +1,168 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: 15,439 shares; 2024Q4: 15,897 shares; 2025Q1: 14,503 shares; 2025Q2: 14,146 shares; 2025Q3: 13,860 shares; 2025Q4: 13,697 shares 13,697 $3.01M 0.16% -163 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: 29,991 shares; 2024Q4: 32,783 shares; 2025Q1: 39,896 shares; 2025Q2: 43,121 shares; 2025Q3: 41,778 shares; 2025Q4: 42,019 shares 42,019 $2.94M 0.16% +241 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: 41,624 shares; 2024Q4: 41,675 shares; 2025Q1: 42,287 shares; 2025Q2: 41,606 shares; 2025Q3: 9,370 shares; 2025Q4: 9,872 shares 9,872 $2.92M 0.15% +502 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: 4,730 shares; 2024Q4: 4,931 shares; 2025Q1: 4,701 shares; 2025Q2: 4,448 shares; 2025Q3: 4,454 shares; 2025Q4: 5,163 shares 5,163 $2.92M 0.15% +709 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,602 shares; 2025Q1: 5,162 shares; 2025Q2: 4,491 shares; 2025Q3: 4,699 shares; 2025Q4: 4,993 shares 4,993 $2.89M 0.15% +294 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: 31,839 shares; 2024Q4: 54,348 shares; 2025Q1: 54,846 shares; 2025Q2: 52,692 shares; 2025Q3: 52,573 shares; 2025Q4: 34,942 shares 34,942 $2.81M 0.15% -17,631 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: 6,571 shares; 2024Q4: 6,737 shares; 2025Q1: 6,663 shares; 2025Q2: 6,663 shares; 2025Q3: 6,663 shares; 2025Q4: 7,271 shares 7,271 $2.72M 0.14% +608 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: 15,465 shares; 2024Q4: 14,395 shares; 2025Q1: 14,395 shares; 2025Q2: 13,698 shares; 2025Q3: 11,918 shares; 2025Q4: 26,976 shares 26,976 $2.71M 0.14% +15,058 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: 17,141 shares; 2024Q4: 14,706 shares; 2025Q1: 15,144 shares; 2025Q2: 15,156 shares; 2025Q3: 14,750 shares; 2025Q4: 15,030 shares 15,030 $2.67M 0.14% +280 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,000 shares; 2025Q1: 49,000 shares; 2025Q2: 53,826 shares; 2025Q3: 53,826 shares; 2025Q4: 53,826 shares 53,826 $2.66M 0.14% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,240 shares; 2024Q4: 8,240 shares; 2025Q1: 8,240 shares; 2025Q2: 8,240 shares; 2025Q3: 8,240 shares; 2025Q4: 8,240 shares 8,240 $2.66M 0.14% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,494 shares; 2024Q4: 16,787 shares; 2025Q1: 19,112 shares; 2025Q2: 19,807 shares; 2025Q3: 21,987 shares; 2025Q4: 27,945 shares 27,945 $2.66M 0.14% +5,958 Timeline VUSB 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: 24,212 shares; 2024Q4: 24,212 shares; 2025Q1: 24,212 shares; 2025Q2: 24,212 shares; 2025Q3: 24,212 shares; 2025Q4: 53,312 shares 53,312 $2.66M 0.14% +29,100 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,874 shares; 2024Q4: 13,687 shares; 2025Q1: 12,499 shares; 2025Q2: 13,356 shares; 2025Q3: 13,356 shares; 2025Q4: 13,356 shares 13,356 $2.59M 0.14% 0 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: 18,742 shares; 2024Q4: 19,274 shares; 2025Q1: 19,767 shares; 2025Q2: 19,241 shares; 2025Q3: 19,220 shares; 2025Q4: 19,316 shares 19,316 $2.56M 0.14% +96 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: 8,022 shares; 2024Q4: 8,263 shares; 2025Q1: 8,319 shares; 2025Q2: 7,276 shares; 2025Q3: 7,312 shares; 2025Q4: 7,159 shares 7,159 $2.51M 0.13% -153 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: 2,376 shares; 2025Q1: 2,316 shares; 2025Q2: 2,267 shares; 2025Q3: 2,328 shares; 2025Q4: 2,311 shares 2,311 $2.47M 0.13% -17 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,283 shares; 2024Q4: 13,283 shares; 2025Q1: 13,283 shares; 2025Q2: 13,283 shares; 2025Q3: 13,283 shares; 2025Q4: 13,283 shares 13,283 $2.41M 0.13% 0 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: 14,316 shares; 2024Q4: 20,685 shares; 2025Q1: 20,839 shares; 2025Q2: 20,709 shares; 2025Q3: 20,123 shares; 2025Q4: 15,012 shares 15,012 $2.4M 0.13% -5,111 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,787 shares; 2024Q4: 27,170 shares; 2025Q1: 27,239 shares; 2025Q2: 27,919 shares; 2025Q3: 27,841 shares; 2025Q4: 27,697 shares 27,697 $2.39M 0.13% -144 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,313 shares; 2024Q4: 5,100 shares; 2025Q1: 7,411 shares; 2025Q2: 22,018 shares; 2025Q3: 22,268 shares; 2025Q4: 18,847 shares 18,847 $2.37M 0.13% -3,421 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,420 shares; 2024Q4: 21,420 shares; 2025Q1: 28,330 shares; 2025Q2: 28,330 shares; 2025Q3: 28,330 shares; 2025Q4: 28,330 shares 28,330 $2.34M 0.12% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,411 shares; 2025Q1: 10,602 shares; 2025Q2: 10,613 shares; 2025Q3: 11,503 shares; 2025Q4: 12,946 shares 12,946 $2.3M 0.12% +1,443 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: 6,276 shares; 2024Q4: 6,276 shares; 2025Q1: 6,676 shares; 2025Q2: 5,907 shares; 2025Q3: 5,907 shares; 2025Q4: 5,907 shares 5,907 $2.29M 0.12% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,423 shares; 2024Q4: 11,162 shares; 2025Q1: 10,179 shares; 2025Q2: 8,894 shares; 2025Q3: 8,894 shares; 2025Q4: 8,847 shares 8,847 $2.28M 0.12% -47 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: 10,261 shares; 2024Q4: 10,876 shares; 2025Q1: 10,175 shares; 2025Q2: 9,310 shares; 2025Q3: 9,358 shares; 2025Q4: 9,928 shares 9,928 $2.27M 0.12% +570 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: 16,302 shares; 2024Q4: 16,138 shares; 2025Q1: 16,048 shares; 2025Q2: 15,185 shares; 2025Q3: 15,191 shares; 2025Q4: 16,336 shares 16,336 $2.25M 0.12% +1,145 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,751 shares; 2024Q4: 9,992 shares; 2025Q1: 9,255 shares; 2025Q2: 8,925 shares; 2025Q3: 8,921 shares; 2025Q4: 9,162 shares 9,162 $2.23M 0.12% +241 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,252 shares; 2025Q1: 2,888 shares; 2025Q2: 2,846 shares; 2025Q3: 2,845 shares; 2025Q4: 14,480 shares 14,480 $2.22M 0.12% +11,635 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,589 shares; 2025Q4: 46,589 shares 46,589 $2.21M 0.12% 0 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: 2,951 shares; 2024Q4: 2,927 shares; 2025Q1: 3,077 shares; 2025Q2: 3,158 shares; 2025Q3: 3,235 shares; 2025Q4: 2,501 shares 2,501 $2.2M 0.12% -734 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,933 shares; 2025Q1: 32,933 shares; 2025Q2: 32,933 shares; 2025Q3: 32,933 shares; 2025Q4: 36,227 shares 36,227 $2.19M 0.12% +3,294 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: 6,545 shares; 2024Q4: 6,089 shares; 2025Q1: 7,068 shares; 2025Q2: 6,825 shares; 2025Q3: 6,840 shares; 2025Q4: 6,733 shares 6,733 $2.14M 0.11% -107 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,564 shares; 2024Q4: 21,766 shares; 2025Q1: 13,803 shares; 2025Q2: 13,769 shares; 2025Q3: 13,769 shares; 2025Q4: 13,769 shares 13,769 $2.14M 0.11% 0 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: 10,649 shares; 2024Q4: 10,073 shares; 2025Q1: 10,021 shares; 2025Q2: 9,664 shares; 2025Q3: 9,713 shares; 2025Q4: 9,190 shares 9,190 $2.13M 0.11% -523 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: 6,520 shares; 2024Q4: 7,230 shares; 2025Q1: 7,205 shares; 2025Q2: 7,929 shares; 2025Q3: 7,975 shares; 2025Q4: 8,216 shares 8,216 $2.11M 0.11% +241 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: 9,054 shares; 2024Q4: 10,689 shares; 2025Q1: 11,305 shares; 2025Q2: 12,737 shares; 2025Q3: 12,385 shares; 2025Q4: 12,974 shares 12,974 $2.08M 0.11% +589 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: 35,111 shares; 2024Q4: 35,300 shares; 2025Q1: 35,202 shares; 2025Q2: 34,092 shares; 2025Q3: 33,932 shares; 2025Q4: 22,428 shares 22,428 $2.06M 0.11% -11,504 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: 19,405 shares; 2024Q4: 19,062 shares; 2025Q1: 18,896 shares; 2025Q2: 18,611 shares; 2025Q3: 18,656 shares; 2025Q4: 8,444 shares 8,444 $2.04M 0.11% -10,212 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: 6,371 shares; 2024Q4: 7,113 shares; 2025Q1: 7,113 shares; 2025Q2: 6,238 shares; 2025Q3: 5,602 shares; 2025Q4: 6,947 shares 6,947 $2.02M 0.11% +1,345 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: 10,306 shares; 2024Q4: 6,901 shares; 2025Q1: 7,057 shares; 2025Q2: 8,279 shares; 2025Q3: 8,602 shares; 2025Q4: 8,830 shares 8,830 $1.92M 0.1% +228 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,048 shares; 2024Q4: 23,597 shares; 2025Q1: 24,001 shares; 2025Q2: 22,776 shares; 2025Q3: 22,263 shares; 2025Q4: 24,335 shares 24,335 $1.91M 0.1% +2,072 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: 12,352 shares; 2025Q1: 12,498 shares; 2025Q2: 10,597 shares; 2025Q3: 10,706 shares; 2025Q4: 11,147 shares 11,147 $1.91M 0.1% +441 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: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 2,950 shares; 2025Q2: 3,249 shares; 2025Q3: 3,074 shares; 2025Q4: 3,074 shares 3,074 $1.89M 0.1% 0 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: 3,159 shares; 2024Q4: 3,313 shares; 2025Q1: 3,051 shares; 2025Q2: 2,708 shares; 2025Q3: 2,674 shares; 2025Q4: 2,816 shares 2,816 $1.84M 0.1% +142 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: 33,041 shares; 2024Q4: 35,288 shares; 2025Q1: 35,548 shares; 2025Q2: 33,474 shares; 2025Q3: 33,905 shares; 2025Q4: 33,669 shares 33,669 $1.82M 0.1% -236 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,372 shares; 2024Q4: 22,171 shares; 2025Q1: 20,268 shares; 2025Q2: 19,648 shares; 2025Q3: 19,208 shares; 2025Q4: 20,410 shares 20,410 $1.81M 0.1% +1,202 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: 3,800 shares; 2024Q4: 4,274 shares; 2025Q1: 4,289 shares; 2025Q2: 3,928 shares; 2025Q3: 3,900 shares; 2025Q4: 3,869 shares 3,869 $1.8M 0.1% -31 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,340 shares; 2024Q4: 13,340 shares; 2025Q1: 13,340 shares; 2025Q2: 13,340 shares; 2025Q3: 13,340 shares; 2025Q4: 12,589 shares 12,589 $1.79M 0.09% -751 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 5,870 shares; 2025Q1: 5,751 shares; 2025Q2: 5,521 shares; 2025Q3: 5,623 shares; 2025Q4: 5,710 shares 5,710 $1.78M 0.09% +87 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,957 shares; 2024Q4: 14,214 shares; 2025Q1: 14,704 shares; 2025Q2: 15,626 shares; 2025Q3: 15,875 shares; 2025Q4: 18,605 shares 18,605 $1.77M 0.09% +2,730 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,917 shares; 2024Q4: 24,126 shares; 2025Q1: 22,868 shares; 2025Q2: 22,930 shares; 2025Q3: 22,929 shares; 2025Q4: 22,720 shares 22,720 $1.76M 0.09% -209 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: 9,721 shares; 2024Q4: 9,301 shares; 2025Q1: 9,046 shares; 2025Q2: 8,982 shares; 2025Q3: 9,205 shares; 2025Q4: 7,151 shares 7,151 $1.76M 0.09% -2,054 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 5,023 shares; 2025Q1: 4,773 shares; 2025Q2: 4,686 shares; 2025Q3: 4,790 shares; 2025Q4: 4,113 shares 4,113 $1.75M 0.09% -677 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,358 shares; 2024Q4: 31,494 shares; 2025Q1: 30,546 shares; 2025Q2: 29,591 shares; 2025Q3: 28,869 shares; 2025Q4: 34,369 shares 34,369 $1.75M 0.09% +5,500 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: 2,505 shares; 2024Q4: 2,834 shares; 2025Q1: 2,794 shares; 2025Q2: 2,675 shares; 2025Q3: 2,717 shares; 2025Q4: 2,638 shares 2,638 $1.75M 0.09% -79 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: 47,525 shares; 2024Q4: 46,433 shares; 2025Q1: 44,866 shares; 2025Q2: 39,872 shares; 2025Q3: 28,232 shares; 2025Q4: 17,621 shares 17,621 $1.72M 0.09% -10,611 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: 34,066 shares; 2024Q4: 68,494 shares; 2025Q1: 68,389 shares; 2025Q2: 66,038 shares; 2025Q3: 64,112 shares; 2025Q4: 71,407 shares 71,407 $1.72M 0.09% +7,295 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: not reported; 2024Q4: not reported; 2025Q1: 5,350 shares; 2025Q2: 4,963 shares; 2025Q3: not reported; 2025Q4: 33,826 shares 33,826 $1.71M 0.09% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 52,640 shares; 2025Q1: 60,231 shares; 2025Q2: 68,030 shares; 2025Q3: 116,135 shares; 2025Q4: 70,061 shares 70,061 $1.7M 0.09% -46,074 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: 3,180 shares; 2024Q4: 3,591 shares; 2025Q1: 3,389 shares; 2025Q2: 3,203 shares; 2025Q3: 3,223 shares; 2025Q4: 3,239 shares 3,239 $1.69M 0.09% +16 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,863 shares; 2025Q1: 9,370 shares; 2025Q2: 21,817 shares; 2025Q3: 35,209 shares; 2025Q4: 44,456 shares 44,456 $1.69M 0.09% +9,247 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,411 shares; 2025Q1: 2,716 shares; 2025Q2: 3,215 shares; 2025Q3: 3,208 shares; 2025Q4: 3,269 shares 3,269 $1.67M 0.09% +61 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: 12,647 shares; 2025Q1: 11,578 shares; 2025Q2: 12,039 shares; 2025Q3: 12,321 shares; 2025Q4: 12,529 shares 12,529 $1.64M 0.09% +208 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,095 shares; 2024Q4: 41,741 shares; 2025Q1: 36,898 shares; 2025Q2: 26,513 shares; 2025Q3: 21,601 shares; 2025Q4: 22,036 shares 22,036 $1.62M 0.09% +435 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: 4,115 shares; 2024Q4: 4,538 shares; 2025Q1: 4,704 shares; 2025Q2: 4,629 shares; 2025Q3: 4,670 shares; 2025Q4: 5,258 shares 5,258 $1.62M 0.09% +588 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: 13,534 shares; 2024Q4: 13,743 shares; 2025Q1: 12,606 shares; 2025Q2: 12,235 shares; 2025Q3: 12,087 shares; 2025Q4: 13,105 shares 13,105 $1.61M 0.09% +1,018 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: 60,571 shares; 2024Q4: 54,743 shares; 2025Q1: 56,264 shares; 2025Q2: 51,834 shares; 2025Q3: 24,852 shares; 2025Q4: 26,797 shares 26,797 $1.61M 0.08% +1,945 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: not reported; 2024Q4: 5,483 shares; 2025Q1: 5,460 shares; 2025Q2: 5,494 shares; 2025Q3: 5,807 shares; 2025Q4: 17,566 shares 17,566 $1.61M 0.08% +11,759 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 8,158 shares; 2025Q1: 8,251 shares; 2025Q2: 8,306 shares; 2025Q3: 8,306 shares; 2025Q4: 4,717 shares 4,717 $1.6M 0.08% -3,589 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: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 13,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,250 shares 20,250 $1.6M 0.08% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,463 shares; 2024Q4: 18,264 shares; 2025Q1: 18,751 shares; 2025Q2: 18,883 shares; 2025Q3: 18,914 shares; 2025Q4: 19,286 shares 19,286 $1.58M 0.08% +372 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: 6,707 shares; 2024Q4: 6,760 shares; 2025Q1: 6,902 shares; 2025Q2: 12,500 shares; 2025Q3: 12,583 shares; 2025Q4: 13,410 shares 13,410 $1.56M 0.08% +827 Timeline VGK 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: 18,209 shares; 2024Q4: 18,209 shares; 2025Q1: 18,209 shares; 2025Q2: 18,714 shares; 2025Q3: 18,714 shares; 2025Q4: 18,714 shares 18,714 $1.56M 0.08% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 6,575 shares; 2025Q1: 6,636 shares; 2025Q2: 5,797 shares; 2025Q3: 6,629 shares; 2025Q4: 7,280 shares 7,280 $1.56M 0.08% +651 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,562 shares; 2024Q4: 18,554 shares; 2025Q1: 16,985 shares; 2025Q2: 14,805 shares; 2025Q3: 14,805 shares; 2025Q4: 34,790 shares 34,790 $1.56M 0.08% +19,985 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: 8,926 shares; 2024Q4: 9,103 shares; 2025Q1: 8,988 shares; 2025Q2: 9,098 shares; 2025Q3: 9,368 shares; 2025Q4: 10,028 shares 10,028 $1.54M 0.08% +660 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: 18,782 shares; 2024Q4: 17,401 shares; 2025Q1: 17,505 shares; 2025Q2: 17,355 shares; 2025Q3: 17,345 shares; 2025Q4: 18,130 shares 18,130 $1.53M 0.08% +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: 6,424 shares; 2024Q4: 6,434 shares; 2025Q1: 6,332 shares; 2025Q2: 6,188 shares; 2025Q3: 6,193 shares; 2025Q4: 6,323 shares 6,323 $1.52M 0.08% +130 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: 5,496 shares; 2024Q4: 5,554 shares; 2025Q1: 4,663 shares; 2025Q2: 4,401 shares; 2025Q3: 4,473 shares; 2025Q4: 4,262 shares 4,262 $1.5M 0.08% -211 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: 104,218 shares; 2024Q4: 73,159 shares; 2025Q1: 80,973 shares; 2025Q2: 82,093 shares; 2025Q3: 68,248 shares; 2025Q4: 60,061 shares 60,061 $1.5M 0.08% -8,187 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,794 shares; 2024Q4: 68,235 shares; 2025Q1: 66,652 shares; 2025Q2: 59,160 shares; 2025Q3: 56,390 shares; 2025Q4: 58,334 shares 58,334 $1.49M 0.08% +1,944 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,153 shares; 2024Q4: 12,827 shares; 2025Q1: 12,747 shares; 2025Q2: 11,377 shares; 2025Q3: 11,139 shares; 2025Q4: 11,664 shares 11,664 $1.49M 0.08% +525 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: 8,912 shares; 2024Q4: 8,185 shares; 2025Q1: 8,589 shares; 2025Q2: 8,095 shares; 2025Q3: 7,763 shares; 2025Q4: 5,539 shares 5,539 $1.49M 0.08% -2,224 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: 6,452 shares; 2024Q4: 6,532 shares; 2025Q1: 6,659 shares; 2025Q2: 6,402 shares; 2025Q3: 6,429 shares; 2025Q4: 6,683 shares 6,683 $1.47M 0.08% +254 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: 7,236 shares; 2024Q4: 5,784 shares; 2025Q1: 6,007 shares; 2025Q2: 5,495 shares; 2025Q3: 5,284 shares; 2025Q4: 5,406 shares 5,406 $1.47M 0.08% +122 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,981 shares; 2024Q4: 76,257 shares; 2025Q1: 75,465 shares; 2025Q2: 69,780 shares; 2025Q3: 69,301 shares; 2025Q4: 75,497 shares 75,497 $1.46M 0.08% +6,196 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,255 shares; 2025Q4: 11,485 shares 11,485 $1.45M 0.08% +230 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: not reported; 2025Q3: 26,184 shares; 2025Q4: 28,416 shares 28,416 $1.45M 0.08% +2,232 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,724 shares; 2025Q1: 9,129 shares; 2025Q2: 8,920 shares; 2025Q3: 8,123 shares; 2025Q4: 7,700 shares 7,700 $1.45M 0.08% -423 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: 2,636 shares; 2024Q4: 2,616 shares; 2025Q1: 2,635 shares; 2025Q2: 2,634 shares; 2025Q3: 2,616 shares; 2025Q4: 2,616 shares 2,616 $1.45M 0.08% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,664 shares; 2025Q1: 5,563 shares; 2025Q2: 6,132 shares; 2025Q3: 6,138 shares; 2025Q4: 5,794 shares 5,794 $1.43M 0.08% -344 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,404 shares; 2025Q3: 33,637 shares; 2025Q4: 44,181 shares 44,181 $1.4M 0.07% +10,544 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: 12,479 shares; 2024Q4: 12,933 shares; 2025Q1: 11,253 shares; 2025Q2: 10,813 shares; 2025Q3: 10,860 shares; 2025Q4: 10,342 shares 10,342 $1.4M 0.07% -518 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: 1,542 shares; 2024Q4: 1,422 shares; 2025Q1: 1,492 shares; 2025Q2: 1,264 shares; 2025Q3: 1,221 shares; 2025Q4: 1,138 shares 1,138 $1.38M 0.07% -83 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,557 shares; 2024Q4: 103,401 shares; 2025Q1: 109,642 shares; 2025Q2: 107,365 shares; 2025Q3: 106,703 shares; 2025Q4: 116,781 shares 116,781 $1.37M 0.07% +10,078 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: 8,122 shares; 2024Q4: 8,204 shares; 2025Q1: 8,084 shares; 2025Q2: 7,971 shares; 2025Q3: 8,164 shares; 2025Q4: 8,428 shares 8,428 $1.36M 0.07% +264 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: 21,923 shares; 2024Q4: 24,994 shares; 2025Q1: 26,346 shares; 2025Q2: 26,508 shares; 2025Q3: 25,658 shares; 2025Q4: 26,988 shares 26,988 $1.35M 0.07% +1,330 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,706 shares; 2024Q4: 6,951 shares; 2025Q1: 6,759 shares; 2025Q2: 6,606 shares; 2025Q3: 6,416 shares; 2025Q4: 6,609 shares 6,609 $1.34M 0.07% +193 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: 3,106 shares; 2024Q4: 3,028 shares; 2025Q1: 3,026 shares; 2025Q2: 2,957 shares; 2025Q3: 3,007 shares; 2025Q4: 2,961 shares 2,961 $1.32M 0.07% -46 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: 26,287 shares; 2024Q4: 31,566 shares; 2025Q1: 28,979 shares; 2025Q2: 19,659 shares; 2025Q3: 14,295 shares; 2025Q4: 14,060 shares 14,060 $1.32M 0.07% -235 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 4,315 shares; 2025Q1: 4,766 shares; 2025Q2: 4,455 shares; 2025Q3: 4,516 shares; 2025Q4: 4,772 shares 4,772 $1.3M 0.07% +256 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,146 shares; 2024Q4: 11,050 shares; 2025Q1: 11,022 shares; 2025Q2: 11,016 shares; 2025Q3: 11,016 shares; 2025Q4: 11,006 shares 11,006 $1.3M 0.07% -10 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,404 shares; 2024Q4: 14,404 shares; 2025Q1: 14,404 shares; 2025Q2: 14,566 shares; 2025Q3: 14,404 shares; 2025Q4: 14,404 shares 14,404 $1.27M 0.07% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,926 shares; 2024Q4: 21,646 shares; 2025Q1: 22,225 shares; 2025Q2: 14,859 shares; 2025Q3: 14,863 shares; 2025Q4: 14,837 shares 14,837 $1.26M 0.07% -26 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,943 shares; 2024Q4: 10,900 shares; 2025Q1: 10,525 shares; 2025Q2: 9,834 shares; 2025Q3: 9,405 shares; 2025Q4: 5,526 shares 5,526 $1.26M 0.07% -3,879 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 3,927 shares; 2025Q1: 5,778 shares; 2025Q2: 5,713 shares; 2025Q3: 5,735 shares; 2025Q4: 9,994 shares 9,994 $1.26M 0.07% +4,259 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: 4,667 shares; 2024Q4: 4,741 shares; 2025Q1: 4,755 shares; 2025Q2: 4,789 shares; 2025Q3: 5,543 shares; 2025Q4: 4,270 shares 4,270 $1.24M 0.07% -1,273 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 5,742 shares; 2025Q1: 5,600 shares; 2025Q2: 4,550 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares 4,150 $1.24M 0.07% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,381 shares; 2025Q1: 3,590 shares; 2025Q2: 3,488 shares; 2025Q3: 3,267 shares; 2025Q4: 3,520 shares 3,520 $1.23M 0.07% +253 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,355 shares; 2024Q4: 12,067 shares; 2025Q1: 13,165 shares; 2025Q2: 13,089 shares; 2025Q3: 10,175 shares; 2025Q4: 12,377 shares 12,377 $1.23M 0.07% +2,202 Timeline PRF 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: 26,150 shares; 2024Q4: 26,150 shares; 2025Q1: 26,150 shares; 2025Q2: 26,150 shares; 2025Q3: 26,150 shares; 2025Q4: 26,150 shares 26,150 $1.23M 0.06% 0 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: 16,979 shares; 2024Q4: 13,829 shares; 2025Q1: 13,278 shares; 2025Q2: 12,942 shares; 2025Q3: 12,942 shares; 2025Q4: 16,876 shares 16,876 $1.23M 0.06% +3,934 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,634 shares; 2024Q4: 9,867 shares; 2025Q1: 9,634 shares; 2025Q2: 9,651 shares; 2025Q3: 9,930 shares; 2025Q4: 10,814 shares 10,814 $1.22M 0.06% +884 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: not reported; 2024Q4: 8,386 shares; 2025Q1: 12,228 shares; 2025Q2: 12,228 shares; 2025Q3: 12,228 shares; 2025Q4: 12,228 shares 12,228 $1.22M 0.06% 0 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: 1,947 shares; 2024Q4: 1,974 shares; 2025Q1: 2,132 shares; 2025Q2: 2,371 shares; 2025Q3: 2,473 shares; 2025Q4: 2,600 shares 2,600 $1.22M 0.06% +127 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: 18,862 shares; 2024Q4: 20,219 shares; 2025Q1: 38,676 shares; 2025Q2: 38,019 shares; 2025Q3: 38,019 shares; 2025Q4: 38,005 shares 38,005 $1.22M 0.06% -14 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: 211 shares; 2024Q4: 215 shares; 2025Q1: 214 shares; 2025Q2: 224 shares; 2025Q3: 213 shares; 2025Q4: 227 shares 227 $1.22M 0.06% +14 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,614 shares; 2024Q4: 14,532 shares; 2025Q1: 14,019 shares; 2025Q2: 14,203 shares; 2025Q3: 14,300 shares; 2025Q4: 14,495 shares 14,495 $1.22M 0.06% +195 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,004 shares; 2025Q1: 2,004 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares 2,004 $1.21M 0.06% 0 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: 8,540 shares; 2024Q4: 8,480 shares; 2025Q1: 8,051 shares; 2025Q2: 8,088 shares; 2025Q3: 8,102 shares; 2025Q4: 3,869 shares 3,869 $1.2M 0.06% -4,233 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: 8,202 shares; 2024Q4: 8,058 shares; 2025Q1: 7,380 shares; 2025Q2: 7,453 shares; 2025Q3: 7,555 shares; 2025Q4: 6,720 shares 6,720 $1.18M 0.06% -835 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: 3,545 shares; 2024Q4: 3,817 shares; 2025Q1: 3,291 shares; 2025Q2: 3,049 shares; 2025Q3: 3,052 shares; 2025Q4: 3,020 shares 3,020 $1.18M 0.06% -32 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,535 shares; 2024Q4: 19,035 shares; 2025Q1: 21,535 shares; 2025Q2: 19,996 shares; 2025Q3: 23,996 shares; 2025Q4: 25,496 shares 25,496 $1.17M 0.06% +1,500 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 3,708 shares; 2025Q1: 3,658 shares; 2025Q2: 3,341 shares; 2025Q3: 3,490 shares; 2025Q4: 3,316 shares 3,316 $1.17M 0.06% -174 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: 24,583 shares; 2024Q4: 18,290 shares; 2025Q1: 16,694 shares; 2025Q2: 16,589 shares; 2025Q3: 16,615 shares; 2025Q4: 14,467 shares 14,467 $1.17M 0.06% -2,148 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 1,711 shares; 2025Q1: 1,544 shares; 2025Q2: 1,472 shares; 2025Q3: 1,463 shares; 2025Q4: 1,421 shares 1,421 $1.17M 0.06% -42 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: 5,763 shares; 2024Q4: 5,615 shares; 2025Q1: 5,650 shares; 2025Q2: 5,701 shares; 2025Q3: 5,735 shares; 2025Q4: 5,573 shares 5,573 $1.16M 0.06% -162 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,484 shares; 2024Q4: 30,905 shares; 2025Q1: 30,905 shares; 2025Q2: 30,905 shares; 2025Q3: 30,905 shares; 2025Q4: 30,905 shares 30,905 $1.16M 0.06% 0 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: 40,837 shares; 2024Q4: 41,553 shares; 2025Q1: 40,792 shares; 2025Q2: 40,853 shares; 2025Q3: 40,717 shares; 2025Q4: 41,184 shares 41,184 $1.15M 0.06% +467 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,816 shares; 2024Q4: 27,816 shares; 2025Q1: 27,816 shares; 2025Q2: 27,816 shares; 2025Q3: 27,816 shares; 2025Q4: 27,816 shares 27,816 $1.15M 0.06% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,242 shares; 2024Q4: 7,082 shares; 2025Q1: 7,082 shares; 2025Q2: 8,025 shares; 2025Q3: 8,025 shares; 2025Q4: 8,025 shares 8,025 $1.15M 0.06% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,507 shares 17,507 $1.14M 0.06% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,149 shares; 2024Q4: 5,636 shares; 2025Q1: 5,138 shares; 2025Q2: 5,322 shares; 2025Q3: 5,296 shares; 2025Q4: 5,231 shares 5,231 $1.14M 0.06% -65 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: 5,068 shares; 2024Q4: 5,069 shares; 2025Q1: 5,382 shares; 2025Q2: 5,426 shares; 2025Q3: 5,417 shares; 2025Q4: 2,313 shares 2,313 $1.13M 0.06% -3,104 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: 14,528 shares; 2024Q4: 14,608 shares; 2025Q1: 14,528 shares; 2025Q2: 14,528 shares; 2025Q3: 14,528 shares; 2025Q4: 14,528 shares 14,528 $1.13M 0.06% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,497 shares; 2025Q4: 46,525 shares 46,525 $1.12M 0.06% +37,028 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,627 shares; 2025Q1: 1,817 shares; 2025Q2: 2,725 shares; 2025Q3: 2,701 shares; 2025Q4: 4,370 shares 4,370 $1.09M 0.06% +1,669 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,510 shares; 2025Q1: 20,515 shares; 2025Q2: 23,015 shares; 2025Q3: 20,550 shares; 2025Q4: 21,640 shares 21,640 $1.09M 0.06% +1,090 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: 41,173 shares; 2024Q4: 48,567 shares; 2025Q1: 53,337 shares; 2025Q2: 44,608 shares; 2025Q3: 44,361 shares; 2025Q4: 43,011 shares 43,011 $1.07M 0.06% -1,350 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: 6,534 shares; 2024Q4: 7,593 shares; 2025Q1: 7,848 shares; 2025Q2: 7,714 shares; 2025Q3: 7,896 shares; 2025Q4: 8,014 shares 8,014 $1.06M 0.06% +118 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,055 shares; 2024Q4: 57,699 shares; 2025Q1: 58,549 shares; 2025Q2: 57,606 shares; 2025Q3: 57,623 shares; 2025Q4: 60,522 shares 60,522 $1.06M 0.06% +2,899 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: 23,680 shares; 2024Q4: 22,680 shares; 2025Q1: 22,680 shares; 2025Q2: 22,680 shares; 2025Q3: 22,680 shares; 2025Q4: 22,680 shares 22,680 $1.06M 0.06% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,538 shares; 2025Q1: 4,979 shares; 2025Q2: 5,169 shares; 2025Q3: 5,274 shares; 2025Q4: 5,684 shares 5,684 $1.06M 0.06% +410 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: 4,462 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,185 shares; 2025Q3: 20,447 shares; 2025Q4: 29,872 shares 29,872 $1.05M 0.06% +9,425 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: 5,580 shares; 2024Q4: 5,580 shares; 2025Q1: 5,378 shares; 2025Q2: 7,651 shares; 2025Q3: 7,604 shares; 2025Q4: 7,425 shares 7,425 $1.05M 0.06% -179 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,237 shares; 2024Q4: 10,376 shares; 2025Q1: 8,921 shares; 2025Q2: 9,074 shares; 2025Q3: 9,113 shares; 2025Q4: 9,047 shares 9,047 $1.04M 0.06% -66 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: 2,229 shares; 2024Q4: 1,586 shares; 2025Q1: 2,083 shares; 2025Q2: 2,116 shares; 2025Q3: 2,104 shares; 2025Q4: 2,147 shares 2,147 $1.04M 0.05% +43 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 3,101 shares; 2025Q1: 3,053 shares; 2025Q2: 3,053 shares; 2025Q3: 3,053 shares; 2025Q4: 3,055 shares 3,055 $1.03M 0.05% +2 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: 11,573 shares; 2024Q4: 10,704 shares; 2025Q1: 10,666 shares; 2025Q2: 10,400 shares; 2025Q3: 10,364 shares; 2025Q4: 10,619 shares 10,619 $1.03M 0.05% +255 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,063 shares; 2024Q4: 13,315 shares; 2025Q1: 13,315 shares; 2025Q2: 10,203 shares; 2025Q3: 10,203 shares; 2025Q4: 10,945 shares 10,945 $1.03M 0.05% +742 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 2,554 shares; 2025Q1: 2,700 shares; 2025Q2: 2,493 shares; 2025Q3: 2,353 shares; 2025Q4: 2,273 shares 2,273 $1.03M 0.05% -80 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,094 shares; 2024Q4: 14,230 shares; 2025Q1: 13,883 shares; 2025Q2: 13,950 shares; 2025Q3: 13,941 shares; 2025Q4: 13,925 shares 13,925 $1.03M 0.05% -16 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,083 shares; 2025Q1: 1,100 shares; 2025Q2: 1,136 shares; 2025Q3: 1,130 shares; 2025Q4: 1,166 shares 1,166 $1.02M 0.05% +36 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: 7,760 shares; 2024Q4: 31,040 shares; 2025Q1: 31,040 shares; 2025Q2: 31,040 shares; 2025Q3: 31,040 shares; 2025Q4: 31,040 shares 31,040 $1.01M 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,678 shares; 2025Q1: 5,906 shares; 2025Q2: 5,476 shares; 2025Q3: 5,441 shares; 2025Q4: 3,504 shares 3,504 $1.01M 0.05% -1,937 Timeline VIGI 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: 5,000 shares; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $1.01M 0.05% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 10,439 shares; 2025Q4: 27,866 shares 27,866 $1M 0.05% +17,427 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: 105,189 shares; 2024Q4: 107,926 shares; 2025Q1: 117,312 shares; 2025Q2: 110,621 shares; 2025Q3: 111,863 shares; 2025Q4: 27,164 shares 27,164 $1M 0.05% -84,699 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: 6,235 shares; 2024Q4: 5,953 shares; 2025Q1: 5,905 shares; 2025Q2: 5,400 shares; 2025Q3: 5,196 shares; 2025Q4: 5,381 shares 5,381 $998K 0.05% +185 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,758 shares; 2024Q4: 23,782 shares; 2025Q1: 23,782 shares; 2025Q2: 23,782 shares; 2025Q3: 23,782 shares; 2025Q4: 22,468 shares 22,468 $998K 0.05% -1,314 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,950 shares; 2024Q4: 10,436 shares; 2025Q1: 8,886 shares; 2025Q2: 7,735 shares; 2025Q3: 7,735 shares; 2025Q4: 7,735 shares 7,735 $996K 0.05% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,857 shares; 2024Q4: 7,801 shares; 2025Q1: 7,812 shares; 2025Q2: 7,924 shares; 2025Q3: 7,925 shares; 2025Q4: 7,304 shares 7,304 $996K 0.05% -621 Timeline BBJP 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: 37,446 shares; 2024Q4: 14,230 shares; 2025Q1: 14,279 shares; 2025Q2: 13,989 shares; 2025Q3: 16,008 shares; 2025Q4: 14,974 shares 14,974 $987K 0.05% -1,034 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,422 shares; 2025Q2: 9,422 shares; 2025Q3: 9,422 shares; 2025Q4: 9,422 shares 9,422 $974K 0.05% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 349 shares; 2025Q1: 341 shares; 2025Q2: 293 shares; 2025Q3: 294 shares; 2025Q4: 287 shares 287 $973K 0.05% -7 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,678 shares; 2025Q1: 2,080 shares; 2025Q2: 2,499 shares; 2025Q3: 2,503 shares; 2025Q4: 2,741 shares 2,741 $968K 0.05% +238 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: 3,226 shares; 2024Q4: 4,848 shares; 2025Q1: 6,854 shares; 2025Q2: 7,539 shares; 2025Q3: 6,988 shares; 2025Q4: 6,271 shares 6,271 $967K 0.05% -717 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 8,775 shares; 2025Q3: 8,775 shares; 2025Q4: 8,775 shares 8,775 $959K 0.05% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 2,637 shares; 2025Q3: 2,671 shares; 2025Q4: 2,403 shares 2,403 $952K 0.05% -268 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 599 shares; 2025Q1: 922 shares; 2025Q2: 1,268 shares; 2025Q3: 1,604 shares; 2025Q4: 1,609 shares 1,609 $934K 0.05% +5 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 3,134 shares; 2025Q1: 3,008 shares; 2025Q2: 3,246 shares; 2025Q3: 3,030 shares; 2025Q4: 3,176 shares 3,176 $932K 0.05% +146 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 6,617 shares; 2025Q1: 6,165 shares; 2025Q2: 6,329 shares; 2025Q3: 6,339 shares; 2025Q4: 6,234 shares 6,234 $929K 0.05% -105 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: 755 shares; 2024Q4: 803 shares; 2025Q1: 765 shares; 2025Q2: 718 shares; 2025Q3: 734 shares; 2025Q4: 693 shares 693 $922K 0.05% -41 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,953 shares; 2024Q4: 52,948 shares; 2025Q1: 48,404 shares; 2025Q2: 36,037 shares; 2025Q3: 35,728 shares; 2025Q4: 39,518 shares 39,518 $921K 0.05% +3,790 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 3,114 shares; 2025Q1: 3,029 shares; 2025Q2: 3,148 shares; 2025Q3: 3,104 shares; 2025Q4: 3,180 shares 3,180 $914K 0.05% +76 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,094 shares; 2024Q4: 10,094 shares; 2025Q1: 10,094 shares; 2025Q2: 10,094 shares; 2025Q3: 10,094 shares; 2025Q4: 10,094 shares 10,094 $912K 0.05% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 740 shares; 2025Q4: 1,336 shares 1,336 $900K 0.05% +596 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,237 shares; 2025Q2: 4,495 shares; 2025Q3: 4,541 shares; 2025Q4: 4,538 shares 4,538 $895K 0.05% -3 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: 14,418 shares; 2024Q4: 14,238 shares; 2025Q1: 14,361 shares; 2025Q2: 10,869 shares; 2025Q3: 10,666 shares; 2025Q4: 12,161 shares 12,161 $894K 0.05% +1,495 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,513 shares; 2024Q4: 24,123 shares; 2025Q1: 24,471 shares; 2025Q2: 19,473 shares; 2025Q3: 18,966 shares; 2025Q4: 18,412 shares 18,412 $892K 0.05% -554 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,696 shares; 2024Q4: 5,122 shares; 2025Q1: 8,045 shares; 2025Q2: 8,043 shares; 2025Q3: 8,037 shares; 2025Q4: 8,056 shares 8,056 $885K 0.05% +19 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,289 shares; 2025Q1: 6,750 shares; 2025Q2: 6,550 shares; 2025Q3: 6,592 shares; 2025Q4: 5,500 shares 5,500 $885K 0.05% -1,092 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,653 shares; 2025Q2: 26,653 shares; 2025Q3: 26,653 shares; 2025Q4: 36,653 shares 36,653 $882K 0.05% +10,000 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,800 shares; 2025Q3: 7,300 shares; 2025Q4: 6,600 shares 6,600 $881K 0.05% -700 Timeline FNDA 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: 13,731 shares; 2024Q4: 27,462 shares; 2025Q1: 27,462 shares; 2025Q2: 27,462 shares; 2025Q3: 27,462 shares; 2025Q4: 27,462 shares 27,462 $865K 0.05% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,470 shares; 2025Q1: 2,499 shares; 2025Q2: 3,158 shares; 2025Q3: 3,202 shares; 2025Q4: 3,543 shares 3,543 $859K 0.05% +341 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: 17,800 shares; 2024Q4: 35,600 shares; 2025Q1: 35,600 shares; 2025Q2: 35,600 shares; 2025Q3: 35,600 shares; 2025Q4: 29,684 shares 29,684 $845K 0.04% -5,916 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: 4,018 shares; 2025Q1: 5,350 shares; 2025Q2: 5,139 shares; 2025Q3: 5,482 shares; 2025Q4: 5,440 shares 5,440 $842K 0.04% -42 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 2,636 shares; 2025Q1: 2,653 shares; 2025Q2: 2,867 shares; 2025Q3: 2,747 shares; 2025Q4: 2,821 shares 2,821 $835K 0.04% +74 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: 7,791 shares; 2024Q4: 8,245 shares; 2025Q1: 7,737 shares; 2025Q2: 7,619 shares; 2025Q3: 7,824 shares; 2025Q4: 8,357 shares 8,357 $834K 0.04% +533 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: 11,075 shares; 2024Q4: 16,827 shares; 2025Q1: 15,754 shares; 2025Q2: 11,746 shares; 2025Q3: 6,451 shares; 2025Q4: 6,443 shares 6,443 $831K 0.04% -8 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,296 shares; 2025Q1: 3,341 shares; 2025Q2: 3,217 shares; 2025Q3: 3,369 shares; 2025Q4: 3,296 shares 3,296 $827K 0.04% -73 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: 34,670 shares; 2024Q4: 35,117 shares; 2025Q1: 35,648 shares; 2025Q2: 30,334 shares; 2025Q3: 33,474 shares; 2025Q4: 32,395 shares 32,395 $824K 0.04% -1,079 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 18,296 shares; 2025Q1: 22,963 shares; 2025Q2: 23,149 shares; 2025Q3: 23,815 shares; 2025Q4: 24,066 shares 24,066 $823K 0.04% +251 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,610 shares; 2024Q4: 18,750 shares; 2025Q1: 17,168 shares; 2025Q2: 16,811 shares; 2025Q3: 17,859 shares; 2025Q4: 17,654 shares 17,654 $821K 0.04% -205 Timeline EWC 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: 16,444 shares; 2024Q4: 16,444 shares; 2025Q1: 15,696 shares; 2025Q2: 15,696 shares; 2025Q3: 15,134 shares; 2025Q4: 15,134 shares 15,134 $816K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,011 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares 652 $816K 0.04% 0 MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,898 shares; 2024Q4: 15,063 shares; 2025Q1: 17,271 shares; 2025Q2: 18,090 shares; 2025Q3: 17,282 shares; 2025Q4: 15,154 shares 15,154 $816K 0.04% -2,128 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,024 shares; 2025Q3: 14,024 shares; 2025Q4: 14,024 shares 14,024 $812K 0.04% 0 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: 6,757 shares; 2024Q4: 6,757 shares; 2025Q1: 4,849 shares; 2025Q2: 4,849 shares; 2025Q3: 2,849 shares; 2025Q4: 5,600 shares 5,600 $806K 0.04% +2,751 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 3,983 shares; 2025Q1: 3,792 shares; 2025Q2: 3,773 shares; 2025Q3: 3,731 shares; 2025Q4: 3,705 shares 3,705 $805K 0.04% -26 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: 3,660 shares; 2024Q4: 3,874 shares; 2025Q1: 3,694 shares; 2025Q2: 3,887 shares; 2025Q3: 2,773 shares; 2025Q4: 2,782 shares 2,782 $804K 0.04% +9 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,707 shares; 2025Q1: 5,553 shares; 2025Q2: 6,093 shares; 2025Q3: 6,098 shares; 2025Q4: 5,900 shares 5,900 $803K 0.04% -198 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 6,295 shares; 2025Q1: 8,237 shares; 2025Q2: 9,785 shares; 2025Q3: 10,045 shares; 2025Q4: 10,126 shares 10,126 $799K 0.04% +81 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 4,090 shares; 2025Q1: 4,378 shares; 2025Q2: 4,326 shares; 2025Q3: 4,115 shares; 2025Q4: 4,307 shares 4,307 $797K 0.04% +192 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,204 shares; 2024Q4: 21,437 shares; 2025Q1: 21,914 shares; 2025Q2: 19,709 shares; 2025Q3: 19,524 shares; 2025Q4: 20,561 shares 20,561 $793K 0.04% +1,037 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 6,062 shares; 2025Q1: 6,067 shares; 2025Q2: 6,075 shares; 2025Q3: 6,079 shares; 2025Q4: 6,081 shares 6,081 $789K 0.04% +2 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,150 shares; 2024Q4: 19,990 shares; 2025Q1: 34,016 shares; 2025Q2: 19,567 shares; 2025Q3: 18,007 shares; 2025Q4: 8,895 shares 8,895 $779K 0.04% -9,112 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: 997 shares; 2024Q4: 1,010 shares; 2025Q1: 1,012 shares; 2025Q2: 15,344 shares; 2025Q3: 15,135 shares; 2025Q4: 8,508 shares 8,508 $776K 0.04% -6,627 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,064 shares; 2024Q4: 9,640 shares; 2025Q1: 12,613 shares; 2025Q2: 11,832 shares; 2025Q3: 12,143 shares; 2025Q4: 12,849 shares 12,849 $776K 0.04% +706 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 3,318 shares; 2025Q1: 5,129 shares; 2025Q2: 7,166 shares; 2025Q3: 7,235 shares; 2025Q4: 7,430 shares 7,430 $764K 0.04% +195 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,858 shares; 2024Q4: 6,663 shares; 2025Q1: 7,378 shares; 2025Q2: 7,425 shares; 2025Q3: 7,914 shares; 2025Q4: 9,507 shares 9,507 $754K 0.04% +1,593 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: 1,734 shares; 2024Q4: 1,499 shares; 2025Q1: 1,445 shares; 2025Q2: 1,260 shares; 2025Q3: 1,264 shares; 2025Q4: 1,320 shares 1,320 $753K 0.04% +56 Timeline GMUN 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: 13,310 shares; 2024Q4: 13,512 shares; 2025Q1: 14,639 shares; 2025Q2: 14,639 shares; 2025Q3: 14,839 shares; 2025Q4: 14,839 shares 14,839 $751K 0.04% 0 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: 3,110 shares; 2024Q4: 3,194 shares; 2025Q1: 3,237 shares; 2025Q2: 3,293 shares; 2025Q3: 3,548 shares; 2025Q4: 3,608 shares 3,608 $751K 0.04% +60 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 4,228 shares; 2025Q1: 3,741 shares; 2025Q2: 3,634 shares; 2025Q3: 3,783 shares; 2025Q4: 4,028 shares 4,028 $747K 0.04% +245 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 4,154 shares; 2025Q1: 4,247 shares; 2025Q2: 4,326 shares; 2025Q3: 4,315 shares; 2025Q4: 4,516 shares 4,516 $737K 0.04% +201 Timeline HYD 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: 17,224 shares; 2024Q4: 17,082 shares; 2025Q1: 16,831 shares; 2025Q2: 14,377 shares; 2025Q3: 14,377 shares; 2025Q4: 14,377 shares 14,377 $735K 0.04% 0 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: 7,454 shares; 2024Q4: 5,719 shares; 2025Q1: 5,993 shares; 2025Q2: 6,388 shares; 2025Q3: 6,428 shares; 2025Q4: 6,270 shares 6,270 $735K 0.04% -158 Timeline DFEV 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: 21,719 shares; 2024Q4: 21,719 shares; 2025Q1: 21,719 shares; 2025Q2: 21,719 shares; 2025Q3: 21,719 shares; 2025Q4: 21,719 shares 21,719 $733K 0.04% 0 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: 12,251 shares; 2024Q4: 12,251 shares; 2025Q1: 12,251 shares; 2025Q2: 12,251 shares; 2025Q3: 12,251 shares; 2025Q4: 12,251 shares 12,251 $729K 0.04% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,858 shares; 2024Q4: 69,252 shares; 2025Q1: 120,360 shares; 2025Q2: 126,331 shares; 2025Q3: 126,657 shares; 2025Q4: 137,377 shares 137,377 $728K 0.04% +10,720 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,457 shares; 2024Q4: 46,292 shares; 2025Q1: 27,139 shares; 2025Q2: 18,685 shares; 2025Q3: 11,023 shares; 2025Q4: 10,754 shares 10,754 $721K 0.04% -269 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,423 shares; 2024Q4: 20,544 shares; 2025Q1: 20,902 shares; 2025Q2: 18,781 shares; 2025Q3: 12,941 shares; 2025Q4: 15,531 shares 15,531 $719K 0.04% +2,590 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: 61,405 shares; 2024Q4: 64,457 shares; 2025Q1: 64,590 shares; 2025Q2: 51,234 shares; 2025Q3: 50,151 shares; 2025Q4: 45,212 shares 45,212 $717K 0.04% -4,939 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 2,833 shares; 2025Q1: 2,639 shares; 2025Q2: 2,789 shares; 2025Q3: 2,497 shares; 2025Q4: 2,593 shares 2,593 $714K 0.04% +96 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,200 shares; 2024Q4: 15,581 shares; 2025Q1: 15,341 shares; 2025Q2: 12,733 shares; 2025Q3: 15,348 shares; 2025Q4: 12,065 shares 12,065 $707K 0.04% -3,283 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 5,798 shares; 2025Q1: 5,733 shares; 2025Q2: 5,214 shares; 2025Q3: 5,243 shares; 2025Q4: 5,514 shares 5,514 $703K 0.04% +271 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: 11,538 shares; 2024Q4: 11,538 shares; 2025Q1: 11,538 shares; 2025Q2: 11,538 shares; 2025Q3: 11,538 shares; 2025Q4: 8,186 shares 8,186 $702K 0.04% -3,352 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,565 shares 10,565 $691K 0.04% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,554 shares; 2025Q1: 5,253 shares; 2025Q2: 5,078 shares; 2025Q3: 4,477 shares; 2025Q4: 4,756 shares 4,756 $688K 0.04% +279 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: 839 shares; 2024Q4: 871 shares; 2025Q1: 844 shares; 2025Q2: 814 shares; 2025Q3: 775 shares; 2025Q4: 899 shares 899 $688K 0.04% +124 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: 713 shares; 2024Q4: 713 shares; 2025Q1: 718 shares; 2025Q2: 719 shares; 2025Q3: 720 shares; 2025Q4: 737 shares 737 $688K 0.04% +17 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: 2,973 shares; 2024Q4: 3,128 shares; 2025Q1: 2,995 shares; 2025Q2: 3,102 shares; 2025Q3: 3,097 shares; 2025Q4: 3,345 shares 3,345 $687K 0.04% +248 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,128 shares; 2024Q4: 5,322 shares; 2025Q1: 5,198 shares; 2025Q2: 4,754 shares; 2025Q3: 4,776 shares; 2025Q4: 4,768 shares 4,768 $685K 0.04% -8 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,859 shares; 2024Q4: 7,966 shares; 2025Q1: 8,847 shares; 2025Q2: 8,625 shares; 2025Q3: 8,552 shares; 2025Q4: 8,309 shares 8,309 $682K 0.04% -243 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: 2,005 shares; 2024Q4: 2,682 shares; 2025Q1: 2,005 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,812 shares 4,812 $679K 0.04% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,412 shares; 2025Q1: 5,067 shares; 2025Q2: 5,383 shares; 2025Q3: 4,431 shares; 2025Q4: 3,680 shares 3,680 $670K 0.04% -751 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,432 shares; 2024Q4: 2,987 shares; 2025Q1: 2,078 shares; 2025Q2: 2,058 shares; 2025Q3: 2,185 shares; 2025Q4: 1,971 shares 1,971 $664K 0.04% -214 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares 26,000 $662K 0.04% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,731 shares; 2024Q4: 13,736 shares; 2025Q1: 13,713 shares; 2025Q2: 13,049 shares; 2025Q3: 13,115 shares; 2025Q4: 13,051 shares 13,051 $656K 0.03% -64 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,928 shares; 2024Q4: 81,008 shares; 2025Q1: 79,463 shares; 2025Q2: 82,409 shares; 2025Q3: 81,503 shares; 2025Q4: 89,652 shares 89,652 $656K 0.03% +8,149 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: 4,022 shares; 2024Q4: 3,670 shares; 2025Q1: 2,588 shares; 2025Q2: 2,623 shares; 2025Q3: 2,609 shares; 2025Q4: 2,523 shares 2,523 $653K 0.03% -86 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: 1,446 shares; 2024Q4: 1,471 shares; 2025Q1: 1,346 shares; 2025Q2: 1,145 shares; 2025Q3: 1,202 shares; 2025Q4: 1,274 shares 1,274 $651K 0.03% +72 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,935 shares; 2025Q1: 2,508 shares; 2025Q2: 2,511 shares; 2025Q3: 2,751 shares; 2025Q4: 3,019 shares 3,019 $648K 0.03% +268 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 2,642 shares; 2025Q1: 2,611 shares; 2025Q2: 2,430 shares; 2025Q3: 2,759 shares; 2025Q4: 3,308 shares 3,308 $642K 0.03% +549 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: 51,493 shares; 2024Q4: 50,263 shares; 2025Q1: 45,997 shares; 2025Q2: 41,126 shares; 2025Q3: 39,625 shares; 2025Q4: 21,437 shares 21,437 $641K 0.03% -18,188 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,566 shares; 2025Q1: 1,640 shares; 2025Q2: 1,284 shares; 2025Q3: 1,290 shares; 2025Q4: 1,364 shares 1,364 $637K 0.03% +74 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 2,036 shares; 2025Q1: 2,254 shares; 2025Q2: 2,284 shares; 2025Q3: 2,157 shares; 2025Q4: 2,277 shares 2,277 $635K 0.03% +120 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares 26,000 $631K 0.03% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,083 shares; 2025Q2: 3,425 shares; 2025Q3: 4,585 shares; 2025Q4: 4,248 shares 4,248 $623K 0.03% -337 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,300 shares; 2025Q1: 45,300 shares; 2025Q2: 21,611 shares; 2025Q3: 21,611 shares; 2025Q4: 21,611 shares 21,611 $622K 0.03% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 4,766 shares; 2025Q2: 4,737 shares; 2025Q3: 3,798 shares; 2025Q4: 3,836 shares 3,836 $620K 0.03% +38 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,277 shares; 2024Q4: 20,481 shares; 2025Q1: 20,213 shares; 2025Q2: 19,436 shares; 2025Q3: 26,954 shares; 2025Q4: 26,150 shares 26,150 $619K 0.03% -804 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,887 shares; 2024Q4: 8,380 shares; 2025Q1: 7,974 shares; 2025Q2: 7,655 shares; 2025Q3: 7,528 shares; 2025Q4: 7,082 shares 7,082 $618K 0.03% -446 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: 964 shares; 2024Q4: 1,266 shares; 2025Q1: 1,201 shares; 2025Q2: 1,290 shares; 2025Q3: 1,827 shares; 2025Q4: 1,303 shares 1,303 $612K 0.03% -524 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,263 shares; 2024Q4: 18,136 shares; 2025Q1: 17,177 shares; 2025Q2: 15,816 shares; 2025Q3: 15,873 shares; 2025Q4: 16,821 shares 16,821 $610K 0.03% +948 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares 26,000 $609K 0.03% 0 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: 1,081 shares; 2025Q4: 1,077 shares 1,077 $605K 0.03% -4 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,594 shares; 2025Q3: 2,626 shares; 2025Q4: 2,625 shares 2,625 $603K 0.03% -1 Timeline BRZE BRAZE INC More: the full row for BRAZE 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: 17,512 shares 17,512 $600K 0.03% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,620 shares; 2024Q4: 8,620 shares; 2025Q1: 8,620 shares; 2025Q2: 8,620 shares; 2025Q3: 8,620 shares; 2025Q4: 8,620 shares 8,620 $599K 0.03% 0 Timeline USHY 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: 40,012 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $598K 0.03% 0 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: 4,207 shares; 2024Q4: 4,291 shares; 2025Q1: 4,472 shares; 2025Q2: 4,278 shares; 2025Q3: 3,916 shares; 2025Q4: 3,661 shares 3,661 $595K 0.03% -255 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 3,956 shares; 2025Q1: 3,535 shares; 2025Q2: 2,839 shares; 2025Q3: 2,511 shares; 2025Q4: 2,800 shares 2,800 $593K 0.03% +289 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,119 shares; 2025Q1: 12,099 shares; 2025Q2: 13,150 shares; 2025Q3: 13,412 shares; 2025Q4: 18,177 shares 18,177 $592K 0.03% +4,765 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $591K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 7,929 shares; 2025Q1: 7,998 shares; 2025Q2: 8,473 shares; 2025Q3: 8,020 shares; 2025Q4: 8,017 shares 8,017 $589K 0.03% -3 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: 3,595 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,721 shares 5,721 $587K 0.03% new 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: 19,903 shares; 2024Q4: 21,522 shares; 2025Q1: 21,686 shares; 2025Q2: 21,642 shares; 2025Q3: 7,037 shares; 2025Q4: 7,037 shares 7,037 $583K 0.03% 0 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: 6,245 shares; 2024Q4: 5,189 shares; 2025Q1: 5,103 shares; 2025Q2: 5,247 shares; 2025Q3: 5,208 shares; 2025Q4: 5,145 shares 5,145 $581K 0.03% -63 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 6,364 shares; 2025Q1: 6,364 shares; 2025Q2: 6,364 shares; 2025Q3: 5,216 shares; 2025Q4: 5,216 shares 5,216 $579K 0.03% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 6,748 shares; 2025Q1: 6,918 shares; 2025Q2: 7,411 shares; 2025Q3: 7,085 shares; 2025Q4: 7,269 shares 7,269 $577K 0.03% +184 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,136 shares; 2024Q4: 16,283 shares; 2025Q1: 15,873 shares; 2025Q2: 15,927 shares; 2025Q3: 16,220 shares; 2025Q4: 14,248 shares 14,248 $576K 0.03% -1,972 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,624 shares; 2025Q1: 1,540 shares; 2025Q2: 1,496 shares; 2025Q3: 1,509 shares; 2025Q4: 1,557 shares 1,557 $575K 0.03% +48 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares 26,000 $574K 0.03% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,578 shares; 2024Q4: 3,831 shares; 2025Q1: 4,980 shares; 2025Q2: 8,994 shares; 2025Q3: 8,830 shares; 2025Q4: 8,973 shares 8,973 $572K 0.03% +143 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: 30,266 shares; 2024Q4: 27,738 shares; 2025Q1: 26,898 shares; 2025Q2: 25,573 shares; 2025Q3: 10,428 shares; 2025Q4: 8,906 shares 8,906 $567K 0.03% -1,522 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 4,628 shares; 2025Q1: 4,689 shares; 2025Q2: 4,783 shares; 2025Q3: 4,465 shares; 2025Q4: 4,727 shares 4,727 $566K 0.03% +262 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 19,080 shares; 2025Q1: 19,080 shares; 2025Q2: 19,080 shares; 2025Q3: 19,080 shares; 2025Q4: 19,080 shares 19,080 $565K 0.03% 0 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: 8,431 shares; 2024Q4: 9,089 shares; 2025Q1: 9,062 shares; 2025Q2: 8,054 shares; 2025Q3: 8,118 shares; 2025Q4: 9,975 shares 9,975 $565K 0.03% +1,857 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 5,058 shares; 2025Q1: 5,103 shares; 2025Q2: 5,019 shares; 2025Q3: 4,803 shares; 2025Q4: 4,816 shares 4,816 $559K 0.03% +13 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,356 shares; 2024Q4: 20,290 shares; 2025Q1: 20,561 shares; 2025Q2: 20,767 shares; 2025Q3: 20,814 shares; 2025Q4: 20,486 shares 20,486 $555K 0.03% -328 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: 4,675 shares; 2024Q4: 7,394 shares; 2025Q1: 7,394 shares; 2025Q2: 7,994 shares; 2025Q3: 7,994 shares; 2025Q4: 7,994 shares 7,994 $555K 0.03% 0 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: 7,953 shares; 2024Q4: 8,113 shares; 2025Q1: 6,678 shares; 2025Q2: 6,095 shares; 2025Q3: 5,890 shares; 2025Q4: 6,911 shares 6,911 $553K 0.03% +1,021 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: 4,295 shares; 2024Q4: 4,295 shares; 2025Q1: 4,295 shares; 2025Q2: 4,531 shares; 2025Q3: 4,531 shares; 2025Q4: 4,531 shares 4,531 $552K 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 10,127 shares; 2025Q1: 10,165 shares; 2025Q2: 9,628 shares; 2025Q3: 9,319 shares; 2025Q4: 9,379 shares 9,379 $548K 0.03% +60 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,548 shares; 2025Q1: 1,539 shares; 2025Q2: 1,596 shares; 2025Q3: 1,600 shares; 2025Q4: 1,596 shares 1,596 $539K 0.03% -4 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: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $537K 0.03% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $537K 0.03% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,773 shares; 2024Q4: 46,458 shares; 2025Q1: 16,630 shares; 2025Q2: 14,255 shares; 2025Q3: 23,465 shares; 2025Q4: 23,465 shares 23,465 $537K 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,003 shares; 2024Q4: 4,112 shares; 2025Q1: 4,574 shares; 2025Q2: 4,957 shares; 2025Q3: 4,732 shares; 2025Q4: 4,098 shares 4,098 $535K 0.03% -634 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 22,000 shares 22,000 $533K 0.03% -4,000 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $529K 0.03% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,298 shares; 2024Q4: 31,905 shares; 2025Q1: 38,869 shares; 2025Q2: 44,161 shares; 2025Q3: 39,231 shares; 2025Q4: 39,671 shares 39,671 $527K 0.03% +440 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 903 shares; 2025Q1: 1,045 shares; 2025Q2: 1,113 shares; 2025Q3: 1,174 shares; 2025Q4: 1,248 shares 1,248 $527K 0.03% +74 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,488 shares; 2024Q4: 8,741 shares; 2025Q1: 8,801 shares; 2025Q2: 5,642 shares; 2025Q3: 5,616 shares; 2025Q4: 6,313 shares 6,313 $527K 0.03% +697 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,647 shares; 2025Q3: 14,964 shares; 2025Q4: 18,155 shares 18,155 $523K 0.03% +3,191 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,941 shares; 2024Q4: 3,941 shares; 2025Q1: 3,458 shares; 2025Q2: 3,258 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $518K 0.03% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,228 shares; 2024Q4: 11,506 shares; 2025Q1: 11,051 shares; 2025Q2: 11,376 shares; 2025Q3: 10,843 shares; 2025Q4: 10,480 shares 10,480 $514K 0.03% -363 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: 1,701 shares; 2024Q4: 2,264 shares; 2025Q1: 4,390 shares; 2025Q2: 4,621 shares; 2025Q3: 4,776 shares; 2025Q4: 3,782 shares 3,782 $513K 0.03% -994 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,473 shares; 2024Q4: 4,333 shares; 2025Q1: 4,227 shares; 2025Q2: 4,198 shares; 2025Q3: 4,060 shares; 2025Q4: 4,444 shares 4,444 $512K 0.03% +384 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,311 shares; 2024Q4: 14,285 shares; 2025Q1: 14,243 shares; 2025Q2: 14,225 shares; 2025Q3: 14,234 shares; 2025Q4: 14,218 shares 14,218 $512K 0.03% -16 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 5,402 shares; 2025Q1: 5,076 shares; 2025Q2: 5,158 shares; 2025Q3: 5,281 shares; 2025Q4: 1,627 shares 1,627 $508K 0.03% -3,654 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: 8,725 shares; 2024Q4: 9,470 shares; 2025Q1: 9,242 shares; 2025Q2: 8,480 shares; 2025Q3: 8,482 shares; 2025Q4: 8,808 shares 8,808 $508K 0.03% +326 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,990 shares; 2024Q4: 6,990 shares; 2025Q1: 6,990 shares; 2025Q2: not reported; 2025Q3: 6,990 shares; 2025Q4: 6,990 shares 6,990 $504K 0.03% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,843 shares; 2025Q1: 1,978 shares; 2025Q2: 2,212 shares; 2025Q3: 2,203 shares; 2025Q4: 2,454 shares 2,454 $501K 0.03% +251 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,216 shares 6,216 $493K 0.03% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 4,004 shares; 2025Q1: 2,611 shares; 2025Q2: 2,409 shares; 2025Q3: 2,422 shares; 2025Q4: 2,302 shares 2,302 $488K 0.03% -120 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 10,613 shares; 2025Q1: 10,613 shares; 2025Q2: 10,613 shares; 2025Q3: 10,613 shares; 2025Q4: 10,613 shares 10,613 $487K 0.03% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 4,243 shares; 2025Q1: 4,243 shares; 2025Q2: 4,243 shares; 2025Q3: 4,243 shares; 2025Q4: 4,243 shares 4,243 $483K 0.03% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,822 shares; 2025Q1: 2,571 shares; 2025Q2: 2,839 shares; 2025Q3: 2,839 shares; 2025Q4: 2,878 shares 2,878 $482K 0.03% +39 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 5,304 shares; 2025Q1: 5,146 shares; 2025Q2: 4,239 shares; 2025Q3: 9,753 shares; 2025Q4: 9,935 shares 9,935 $480K 0.03% +182 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 2,523 shares; 2025Q1: 3,081 shares; 2025Q2: 3,084 shares; 2025Q3: 3,083 shares; 2025Q4: 2,991 shares 2,991 $476K 0.03% -92 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,970 shares; 2024Q4: 6,972 shares; 2025Q1: 7,026 shares; 2025Q2: 6,234 shares; 2025Q3: 6,234 shares; 2025Q4: 6,134 shares 6,134 $475K 0.03% -100 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: 2,496 shares; 2024Q4: 2,707 shares; 2025Q1: 2,742 shares; 2025Q2: 2,899 shares; 2025Q3: 2,812 shares; 2025Q4: 2,907 shares 2,907 $467K 0.02% +95 Timeline SCHE 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: 19,590 shares; 2024Q4: 19,590 shares; 2025Q1: 19,590 shares; 2025Q2: 14,292 shares; 2025Q3: 14,262 shares; 2025Q4: 14,259 shares 14,259 $467K 0.02% -3 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,056 shares; 2025Q1: 7,056 shares; 2025Q2: 7,506 shares; 2025Q3: 7,506 shares; 2025Q4: 7,506 shares 7,506 $466K 0.02% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 6,027 shares; 2025Q1: 5,948 shares; 2025Q2: 4,290 shares; 2025Q3: 4,265 shares; 2025Q4: 4,346 shares 4,346 $464K 0.02% +81 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,372 shares; 2025Q1: 2,396 shares; 2025Q2: 2,396 shares; 2025Q3: 2,394 shares; 2025Q4: 2,420 shares 2,420 $463K 0.02% +26 Timeline BBAX 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: 17,539 shares; 2024Q4: 5,836 shares; 2025Q1: 5,836 shares; 2025Q2: 6,421 shares; 2025Q3: 8,193 shares; 2025Q4: 8,193 shares 8,193 $461K 0.02% 0 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: 1,627 shares; 2024Q4: 2,480 shares; 2025Q1: 2,405 shares; 2025Q2: 2,454 shares; 2025Q3: 1,873 shares; 2025Q4: 2,012 shares 2,012 $458K 0.02% +139 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 568 shares; 2025Q1: 540 shares; 2025Q2: 533 shares; 2025Q3: 530 shares; 2025Q4: 564 shares 564 $456K 0.02% +34 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: 158,075 shares; 2024Q4: 160,230 shares; 2025Q1: 158,524 shares; 2025Q2: 155,776 shares; 2025Q3: 16,326 shares; 2025Q4: 12,310 shares 12,310 $455K 0.02% -4,016 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 7,607 shares; 2025Q4: 5,220 shares 5,220 $454K 0.02% -2,387 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 19,910 shares; 2025Q2: 19,910 shares; 2025Q3: 19,910 shares; 2025Q4: 36,129 shares 36,129 $449K 0.02% +16,219 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,516 shares; 2025Q1: 1,347 shares; 2025Q2: 1,715 shares; 2025Q3: 1,738 shares; 2025Q4: 1,978 shares 1,978 $448K 0.02% +240 Timeline MLPA 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: 9,439 shares; 2024Q4: 9,537 shares; 2025Q1: 8,844 shares; 2025Q2: 8,844 shares; 2025Q3: 8,976 shares; 2025Q4: 9,170 shares 9,170 $444K 0.02% +194 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,497 shares; 2024Q4: 8,222 shares; 2025Q1: 8,260 shares; 2025Q2: 8,678 shares; 2025Q3: 8,524 shares; 2025Q4: 8,978 shares 8,978 $442K 0.02% +454 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 834 shares; 2025Q1: 791 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 752 shares 752 $438K 0.02% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 1,872 shares 1,872 $438K 0.02% -6 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,488 shares; 2024Q4: 7,589 shares; 2025Q1: 7,649 shares; 2025Q2: 7,273 shares; 2025Q3: 7,473 shares; 2025Q4: 6,980 shares 6,980 $436K 0.02% -493 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,975 shares; 2024Q4: 12,267 shares; 2025Q1: 12,331 shares; 2025Q2: 9,378 shares; 2025Q3: 8,520 shares; 2025Q4: 9,568 shares 9,568 $436K 0.02% +1,048 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 3,042 shares; 2025Q1: 3,139 shares; 2025Q2: 3,864 shares; 2025Q3: 3,443 shares; 2025Q4: 3,080 shares 3,080 $436K 0.02% -363 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: 7,738 shares; 2024Q4: 7,732 shares; 2025Q1: 7,681 shares; 2025Q2: 9,325 shares; 2025Q3: 9,347 shares; 2025Q4: 9,265 shares 9,265 $434K 0.02% -82 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,074 shares; 2024Q4: 24,073 shares; 2025Q1: 24,395 shares; 2025Q2: 19,682 shares; 2025Q3: 19,496 shares; 2025Q4: 20,906 shares 20,906 $432K 0.02% +1,410 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,184 shares; 2024Q4: 4,353 shares; 2025Q1: 4,371 shares; 2025Q2: 4,715 shares; 2025Q3: 4,888 shares; 2025Q4: 4,952 shares 4,952 $431K 0.02% +64 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,257 shares; 2025Q1: 4,786 shares; 2025Q2: 4,689 shares; 2025Q3: 4,599 shares; 2025Q4: 5,547 shares 5,547 $429K 0.02% +948 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,557 shares; 2025Q2: 1,846 shares; 2025Q3: 1,771 shares; 2025Q4: 1,891 shares 1,891 $428K 0.02% +120 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: 720 shares; 2024Q4: 636 shares; 2025Q1: 361 shares; 2025Q2: 506 shares; 2025Q3: 486 shares; 2025Q4: 553 shares 553 $427K 0.02% +67 Timeline AEVA AEVA TECHNOLOGIES INC More: the full row for AEVA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,110 shares; 2025Q4: 32,110 shares 32,110 $426K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,771 shares 8,771 $426K 0.02% new 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: 3,614 shares; 2024Q4: 3,614 shares; 2025Q1: 4,091 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 4,594 shares 4,594 $424K 0.02% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,925 shares; 2024Q4: 7,479 shares; 2025Q1: 6,918 shares; 2025Q2: 7,261 shares; 2025Q3: 7,234 shares; 2025Q4: 7,818 shares 7,818 $423K 0.02% +584 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 194 shares 194 $416K 0.02% +2 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 9,362 shares; 2025Q1: 9,071 shares; 2025Q2: 11,054 shares; 2025Q3: 10,715 shares; 2025Q4: 10,807 shares 10,807 $415K 0.02% +92 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,744 shares; 2024Q4: 43,796 shares; 2025Q1: 41,816 shares; 2025Q2: 40,514 shares; 2025Q3: 40,033 shares; 2025Q4: 42,902 shares 42,902 $414K 0.02% +2,869 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,337 shares; 2024Q4: 9,629 shares; 2025Q1: 9,709 shares; 2025Q2: 7,772 shares; 2025Q3: 7,634 shares; 2025Q4: 7,752 shares 7,752 $410K 0.02% +118 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,882 shares; 2025Q1: 2,207 shares; 2025Q2: 2,260 shares; 2025Q3: 2,168 shares; 2025Q4: 1,833 shares 1,833 $409K 0.02% -335 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: 5,958 shares; 2024Q4: 5,093 shares; 2025Q1: 5,043 shares; 2025Q2: 4,678 shares; 2025Q3: 4,525 shares; 2025Q4: 4,797 shares 4,797 $409K 0.02% +272 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $408K 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,486 shares; 2024Q4: 1,694 shares; 2025Q1: 1,707 shares; 2025Q2: 1,845 shares; 2025Q3: 1,856 shares; 2025Q4: 1,975 shares 1,975 $401K 0.02% +119 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,538 shares; 2025Q3: 1,417 shares; 2025Q4: 1,453 shares 1,453 $400K 0.02% +36 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 5,884 shares; 2025Q1: 5,884 shares; 2025Q2: 5,884 shares; 2025Q3: 7,478 shares; 2025Q4: 7,529 shares 7,529 $398K 0.02% +51 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 2,052 shares; 2025Q1: 1,934 shares; 2025Q2: 1,917 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares 1,920 $396K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,218 shares; 2025Q1: 2,046 shares; 2025Q2: 2,070 shares; 2025Q3: 2,073 shares; 2025Q4: 1,950 shares 1,950 $396K 0.02% -123 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: not reported; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 326 shares 326 $395K 0.02% +7 CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,434 shares; 2025Q1: 1,452 shares; 2025Q2: 1,498 shares; 2025Q3: 1,493 shares; 2025Q4: 1,573 shares 1,573 $395K 0.02% +80 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: 8,182 shares; 2024Q4: 8,681 shares; 2025Q1: 10,445 shares; 2025Q2: 7,962 shares; 2025Q3: 9,386 shares; 2025Q4: 10,755 shares 10,755 $394K 0.02% +1,369 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,893 shares; 2025Q1: 2,071 shares; 2025Q2: 2,388 shares; 2025Q3: 2,363 shares; 2025Q4: 2,418 shares 2,418 $394K 0.02% +55 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: 8,321 shares; 2024Q4: 8,190 shares; 2025Q1: 7,528 shares; 2025Q2: 7,528 shares; 2025Q3: 7,528 shares; 2025Q4: 7,162 shares 7,162 $392K 0.02% -366 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: 20,055 shares; 2024Q4: 20,384 shares; 2025Q1: 20,889 shares; 2025Q2: 17,789 shares; 2025Q3: 17,976 shares; 2025Q4: 17,557 shares 17,557 $391K 0.02% -419 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 1,646 shares; 2025Q1: 1,576 shares; 2025Q2: 1,419 shares; 2025Q3: 1,374 shares; 2025Q4: 1,347 shares 1,347 $388K 0.02% -27 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares 3,460 $387K 0.02% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,025 shares; 2024Q4: 6,689 shares; 2025Q1: 5,957 shares; 2025Q2: 5,883 shares; 2025Q3: 5,358 shares; 2025Q4: 4,327 shares 4,327 $385K 0.02% -1,031 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 4,794 shares; 2025Q1: 4,465 shares; 2025Q2: 4,784 shares; 2025Q3: 4,398 shares; 2025Q4: 4,871 shares 4,871 $384K 0.02% +473 Timeline JPIE 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: not reported; 2025Q3: 8,260 shares; 2025Q4: 8,260 shares 8,260 $382K 0.02% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 5,319 shares; 2025Q1: 4,920 shares; 2025Q2: 4,788 shares; 2025Q3: 4,859 shares; 2025Q4: 4,168 shares 4,168 $378K 0.02% -691 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,227 shares; 2024Q4: 8,227 shares; 2025Q1: 8,686 shares; 2025Q2: 8,686 shares; 2025Q3: 8,613 shares; 2025Q4: 8,662 shares 8,662 $377K 0.02% +49 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: 1,784 shares; 2025Q4: 2,180 shares 2,180 $376K 0.02% +396 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 6,406 shares; 2025Q1: 7,282 shares; 2025Q2: 7,290 shares; 2025Q3: 6,805 shares; 2025Q4: 6,987 shares 6,987 $375K 0.02% +182 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,581 shares; 2024Q4: 17,163 shares; 2025Q1: 16,891 shares; 2025Q2: 17,158 shares; 2025Q3: 5,067 shares; 2025Q4: 4,722 shares 4,722 $373K 0.02% -345 Timeline