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: 842,162 shares; 2024Q4: 958,349 shares; 2025Q1: 997,825 shares; 2025Q2: 950,182 shares; 2025Q3: 985,960 shares; 2025Q4: 1,764,425 shares 1,764,425 $350M 6.29% +778,465 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,201 shares; 2024Q4: 679,765 shares; 2025Q1: 880,386 shares; 2025Q2: 1,099,078 shares; 2025Q3: 1,500,493 shares; 2025Q4: 1,753,381 shares 1,753,381 $327M 5.87% +252,888 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: 2,719,885 shares; 2024Q4: 2,881,182 shares; 2025Q1: 3,190,711 shares; 2025Q2: 3,328,573 shares; 2025Q3: 3,487,855 shares; 2025Q4: 6,444,572 shares 6,444,572 $293M 5.25% +2,956,717 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: 960,518 shares; 2024Q4: 995,986 shares; 2025Q1: 1,019,904 shares; 2025Q2: 1,031,275 shares; 2025Q3: 1,030,720 shares; 2025Q4: 974,177 shares 974,177 $244M 4.37% -56,543 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: 3,545,676 shares; 2024Q4: 3,729,095 shares; 2025Q1: 3,877,740 shares; 2025Q2: 4,084,092 shares; 2025Q3: 4,300,563 shares; 2025Q4: 4,653,452 shares 4,653,452 $230M 4.13% +352,889 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087,209 shares; 2024Q4: 2,156,665 shares; 2025Q1: 2,170,568 shares; 2025Q2: 2,256,378 shares; 2025Q3: 2,336,613 shares; 2025Q4: 2,429,096 shares 2,429,096 $194M 3.47% +92,483 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: 440,763 shares; 2024Q4: 454,544 shares; 2025Q1: 495,101 shares; 2025Q2: 592,479 shares; 2025Q3: 602,915 shares; 2025Q4: 620,346 shares 620,346 $169M 3.03% +17,431 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: 2,474,894 shares; 2024Q4: 2,635,288 shares; 2025Q1: 2,762,034 shares; 2025Q2: 2,730,157 shares; 2025Q3: 2,881,660 shares; 2025Q4: 3,058,248 shares 3,058,248 $142M 2.56% +176,588 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: 1,584,275 shares; 2024Q4: 1,653,265 shares; 2025Q1: 1,713,962 shares; 2025Q2: 1,818,826 shares; 2025Q3: 1,871,231 shares; 2025Q4: 1,928,740 shares 1,928,740 $138M 2.47% +57,509 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: 1,625,618 shares; 2024Q4: 1,650,434 shares; 2025Q1: 1,698,418 shares; 2025Q2: 1,758,294 shares; 2025Q3: 1,766,844 shares; 2025Q4: 1,941,744 shares 1,941,744 $131M 2.34% +174,900 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184,341 shares; 2024Q4: 1,229,252 shares; 2025Q1: 1,249,562 shares; 2025Q2: 1,288,855 shares; 2025Q3: 1,323,030 shares; 2025Q4: 1,370,668 shares 1,370,668 $115M 2.06% +47,638 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: 188,263 shares; 2024Q4: 191,443 shares; 2025Q1: 198,941 shares; 2025Q2: 208,507 shares; 2025Q3: 227,352 shares; 2025Q4: 229,603 shares 229,603 $111M 1.99% +2,251 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: 1,759,499 shares; 2024Q4: 1,839,267 shares; 2025Q1: 1,858,815 shares; 2025Q2: 1,824,444 shares; 2025Q3: 1,834,355 shares; 2025Q4: 1,807,792 shares 1,807,792 $90.2M 1.62% -26,563 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737,038 shares; 2024Q4: 2,850,416 shares; 2025Q1: 3,004,022 shares; 2025Q2: 3,145,151 shares; 2025Q3: 3,310,477 shares; 2025Q4: 3,522,304 shares 3,522,304 $89.2M 1.6% +211,827 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: 77,302 shares; 2024Q4: 83,468 shares; 2025Q1: 84,062 shares; 2025Q2: 89,829 shares; 2025Q3: 104,570 shares; 2025Q4: 106,942 shares 106,942 $70.6M 1.27% +2,372 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: 175,873 shares; 2024Q4: 181,727 shares; 2025Q1: 200,562 shares; 2025Q2: 213,208 shares; 2025Q3: 265,964 shares; 2025Q4: 295,078 shares 295,078 $68.1M 1.22% +29,114 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: 92,771 shares; 2024Q4: 89,942 shares; 2025Q1: 91,495 shares; 2025Q2: 97,956 shares; 2025Q3: 96,673 shares; 2025Q4: 98,688 shares 98,688 $67.3M 1.21% +2,015 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: 283,987 shares; 2024Q4: 284,417 shares; 2025Q1: 292,724 shares; 2025Q2: 349,987 shares; 2025Q3: 346,440 shares; 2025Q4: 342,402 shares 342,402 $65.4M 1.17% -4,038 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906,854 shares; 2024Q4: 964,855 shares; 2025Q1: 980,132 shares; 2025Q2: 1,012,783 shares; 2025Q3: 1,047,642 shares; 2025Q4: 1,106,747 shares 1,106,747 $65M 1.17% +59,105 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,628 shares; 2024Q4: 527,225 shares; 2025Q1: 558,746 shares; 2025Q2: 578,543 shares; 2025Q3: 594,022 shares; 2025Q4: 612,414 shares 612,414 $57.5M 1.03% +18,392 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: 748,107 shares; 2024Q4: 838,833 shares; 2025Q1: 869,542 shares; 2025Q2: 910,398 shares; 2025Q3: 898,707 shares; 2025Q4: 908,989 shares 908,989 $56.8M 1.02% +10,282 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: 846,284 shares; 2024Q4: 858,363 shares; 2025Q1: 888,370 shares; 2025Q2: 922,479 shares; 2025Q3: 906,255 shares; 2025Q4: 918,385 shares 918,385 $54.7M 0.98% +12,130 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: 95,238 shares; 2024Q4: 100,229 shares; 2025Q1: 146,928 shares; 2025Q2: 140,610 shares; 2025Q3: 158,167 shares; 2025Q4: 151,433 shares 151,433 $47.5M 0.85% -6,734 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,615 shares; 2025Q4: 723,464 shares 723,464 $42.4M 0.76% +718,849 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,445 shares; 2024Q4: 265,788 shares; 2025Q1: 293,428 shares; 2025Q2: 329,958 shares; 2025Q3: 361,072 shares; 2025Q4: 394,769 shares 394,769 $40.3M 0.72% +33,697 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: 389,682 shares; 2024Q4: 371,960 shares; 2025Q1: 381,335 shares; 2025Q2: 387,069 shares; 2025Q3: 402,241 shares; 2025Q4: 429,304 shares 429,304 $38M 0.68% +27,063 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: 293,315 shares; 2024Q4: 372,106 shares; 2025Q1: 415,462 shares; 2025Q2: 429,952 shares; 2025Q3: 442,297 shares; 2025Q4: 463,944 shares 463,944 $35.7M 0.64% +21,647 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,918 shares; 2024Q4: 589,540 shares; 2025Q1: 641,899 shares; 2025Q2: 698,854 shares; 2025Q3: 728,102 shares; 2025Q4: 777,154 shares 777,154 $35.4M 0.63% +49,052 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,767 shares; 2024Q4: 64,393 shares; 2025Q1: 58,915 shares; 2025Q2: 68,902 shares; 2025Q3: 65,823 shares; 2025Q4: 77,747 shares 77,747 $35M 0.63% +11,924 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: 35,649 shares; 2024Q4: 36,258 shares; 2025Q1: 66,084 shares; 2025Q2: 81,019 shares; 2025Q3: 87,771 shares; 2025Q4: 94,293 shares 94,293 $32.6M 0.59% +6,522 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,990 shares; 2024Q4: 686,129 shares; 2025Q1: 712,534 shares; 2025Q2: 1,090,452 shares; 2025Q3: 1,075,445 shares; 2025Q4: 1,130,533 shares 1,130,533 $30.4M 0.55% +55,088 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: 213,281 shares; 2024Q4: 217,513 shares; 2025Q1: 218,687 shares; 2025Q2: 214,963 shares; 2025Q3: 214,060 shares; 2025Q4: 211,317 shares 211,317 $30.3M 0.54% -2,743 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,674 shares; 2024Q4: 754,475 shares; 2025Q1: 734,756 shares; 2025Q2: 725,156 shares; 2025Q3: 716,143 shares; 2025Q4: 715,356 shares 715,356 $28.3M 0.51% -787 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: 119,061 shares; 2024Q4: 115,912 shares; 2025Q1: 123,224 shares; 2025Q2: 132,699 shares; 2025Q3: 132,274 shares; 2025Q4: 130,954 shares 130,954 $27.7M 0.5% -1,320 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: 397,376 shares; 2024Q4: 829,109 shares; 2025Q1: 965,070 shares; 2025Q2: 955,803 shares; 2025Q3: 1,057,450 shares; 2025Q4: 1,152,306 shares 1,152,306 $27.7M 0.5% +94,856 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: 52,194 shares; 2024Q4: 54,228 shares; 2025Q1: 62,570 shares; 2025Q2: 63,051 shares; 2025Q3: 88,766 shares; 2025Q4: 80,459 shares 80,459 $27M 0.48% -8,307 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: 289,266 shares; 2024Q4: 295,067 shares; 2025Q1: 290,948 shares; 2025Q2: 282,864 shares; 2025Q3: 283,859 shares; 2025Q4: 282,078 shares 282,078 $26.8M 0.48% -1,781 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: 22,727 shares; 2024Q4: 26,843 shares; 2025Q1: 61,529 shares; 2025Q2: 68,405 shares; 2025Q3: 75,686 shares; 2025Q4: 81,399 shares 81,399 $26.2M 0.47% +5,713 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: not reported; 2025Q1: 73,282 shares; 2025Q2: 708,946 shares; 2025Q3: 688,403 shares; 2025Q4: 669,656 shares 669,656 $25.5M 0.46% -18,747 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: 67,036 shares; 2024Q4: 71,539 shares; 2025Q1: 70,814 shares; 2025Q2: 76,355 shares; 2025Q3: 79,218 shares; 2025Q4: 77,360 shares 77,360 $24.2M 0.43% -1,858 Timeline IWC 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: 102,235 shares; 2024Q4: 102,483 shares; 2025Q1: 114,362 shares; 2025Q2: 146,444 shares; 2025Q3: 145,805 shares; 2025Q4: 146,016 shares 146,016 $23M 0.41% +211 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,029 shares; 2024Q4: 307,677 shares; 2025Q1: 299,415 shares; 2025Q2: 317,697 shares; 2025Q3: 322,275 shares; 2025Q4: 323,700 shares 323,700 $22.6M 0.4% +1,425 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061,134 shares; 2024Q4: 1,093,365 shares; 2025Q1: 1,075,906 shares; 2025Q2: 1,117,589 shares; 2025Q3: 1,121,163 shares; 2025Q4: 1,187,858 shares 1,187,858 $21.6M 0.39% +66,695 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,673 shares; 2024Q4: 69,940 shares; 2025Q1: 70,717 shares; 2025Q2: 72,709 shares; 2025Q3: 83,092 shares; 2025Q4: 85,758 shares 85,758 $21.5M 0.39% +2,666 Timeline MGK 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: 36,144 shares; 2024Q4: 38,706 shares; 2025Q1: 39,885 shares; 2025Q2: 41,381 shares; 2025Q3: 48,651 shares; 2025Q4: 49,576 shares 49,576 $20.5M 0.37% +925 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,247 shares; 2024Q4: 62,657 shares; 2025Q1: 70,970 shares; 2025Q2: 107,518 shares; 2025Q3: 103,917 shares; 2025Q4: 106,121 shares 106,121 $20.3M 0.36% +2,204 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: 39,067 shares; 2024Q4: 44,787 shares; 2025Q1: 312,270 shares; 2025Q2: 322,451 shares; 2025Q3: 325,933 shares; 2025Q4: 344,671 shares 344,671 $19.9M 0.36% +18,738 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: 39,451 shares; 2024Q4: 42,571 shares; 2025Q1: 191,802 shares; 2025Q2: 226,945 shares; 2025Q3: 173,644 shares; 2025Q4: 176,554 shares 176,554 $19.7M 0.35% +2,910 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: 31,522 shares; 2024Q4: 31,170 shares; 2025Q1: 30,210 shares; 2025Q2: 31,317 shares; 2025Q3: 23,197 shares; 2025Q4: 22,349 shares 22,349 $19.3M 0.35% -848 Timeline VNQI 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: 303,896 shares; 2024Q4: 328,136 shares; 2025Q1: 352,859 shares; 2025Q2: 374,205 shares; 2025Q3: 389,705 shares; 2025Q4: 418,381 shares 418,381 $19.2M 0.34% +28,676 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: not reported; 2024Q4: not reported; 2025Q1: 28,997 shares; 2025Q2: 33,728 shares; 2025Q3: 36,271 shares; 2025Q4: 37,653 shares 37,653 $18.9M 0.34% +1,382 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: 3,112 shares; 2024Q4: 7,177 shares; 2025Q1: 126,592 shares; 2025Q2: 132,629 shares; 2025Q3: 155,519 shares; 2025Q4: 162,971 shares 162,971 $18.9M 0.34% +7,452 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: 108,045 shares; 2024Q4: 117,375 shares; 2025Q1: 137,953 shares; 2025Q2: 141,348 shares; 2025Q3: 161,867 shares; 2025Q4: 163,118 shares 163,118 $18.6M 0.33% +1,251 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,346 shares; 2024Q4: 392,218 shares; 2025Q1: 390,907 shares; 2025Q2: 386,763 shares; 2025Q3: 402,502 shares; 2025Q4: 409,247 shares 409,247 $18.4M 0.33% +6,745 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,891 shares; 2024Q4: 196,070 shares; 2025Q1: 190,663 shares; 2025Q2: 173,838 shares; 2025Q3: 173,177 shares; 2025Q4: 173,830 shares 173,830 $17.8M 0.32% +653 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: 1,573 shares; 2024Q4: 1,722 shares; 2025Q1: 32,576 shares; 2025Q2: 35,862 shares; 2025Q3: 35,272 shares; 2025Q4: 34,158 shares 34,158 $17.4M 0.31% -1,114 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: 68,233 shares; 2024Q4: 66,590 shares; 2025Q1: 73,230 shares; 2025Q2: 65,885 shares; 2025Q3: 73,407 shares; 2025Q4: 84,003 shares 84,003 $17.4M 0.31% +10,596 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: 20,794 shares; 2024Q4: 23,642 shares; 2025Q1: 22,590 shares; 2025Q2: 22,702 shares; 2025Q3: 26,875 shares; 2025Q4: 28,078 shares 28,078 $17.2M 0.31% +1,203 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: 54,456 shares; 2024Q4: 54,183 shares; 2025Q1: 53,446 shares; 2025Q2: 53,468 shares; 2025Q3: 54,378 shares; 2025Q4: 53,246 shares 53,246 $16.8M 0.3% -1,132 Timeline MGV 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: 92,843 shares; 2024Q4: 96,384 shares; 2025Q1: 101,675 shares; 2025Q2: 100,663 shares; 2025Q3: 113,170 shares; 2025Q4: 118,512 shares 118,512 $16.7M 0.3% +5,342 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: 13,331 shares; 2024Q4: 14,494 shares; 2025Q1: 20,433 shares; 2025Q2: 21,944 shares; 2025Q3: 25,783 shares; 2025Q4: 26,405 shares 26,405 $16.6M 0.3% +622 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,454 shares; 2024Q4: 569,208 shares; 2025Q1: 573,292 shares; 2025Q2: 606,409 shares; 2025Q3: 601,722 shares; 2025Q4: 605,433 shares 605,433 $16.6M 0.3% +3,711 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,218 shares; 2024Q4: 256,339 shares; 2025Q1: 251,698 shares; 2025Q2: 251,255 shares; 2025Q3: 248,780 shares; 2025Q4: 248,081 shares 248,081 $16.1M 0.29% -699 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: 7,271 shares; 2024Q4: 7,363 shares; 2025Q1: 12,860 shares; 2025Q2: 13,747 shares; 2025Q3: 14,588 shares; 2025Q4: 14,879 shares 14,879 $16M 0.29% +291 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: 7,441 shares; 2024Q4: 10,624 shares; 2025Q1: 44,352 shares; 2025Q2: 48,474 shares; 2025Q3: 53,950 shares; 2025Q4: 53,798 shares 53,798 $15.9M 0.29% -152 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: 248,934 shares; 2024Q4: 254,053 shares; 2025Q1: 276,800 shares; 2025Q2: 295,512 shares; 2025Q3: 294,229 shares; 2025Q4: 292,666 shares 292,666 $15.7M 0.28% -1,563 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: 563,307 shares; 2024Q4: 588,477 shares; 2025Q1: 653,554 shares; 2025Q2: 662,657 shares; 2025Q3: 721,565 shares; 2025Q4: 467,279 shares 467,279 $15.3M 0.27% -254,286 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: 87,573 shares; 2024Q4: 92,819 shares; 2025Q1: 98,426 shares; 2025Q2: 101,760 shares; 2025Q3: 111,945 shares; 2025Q4: 126,408 shares 126,408 $15.2M 0.27% +14,463 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: 15,449 shares; 2024Q4: 15,132 shares; 2025Q1: 18,534 shares; 2025Q2: 18,843 shares; 2025Q3: 21,565 shares; 2025Q4: 21,634 shares 21,634 $14.8M 0.27% +69 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: 204,918 shares; 2024Q4: 402,867 shares; 2025Q1: 430,514 shares; 2025Q2: 455,753 shares; 2025Q3: 461,940 shares; 2025Q4: 513,395 shares 513,395 $14.6M 0.26% +51,455 Timeline HYMB 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: 560,119 shares; 2024Q4: 586,856 shares; 2025Q1: 578,953 shares; 2025Q2: 549,509 shares; 2025Q3: 576,876 shares; 2025Q4: 585,312 shares 585,312 $14.6M 0.26% +8,436 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: 7,637 shares; 2024Q4: 10,641 shares; 2025Q1: 109,466 shares; 2025Q2: 108,034 shares; 2025Q3: 90,156 shares; 2025Q4: 87,615 shares 87,615 $14.1M 0.25% -2,541 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: 53,596 shares; 2024Q4: 53,053 shares; 2025Q1: 53,160 shares; 2025Q2: 56,566 shares; 2025Q3: 55,597 shares; 2025Q4: 53,725 shares 53,725 $13.9M 0.25% -1,872 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: 13,564 shares; 2024Q4: 10,630 shares; 2025Q1: 64,833 shares; 2025Q2: 70,309 shares; 2025Q3: 62,230 shares; 2025Q4: 50,376 shares 50,376 $13M 0.23% -11,854 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: 21,345 shares; 2024Q4: 24,868 shares; 2025Q1: 29,692 shares; 2025Q2: 30,963 shares; 2025Q3: 33,250 shares; 2025Q4: 35,452 shares 35,452 $12.4M 0.22% +2,202 Timeline VOE 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: 47,179 shares; 2024Q4: 51,555 shares; 2025Q1: 57,664 shares; 2025Q2: 62,564 shares; 2025Q3: 69,632 shares; 2025Q4: 70,003 shares 70,003 $12.4M 0.22% +371 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: 253,788 shares; 2024Q4: 253,812 shares; 2025Q1: 257,404 shares; 2025Q2: 260,921 shares; 2025Q3: 267,417 shares; 2025Q4: 267,772 shares 267,772 $12.3M 0.22% +355 Timeline ESGE 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: 299,102 shares; 2024Q4: 297,039 shares; 2025Q1: 298,342 shares; 2025Q2: 285,073 shares; 2025Q3: 282,761 shares; 2025Q4: 277,903 shares 277,903 $12.3M 0.22% -4,858 Timeline EWX 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: 181,785 shares; 2024Q4: 184,562 shares; 2025Q1: 185,024 shares; 2025Q2: 194,041 shares; 2025Q3: 195,658 shares; 2025Q4: 183,078 shares 183,078 $12M 0.22% -12,580 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: 101,245 shares; 2024Q4: 104,832 shares; 2025Q1: 119,211 shares; 2025Q2: 119,273 shares; 2025Q3: 120,223 shares; 2025Q4: 119,535 shares 119,535 $11.9M 0.21% -688 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: 20,898 shares; 2024Q4: 21,075 shares; 2025Q1: 25,085 shares; 2025Q2: 29,804 shares; 2025Q3: 33,624 shares; 2025Q4: 55,112 shares 55,112 $11.8M 0.21% +21,488 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: 47,156 shares; 2024Q4: 48,986 shares; 2025Q1: 134,625 shares; 2025Q2: 137,684 shares; 2025Q3: 138,058 shares; 2025Q4: 133,676 shares 133,676 $11.7M 0.21% -4,382 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: 78,823 shares; 2025Q1: 28,561 shares; 2025Q2: 24,404 shares; 2025Q3: 69,549 shares; 2025Q4: 67,776 shares 67,776 $11.6M 0.21% -1,773 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: 138,389 shares; 2024Q4: 401,608 shares; 2025Q1: 395,098 shares; 2025Q2: 390,508 shares; 2025Q3: 386,984 shares; 2025Q4: 383,747 shares 383,747 $11.4M 0.2% -3,237 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND 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: 201,299 shares; 2025Q2: 201,299 shares; 2025Q3: 201,298 shares; 2025Q4: 198,399 shares 198,399 $11.2M 0.2% -2,899 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: 744 shares; 2024Q4: 905 shares; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 25,490 shares; 2025Q4: 26,484 shares 26,484 $11.2M 0.2% +994 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: 67,351 shares; 2024Q4: 74,223 shares; 2025Q1: 95,887 shares; 2025Q2: 101,971 shares; 2025Q3: 94,700 shares; 2025Q4: 92,113 shares 92,113 $11.1M 0.2% -2,587 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: 99,807 shares; 2024Q4: 100,994 shares; 2025Q1: 63,462 shares; 2025Q2: 55,834 shares; 2025Q3: 56,148 shares; 2025Q4: 56,553 shares 56,553 $11M 0.2% +405 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: 178,645 shares; 2024Q4: 200,874 shares; 2025Q1: 331,469 shares; 2025Q2: 332,242 shares; 2025Q3: 390,744 shares; 2025Q4: 435,024 shares 435,024 $10.8M 0.19% +44,280 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,267 shares; 2024Q4: 253,286 shares; 2025Q1: 256,703 shares; 2025Q2: 256,110 shares; 2025Q3: 263,816 shares; 2025Q4: 271,862 shares 271,862 $10.6M 0.19% +8,046 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: 75,548 shares; 2024Q4: 77,885 shares; 2025Q1: 73,891 shares; 2025Q2: 75,798 shares; 2025Q3: 74,150 shares; 2025Q4: 73,970 shares 73,970 $10.6M 0.19% -180 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: 82,161 shares; 2024Q4: 74,332 shares; 2025Q1: 67,940 shares; 2025Q2: 61,182 shares; 2025Q3: 82,158 shares; 2025Q4: 83,452 shares 83,452 $10.5M 0.19% +1,294 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: 14,742 shares; 2024Q4: 9,097 shares; 2025Q1: 9,369 shares; 2025Q2: 10,664 shares; 2025Q3: 11,570 shares; 2025Q4: 112,013 shares 112,013 $10.5M 0.19% +100,443 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: 136,785 shares; 2024Q4: 142,167 shares; 2025Q1: 61,118 shares; 2025Q2: 51,612 shares; 2025Q3: 78,494 shares; 2025Q4: 84,484 shares 84,484 $10.4M 0.19% +5,990 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,596 shares; 2024Q4: 25,004 shares; 2025Q1: 29,205 shares; 2025Q2: 31,567 shares; 2025Q3: 34,814 shares; 2025Q4: 35,940 shares 35,940 $10M 0.18% +1,126 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: 28,480 shares; 2024Q4: 28,156 shares; 2025Q1: 27,480 shares; 2025Q2: 28,604 shares; 2025Q3: 29,161 shares; 2025Q4: 28,148 shares 28,148 $9.85M 0.18% -1,013 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: 9,812 shares; 2024Q4: 10,492 shares; 2025Q1: 12,875 shares; 2025Q2: 14,315 shares; 2025Q3: 14,356 shares; 2025Q4: 16,799 shares 16,799 $9.62M 0.17% +2,443 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: 6,913 shares; 2024Q4: 8,984 shares; 2025Q1: 70,237 shares; 2025Q2: 66,520 shares; 2025Q3: 40,612 shares; 2025Q4: 35,469 shares 35,469 $9.62M 0.17% -5,143 Timeline DWX 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: 219,104 shares; 2024Q4: 222,898 shares; 2025Q1: 223,742 shares; 2025Q2: 214,955 shares; 2025Q3: 214,407 shares; 2025Q4: 216,919 shares 216,919 $9.53M 0.17% +2,512 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,919 shares; 2024Q4: 58,547 shares; 2025Q1: 58,092 shares; 2025Q2: 64,424 shares; 2025Q3: 63,876 shares; 2025Q4: 62,473 shares 62,473 $9.31M 0.17% -1,403 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: 3,893 shares; 2024Q4: 4,869 shares; 2025Q1: 50,124 shares; 2025Q2: 57,005 shares; 2025Q3: 57,719 shares; 2025Q4: 59,786 shares 59,786 $9.18M 0.16% +2,067 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: 3,338 shares; 2024Q4: 3,627 shares; 2025Q1: 1,616 shares; 2025Q2: 1,413 shares; 2025Q3: 2,499 shares; 2025Q4: 2,669 shares 2,669 $9.05M 0.16% +170 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,701 shares; 2024Q4: 231,142 shares; 2025Q1: 225,756 shares; 2025Q2: 198,224 shares; 2025Q3: 199,817 shares; 2025Q4: 197,812 shares 197,812 $8.94M 0.16% -2,005 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: 4,273 shares; 2024Q4: 5,075 shares; 2025Q1: 3,197 shares; 2025Q2: 17,557 shares; 2025Q3: 30,737 shares; 2025Q4: 29,621 shares 29,621 $8.45M 0.15% -1,116 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: 28,070 shares; 2024Q4: 31,801 shares; 2025Q1: 10,590 shares; 2025Q2: 8,424 shares; 2025Q3: 10,009 shares; 2025Q4: 10,284 shares 10,284 $8.44M 0.15% +275 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: 55,591 shares; 2025Q4: 48,461 shares 48,461 $8.35M 0.15% -7,130 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: 11,522 shares; 2024Q4: 17,451 shares; 2025Q1: 33,018 shares; 2025Q2: 38,104 shares; 2025Q3: 43,137 shares; 2025Q4: 45,472 shares 45,472 $8.34M 0.15% +2,335 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: 78,933 shares; 2024Q4: 85,095 shares; 2025Q1: 39,026 shares; 2025Q2: 33,152 shares; 2025Q3: 33,374 shares; 2025Q4: 36,207 shares 36,207 $8.27M 0.15% +2,833 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: 52,846 shares; 2024Q4: 51,789 shares; 2025Q1: 47,559 shares; 2025Q2: 49,955 shares; 2025Q3: 54,121 shares; 2025Q4: 53,944 shares 53,944 $8.22M 0.15% -177 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,540 shares; 2024Q4: 134,356 shares; 2025Q1: 131,040 shares; 2025Q2: 156,236 shares; 2025Q3: 172,645 shares; 2025Q4: 178,471 shares 178,471 $8.19M 0.15% +5,826 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,900 shares; 2025Q2: 72,203 shares; 2025Q3: 67,988 shares; 2025Q4: 72,785 shares 72,785 $8.14M 0.15% +4,797 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: 10,716 shares; 2024Q4: 10,647 shares; 2025Q1: 92,439 shares; 2025Q2: 91,487 shares; 2025Q3: 51,774 shares; 2025Q4: 44,929 shares 44,929 $7.79M 0.14% -6,845 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,994 shares; 2025Q1: 67,235 shares; 2025Q2: 72,087 shares; 2025Q3: 69,172 shares; 2025Q4: 68,998 shares 68,998 $7.74M 0.14% -174 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: 16,633 shares; 2024Q4: 18,027 shares; 2025Q1: 17,783 shares; 2025Q2: 18,717 shares; 2025Q3: 19,417 shares; 2025Q4: 22,393 shares 22,393 $7.71M 0.14% +2,976 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,335 shares; 2024Q4: 155,697 shares; 2025Q1: 136,266 shares; 2025Q2: 139,738 shares; 2025Q3: 142,299 shares; 2025Q4: 159,329 shares 159,329 $7.65M 0.14% +17,030 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: 4,400 shares; 2024Q4: not reported; 2025Q1: 37,478 shares; 2025Q2: 39,075 shares; 2025Q3: 71,714 shares; 2025Q4: 76,217 shares 76,217 $7.61M 0.14% +4,503 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 4,256 shares; 2025Q1: 6,210 shares; 2025Q2: 7,886 shares; 2025Q3: 21,151 shares; 2025Q4: 22,269 shares 22,269 $7.09M 0.13% +1,118 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,490 shares; 2024Q4: 228,763 shares; 2025Q1: 203,001 shares; 2025Q2: 209,119 shares; 2025Q3: 213,352 shares; 2025Q4: 206,531 shares 206,531 $6.98M 0.13% -6,821 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,430 shares; 2024Q4: 9,597 shares; 2025Q1: 15,891 shares; 2025Q2: 17,022 shares; 2025Q3: 41,053 shares; 2025Q4: 40,480 shares 40,480 $6.92M 0.12% -573 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 119,254 shares 119,254 $6.56M 0.12% new 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: 8,856 shares; 2024Q4: 9,925 shares; 2025Q1: 11,655 shares; 2025Q2: 13,972 shares; 2025Q3: 17,147 shares; 2025Q4: 20,592 shares 20,592 $6.26M 0.11% +3,445 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: 100,659 shares; 2024Q4: 106,662 shares; 2025Q1: 121,989 shares; 2025Q2: 127,729 shares; 2025Q3: 227,868 shares; 2025Q4: 258,668 shares 258,668 $6.21M 0.11% +30,800 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: 59,989 shares; 2024Q4: 67,341 shares; 2025Q1: 21,919 shares; 2025Q2: 19,420 shares; 2025Q3: 25,286 shares; 2025Q4: 24,011 shares 24,011 $6.17M 0.11% -1,275 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: 119,637 shares; 2024Q4: 118,918 shares; 2025Q1: 112,732 shares; 2025Q2: 137,433 shares; 2025Q3: 123,627 shares; 2025Q4: 120,324 shares 120,324 $6.15M 0.11% -3,303 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: 75,403 shares; 2024Q4: 87,530 shares; 2025Q1: 113,199 shares; 2025Q2: 115,188 shares; 2025Q3: 111,063 shares; 2025Q4: 111,344 shares 111,344 $6.12M 0.11% +281 Timeline VSGX 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: 76,687 shares; 2024Q4: 72,456 shares; 2025Q1: 72,534 shares; 2025Q2: 75,283 shares; 2025Q3: 78,985 shares; 2025Q4: 84,453 shares 84,453 $6.05M 0.11% +5,468 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: 4,320 shares; 2024Q4: 4,223 shares; 2025Q1: 14,400 shares; 2025Q2: 15,151 shares; 2025Q3: 15,949 shares; 2025Q4: 19,240 shares 19,240 $5.93M 0.11% +3,291 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,775 shares; 2025Q4: 16,492 shares 16,492 $5.89M 0.11% +2,717 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,174 shares; 2024Q4: 93,519 shares; 2025Q1: 121,082 shares; 2025Q2: 120,000 shares; 2025Q3: 225,116 shares; 2025Q4: 223,489 shares 223,489 $5.86M 0.11% -1,627 Timeline DEM 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: 117,283 shares; 2024Q4: 124,273 shares; 2025Q1: 122,891 shares; 2025Q2: 125,718 shares; 2025Q3: 126,274 shares; 2025Q4: 124,743 shares 124,743 $5.83M 0.1% -1,531 Timeline SPSB 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: 199,475 shares; 2024Q4: 249,956 shares; 2025Q1: 225,916 shares; 2025Q2: 212,799 shares; 2025Q3: 191,495 shares; 2025Q4: 192,116 shares 192,116 $5.8M 0.1% +621 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,300 shares; 2025Q1: 8,011 shares; 2025Q2: 6,421 shares; 2025Q3: 6,273 shares; 2025Q4: 5,410 shares 5,410 $5.79M 0.1% -863 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: 6,613 shares; 2024Q4: 6,624 shares; 2025Q1: 14,321 shares; 2025Q2: 9,971 shares; 2025Q3: 10,066 shares; 2025Q4: 11,613 shares 11,613 $5.67M 0.1% +1,547 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,102 shares; 2024Q4: 55,395 shares; 2025Q1: 53,980 shares; 2025Q2: 51,092 shares; 2025Q3: 52,105 shares; 2025Q4: 52,757 shares 52,757 $5.63M 0.1% +652 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: 3,280 shares; 2024Q4: 3,330 shares; 2025Q1: 25,032 shares; 2025Q2: 25,314 shares; 2025Q3: 30,924 shares; 2025Q4: 27,083 shares 27,083 $5.5M 0.1% -3,841 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: 14,317 shares; 2024Q4: 13,726 shares; 2025Q1: 17,100 shares; 2025Q2: 17,325 shares; 2025Q3: 17,486 shares; 2025Q4: 17,955 shares 17,955 $5.49M 0.1% +469 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: 44,890 shares; 2025Q1: 46,111 shares; 2025Q2: 48,428 shares; 2025Q3: 44,911 shares; 2025Q4: 41,474 shares 41,474 $5.43M 0.1% -3,437 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: 53,449 shares; 2024Q4: 52,471 shares; 2025Q1: 53,628 shares; 2025Q2: 48,371 shares; 2025Q3: 49,104 shares; 2025Q4: 49,001 shares 49,001 $5.25M 0.09% -103 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: 4,054 shares; 2024Q4: 4,932 shares; 2025Q1: 5,402 shares; 2025Q2: 6,523 shares; 2025Q3: 7,783 shares; 2025Q4: 9,058 shares 9,058 $5.17M 0.09% +1,275 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: 8,160 shares; 2024Q4: 8,016 shares; 2025Q1: 15,407 shares; 2025Q2: 17,444 shares; 2025Q3: 14,702 shares; 2025Q4: 13,949 shares 13,949 $5.16M 0.09% -753 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,448 shares; 2024Q4: 197,111 shares; 2025Q1: 77,664 shares; 2025Q2: 68,419 shares; 2025Q3: 59,460 shares; 2025Q4: 53,350 shares 53,350 $5.12M 0.09% -6,110 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: not reported; 2024Q4: not reported; 2025Q1: 93,212 shares; 2025Q2: 99,592 shares; 2025Q3: 112,630 shares; 2025Q4: 112,008 shares 112,008 $5.1M 0.09% -622 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: 58,581 shares; 2024Q4: 49,478 shares; 2025Q1: 35,160 shares; 2025Q2: 34,566 shares; 2025Q3: 71,750 shares; 2025Q4: 137,497 shares 137,497 $5.07M 0.09% +65,747 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,604 shares; 2025Q1: 273 shares; 2025Q2: 3,894 shares; 2025Q3: 47,068 shares; 2025Q4: 55,436 shares 55,436 $5.06M 0.09% +8,368 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 102,574 shares; 2025Q3: 218,000 shares; 2025Q4: 211,285 shares 211,285 $4.98M 0.09% -6,715 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: 25,426 shares; 2024Q4: 21,030 shares; 2025Q1: 20,692 shares; 2025Q2: 20,354 shares; 2025Q3: 20,594 shares; 2025Q4: 21,201 shares 21,201 $4.85M 0.09% +607 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: 43,403 shares; 2024Q4: 43,403 shares; 2025Q1: 45,141 shares; 2025Q2: 42,541 shares; 2025Q3: 42,541 shares; 2025Q4: 42,541 shares 42,541 $4.84M 0.09% 0 Timeline FNDE 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: 114,334 shares; 2024Q4: 118,810 shares; 2025Q1: 125,976 shares; 2025Q2: 130,135 shares; 2025Q3: 132,210 shares; 2025Q4: 129,699 shares 129,699 $4.68M 0.08% -2,511 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: 49,727 shares; 2024Q4: 50,706 shares; 2025Q1: 51,774 shares; 2025Q2: 53,263 shares; 2025Q3: 69,491 shares; 2025Q4: 73,926 shares 73,926 $4.62M 0.08% +4,435 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,895 shares; 2024Q4: 60,432 shares; 2025Q1: 57,498 shares; 2025Q2: 56,768 shares; 2025Q3: 56,060 shares; 2025Q4: 56,114 shares 56,114 $4.55M 0.08% +54 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: 17,682 shares; 2024Q4: 19,287 shares; 2025Q1: 29,763 shares; 2025Q2: 29,023 shares; 2025Q3: 31,345 shares; 2025Q4: 36,127 shares 36,127 $4.53M 0.08% +4,782 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,246 shares; 2024Q4: 63,334 shares; 2025Q1: 60,967 shares; 2025Q2: 60,730 shares; 2025Q3: 60,242 shares; 2025Q4: 60,242 shares 60,242 $4.47M 0.08% 0 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: 14,477 shares; 2024Q4: 15,982 shares; 2025Q1: 17,736 shares; 2025Q2: 17,805 shares; 2025Q3: 22,196 shares; 2025Q4: 21,506 shares 21,506 $4.42M 0.08% -690 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,812 shares; 2024Q4: 5,067 shares; 2025Q1: 1,606 shares; 2025Q2: 1,252 shares; 2025Q3: 6,066 shares; 2025Q4: 7,205 shares 7,205 $4.41M 0.08% +1,139 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 6,130 shares; 2025Q1: 25,607 shares; 2025Q2: 7,546 shares; 2025Q3: 7,546 shares; 2025Q4: 11,694 shares 11,694 $4.37M 0.08% +4,148 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,996 shares; 2024Q4: 139,400 shares; 2025Q1: 134,998 shares; 2025Q2: 120,583 shares; 2025Q3: 125,966 shares; 2025Q4: 128,692 shares 128,692 $4.3M 0.08% +2,726 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: 17,567 shares; 2024Q4: 20,036 shares; 2025Q1: 74,846 shares; 2025Q2: 72,779 shares; 2025Q3: 78,169 shares; 2025Q4: 79,540 shares 79,540 $4.29M 0.08% +1,371 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,980 shares; 2024Q4: 10,364 shares; 2025Q1: 10,919 shares; 2025Q2: 12,747 shares; 2025Q3: 14,249 shares; 2025Q4: 14,196 shares 14,196 $4.29M 0.08% -53 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,177 shares; 2025Q4: 4,699 shares 4,699 $4.26M 0.08% +522 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,718 shares; 2024Q4: 38,248 shares; 2025Q1: 13,185 shares; 2025Q2: 12,036 shares; 2025Q3: 25,174 shares; 2025Q4: 30,458 shares 30,458 $4.2M 0.08% +5,284 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: 26,955 shares; 2024Q4: 27,724 shares; 2025Q1: 31,678 shares; 2025Q2: 32,922 shares; 2025Q3: 31,702 shares; 2025Q4: 29,177 shares 29,177 $4.18M 0.08% -2,525 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: 12,985 shares; 2024Q4: 13,314 shares; 2025Q1: 11,657 shares; 2025Q2: 11,503 shares; 2025Q3: 11,993 shares; 2025Q4: 12,245 shares 12,245 $4.01M 0.07% +252 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,518 shares; 2025Q2: 30,858 shares; 2025Q3: 42,418 shares; 2025Q4: 43,221 shares 43,221 $3.99M 0.07% +803 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: 34,553 shares; 2024Q4: 37,213 shares; 2025Q1: 34,305 shares; 2025Q2: 29,494 shares; 2025Q3: 28,104 shares; 2025Q4: 37,930 shares 37,930 $3.99M 0.07% +9,826 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: 38,438 shares; 2024Q4: 40,680 shares; 2025Q1: 42,438 shares; 2025Q2: 41,989 shares; 2025Q3: 46,858 shares; 2025Q4: 46,537 shares 46,537 $3.92M 0.07% -321 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: 25,972 shares; 2024Q4: 20,183 shares; 2025Q1: 13,362 shares; 2025Q2: 16,260 shares; 2025Q3: 18,268 shares; 2025Q4: 21,985 shares 21,985 $3.91M 0.07% +3,717 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,066 shares; 2024Q4: 159,016 shares; 2025Q1: 165,523 shares; 2025Q2: 158,145 shares; 2025Q3: 151,442 shares; 2025Q4: 162,611 shares 162,611 $3.8M 0.07% +11,169 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: 37,785 shares; 2024Q4: 35,455 shares; 2025Q1: 37,069 shares; 2025Q2: 35,496 shares; 2025Q3: 34,877 shares; 2025Q4: 35,974 shares 35,974 $3.79M 0.07% +1,097 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,399 shares; 2025Q1: 853 shares; 2025Q2: 664 shares; 2025Q3: 600 shares; 2025Q4: 519 shares 519 $3.78M 0.07% -81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,891 shares; 2025Q4: 18,578 shares 18,578 $3.77M 0.07% +2,687 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: 39,001 shares; 2024Q4: 37,135 shares; 2025Q1: 48,254 shares; 2025Q2: 47,274 shares; 2025Q3: 48,621 shares; 2025Q4: 51,691 shares 51,691 $3.76M 0.07% +3,070 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: 19,096 shares; 2024Q4: 30,276 shares; 2025Q1: 35,103 shares; 2025Q2: 33,234 shares; 2025Q3: 33,220 shares; 2025Q4: 47,385 shares 47,385 $3.73M 0.07% +14,165 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: 4,133 shares; 2024Q4: 4,075 shares; 2025Q1: 4,300 shares; 2025Q2: 4,347 shares; 2025Q3: 4,334 shares; 2025Q4: 4,211 shares 4,211 $3.7M 0.07% -123 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: 14,779 shares; 2024Q4: 17,563 shares; 2025Q1: 15,970 shares; 2025Q2: 19,736 shares; 2025Q3: 22,238 shares; 2025Q4: 20,820 shares 20,820 $3.7M 0.07% -1,418 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: 36,692 shares; 2024Q4: 39,086 shares; 2025Q1: 50,053 shares; 2025Q2: 53,683 shares; 2025Q3: 53,747 shares; 2025Q4: 52,130 shares 52,130 $3.64M 0.07% -1,617 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 7,310 shares; 2025Q1: 4,149 shares; 2025Q2: 4,452 shares; 2025Q3: 7,212 shares; 2025Q4: 7,796 shares 7,796 $3.63M 0.07% +584 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: 11,068 shares; 2024Q4: 11,122 shares; 2025Q1: 13,512 shares; 2025Q2: 15,416 shares; 2025Q3: 17,473 shares; 2025Q4: 16,297 shares 16,297 $3.54M 0.06% -1,176 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: 18,390 shares; 2024Q4: 19,330 shares; 2025Q1: 26,279 shares; 2025Q2: 41,062 shares; 2025Q3: 39,392 shares; 2025Q4: 39,202 shares 39,202 $3.51M 0.06% -190 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,049 shares; 2024Q4: 159,305 shares; 2025Q1: 165,204 shares; 2025Q2: 173,053 shares; 2025Q3: 174,553 shares; 2025Q4: 176,606 shares 176,606 $3.49M 0.06% +2,053 Timeline SCHH 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: 182,128 shares; 2024Q4: 163,935 shares; 2025Q1: 157,459 shares; 2025Q2: 162,883 shares; 2025Q3: 161,982 shares; 2025Q4: 166,486 shares 166,486 $3.48M 0.06% +4,504 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: 19,299 shares; 2024Q4: 81,647 shares; 2025Q1: 80,799 shares; 2025Q2: 110,030 shares; 2025Q3: 109,782 shares; 2025Q4: 105,376 shares 105,376 $3.44M 0.06% -4,406 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,247 shares; 2024Q4: 164,495 shares; 2025Q1: 172,029 shares; 2025Q2: 177,772 shares; 2025Q3: 179,312 shares; 2025Q4: 181,561 shares 181,561 $3.42M 0.06% +2,249 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,798 shares; 2024Q4: 161,294 shares; 2025Q1: 166,880 shares; 2025Q2: 174,010 shares; 2025Q3: 174,506 shares; 2025Q4: 174,459 shares 174,459 $3.42M 0.06% -47 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,561 shares; 2024Q4: 152,532 shares; 2025Q1: 157,340 shares; 2025Q2: 163,331 shares; 2025Q3: 164,587 shares; 2025Q4: 165,722 shares 165,722 $3.41M 0.06% +1,135 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157,660 shares; 2025Q1: 175,430 shares; 2025Q2: 184,988 shares; 2025Q3: 188,338 shares; 2025Q4: 202,381 shares 202,381 $3.38M 0.06% +14,043 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: 2,663 shares; 2024Q4: 4,121 shares; 2025Q1: 22,609 shares; 2025Q2: 26,373 shares; 2025Q3: 28,542 shares; 2025Q4: 28,576 shares 28,576 $3.35M 0.06% +34 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,670 shares; 2024Q4: 181,942 shares; 2025Q1: 184,930 shares; 2025Q2: 190,900 shares; 2025Q3: 194,872 shares; 2025Q4: 197,517 shares 197,517 $3.34M 0.06% +2,645 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,878 shares; 2025Q4: 26,681 shares 26,681 $3.33M 0.06% +2,803 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,025 shares; 2025Q2: 22,077 shares; 2025Q3: 22,506 shares; 2025Q4: 25,555 shares 25,555 $3.3M 0.06% +3,049 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: 2,478 shares; 2024Q4: 2,722 shares; 2025Q1: 6,786 shares; 2025Q2: 3,898 shares; 2025Q3: 4,262 shares; 2025Q4: 4,318 shares 4,318 $3.25M 0.06% +56 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: 6,596 shares; 2024Q4: 7,403 shares; 2025Q1: 8,894 shares; 2025Q2: 9,622 shares; 2025Q3: 12,689 shares; 2025Q4: 11,776 shares 11,776 $3.22M 0.06% -913 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,445 shares; 2024Q4: 97,529 shares; 2025Q1: 101,889 shares; 2025Q2: 107,688 shares; 2025Q3: 114,130 shares; 2025Q4: 116,521 shares 116,521 $3.17M 0.06% +2,391 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 148,395 shares 148,395 $3.1M 0.06% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M 0.05% 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: 1,822 shares; 2024Q4: 2,495 shares; 2025Q1: 2,217 shares; 2025Q2: 3,105 shares; 2025Q3: 3,567 shares; 2025Q4: 3,430 shares 3,430 $3.02M 0.05% -137 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: 17,278 shares; 2024Q4: 16,826 shares; 2025Q1: 16,238 shares; 2025Q2: 16,802 shares; 2025Q3: 16,596 shares; 2025Q4: 16,599 shares 16,599 $3.01M 0.05% +3 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,733 shares; 2025Q4: 34,934 shares 34,934 $2.99M 0.05% +6,201 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: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,119 shares; 2025Q2: 6,734 shares; 2025Q3: 6,735 shares; 2025Q4: 13,946 shares 13,946 $2.93M 0.05% +7,211 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: 9,498 shares; 2024Q4: 12,738 shares; 2025Q1: 12,886 shares; 2025Q2: 23,769 shares; 2025Q3: 24,990 shares; 2025Q4: 23,768 shares 23,768 $2.93M 0.05% -1,222 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,044 shares; 2024Q4: 31,638 shares; 2025Q1: 29,692 shares; 2025Q2: 37,410 shares; 2025Q3: 36,365 shares; 2025Q4: 36,238 shares 36,238 $2.89M 0.05% -127 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: 21,711 shares; 2024Q4: 23,611 shares; 2025Q1: 22,732 shares; 2025Q2: 21,882 shares; 2025Q3: 20,890 shares; 2025Q4: 19,874 shares 19,874 $2.85M 0.05% -1,016 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 16,914 shares; 2025Q1: 14,837 shares; 2025Q2: 14,725 shares; 2025Q3: 17,555 shares; 2025Q4: 15,476 shares 15,476 $2.85M 0.05% -2,079 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: 16,791 shares; 2024Q4: 21,878 shares; 2025Q1: 19,007 shares; 2025Q2: 20,063 shares; 2025Q3: 20,366 shares; 2025Q4: 24,428 shares 24,428 $2.85M 0.05% +4,062 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: 7,682 shares; 2024Q4: 8,057 shares; 2025Q1: 78,236 shares; 2025Q2: 69,913 shares; 2025Q3: 38,929 shares; 2025Q4: 42,242 shares 42,242 $2.84M 0.05% +3,313 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: 18,879 shares; 2024Q4: 18,183 shares; 2025Q1: 18,675 shares; 2025Q2: 19,821 shares; 2025Q3: 19,435 shares; 2025Q4: 20,064 shares 20,064 $2.83M 0.05% +629 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: 21,505 shares; 2024Q4: 22,758 shares; 2025Q1: 28,811 shares; 2025Q2: 29,610 shares; 2025Q3: 34,975 shares; 2025Q4: 30,293 shares 30,293 $2.82M 0.05% -4,682 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,694 shares; 2024Q4: 43,505 shares; 2025Q1: 6,840 shares; 2025Q2: 3,715 shares; 2025Q3: 17,769 shares; 2025Q4: 19,675 shares 19,675 $2.82M 0.05% +1,906 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,632 shares; 2025Q1: 3,440 shares; 2025Q2: 3,982 shares; 2025Q3: 4,143 shares; 2025Q4: 4,314 shares 4,314 $2.82M 0.05% +171 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,094 shares; 2024Q4: 9,821 shares; 2025Q1: 29,931 shares; 2025Q2: 35,359 shares; 2025Q3: 37,181 shares; 2025Q4: 40,465 shares 40,465 $2.81M 0.05% +3,284 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: 4,285 shares; 2024Q4: 4,228 shares; 2025Q1: 5,360 shares; 2025Q2: 5,071 shares; 2025Q3: 5,107 shares; 2025Q4: 4,819 shares 4,819 $2.79M 0.05% -288 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: 10,592 shares; 2024Q4: 10,310 shares; 2025Q1: 12,352 shares; 2025Q2: 11,344 shares; 2025Q3: 13,126 shares; 2025Q4: 12,513 shares 12,513 $2.75M 0.05% -613 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: 3,135 shares; 2024Q4: 3,270 shares; 2025Q1: 4,285 shares; 2025Q2: 4,758 shares; 2025Q3: 5,155 shares; 2025Q4: 5,262 shares 5,262 $2.75M 0.05% +107 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,998 shares; 2024Q4: 24,800 shares; 2025Q1: 27,939 shares; 2025Q2: 27,173 shares; 2025Q3: 30,579 shares; 2025Q4: 32,814 shares 32,814 $2.66M 0.05% +2,235 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: 4,487 shares; 2024Q4: 4,103 shares; 2025Q1: 3,118 shares; 2025Q2: 7,059 shares; 2025Q3: 8,293 shares; 2025Q4: 9,146 shares 9,146 $2.65M 0.05% +853 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: 3,722 shares; 2024Q4: 4,147 shares; 2025Q1: 9,507 shares; 2025Q2: 10,356 shares; 2025Q3: 10,718 shares; 2025Q4: 11,434 shares 11,434 $2.64M 0.05% +716 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,904 shares; 2025Q2: 3,194 shares; 2025Q3: 24,985 shares; 2025Q4: 37,368 shares 37,368 $2.62M 0.05% +12,383 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: 14,131 shares; 2024Q4: 13,716 shares; 2025Q1: 21,568 shares; 2025Q2: 24,266 shares; 2025Q3: 27,771 shares; 2025Q4: 31,745 shares 31,745 $2.59M 0.05% +3,974 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: 8,609 shares; 2024Q4: 9,187 shares; 2025Q1: 12,723 shares; 2025Q2: 11,751 shares; 2025Q3: 10,746 shares; 2025Q4: 9,577 shares 9,577 $2.57M 0.05% -1,169 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,423 shares; 2025Q3: 60,423 shares; 2025Q4: 34,651 shares 34,651 $2.55M 0.05% -25,772 Timeline SPYV 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: 53,418 shares; 2024Q4: 52,036 shares; 2025Q1: 51,727 shares; 2025Q2: 58,577 shares; 2025Q3: 48,313 shares; 2025Q4: 44,665 shares 44,665 $2.54M 0.05% -3,648 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,476 shares; 2024Q4: 10,635 shares; 2025Q1: 9,640 shares; 2025Q2: 10,153 shares; 2025Q3: 12,604 shares; 2025Q4: 10,189 shares 10,189 $2.46M 0.04% -2,415 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,131 shares; 2025Q2: 21,678 shares; 2025Q3: 24,256 shares; 2025Q4: 25,284 shares 25,284 $2.46M 0.04% +1,028 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 25,367 shares; 2025Q4: 28,211 shares 28,211 $2.41M 0.04% +2,844 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: 8,308 shares; 2024Q4: 8,706 shares; 2025Q1: 10,255 shares; 2025Q2: 9,895 shares; 2025Q3: 9,609 shares; 2025Q4: 9,753 shares 9,753 $2.4M 0.04% +144 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: 7,497 shares; 2024Q4: 7,264 shares; 2025Q1: 10,075 shares; 2025Q2: 8,947 shares; 2025Q3: 8,585 shares; 2025Q4: 16,650 shares 16,650 $2.4M 0.04% +8,065 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: 6,783 shares; 2024Q4: 6,916 shares; 2025Q1: 12,521 shares; 2025Q2: 11,858 shares; 2025Q3: 8,172 shares; 2025Q4: 7,183 shares 7,183 $2.37M 0.04% -989 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,149 shares; 2024Q4: 17,926 shares; 2025Q1: 38,617 shares; 2025Q2: 49,658 shares; 2025Q3: 48,645 shares; 2025Q4: 57,896 shares 57,896 $2.36M 0.04% +9,251 Timeline IDV 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: 66,073 shares; 2024Q4: 65,498 shares; 2025Q1: 63,191 shares; 2025Q2: 68,056 shares; 2025Q3: 61,254 shares; 2025Q4: 59,721 shares 59,721 $2.36M 0.04% -1,533 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: 8,758 shares; 2024Q4: 9,682 shares; 2025Q1: 12,456 shares; 2025Q2: 13,072 shares; 2025Q3: 12,815 shares; 2025Q4: 12,068 shares 12,068 $2.35M 0.04% -747 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: 90 shares; 2024Q4: 86 shares; 2025Q1: 333 shares; 2025Q2: 410 shares; 2025Q3: 528 shares; 2025Q4: 435 shares 435 $2.33M 0.04% -93 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: 5,441 shares; 2024Q4: 5,504 shares; 2025Q1: 4,931 shares; 2025Q2: 6,667 shares; 2025Q3: 28,874 shares; 2025Q4: 29,291 shares 29,291 $2.33M 0.04% +417 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: 3,016 shares; 2024Q4: 5,856 shares; 2025Q1: 5,439 shares; 2025Q2: 5,655 shares; 2025Q3: 6,017 shares; 2025Q4: 6,855 shares 6,855 $2.31M 0.04% +838 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: 16,690 shares; 2024Q4: 16,813 shares; 2025Q1: 17,497 shares; 2025Q2: 18,343 shares; 2025Q3: 18,779 shares; 2025Q4: 23,957 shares 23,957 $2.3M 0.04% +5,178 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,372 shares; 2025Q1: not reported; 2025Q2: 33,703 shares; 2025Q3: 33,703 shares; 2025Q4: 33,703 shares 33,703 $2.29M 0.04% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 12,122 shares; 2025Q1: 14,029 shares; 2025Q2: 15,348 shares; 2025Q3: 14,885 shares; 2025Q4: 15,031 shares 15,031 $2.26M 0.04% +146 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,249 shares; 2024Q4: 25,476 shares; 2025Q1: 33,986 shares; 2025Q2: 24,295 shares; 2025Q3: 34,071 shares; 2025Q4: 39,244 shares 39,244 $2.25M 0.04% +5,173 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: 12,114 shares; 2024Q4: 11,711 shares; 2025Q1: 21,781 shares; 2025Q2: 26,471 shares; 2025Q3: 29,303 shares; 2025Q4: 23,460 shares 23,460 $2.24M 0.04% -5,843 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,171 shares; 2025Q2: 30,743 shares; 2025Q3: 37,765 shares; 2025Q4: 44,757 shares 44,757 $2.23M 0.04% +6,992 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: 5,510 shares; 2024Q4: 6,066 shares; 2025Q1: 8,738 shares; 2025Q2: 9,898 shares; 2025Q3: 10,870 shares; 2025Q4: 8,246 shares 8,246 $2.18M 0.04% -2,624 Timeline SUSB 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: 80,633 shares; 2024Q4: 85,810 shares; 2025Q1: 78,879 shares; 2025Q2: 81,727 shares; 2025Q3: 84,297 shares; 2025Q4: 85,521 shares 85,521 $2.16M 0.04% +1,224 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,874 shares; 2024Q4: 69,458 shares; 2025Q1: 69,359 shares; 2025Q2: 79,837 shares; 2025Q3: 96,071 shares; 2025Q4: 77,726 shares 77,726 $2.13M 0.04% -18,345 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: 3,930 shares; 2024Q4: 3,452 shares; 2025Q1: 17,413 shares; 2025Q2: 18,316 shares; 2025Q3: 10,126 shares; 2025Q4: 10,131 shares 10,131 $2.11M 0.04% +5 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,373 shares; 2025Q4: 77,517 shares 77,517 $2.1M 0.04% +3,144 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,988 shares; 2025Q1: 27,271 shares; 2025Q2: 30,762 shares; 2025Q3: 35,172 shares; 2025Q4: 34,806 shares 34,806 $2.09M 0.04% -366 Timeline PBP 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: 200,423 shares; 2024Q4: 120,803 shares; 2025Q1: 110,605 shares; 2025Q2: 94,924 shares; 2025Q3: 92,124 shares; 2025Q4: 90,434 shares 90,434 $2.06M 0.04% -1,690 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,294 shares; 2024Q4: 95,161 shares; 2025Q1: 36,855 shares; 2025Q2: 24,805 shares; 2025Q3: 20,299 shares; 2025Q4: 18,305 shares 18,305 $2.02M 0.04% -1,994 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,662 shares; 2025Q4: 64,384 shares 64,384 $1.97M 0.04% +19,722 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: 14,114 shares; 2024Q4: 20,044 shares; 2025Q1: 31,645 shares; 2025Q2: 26,857 shares; 2025Q3: 26,539 shares; 2025Q4: 29,710 shares 29,710 $1.96M 0.04% +3,171 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: 32,116 shares; 2024Q4: 25,382 shares; 2025Q1: 24,733 shares; 2025Q2: 24,516 shares; 2025Q3: 22,074 shares; 2025Q4: 22,586 shares 22,586 $1.93M 0.03% +512 Timeline REVG REV GROUP INC More: the full row for REV 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: 23,093 shares; 2025Q2: 25,083 shares; 2025Q3: 30,988 shares; 2025Q4: 31,546 shares 31,546 $1.92M 0.03% +558 Timeline HYS 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: 17,690 shares; 2024Q4: 18,478 shares; 2025Q1: 18,436 shares; 2025Q2: 20,118 shares; 2025Q3: 20,076 shares; 2025Q4: 19,961 shares 19,961 $1.89M 0.03% -115 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: 6,698 shares; 2024Q4: 6,732 shares; 2025Q1: 6,717 shares; 2025Q2: 8,586 shares; 2025Q3: 8,653 shares; 2025Q4: 13,154 shares 13,154 $1.86M 0.03% +4,501 Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,584 shares; 2025Q1: 22,584 shares; 2025Q2: 22,584 shares; 2025Q3: 22,584 shares; 2025Q4: 22,883 shares 22,883 $1.81M 0.03% +299 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,524 shares; 2024Q4: 32,474 shares; 2025Q1: 30,280 shares; 2025Q2: 31,182 shares; 2025Q3: 31,295 shares; 2025Q4: 30,964 shares 30,964 $1.77M 0.03% -331 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,014 shares 27,014 $1.77M 0.03% new 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: 12,798 shares; 2024Q4: 12,181 shares; 2025Q1: 19,393 shares; 2025Q2: 16,906 shares; 2025Q3: 16,881 shares; 2025Q4: 21,878 shares 21,878 $1.73M 0.03% +4,997 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: 10,197 shares; 2024Q4: 12,967 shares; 2025Q1: 18,595 shares; 2025Q2: 19,719 shares; 2025Q3: 20,780 shares; 2025Q4: 18,298 shares 18,298 $1.71M 0.03% -2,482 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: 1,246 shares; 2024Q4: 1,011 shares; 2025Q1: 942 shares; 2025Q2: 925 shares; 2025Q3: 1,308 shares; 2025Q4: 1,409 shares 1,409 $1.71M 0.03% +101 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: 3,146 shares; 2024Q4: 3,442 shares; 2025Q1: 3,400 shares; 2025Q2: 3,594 shares; 2025Q3: 3,205 shares; 2025Q4: 12,463 shares 12,463 $1.7M 0.03% +9,258 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: 13,489 shares; 2024Q4: 10,767 shares; 2025Q1: 22,793 shares; 2025Q2: 27,875 shares; 2025Q3: 31,181 shares; 2025Q4: 31,753 shares 31,753 $1.69M 0.03% +572 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,335 shares 8,335 $1.69M 0.03% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,572 shares; 2025Q2: 7,708 shares; 2025Q3: 21,343 shares; 2025Q4: 23,101 shares 23,101 $1.69M 0.03% +1,758 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,785 shares; 2025Q1: 111,529 shares; 2025Q2: 112,746 shares; 2025Q3: 119,862 shares; 2025Q4: 121,130 shares 121,130 $1.68M 0.03% +1,268 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: 17,206 shares; 2024Q4: 18,129 shares; 2025Q1: 14,765 shares; 2025Q2: 15,460 shares; 2025Q3: 17,767 shares; 2025Q4: 14,766 shares 14,766 $1.68M 0.03% -3,001 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: 990 shares; 2024Q4: 1,370 shares; 2025Q1: 1,842 shares; 2025Q2: 1,880 shares; 2025Q3: 2,107 shares; 2025Q4: 4,233 shares 4,233 $1.68M 0.03% +2,126 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: 6,247 shares; 2024Q4: 6,277 shares; 2025Q1: 9,063 shares; 2025Q2: 8,702 shares; 2025Q3: 8,752 shares; 2025Q4: 8,702 shares 8,702 $1.67M 0.03% -50 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: 2,591 shares; 2024Q4: 2,564 shares; 2025Q1: 2,710 shares; 2025Q2: 3,631 shares; 2025Q3: 3,550 shares; 2025Q4: 3,502 shares 3,502 $1.66M 0.03% -48 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: 24,163 shares; 2024Q4: 19,431 shares; 2025Q1: 19,780 shares; 2025Q2: 19,195 shares; 2025Q3: 19,401 shares; 2025Q4: 20,495 shares 20,495 $1.65M 0.03% +1,094 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED 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: 28,351 shares; 2025Q2: 30,241 shares; 2025Q3: 39,559 shares; 2025Q4: 48,259 shares 48,259 $1.62M 0.03% +8,700 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: 428,291 shares; 2024Q4: 446,848 shares; 2025Q1: 414,445 shares; 2025Q2: 399,391 shares; 2025Q3: 116,226 shares; 2025Q4: 70,704 shares 70,704 $1.58M 0.03% -45,522 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: 3,545 shares; 2024Q4: 3,570 shares; 2025Q1: 4,043 shares; 2025Q2: 4,730 shares; 2025Q3: 5,843 shares; 2025Q4: 4,842 shares 4,842 $1.57M 0.03% -1,001 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: 21,555 shares; 2024Q4: 24,129 shares; 2025Q1: 26,229 shares; 2025Q2: 21,350 shares; 2025Q3: 21,441 shares; 2025Q4: 20,229 shares 20,229 $1.57M 0.03% -1,212 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: 1,836 shares; 2024Q4: 2,000 shares; 2025Q1: 2,887 shares; 2025Q2: 3,245 shares; 2025Q3: 3,799 shares; 2025Q4: 2,751 shares 2,751 $1.56M 0.03% -1,048 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,195 shares; 2025Q2: 7,067 shares; 2025Q3: 7,572 shares; 2025Q4: 7,994 shares 7,994 $1.55M 0.03% +422 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,428 shares; 2025Q2: 12,759 shares; 2025Q3: 14,006 shares; 2025Q4: 14,668 shares 14,668 $1.54M 0.03% +662 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: 2,262 shares; 2024Q4: 2,327 shares; 2025Q1: 2,097 shares; 2025Q2: 2,290 shares; 2025Q3: 2,392 shares; 2025Q4: 2,299 shares 2,299 $1.52M 0.03% -93 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: 8,376 shares; 2024Q4: 7,821 shares; 2025Q1: 6,580 shares; 2025Q2: 6,191 shares; 2025Q3: 6,007 shares; 2025Q4: 5,231 shares 5,231 $1.52M 0.03% -776 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: 928 shares; 2024Q4: 1,030 shares; 2025Q1: 2,057 shares; 2025Q2: 2,512 shares; 2025Q3: 2,277 shares; 2025Q4: 9,744 shares 9,744 $1.49M 0.03% +7,467 Timeline VYMI 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: 5,369 shares; 2024Q4: 12,870 shares; 2025Q1: 15,986 shares; 2025Q2: 16,318 shares; 2025Q3: 16,318 shares; 2025Q4: 16,560 shares 16,560 $1.49M 0.03% +242 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: 9,324 shares; 2024Q4: 9,500 shares; 2025Q1: 8,416 shares; 2025Q2: 13,344 shares; 2025Q3: 13,013 shares; 2025Q4: 13,066 shares 13,066 $1.43M 0.03% +53 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,509 shares; 2024Q4: 10,548 shares; 2025Q1: 14,194 shares; 2025Q2: 10,480 shares; 2025Q3: 21,577 shares; 2025Q4: 31,323 shares 31,323 $1.43M 0.03% +9,746 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,153 shares; 2024Q4: 49,153 shares; 2025Q1: 47,953 shares; 2025Q2: 48,263 shares; 2025Q3: 48,263 shares; 2025Q4: 48,263 shares 48,263 $1.43M 0.03% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,502 shares; 2025Q1: 3,938 shares; 2025Q2: 3,959 shares; 2025Q3: 4,404 shares; 2025Q4: 3,309 shares 3,309 $1.41M 0.03% -1,095 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,352 shares; 2025Q1: 2,343 shares; 2025Q2: 2,655 shares; 2025Q3: 2,416 shares; 2025Q4: 2,450 shares 2,450 $1.4M 0.03% +34 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 5,755 shares; 2025Q1: 6,804 shares; 2025Q2: 7,702 shares; 2025Q3: 8,446 shares; 2025Q4: 11,672 shares 11,672 $1.39M 0.02% +3,226 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 39,946 shares; 2025Q4: 47,527 shares 47,527 $1.39M 0.02% +7,581 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS 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: 2,251 shares; 2025Q2: not reported; 2025Q3: 6,336 shares; 2025Q4: 12,884 shares 12,884 $1.38M 0.02% +6,548 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: 5,069 shares; 2024Q4: 5,277 shares; 2025Q1: 6,090 shares; 2025Q2: 6,568 shares; 2025Q3: 7,956 shares; 2025Q4: 11,947 shares 11,947 $1.38M 0.02% +3,991 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,052 shares; 2024Q4: 6,052 shares; 2025Q1: 6,252 shares; 2025Q2: 6,052 shares; 2025Q3: 6,052 shares; 2025Q4: 13,674 shares 13,674 $1.37M 0.02% +7,622 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: 361 shares; 2024Q4: 402 shares; 2025Q1: 468 shares; 2025Q2: 803 shares; 2025Q3: 1,036 shares; 2025Q4: 1,273 shares 1,273 $1.36M 0.02% +237 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: 1,434 shares; 2024Q4: 1,516 shares; 2025Q1: 7,326 shares; 2025Q2: 7,951 shares; 2025Q3: 8,192 shares; 2025Q4: 7,753 shares 7,753 $1.36M 0.02% -439 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,156 shares; 2025Q4: 57,550 shares 57,550 $1.34M 0.02% +5,394 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,109 shares; 2024Q4: 32,104 shares; 2025Q1: 10,899 shares; 2025Q2: 7,841 shares; 2025Q3: 6,429 shares; 2025Q4: 5,827 shares 5,827 $1.33M 0.02% -602 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 3,865 shares; 2025Q1: 3,568 shares; 2025Q2: 3,602 shares; 2025Q3: 3,746 shares; 2025Q4: 3,445 shares 3,445 $1.32M 0.02% -301 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,014 shares; 2025Q3: 2,113 shares; 2025Q4: 3,823 shares 3,823 $1.32M 0.02% +1,710 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,572 shares; 2024Q4: 19,572 shares; 2025Q1: 19,132 shares; 2025Q2: 19,152 shares; 2025Q3: 19,153 shares; 2025Q4: 18,328 shares 18,328 $1.31M 0.02% -825 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,314 shares; 2025Q2: 4,872 shares; 2025Q3: 5,760 shares; 2025Q4: 5,385 shares 5,385 $1.31M 0.02% -375 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,005 shares; 2024Q4: 28,718 shares; 2025Q1: 28,718 shares; 2025Q2: 28,576 shares; 2025Q3: 27,812 shares; 2025Q4: 27,812 shares 27,812 $1.3M 0.02% 0 Timeline CRVS CORVUS PHARMACEUTICALS INC More: the full row for CORVUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168,000 shares; 2025Q3: 169,200 shares; 2025Q4: 167,400 shares 167,400 $1.29M 0.02% -1,800 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,155 shares; 2025Q3: 4,862 shares; 2025Q4: 15,430 shares 15,430 $1.28M 0.02% +10,568 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,789 shares; 2024Q4: 72,064 shares; 2025Q1: 14,878 shares; 2025Q2: 10,420 shares; 2025Q3: 10,520 shares; 2025Q4: 10,781 shares 10,781 $1.26M 0.02% +261 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: 7,349 shares; 2024Q4: 6,320 shares; 2025Q1: 6,275 shares; 2025Q2: 8,030 shares; 2025Q3: 7,456 shares; 2025Q4: 7,769 shares 7,769 $1.25M 0.02% +313 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,246 shares; 2024Q4: 39,768 shares; 2025Q1: 40,250 shares; 2025Q2: 40,711 shares; 2025Q3: 41,180 shares; 2025Q4: 41,765 shares 41,765 $1.25M 0.02% +585 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: 5,634 shares; 2024Q4: 5,679 shares; 2025Q1: 7,137 shares; 2025Q2: 8,205 shares; 2025Q3: 8,383 shares; 2025Q4: 6,682 shares 6,682 $1.24M 0.02% -1,701 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: 19,288 shares; 2024Q4: 20,737 shares; 2025Q1: 20,093 shares; 2025Q2: 19,071 shares; 2025Q3: 19,186 shares; 2025Q4: 19,339 shares 19,339 $1.23M 0.02% +153 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: 7,222 shares; 2024Q4: 7,222 shares; 2025Q1: 7,253 shares; 2025Q2: 7,222 shares; 2025Q3: 7,222 shares; 2025Q4: 7,222 shares 7,222 $1.21M 0.02% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 4,266 shares; 2025Q1: 5,102 shares; 2025Q2: 4,286 shares; 2025Q3: 3,812 shares; 2025Q4: 4,016 shares 4,016 $1.21M 0.02% +204 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 12,059 shares; 2025Q1: 11,593 shares; 2025Q2: 12,320 shares; 2025Q3: 12,291 shares; 2025Q4: 12,539 shares 12,539 $1.21M 0.02% +248 Timeline EEMS 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: 19,269 shares; 2024Q4: 19,160 shares; 2025Q1: 18,385 shares; 2025Q2: 17,884 shares; 2025Q3: 17,839 shares; 2025Q4: 17,806 shares 17,806 $1.2M 0.02% -33 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: 4,879 shares; 2024Q4: 6,117 shares; 2025Q1: 1,366 shares; 2025Q2: 1,329 shares; 2025Q3: 1,787 shares; 2025Q4: 3,035 shares 3,035 $1.18M 0.02% +1,248 Timeline DHS 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: 5,289 shares; 2024Q4: 5,225 shares; 2025Q1: 10,676 shares; 2025Q2: 11,284 shares; 2025Q3: 11,596 shares; 2025Q4: 11,585 shares 11,585 $1.18M 0.02% -11 Timeline JMOM 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: 18,640 shares; 2025Q3: 17,733 shares; 2025Q4: 17,133 shares 17,133 $1.17M 0.02% -600 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: 2,661 shares; 2024Q4: 2,967 shares; 2025Q1: 3,116 shares; 2025Q2: 3,236 shares; 2025Q3: 3,720 shares; 2025Q4: 4,443 shares 4,443 $1.17M 0.02% +723 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,367 shares; 2024Q4: 5,611 shares; 2025Q1: 6,322 shares; 2025Q2: 6,322 shares; 2025Q3: 6,202 shares; 2025Q4: 8,377 shares 8,377 $1.17M 0.02% +2,175 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,634 shares; 2025Q2: 3,053 shares; 2025Q3: 5,406 shares; 2025Q4: 9,874 shares 9,874 $1.16M 0.02% +4,468 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,469 shares; 2024Q4: 80,547 shares; 2025Q1: 72,097 shares; 2025Q2: 67,867 shares; 2025Q3: 65,294 shares; 2025Q4: 59,701 shares 59,701 $1.16M 0.02% -5,593 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: 3,115 shares; 2024Q4: 5,611 shares; 2025Q1: 5,263 shares; 2025Q2: 6,025 shares; 2025Q3: 9,982 shares; 2025Q4: 8,376 shares 8,376 $1.15M 0.02% -1,606 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: 14,638 shares; 2024Q4: 29,437 shares; 2025Q1: 32,043 shares; 2025Q2: 31,858 shares; 2025Q3: 38,317 shares; 2025Q4: 36,428 shares 36,428 $1.15M 0.02% -1,889 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: 16,792 shares; 2024Q4: 16,234 shares; 2025Q1: 15,658 shares; 2025Q2: 14,565 shares; 2025Q3: 14,699 shares; 2025Q4: 13,794 shares 13,794 $1.14M 0.02% -905 Timeline IGM 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: 5,100 shares; 2024Q4: 5,351 shares; 2025Q1: 5,351 shares; 2025Q2: 5,306 shares; 2025Q3: 7,107 shares; 2025Q4: 8,725 shares 8,725 $1.13M 0.02% +1,618 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: 4,796 shares; 2024Q4: 4,156 shares; 2025Q1: 26,200 shares; 2025Q2: 29,719 shares; 2025Q3: 13,512 shares; 2025Q4: 12,851 shares 12,851 $1.12M 0.02% -661 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 11,668 shares; 2025Q4: 12,859 shares 12,859 $1.12M 0.02% +1,191 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: 11,481 shares; 2024Q4: 12,999 shares; 2025Q1: 1,773 shares; 2025Q2: 1,389 shares; 2025Q3: 2,596 shares; 2025Q4: 3,242 shares 3,242 $1.09M 0.02% +646 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: not reported; 2025Q1: 7,498 shares; 2025Q2: 7,442 shares; 2025Q3: 11,810 shares; 2025Q4: 14,854 shares 14,854 $1.09M 0.02% +3,044 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,188 shares 28,188 $1.09M 0.02% new 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: 6,497 shares; 2024Q4: 6,399 shares; 2025Q1: 6,787 shares; 2025Q2: 6,206 shares; 2025Q3: 5,735 shares; 2025Q4: 10,827 shares 10,827 $1.08M 0.02% +5,092 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,448 shares; 2024Q4: 12,635 shares; 2025Q1: 10,413 shares; 2025Q2: 8,944 shares; 2025Q3: 7,636 shares; 2025Q4: 7,524 shares 7,524 $1.07M 0.02% -112 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,507 shares; 2025Q4: 22,803 shares 22,803 $1.07M 0.02% +9,296 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: 7,723 shares; 2024Q4: 8,228 shares; 2025Q1: 7,253 shares; 2025Q2: 7,543 shares; 2025Q3: 6,062 shares; 2025Q4: 6,912 shares 6,912 $1.07M 0.02% +850 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,399 shares; 2024Q4: 39,833 shares; 2025Q1: 40,241 shares; 2025Q2: 43,617 shares; 2025Q3: 45,087 shares; 2025Q4: 45,205 shares 45,205 $1.06M 0.02% +118 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,707 shares; 2024Q4: 9,687 shares; 2025Q1: 13,208 shares; 2025Q2: 15,262 shares; 2025Q3: 16,003 shares; 2025Q4: 19,674 shares 19,674 $1.05M 0.02% +3,671 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: 2,544 shares; 2024Q4: 2,927 shares; 2025Q1: 2,666 shares; 2025Q2: 2,475 shares; 2025Q3: 2,490 shares; 2025Q4: 2,236 shares 2,236 $1.05M 0.02% -254 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 1,547 shares; 2025Q1: 4,190 shares; 2025Q2: 4,621 shares; 2025Q3: 5,140 shares; 2025Q4: 4,593 shares 4,593 $1.05M 0.02% -547 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: 4,414 shares; 2024Q4: 4,998 shares; 2025Q1: 10,361 shares; 2025Q2: 8,654 shares; 2025Q3: 7,906 shares; 2025Q4: 8,169 shares 8,169 $1.04M 0.02% +263 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,214 shares; 2024Q4: 7,188 shares; 2025Q1: 7,171 shares; 2025Q2: 7,131 shares; 2025Q3: 7,140 shares; 2025Q4: 10,411 shares 10,411 $1.04M 0.02% +3,271 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: not reported; 2024Q4: 5,639 shares; 2025Q1: 5,052 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,012 shares 14,012 $1.04M 0.02% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,340 shares; 2024Q4: 272,473 shares; 2025Q1: 250,946 shares; 2025Q2: 219,880 shares; 2025Q3: 199,327 shares; 2025Q4: 128,129 shares 128,129 $1.03M 0.02% -71,198 Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 21,248 shares; 2025Q4: 26,124 shares 26,124 $1.03M 0.02% +4,876 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 3,427 shares 3,427 $971K 0.02% +2,400 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,877 shares; 2024Q4: 38,679 shares; 2025Q1: 26,458 shares; 2025Q2: 26,854 shares; 2025Q3: 26,947 shares; 2025Q4: 27,160 shares 27,160 $963K 0.02% +213 Timeline WRLD WORLD ACCEP CORPORATION More: the full row for WORLD ACCEP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,605 shares; 2025Q4: 6,847 shares 6,847 $961K 0.02% +1,242 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS 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: 20,775 shares; 2025Q4: 12,634 shares 12,634 $960K 0.02% -8,141 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,470 shares; 2025Q2: 22,554 shares; 2025Q3: 35,433 shares; 2025Q4: 37,131 shares 37,131 $951K 0.02% +1,698 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,800 shares; 2024Q4: 27,800 shares; 2025Q1: 27,300 shares; 2025Q2: 26,970 shares; 2025Q3: 26,970 shares; 2025Q4: 26,154 shares 26,154 $947K 0.02% -816 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,822 shares; 2025Q2: 24,425 shares; 2025Q3: 24,425 shares; 2025Q4: 24,425 shares 24,425 $929K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 1,035 shares; 2025Q1: 740 shares; 2025Q2: 1,071 shares; 2025Q3: 1,158 shares; 2025Q4: 1,894 shares 1,894 $929K 0.02% +736 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 4,863 shares; 2025Q1: 6,678 shares; 2025Q2: 6,932 shares; 2025Q3: 8,214 shares; 2025Q4: 9,246 shares 9,246 $918K 0.02% +1,032 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,521 shares 32,521 $907K 0.02% new 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: 2,564 shares; 2024Q4: 14,065 shares; 2025Q1: 12,998 shares; 2025Q2: 12,655 shares; 2025Q3: 12,659 shares; 2025Q4: 12,331 shares 12,331 $906K 0.02% -328 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,792 shares; 2025Q1: 4,199 shares; 2025Q2: 3,956 shares; 2025Q3: 4,065 shares; 2025Q4: 4,104 shares 4,104 $902K 0.02% +39 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,243 shares; 2025Q1: 2,038 shares; 2025Q2: 1,473 shares; 2025Q3: 1,252 shares; 2025Q4: 1,763 shares 1,763 $900K 0.02% +511 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 5,280 shares; 2025Q1: 5,104 shares; 2025Q2: 6,114 shares; 2025Q3: 6,255 shares; 2025Q4: 9,162 shares 9,162 $896K 0.02% +2,907 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: 2,739 shares; 2025Q1: 2,616 shares; 2025Q2: 2,855 shares; 2025Q3: 3,278 shares; 2025Q4: 6,085 shares 6,085 $892K 0.02% +2,807 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: 2,774 shares; 2024Q4: 2,329 shares; 2025Q1: 3,893 shares; 2025Q2: 2,753 shares; 2025Q3: 4,825 shares; 2025Q4: 4,795 shares 4,795 $890K 0.02% -30 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: 3,884 shares; 2024Q4: 2,930 shares; 2025Q1: not reported; 2025Q2: 3,161 shares; 2025Q3: 5,214 shares; 2025Q4: 6,549 shares 6,549 $885K 0.02% +1,335 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 7,016 shares; 2025Q3: 11,892 shares; 2025Q4: 9,539 shares 9,539 $877K 0.02% -2,353 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: 1,867 shares; 2024Q4: 1,980 shares; 2025Q1: 9,712 shares; 2025Q2: 10,181 shares; 2025Q3: 2,595 shares; 2025Q4: 3,881 shares 3,881 $866K 0.02% +1,286 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,737 shares; 2025Q1: 3,283 shares; 2025Q2: 4,030 shares; 2025Q3: 5,443 shares; 2025Q4: 4,915 shares 4,915 $862K 0.02% -528 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: 9,324 shares; 2024Q4: 9,324 shares; 2025Q1: 9,324 shares; 2025Q2: 8,913 shares; 2025Q3: 8,913 shares; 2025Q4: 8,913 shares 8,913 $858K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,059 shares; 2024Q4: 75,049 shares; 2025Q1: 13,383 shares; 2025Q2: 13,712 shares; 2025Q3: 8,482 shares; 2025Q4: 8,615 shares 8,615 $855K 0.02% +133 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 808 shares; 2025Q3: 1,318 shares; 2025Q4: 2,394 shares 2,394 $847K 0.02% +1,076 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: 43,680 shares; 2024Q4: 46,758 shares; 2025Q1: 27,589 shares; 2025Q2: 27,555 shares; 2025Q3: 40,829 shares; 2025Q4: 33,869 shares 33,869 $843K 0.02% -6,960 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: 1,649 shares; 2024Q4: 1,660 shares; 2025Q1: 5,724 shares; 2025Q2: 6,107 shares; 2025Q3: 6,700 shares; 2025Q4: 6,689 shares 6,689 $842K 0.02% -11 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: 198,543 shares; 2024Q4: 205,646 shares; 2025Q1: 66,313 shares; 2025Q2: 57,438 shares; 2025Q3: 34,940 shares; 2025Q4: 15,922 shares 15,922 $841K 0.02% -19,018 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: 3,729 shares; 2024Q4: 3,788 shares; 2025Q1: 4,070 shares; 2025Q2: 3,791 shares; 2025Q3: 4,607 shares; 2025Q4: 3,959 shares 3,959 $840K 0.02% -648 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: not reported; 2024Q4: 901 shares; 2025Q1: 883 shares; 2025Q2: 1,254 shares; 2025Q3: 1,784 shares; 2025Q4: 3,445 shares 3,445 $837K 0.02% +1,661 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 7,960 shares; 2025Q1: 12,819 shares; 2025Q2: 17,868 shares; 2025Q3: 18,329 shares; 2025Q4: 16,808 shares 16,808 $835K 0.01% -1,521 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,492 shares; 2024Q4: 12,995 shares; 2025Q1: 16,676 shares; 2025Q2: 17,037 shares; 2025Q3: 21,171 shares; 2025Q4: 28,448 shares 28,448 $834K 0.01% +7,277 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 5,189 shares; 2025Q1: 4,185 shares; 2025Q2: 5,830 shares; 2025Q3: 8,145 shares; 2025Q4: 10,124 shares 10,124 $830K 0.01% +1,979 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: 844 shares; 2024Q4: 691 shares; 2025Q1: 1,837 shares; 2025Q2: 2,052 shares; 2025Q3: 1,675 shares; 2025Q4: 1,831 shares 1,831 $830K 0.01% +156 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,078 shares; 2025Q1: 3,159 shares; 2025Q2: 4,040 shares; 2025Q3: 3,782 shares; 2025Q4: 4,614 shares 4,614 $824K 0.01% +832 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 3,268 shares; 2025Q1: 3,389 shares; 2025Q2: 4,264 shares; 2025Q3: 2,596 shares; 2025Q4: 6,015 shares 6,015 $819K 0.01% +3,419 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS 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: 7,419 shares; 2025Q3: 10,697 shares; 2025Q4: 23,780 shares 23,780 $804K 0.01% +13,083 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,450 shares 1,450 $799K 0.01% -18 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: 5,620 shares; 2024Q4: 6,524 shares; 2025Q1: 6,298 shares; 2025Q2: 7,164 shares; 2025Q3: 12,086 shares; 2025Q4: 10,804 shares 10,804 $794K 0.01% -1,282 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: 62,803 shares; 2024Q4: 71,939 shares; 2025Q1: 22,715 shares; 2025Q2: 28,604 shares; 2025Q3: 39,796 shares; 2025Q4: 26,525 shares 26,525 $793K 0.01% -13,271 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 3,921 shares; 2025Q1: 2,656 shares; 2025Q2: 3,973 shares; 2025Q3: 3,118 shares; 2025Q4: 3,862 shares 3,862 $792K 0.01% +744 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 4,195 shares; 2025Q1: 4,405 shares; 2025Q2: 3,543 shares; 2025Q3: 3,856 shares; 2025Q4: 7,845 shares 7,845 $783K 0.01% +3,989 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 1,293 shares 1,293 $782K 0.01% +318 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,833 shares; 2025Q4: 10,092 shares 10,092 $782K 0.01% +5,259 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,604 shares; 2025Q1: 27,872 shares; 2025Q2: 29,633 shares; 2025Q3: 29,639 shares; 2025Q4: 29,786 shares 29,786 $778K 0.01% +147 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,715 shares; 2024Q4: 30,927 shares; 2025Q1: 31,593 shares; 2025Q2: 32,356 shares; 2025Q3: 32,348 shares; 2025Q4: 33,242 shares 33,242 $776K 0.01% +894 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 3,413 shares; 2025Q1: 3,132 shares; 2025Q2: 2,956 shares; 2025Q3: 2,839 shares; 2025Q4: 3,142 shares 3,142 $774K 0.01% +303 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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: 2,394 shares; 2025Q4: 4,532 shares 4,532 $770K 0.01% +2,138 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: 19,787 shares; 2024Q4: 18,707 shares; 2025Q1: 17,849 shares; 2025Q2: 17,346 shares; 2025Q3: 16,744 shares; 2025Q4: 16,274 shares 16,274 $764K 0.01% -470 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,435 shares; 2024Q4: 32,295 shares; 2025Q1: 33,020 shares; 2025Q2: 33,891 shares; 2025Q3: 33,941 shares; 2025Q4: 34,670 shares 34,670 $763K 0.01% +729 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: 3,252 shares; 2024Q4: 3,290 shares; 2025Q1: 5,111 shares; 2025Q2: 3,197 shares; 2025Q3: 3,521 shares; 2025Q4: 2,442 shares 2,442 $758K 0.01% -1,079 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,687 shares; 2024Q4: 32,906 shares; 2025Q1: 33,365 shares; 2025Q2: 34,268 shares; 2025Q3: 34,360 shares; 2025Q4: 35,155 shares 35,155 $756K 0.01% +795 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,323 shares; 2024Q4: 31,299 shares; 2025Q1: 31,840 shares; 2025Q2: 32,718 shares; 2025Q3: 32,931 shares; 2025Q4: 33,391 shares 33,391 $755K 0.01% +460 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN 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: 24,017 shares; 2025Q4: 34,431 shares 34,431 $755K 0.01% +10,414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,667 shares; 2025Q3: 7,523 shares; 2025Q4: 12,490 shares 12,490 $754K 0.01% +4,967 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 1,397 shares; 2025Q3: 1,304 shares; 2025Q4: 1,567 shares 1,567 $753K 0.01% +263 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,514 shares; 2024Q4: 10,875 shares; 2025Q1: 7,545 shares; 2025Q2: 15,849 shares; 2025Q3: 16,423 shares; 2025Q4: 14,768 shares 14,768 $750K 0.01% -1,655 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 23,408 shares 23,408 $749K 0.01% new Timeline ITM 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: 24,274 shares; 2024Q4: 24,274 shares; 2025Q1: 24,274 shares; 2025Q2: 15,874 shares; 2025Q3: 15,874 shares; 2025Q4: 15,874 shares 15,874 $749K 0.01% 0 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 27,985 shares 27,985 $747K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 1,521 shares; 2025Q3: 1,555 shares; 2025Q4: 1,667 shares 1,667 $742K 0.01% +112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,947 shares; 2025Q3: 12,707 shares; 2025Q4: 15,884 shares 15,884 $736K 0.01% +3,177 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: 13,053 shares; 2024Q4: 13,684 shares; 2025Q1: 18,688 shares; 2025Q2: 13,582 shares; 2025Q3: 8,780 shares; 2025Q4: 15,760 shares 15,760 $733K 0.01% +6,980 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,680 shares; 2025Q2: 24,705 shares; 2025Q3: 5,716 shares; 2025Q4: 3,042 shares 3,042 $733K 0.01% -2,674 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 253 shares; 2025Q1: 307 shares; 2025Q2: 248 shares; 2025Q3: 414 shares; 2025Q4: 340 shares 340 $731K 0.01% -74 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO 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: 13,811 shares; 2025Q2: 28,361 shares; 2025Q3: 48,659 shares; 2025Q4: 46,862 shares 46,862 $731K 0.01% -1,797 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 2,332 shares; 2025Q2: 2,430 shares; 2025Q3: 2,743 shares; 2025Q4: 3,198 shares 3,198 $728K 0.01% +455 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: 11,004 shares; 2024Q4: 12,261 shares; 2025Q1: 21,290 shares; 2025Q2: 21,309 shares; 2025Q3: 16,323 shares; 2025Q4: 16,323 shares 16,323 $725K 0.01% 0 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: 10,732 shares; 2024Q4: 10,520 shares; 2025Q1: 13,019 shares; 2025Q2: 11,954 shares; 2025Q3: 8,780 shares; 2025Q4: 9,164 shares 9,164 $723K 0.01% +384 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: not reported; 2024Q4: not reported; 2025Q1: 3,385 shares; 2025Q2: not reported; 2025Q3: 8,428 shares; 2025Q4: 9,051 shares 9,051 $718K 0.01% +623 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 2,350 shares; 2025Q3: 3,035 shares; 2025Q4: 4,987 shares 4,987 $718K 0.01% +1,952 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,805 shares; 2025Q2: 38,121 shares; 2025Q3: 6,634 shares; 2025Q4: 3,547 shares 3,547 $715K 0.01% -3,087 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,648 shares; 2025Q4: 60,797 shares 60,797 $713K 0.01% +50,149 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 5,776 shares; 2025Q1: 5,776 shares; 2025Q2: 5,811 shares; 2025Q3: 5,811 shares; 2025Q4: 11,401 shares 11,401 $711K 0.01% +5,590 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,613 shares 14,613 $709K 0.01% new Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,264 shares 13,264 $708K 0.01% new 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: 2,064 shares; 2024Q4: 1,982 shares; 2025Q1: 11,696 shares; 2025Q2: 12,051 shares; 2025Q3: 2,566 shares; 2025Q4: 1,455 shares 1,455 $704K 0.01% -1,111 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,659 shares; 2025Q4: 7,625 shares 7,625 $701K 0.01% +1,966 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: 4,138 shares; 2024Q4: 4,140 shares; 2025Q1: 4,220 shares; 2025Q2: 4,344 shares; 2025Q3: 4,484 shares; 2025Q4: 4,691 shares 4,691 $698K 0.01% +207 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES 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: 21,081 shares; 2025Q4: 24,814 shares 24,814 $694K 0.01% +3,733 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: 1,208 shares; 2024Q4: 1,576 shares; 2025Q1: 1,461 shares; 2025Q2: 1,594 shares; 2025Q3: 1,844 shares; 2025Q4: 1,784 shares 1,784 $694K 0.01% -60 Timeline YALL TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,568 shares; 2025Q2: 11,490 shares; 2025Q3: 11,490 shares; 2025Q4: 15,995 shares 15,995 $692K 0.01% +4,505 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,850 shares; 2024Q4: 9,850 shares; 2025Q1: 9,850 shares; 2025Q2: 9,155 shares; 2025Q3: 9,155 shares; 2025Q4: 9,155 shares 9,155 $688K 0.01% 0 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: 6,943 shares; 2024Q4: 6,508 shares; 2025Q1: 6,426 shares; 2025Q2: 5,642 shares; 2025Q3: 4,866 shares; 2025Q4: 4,187 shares 4,187 $683K 0.01% -679 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: 3,000 shares; 2024Q4: 3,317 shares; 2025Q1: 3,087 shares; 2025Q2: 3,194 shares; 2025Q3: 3,195 shares; 2025Q4: 4,189 shares 4,189 $681K 0.01% +994 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,905 shares; 2025Q1: 3,905 shares; 2025Q2: 3,855 shares; 2025Q3: 3,855 shares; 2025Q4: 3,855 shares 3,855 $677K 0.01% 0 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH 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: 10,486 shares; 2025Q2: 11,530 shares; 2025Q3: 14,720 shares; 2025Q4: 17,842 shares 17,842 $667K 0.01% +3,122 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,949 shares 7,949 $663K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,249 shares; 2025Q1: 1,165 shares; 2025Q2: 1,387 shares; 2025Q3: 1,265 shares; 2025Q4: 1,164 shares 1,164 $661K 0.01% -101 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,284 shares; 2024Q4: 12,626 shares; 2025Q1: 12,528 shares; 2025Q2: 13,411 shares; 2025Q3: 16,426 shares; 2025Q4: 25,521 shares 25,521 $661K 0.01% +9,095 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 31,451 shares; 2025Q4: 37,900 shares 37,900 $661K 0.01% +6,449 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,151 shares; 2025Q3: 1,301 shares; 2025Q4: 2,070 shares 2,070 $660K 0.01% +769 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: 7,668 shares; 2024Q4: 6,952 shares; 2025Q1: 6,900 shares; 2025Q2: 6,872 shares; 2025Q3: 6,030 shares; 2025Q4: 5,985 shares 5,985 $658K 0.01% -45 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,923 shares; 2025Q4: 40,754 shares 40,754 $656K 0.01% +29,831 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: 9,659 shares; 2024Q4: 11,614 shares; 2025Q1: 4,305 shares; 2025Q2: 4,281 shares; 2025Q3: 5,511 shares; 2025Q4: 6,830 shares 6,830 $656K 0.01% +1,319 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,229 shares; 2024Q4: 34,004 shares; 2025Q1: 33,221 shares; 2025Q2: 31,188 shares; 2025Q3: 59,544 shares; 2025Q4: 39,686 shares 39,686 $654K 0.01% -19,858 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: 41,396 shares; 2024Q4: 43,780 shares; 2025Q1: 12,580 shares; 2025Q2: 10,776 shares; 2025Q3: 10,356 shares; 2025Q4: 10,262 shares 10,262 $654K 0.01% -94 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 2,338 shares; 2025Q1: 1,697 shares; 2025Q2: 1,681 shares; 2025Q3: 2,145 shares; 2025Q4: 2,891 shares 2,891 $649K 0.01% +746 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,943 shares; 2025Q3: 3,897 shares; 2025Q4: 16,024 shares 16,024 $644K 0.01% +12,127 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: 1,970 shares; 2024Q4: 1,945 shares; 2025Q1: 1,776 shares; 2025Q2: 1,820 shares; 2025Q3: 1,848 shares; 2025Q4: 1,813 shares 1,813 $636K 0.01% -35 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,481 shares; 2025Q4: 3,659 shares 3,659 $635K 0.01% +2,178 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,645 shares; 2025Q1: 1,319 shares; 2025Q2: 1,673 shares; 2025Q3: 1,880 shares; 2025Q4: 2,969 shares 2,969 $634K 0.01% +1,089 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 3,078 shares; 2025Q1: 3,078 shares; 2025Q2: 3,324 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares 3,028 $633K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,534 shares; 2024Q4: 21,394 shares; 2025Q1: 75,412 shares; 2025Q2: 82,185 shares; 2025Q3: 28,023 shares; 2025Q4: 23,009 shares 23,009 $633K 0.01% -5,014 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,501 shares; 2024Q4: 16,338 shares; 2025Q1: 20,188 shares; 2025Q2: 22,179 shares; 2025Q3: 26,852 shares; 2025Q4: 30,489 shares 30,489 $632K 0.01% +3,637 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,305 shares; 2024Q4: 30,043 shares; 2025Q1: 18,115 shares; 2025Q2: 19,749 shares; 2025Q3: 24,173 shares; 2025Q4: 27,499 shares 27,499 $628K 0.01% +3,326 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,428 shares; 2025Q4: 8,188 shares 8,188 $628K 0.01% +3,760 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,242 shares 9,242 $622K 0.01% new Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 3,498 shares; 2025Q1: 4,332 shares; 2025Q2: 4,978 shares; 2025Q3: 5,865 shares; 2025Q4: 6,582 shares 6,582 $622K 0.01% +717 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,998 shares 5,998 $618K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,523 shares; 2025Q2: 2,359 shares; 2025Q3: 3,366 shares; 2025Q4: 4,079 shares 4,079 $617K 0.01% +713 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,415 shares 26,415 $616K 0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 4,555 shares; 2025Q3: 8,370 shares; 2025Q4: 6,721 shares 6,721 $615K 0.01% -1,649 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS 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: 9,792 shares; 2025Q4: 21,043 shares 21,043 $615K 0.01% +11,251 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: 11,462 shares; 2024Q4: 11,412 shares; 2025Q1: 11,312 shares; 2025Q2: 14,494 shares; 2025Q3: 11,252 shares; 2025Q4: 12,219 shares 12,219 $615K 0.01% +967 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: 2,504 shares; 2024Q4: 2,182 shares; 2025Q1: 4,835 shares; 2025Q2: 5,546 shares; 2025Q3: 6,408 shares; 2025Q4: 3,831 shares 3,831 $613K 0.01% -2,577 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,779 shares; 2025Q1: 3,779 shares; 2025Q2: 4,279 shares; 2025Q3: 4,279 shares; 2025Q4: 3,679 shares 3,679 $610K 0.01% -600 Timeline SCHP 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: 14,462 shares; 2024Q4: 26,245 shares; 2025Q1: 37,639 shares; 2025Q2: 22,905 shares; 2025Q3: 26,503 shares; 2025Q4: 22,727 shares 22,727 $602K 0.01% -3,776 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,249 shares; 2024Q4: 122,470 shares; 2025Q1: 2,625 shares; 2025Q2: not reported; 2025Q3: 4,719 shares; 2025Q4: 7,384 shares 7,384 $594K 0.01% +2,665 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,113 shares; 2025Q3: 17,065 shares; 2025Q4: 16,381 shares 16,381 $594K 0.01% -684 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,916 shares; 2025Q4: 14,744 shares 14,744 $592K 0.01% +2,828 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: 5,010 shares; 2024Q4: 5,010 shares; 2025Q1: 5,010 shares; 2025Q2: 5,723 shares; 2025Q3: 9,477 shares; 2025Q4: 5,767 shares 5,767 $591K 0.01% -3,710 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869 shares 2,869 $589K 0.01% new Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,376 shares; 2024Q4: 14,666 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,240 shares 48,240 $589K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,737 shares; 2025Q4: 9,623 shares 9,623 $581K 0.01% +4,886 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: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,975 shares 2,975 $576K 0.01% +325 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 11,937 shares; 2025Q1: 11,378 shares; 2025Q2: 11,378 shares; 2025Q3: 11,378 shares; 2025Q4: 10,517 shares 10,517 $575K 0.01% -861 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: 17,626 shares; 2024Q4: 17,200 shares; 2025Q1: 15,131 shares; 2025Q2: 15,512 shares; 2025Q3: 15,584 shares; 2025Q4: 15,797 shares 15,797 $573K 0.01% +213 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 4,575 shares; 2025Q1: 4,575 shares; 2025Q2: 3,685 shares; 2025Q3: 9,614 shares; 2025Q4: 12,446 shares 12,446 $571K 0.01% +2,832 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,190 shares; 2025Q2: 39,005 shares; 2025Q3: 68,127 shares; 2025Q4: 49,285 shares 49,285 $566K 0.01% -18,842 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,207 shares; 2025Q4: 21,876 shares 21,876 $565K 0.01% +2,669 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,423 shares; 2025Q4: 5,772 shares 5,772 $565K 0.01% +3,349 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,385 shares; 2025Q3: 2,000 shares; 2025Q4: 4,298 shares 4,298 $560K 0.01% +2,298 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: 2,195 shares; 2024Q4: 2,248 shares; 2025Q1: 3,432 shares; 2025Q2: 2,828 shares; 2025Q3: 3,893 shares; 2025Q4: 2,680 shares 2,680 $559K 0.01% -1,213 Timeline SCHR 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: 4,451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,051 shares; 2025Q4: 22,302 shares 22,302 $559K 0.01% -24,749 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: 3,059 shares; 2024Q4: not reported; 2025Q1: 4,966 shares; 2025Q2: 7,774 shares; 2025Q3: 10,637 shares; 2025Q4: 6,969 shares 6,969 $558K 0.01% -3,668 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: 2,867 shares; 2024Q4: 2,347 shares; 2025Q1: 2,356 shares; 2025Q2: 2,165 shares; 2025Q3: 1,655 shares; 2025Q4: 4,263 shares 4,263 $556K 0.01% +2,608 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 922 shares 922 $556K 0.01% -3 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: 4,289 shares; 2024Q4: 4,293 shares; 2025Q1: 3,949 shares; 2025Q2: 5,183 shares; 2025Q3: 4,527 shares; 2025Q4: 4,527 shares 4,527 $551K 0.01% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,900 shares; 2025Q2: 11,010 shares; 2025Q3: 6,161 shares; 2025Q4: 10,452 shares 10,452 $551K 0.01% +4,291 Timeline HLN HALEON PLC More: the full row for HALEON 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: 11,440 shares; 2025Q4: 54,429 shares 54,429 $550K 0.01% +42,989 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 1,556 shares; 2025Q4: 1,817 shares 1,817 $549K 0.01% +261 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,382 shares; 2025Q1: not reported; 2025Q2: 5,632 shares; 2025Q3: 3,508 shares; 2025Q4: 8,453 shares 8,453 $544K 0.01% +4,945 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,925 shares; 2025Q2: 16,285 shares; 2025Q3: 14,190 shares; 2025Q4: 14,160 shares 14,160 $543K 0.01% -30 Timeline MCBS METROCITY BANKSHARES INC More: the full row for METROCITY BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,744 shares; 2024Q4: 34,237 shares; 2025Q1: 38,375 shares; 2025Q2: 47,232 shares; 2025Q3: 56,567 shares; 2025Q4: 20,414 shares 20,414 $542K 0.01% -36,153 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,815 shares; 2025Q3: 12,524 shares; 2025Q4: 18,102 shares 18,102 $539K 0.01% +5,578 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 783 shares; 2025Q4: 1,816 shares 1,816 $538K 0.01% +1,033 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: not reported; 2024Q4: not reported; 2025Q1: 1,303 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,203 shares 3,203 $537K 0.01% new 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: 4,280 shares; 2024Q4: 4,280 shares; 2025Q1: 5,280 shares; 2025Q2: 4,031 shares; 2025Q3: 7,356 shares; 2025Q4: 10,108 shares 10,108 $535K 0.01% +2,752 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: 6,156 shares 6,156 $531K 0.01% +2,932 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: 1,826 shares; 2024Q4: 2,696 shares; 2025Q1: 1,919 shares; 2025Q2: 1,939 shares; 2025Q3: 1,535 shares; 2025Q4: 1,509 shares 1,509 $530K 0.01% -26 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: not reported; 2025Q3: 7,699 shares; 2025Q4: 6,069 shares 6,069 $527K 0.01% -1,630 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: 4,617 shares; 2024Q4: 4,228 shares; 2025Q1: 77,335 shares; 2025Q2: 75,616 shares; 2025Q3: 3,737 shares; 2025Q4: 3,967 shares 3,967 $526K 0.01% +230 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: 3,192 shares; 2024Q4: 3,665 shares; 2025Q1: 4,051 shares; 2025Q2: 4,101 shares; 2025Q3: 3,832 shares; 2025Q4: 4,075 shares 4,075 $526K 0.01% +243 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,398 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares 1,352 $523K 0.01% 0 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,277 shares; 2025Q1: 1,665 shares; 2025Q2: 1,784 shares; 2025Q3: 2,298 shares; 2025Q4: 2,514 shares 2,514 $523K 0.01% +216 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: 7,262 shares; 2024Q4: 7,071 shares; 2025Q1: 100,389 shares; 2025Q2: 121,732 shares; 2025Q3: 19,311 shares; 2025Q4: 8,936 shares 8,936 $522K 0.01% -10,375 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR 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: not reported; 2025Q3: not reported; 2025Q4: 7,213 shares 7,213 $521K 0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 11,597 shares; 2025Q1: 20,619 shares; 2025Q2: 12,819 shares; 2025Q3: 20,226 shares; 2025Q4: 17,290 shares 17,290 $520K 0.01% -2,936 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,659 shares; 2025Q3: 5,248 shares; 2025Q4: 7,227 shares 7,227 $520K 0.01% +1,979 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: 22,770 shares; 2024Q4: 23,820 shares; 2025Q1: 1,802 shares; 2025Q2: 1,612 shares; 2025Q3: 1,053 shares; 2025Q4: 1,888 shares 1,888 $520K 0.01% +835 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,896 shares; 2025Q3: 3,890 shares; 2025Q4: 2,681 shares 2,681 $519K 0.01% -1,209 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: 1,243 shares; 2024Q4: 1,243 shares; 2025Q1: 1,222 shares; 2025Q2: 1,224 shares; 2025Q3: 1,349 shares; 2025Q4: 2,067 shares 2,067 $519K 0.01% +718 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,016 shares; 2025Q4: 5,016 shares 5,016 $518K 0.01% 0 Timeline