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: restricted; 2024Q4: 70,518 shares; 2025Q1: 619,193 shares; 2025Q2: 685,866 shares; 2025Q3: 754,754 shares; 2025Q4: 813,302 shares 813,302 $155M 14.39% +58,548 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: restricted; 2024Q4: 26,159 shares; 2025Q1: 214,669 shares; 2025Q2: 250,772 shares; 2025Q3: 262,574 shares; 2025Q4: 284,541 shares 284,541 $139M 12.86% +21,967 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: restricted; 2024Q4: 130,551 shares; 2025Q1: 213,645 shares; 2025Q2: 207,589 shares; 2025Q3: 202,804 shares; 2025Q4: 184,403 shares 184,403 $61.8M 5.73% -18,401 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: restricted; 2024Q4: 198,538 shares; 2025Q1: 204,845 shares; 2025Q2: 208,869 shares; 2025Q3: 218,154 shares; 2025Q4: 228,421 shares 228,421 $42.6M 3.95% +10,267 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: restricted; 2024Q4: 108,728 shares; 2025Q1: 122,987 shares; 2025Q2: 114,566 shares; 2025Q3: 114,970 shares; 2025Q4: 124,008 shares 124,008 $33.7M 3.12% +9,038 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 154,660 shares; 2025Q2: 400,996 shares; 2025Q3: 625,322 shares; 2025Q4: 848,859 shares 848,859 $32.4M 3% +223,537 Timeline BIV 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: restricted; 2024Q4: 24,457 shares; 2025Q1: 481,577 shares; 2025Q2: 418,808 shares; 2025Q3: 407,710 shares; 2025Q4: 381,643 shares 381,643 $29.7M 2.75% -26,067 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: restricted; 2024Q4: 48,169 shares; 2025Q1: 48,952 shares; 2025Q2: 53,410 shares; 2025Q3: 56,151 shares; 2025Q4: 57,545 shares 57,545 $27.8M 2.58% +1,394 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 87,802 shares; 2025Q2: 236,199 shares; 2025Q3: 362,226 shares; 2025Q4: 488,575 shares 488,575 $15.9M 1.47% +126,349 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: restricted; 2024Q4: 53,057 shares; 2025Q1: 56,870 shares; 2025Q2: 57,576 shares; 2025Q3: 61,122 shares; 2025Q4: 68,540 shares 68,540 $15.8M 1.47% +7,418 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: restricted; 2024Q4: 32,729 shares; 2025Q1: 34,005 shares; 2025Q2: 34,168 shares; 2025Q3: 36,688 shares; 2025Q4: 42,230 shares 42,230 $13.2M 1.22% +5,542 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: restricted; 2024Q4: 17,000 shares; 2025Q1: 17,586 shares; 2025Q2: 17,862 shares; 2025Q3: 18,776 shares; 2025Q4: 18,974 shares 18,974 $12.5M 1.16% +198 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: restricted; 2024Q4: 98,230 shares; 2025Q1: 301,061 shares; 2025Q2: 275,348 shares; 2025Q3: 253,493 shares; 2025Q4: 231,501 shares 231,501 $12.4M 1.15% -21,992 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: restricted; 2024Q4: 468,177 shares; 2025Q1: 445,634 shares; 2025Q2: 440,034 shares; 2025Q3: 442,681 shares; 2025Q4: 366,612 shares 366,612 $12M 1.11% -76,069 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: restricted; 2024Q4: 30,130 shares; 2025Q1: 31,881 shares; 2025Q2: 31,910 shares; 2025Q3: 35,162 shares; 2025Q4: 37,774 shares 37,774 $11.9M 1.1% +2,612 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: restricted; 2024Q4: 25,524 shares; 2025Q1: 26,625 shares; 2025Q2: 29,394 shares; 2025Q3: 31,037 shares; 2025Q4: 33,465 shares 33,465 $11.6M 1.07% +2,428 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: restricted; 2024Q4: 458,028 shares; 2025Q1: 456,823 shares; 2025Q2: 464,093 shares; 2025Q3: 451,757 shares; 2025Q4: 425,763 shares 425,763 $11.2M 1.03% -25,994 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: restricted; 2024Q4: 15,796 shares; 2025Q1: 15,647 shares; 2025Q2: 17,582 shares; 2025Q3: 19,221 shares; 2025Q4: 19,763 shares 19,763 $8.89M 0.82% +542 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: restricted; 2024Q4: 4,975 shares; 2025Q1: 5,767 shares; 2025Q2: 6,516 shares; 2025Q3: 6,442 shares; 2025Q4: 7,574 shares 7,574 $8.14M 0.75% +1,132 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: restricted; 2024Q4: 25,917 shares; 2025Q1: 29,689 shares; 2025Q2: 33,721 shares; 2025Q3: 36,345 shares; 2025Q4: 38,208 shares 38,208 $8.09M 0.75% +1,863 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: restricted; 2024Q4: 10,619 shares; 2025Q1: 11,281 shares; 2025Q2: 14,576 shares; 2025Q3: 14,815 shares; 2025Q4: 15,318 shares 15,318 $7.7M 0.71% +503 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: restricted; 2024Q4: 17,946 shares; 2025Q1: 20,283 shares; 2025Q2: 22,659 shares; 2025Q3: 24,192 shares; 2025Q4: 26,609 shares 26,609 $7.43M 0.69% +2,417 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: restricted; 2024Q4: 25,553 shares; 2025Q1: 26,167 shares; 2025Q2: 27,501 shares; 2025Q3: 28,689 shares; 2025Q4: 22,843 shares 22,843 $7.36M 0.68% -5,846 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: restricted; 2024Q4: 23,653 shares; 2025Q1: 28,157 shares; 2025Q2: 32,246 shares; 2025Q3: 35,694 shares; 2025Q4: 39,572 shares 39,572 $7.02M 0.65% +3,878 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: restricted; 2024Q4: 14,569 shares; 2025Q1: 16,988 shares; 2025Q2: 19,633 shares; 2025Q3: 20,882 shares; 2025Q4: 23,046 shares 23,046 $6.96M 0.64% +2,164 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: restricted; 2024Q4: 4,008 shares; 2025Q1: 5,163 shares; 2025Q2: 6,757 shares; 2025Q3: 7,901 shares; 2025Q4: 8,813 shares 8,813 $5.53M 0.51% +912 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: restricted; 2024Q4: 38,526 shares; 2025Q1: 44,491 shares; 2025Q2: 49,357 shares; 2025Q3: 52,768 shares; 2025Q4: 60,166 shares 60,166 $5.32M 0.49% +7,398 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: restricted; 2024Q4: 17,280 shares; 2025Q1: 18,377 shares; 2025Q2: 19,053 shares; 2025Q3: 20,011 shares; 2025Q4: 20,650 shares 20,650 $4.72M 0.44% +639 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: restricted; 2024Q4: 31,574 shares; 2025Q1: 32,429 shares; 2025Q2: 36,276 shares; 2025Q3: 38,002 shares; 2025Q4: 42,104 shares 42,104 $4.69M 0.43% +4,102 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: restricted; 2024Q4: 10,069 shares; 2025Q1: 11,239 shares; 2025Q2: 12,193 shares; 2025Q3: 12,052 shares; 2025Q4: 13,275 shares 13,275 $4.66M 0.43% +1,223 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: restricted; 2024Q4: 23,741 shares; 2025Q1: 24,390 shares; 2025Q2: 24,283 shares; 2025Q3: 25,158 shares; 2025Q4: 25,435 shares 25,435 $4.52M 0.42% +277 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: restricted; 2024Q4: 31,020 shares; 2025Q1: 33,482 shares; 2025Q2: 33,943 shares; 2025Q3: 36,768 shares; 2025Q4: 36,935 shares 36,935 $4.44M 0.41% +167 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: restricted; 2024Q4: 3,499 shares; 2025Q1: 4,216 shares; 2025Q2: 4,727 shares; 2025Q3: 4,641 shares; 2025Q4: 5,088 shares 5,088 $4.39M 0.41% +447 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: restricted; 2024Q4: 5,177 shares; 2025Q1: 5,427 shares; 2025Q2: 5,665 shares; 2025Q3: 5,947 shares; 2025Q4: 5,957 shares 5,957 $4.08M 0.38% +10 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: restricted; 2024Q4: 9,377 shares; 2025Q1: 10,044 shares; 2025Q2: 11,981 shares; 2025Q3: 12,420 shares; 2025Q4: 12,557 shares 12,557 $3.87M 0.36% +137 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: restricted; 2024Q4: 152,339 shares; 2025Q1: 153,795 shares; 2025Q2: 166,535 shares; 2025Q3: 162,660 shares; 2025Q4: 129,225 shares 129,225 $3.83M 0.35% -33,435 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: restricted; 2024Q4: 3,261 shares; 2025Q1: 3,437 shares; 2025Q2: 3,724 shares; 2025Q3: 3,788 shares; 2025Q4: 39,228 shares 39,228 $3.68M 0.34% +35,440 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: restricted; 2024Q4: 30,461 shares; 2025Q1: 30,281 shares; 2025Q2: 32,836 shares; 2025Q3: 31,269 shares; 2025Q4: 24,666 shares 24,666 $3.53M 0.33% -6,603 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: restricted; 2024Q4: 3,710 shares; 2025Q1: 3,779 shares; 2025Q2: 4,756 shares; 2025Q3: 4,964 shares; 2025Q4: 5,305 shares 5,305 $3.47M 0.32% +341 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: restricted; 2024Q4: 4,651 shares; 2025Q1: 5,518 shares; 2025Q2: 5,764 shares; 2025Q3: 5,980 shares; 2025Q4: 5,981 shares 5,981 $3.41M 0.32% +1 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: restricted; 2024Q4: 10,647 shares; 2025Q1: 12,754 shares; 2025Q2: 14,050 shares; 2025Q3: 14,666 shares; 2025Q4: 15,371 shares 15,371 $3.29M 0.3% +705 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: restricted; 2024Q4: 127,591 shares; 2025Q1: 127,039 shares; 2025Q2: 127,483 shares; 2025Q3: 126,651 shares; 2025Q4: 107,357 shares 107,357 $3.23M 0.3% -19,294 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: restricted; 2024Q4: 6,063 shares; 2025Q1: 10,691 shares; 2025Q2: 12,401 shares; 2025Q3: 13,624 shares; 2025Q4: 14,989 shares 14,989 $3.1M 0.29% +1,365 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,428 shares; 2025Q1: 64,612 shares; 2025Q2: 46,044 shares; 2025Q3: 40,979 shares; 2025Q4: 41,048 shares 41,048 $3.1M 0.29% +69 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: restricted; 2024Q4: 2,372 shares; 2025Q1: 2,499 shares; 2025Q2: 3,378 shares; 2025Q3: 3,379 shares; 2025Q4: 4,260 shares 4,260 $2.82M 0.26% +881 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: restricted; 2024Q4: 22,884 shares; 2025Q1: 24,657 shares; 2025Q2: 27,481 shares; 2025Q3: 29,114 shares; 2025Q4: 35,855 shares 35,855 $2.76M 0.26% +6,741 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: restricted; 2024Q4: 5,356 shares; 2025Q1: 6,682 shares; 2025Q2: 6,022 shares; 2025Q3: 7,641 shares; 2025Q4: 9,635 shares 9,635 $2.75M 0.25% +1,994 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: restricted; 2024Q4: 128,601 shares; 2025Q1: 122,486 shares; 2025Q2: 118,406 shares; 2025Q3: 106,013 shares; 2025Q4: 97,982 shares 97,982 $2.69M 0.25% -8,031 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: restricted; 2024Q4: 2,337 shares; 2025Q1: 2,472 shares; 2025Q2: 2,650 shares; 2025Q3: 2,840 shares; 2025Q4: 2,974 shares 2,974 $2.61M 0.24% +134 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: restricted; 2024Q4: 4,012 shares; 2025Q1: 3,976 shares; 2025Q2: 3,363 shares; 2025Q3: 3,984 shares; 2025Q4: 4,555 shares 4,555 $2.61M 0.24% +571 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: restricted; 2024Q4: 5,942 shares; 2025Q1: 6,401 shares; 2025Q2: 8,126 shares; 2025Q3: 8,259 shares; 2025Q4: 9,720 shares 9,720 $2.5M 0.23% +1,461 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: restricted; 2024Q4: 12,793 shares; 2025Q1: 13,067 shares; 2025Q2: 12,535 shares; 2025Q3: 13,469 shares; 2025Q4: 12,679 shares 12,679 $2.47M 0.23% -790 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: restricted; 2024Q4: 4,393 shares; 2025Q1: 3,987 shares; 2025Q2: 4,254 shares; 2025Q3: 4,946 shares; 2025Q4: 6,552 shares 6,552 $2.42M 0.22% +1,606 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,255 shares; 2025Q1: 3,372 shares; 2025Q2: 3,852 shares; 2025Q3: 3,873 shares; 2025Q4: 4,169 shares 4,169 $2.42M 0.22% +296 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: restricted; 2024Q4: 5,378 shares; 2025Q1: 5,485 shares; 2025Q2: 6,207 shares; 2025Q3: 6,496 shares; 2025Q4: 6,886 shares 6,886 $2.37M 0.22% +390 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: restricted; 2024Q4: 3,196 shares; 2025Q1: 3,271 shares; 2025Q2: 3,403 shares; 2025Q3: 3,049 shares; 2025Q4: 4,147 shares 4,147 $2.35M 0.22% +1,098 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: restricted; 2024Q4: 318 shares; 2025Q1: 349 shares; 2025Q2: 374 shares; 2025Q3: 387 shares; 2025Q4: 437 shares 437 $2.34M 0.22% +50 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: restricted; 2024Q4: 6,109 shares; 2025Q1: 6,435 shares; 2025Q2: 7,195 shares; 2025Q3: 7,185 shares; 2025Q4: 7,877 shares 7,877 $2.33M 0.22% +692 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: restricted; 2024Q4: 4,265 shares; 2025Q1: 4,167 shares; 2025Q2: 4,600 shares; 2025Q3: 4,998 shares; 2025Q4: 5,500 shares 5,500 $2.32M 0.22% +502 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: restricted; 2024Q4: 18,564 shares; 2025Q1: 19,490 shares; 2025Q2: 21,051 shares; 2025Q3: 22,065 shares; 2025Q4: 24,880 shares 24,880 $2.32M 0.21% +2,815 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: restricted; 2024Q4: 8,886 shares; 2025Q1: 10,118 shares; 2025Q2: 11,017 shares; 2025Q3: 11,826 shares; 2025Q4: 12,502 shares 12,502 $2.29M 0.21% +676 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: restricted; 2024Q4: 36,991 shares; 2025Q1: 38,717 shares; 2025Q2: 34,337 shares; 2025Q3: 37,707 shares; 2025Q4: 41,247 shares 41,247 $2.27M 0.21% +3,540 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: restricted; 2024Q4: 11,469 shares; 2025Q1: 12,237 shares; 2025Q2: 13,489 shares; 2025Q3: 13,901 shares; 2025Q4: 14,111 shares 14,111 $2.26M 0.21% +210 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: restricted; 2024Q4: 19,925 shares; 2025Q1: 23,807 shares; 2025Q2: 25,395 shares; 2025Q3: 25,242 shares; 2025Q4: 31,268 shares 31,268 $2.19M 0.2% +6,026 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: restricted; 2024Q4: 8,689 shares; 2025Q1: 7,773 shares; 2025Q2: 7,124 shares; 2025Q3: 9,291 shares; 2025Q4: 12,568 shares 12,568 $2.17M 0.2% +3,277 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: restricted; 2024Q4: 10,536 shares; 2025Q1: 11,442 shares; 2025Q2: 12,773 shares; 2025Q3: 13,138 shares; 2025Q4: 13,854 shares 13,854 $2.13M 0.2% +716 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: restricted; 2024Q4: 29,249 shares; 2025Q1: 31,355 shares; 2025Q2: 30,801 shares; 2025Q3: 28,658 shares; 2025Q4: 26,985 shares 26,985 $2.13M 0.2% -1,673 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: restricted; 2024Q4: 4,406 shares; 2025Q1: 4,951 shares; 2025Q2: 6,156 shares; 2025Q3: 5,680 shares; 2025Q4: 6,705 shares 6,705 $2.05M 0.19% +1,025 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,155 shares; 2025Q1: 6,915 shares; 2025Q2: 6,658 shares; 2025Q3: 7,366 shares; 2025Q4: 7,281 shares 7,281 $2.03M 0.19% -85 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,234 shares; 2025Q1: 2,203 shares; 2025Q2: 2,515 shares; 2025Q3: 2,281 shares; 2025Q4: 2,985 shares 2,985 $2.01M 0.19% +704 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: restricted; 2024Q4: 78,991 shares; 2025Q1: 79,440 shares; 2025Q2: 77,693 shares; 2025Q3: 77,625 shares; 2025Q4: 70,467 shares 70,467 $2.01M 0.19% -7,158 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: restricted; 2024Q4: 22,744 shares; 2025Q1: 22,738 shares; 2025Q2: 21,182 shares; 2025Q3: 22,343 shares; 2025Q4: 22,399 shares 22,399 $2M 0.19% +56 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: restricted; 2024Q4: 24,643 shares; 2025Q1: 28,872 shares; 2025Q2: 30,953 shares; 2025Q3: 30,387 shares; 2025Q4: 31,844 shares 31,844 $1.99M 0.18% +1,457 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: restricted; 2024Q4: 2,088 shares; 2025Q1: 2,205 shares; 2025Q2: 2,985 shares; 2025Q3: 3,051 shares; 2025Q4: 3,801 shares 3,801 $1.99M 0.18% +750 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: restricted; 2024Q4: 52,868 shares; 2025Q1: 94,067 shares; 2025Q2: 92,695 shares; 2025Q3: 74,757 shares; 2025Q4: 72,890 shares 72,890 $1.96M 0.18% -1,867 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: restricted; 2024Q4: not reported; 2025Q1: 8,741 shares; 2025Q2: 6,662 shares; 2025Q3: 8,990 shares; 2025Q4: 11,026 shares 11,026 $1.89M 0.17% +2,036 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: restricted; 2024Q4: 14,605 shares; 2025Q1: 15,391 shares; 2025Q2: 17,340 shares; 2025Q3: 20,518 shares; 2025Q4: 31,022 shares 31,022 $1.86M 0.17% +10,504 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,936 shares; 2025Q1: 3,848 shares; 2025Q2: 5,549 shares; 2025Q3: 5,653 shares; 2025Q4: 5,941 shares 5,941 $1.86M 0.17% +288 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: restricted; 2024Q4: 26,271 shares; 2025Q1: 31,648 shares; 2025Q2: 30,733 shares; 2025Q3: 22,525 shares; 2025Q4: 24,630 shares 24,630 $1.82M 0.17% +2,105 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: restricted; 2024Q4: 8,876 shares; 2025Q1: 10,859 shares; 2025Q2: 10,499 shares; 2025Q3: 11,697 shares; 2025Q4: 11,539 shares 11,539 $1.76M 0.16% -158 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331,150 shares; 2025Q4: 466,216 shares 466,216 $1.76M 0.16% +135,066 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: restricted; 2024Q4: 7,374 shares; 2025Q1: 6,499 shares; 2025Q2: 8,435 shares; 2025Q3: 9,182 shares; 2025Q4: 9,894 shares 9,894 $1.76M 0.16% +712 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: restricted; 2024Q4: 6,563 shares; 2025Q1: 9,770 shares; 2025Q2: 9,418 shares; 2025Q3: 10,059 shares; 2025Q4: 12,182 shares 12,182 $1.75M 0.16% +2,123 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,378 shares; 2025Q1: 35,262 shares; 2025Q2: 39,756 shares; 2025Q3: 47,704 shares; 2025Q4: 59,709 shares 59,709 $1.72M 0.16% +12,005 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: restricted; 2024Q4: 1,397 shares; 2025Q1: 1,501 shares; 2025Q2: 1,586 shares; 2025Q3: 1,929 shares; 2025Q4: 2,030 shares 2,030 $1.67M 0.15% +101 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: restricted; 2024Q4: 6,069 shares; 2025Q1: 6,474 shares; 2025Q2: 7,339 shares; 2025Q3: 8,569 shares; 2025Q4: 8,938 shares 8,938 $1.66M 0.15% +369 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: restricted; 2024Q4: 15,108 shares; 2025Q1: 15,830 shares; 2025Q2: 16,584 shares; 2025Q3: 16,861 shares; 2025Q4: 17,087 shares 17,087 $1.63M 0.15% +226 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,206 shares; 2025Q1: 36,096 shares; 2025Q2: 33,674 shares; 2025Q3: 32,159 shares; 2025Q4: 32,084 shares 32,084 $1.61M 0.15% -75 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: restricted; 2024Q4: 10,586 shares; 2025Q1: 13,810 shares; 2025Q2: 11,865 shares; 2025Q3: 12,186 shares; 2025Q4: 15,151 shares 15,151 $1.59M 0.15% +2,965 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: restricted; 2024Q4: 10,322 shares; 2025Q1: 11,957 shares; 2025Q2: 13,520 shares; 2025Q3: 13,722 shares; 2025Q4: 12,662 shares 12,662 $1.59M 0.15% -1,060 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: restricted; 2024Q4: 3,183 shares; 2025Q1: 4,116 shares; 2025Q2: 3,156 shares; 2025Q3: 3,871 shares; 2025Q4: 5,816 shares 5,816 $1.58M 0.15% +1,945 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: restricted; 2024Q4: 2,471 shares; 2025Q1: 2,110 shares; 2025Q2: 3,167 shares; 2025Q3: 3,136 shares; 2025Q4: 3,343 shares 3,343 $1.57M 0.15% +207 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: restricted; 2024Q4: 4,778 shares; 2025Q1: 5,068 shares; 2025Q2: 5,155 shares; 2025Q3: 5,423 shares; 2025Q4: 6,018 shares 6,018 $1.55M 0.14% +595 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: restricted; 2024Q4: 5,298 shares; 2025Q1: 5,132 shares; 2025Q2: 5,086 shares; 2025Q3: 5,333 shares; 2025Q4: 5,307 shares 5,307 $1.54M 0.14% -26 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: restricted; 2024Q4: 1,880 shares; 2025Q1: 1,804 shares; 2025Q2: 1,865 shares; 2025Q3: 1,899 shares; 2025Q4: 10,031 shares 10,031 $1.54M 0.14% +8,132 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: restricted; 2024Q4: 6,951 shares; 2025Q1: 7,358 shares; 2025Q2: 7,356 shares; 2025Q3: 7,293 shares; 2025Q4: 8,157 shares 8,157 $1.5M 0.14% +864 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: restricted; 2024Q4: 1,865 shares; 2025Q1: 1,929 shares; 2025Q2: 2,226 shares; 2025Q3: 2,222 shares; 2025Q4: 2,197 shares 2,197 $1.5M 0.14% -25 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,302 shares; 2025Q1: 8,902 shares; 2025Q2: 7,543 shares; 2025Q3: 8,269 shares; 2025Q4: 8,533 shares 8,533 $1.48M 0.14% +264 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,567 shares; 2025Q1: 5,056 shares; 2025Q2: 5,745 shares; 2025Q3: 6,653 shares; 2025Q4: 6,537 shares 6,537 $1.48M 0.14% -116 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: restricted; 2024Q4: 4,292 shares; 2025Q1: 4,535 shares; 2025Q2: 2,219 shares; 2025Q3: 3,904 shares; 2025Q4: 4,402 shares 4,402 $1.45M 0.13% +498 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 746 shares; 2025Q1: 1,285 shares; 2025Q2: 1,823 shares; 2025Q3: 1,962 shares; 2025Q4: 2,126 shares 2,126 $1.44M 0.13% +164 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: restricted; 2024Q4: 1,955 shares; 2025Q1: 3,750 shares; 2025Q2: 3,959 shares; 2025Q3: 4,076 shares; 2025Q4: 4,317 shares 4,317 $1.41M 0.13% +241 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,737 shares; 2025Q1: 31,546 shares; 2025Q2: 36,572 shares; 2025Q3: 30,223 shares; 2025Q4: 27,762 shares 27,762 $1.41M 0.13% -2,461 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: restricted; 2024Q4: 6,341 shares; 2025Q1: 8,814 shares; 2025Q2: 10,838 shares; 2025Q3: 13,716 shares; 2025Q4: 14,126 shares 14,126 $1.41M 0.13% +410 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: restricted; 2024Q4: 7,478 shares; 2025Q1: 8,434 shares; 2025Q2: 11,909 shares; 2025Q3: 12,245 shares; 2025Q4: 11,932 shares 11,932 $1.4M 0.13% -313 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: restricted; 2024Q4: 6,273 shares; 2025Q1: 6,780 shares; 2025Q2: 7,481 shares; 2025Q3: 8,556 shares; 2025Q4: 14,345 shares 14,345 $1.39M 0.13% +5,789 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: restricted; 2024Q4: 49,864 shares; 2025Q1: 53,936 shares; 2025Q2: 59,095 shares; 2025Q3: 62,507 shares; 2025Q4: 55,187 shares 55,187 $1.37M 0.13% -7,320 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,223 shares; 2025Q1: 30,024 shares; 2025Q2: 30,614 shares; 2025Q3: 31,451 shares; 2025Q4: 32,390 shares 32,390 $1.35M 0.13% +939 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,305 shares; 2025Q3: 4,954 shares; 2025Q4: 8,264 shares 8,264 $1.34M 0.12% +3,310 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: restricted; 2024Q4: 5,751 shares; 2025Q1: 6,114 shares; 2025Q2: 5,429 shares; 2025Q3: 4,965 shares; 2025Q4: 5,051 shares 5,051 $1.34M 0.12% +86 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: restricted; 2024Q4: 197 shares; 2025Q1: 846 shares; 2025Q2: 1,006 shares; 2025Q3: 1,285 shares; 2025Q4: 1,231 shares 1,231 $1.32M 0.12% -54 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,639 shares; 2025Q1: 28,449 shares; 2025Q2: 31,677 shares; 2025Q3: 39,041 shares; 2025Q4: 40,208 shares 40,208 $1.32M 0.12% +1,167 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: restricted; 2024Q4: 8,288 shares; 2025Q1: 12,795 shares; 2025Q2: 10,057 shares; 2025Q3: 8,137 shares; 2025Q4: 9,078 shares 9,078 $1.3M 0.12% +941 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,215 shares; 2025Q1: 3,447 shares; 2025Q2: 3,332 shares; 2025Q3: 3,853 shares; 2025Q4: 4,514 shares 4,514 $1.3M 0.12% +661 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,236 shares; 2025Q1: 43,282 shares; 2025Q2: 44,000 shares; 2025Q3: 40,816 shares; 2025Q4: 38,681 shares 38,681 $1.29M 0.12% -2,135 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,454 shares; 2025Q1: 8,773 shares; 2025Q2: 7,413 shares; 2025Q3: 7,625 shares; 2025Q4: 12,571 shares 12,571 $1.28M 0.12% +4,946 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: restricted; 2024Q4: 31,775 shares; 2025Q1: 33,312 shares; 2025Q2: 29,832 shares; 2025Q3: 33,136 shares; 2025Q4: 35,175 shares 35,175 $1.28M 0.12% +2,039 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,935 shares; 2025Q1: 5,199 shares; 2025Q2: 5,635 shares; 2025Q3: 6,460 shares; 2025Q4: 6,428 shares 6,428 $1.27M 0.12% -32 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,087 shares; 2025Q3: 5,052 shares; 2025Q4: 5,223 shares 5,223 $1.27M 0.12% +171 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: restricted; 2024Q4: 3,076 shares; 2025Q1: 3,311 shares; 2025Q2: 3,324 shares; 2025Q3: 3,673 shares; 2025Q4: 3,741 shares 3,741 $1.26M 0.12% +68 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: restricted; 2024Q4: 1,853 shares; 2025Q1: 1,844 shares; 2025Q2: 6,050 shares; 2025Q3: 5,674 shares; 2025Q4: 5,690 shares 5,690 $1.25M 0.12% +16 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: restricted; 2024Q4: 2,608 shares; 2025Q1: 2,749 shares; 2025Q2: 2,973 shares; 2025Q3: 3,036 shares; 2025Q4: 3,188 shares 3,188 $1.24M 0.11% +152 Timeline SCHK 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: restricted; 2024Q4: 30,568 shares; 2025Q1: 30,568 shares; 2025Q2: 37,412 shares; 2025Q3: 37,593 shares; 2025Q4: 37,521 shares 37,521 $1.23M 0.11% -72 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: restricted; 2024Q4: 9,159 shares; 2025Q1: 12,041 shares; 2025Q2: 15,593 shares; 2025Q3: 17,200 shares; 2025Q4: 15,023 shares 15,023 $1.23M 0.11% -2,177 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: restricted; 2024Q4: 13,484 shares; 2025Q1: 14,530 shares; 2025Q2: 10,905 shares; 2025Q3: 11,248 shares; 2025Q4: 11,412 shares 11,412 $1.22M 0.11% +164 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: restricted; 2024Q4: 6,539 shares; 2025Q1: 8,041 shares; 2025Q2: 9,183 shares; 2025Q3: 11,687 shares; 2025Q4: 12,212 shares 12,212 $1.22M 0.11% +525 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,274 shares; 2025Q1: 6,314 shares; 2025Q2: 8,634 shares; 2025Q3: 8,793 shares; 2025Q4: 9,123 shares 9,123 $1.21M 0.11% +330 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: restricted; 2024Q4: 8,508 shares; 2025Q1: 9,775 shares; 2025Q2: 11,050 shares; 2025Q3: 12,755 shares; 2025Q4: 13,871 shares 13,871 $1.19M 0.11% +1,116 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: restricted; 2024Q4: 3,004 shares; 2025Q1: 3,961 shares; 2025Q2: 4,517 shares; 2025Q3: 5,677 shares; 2025Q4: 5,405 shares 5,405 $1.17M 0.11% -272 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: restricted; 2024Q4: 2,259 shares; 2025Q1: 4,024 shares; 2025Q2: 8,338 shares; 2025Q3: 8,797 shares; 2025Q4: 8,943 shares 8,943 $1.17M 0.11% +146 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,073 shares; 2025Q1: 5,468 shares; 2025Q2: 6,606 shares; 2025Q3: 6,903 shares; 2025Q4: 6,199 shares 6,199 $1.17M 0.11% -704 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: restricted; 2024Q4: 12,541 shares; 2025Q1: 12,295 shares; 2025Q2: 13,157 shares; 2025Q3: 13,766 shares; 2025Q4: 14,514 shares 14,514 $1.17M 0.11% +748 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: restricted; 2024Q4: 7,421 shares; 2025Q1: 7,421 shares; 2025Q2: 7,321 shares; 2025Q3: 7,185 shares; 2025Q4: 7,185 shares 7,185 $1.16M 0.11% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,051 shares; 2025Q1: 1,690 shares; 2025Q2: 2,358 shares; 2025Q3: 2,396 shares; 2025Q4: 2,438 shares 2,438 $1.15M 0.11% +42 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: restricted; 2024Q4: 16,833 shares; 2025Q1: 18,500 shares; 2025Q2: 21,693 shares; 2025Q3: 23,878 shares; 2025Q4: 24,994 shares 24,994 $1.14M 0.11% +1,116 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: restricted; 2024Q4: 273 shares; 2025Q1: 294 shares; 2025Q2: 312 shares; 2025Q3: 346 shares; 2025Q4: 334 shares 334 $1.13M 0.1% -12 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,462 shares; 2025Q1: 5,562 shares; 2025Q2: 5,278 shares; 2025Q3: 6,191 shares; 2025Q4: 6,961 shares 6,961 $1.13M 0.1% +770 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: restricted; 2024Q4: not reported; 2025Q1: 24,735 shares; 2025Q2: 26,557 shares; 2025Q3: 26,634 shares; 2025Q4: 30,065 shares 30,065 $1.11M 0.1% +3,431 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: restricted; 2024Q4: 3,245 shares; 2025Q1: 3,454 shares; 2025Q2: 3,471 shares; 2025Q3: 3,519 shares; 2025Q4: 3,145 shares 3,145 $1.11M 0.1% -374 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: restricted; 2024Q4: 2,430 shares; 2025Q1: 2,702 shares; 2025Q2: 4,194 shares; 2025Q3: 4,287 shares; 2025Q4: 5,358 shares 5,358 $1.1M 0.1% +1,071 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: restricted; 2024Q4: 1,493 shares; 2025Q1: 1,437 shares; 2025Q2: 1,414 shares; 2025Q3: 1,559 shares; 2025Q4: 1,768 shares 1,768 $1.09M 0.1% +209 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: restricted; 2024Q4: 2,592 shares; 2025Q1: 4,042 shares; 2025Q2: 5,185 shares; 2025Q3: 7,350 shares; 2025Q4: 8,775 shares 8,775 $1.08M 0.1% +1,425 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: restricted; 2024Q4: 1,103 shares; 2025Q1: 2,102 shares; 2025Q2: 793 shares; 2025Q3: 1,395 shares; 2025Q4: 1,844 shares 1,844 $1.07M 0.1% +449 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,795 shares; 2025Q1: 2,082 shares; 2025Q2: 2,300 shares; 2025Q3: 2,960 shares; 2025Q4: 3,020 shares 3,020 $1.07M 0.1% +60 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: restricted; 2024Q4: 1,907 shares; 2025Q1: 2,060 shares; 2025Q2: 2,321 shares; 2025Q3: 2,392 shares; 2025Q4: 2,289 shares 2,289 $1.07M 0.1% -103 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: restricted; 2024Q4: 15,040 shares; 2025Q1: 15,332 shares; 2025Q2: 14,710 shares; 2025Q3: 15,629 shares; 2025Q4: 15,614 shares 15,614 $1.05M 0.1% -15 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: restricted; 2024Q4: 3,810 shares; 2025Q1: 3,978 shares; 2025Q2: 2,868 shares; 2025Q3: 1,679 shares; 2025Q4: 3,863 shares 3,863 $1.04M 0.1% +2,184 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,767 shares; 2025Q1: 26,786 shares; 2025Q2: 27,098 shares; 2025Q3: 25,228 shares; 2025Q4: 23,505 shares 23,505 $1.04M 0.1% -1,723 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,191 shares; 2025Q1: 4,475 shares; 2025Q2: 3,809 shares; 2025Q3: 3,971 shares; 2025Q4: 4,323 shares 4,323 $1.04M 0.1% +352 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,703 shares; 2025Q1: 54,523 shares; 2025Q2: 58,890 shares; 2025Q3: 55,313 shares; 2025Q4: 59,311 shares 59,311 $1.03M 0.1% +3,998 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: restricted; 2024Q4: 1,656 shares; 2025Q1: 2,209 shares; 2025Q2: 1,881 shares; 2025Q3: 2,088 shares; 2025Q4: 2,251 shares 2,251 $1.02M 0.09% +163 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,214 shares; 2025Q1: 12,855 shares; 2025Q2: 9,948 shares; 2025Q3: 14,483 shares; 2025Q4: 17,329 shares 17,329 $1.01M 0.09% +2,846 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,596 shares; 2025Q1: 1,787 shares; 2025Q2: 2,193 shares; 2025Q3: 2,630 shares; 2025Q4: 2,541 shares 2,541 $1.01M 0.09% -89 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,876 shares; 2025Q1: 1,593 shares; 2025Q2: 1,776 shares; 2025Q3: 2,094 shares; 2025Q4: 2,271 shares 2,271 $1.01M 0.09% +177 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: restricted; 2024Q4: 3,791 shares; 2025Q1: 3,158 shares; 2025Q2: 3,601 shares; 2025Q3: 4,038 shares; 2025Q4: 5,120 shares 5,120 $999K 0.09% +1,082 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,558 shares; 2025Q1: 3,878 shares; 2025Q2: 3,942 shares; 2025Q3: 4,750 shares; 2025Q4: 5,343 shares 5,343 $989K 0.09% +593 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: restricted; 2024Q4: 968 shares; 2025Q1: 700 shares; 2025Q2: 1,012 shares; 2025Q3: 1,065 shares; 2025Q4: 1,125 shares 1,125 $989K 0.09% +60 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,919 shares; 2025Q1: 8,157 shares; 2025Q2: 8,643 shares; 2025Q3: 10,851 shares; 2025Q4: 12,152 shares 12,152 $988K 0.09% +1,301 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: restricted; 2024Q4: 3,846 shares; 2025Q1: 4,018 shares; 2025Q2: 3,609 shares; 2025Q3: 3,800 shares; 2025Q4: 4,055 shares 4,055 $978K 0.09% +255 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,868 shares; 2025Q1: 19,208 shares; 2025Q2: 20,060 shares; 2025Q3: 21,092 shares; 2025Q4: 22,827 shares 22,827 $969K 0.09% +1,735 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: restricted; 2024Q4: 9,827 shares; 2025Q1: 9,318 shares; 2025Q2: 9,450 shares; 2025Q3: 12,646 shares; 2025Q4: 13,831 shares 13,831 $960K 0.09% +1,185 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: restricted; 2024Q4: 7,565 shares; 2025Q1: 9,156 shares; 2025Q2: 9,062 shares; 2025Q3: 13,795 shares; 2025Q4: 17,777 shares 17,777 $959K 0.09% +3,982 Timeline VTHR 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: restricted; 2024Q4: 2,296 shares; 2025Q1: 2,296 shares; 2025Q2: 3,148 shares; 2025Q3: 3,149 shares; 2025Q4: 3,150 shares 3,150 $946K 0.09% +1 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: restricted; 2024Q4: 2,778 shares; 2025Q1: 4,646 shares; 2025Q2: 3,724 shares; 2025Q3: 4,638 shares; 2025Q4: 5,463 shares 5,463 $934K 0.09% +825 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: restricted; 2024Q4: 7,950 shares; 2025Q1: 8,960 shares; 2025Q2: 7,707 shares; 2025Q3: 8,075 shares; 2025Q4: 8,154 shares 8,154 $928K 0.09% +79 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: restricted; 2024Q4: 2,739 shares; 2025Q1: 2,770 shares; 2025Q2: 1,948 shares; 2025Q3: 2,154 shares; 2025Q4: 2,638 shares 2,638 $923K 0.09% +484 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,059 shares; 2025Q1: 2,372 shares; 2025Q2: 3,120 shares; 2025Q3: 3,461 shares; 2025Q4: 3,603 shares 3,603 $922K 0.09% +142 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: restricted; 2024Q4: not reported; 2025Q1: 10,830 shares; 2025Q2: 10,830 shares; 2025Q3: 12,389 shares; 2025Q4: 12,328 shares 12,328 $914K 0.08% -61 Timeline RUSHB RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,733 shares; 2025Q1: 16,288 shares; 2025Q2: 17,015 shares; 2025Q3: 17,814 shares; 2025Q4: 16,214 shares 16,214 $912K 0.08% -1,600 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: restricted; 2024Q4: 1,670 shares; 2025Q1: 1,934 shares; 2025Q2: 2,897 shares; 2025Q3: 3,439 shares; 2025Q4: 3,474 shares 3,474 $912K 0.08% +35 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 503 shares; 2025Q1: 599 shares; 2025Q2: 700 shares; 2025Q3: 741 shares; 2025Q4: 685 shares 685 $911K 0.08% -56 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,506 shares; 2025Q1: 3,673 shares; 2025Q2: 3,988 shares; 2025Q3: 4,311 shares; 2025Q4: 4,949 shares 4,949 $905K 0.08% +638 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: restricted; 2024Q4: 3,546 shares; 2025Q1: 3,957 shares; 2025Q2: 4,644 shares; 2025Q3: 4,578 shares; 2025Q4: 3,960 shares 3,960 $902K 0.08% -618 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: restricted; 2024Q4: 2,020 shares; 2025Q1: 2,177 shares; 2025Q2: 2,592 shares; 2025Q3: 3,151 shares; 2025Q4: 3,239 shares 3,239 $885K 0.08% +88 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: restricted; 2024Q4: 4,402 shares; 2025Q1: 5,179 shares; 2025Q2: 4,905 shares; 2025Q3: 5,679 shares; 2025Q4: 5,414 shares 5,414 $880K 0.08% -265 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,205 shares; 2025Q1: 3,006 shares; 2025Q2: 3,302 shares; 2025Q3: 3,892 shares; 2025Q4: 4,863 shares 4,863 $876K 0.08% +971 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: restricted; 2024Q4: 12,075 shares; 2025Q1: 12,178 shares; 2025Q2: 17,407 shares; 2025Q3: 16,046 shares; 2025Q4: 19,109 shares 19,109 $864K 0.08% +3,063 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,773 shares; 2025Q1: 1,969 shares; 2025Q2: 2,149 shares; 2025Q3: 2,506 shares; 2025Q4: 2,743 shares 2,743 $856K 0.08% +237 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: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,468 shares; 2025Q2: 1,602 shares; 2025Q3: 1,788 shares; 2025Q4: 1,761 shares 1,761 $852K 0.08% -27 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,046 shares; 2025Q4: 7,342 shares 7,342 $847K 0.08% +4,296 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,568 shares; 2025Q1: 2,873 shares; 2025Q2: 2,545 shares; 2025Q3: 2,874 shares; 2025Q4: 2,921 shares 2,921 $843K 0.08% +47 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: restricted; 2024Q4: 26,638 shares; 2025Q1: 26,506 shares; 2025Q2: 25,635 shares; 2025Q3: 25,506 shares; 2025Q4: 25,657 shares 25,657 $840K 0.08% +151 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: restricted; 2024Q4: 1,668 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,047 shares; 2025Q4: 1,112 shares 1,112 $838K 0.08% +65 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: restricted; 2024Q4: 9,978 shares; 2025Q1: 9,651 shares; 2025Q2: 8,212 shares; 2025Q3: 7,714 shares; 2025Q4: 7,825 shares 7,825 $835K 0.08% +111 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: restricted; 2024Q4: 5,441 shares; 2025Q1: 5,424 shares; 2025Q2: 5,434 shares; 2025Q3: 6,462 shares; 2025Q4: 7,097 shares 7,097 $832K 0.08% +635 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,788 shares; 2025Q1: 3,090 shares; 2025Q2: 3,119 shares; 2025Q3: 3,346 shares; 2025Q4: 3,289 shares 3,289 $830K 0.08% -57 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,766 shares; 2025Q1: 5,275 shares; 2025Q2: 5,630 shares; 2025Q3: 6,198 shares; 2025Q4: 6,533 shares 6,533 $827K 0.08% +335 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,559 shares; 2025Q1: 18,868 shares; 2025Q2: 20,896 shares; 2025Q3: 20,727 shares; 2025Q4: 22,455 shares 22,455 $825K 0.08% +1,728 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,369 shares; 2025Q2: 2,558 shares; 2025Q3: 3,072 shares; 2025Q4: 3,284 shares 3,284 $824K 0.08% +212 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: restricted; 2024Q4: 1,702 shares; 2025Q1: 1,912 shares; 2025Q2: 2,416 shares; 2025Q3: 2,803 shares; 2025Q4: 2,747 shares 2,747 $813K 0.08% -56 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: restricted; 2024Q4: 6,699 shares; 2025Q1: 6,525 shares; 2025Q2: 6,305 shares; 2025Q3: 6,303 shares; 2025Q4: 6,596 shares 6,596 $813K 0.08% +293 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,463 shares; 2025Q1: 18,154 shares; 2025Q2: 19,805 shares; 2025Q3: 20,921 shares; 2025Q4: 18,771 shares 18,771 $802K 0.07% -2,150 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: restricted; 2024Q4: 1,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,719 shares; 2025Q4: 3,884 shares 3,884 $798K 0.07% +2,165 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,162 shares; 2025Q1: 9,790 shares; 2025Q2: 11,160 shares; 2025Q3: 24,211 shares; 2025Q4: 20,818 shares 20,818 $790K 0.07% -3,393 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,751 shares 111,751 $787K 0.07% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,375 shares; 2025Q1: 9,180 shares; 2025Q2: 7,858 shares; 2025Q3: 8,299 shares; 2025Q4: 8,327 shares 8,327 $784K 0.07% +28 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: restricted; 2024Q4: 3,035 shares; 2025Q1: 3,225 shares; 2025Q2: 2,840 shares; 2025Q3: 3,529 shares; 2025Q4: 3,045 shares 3,045 $783K 0.07% -484 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: restricted; 2024Q4: 2,753 shares; 2025Q1: 3,282 shares; 2025Q2: 3,560 shares; 2025Q3: 4,395 shares; 2025Q4: 4,872 shares 4,872 $780K 0.07% +477 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,969 shares; 2025Q1: 6,832 shares; 2025Q2: 7,397 shares; 2025Q3: 9,141 shares; 2025Q4: 13,051 shares 13,051 $771K 0.07% +3,910 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: restricted; 2024Q4: 5,505 shares; 2025Q1: 6,366 shares; 2025Q2: 6,823 shares; 2025Q3: 7,326 shares; 2025Q4: 7,956 shares 7,956 $763K 0.07% +630 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,958 shares; 2025Q1: not reported; 2025Q2: 5,777 shares; 2025Q3: 7,428 shares; 2025Q4: 8,980 shares 8,980 $763K 0.07% +1,552 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,001 shares; 2025Q1: 2,588 shares; 2025Q2: 2,974 shares; 2025Q3: 3,189 shares; 2025Q4: 3,386 shares 3,386 $753K 0.07% +197 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,926 shares; 2025Q1: 13,660 shares; 2025Q2: 18,104 shares; 2025Q3: 22,424 shares; 2025Q4: 26,415 shares 26,415 $746K 0.07% +3,991 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: restricted; 2024Q4: 1,854 shares; 2025Q1: 2,152 shares; 2025Q2: 2,210 shares; 2025Q3: 2,385 shares; 2025Q4: 1,738 shares 1,738 $741K 0.07% -647 Timeline SLYV 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: restricted; 2024Q4: 8,716 shares; 2025Q1: 8,712 shares; 2025Q2: 9,228 shares; 2025Q3: 8,333 shares; 2025Q4: 8,067 shares 8,067 $734K 0.07% -266 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,058 shares; 2025Q1: 22,407 shares; 2025Q2: 25,026 shares; 2025Q3: 26,522 shares; 2025Q4: 26,407 shares 26,407 $734K 0.07% -115 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: restricted; 2024Q4: 1,638 shares; 2025Q1: 2,387 shares; 2025Q2: 2,261 shares; 2025Q3: 3,081 shares; 2025Q4: 3,132 shares 3,132 $724K 0.07% +51 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,870 shares 13,870 $722K 0.07% new 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: restricted; 2024Q4: 3,735 shares; 2025Q1: 4,190 shares; 2025Q2: 3,527 shares; 2025Q3: 4,303 shares; 2025Q4: 4,153 shares 4,153 $721K 0.07% -150 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: restricted; 2024Q4: not reported; 2025Q1: 1,191 shares; 2025Q2: 1,273 shares; 2025Q3: 1,130 shares; 2025Q4: 2,050 shares 2,050 $719K 0.07% +920 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,487 shares; 2025Q3: 6,922 shares; 2025Q4: 9,050 shares 9,050 $718K 0.07% +2,128 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: restricted; 2024Q4: 4,979 shares; 2025Q1: 5,259 shares; 2025Q2: 8,004 shares; 2025Q3: 8,186 shares; 2025Q4: 7,642 shares 7,642 $715K 0.07% -544 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 313 shares; 2025Q4: 666 shares 666 $713K 0.07% +353 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: restricted; 2024Q4: 8,343 shares; 2025Q1: 9,655 shares; 2025Q2: 10,780 shares; 2025Q3: 13,202 shares; 2025Q4: 11,394 shares 11,394 $712K 0.07% -1,808 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,406 shares; 2025Q2: 14,594 shares; 2025Q3: 18,626 shares; 2025Q4: 19,095 shares 19,095 $699K 0.06% +469 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: restricted; 2024Q4: 4,716 shares; 2025Q1: 3,904 shares; 2025Q2: 2,829 shares; 2025Q3: 4,232 shares; 2025Q4: 5,344 shares 5,344 $682K 0.06% +1,112 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: restricted; 2024Q4: 10,655 shares; 2025Q1: 10,992 shares; 2025Q2: 10,896 shares; 2025Q3: 12,737 shares; 2025Q4: 12,708 shares 12,708 $678K 0.06% -29 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,628 shares; 2025Q1: 1,628 shares; 2025Q2: 1,378 shares; 2025Q3: 459 shares; 2025Q4: 1,163 shares 1,163 $677K 0.06% +704 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: 2,854 shares 2,854 $667K 0.06% +1,342 Timeline MDYV 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: restricted; 2024Q4: 7,266 shares; 2025Q1: 7,441 shares; 2025Q2: 7,883 shares; 2025Q3: 7,856 shares; 2025Q4: 7,857 shares 7,857 $665K 0.06% +1 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,676 shares; 2025Q1: 2,826 shares; 2025Q2: 2,988 shares; 2025Q3: 2,978 shares; 2025Q4: 2,570 shares 2,570 $664K 0.06% -408 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 2,181 shares 2,181 $663K 0.06% +1,208 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: restricted; 2024Q4: 11,181 shares; 2025Q1: 14,528 shares; 2025Q2: 12,579 shares; 2025Q3: 23,140 shares; 2025Q4: 26,467 shares 26,467 $659K 0.06% +3,327 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: restricted; 2024Q4: 1,359 shares; 2025Q1: 2,137 shares; 2025Q2: 2,602 shares; 2025Q3: 3,259 shares; 2025Q4: 2,391 shares 2,391 $658K 0.06% -868 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,013 shares 7,013 $647K 0.06% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,389 shares; 2025Q3: 3,620 shares; 2025Q4: 5,398 shares 5,398 $646K 0.06% +1,778 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: restricted; 2024Q4: 3,623 shares; 2025Q1: 4,251 shares; 2025Q2: 3,395 shares; 2025Q3: 4,648 shares; 2025Q4: 4,989 shares 4,989 $644K 0.06% +341 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: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,485 shares; 2025Q2: 4,713 shares; 2025Q3: 4,588 shares; 2025Q4: 4,588 shares 4,588 $638K 0.06% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,867 shares; 2025Q4: 12,812 shares 12,812 $635K 0.06% -55 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: restricted; 2024Q4: not reported; 2025Q1: 6,604 shares; 2025Q2: 10,007 shares; 2025Q3: 13,809 shares; 2025Q4: 16,427 shares 16,427 $630K 0.06% +2,618 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: restricted; 2024Q4: 2,526 shares; 2025Q1: 3,237 shares; 2025Q2: 2,669 shares; 2025Q3: 2,657 shares; 2025Q4: 2,554 shares 2,554 $629K 0.06% -103 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,887 shares; 2025Q1: not reported; 2025Q2: 3,897 shares; 2025Q3: 4,115 shares; 2025Q4: 3,889 shares 3,889 $627K 0.06% -226 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: restricted; 2024Q4: 2,205 shares; 2025Q1: 2,278 shares; 2025Q2: 2,221 shares; 2025Q3: 2,183 shares; 2025Q4: 2,731 shares 2,731 $625K 0.06% +548 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: restricted; 2024Q4: 6,098 shares; 2025Q1: 6,488 shares; 2025Q2: 6,316 shares; 2025Q3: 6,629 shares; 2025Q4: 7,070 shares 7,070 $610K 0.06% +441 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,002 shares; 2025Q1: 16,626 shares; 2025Q2: 15,712 shares; 2025Q3: 18,067 shares; 2025Q4: 18,944 shares 18,944 $591K 0.05% +877 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: restricted; 2024Q4: 1,620 shares; 2025Q1: 1,716 shares; 2025Q2: 1,798 shares; 2025Q3: 2,101 shares; 2025Q4: 1,802 shares 1,802 $584K 0.05% -299 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 523 shares; 2025Q1: 551 shares; 2025Q2: 578 shares; 2025Q3: 719 shares; 2025Q4: 721 shares 721 $584K 0.05% +2 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: restricted; 2024Q4: 13,026 shares; 2025Q1: 13,427 shares; 2025Q2: 13,341 shares; 2025Q3: 18,509 shares; 2025Q4: 19,060 shares 19,060 $582K 0.05% +551 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: restricted; 2024Q4: not reported; 2025Q1: 58,007 shares; 2025Q2: 33,606 shares; 2025Q3: 21,135 shares; 2025Q4: 9,900 shares 9,900 $581K 0.05% -11,235 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: restricted; 2024Q4: 23,415 shares; 2025Q1: 13,326 shares; 2025Q2: 11,800 shares; 2025Q3: 19,890 shares; 2025Q4: 24,144 shares 24,144 $580K 0.05% +4,254 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: restricted; 2024Q4: 4,420 shares; 2025Q1: 5,628 shares; 2025Q2: 5,075 shares; 2025Q3: 6,402 shares; 2025Q4: 6,859 shares 6,859 $578K 0.05% +457 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,239 shares; 2025Q1: 5,871 shares; 2025Q2: 6,203 shares; 2025Q3: 7,506 shares; 2025Q4: 7,807 shares 7,807 $575K 0.05% +301 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: restricted; 2024Q4: 1,884 shares; 2025Q1: 2,163 shares; 2025Q2: 2,928 shares; 2025Q3: 3,743 shares; 2025Q4: 2,942 shares 2,942 $572K 0.05% -801 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 902 shares; 2025Q1: 986 shares; 2025Q2: 998 shares; 2025Q3: 1,008 shares; 2025Q4: 1,118 shares 1,118 $571K 0.05% +110 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: restricted; 2024Q4: 18,853 shares; 2025Q1: 16,348 shares; 2025Q2: 20,699 shares; 2025Q3: 20,976 shares; 2025Q4: 14,002 shares 14,002 $570K 0.05% -6,974 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,929 shares; 2025Q1: 9,136 shares; 2025Q2: 9,853 shares; 2025Q3: 11,659 shares; 2025Q4: 12,683 shares 12,683 $568K 0.05% +1,024 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: restricted; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: 3,763 shares; 2025Q4: 6,170 shares 6,170 $563K 0.05% +2,407 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,715 shares; 2025Q1: 6,723 shares; 2025Q2: 7,414 shares; 2025Q3: 8,827 shares; 2025Q4: 9,828 shares 9,828 $554K 0.05% +1,001 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,176 shares; 2025Q1: 5,590 shares; 2025Q2: 6,407 shares; 2025Q3: 6,611 shares; 2025Q4: 6,716 shares 6,716 $554K 0.05% +105 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,489 shares; 2025Q4: 3,806 shares 3,806 $538K 0.05% +1,317 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: 2,178 shares; 2025Q4: 2,415 shares 2,415 $530K 0.05% +237 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: restricted; 2024Q4: 369 shares; 2025Q1: 419 shares; 2025Q2: 413 shares; 2025Q3: 430 shares; 2025Q4: 433 shares 433 $526K 0.05% +3 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,910 shares; 2025Q4: 2,634 shares 2,634 $525K 0.05% +724 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: restricted; 2024Q4: not reported; 2025Q1: 3,268 shares; 2025Q2: 4,555 shares; 2025Q3: 5,684 shares; 2025Q4: 6,159 shares 6,159 $525K 0.05% +475 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,084 shares; 2025Q1: 3,815 shares; 2025Q2: 3,016 shares; 2025Q3: 3,986 shares; 2025Q4: 4,639 shares 4,639 $524K 0.05% +653 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: restricted; 2024Q4: not reported; 2025Q1: 2,967 shares; 2025Q2: 3,385 shares; 2025Q3: 4,800 shares; 2025Q4: 5,365 shares 5,365 $515K 0.05% +565 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,844 shares; 2025Q1: 26,843 shares; 2025Q2: 21,705 shares; 2025Q3: 23,573 shares; 2025Q4: 21,649 shares 21,649 $515K 0.05% -1,924 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 944 shares; 2025Q1: not reported; 2025Q2: 2,091 shares; 2025Q3: 2,183 shares; 2025Q4: 2,272 shares 2,272 $514K 0.05% +89 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,497 shares; 2025Q1: 11,478 shares; 2025Q2: 12,805 shares; 2025Q3: 11,812 shares; 2025Q4: 13,820 shares 13,820 $511K 0.05% +2,008 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,908 shares 2,908 $506K 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,289 shares 2,289 $503K 0.05% new 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: restricted; 2024Q4: 3,444 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: 3,712 shares 3,712 $502K 0.05% +98 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: restricted; 2024Q4: 20,472 shares; 2025Q1: 20,404 shares; 2025Q2: 27,624 shares; 2025Q3: 27,731 shares; 2025Q4: 23,415 shares 23,415 $489K 0.05% -4,316 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,991 shares; 2025Q4: 2,058 shares 2,058 $489K 0.05% +67 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,536 shares; 2025Q1: 53,341 shares; 2025Q2: 46,683 shares; 2025Q3: 56,358 shares; 2025Q4: 53,928 shares 53,928 $488K 0.05% -2,430 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: restricted; 2024Q4: 3,289 shares; 2025Q1: 5,010 shares; 2025Q2: 5,010 shares; 2025Q3: 5,096 shares; 2025Q4: 5,066 shares 5,066 $488K 0.05% -30 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,135 shares; 2025Q1: 5,067 shares; 2025Q2: 4,347 shares; 2025Q3: 4,703 shares; 2025Q4: 4,627 shares 4,627 $476K 0.04% -76 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: restricted; 2024Q4: 8,014 shares; 2025Q1: 7,433 shares; 2025Q2: 8,809 shares; 2025Q3: 9,552 shares; 2025Q4: 9,276 shares 9,276 $471K 0.04% -276 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 1,873 shares; 2025Q3: 2,884 shares; 2025Q4: 2,876 shares 2,876 $468K 0.04% -8 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,914 shares; 2025Q2: 11,914 shares; 2025Q3: 11,914 shares; 2025Q4: 11,882 shares 11,882 $466K 0.04% -32 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: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,621 shares; 2025Q2: 1,617 shares; 2025Q3: 1,621 shares; 2025Q4: 3,196 shares 3,196 $460K 0.04% +1,575 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,822 shares; 2025Q1: 14,807 shares; 2025Q2: 15,627 shares; 2025Q3: 17,064 shares; 2025Q4: 16,724 shares 16,724 $455K 0.04% -340 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: restricted; 2024Q4: 1,721 shares; 2025Q1: 1,622 shares; 2025Q2: 1,526 shares; 2025Q3: 1,847 shares; 2025Q4: 2,236 shares 2,236 $454K 0.04% +389 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: restricted; 2024Q4: 4,426 shares; 2025Q1: 5,165 shares; 2025Q2: 5,766 shares; 2025Q3: 6,068 shares; 2025Q4: 5,704 shares 5,704 $453K 0.04% -364 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,155 shares; 2025Q4: 3,877 shares 3,877 $452K 0.04% +722 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,963 shares; 2025Q1: 12,249 shares; 2025Q2: 12,836 shares; 2025Q3: 14,268 shares; 2025Q4: 13,592 shares 13,592 $452K 0.04% -676 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: restricted; 2024Q4: 1,715 shares; 2025Q1: 2,049 shares; 2025Q2: 2,361 shares; 2025Q3: 2,602 shares; 2025Q4: 2,574 shares 2,574 $452K 0.04% -28 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,691 shares; 2025Q1: 5,836 shares; 2025Q2: 5,644 shares; 2025Q3: 4,442 shares; 2025Q4: 5,585 shares 5,585 $450K 0.04% +1,143 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,193 shares; 2025Q1: 6,939 shares; 2025Q2: 8,434 shares; 2025Q3: 7,135 shares; 2025Q4: 6,771 shares 6,771 $450K 0.04% -364 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,095 shares 2,095 $438K 0.04% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 953 shares 953 $424K 0.04% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,765 shares; 2025Q4: 3,310 shares 3,310 $422K 0.04% +1,545 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,887 shares; 2025Q4: 2,054 shares 2,054 $422K 0.04% +167 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,597 shares; 2025Q4: 2,577 shares 2,577 $417K 0.04% +980 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: restricted; 2024Q4: 2,144 shares; 2025Q1: 2,470 shares; 2025Q2: 3,310 shares; 2025Q3: 3,964 shares; 2025Q4: 3,196 shares 3,196 $417K 0.04% -768 Timeline SLYG 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: restricted; 2024Q4: 4,776 shares; 2025Q1: not reported; 2025Q2: 2,367 shares; 2025Q3: 4,435 shares; 2025Q4: 4,325 shares 4,325 $407K 0.04% -110 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: restricted; 2024Q4: 2,146 shares; 2025Q1: 2,061 shares; 2025Q2: 1,999 shares; 2025Q3: 2,669 shares; 2025Q4: 2,973 shares 2,973 $405K 0.04% +304 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 898 shares; 2025Q2: 909 shares; 2025Q3: 1,161 shares; 2025Q4: 1,142 shares 1,142 $403K 0.04% -19 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,945 shares; 2025Q2: 3,523 shares; 2025Q3: 4,682 shares; 2025Q4: 4,496 shares 4,496 $400K 0.04% -186 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,798 shares; 2025Q4: 9,211 shares 9,211 $396K 0.04% +1,413 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: restricted; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 918 shares; 2025Q3: 898 shares; 2025Q4: 823 shares 823 $396K 0.04% -75 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: restricted; 2024Q4: 510 shares; 2025Q1: not reported; 2025Q2: 513 shares; 2025Q3: 813 shares; 2025Q4: 829 shares 829 $392K 0.04% +16 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,001 shares; 2025Q1: 15,293 shares; 2025Q2: 11,714 shares; 2025Q3: 13,626 shares; 2025Q4: 9,920 shares 9,920 $388K 0.04% -3,706 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,875 shares 19,875 $385K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: not reported; 2025Q3: 1,751 shares; 2025Q4: 2,350 shares 2,350 $383K 0.04% +599 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: restricted; 2024Q4: 15,573 shares; 2025Q1: 14,328 shares; 2025Q2: 15,370 shares; 2025Q3: 14,983 shares; 2025Q4: 14,780 shares 14,780 $369K 0.03% -203 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,303 shares; 2025Q1: 12,760 shares; 2025Q2: 15,299 shares; 2025Q3: 13,489 shares; 2025Q4: 13,957 shares 13,957 $367K 0.03% +468 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,457 shares; 2025Q4: 2,752 shares 2,752 $365K 0.03% +295 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,146 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,872 shares 4,872 $362K 0.03% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,032 shares; 2025Q4: 2,221 shares 2,221 $357K 0.03% +189 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 512 shares; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 460 shares 460 $355K 0.03% +83 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,827 shares; 2025Q4: 3,035 shares 3,035 $352K 0.03% +208 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: restricted; 2024Q4: 7,144 shares; 2025Q1: 7,231 shares; 2025Q2: 7,483 shares; 2025Q3: 7,056 shares; 2025Q4: 7,060 shares 7,060 $351K 0.03% +4 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares 1,060 $348K 0.03% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 954 shares; 2025Q1: 1,068 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 1,360 shares 1,360 $344K 0.03% +381 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,607 shares 7,607 $340K 0.03% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,311 shares; 2025Q1: 1,575 shares; 2025Q2: 1,749 shares; 2025Q3: 1,685 shares; 2025Q4: 1,580 shares 1,580 $339K 0.03% -105 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,117 shares; 2025Q4: 5,762 shares 5,762 $338K 0.03% +645 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,328 shares 12,328 $335K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: 7,063 shares; 2025Q2: 8,189 shares; 2025Q3: 12,341 shares; 2025Q4: 12,188 shares 12,188 $335K 0.03% -153 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,859 shares; 2025Q1: 9,682 shares; 2025Q2: 10,074 shares; 2025Q3: 11,057 shares; 2025Q4: 8,088 shares 8,088 $333K 0.03% -2,969 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: restricted; 2024Q4: 4,619 shares; 2025Q1: 5,633 shares; 2025Q2: 6,024 shares; 2025Q3: 7,018 shares; 2025Q4: 5,640 shares 5,640 $329K 0.03% -1,378 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: restricted; 2024Q4: not reported; 2025Q1: 3,557 shares; 2025Q2: 3,486 shares; 2025Q3: 3,479 shares; 2025Q4: 3,279 shares 3,279 $328K 0.03% -200 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: restricted; 2024Q4: 8,149 shares; 2025Q1: 7,554 shares; 2025Q2: 6,128 shares; 2025Q3: 6,115 shares; 2025Q4: 6,110 shares 6,110 $326K 0.03% -5 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: 565 shares 565 $322K 0.03% -2 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares 383 $322K 0.03% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,336 shares 1,336 $321K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,339 shares; 2025Q4: 1,304 shares 1,304 $321K 0.03% -35 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares 1,550 $318K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,518 shares; 2025Q4: 3,578 shares 3,578 $313K 0.03% +60 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,280 shares; 2025Q2: 1,182 shares; 2025Q3: 1,406 shares; 2025Q4: 1,264 shares 1,264 $312K 0.03% -142 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: restricted; 2024Q4: not reported; 2025Q1: 4,560 shares; 2025Q2: 3,934 shares; 2025Q3: 5,851 shares; 2025Q4: 4,882 shares 4,882 $311K 0.03% -969 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: restricted; 2024Q4: not reported; 2025Q1: 3,635 shares; 2025Q2: 4,038 shares; 2025Q3: 5,662 shares; 2025Q4: 5,395 shares 5,395 $311K 0.03% -267 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 730 shares 730 $306K 0.03% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,565 shares; 2025Q3: 8,886 shares; 2025Q4: 9,379 shares 9,379 $303K 0.03% +493 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: restricted; 2024Q4: not reported; 2025Q1: 9,243 shares; 2025Q2: not reported; 2025Q3: 5,275 shares; 2025Q4: 5,284 shares 5,284 $300K 0.03% +9 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 1,410 shares 1,410 $299K 0.03% +113 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: restricted; 2024Q4: 1,336 shares; 2025Q1: 1,415 shares; 2025Q2: 1,432 shares; 2025Q3: 1,537 shares; 2025Q4: 1,447 shares 1,447 $294K 0.03% -90 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,281 shares; 2025Q4: 1,457 shares 1,457 $294K 0.03% +176 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,657 shares 1,657 $292K 0.03% new Timeline ESGV 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: restricted; 2024Q4: 2,440 shares; 2025Q1: 2,433 shares; 2025Q2: 2,422 shares; 2025Q3: 2,820 shares; 2025Q4: 2,407 shares 2,407 $291K 0.03% -413 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: restricted; 2024Q4: not reported; 2025Q1: 436 shares; 2025Q2: 663 shares; 2025Q3: 759 shares; 2025Q4: 507 shares 507 $288K 0.03% -252 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,522 shares; 2025Q1: 9,376 shares; 2025Q2: 6,052 shares; 2025Q3: 6,002 shares; 2025Q4: 5,916 shares 5,916 $287K 0.03% -86 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,353 shares 5,353 $287K 0.03% new 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: restricted; 2024Q4: 3,947 shares; 2025Q1: 3,993 shares; 2025Q2: 4,032 shares; 2025Q3: 4,331 shares; 2025Q4: 4,330 shares 4,330 $286K 0.03% -1 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,900 shares; 2025Q1: 3,795 shares; 2025Q2: 3,795 shares; 2025Q3: 3,795 shares; 2025Q4: 3,795 shares 3,795 $285K 0.03% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002 shares 1,002 $284K 0.03% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,816 shares; 2025Q1: not reported; 2025Q2: 3,092 shares; 2025Q3: 4,124 shares; 2025Q4: 4,339 shares 4,339 $282K 0.03% +215 Timeline MDYG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,076 shares; 2025Q4: 3,049 shares 3,049 $282K 0.03% -27 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 900 shares 900 $279K 0.03% -5 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,184 shares; 2025Q4: 1,328 shares 1,328 $278K 0.03% +144 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,424 shares 1,424 $276K 0.03% +350 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,126 shares; 2025Q1: 1,657 shares; 2025Q2: 1,159 shares; 2025Q3: 1,158 shares; 2025Q4: 1,157 shares 1,157 $276K 0.03% -1 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,465 shares 3,465 $274K 0.03% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,434 shares; 2025Q4: 3,601 shares 3,601 $274K 0.03% +167 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,884 shares 1,884 $273K 0.03% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,180 shares 4,180 $272K 0.03% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,061 shares; 2025Q1: 2,277 shares; 2025Q2: 1,793 shares; 2025Q3: 1,457 shares; 2025Q4: 1,497 shares 1,497 $271K 0.03% +40 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,051 shares; 2025Q4: 1,911 shares 1,911 $270K 0.02% -140 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,714 shares 2,714 $269K 0.02% new Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,391 shares; 2025Q1: 3,938 shares; 2025Q2: 5,232 shares; 2025Q3: 3,017 shares; 2025Q4: 2,734 shares 2,734 $268K 0.02% -283 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,558 shares 1,558 $264K 0.02% new Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,434 shares; 2025Q1: 27,578 shares; 2025Q2: 21,704 shares; 2025Q3: 25,067 shares; 2025Q4: 24,064 shares 24,064 $264K 0.02% -1,003 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: restricted; 2024Q4: 2,094 shares; 2025Q1: 2,153 shares; 2025Q2: 2,187 shares; 2025Q3: 2,176 shares; 2025Q4: 2,193 shares 2,193 $264K 0.02% +17 Timeline FOX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,009 shares 4,009 $260K 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares 129 $260K 0.02% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,793 shares 4,793 $260K 0.02% new 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: restricted; 2024Q4: 18,219 shares; 2025Q1: 14,968 shares; 2025Q2: 17,288 shares; 2025Q3: 17,274 shares; 2025Q4: 8,650 shares 8,650 $259K 0.02% -8,624 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,077 shares; 2025Q4: 1,232 shares 1,232 $257K 0.02% +155 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: restricted; 2024Q4: not reported; 2025Q1: 5,591 shares; 2025Q2: 5,515 shares; 2025Q3: 5,515 shares; 2025Q4: 5,515 shares 5,515 $257K 0.02% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,108 shares; 2025Q4: 2,259 shares 2,259 $254K 0.02% +151 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,889 shares 2,889 $253K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,749 shares; 2025Q4: 2,232 shares 2,232 $252K 0.02% +483 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: restricted; 2024Q4: not reported; 2025Q1: 3,607 shares; 2025Q2: not reported; 2025Q3: 3,125 shares; 2025Q4: 3,947 shares 3,947 $251K 0.02% +822 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: restricted; 2024Q4: 1,555 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: 1,630 shares 1,630 $251K 0.02% +6 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 512 shares 512 $251K 0.02% -1 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,753 shares; 2025Q3: 3,016 shares; 2025Q4: 2,804 shares 2,804 $251K 0.02% -212 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: restricted; 2024Q4: 7,338 shares; 2025Q1: 7,228 shares; 2025Q2: 4,242 shares; 2025Q3: 5,263 shares; 2025Q4: 6,219 shares 6,219 $250K 0.02% +956 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: restricted; 2024Q4: not reported; 2025Q1: 2,583 shares; 2025Q2: 2,649 shares; 2025Q3: 2,603 shares; 2025Q4: 2,603 shares 2,603 $250K 0.02% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 589 shares 589 $249K 0.02% -10 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: restricted; 2024Q4: 6,129 shares; 2025Q1: 5,647 shares; 2025Q2: 4,785 shares; 2025Q3: 4,772 shares; 2025Q4: 4,850 shares 4,850 $248K 0.02% +78 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,351 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares 1,201 $246K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares 850 $246K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 752 shares; 2025Q4: 832 shares 832 $244K 0.02% +80 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,106 shares; 2025Q3: 4,162 shares; 2025Q4: 4,219 shares 4,219 $243K 0.02% +57 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,745 shares; 2025Q1: 1,771 shares; 2025Q2: 1,785 shares; 2025Q3: 1,784 shares; 2025Q4: 1,214 shares 1,214 $242K 0.02% -570 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: restricted; 2024Q4: 1,641 shares; 2025Q1: 1,641 shares; 2025Q2: 1,638 shares; 2025Q3: 1,673 shares; 2025Q4: 1,673 shares 1,673 $240K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390 shares; 2025Q4: 388 shares 388 $234K 0.02% -2 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 304 shares 304 $233K 0.02% +10 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,769 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares; 2025Q4: 2,764 shares 2,764 $232K 0.02% -10 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,927 shares 5,927 $232K 0.02% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares 1,444 $230K 0.02% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,595 shares; 2025Q4: 1,513 shares 1,513 $229K 0.02% -82 Timeline CFBK CF BANKSHARES INC More: the full row for CF BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,090 shares 9,090 $227K 0.02% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,533 shares; 2025Q1: not reported; 2025Q2: 6,149 shares; 2025Q3: not reported; 2025Q4: 6,261 shares 6,261 $225K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,994 shares; 2025Q4: 2,037 shares 2,037 $225K 0.02% +43 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 690 shares 690 $223K 0.02% +10 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,827 shares; 2025Q1: 6,281 shares; 2025Q2: 7,150 shares; 2025Q3: 8,455 shares; 2025Q4: 3,311 shares 3,311 $223K 0.02% -5,144 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 357 shares; 2025Q4: 388 shares 388 $223K 0.02% +31 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares; 2025Q4: 2,532 shares 2,532 $221K 0.02% -808 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,968 shares; 2025Q2: 5,727 shares; 2025Q3: 4,354 shares; 2025Q4: 4,168 shares 4,168 $221K 0.02% -186 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,193 shares 11,193 $221K 0.02% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,522 shares 2,522 $220K 0.02% new Timeline PYLD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,206 shares 8,206 $219K 0.02% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,012 shares 2,012 $218K 0.02% new 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: restricted; 2024Q4: 6,833 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares 582 $217K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,069 shares; 2025Q3: 4,748 shares; 2025Q4: 4,757 shares 4,757 $216K 0.02% +9 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,581 shares 1,581 $215K 0.02% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,163 shares 1,163 $215K 0.02% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,403 shares 3,403 $214K 0.02% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,572 shares 2,572 $211K 0.02% new Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares 2,100 $209K 0.02% new Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,911 shares 12,911 $209K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 409 shares 409 $209K 0.02% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,631 shares 2,631 $208K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares 708 $205K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 609 shares 609 $205K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,418 shares; 2025Q3: not reported; 2025Q4: 5,618 shares 5,618 $204K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,052 shares 4,052 $202K 0.02% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,140 shares 10,140 $173K 0.02% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,370 shares; 2025Q4: 10,269 shares 10,269 $165K 0.02% -101 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: restricted; 2024Q4: not reported; 2025Q1: 11,649 shares; 2025Q2: 10,702 shares; 2025Q3: 11,618 shares; 2025Q4: 11,880 shares 11,880 $139K 0.01% +262 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,324 shares; 2025Q3: 18,058 shares; 2025Q4: 18,058 shares 18,058 $126K 0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,101 shares; 2025Q2: 10,162 shares; 2025Q3: 13,854 shares; 2025Q4: 14,377 shares 14,377 $120K 0.01% +523 Timeline CTKB CYTEK BIOSCIENCES INC More: the full row for CYTEK BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,962 shares; 2025Q3: 12,962 shares; 2025Q4: 12,962 shares 12,962 $65.5K 0.01% 0 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,139 shares; 2025Q3: 15,600 shares; 2025Q4: 14,608 shares 14,608 $62.8K 0.01% -992 Timeline AGL AGILON HEALTH INC COM (DE) More: the full row for AGILON HEALTH INC COM (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,251 shares; 2025Q1: 18,251 shares; 2025Q2: 18,251 shares; 2025Q3: 18,251 shares; 2025Q4: 18,251 shares 18,251 $12.6K <0.01% 0 Timeline