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: 220,444 shares; 2024Q4: 249,087 shares; 2025Q1: 236,057 shares; 2025Q2: 239,169 shares; 2025Q3: 250,606 shares; 2025Q4: 239,069 shares 239,069 $65M 4.72% -11,537 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: 264,053 shares; 2024Q4: 289,535 shares; 2025Q1: 269,752 shares; 2025Q2: 264,162 shares; 2025Q3: 300,417 shares; 2025Q4: 323,046 shares 323,046 $60.2M 4.38% +22,629 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: 102,210 shares; 2024Q4: 114,183 shares; 2025Q1: 100,371 shares; 2025Q2: 102,826 shares; 2025Q3: 108,660 shares; 2025Q4: 113,656 shares 113,656 $55M 3.99% +4,996 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: 64,548 shares; 2024Q4: 71,126 shares; 2025Q1: 74,761 shares; 2025Q2: 74,185 shares; 2025Q3: 75,819 shares; 2025Q4: 77,548 shares 77,548 $53.1M 3.86% +1,729 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: 55,675 shares; 2024Q4: 76,151 shares; 2025Q1: 94,495 shares; 2025Q2: 95,031 shares; 2025Q3: 95,165 shares; 2025Q4: 73,933 shares 73,933 $50.4M 3.66% -21,232 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083,300 shares; 2024Q4: 1,630,350 shares; 2025Q1: 1,632,350 shares; 2025Q2: 1,618,160 shares; 2025Q3: 1,618,160 shares; 2025Q4: 1,649,160 shares 1,649,160 $39M 2.83% +31,000 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: 30,013 shares; 2024Q4: 32,755 shares; 2025Q1: 55,477 shares; 2025Q2: 57,465 shares; 2025Q3: 57,666 shares; 2025Q4: 57,653 shares 57,653 $36.2M 2.63% -13 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: 88,564 shares; 2024Q4: 101,119 shares; 2025Q1: 98,887 shares; 2025Q2: 100,521 shares; 2025Q3: 108,194 shares; 2025Q4: 103,823 shares 103,823 $32.5M 2.36% -4,371 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: 110,837 shares; 2024Q4: 122,190 shares; 2025Q1: 101,205 shares; 2025Q2: 104,476 shares; 2025Q3: 112,250 shares; 2025Q4: 117,680 shares 117,680 $27.2M 1.97% +5,430 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: 72,356 shares; 2024Q4: 72,794 shares; 2025Q1: 74,429 shares; 2025Q2: 75,171 shares; 2025Q3: 76,183 shares; 2025Q4: 76,614 shares 76,614 $24M 1.75% +431 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: 52,372 shares; 2024Q4: 51,899 shares; 2025Q1: 51,349 shares; 2025Q2: 53,685 shares; 2025Q3: 53,695 shares; 2025Q4: 48,969 shares 48,969 $23.2M 1.68% -4,726 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: 42,137 shares; 2024Q4: 54,684 shares; 2025Q1: 58,040 shares; 2025Q2: 58,940 shares; 2025Q3: 64,976 shares; 2025Q4: 70,077 shares 70,077 $22.6M 1.64% +5,101 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: 45,110 shares; 2024Q4: 48,968 shares; 2025Q1: 49,156 shares; 2025Q2: 49,904 shares; 2025Q3: 61,590 shares; 2025Q4: 63,465 shares 63,465 $22M 1.6% +1,875 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,638 shares; 2024Q4: 42,106 shares; 2025Q1: 51,029 shares; 2025Q2: 51,258 shares; 2025Q3: 52,156 shares; 2025Q4: 50,970 shares 50,970 $20.2M 1.47% -1,186 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: 20,359 shares; 2024Q4: 23,088 shares; 2025Q1: 24,387 shares; 2025Q2: 25,243 shares; 2025Q3: 27,824 shares; 2025Q4: 29,269 shares 29,269 $19.3M 1.4% +1,445 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,280 shares; 2024Q4: 550,280 shares; 2025Q1: 553,280 shares; 2025Q2: 543,915 shares; 2025Q3: 543,915 shares; 2025Q4: 543,915 shares 543,915 $18M 1.3% 0 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: 148,847 shares; 2024Q4: 161,454 shares; 2025Q1: 161,558 shares; 2025Q2: 161,228 shares; 2025Q3: 161,799 shares; 2025Q4: 173,610 shares 173,610 $16.7M 1.21% +11,811 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: 84,325 shares; 2024Q4: 84,479 shares; 2025Q1: 154,601 shares; 2025Q2: 175,513 shares; 2025Q3: 190,589 shares; 2025Q4: 243,060 shares 243,060 $16M 1.17% +52,471 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,378 shares; 2024Q4: 258,157 shares; 2025Q1: 207,085 shares; 2025Q2: 205,807 shares; 2025Q3: 225,610 shares; 2025Q4: 279,559 shares 279,559 $15.4M 1.12% +53,949 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: 41,463 shares; 2024Q4: 50,821 shares; 2025Q1: 60,197 shares; 2025Q2: 60,951 shares; 2025Q3: 60,048 shares; 2025Q4: 62,319 shares 62,319 $15.3M 1.11% +2,271 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: 56,048 shares; 2024Q4: 69,072 shares; 2025Q1: 56,950 shares; 2025Q2: 56,132 shares; 2025Q3: 56,043 shares; 2025Q4: 50,576 shares 50,576 $14.7M 1.07% -5,467 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: 19,803 shares; 2024Q4: 22,528 shares; 2025Q1: 23,880 shares; 2025Q2: 25,692 shares; 2025Q3: 27,989 shares; 2025Q4: 27,748 shares 27,748 $13.9M 1.01% -241 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: 114,532 shares; 2024Q4: 135,405 shares; 2025Q1: 112,195 shares; 2025Q2: 111,300 shares; 2025Q3: 115,435 shares; 2025Q4: 149,916 shares 149,916 $13.4M 0.97% +34,481 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: 31,876 shares; 2024Q4: 33,556 shares; 2025Q1: 56,421 shares; 2025Q2: 78,345 shares; 2025Q3: 82,056 shares; 2025Q4: 125,460 shares 125,460 $12M 0.88% +43,404 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: 55,508 shares; 2024Q4: 75,902 shares; 2025Q1: 90,366 shares; 2025Q2: 85,812 shares; 2025Q3: 88,293 shares; 2025Q4: 93,739 shares 93,739 $11.3M 0.82% +5,446 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: 77,095 shares; 2024Q4: 85,846 shares; 2025Q1: 90,481 shares; 2025Q2: 90,994 shares; 2025Q3: 89,842 shares; 2025Q4: 92,011 shares 92,011 $11.1M 0.8% +2,169 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: 15,054 shares; 2024Q4: 19,563 shares; 2025Q1: 20,669 shares; 2025Q2: 20,205 shares; 2025Q3: 21,346 shares; 2025Q4: 22,590 shares 22,590 $10.2M 0.74% +1,244 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: 28,760 shares; 2024Q4: 29,973 shares; 2025Q1: 32,609 shares; 2025Q2: 32,731 shares; 2025Q3: 37,346 shares; 2025Q4: 44,987 shares 44,987 $9.31M 0.68% +7,641 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: 71,862 shares; 2024Q4: 127,920 shares; 2025Q1: 139,755 shares; 2025Q2: 136,196 shares; 2025Q3: 135,697 shares; 2025Q4: 147,541 shares 147,541 $9.22M 0.67% +11,844 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: 12,116 shares; 2024Q4: 28,272 shares; 2025Q1: 40,146 shares; 2025Q2: 43,977 shares; 2025Q3: 47,899 shares; 2025Q4: 50,848 shares 50,848 $9.04M 0.66% +2,949 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,943 shares; 2024Q4: 7,179 shares; 2025Q1: 7,955 shares; 2025Q2: 7,900 shares; 2025Q3: 8,169 shares; 2025Q4: 8,340 shares 8,340 $8.96M 0.65% +171 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: 26,625 shares; 2024Q4: 28,724 shares; 2025Q1: 28,675 shares; 2025Q2: 28,974 shares; 2025Q3: 67,248 shares; 2025Q4: 148,150 shares 148,150 $8.91M 0.65% +80,902 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,366 shares; 2024Q4: 45,741 shares; 2025Q1: 44,943 shares; 2025Q2: 46,105 shares; 2025Q3: 45,307 shares; 2025Q4: 41,694 shares 41,694 $8.77M 0.64% -3,613 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,262 shares; 2024Q4: 23,880 shares; 2025Q1: 25,221 shares; 2025Q2: 25,740 shares; 2025Q3: 26,477 shares; 2025Q4: 24,966 shares 24,966 $8.76M 0.64% -1,511 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,014 shares; 2025Q4: 124,276 shares 124,276 $8.62M 0.63% +106,262 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: 4,476 shares; 2024Q4: 7,418 shares; 2025Q1: 7,211 shares; 2025Q2: 7,314 shares; 2025Q3: 8,348 shares; 2025Q4: 9,057 shares 9,057 $7.96M 0.58% +709 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: 8,684 shares; 2024Q4: 10,005 shares; 2025Q1: 9,970 shares; 2025Q2: 10,245 shares; 2025Q3: 11,697 shares; 2025Q4: 13,682 shares 13,682 $7.84M 0.57% +1,985 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: 24,745 shares; 2024Q4: 26,959 shares; 2025Q1: 28,519 shares; 2025Q2: 28,374 shares; 2025Q3: 32,325 shares; 2025Q4: 34,121 shares 34,121 $7.8M 0.57% +1,796 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: 5,677 shares; 2024Q4: 13,845 shares; 2025Q1: 11,334 shares; 2025Q2: 12,441 shares; 2025Q3: 12,606 shares; 2025Q4: 12,513 shares 12,513 $7.69M 0.56% -93 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: 5,654 shares; 2024Q4: 8,262 shares; 2025Q1: 8,602 shares; 2025Q2: 8,744 shares; 2025Q3: 18,630 shares; 2025Q4: 23,438 shares 23,438 $7.22M 0.52% +4,808 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,049 shares; 2025Q4: 91,962 shares 91,962 $7.08M 0.51% +30,913 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,608 shares; 2024Q4: 55,964 shares; 2025Q1: 55,012 shares; 2025Q2: 55,286 shares; 2025Q3: 55,236 shares; 2025Q4: 57,030 shares 57,030 $6.94M 0.5% +1,794 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: 12,728 shares; 2024Q4: 15,860 shares; 2025Q1: 18,452 shares; 2025Q2: 19,156 shares; 2025Q3: 31,439 shares; 2025Q4: 35,522 shares 35,522 $6.92M 0.5% +4,083 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: 17,554 shares; 2024Q4: 16,859 shares; 2025Q1: 7,942 shares; 2025Q2: 8,053 shares; 2025Q3: 8,204 shares; 2025Q4: 7,905 shares 7,905 $6.82M 0.5% -299 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: 24,485 shares; 2024Q4: 32,464 shares; 2025Q1: 31,469 shares; 2025Q2: 32,281 shares; 2025Q3: 39,938 shares; 2025Q4: 71,018 shares 71,018 $6.62M 0.48% +31,080 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,775 shares; 2025Q1: 8,787 shares; 2025Q2: 126,612 shares; 2025Q3: 152,999 shares; 2025Q4: 167,649 shares 167,649 $6.46M 0.47% +14,650 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,249 shares; 2024Q4: 36,495 shares; 2025Q1: 36,854 shares; 2025Q2: 32,782 shares; 2025Q3: 32,037 shares; 2025Q4: 31,607 shares 31,607 $6.28M 0.46% -430 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,881 shares; 2024Q4: 34,641 shares; 2025Q1: 34,719 shares; 2025Q2: 35,071 shares; 2025Q3: 35,071 shares; 2025Q4: 45,223 shares 45,223 $6.19M 0.45% +10,152 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,434 shares; 2024Q4: 54,652 shares; 2025Q1: 54,429 shares; 2025Q2: 54,358 shares; 2025Q3: 54,358 shares; 2025Q4: 63,771 shares 63,771 $5.89M 0.43% +9,413 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: 20,201 shares; 2024Q4: 21,229 shares; 2025Q1: 22,799 shares; 2025Q2: 22,112 shares; 2025Q3: 30,390 shares; 2025Q4: 33,357 shares 33,357 $5.71M 0.41% +2,967 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: 63,799 shares; 2024Q4: 59,909 shares; 2025Q1: 59,711 shares; 2025Q2: 60,986 shares; 2025Q3: 69,539 shares; 2025Q4: 73,493 shares 73,493 $5.66M 0.41% +3,954 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: 31,527 shares; 2024Q4: 31,737 shares; 2025Q1: 30,377 shares; 2025Q2: 33,820 shares; 2025Q3: 38,646 shares; 2025Q4: 36,229 shares 36,229 $5.52M 0.4% -2,417 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: 26,666 shares; 2024Q4: 32,263 shares; 2025Q1: 41,199 shares; 2025Q2: 45,963 shares; 2025Q3: 47,567 shares; 2025Q4: 49,304 shares 49,304 $5.49M 0.4% +1,737 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: 27,139 shares; 2024Q4: 28,744 shares; 2025Q1: 28,574 shares; 2025Q2: 29,481 shares; 2025Q3: 29,845 shares; 2025Q4: 30,482 shares 30,482 $5.41M 0.39% +637 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 12,741 shares; 2025Q1: 12,738 shares; 2025Q2: 13,465 shares; 2025Q3: 27,052 shares; 2025Q4: 29,075 shares 29,075 $5.33M 0.39% +2,023 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: 10,200 shares; 2024Q4: 10,992 shares; 2025Q1: 12,546 shares; 2025Q2: 13,034 shares; 2025Q3: 15,763 shares; 2025Q4: 15,190 shares 15,190 $5.23M 0.38% -573 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: 42,274 shares; 2024Q4: 46,571 shares; 2025Q1: 37,083 shares; 2025Q2: 36,285 shares; 2025Q3: 40,089 shares; 2025Q4: 49,118 shares 49,118 $5.17M 0.38% +9,029 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,493 shares; 2024Q4: 21,401 shares; 2025Q1: 21,174 shares; 2025Q2: 19,109 shares; 2025Q3: 19,109 shares; 2025Q4: 18,289 shares 18,289 $5.06M 0.37% -820 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: 12,696 shares; 2024Q4: 27,209 shares; 2025Q1: 25,065 shares; 2025Q2: 25,069 shares; 2025Q3: 26,651 shares; 2025Q4: 27,356 shares 27,356 $5.04M 0.37% +705 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: 14,536 shares; 2024Q4: 16,826 shares; 2025Q1: 15,845 shares; 2025Q2: 16,380 shares; 2025Q3: 16,484 shares; 2025Q4: 16,431 shares 16,431 $4.69M 0.34% -53 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: 3,076 shares; 2024Q4: 3,664 shares; 2025Q1: 3,504 shares; 2025Q2: 3,458 shares; 2025Q3: 3,784 shares; 2025Q4: 3,750 shares 3,750 $4.56M 0.33% -34 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 4,536 shares; 2025Q1: 4,557 shares; 2025Q2: 4,702 shares; 2025Q3: 4,883 shares; 2025Q4: 47,973 shares 47,973 $4.5M 0.33% +43,090 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,945 shares; 2024Q4: 52,886 shares; 2025Q1: 50,719 shares; 2025Q2: 50,719 shares; 2025Q3: 52,816 shares; 2025Q4: 55,025 shares 55,025 $4.47M 0.32% +2,209 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 5,109 shares; 2025Q1: 7,527 shares; 2025Q2: 7,377 shares; 2025Q3: 7,352 shares; 2025Q4: 7,340 shares 7,340 $4.43M 0.32% -12 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,054 shares; 2024Q4: 83,646 shares; 2025Q1: 83,265 shares; 2025Q2: 102,603 shares; 2025Q3: 99,594 shares; 2025Q4: 99,594 shares 99,594 $4.42M 0.32% 0 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: 24,701 shares; 2024Q4: 16,988 shares; 2025Q1: 17,407 shares; 2025Q2: 19,013 shares; 2025Q3: 19,259 shares; 2025Q4: 19,483 shares 19,483 $4.17M 0.3% +224 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: 13,878 shares; 2024Q4: 13,351 shares; 2025Q1: 14,055 shares; 2025Q2: 14,086 shares; 2025Q3: 14,090 shares; 2025Q4: 28,183 shares 28,183 $4.06M 0.29% +14,093 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: 105,052 shares; 2024Q4: 108,001 shares; 2025Q1: 106,620 shares; 2025Q2: 107,216 shares; 2025Q3: 106,429 shares; 2025Q4: 107,314 shares 107,314 $3.97M 0.29% +885 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: 40,301 shares; 2024Q4: 40,301 shares; 2025Q1: 39,301 shares; 2025Q2: 42,440 shares; 2025Q3: 41,910 shares; 2025Q4: 41,910 shares 41,910 $3.95M 0.29% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,224 shares; 2024Q4: 9,996 shares; 2025Q1: 10,255 shares; 2025Q2: 12,502 shares; 2025Q3: 13,133 shares; 2025Q4: 14,988 shares 14,988 $3.87M 0.28% +1,855 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: 5,567 shares; 2024Q4: 6,117 shares; 2025Q1: 6,099 shares; 2025Q2: 5,675 shares; 2025Q3: 8,002 shares; 2025Q4: 7,983 shares 7,983 $3.86M 0.28% -19 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: 11,274 shares; 2024Q4: 10,769 shares; 2025Q1: 10,769 shares; 2025Q2: 11,111 shares; 2025Q3: 11,111 shares; 2025Q4: 17,380 shares 17,380 $3.82M 0.28% +6,269 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: 907 shares; 2024Q4: 1,718 shares; 2025Q1: 2,111 shares; 2025Q2: 2,373 shares; 2025Q3: 5,043 shares; 2025Q4: 5,836 shares 5,836 $3.81M 0.28% +793 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: 6,256 shares; 2024Q4: 7,983 shares; 2025Q1: 8,480 shares; 2025Q2: 8,841 shares; 2025Q3: 11,229 shares; 2025Q4: 12,747 shares 12,747 $3.78M 0.27% +1,518 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: 23,691 shares; 2024Q4: 29,121 shares; 2025Q1: 24,338 shares; 2025Q2: 23,850 shares; 2025Q3: 26,421 shares; 2025Q4: 26,300 shares 26,300 $3.77M 0.27% -121 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: 21,705 shares; 2024Q4: 23,910 shares; 2025Q1: 23,452 shares; 2025Q2: 23,582 shares; 2025Q3: 24,081 shares; 2025Q4: 24,454 shares 24,454 $3.76M 0.27% +373 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: 5,107 shares; 2024Q4: 6,185 shares; 2025Q1: 6,251 shares; 2025Q2: 6,412 shares; 2025Q3: 7,035 shares; 2025Q4: 6,478 shares 6,478 $3.7M 0.27% -557 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: 54,873 shares; 2024Q4: 69,768 shares; 2025Q1: 67,528 shares; 2025Q2: 67,758 shares; 2025Q3: 67,490 shares; 2025Q4: 68,523 shares 68,523 $3.68M 0.27% +1,033 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,701 shares; 2024Q4: 25,573 shares; 2025Q1: 25,629 shares; 2025Q2: 26,361 shares; 2025Q3: 26,287 shares; 2025Q4: 25,806 shares 25,806 $3.64M 0.26% -481 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: 18,637 shares; 2024Q4: 19,969 shares; 2025Q1: 20,195 shares; 2025Q2: 20,290 shares; 2025Q3: 26,530 shares; 2025Q4: 28,522 shares 28,522 $3.57M 0.26% +1,992 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: 3,171 shares; 2024Q4: 3,643 shares; 2025Q1: 4,271 shares; 2025Q2: 4,074 shares; 2025Q3: 5,522 shares; 2025Q4: 6,092 shares 6,092 $3.53M 0.26% +570 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 22,018 shares; 2025Q1: 38,705 shares; 2025Q2: 34,686 shares; 2025Q3: 34,967 shares; 2025Q4: 33,853 shares 33,853 $3.45M 0.25% -1,114 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: 3,665 shares; 2024Q4: 3,762 shares; 2025Q1: 3,727 shares; 2025Q2: 13,861 shares; 2025Q3: 14,193 shares; 2025Q4: 14,025 shares 14,025 $3.4M 0.25% -168 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: 2,374 shares; 2024Q4: 3,945 shares; 2025Q1: 8,659 shares; 2025Q2: 12,536 shares; 2025Q3: 24,707 shares; 2025Q4: 21,347 shares 21,347 $3.29M 0.24% -3,360 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: 8,356 shares; 2024Q4: 9,956 shares; 2025Q1: 9,469 shares; 2025Q2: 8,640 shares; 2025Q3: 9,646 shares; 2025Q4: 9,831 shares 9,831 $3.25M 0.24% +185 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,719 shares; 2024Q4: 8,276 shares; 2025Q1: 9,943 shares; 2025Q2: 10,000 shares; 2025Q3: 10,024 shares; 2025Q4: 10,158 shares 10,158 $3.24M 0.24% +134 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: 31,550 shares; 2024Q4: 35,180 shares; 2025Q1: 38,519 shares; 2025Q2: 40,798 shares; 2025Q3: 43,673 shares; 2025Q4: 47,210 shares 47,210 $3.17M 0.23% +3,537 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,912 shares; 2025Q4: 76,616 shares 76,616 $3.17M 0.23% +58,704 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: 3,179 shares; 2024Q4: 3,355 shares; 2025Q1: 3,635 shares; 2025Q2: 3,648 shares; 2025Q3: 3,723 shares; 2025Q4: 3,776 shares 3,776 $3.1M 0.23% +53 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: 39,097 shares; 2024Q4: 108,193 shares; 2025Q1: 91,002 shares; 2025Q2: 50,645 shares; 2025Q3: 43,494 shares; 2025Q4: 58,482 shares 58,482 $2.94M 0.21% +14,988 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: 5,227 shares; 2024Q4: 5,466 shares; 2025Q1: 5,326 shares; 2025Q2: 6,947 shares; 2025Q3: 9,152 shares; 2025Q4: 11,122 shares 11,122 $2.86M 0.21% +1,970 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,019 shares; 2024Q4: 99,657 shares; 2025Q1: 100,999 shares; 2025Q2: 88,914 shares; 2025Q3: 92,322 shares; 2025Q4: 46,974 shares 46,974 $2.83M 0.21% -45,348 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: 1,413 shares; 2024Q4: 2,555 shares; 2025Q1: 2,862 shares; 2025Q2: 3,908 shares; 2025Q3: 3,845 shares; 2025Q4: 5,745 shares 5,745 $2.8M 0.2% +1,900 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: not reported; 2024Q4: 4,402 shares; 2025Q1: 5,849 shares; 2025Q2: 5,849 shares; 2025Q3: 5,849 shares; 2025Q4: 5,803 shares 5,803 $2.79M 0.2% -46 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: 4,449 shares; 2024Q4: 4,609 shares; 2025Q1: 4,623 shares; 2025Q2: 4,651 shares; 2025Q3: 7,555 shares; 2025Q4: 8,263 shares 8,263 $2.7M 0.2% +708 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: 11,905 shares; 2024Q4: 13,052 shares; 2025Q1: 14,684 shares; 2025Q2: 14,143 shares; 2025Q3: 16,357 shares; 2025Q4: 18,443 shares 18,443 $2.65M 0.19% +2,086 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,943 shares; 2025Q3: 51,059 shares; 2025Q4: 64,315 shares 64,315 $2.63M 0.19% +13,256 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: 10,322 shares; 2024Q4: 11,759 shares; 2025Q1: 12,134 shares; 2025Q2: 11,882 shares; 2025Q3: 12,503 shares; 2025Q4: 9,843 shares 9,843 $2.61M 0.19% -2,660 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,789 shares; 2025Q4: 11,952 shares 11,952 $2.6M 0.19% +3,163 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: not reported; 2024Q4: 22,566 shares; 2025Q1: 23,114 shares; 2025Q2: 33,117 shares; 2025Q3: 33,117 shares; 2025Q4: 30,424 shares 30,424 $2.58M 0.19% -2,693 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,477 shares; 2025Q1: 13,574 shares; 2025Q2: 14,067 shares; 2025Q3: 14,203 shares; 2025Q4: 14,780 shares 14,780 $2.53M 0.18% +577 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: not reported; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 2,954 shares; 2025Q3: 2,954 shares; 2025Q4: 7,309 shares 7,309 $2.45M 0.18% +4,355 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,637 shares; 2024Q4: 42,110 shares; 2025Q1: 67,549 shares; 2025Q2: 66,294 shares; 2025Q3: 66,294 shares; 2025Q4: 64,394 shares 64,394 $2.45M 0.18% -1,900 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 8,475 shares; 2025Q1: 8,669 shares; 2025Q2: 9,618 shares; 2025Q3: 13,132 shares; 2025Q4: 15,077 shares 15,077 $2.42M 0.18% +1,945 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: 7,331 shares; 2024Q4: 8,511 shares; 2025Q1: 8,492 shares; 2025Q2: 8,615 shares; 2025Q3: 16,492 shares; 2025Q4: 17,678 shares 17,678 $2.35M 0.17% +1,186 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: 3,984 shares; 2024Q4: 5,639 shares; 2025Q1: 4,828 shares; 2025Q2: 5,227 shares; 2025Q3: 5,179 shares; 2025Q4: 6,342 shares 6,342 $2.35M 0.17% +1,163 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: 6,869 shares; 2024Q4: 7,241 shares; 2025Q1: 7,394 shares; 2025Q2: 7,237 shares; 2025Q3: 7,330 shares; 2025Q4: 7,483 shares 7,483 $2.29M 0.17% +153 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,201 shares; 2025Q1: 1,160 shares; 2025Q2: 1,201 shares; 2025Q3: 3,515 shares; 2025Q4: 3,388 shares 3,388 $2.28M 0.17% -127 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: 9,934 shares; 2024Q4: 10,464 shares; 2025Q1: 10,249 shares; 2025Q2: 10,382 shares; 2025Q3: 11,800 shares; 2025Q4: 11,655 shares 11,655 $2.27M 0.17% -145 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.16% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,453 shares; 2024Q4: 28,904 shares; 2025Q1: 28,924 shares; 2025Q2: 29,380 shares; 2025Q3: 30,929 shares; 2025Q4: 31,837 shares 31,837 $2.23M 0.16% +908 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: 6,771 shares; 2024Q4: 11,392 shares; 2025Q1: 11,066 shares; 2025Q2: 12,131 shares; 2025Q3: 12,329 shares; 2025Q4: 18,640 shares 18,640 $2.12M 0.15% +6,311 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: 2,052 shares; 2024Q4: 2,222 shares; 2025Q1: 1,627 shares; 2025Q2: 1,777 shares; 2025Q3: 5,455 shares; 2025Q4: 6,964 shares 6,964 $2.12M 0.15% +1,509 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,546 shares; 2025Q1: 3,972 shares; 2025Q2: 5,485 shares; 2025Q3: 6,053 shares; 2025Q4: 5,922 shares 5,922 $2.09M 0.15% -131 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: 1,277 shares; 2024Q4: 1,763 shares; 2025Q1: 1,736 shares; 2025Q2: 1,747 shares; 2025Q3: 2,359 shares; 2025Q4: 13,651 shares 13,651 $2.09M 0.15% +11,292 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,609 shares; 2025Q1: 1,675 shares; 2025Q2: 1,598 shares; 2025Q3: 3,195 shares; 2025Q4: 3,651 shares 3,651 $2.08M 0.15% +456 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: 21,045 shares; 2024Q4: 21,939 shares; 2025Q1: 22,904 shares; 2025Q2: 22,974 shares; 2025Q3: 22,984 shares; 2025Q4: 46,122 shares 46,122 $2.06M 0.15% +23,138 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: 42,286 shares; 2024Q4: 43,856 shares; 2025Q1: 41,122 shares; 2025Q2: 43,222 shares; 2025Q3: 52,100 shares; 2025Q4: 56,552 shares 56,552 $2.05M 0.15% +4,452 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,446 shares; 2025Q1: 2,550 shares; 2025Q2: 2,595 shares; 2025Q3: 4,009 shares; 2025Q4: 4,324 shares 4,324 $2.01M 0.15% +315 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: 3,334 shares; 2024Q4: 6,997 shares; 2025Q1: 6,550 shares; 2025Q2: 8,389 shares; 2025Q3: 8,389 shares; 2025Q4: 7,173 shares 7,173 $2M 0.15% -1,216 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,963 shares; 2024Q4: 16,878 shares; 2025Q1: 15,944 shares; 2025Q2: 14,494 shares; 2025Q3: 14,494 shares; 2025Q4: 14,167 shares 14,167 $2M 0.15% -327 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 7,915 shares; 2025Q1: 7,700 shares; 2025Q2: 7,853 shares; 2025Q3: 8,013 shares; 2025Q4: 7,697 shares 7,697 $1.98M 0.14% -316 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,793 shares; 2024Q4: 31,141 shares; 2025Q1: 31,409 shares; 2025Q2: 42,054 shares; 2025Q3: 42,054 shares; 2025Q4: 42,054 shares 42,054 $1.97M 0.14% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,117 shares; 2025Q1: 1,872 shares; 2025Q2: 1,738 shares; 2025Q3: 1,781 shares; 2025Q4: 1,799 shares 1,799 $1.93M 0.14% +18 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: 25,698 shares; 2024Q4: 27,651 shares; 2025Q1: 29,259 shares; 2025Q2: 29,916 shares; 2025Q3: 30,551 shares; 2025Q4: 29,981 shares 29,981 $1.87M 0.14% -570 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: 4,235 shares; 2024Q4: 5,287 shares; 2025Q1: 7,401 shares; 2025Q2: 7,570 shares; 2025Q3: 7,794 shares; 2025Q4: 8,960 shares 8,960 $1.87M 0.14% +1,166 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: 11,675 shares; 2024Q4: 12,037 shares; 2025Q1: 12,316 shares; 2025Q2: 11,478 shares; 2025Q3: 11,371 shares; 2025Q4: 11,383 shares 11,383 $1.85M 0.13% +12 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: not reported; 2024Q4: 2,133 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,412 shares; 2025Q4: 11,189 shares 11,189 $1.81M 0.13% +3,777 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: 8,808 shares; 2024Q4: 8,942 shares; 2025Q1: 8,706 shares; 2025Q2: 8,965 shares; 2025Q3: 7,617 shares; 2025Q4: 7,766 shares 7,766 $1.8M 0.13% +149 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: 10,417 shares; 2024Q4: 12,524 shares; 2025Q1: 12,418 shares; 2025Q2: 13,005 shares; 2025Q3: 21,060 shares; 2025Q4: 20,029 shares 20,029 $1.75M 0.13% -1,031 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,930 shares; 2025Q4: 34,690 shares 34,690 $1.74M 0.13% -240 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: 4,919 shares; 2024Q4: 5,056 shares; 2025Q1: 5,447 shares; 2025Q2: 8,780 shares; 2025Q3: 9,669 shares; 2025Q4: 8,960 shares 8,960 $1.74M 0.13% -709 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: 11,095 shares; 2024Q4: 26,258 shares; 2025Q1: 27,802 shares; 2025Q2: 31,493 shares; 2025Q3: 30,493 shares; 2025Q4: 30,493 shares 30,493 $1.73M 0.13% 0 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: 2,438 shares; 2024Q4: 3,402 shares; 2025Q1: 4,544 shares; 2025Q2: 4,719 shares; 2025Q3: 5,001 shares; 2025Q4: 4,912 shares 4,912 $1.73M 0.13% -89 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,875 shares; 2024Q4: 28,545 shares; 2025Q1: 29,319 shares; 2025Q2: 31,087 shares; 2025Q3: 31,087 shares; 2025Q4: 31,087 shares 31,087 $1.7M 0.12% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,858 shares; 2024Q4: 41,960 shares; 2025Q1: 41,960 shares; 2025Q2: 41,960 shares; 2025Q3: 105,003 shares; 2025Q4: 102,317 shares 102,317 $1.69M 0.12% -2,686 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,198 shares; 2025Q1: 3,558 shares; 2025Q2: 3,624 shares; 2025Q3: 6,822 shares; 2025Q4: 6,850 shares 6,850 $1.69M 0.12% +28 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: 31,581 shares; 2024Q4: 36,935 shares; 2025Q1: 39,893 shares; 2025Q2: 42,985 shares; 2025Q3: 40,650 shares; 2025Q4: 40,587 shares 40,587 $1.65M 0.12% -63 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: 1,395 shares; 2024Q4: 890 shares; 2025Q1: 960 shares; 2025Q2: 1,250 shares; 2025Q3: 1,489 shares; 2025Q4: 1,540 shares 1,540 $1.65M 0.12% +51 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 9,445 shares; 2025Q1: 9,438 shares; 2025Q2: 9,259 shares; 2025Q3: 9,321 shares; 2025Q4: 9,022 shares 9,022 $1.63M 0.12% -299 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,909 shares; 2024Q4: 16,530 shares; 2025Q1: 16,529 shares; 2025Q2: 16,768 shares; 2025Q3: 16,692 shares; 2025Q4: 17,096 shares 17,096 $1.63M 0.12% +404 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,190 shares; 2024Q4: 7,190 shares; 2025Q1: 7,190 shares; 2025Q2: 7,470 shares; 2025Q3: 7,470 shares; 2025Q4: 7,470 shares 7,470 $1.6M 0.12% 0 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: 2,276 shares; 2024Q4: 2,285 shares; 2025Q1: 2,380 shares; 2025Q2: 2,455 shares; 2025Q3: 2,346 shares; 2025Q4: 2,817 shares 2,817 $1.6M 0.12% +471 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,944 shares 58,944 $1.59M 0.12% new 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: 16,542 shares; 2024Q4: 17,547 shares; 2025Q1: 17,544 shares; 2025Q2: 18,640 shares; 2025Q3: 19,716 shares; 2025Q4: 19,756 shares 19,756 $1.59M 0.12% +40 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,203 shares; 2025Q1: 10,907 shares; 2025Q2: 11,206 shares; 2025Q3: 12,500 shares; 2025Q4: 12,074 shares 12,074 $1.58M 0.11% -426 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,934 shares; 2025Q1: 1,937 shares; 2025Q2: 2,001 shares; 2025Q3: 7,924 shares; 2025Q4: 7,652 shares 7,652 $1.57M 0.11% -272 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: 6,564 shares; 2024Q4: 6,925 shares; 2025Q1: 8,050 shares; 2025Q2: 8,358 shares; 2025Q3: 8,424 shares; 2025Q4: 8,282 shares 8,282 $1.56M 0.11% -142 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: 5,674 shares; 2024Q4: 7,428 shares; 2025Q1: 5,897 shares; 2025Q2: 8,906 shares; 2025Q3: 14,979 shares; 2025Q4: 12,185 shares 12,185 $1.55M 0.11% -2,794 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: 25,835 shares; 2024Q4: 24,518 shares; 2025Q1: 15,750 shares; 2025Q2: 27,283 shares; 2025Q3: 32,384 shares; 2025Q4: 62,246 shares 62,246 $1.55M 0.11% +29,862 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: 7,810 shares; 2024Q4: 7,138 shares; 2025Q1: 6,167 shares; 2025Q2: 5,513 shares; 2025Q3: 9,754 shares; 2025Q4: 9,350 shares 9,350 $1.51M 0.11% -404 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: 946 shares; 2024Q4: 1,016 shares; 2025Q1: 1,011 shares; 2025Q2: 15,170 shares; 2025Q3: 15,504 shares; 2025Q4: 16,466 shares 16,466 $1.5M 0.11% +962 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: 7,286 shares; 2024Q4: 6,276 shares; 2025Q1: 13,686 shares; 2025Q2: 16,314 shares; 2025Q3: 16,731 shares; 2025Q4: 18,644 shares 18,644 $1.48M 0.11% +1,913 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,860 shares 16,860 $1.47M 0.11% new 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: 23,624 shares; 2024Q4: 9,932 shares; 2025Q1: 8,788 shares; 2025Q2: 11,027 shares; 2025Q3: 11,380 shares; 2025Q4: 12,286 shares 12,286 $1.43M 0.1% +906 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,374 shares; 2024Q4: 41,374 shares; 2025Q1: 41,374 shares; 2025Q2: 41,371 shares; 2025Q3: 44,568 shares; 2025Q4: 44,568 shares 44,568 $1.43M 0.1% 0 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: 5,560 shares; 2024Q4: 5,842 shares; 2025Q1: 5,417 shares; 2025Q2: 5,339 shares; 2025Q3: 5,941 shares; 2025Q4: 5,819 shares 5,819 $1.4M 0.1% -122 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: 33,723 shares; 2024Q4: 40,505 shares; 2025Q1: 43,396 shares; 2025Q2: 44,755 shares; 2025Q3: 56,795 shares; 2025Q4: 56,487 shares 56,487 $1.4M 0.1% -308 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: 8,999 shares; 2024Q4: 9,524 shares; 2025Q1: 9,256 shares; 2025Q2: 8,980 shares; 2025Q3: 9,069 shares; 2025Q4: 10,919 shares 10,919 $1.39M 0.1% +1,850 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,713 shares; 2024Q4: 13,952 shares; 2025Q1: 13,265 shares; 2025Q2: 12,536 shares; 2025Q3: 29,315 shares; 2025Q4: 51,427 shares 51,427 $1.39M 0.1% +22,112 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,161 shares; 2024Q4: 12,774 shares; 2025Q1: 10,774 shares; 2025Q2: 11,345 shares; 2025Q3: 10,695 shares; 2025Q4: 9,318 shares 9,318 $1.39M 0.1% -1,377 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,716 shares; 2025Q1: 1,830 shares; 2025Q2: 1,947 shares; 2025Q3: 1,968 shares; 2025Q4: 2,068 shares 2,068 $1.37M 0.1% +100 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: 3,024 shares; 2024Q4: 3,200 shares; 2025Q1: 3,354 shares; 2025Q2: 3,347 shares; 2025Q3: 3,839 shares; 2025Q4: 3,202 shares 3,202 $1.37M 0.1% -637 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: 5,956 shares; 2024Q4: 5,787 shares; 2025Q1: 6,251 shares; 2025Q2: 6,122 shares; 2025Q3: 5,714 shares; 2025Q4: 5,065 shares 5,065 $1.36M 0.1% -649 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,693 shares; 2025Q1: 3,802 shares; 2025Q2: 3,825 shares; 2025Q3: 12,020 shares; 2025Q4: 11,634 shares 11,634 $1.35M 0.1% -386 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,278 shares; 2024Q4: 16,761 shares; 2025Q1: 16,888 shares; 2025Q2: 15,678 shares; 2025Q3: 15,678 shares; 2025Q4: 14,645 shares 14,645 $1.35M 0.1% -1,033 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: 4,821 shares; 2024Q4: 4,785 shares; 2025Q1: 4,732 shares; 2025Q2: 4,764 shares; 2025Q3: 4,741 shares; 2025Q4: 4,651 shares 4,651 $1.34M 0.1% -90 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 2,401 shares; 2025Q1: 2,508 shares; 2025Q2: 2,641 shares; 2025Q3: 2,815 shares; 2025Q4: 2,829 shares 2,829 $1.33M 0.1% +14 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: 6,369 shares; 2024Q4: 7,164 shares; 2025Q1: 6,297 shares; 2025Q2: 5,828 shares; 2025Q3: 5,864 shares; 2025Q4: 5,732 shares 5,732 $1.31M 0.1% -132 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,106 shares; 2025Q1: 1,081 shares; 2025Q2: 1,262 shares; 2025Q3: 3,706 shares; 2025Q4: 3,844 shares 3,844 $1.29M 0.09% +138 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 6,663 shares; 2025Q1: 6,663 shares; 2025Q2: 6,524 shares; 2025Q3: 6,739 shares; 2025Q4: 6,727 shares 6,727 $1.28M 0.09% -12 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,131 shares; 2025Q1: 15,583 shares; 2025Q2: 8,011 shares; 2025Q3: 8,049 shares; 2025Q4: 14,451 shares 14,451 $1.27M 0.09% +6,402 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: 4,281 shares; 2024Q4: 4,384 shares; 2025Q1: 8,675 shares; 2025Q2: 8,760 shares; 2025Q3: 10,705 shares; 2025Q4: 10,722 shares 10,722 $1.26M 0.09% +17 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: 31,674 shares; 2024Q4: 35,031 shares; 2025Q1: 33,595 shares; 2025Q2: 16,954 shares; 2025Q3: 15,708 shares; 2025Q4: 13,410 shares 13,410 $1.26M 0.09% -2,298 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,139 shares 23,139 $1.25M 0.09% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 919 shares; 2025Q1: 911 shares; 2025Q2: 906 shares; 2025Q3: 977 shares; 2025Q4: 936 shares 936 $1.24M 0.09% -41 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 4,428 shares; 2025Q1: 4,441 shares; 2025Q2: 4,619 shares; 2025Q3: 4,620 shares; 2025Q4: 4,327 shares 4,327 $1.23M 0.09% -293 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: 12,081 shares; 2024Q4: 12,894 shares; 2025Q1: 22,993 shares; 2025Q2: 21,778 shares; 2025Q3: 20,425 shares; 2025Q4: 22,845 shares 22,845 $1.23M 0.09% +2,420 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: 2,568 shares; 2024Q4: 2,531 shares; 2025Q1: 1,799 shares; 2025Q2: 1,874 shares; 2025Q3: 1,993 shares; 2025Q4: 2,345 shares 2,345 $1.23M 0.09% +352 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 7,755 shares; 2025Q1: 7,755 shares; 2025Q2: 7,695 shares; 2025Q3: 7,695 shares; 2025Q4: 7,217 shares 7,217 $1.22M 0.09% -478 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: 3,783 shares; 2024Q4: 3,673 shares; 2025Q1: 3,526 shares; 2025Q2: 3,691 shares; 2025Q3: 3,707 shares; 2025Q4: 3,666 shares 3,666 $1.14M 0.08% -41 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: 2,105 shares; 2024Q4: 3,080 shares; 2025Q1: 3,551 shares; 2025Q2: 3,682 shares; 2025Q3: 3,673 shares; 2025Q4: 4,611 shares 4,611 $1.14M 0.08% +938 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: 4,495 shares; 2024Q4: 5,025 shares; 2025Q1: 4,219 shares; 2025Q2: 4,129 shares; 2025Q3: 3,948 shares; 2025Q4: 3,237 shares 3,237 $1.13M 0.08% -711 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: 7,755 shares; 2024Q4: 7,704 shares; 2025Q1: 7,447 shares; 2025Q2: 7,610 shares; 2025Q3: 7,826 shares; 2025Q4: 8,305 shares 8,305 $1.12M 0.08% +479 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 3,698 shares; 2025Q4: 4,573 shares 4,573 $1.11M 0.08% +875 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: 4,355 shares; 2024Q4: 4,459 shares; 2025Q1: 4,559 shares; 2025Q2: 4,731 shares; 2025Q3: 6,393 shares; 2025Q4: 6,204 shares 6,204 $1.08M 0.08% -189 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: not reported; 2024Q4: 1,959 shares; 2025Q1: 2,166 shares; 2025Q2: 3,149 shares; 2025Q3: 5,531 shares; 2025Q4: 4,952 shares 4,952 $1.08M 0.08% -579 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,576 shares; 2024Q4: 15,101 shares; 2025Q1: 18,888 shares; 2025Q2: 18,896 shares; 2025Q3: 18,598 shares; 2025Q4: 19,574 shares 19,574 $1.07M 0.08% +976 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: 1,461 shares; 2024Q4: 1,426 shares; 2025Q1: 1,492 shares; 2025Q2: 1,447 shares; 2025Q3: 1,477 shares; 2025Q4: 1,383 shares 1,383 $1.06M 0.08% -94 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: 15,430 shares; 2024Q4: 16,381 shares; 2025Q1: 15,617 shares; 2025Q2: 16,589 shares; 2025Q3: 16,769 shares; 2025Q4: 18,361 shares 18,361 $1.06M 0.08% +1,592 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 6,325 shares; 2025Q1: 6,399 shares; 2025Q2: 6,530 shares; 2025Q3: 7,532 shares; 2025Q4: 8,982 shares 8,982 $1.05M 0.08% +1,450 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: 167 shares; 2024Q4: 196 shares; 2025Q1: 305 shares; 2025Q2: 342 shares; 2025Q3: 353 shares; 2025Q4: 309 shares 309 $1.05M 0.08% -44 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: not reported; 2024Q4: 20,131 shares; 2025Q1: 26,459 shares; 2025Q2: 18,893 shares; 2025Q3: 22,755 shares; 2025Q4: 28,107 shares 28,107 $1.04M 0.08% +5,352 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 6,977 shares; 2025Q1: 6,977 shares; 2025Q2: 6,977 shares; 2025Q3: 7,172 shares; 2025Q4: 7,172 shares 7,172 $1.03M 0.08% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,273 shares; 2025Q4: 13,944 shares 13,944 $1.03M 0.08% +1,671 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,759 shares; 2024Q4: 6,185 shares; 2025Q1: 6,191 shares; 2025Q2: 6,210 shares; 2025Q3: 5,933 shares; 2025Q4: 5,556 shares 5,556 $1.03M 0.07% -377 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: 5,232 shares; 2024Q4: 4,633 shares; 2025Q1: 4,595 shares; 2025Q2: 4,619 shares; 2025Q3: 4,649 shares; 2025Q4: 4,687 shares 4,687 $1.03M 0.07% +38 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,913 shares; 2024Q4: 21,457 shares; 2025Q1: 21,677 shares; 2025Q2: 42,557 shares; 2025Q3: 24,845 shares; 2025Q4: 25,517 shares 25,517 $1.02M 0.07% +672 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,157 shares; 2025Q1: 2,173 shares; 2025Q2: 2,183 shares; 2025Q3: 2,194 shares; 2025Q4: 2,181 shares 2,181 $1.02M 0.07% -13 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: 965 shares; 2024Q4: 1,341 shares; 2025Q1: 1,057 shares; 2025Q2: 1,071 shares; 2025Q3: 1,100 shares; 2025Q4: 1,151 shares 1,151 $1.01M 0.07% +51 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: not reported; 2024Q4: not reported; 2025Q1: 4,788 shares; 2025Q2: 4,693 shares; 2025Q3: 10,295 shares; 2025Q4: 8,938 shares 8,938 $1.01M 0.07% -1,357 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: 4,142 shares; 2024Q4: 4,189 shares; 2025Q1: 4,111 shares; 2025Q2: 3,992 shares; 2025Q3: 4,378 shares; 2025Q4: 4,365 shares 4,365 $994K 0.07% -13 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: 5,720 shares; 2024Q4: 7,622 shares; 2025Q1: 7,209 shares; 2025Q2: 8,961 shares; 2025Q3: 10,779 shares; 2025Q4: 12,066 shares 12,066 $986K 0.07% +1,287 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: 5,520 shares; 2025Q1: 5,604 shares; 2025Q2: 5,355 shares; 2025Q3: 2,019 shares; 2025Q4: 2,155 shares 2,155 $977K 0.07% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,584 shares; 2025Q4: 4,584 shares 4,584 $972K 0.07% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,679 shares; 2025Q2: 5,690 shares; 2025Q3: 6,426 shares; 2025Q4: 6,619 shares 6,619 $970K 0.07% +193 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: 501 shares; 2024Q4: 447 shares; 2025Q1: 427 shares; 2025Q2: not reported; 2025Q3: 1,239 shares; 2025Q4: 1,245 shares 1,245 $961K 0.07% +6 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,029 shares; 2024Q4: 9,753 shares; 2025Q1: 10,550 shares; 2025Q2: 10,824 shares; 2025Q3: 12,407 shares; 2025Q4: 13,065 shares 13,065 $960K 0.07% +658 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: 7,771 shares; 2024Q4: 7,771 shares; 2025Q1: 7,635 shares; 2025Q2: 7,635 shares; 2025Q3: 7,635 shares; 2025Q4: 7,747 shares 7,747 $955K 0.07% +112 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: 1,681 shares; 2024Q4: 3,669 shares; 2025Q1: 4,521 shares; 2025Q2: 4,636 shares; 2025Q3: 4,697 shares; 2025Q4: 5,143 shares 5,143 $955K 0.07% +446 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: 3,451 shares; 2024Q4: 3,270 shares; 2025Q1: 3,224 shares; 2025Q2: 3,440 shares; 2025Q3: 3,407 shares; 2025Q4: 3,510 shares 3,510 $952K 0.07% +103 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: 1,861 shares; 2024Q4: 3,389 shares; 2025Q1: 3,386 shares; 2025Q2: 3,282 shares; 2025Q3: 3,239 shares; 2025Q4: 2,945 shares 2,945 $951K 0.07% -294 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,871 shares; 2025Q4: 14,521 shares 14,521 $935K 0.07% +8,650 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,397 shares; 2024Q4: 13,397 shares; 2025Q1: 13,397 shares; 2025Q2: 13,217 shares; 2025Q3: 13,217 shares; 2025Q4: 11,217 shares 11,217 $929K 0.07% -2,000 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 8,798 shares; 2025Q1: 9,459 shares; 2025Q2: 9,350 shares; 2025Q3: 9,199 shares; 2025Q4: 9,317 shares 9,317 $925K 0.07% +118 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,267 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,411 shares; 2025Q4: 20,253 shares 20,253 $922K 0.07% +3,842 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,075 shares; 2025Q1: 2,828 shares; 2025Q2: 2,951 shares; 2025Q3: 2,994 shares; 2025Q4: 3,137 shares 3,137 $910K 0.07% +143 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: 2,640 shares; 2024Q4: 2,664 shares; 2025Q1: 2,613 shares; 2025Q2: 2,856 shares; 2025Q3: 3,029 shares; 2025Q4: 2,884 shares 2,884 $901K 0.07% -145 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,412 shares 2,412 $901K 0.07% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 7,002 shares; 2025Q1: 7,153 shares; 2025Q2: 7,308 shares; 2025Q3: 7,106 shares; 2025Q4: 6,751 shares 6,751 $894K 0.06% -355 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: 149 shares; 2024Q4: 165 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 172 shares; 2025Q4: 166 shares 166 $890K 0.06% -6 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,572 shares; 2025Q1: 5,564 shares; 2025Q2: 5,565 shares; 2025Q3: 5,692 shares; 2025Q4: 5,692 shares 5,692 $883K 0.06% 0 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: 618 shares; 2024Q4: 1,250 shares; 2025Q1: 1,125 shares; 2025Q2: 1,201 shares; 2025Q3: 1,157 shares; 2025Q4: 1,088 shares 1,088 $881K 0.06% -69 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: 1,234 shares; 2024Q4: 1,146 shares; 2025Q1: 1,055 shares; 2025Q2: 1,162 shares; 2025Q3: 4,112 shares; 2025Q4: 3,342 shares 3,342 $877K 0.06% -770 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 3,386 shares; 2025Q1: 3,365 shares; 2025Q2: 3,410 shares; 2025Q3: 7,504 shares; 2025Q4: 11,768 shares 11,768 $869K 0.06% +4,264 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: 11,607 shares; 2024Q4: 7,284 shares; 2025Q1: 7,362 shares; 2025Q2: 9,134 shares; 2025Q3: 8,655 shares; 2025Q4: 8,654 shares 8,654 $864K 0.06% -1 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,469 shares; 2025Q1: 3,297 shares; 2025Q2: 3,349 shares; 2025Q3: 3,632 shares; 2025Q4: 3,783 shares 3,783 $861K 0.06% +151 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: 5,837 shares; 2024Q4: 6,579 shares; 2025Q1: 7,256 shares; 2025Q2: 8,086 shares; 2025Q3: 8,519 shares; 2025Q4: 8,566 shares 8,566 $856K 0.06% +47 Timeline PRFZ 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: 17,975 shares; 2024Q4: 17,975 shares; 2025Q1: 17,975 shares; 2025Q2: 17,975 shares; 2025Q3: 17,975 shares; 2025Q4: 18,455 shares 18,455 $847K 0.06% +480 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,679 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,276 shares; 2025Q4: 10,318 shares 10,318 $846K 0.06% +1,042 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,822 shares 5,822 $836K 0.06% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 6,381 shares; 2025Q1: 5,427 shares; 2025Q2: 5,557 shares; 2025Q3: 5,750 shares; 2025Q4: 5,726 shares 5,726 $821K 0.06% -24 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,253 shares; 2024Q4: 5,118 shares; 2025Q1: 5,009 shares; 2025Q2: 5,052 shares; 2025Q3: 4,815 shares; 2025Q4: 4,845 shares 4,845 $818K 0.06% +30 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,815 shares; 2025Q2: 22,864 shares; 2025Q3: 22,957 shares; 2025Q4: 22,984 shares 22,984 $811K 0.06% +27 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 3,031 shares; 2025Q1: 3,080 shares; 2025Q2: 3,024 shares; 2025Q3: 2,987 shares; 2025Q4: 2,934 shares 2,934 $808K 0.06% -53 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,967 shares 8,967 $807K 0.06% new 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: 2,252 shares; 2024Q4: 2,686 shares; 2025Q1: 2,633 shares; 2025Q2: 2,776 shares; 2025Q3: 2,783 shares; 2025Q4: 2,790 shares 2,790 $806K 0.06% +7 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,772 shares; 2025Q4: 17,186 shares 17,186 $804K 0.06% +3,414 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,713 shares; 2025Q1: 2,286 shares; 2025Q2: 2,172 shares; 2025Q3: 2,193 shares; 2025Q4: 2,094 shares 2,094 $803K 0.06% -99 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,844 shares; 2024Q4: 17,719 shares; 2025Q1: 16,462 shares; 2025Q2: 19,864 shares; 2025Q3: 19,466 shares; 2025Q4: 18,784 shares 18,784 $803K 0.06% -682 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: not reported; 2024Q4: not reported; 2025Q1: 378 shares; 2025Q2: 437 shares; 2025Q3: 531 shares; 2025Q4: 397 shares 397 $800K 0.06% -134 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: 14,265 shares; 2024Q4: 15,141 shares; 2025Q1: 9,232 shares; 2025Q2: 7,856 shares; 2025Q3: 7,849 shares; 2025Q4: 7,114 shares 7,114 $784K 0.06% -735 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,831 shares; 2025Q4: 28,523 shares 28,523 $784K 0.06% +6,692 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 5,024 shares; 2025Q1: 4,993 shares; 2025Q2: 4,993 shares; 2025Q3: 4,681 shares; 2025Q4: 4,867 shares 4,867 $753K 0.05% +186 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 5,969 shares; 2025Q1: 6,397 shares; 2025Q2: 6,266 shares; 2025Q3: 6,239 shares; 2025Q4: 5,887 shares 5,887 $741K 0.05% -352 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: 11,681 shares; 2024Q4: 11,823 shares; 2025Q1: 11,067 shares; 2025Q2: 11,570 shares; 2025Q3: 11,617 shares; 2025Q4: 14,497 shares 14,497 $736K 0.05% +2,880 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 7,500 shares 7,500 $734K 0.05% +2,000 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,816 shares; 2025Q4: 3,634 shares 3,634 $732K 0.05% -182 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 2,368 shares; 2025Q1: 2,190 shares; 2025Q2: 2,111 shares; 2025Q3: 2,129 shares; 2025Q4: 2,153 shares 2,153 $727K 0.05% +24 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,242 shares; 2025Q1: 1,193 shares; 2025Q2: 1,233 shares; 2025Q3: 1,407 shares; 2025Q4: 1,409 shares 1,409 $719K 0.05% +2 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: 3,994 shares; 2024Q4: 4,098 shares; 2025Q1: 4,223 shares; 2025Q2: 4,292 shares; 2025Q3: 4,349 shares; 2025Q4: 4,408 shares 4,408 $709K 0.05% +59 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,146 shares; 2025Q1: 1,090 shares; 2025Q2: 1,145 shares; 2025Q3: 1,176 shares; 2025Q4: 1,157 shares 1,157 $708K 0.05% -19 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: 2,031 shares; 2024Q4: 2,044 shares; 2025Q1: 2,071 shares; 2025Q2: 2,027 shares; 2025Q3: 2,076 shares; 2025Q4: 1,995 shares 1,995 $704K 0.05% -81 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,106 shares; 2025Q1: 1,092 shares; 2025Q2: 1,113 shares; 2025Q3: 1,115 shares; 2025Q4: 1,128 shares 1,128 $702K 0.05% +13 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,504 shares; 2024Q4: 14,159 shares; 2025Q1: 14,902 shares; 2025Q2: 14,869 shares; 2025Q3: 14,682 shares; 2025Q4: 11,678 shares 11,678 $701K 0.05% -3,004 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: 11,093 shares; 2024Q4: 12,493 shares; 2025Q1: 12,554 shares; 2025Q2: 13,772 shares; 2025Q3: not reported; 2025Q4: 18,262 shares 18,262 $701K 0.05% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,020 shares; 2024Q4: 11,274 shares; 2025Q1: 11,373 shares; 2025Q2: 11,373 shares; 2025Q3: 11,373 shares; 2025Q4: 15,321 shares 15,321 $698K 0.05% +3,948 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: 3,465 shares; 2024Q4: 3,740 shares; 2025Q1: 3,343 shares; 2025Q2: 3,465 shares; 2025Q3: 5,790 shares; 2025Q4: 3,961 shares 3,961 $695K 0.05% -1,829 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,559 shares; 2024Q4: 16,578 shares; 2025Q1: 16,563 shares; 2025Q2: 16,589 shares; 2025Q3: 16,632 shares; 2025Q4: 16,598 shares 16,598 $681K 0.05% -34 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: 1,170 shares; 2024Q4: 1,219 shares; 2025Q1: 1,205 shares; 2025Q2: 1,194 shares; 2025Q3: 1,203 shares; 2025Q4: 1,185 shares 1,185 $680K 0.05% -18 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $680K 0.05% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,077 shares; 2025Q2: 9,352 shares; 2025Q3: 9,101 shares; 2025Q4: 9,169 shares 9,169 $670K 0.05% +68 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,266 shares; 2025Q1: 4,862 shares; 2025Q2: 6,239 shares; 2025Q3: 6,239 shares; 2025Q4: 6,239 shares 6,239 $666K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: 880 shares 880 $663K 0.05% +164 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: 4,932 shares; 2024Q4: 5,806 shares; 2025Q1: 2,104 shares; 2025Q2: 2,146 shares; 2025Q3: 2,117 shares; 2025Q4: 2,137 shares 2,137 $663K 0.05% +20 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,832 shares; 2024Q4: 8,227 shares; 2025Q1: 7,529 shares; 2025Q2: 7,795 shares; 2025Q3: 7,291 shares; 2025Q4: 7,712 shares 7,712 $649K 0.05% +421 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 7,759 shares; 2025Q1: 8,354 shares; 2025Q2: 8,371 shares; 2025Q3: 8,354 shares; 2025Q4: 8,354 shares 8,354 $648K 0.05% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,469 shares; 2025Q1: 4,906 shares; 2025Q2: 5,169 shares; 2025Q3: 5,210 shares; 2025Q4: 4,481 shares 4,481 $645K 0.05% -729 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: 4,494 shares; 2024Q4: 4,709 shares; 2025Q1: 4,716 shares; 2025Q2: 5,291 shares; 2025Q3: 4,986 shares; 2025Q4: 5,192 shares 5,192 $637K 0.05% +206 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: 8,857 shares; 2024Q4: 8,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,146 shares; 2025Q4: 22,517 shares 22,517 $636K 0.05% +371 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 897 shares; 2025Q1: 922 shares; 2025Q2: 992 shares; 2025Q3: 1,065 shares; 2025Q4: 1,094 shares 1,094 $635K 0.05% +29 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: 2,895 shares; 2024Q4: 3,067 shares; 2025Q1: 3,155 shares; 2025Q2: 3,185 shares; 2025Q3: 4,566 shares; 2025Q4: 4,847 shares 4,847 $625K 0.05% +281 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: not reported; 2024Q4: 1,475 shares; 2025Q1: 1,961 shares; 2025Q2: 2,076 shares; 2025Q3: 3,432 shares; 2025Q4: 3,903 shares 3,903 $625K 0.05% +471 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: 1,734 shares; 2024Q4: 2,169 shares; 2025Q1: 2,612 shares; 2025Q2: 2,665 shares; 2025Q3: 2,712 shares; 2025Q4: 3,016 shares 3,016 $619K 0.04% +304 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: 9,212 shares; 2024Q4: 9,185 shares; 2025Q1: 7,532 shares; 2025Q2: 7,565 shares; 2025Q3: 7,528 shares; 2025Q4: 7,609 shares 7,609 $619K 0.04% +81 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,205 shares; 2024Q4: 10,662 shares; 2025Q1: 12,005 shares; 2025Q2: 12,537 shares; 2025Q3: 14,900 shares; 2025Q4: 11,477 shares 11,477 $618K 0.04% -3,423 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: 1,401 shares; 2024Q4: 1,343 shares; 2025Q1: 1,192 shares; 2025Q2: 1,190 shares; 2025Q3: 1,530 shares; 2025Q4: 1,463 shares 1,463 $617K 0.04% -67 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: 2,864 shares; 2024Q4: 2,963 shares; 2025Q1: 3,020 shares; 2025Q2: 2,971 shares; 2025Q3: 3,034 shares; 2025Q4: 3,012 shares 3,012 $612K 0.04% -22 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: 2,607 shares; 2024Q4: 2,488 shares; 2025Q1: 2,498 shares; 2025Q2: 2,521 shares; 2025Q3: 2,526 shares; 2025Q4: 2,185 shares 2,185 $609K 0.04% -341 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,725 shares; 2025Q1: 1,742 shares; 2025Q2: 1,781 shares; 2025Q3: 1,783 shares; 2025Q4: 2,061 shares 2,061 $605K 0.04% +278 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: 9,266 shares; 2024Q4: 9,139 shares; 2025Q1: 9,658 shares; 2025Q2: 9,888 shares; 2025Q3: 9,683 shares; 2025Q4: 10,277 shares 10,277 $602K 0.04% +594 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,093 shares; 2025Q1: 1,050 shares; 2025Q2: 1,088 shares; 2025Q3: 1,147 shares; 2025Q4: 1,135 shares 1,135 $580K 0.04% -12 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 3,472 shares; 2025Q1: 3,433 shares; 2025Q2: 3,613 shares; 2025Q3: 6,751 shares; 2025Q4: 7,309 shares 7,309 $577K 0.04% +558 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: 3,595 shares; 2024Q4: 3,159 shares; 2025Q1: 3,096 shares; 2025Q2: 3,113 shares; 2025Q3: 3,138 shares; 2025Q4: 3,186 shares 3,186 $574K 0.04% +48 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: 15,398 shares; 2024Q4: 15,815 shares; 2025Q1: 15,242 shares; 2025Q2: 14,857 shares; 2025Q3: 14,913 shares; 2025Q4: 14,576 shares 14,576 $571K 0.04% -337 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 553 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 538 shares; 2025Q4: 561 shares 561 $566K 0.04% +23 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: 27,529 shares; 2024Q4: 31,264 shares; 2025Q1: 25,907 shares; 2025Q2: 23,932 shares; 2025Q3: 24,341 shares; 2025Q4: 18,869 shares 18,869 $564K 0.04% -5,472 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,764 shares; 2025Q1: 4,702 shares; 2025Q2: 4,745 shares; 2025Q3: 4,775 shares; 2025Q4: 6,092 shares 6,092 $563K 0.04% +1,317 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,305 shares; 2024Q4: 6,614 shares; 2025Q1: 6,914 shares; 2025Q2: 6,984 shares; 2025Q3: 7,040 shares; 2025Q4: 7,296 shares 7,296 $559K 0.04% +256 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: 2,423 shares; 2024Q4: 3,143 shares; 2025Q1: 3,140 shares; 2025Q2: 2,757 shares; 2025Q3: 7,161 shares; 2025Q4: 5,814 shares 5,814 $558K 0.04% -1,347 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: 3,644 shares; 2024Q4: not reported; 2025Q1: 3,764 shares; 2025Q2: 5,213 shares; 2025Q3: 5,414 shares; 2025Q4: 5,576 shares 5,576 $557K 0.04% +162 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: 4,051 shares; 2024Q4: 1,626 shares; 2025Q1: 1,691 shares; 2025Q2: 1,541 shares; 2025Q3: 1,563 shares; 2025Q4: 1,578 shares 1,578 $553K 0.04% +15 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,429 shares 1,429 $553K 0.04% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,154 shares; 2025Q1: 5,084 shares; 2025Q2: 5,142 shares; 2025Q3: 5,176 shares; 2025Q4: 5,237 shares 5,237 $552K 0.04% +61 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares; 2025Q4: 75,000 shares 75,000 $550K 0.04% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,030 shares; 2025Q2: 14,030 shares; 2025Q3: 14,030 shares; 2025Q4: 14,030 shares 14,030 $549K 0.04% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 3,405 shares; 2025Q1: 3,320 shares; 2025Q2: 3,472 shares; 2025Q3: 3,638 shares; 2025Q4: 3,851 shares 3,851 $549K 0.04% +213 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 12,200 shares 12,200 $548K 0.04% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,258 shares; 2025Q4: 5,266 shares 5,266 $539K 0.04% +8 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: not reported; 2024Q4: 1,193 shares; 2025Q1: 1,131 shares; 2025Q2: 1,787 shares; 2025Q3: 1,775 shares; 2025Q4: 1,776 shares 1,776 $537K 0.04% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,953 shares; 2025Q4: 9,809 shares 9,809 $523K 0.04% +2,856 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: 7,970 shares; 2024Q4: 8,074 shares; 2025Q1: 8,281 shares; 2025Q2: 8,274 shares; 2025Q3: 8,266 shares; 2025Q4: 9,628 shares 9,628 $516K 0.04% +1,362 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: not reported; 2024Q4: not reported; 2025Q1: 18,707 shares; 2025Q2: 18,707 shares; 2025Q3: 19,486 shares; 2025Q4: 18,707 shares 18,707 $513K 0.04% -779 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: 866 shares; 2024Q4: 732 shares; 2025Q1: 750 shares; 2025Q2: 777 shares; 2025Q3: 797 shares; 2025Q4: 756 shares 756 $511K 0.04% -41 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,625 shares; 2025Q1: 2,609 shares; 2025Q2: 2,867 shares; 2025Q3: 2,645 shares; 2025Q4: 3,196 shares 3,196 $509K 0.04% +551 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,336 shares; 2024Q4: 10,336 shares; 2025Q1: 10,336 shares; 2025Q2: 10,337 shares; 2025Q3: 10,458 shares; 2025Q4: 10,458 shares 10,458 $499K 0.04% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,584 shares; 2025Q3: 10,344 shares; 2025Q4: 8,663 shares 8,663 $496K 0.04% -1,681 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: not reported; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 2,761 shares 2,761 $490K 0.04% -389 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: 2,932 shares; 2024Q4: 3,010 shares; 2025Q1: 2,749 shares; 2025Q2: 2,952 shares; 2025Q3: 3,002 shares; 2025Q4: 3,004 shares 3,004 $489K 0.04% +2 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: 2,260 shares; 2024Q4: 2,261 shares; 2025Q1: 2,164 shares; 2025Q2: 2,015 shares; 2025Q3: 2,014 shares; 2025Q4: 1,928 shares 1,928 $487K 0.04% -86 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: 1,782 shares; 2024Q4: 1,561 shares; 2025Q1: 1,432 shares; 2025Q2: 1,460 shares; 2025Q3: 1,570 shares; 2025Q4: 1,634 shares 1,634 $484K 0.04% +64 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,032 shares; 2024Q4: 9,032 shares; 2025Q1: 9,032 shares; 2025Q2: 9,032 shares; 2025Q3: 9,032 shares; 2025Q4: 9,032 shares 9,032 $482K 0.04% 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: 951 shares; 2024Q4: 1,102 shares; 2025Q1: 954 shares; 2025Q2: 1,176 shares; 2025Q3: 1,047 shares; 2025Q4: 1,026 shares 1,026 $482K 0.04% -21 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,516 shares; 2025Q3: 10,516 shares; 2025Q4: 9,998 shares 9,998 $481K 0.03% -518 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,240 shares; 2025Q3: 10,240 shares; 2025Q4: 10,240 shares 10,240 $479K 0.03% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,415 shares; 2025Q1: 2,247 shares; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares; 2025Q4: 2,247 shares 2,247 $476K 0.03% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,800 shares; 2025Q1: 1,817 shares; 2025Q2: 1,870 shares; 2025Q3: 1,923 shares; 2025Q4: 1,830 shares 1,830 $474K 0.03% -93 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares; 2025Q4: 3,846 shares 3,846 $473K 0.03% +1,329 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 8,719 shares; 2025Q1: 8,856 shares; 2025Q2: 9,421 shares; 2025Q3: 9,317 shares; 2025Q4: 8,931 shares 8,931 $472K 0.03% -386 Timeline DIVO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,551 shares; 2025Q4: 10,551 shares 10,551 $470K 0.03% 0 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: 2,865 shares; 2024Q4: 2,787 shares; 2025Q1: 2,772 shares; 2025Q2: 2,799 shares; 2025Q3: 2,788 shares; 2025Q4: 2,765 shares 2,765 $469K 0.03% -23 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 953 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 2,101 shares; 2025Q4: 1,795 shares 1,795 $466K 0.03% -306 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 5,335 shares; 2025Q1: 5,185 shares; 2025Q2: 4,791 shares; 2025Q3: 4,494 shares; 2025Q4: 4,742 shares 4,742 $464K 0.03% +248 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,291 shares; 2025Q1: 5,271 shares; 2025Q2: 5,386 shares; 2025Q3: 5,449 shares; 2025Q4: 5,535 shares 5,535 $462K 0.03% +86 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: 2,191 shares; 2024Q4: 2,226 shares; 2025Q1: 2,084 shares; 2025Q2: 2,261 shares; 2025Q3: 2,344 shares; 2025Q4: 2,489 shares 2,489 $461K 0.03% +145 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 6,214 shares; 2025Q1: 5,572 shares; 2025Q2: 5,700 shares; 2025Q3: 5,713 shares; 2025Q4: 5,551 shares 5,551 $460K 0.03% -162 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,491 shares; 2024Q4: 2,916 shares; 2025Q1: 3,662 shares; 2025Q2: 3,653 shares; 2025Q3: 3,932 shares; 2025Q4: 4,998 shares 4,998 $459K 0.03% +1,066 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,962 shares; 2025Q4: 46,390 shares 46,390 $458K 0.03% +33,428 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,401 shares; 2024Q4: 9,195 shares; 2025Q1: 10,358 shares; 2025Q2: 10,390 shares; 2025Q3: 10,435 shares; 2025Q4: 10,474 shares 10,474 $457K 0.03% +39 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,045 shares; 2024Q4: 19,045 shares; 2025Q1: 9,045 shares; 2025Q2: 9,045 shares; 2025Q3: 9,045 shares; 2025Q4: 9,045 shares 9,045 $455K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,067 shares; 2025Q1: 1,129 shares; 2025Q2: 1,158 shares; 2025Q3: 1,163 shares; 2025Q4: 1,161 shares 1,161 $452K 0.03% -2 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,392 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,396 shares 1,396 $452K 0.03% +2 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: 1,490 shares; 2024Q4: 1,541 shares; 2025Q1: 1,057 shares; 2025Q2: 1,063 shares; 2025Q3: 1,115 shares; 2025Q4: 1,057 shares 1,057 $446K 0.03% -58 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,794 shares 6,794 $444K 0.03% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares 2,630 $442K 0.03% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,209 shares; 2025Q1: 4,209 shares; 2025Q2: 4,209 shares; 2025Q3: 3,904 shares; 2025Q4: 4,524 shares 4,524 $438K 0.03% +620 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,373 shares; 2025Q1: 5,230 shares; 2025Q2: 5,579 shares; 2025Q3: 5,658 shares; 2025Q4: 5,482 shares 5,482 $437K 0.03% -176 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: 967 shares; 2024Q4: 1,093 shares; 2025Q1: 1,204 shares; 2025Q2: 1,261 shares; 2025Q3: 1,369 shares; 2025Q4: 1,593 shares 1,593 $435K 0.03% +224 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,890 shares 5,890 $433K 0.03% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,579 shares; 2025Q1: 2,500 shares; 2025Q2: 2,106 shares; 2025Q3: 2,095 shares; 2025Q4: 2,014 shares 2,014 $427K 0.03% -81 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: 687 shares; 2024Q4: 696 shares; 2025Q1: 701 shares; 2025Q2: 711 shares; 2025Q3: 799 shares; 2025Q4: 865 shares 865 $424K 0.03% +66 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,687 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: 3,687 shares; 2025Q3: 3,687 shares; 2025Q4: 3,687 shares 3,687 $420K 0.03% 0 Timeline CDNA CAREDX INC More: the full row for CAREDX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,280 shares 22,280 $420K 0.03% new 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: 3,786 shares; 2024Q4: 5,194 shares; 2025Q1: 3,954 shares; 2025Q2: 3,991 shares; 2025Q3: 4,178 shares; 2025Q4: 4,938 shares 4,938 $420K 0.03% +760 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 3,650 shares; 2025Q1: 3,654 shares; 2025Q2: 3,759 shares; 2025Q3: 3,772 shares; 2025Q4: 3,819 shares 3,819 $418K 0.03% +47 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: 4,396 shares; 2024Q4: 4,369 shares; 2025Q1: 4,275 shares; 2025Q2: 4,343 shares; 2025Q3: 4,355 shares; 2025Q4: 4,302 shares 4,302 $418K 0.03% -53 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $417K 0.03% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 1,005 shares; 2025Q1: 937 shares; 2025Q2: 833 shares; 2025Q3: 262 shares; 2025Q4: 244 shares 244 $413K 0.03% -18 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 1,758 shares; 2025Q1: 1,920 shares; 2025Q2: 1,943 shares; 2025Q3: 1,962 shares; 2025Q4: 1,986 shares 1,986 $406K 0.03% +24 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: 1,223 shares; 2024Q4: 1,228 shares; 2025Q1: 1,234 shares; 2025Q2: 1,204 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares 1,205 $396K 0.03% 0 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: 3,055 shares; 2024Q4: 3,087 shares; 2025Q1: 2,871 shares; 2025Q2: 3,001 shares; 2025Q3: 3,087 shares; 2025Q4: 3,281 shares 3,281 $393K 0.03% +194 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,755 shares; 2024Q4: 6,440 shares; 2025Q1: 7,290 shares; 2025Q2: 7,290 shares; 2025Q3: 7,290 shares; 2025Q4: 7,290 shares 7,290 $390K 0.03% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 182 shares; 2025Q1: 174 shares; 2025Q2: 180 shares; 2025Q3: 188 shares; 2025Q4: 181 shares 181 $389K 0.03% -7 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 3,834 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,332 shares 8,332 $387K 0.03% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,898 shares; 2024Q4: 7,099 shares; 2025Q1: 7,364 shares; 2025Q2: 6,999 shares; 2025Q3: 6,999 shares; 2025Q4: 8,437 shares 8,437 $387K 0.03% +1,438 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 4,110 shares; 2025Q1: 4,126 shares; 2025Q2: 4,217 shares; 2025Q3: 4,410 shares; 2025Q4: 4,433 shares 4,433 $386K 0.03% +23 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: 2,296 shares; 2024Q4: 2,540 shares; 2025Q1: 2,468 shares; 2025Q2: 2,312 shares; 2025Q3: 2,881 shares; 2025Q4: 2,383 shares 2,383 $384K 0.03% -498 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: 986 shares; 2024Q4: 1,293 shares; 2025Q1: 846 shares; 2025Q2: 941 shares; 2025Q3: 927 shares; 2025Q4: 1,178 shares 1,178 $382K 0.03% +251 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: 12,104 shares; 2024Q4: 12,209 shares; 2025Q1: 12,238 shares; 2025Q2: 12,381 shares; 2025Q3: 12,421 shares; 2025Q4: 12,478 shares 12,478 $381K 0.03% +57 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: 2,845 shares; 2024Q4: 2,900 shares; 2025Q1: 2,988 shares; 2025Q2: 2,747 shares; 2025Q3: 2,807 shares; 2025Q4: 2,775 shares 2,775 $378K 0.03% -32 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 615 shares 615 $373K 0.03% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,518 shares; 2025Q4: 4,454 shares 4,454 $373K 0.03% +936 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 8,950 shares; 2025Q4: 9,269 shares 9,269 $366K 0.03% +319 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: 6,168 shares; 2024Q4: 6,375 shares; 2025Q1: 5,960 shares; 2025Q2: 6,174 shares; 2025Q3: 6,214 shares; 2025Q4: 6,266 shares 6,266 $366K 0.03% +52 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: 904 shares; 2024Q4: 945 shares; 2025Q1: 928 shares; 2025Q2: 917 shares; 2025Q3: 911 shares; 2025Q4: 820 shares 820 $365K 0.03% -91 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,218 shares 5,218 $364K 0.03% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,574 shares; 2024Q4: 13,574 shares; 2025Q1: 12,224 shares; 2025Q2: 14,204 shares; 2025Q3: 14,204 shares; 2025Q4: 14,204 shares 14,204 $360K 0.03% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,614 shares; 2025Q3: 1,689 shares; 2025Q4: 1,738 shares 1,738 $356K 0.03% +49 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,516 shares; 2025Q1: 1,718 shares; 2025Q2: 1,725 shares; 2025Q3: 1,704 shares; 2025Q4: 1,584 shares 1,584 $354K 0.03% -120 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: 4,167 shares; 2024Q4: 5,333 shares; 2025Q1: 6,631 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares; 2025Q4: 3,299 shares 3,299 $353K 0.03% +220 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: 4,543 shares; 2024Q4: 3,963 shares; 2025Q1: 3,601 shares; 2025Q2: 4,070 shares; 2025Q3: 4,082 shares; 2025Q4: 4,145 shares 4,145 $353K 0.03% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,362 shares 12,362 $352K 0.03% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,014 shares; 2025Q3: 5,959 shares; 2025Q4: 10,107 shares 10,107 $351K 0.03% +4,148 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,020 shares; 2025Q1: 2,395 shares; 2025Q2: 2,502 shares; 2025Q3: 2,507 shares; 2025Q4: 2,529 shares 2,529 $342K 0.02% +22 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 676 shares; 2025Q1: 795 shares; 2025Q2: 897 shares; 2025Q3: 970 shares; 2025Q4: 953 shares 953 $340K 0.02% -17 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: 5,738 shares; 2024Q4: 5,828 shares; 2025Q1: 5,858 shares; 2025Q2: 5,853 shares; 2025Q3: 5,764 shares; 2025Q4: 5,053 shares 5,053 $340K 0.02% -711 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 5,890 shares; 2025Q1: 5,709 shares; 2025Q2: 5,770 shares; 2025Q3: 5,506 shares; 2025Q4: 6,732 shares 6,732 $337K 0.02% +1,226 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,598 shares; 2025Q1: 4,537 shares; 2025Q2: 4,930 shares; 2025Q3: 5,321 shares; 2025Q4: 4,800 shares 4,800 $337K 0.02% -521 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares 2,944 $335K 0.02% 0 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: 13,812 shares; 2024Q4: 15,171 shares; 2025Q1: 14,025 shares; 2025Q2: 14,575 shares; 2025Q3: 5,666 shares; 2025Q4: 4,225 shares 4,225 $334K 0.02% -1,441 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,237 shares; 2025Q1: 2,187 shares; 2025Q2: 2,163 shares; 2025Q3: 2,150 shares; 2025Q4: 2,188 shares 2,188 $326K 0.02% +38 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: not reported; 2024Q4: 13,611 shares; 2025Q1: 12,200 shares; 2025Q2: 7,524 shares; 2025Q3: 7,524 shares; 2025Q4: 7,165 shares 7,165 $326K 0.02% -359 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 1,200 shares; 2025Q2: 4,494 shares; 2025Q3: 4,960 shares; 2025Q4: 4,910 shares 4,910 $316K 0.02% -50 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: 5,223 shares; 2025Q1: not reported; 2025Q2: 3,397 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares 3,437 $314K 0.02% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,797 shares 4,797 $314K 0.02% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 534 shares; 2025Q1: 619 shares; 2025Q2: 536 shares; 2025Q3: 532 shares; 2025Q4: 551 shares 551 $313K 0.02% +19 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 3,634 shares; 2025Q1: 3,486 shares; 2025Q2: 3,501 shares; 2025Q3: 3,442 shares; 2025Q4: 3,550 shares 3,550 $310K 0.02% +108 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,156 shares; 2025Q1: 6,938 shares; 2025Q2: 7,011 shares; 2025Q3: 6,991 shares; 2025Q4: 6,801 shares 6,801 $309K 0.02% -190 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,837 shares; 2025Q4: 8,443 shares 8,443 $306K 0.02% +606 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,110 shares; 2025Q1: 1,063 shares; 2025Q2: 1,178 shares; 2025Q3: 1,274 shares; 2025Q4: 1,270 shares 1,270 $306K 0.02% -4 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,622 shares; 2024Q4: 10,739 shares; 2025Q1: 12,916 shares; 2025Q2: 13,910 shares; 2025Q3: 40,821 shares; 2025Q4: 22,987 shares 22,987 $302K 0.02% -17,834 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,848 shares; 2024Q4: 6,563 shares; 2025Q1: 5,598 shares; 2025Q2: 4,386 shares; 2025Q3: 5,723 shares; 2025Q4: 4,713 shares 4,713 $300K 0.02% -1,010 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: 5,107 shares; 2024Q4: 15,866 shares; 2025Q1: 12,282 shares; 2025Q2: 12,491 shares; 2025Q3: 5,288 shares; 2025Q4: 5,123 shares 5,123 $299K 0.02% -165 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: 2,926 shares; 2024Q4: 3,323 shares; 2025Q1: 3,280 shares; 2025Q2: 3,396 shares; 2025Q3: 3,449 shares; 2025Q4: 3,440 shares 3,440 $294K 0.02% -9 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,468 shares; 2025Q1: 2,478 shares; 2025Q2: 2,750 shares; 2025Q3: 2,766 shares; 2025Q4: 2,757 shares 2,757 $291K 0.02% -9 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 138 shares; 2025Q2: 135 shares; 2025Q3: 134 shares; 2025Q4: 134 shares 134 $287K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,051 shares; 2025Q1: 1,951 shares; 2025Q2: 2,037 shares; 2025Q3: 2,045 shares; 2025Q4: 2,050 shares 2,050 $282K 0.02% +5 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,912 shares; 2024Q4: 7,912 shares; 2025Q1: 7,912 shares; 2025Q2: 7,912 shares; 2025Q3: 7,912 shares; 2025Q4: 8,037 shares 8,037 $281K 0.02% +125 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: 1,865 shares; 2024Q4: 1,687 shares; 2025Q1: not reported; 2025Q2: 1,702 shares; 2025Q3: 1,714 shares; 2025Q4: 1,717 shares 1,717 $280K 0.02% +3 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,009 shares; 2025Q1: 5,802 shares; 2025Q2: 6,106 shares; 2025Q3: 6,141 shares; 2025Q4: 7,979 shares 7,979 $279K 0.02% +1,838 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: 9,130 shares; 2024Q4: 9,385 shares; 2025Q1: 9,226 shares; 2025Q2: 10,157 shares; 2025Q3: 9,643 shares; 2025Q4: 10,490 shares 10,490 $276K 0.02% +847 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,052 shares 3,052 $270K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 878 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 932 shares 932 $269K 0.02% new Timeline RSPT 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: 5,760 shares; 2024Q4: 5,760 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,560 shares; 2025Q4: 5,891 shares 5,891 $268K 0.02% +1,331 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: 3,909 shares; 2024Q4: 6,486 shares; 2025Q1: 6,486 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,501 shares 2,501 $267K 0.02% -350 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 957 shares; 2025Q4: 969 shares 969 $267K 0.02% +12 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 1,032 shares; 2025Q1: 1,001 shares; 2025Q2: 1,030 shares; 2025Q3: 1,040 shares; 2025Q4: 1,048 shares 1,048 $266K 0.02% +8 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: 1,403 shares; 2024Q4: 1,411 shares; 2025Q1: 1,433 shares; 2025Q2: 1,418 shares; 2025Q3: 1,429 shares; 2025Q4: 1,438 shares 1,438 $265K 0.02% +9 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,315 shares; 2024Q4: 53,979 shares; 2025Q1: 54,057 shares; 2025Q2: 54,319 shares; 2025Q3: 54,314 shares; 2025Q4: 54,352 shares 54,352 $264K 0.02% +38 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,453 shares; 2025Q1: 1,488 shares; 2025Q2: 1,512 shares; 2025Q3: 1,517 shares; 2025Q4: 1,512 shares 1,512 $263K 0.02% -5 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,251 shares; 2025Q3: 12,742 shares; 2025Q4: 7,697 shares 7,697 $263K 0.02% -5,045 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares 1,564 $263K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,537 shares 13,537 $262K 0.02% new 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: 3,499 shares; 2024Q4: 3,499 shares; 2025Q1: not reported; 2025Q2: 2,499 shares; 2025Q3: 2,499 shares; 2025Q4: 2,925 shares 2,925 $262K 0.02% +426 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,427 shares; 2025Q1: 1,481 shares; 2025Q2: 1,415 shares; 2025Q3: 1,414 shares; 2025Q4: 1,508 shares 1,508 $261K 0.02% +94 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares 2,508 $261K 0.02% new 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: 2,010 shares; 2024Q4: 2,135 shares; 2025Q1: 2,145 shares; 2025Q2: 2,215 shares; 2025Q3: 2,222 shares; 2025Q4: 2,251 shares 2,251 $260K 0.02% +29 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 710 shares; 2025Q1: 689 shares; 2025Q2: 688 shares; 2025Q3: 680 shares; 2025Q4: 615 shares 615 $256K 0.02% -65 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 466 shares; 2025Q4: 464 shares 464 $256K 0.02% -2 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,273 shares; 2025Q1: 3,298 shares; 2025Q2: 3,294 shares; 2025Q3: 2,994 shares; 2025Q4: 3,045 shares 3,045 $255K 0.02% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450 shares 3,450 $254K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,142 shares; 2025Q1: 1,104 shares; 2025Q2: 1,121 shares; 2025Q3: 1,164 shares; 2025Q4: 1,221 shares 1,221 $254K 0.02% +57 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: 3,281 shares; 2024Q4: 3,355 shares; 2025Q1: 3,245 shares; 2025Q2: 2,549 shares; 2025Q3: 2,621 shares; 2025Q4: 2,647 shares 2,647 $254K 0.02% +26 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares 1,900 $254K 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: 1,660 shares; 2024Q4: 1,656 shares; 2025Q1: 1,649 shares; 2025Q2: 1,654 shares; 2025Q3: 1,640 shares; 2025Q4: 1,667 shares 1,667 $252K 0.02% +27 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,566 shares; 2025Q3: 3,699 shares; 2025Q4: 3,723 shares 3,723 $251K 0.02% +24 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,457 shares; 2025Q1: 2,672 shares; 2025Q2: 2,448 shares; 2025Q3: 2,492 shares; 2025Q4: 2,432 shares 2,432 $250K 0.02% -60 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,031 shares; 2025Q2: 4,309 shares; 2025Q3: 4,309 shares; 2025Q4: 4,759 shares 4,759 $249K 0.02% +450 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,181 shares; 2025Q1: 1,201 shares; 2025Q2: 1,200 shares; 2025Q3: 1,240 shares; 2025Q4: 1,225 shares 1,225 $248K 0.02% -15 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,479 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,534 shares; 2025Q4: 5,039 shares 5,039 $248K 0.02% +505 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,938 shares; 2025Q4: 5,938 shares 5,938 $246K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,636 shares; 2025Q1: 1,729 shares; 2025Q2: 1,926 shares; 2025Q3: 2,354 shares; 2025Q4: 2,421 shares 2,421 $244K 0.02% +67 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,181 shares; 2025Q2: 4,389 shares; 2025Q3: 4,389 shares; 2025Q4: 4,854 shares 4,854 $244K 0.02% +465 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,067 shares; 2025Q1: 3,072 shares; 2025Q2: 3,090 shares; 2025Q3: 3,077 shares; 2025Q4: 3,122 shares 3,122 $242K 0.02% +45 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 1,975 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,097 shares; 2025Q4: 1,832 shares 1,832 $241K 0.02% -265 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: 3,943 shares; 2024Q4: 3,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,967 shares; 2025Q4: 5,996 shares 5,996 $241K 0.02% +29 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,620 shares; 2025Q1: 4,620 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 2,589 shares 2,589 $240K 0.02% -531 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,262 shares; 2025Q3: 7,112 shares; 2025Q4: 3,306 shares 3,306 $237K 0.02% -3,806 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,718 shares; 2025Q1: not reported; 2025Q2: 1,693 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares 1,736 $236K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,893 shares 2,893 $236K 0.02% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,788 shares; 2024Q4: 10,508 shares; 2025Q1: 1,993 shares; 2025Q2: 2,184 shares; 2025Q3: 2,184 shares; 2025Q4: 2,268 shares 2,268 $235K 0.02% +84 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 951 shares; 2025Q2: 956 shares; 2025Q3: 1,013 shares; 2025Q4: 1,041 shares 1,041 $232K 0.02% +28 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,421 shares; 2025Q1: 3,445 shares; 2025Q2: 3,589 shares; 2025Q3: 3,204 shares; 2025Q4: 3,146 shares 3,146 $231K 0.02% -58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,036 shares 1,036 $227K 0.02% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,912 shares; 2025Q1: 1,886 shares; 2025Q2: 1,798 shares; 2025Q3: 1,525 shares; 2025Q4: 1,449 shares 1,449 $227K 0.02% -76 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,782 shares; 2025Q4: 9,281 shares 9,281 $227K 0.02% -1,501 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,807 shares 1,807 $227K 0.02% new 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: 1,708 shares; 2024Q4: 1,708 shares; 2025Q1: 1,708 shares; 2025Q2: 1,615 shares; 2025Q3: 1,785 shares; 2025Q4: 1,615 shares 1,615 $225K 0.02% -170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,204 shares 2,204 $225K 0.02% +4 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 536 shares; 2025Q3: 539 shares; 2025Q4: 563 shares 563 $224K 0.02% +24 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: 5,297 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,739 shares; 2025Q4: 6,109 shares 6,109 $224K 0.02% +370 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: 2,718 shares; 2024Q4: 2,795 shares; 2025Q1: 3,140 shares; 2025Q2: 3,215 shares; 2025Q3: 2,818 shares; 2025Q4: 2,809 shares 2,809 $223K 0.02% -9 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 572 shares 572 $223K 0.02% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,094 shares 1,094 $222K 0.02% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,825 shares; 2025Q4: 4,765 shares 4,765 $222K 0.02% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,271 shares 1,271 $221K 0.02% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 1,035 shares; 2025Q4: 1,120 shares 1,120 $221K 0.02% +85 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 400 shares; 2025Q4: 236 shares 236 $220K 0.02% -164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 894 shares; 2025Q4: 858 shares 858 $215K 0.02% -36 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,572 shares; 2025Q4: 4,572 shares 4,572 $215K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,177 shares; 2024Q4: 13,976 shares; 2025Q1: 14,468 shares; 2025Q2: 14,554 shares; 2025Q3: 7,529 shares; 2025Q4: 2,041 shares 2,041 $214K 0.02% -5,488 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,865 shares; 2025Q2: 8,865 shares; 2025Q3: 8,865 shares; 2025Q4: 8,865 shares 8,865 $213K 0.02% 0 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: not reported; 2024Q4: 1,343 shares; 2025Q1: 1,691 shares; 2025Q2: 1,553 shares; 2025Q3: 1,586 shares; 2025Q4: 1,471 shares 1,471 $213K 0.02% -115 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: 1,814 shares; 2024Q4: 2,012 shares; 2025Q1: not reported; 2025Q2: 2,059 shares; 2025Q3: 6,767 shares; 2025Q4: 1,869 shares 1,869 $211K 0.02% -4,898 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,678 shares; 2025Q2: 19,476 shares; 2025Q3: 19,475 shares; 2025Q4: 19,475 shares 19,475 $209K 0.02% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 2,910 shares; 2025Q1: 2,950 shares; 2025Q2: 2,982 shares; 2025Q3: not reported; 2025Q4: 1,375 shares 1,375 $207K 0.02% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 655 shares 655 $206K 0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,590 shares; 2025Q1: 1,927 shares; 2025Q2: 1,916 shares; 2025Q3: 1,916 shares; 2025Q4: 1,839 shares 1,839 $206K 0.01% -77 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,371 shares; 2025Q4: 2,440 shares 2,440 $206K 0.01% +69 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 1,919 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597 shares 597 $205K 0.01% new Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,217 shares 10,217 $204K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 2,123 shares; 2025Q1: 2,147 shares; 2025Q2: 2,366 shares; 2025Q3: 2,187 shares; 2025Q4: 1,800 shares 1,800 $202K 0.01% -387 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,803 shares; 2025Q1: 2,635 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,460 shares 2,460 $202K 0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,351 shares 3,351 $201K 0.01% new 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: 1,419 shares; 2024Q4: not reported; 2025Q1: 1,426 shares; 2025Q2: 1,546 shares; 2025Q3: 1,594 shares; 2025Q4: 1,540 shares 1,540 $201K 0.01% -54 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,098 shares; 2025Q1: 906 shares; 2025Q2: 758 shares; 2025Q3: 816 shares; 2025Q4: 824 shares 824 $200K 0.01% +8 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,905 shares; 2025Q3: 2,320 shares; 2025Q4: 2,625 shares 2,625 $200K 0.01% +305 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,111 shares; 2025Q1: 10,111 shares; 2025Q2: 10,111 shares; 2025Q3: 10,111 shares; 2025Q4: 10,111 shares 10,111 $193K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,620 shares 10,620 $184K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,310 shares; 2024Q4: not reported; 2025Q1: 10,544 shares; 2025Q2: 10,415 shares; 2025Q3: 10,415 shares; 2025Q4: 10,554 shares 10,554 $167K 0.01% +139 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,269 shares; 2025Q1: 13,376 shares; 2025Q2: 13,603 shares; 2025Q3: 13,716 shares; 2025Q4: 12,668 shares 12,668 $157K 0.01% -1,048 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,199 shares; 2025Q3: 10,200 shares; 2025Q4: 11,253 shares 11,253 $132K 0.01% +1,053 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,020 shares; 2024Q4: 11,995 shares; 2025Q1: 10,712 shares; 2025Q2: 22,710 shares; 2025Q3: 17,096 shares; 2025Q4: 11,688 shares 11,688 $97.5K 0.01% -5,408 CIO CITY OFFICE REIT INC More: the full row for CITY OFFICE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,023 shares; 2024Q4: 14,084 shares; 2025Q1: 14,023 shares; 2025Q2: 12,956 shares; 2025Q3: 12,968 shares; 2025Q4: 12,956 shares 12,956 $90.6K 0.01% -12 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,350 shares; 2025Q4: 16,178 shares 16,178 $87.4K 0.01% -172 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,515 shares; 2024Q4: 26,781 shares; 2025Q1: 20,432 shares; 2025Q2: 20,472 shares; 2025Q3: 20,449 shares; 2025Q4: 20,158 shares 20,158 $82.6K 0.01% -291 Timeline AOUT AMERICAN OUTDOOR BRANDS INC More: the full row for AMERICAN OUTDOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,676 shares 10,676 $82.5K 0.01% new Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,415 shares; 2025Q1: 10,056 shares; 2025Q2: 11,520 shares; 2025Q3: 11,528 shares; 2025Q4: 11,573 shares 11,573 $78.8K 0.01% +45 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,645 shares; 2024Q4: 18,545 shares; 2025Q1: 18,608 shares; 2025Q2: 16,187 shares; 2025Q3: 16,255 shares; 2025Q4: 16,424 shares 16,424 $71.9K 0.01% +169 Timeline EVC ENTRAVISION COMMUNICATIONS C More: the full row for ENTRAVISION COMMUNICATIONS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,425 shares; 2025Q3: 12,424 shares; 2025Q4: 12,427 shares 12,427 $36.4K <0.01% +3 Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,377 shares; 2025Q2: 14,396 shares; 2025Q3: 14,405 shares; 2025Q4: 14,411 shares 14,411 $25.9K <0.01% +6 Timeline