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: 1,547,344 shares; 2024Q4: 1,564,951 shares; 2025Q1: 1,581,384 shares; 2025Q2: 1,574,671 shares; 2025Q3: 1,577,352 shares; 2025Q4: 1,559,079 shares 1,559,079 $1.07B 12.14% -18,273 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: 10 shares; 2024Q4: 644 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 644 shares; 2025Q4: 644 shares 644 $486M 5.53% 0 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: 2,747,073 shares; 2024Q4: 2,891,186 shares; 2025Q1: 2,905,846 shares; 2025Q2: 2,942,078 shares; 2025Q3: 2,935,833 shares; 2025Q4: 2,927,438 shares 2,927,438 $450M 5.11% -8,395 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,602,167 shares; 2024Q4: 1,589,393 shares; 2025Q1: 1,585,247 shares; 2025Q2: 1,576,165 shares; 2025Q3: 1,561,192 shares; 2025Q4: 1,510,828 shares 1,510,828 $411M 4.67% -50,364 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: 4,208,746 shares; 2024Q4: 4,302,214 shares; 2025Q1: 4,218,245 shares; 2025Q2: 4,500,599 shares; 2025Q3: 4,544,065 shares; 2025Q4: 4,533,875 shares 4,533,875 $406M 4.61% -10,190 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: 669,540 shares; 2024Q4: 671,373 shares; 2025Q1: 677,956 shares; 2025Q2: 666,134 shares; 2025Q3: 675,270 shares; 2025Q4: 661,415 shares 661,415 $320M 3.64% -13,855 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: 5,313,383 shares; 2024Q4: 5,243,444 shares; 2025Q1: 5,118,840 shares; 2025Q2: 4,928,060 shares; 2025Q3: 4,877,690 shares; 2025Q4: 4,821,786 shares 4,821,786 $301M 3.42% -55,904 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,174,840 shares; 2024Q4: 13,186,940 shares; 2025Q1: 12,974,117 shares; 2025Q2: 12,711,438 shares; 2025Q3: 12,661,260 shares; 2025Q4: 12,387,942 shares 12,387,942 $292M 3.32% -273,318 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: 743,446 shares; 2024Q4: 751,833 shares; 2025Q1: 763,112 shares; 2025Q2: 757,791 shares; 2025Q3: 749,023 shares; 2025Q4: 721,439 shares 721,439 $226M 2.57% -27,584 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: 610,481 shares; 2024Q4: 620,250 shares; 2025Q1: 627,026 shares; 2025Q2: 630,350 shares; 2025Q3: 626,943 shares; 2025Q4: 612,686 shares 612,686 $141M 1.61% -14,257 Timeline EIPX 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: 5,355,165 shares; 2024Q4: 5,394,797 shares; 2025Q1: 5,394,874 shares; 2025Q2: 5,338,530 shares; 2025Q3: 5,333,685 shares; 2025Q4: 5,195,978 shares 5,195,978 $137M 1.56% -137,707 Timeline EPS 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: 2,134,388 shares; 2024Q4: 2,260,703 shares; 2025Q1: 2,414,935 shares; 2025Q2: 2,252,225 shares; 2025Q3: 2,117,542 shares; 2025Q4: 1,896,419 shares 1,896,419 $134M 1.53% -221,123 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: 618,581 shares; 2024Q4: 642,791 shares; 2025Q1: 697,912 shares; 2025Q2: 714,520 shares; 2025Q3: 721,833 shares; 2025Q4: 719,973 shares 719,973 $134M 1.53% -1,860 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: 1,837,587 shares; 2024Q4: 1,863,042 shares; 2025Q1: 1,895,732 shares; 2025Q2: 1,861,265 shares; 2025Q3: 1,834,894 shares; 2025Q4: 1,804,699 shares 1,804,699 $119M 1.35% -30,195 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: 364,554 shares; 2024Q4: 369,582 shares; 2025Q1: 386,616 shares; 2025Q2: 380,478 shares; 2025Q3: 372,356 shares; 2025Q4: 360,800 shares 360,800 $113M 1.29% -11,556 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: 357,958 shares; 2024Q4: 352,427 shares; 2025Q1: 357,274 shares; 2025Q2: 337,418 shares; 2025Q3: 330,692 shares; 2025Q4: 316,473 shares 316,473 $110M 1.25% -14,219 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: 320,930 shares; 2024Q4: 329,292 shares; 2025Q1: 339,042 shares; 2025Q2: 334,267 shares; 2025Q3: 330,217 shares; 2025Q4: 322,291 shares 322,291 $104M 1.18% -7,926 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,016 shares; 2024Q4: 553,899 shares; 2025Q1: 661,128 shares; 2025Q2: 662,408 shares; 2025Q3: 664,789 shares; 2025Q4: 678,480 shares 678,480 $101M 1.15% +13,691 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: 201,752 shares; 2024Q4: 198,822 shares; 2025Q1: 237,048 shares; 2025Q2: 232,192 shares; 2025Q3: 233,067 shares; 2025Q4: 230,030 shares 230,030 $79.2M 0.9% -3,037 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: 299,605 shares; 2024Q4: 303,279 shares; 2025Q1: 328,556 shares; 2025Q2: 327,289 shares; 2025Q3: 330,386 shares; 2025Q4: 326,607 shares 326,607 $74.6M 0.85% -3,779 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: 610,659 shares; 2024Q4: 606,468 shares; 2025Q1: 623,753 shares; 2025Q2: 620,970 shares; 2025Q3: 619,365 shares; 2025Q4: 614,535 shares 614,535 $74M 0.84% -4,830 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: 315,180 shares; 2024Q4: 308,857 shares; 2025Q1: 342,448 shares; 2025Q2: 334,732 shares; 2025Q3: 343,325 shares; 2025Q4: 334,058 shares 334,058 $69.1M 0.79% -9,267 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: 123,028 shares; 2024Q4: 123,107 shares; 2025Q1: 119,516 shares; 2025Q2: 124,473 shares; 2025Q3: 126,343 shares; 2025Q4: 123,522 shares 123,522 $62.1M 0.71% -2,821 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,165 shares; 2025Q3: 604,057 shares; 2025Q4: 949,056 shares 949,056 $61.5M 0.7% +344,999 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: 366,242 shares; 2024Q4: 352,679 shares; 2025Q1: 364,152 shares; 2025Q2: 358,324 shares; 2025Q3: 357,205 shares; 2025Q4: 341,397 shares 341,397 $60.6M 0.69% -15,808 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,541 shares; 2024Q4: 596,233 shares; 2025Q1: 500,139 shares; 2025Q2: 405,057 shares; 2025Q3: 356,137 shares; 2025Q4: 311,402 shares 311,402 $59.7M 0.68% -44,735 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,377 shares; 2024Q4: 524,932 shares; 2025Q1: 531,916 shares; 2025Q2: 564,886 shares; 2025Q3: 610,864 shares; 2025Q4: 616,854 shares 616,854 $58.7M 0.67% +5,990 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,604 shares; 2024Q4: 745,392 shares; 2025Q1: 862,544 shares; 2025Q2: 926,093 shares; 2025Q3: 777,173 shares; 2025Q4: 634,572 shares 634,572 $53.5M 0.61% -142,601 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: 463,761 shares; 2024Q4: 456,559 shares; 2025Q1: 459,952 shares; 2025Q2: 452,304 shares; 2025Q3: 447,315 shares; 2025Q4: 440,192 shares 440,192 $52.9M 0.6% -7,123 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: 367,831 shares; 2024Q4: 372,684 shares; 2025Q1: 367,983 shares; 2025Q2: 364,331 shares; 2025Q3: 375,618 shares; 2025Q4: 362,719 shares 362,719 $52M 0.59% -12,899 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: 133,858 shares; 2024Q4: 135,392 shares; 2025Q1: 141,103 shares; 2025Q2: 141,675 shares; 2025Q3: 145,572 shares; 2025Q4: 144,642 shares 144,642 $50.7M 0.58% -930 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: 85,960 shares; 2024Q4: 85,295 shares; 2025Q1: 85,908 shares; 2025Q2: 83,890 shares; 2025Q3: 81,635 shares; 2025Q4: 79,804 shares 79,804 $50M 0.57% -1,831 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: 45,555 shares; 2024Q4: 45,257 shares; 2025Q1: 44,442 shares; 2025Q2: 43,409 shares; 2025Q3: 42,868 shares; 2025Q4: 41,172 shares 41,172 $50M 0.57% -1,696 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: 301,855 shares; 2024Q4: 308,627 shares; 2025Q1: 374,786 shares; 2025Q2: 371,209 shares; 2025Q3: 377,273 shares; 2025Q4: 375,205 shares 375,205 $47M 0.53% -2,068 Timeline WCMI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,194,120 shares; 2025Q4: 2,753,536 shares 2,753,536 $46.8M 0.53% +559,416 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279,815 shares; 2024Q4: 1,012,509 shares; 2025Q1: 926,852 shares; 2025Q2: 881,002 shares; 2025Q3: 858,781 shares; 2025Q4: 854,485 shares 854,485 $45.2M 0.51% -4,296 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: 575,959 shares; 2024Q4: 560,281 shares; 2025Q1: 586,995 shares; 2025Q2: 583,531 shares; 2025Q3: 589,282 shares; 2025Q4: 581,451 shares 581,451 $44.8M 0.51% -7,831 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: 429,243 shares; 2024Q4: 415,899 shares; 2025Q1: 449,179 shares; 2025Q2: 429,269 shares; 2025Q3: 432,043 shares; 2025Q4: 423,896 shares 423,896 $44.6M 0.51% -8,147 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: 329,071 shares; 2024Q4: 328,781 shares; 2025Q1: 353,008 shares; 2025Q2: 339,665 shares; 2025Q3: 329,340 shares; 2025Q4: 310,708 shares 310,708 $42M 0.48% -18,632 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995,071 shares; 2024Q4: 992,461 shares; 2025Q1: 973,329 shares; 2025Q2: 893,345 shares; 2025Q3: 868,826 shares; 2025Q4: 861,413 shares 861,413 $39.6M 0.45% -7,413 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: 188,310 shares; 2024Q4: 442,941 shares; 2025Q1: 533,659 shares; 2025Q2: 556,464 shares; 2025Q3: 648,389 shares; 2025Q4: 725,376 shares 725,376 $39.1M 0.44% +76,987 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: 66,668 shares; 2024Q4: 66,312 shares; 2025Q1: 66,226 shares; 2025Q2: 63,968 shares; 2025Q3: 64,183 shares; 2025Q4: 63,885 shares 63,885 $37M 0.42% -298 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: 41,608 shares; 2024Q4: 43,204 shares; 2025Q1: 43,633 shares; 2025Q2: 44,071 shares; 2025Q3: 43,756 shares; 2025Q4: 42,113 shares 42,113 $36.3M 0.41% -1,643 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,070 shares; 2024Q4: 554,385 shares; 2025Q1: 554,395 shares; 2025Q2: 536,679 shares; 2025Q3: 536,728 shares; 2025Q4: 536,669 shares 536,669 $35.6M 0.4% -59 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: 62,632 shares; 2024Q4: 64,184 shares; 2025Q1: 65,046 shares; 2025Q2: 64,642 shares; 2025Q3: 64,826 shares; 2025Q4: 61,871 shares 61,871 $35.4M 0.4% -2,955 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: 191,000 shares; 2024Q4: 193,030 shares; 2025Q1: 189,556 shares; 2025Q2: 189,176 shares; 2025Q3: 188,576 shares; 2025Q4: 186,892 shares 186,892 $34.3M 0.39% -1,684 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: 50,068 shares; 2024Q4: 52,206 shares; 2025Q1: 57,412 shares; 2025Q2: 57,956 shares; 2025Q3: 61,039 shares; 2025Q4: 58,812 shares 58,812 $33.6M 0.38% -2,227 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: 88,034 shares; 2024Q4: 88,136 shares; 2025Q1: 88,374 shares; 2025Q2: 89,044 shares; 2025Q3: 90,617 shares; 2025Q4: 89,375 shares 89,375 $33.1M 0.38% -1,242 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: 290,205 shares; 2024Q4: 267,679 shares; 2025Q1: 251,789 shares; 2025Q2: 230,411 shares; 2025Q3: 228,205 shares; 2025Q4: 222,791 shares 222,791 $32M 0.36% -5,414 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: 157,730 shares; 2024Q4: 163,362 shares; 2025Q1: 164,283 shares; 2025Q2: 166,220 shares; 2025Q3: 169,657 shares; 2025Q4: 159,976 shares 159,976 $31.2M 0.35% -9,681 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: 49,604 shares; 2024Q4: 50,072 shares; 2025Q1: 51,089 shares; 2025Q2: 48,959 shares; 2025Q3: 48,086 shares; 2025Q4: 45,162 shares 45,162 $30.8M 0.35% -2,924 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: 101,875 shares; 2024Q4: 101,058 shares; 2025Q1: 100,810 shares; 2025Q2: 96,454 shares; 2025Q3: 99,859 shares; 2025Q4: 97,515 shares 97,515 $29.8M 0.34% -2,344 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 898,395 shares; 2025Q2: 898,395 shares; 2025Q3: 898,395 shares; 2025Q4: 898,395 shares 898,395 $27.5M 0.31% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,926 shares; 2024Q4: 29,499 shares; 2025Q1: 29,950 shares; 2025Q2: 29,705 shares; 2025Q3: 29,162 shares; 2025Q4: 29,322 shares 29,322 $25.8M 0.29% +160 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: 105,617 shares; 2024Q4: 102,517 shares; 2025Q1: 101,565 shares; 2025Q2: 99,802 shares; 2025Q3: 103,037 shares; 2025Q4: 99,431 shares 99,431 $25.6M 0.29% -3,606 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: 29,059 shares; 2024Q4: 30,727 shares; 2025Q1: 33,038 shares; 2025Q2: 35,890 shares; 2025Q3: 37,970 shares; 2025Q4: 38,312 shares 38,312 $25.3M 0.29% +342 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: 295,623 shares; 2024Q4: 292,469 shares; 2025Q1: 295,166 shares; 2025Q2: 303,848 shares; 2025Q3: 309,762 shares; 2025Q4: 298,245 shares 298,245 $23.9M 0.27% -11,517 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: 999,023 shares; 2024Q4: 999,168 shares; 2025Q1: 955,613 shares; 2025Q2: 912,477 shares; 2025Q3: 908,303 shares; 2025Q4: 908,604 shares 908,604 $23.9M 0.27% +301 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: 99,406 shares; 2024Q4: 102,213 shares; 2025Q1: 99,775 shares; 2025Q2: 94,505 shares; 2025Q3: 99,467 shares; 2025Q4: 97,666 shares 97,666 $22.6M 0.26% -1,801 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: 26,298 shares; 2024Q4: 32,566 shares; 2025Q1: 32,506 shares; 2025Q2: 30,314 shares; 2025Q3: 30,197 shares; 2025Q4: 29,336 shares 29,336 $22.1M 0.25% -861 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: 167,729 shares; 2024Q4: 159,172 shares; 2025Q1: 139,828 shares; 2025Q2: 132,337 shares; 2025Q3: 140,938 shares; 2025Q4: 137,676 shares 137,676 $21M 0.24% -3,262 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: 169,807 shares; 2024Q4: 206,373 shares; 2025Q1: 204,669 shares; 2025Q2: 222,345 shares; 2025Q3: 221,803 shares; 2025Q4: 216,096 shares 216,096 $20.8M 0.24% -5,707 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: 143,050 shares; 2024Q4: 156,666 shares; 2025Q1: 51,863 shares; 2025Q2: 63,666 shares; 2025Q3: 64,206 shares; 2025Q4: 61,717 shares 61,717 $20.7M 0.24% -2,489 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: 308,849 shares; 2024Q4: 303,076 shares; 2025Q1: 291,309 shares; 2025Q2: 276,829 shares; 2025Q3: 263,963 shares; 2025Q4: 246,386 shares 246,386 $20.7M 0.23% -17,577 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: 53,294 shares; 2024Q4: 54,973 shares; 2025Q1: 70,062 shares; 2025Q2: 67,748 shares; 2025Q3: 69,601 shares; 2025Q4: 69,500 shares 69,500 $20.6M 0.23% -101 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: 62,259 shares; 2024Q4: 62,634 shares; 2025Q1: 71,072 shares; 2025Q2: 70,792 shares; 2025Q3: 74,821 shares; 2025Q4: 74,341 shares 74,341 $20.2M 0.23% -480 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: 151,845 shares; 2024Q4: 149,429 shares; 2025Q1: 153,981 shares; 2025Q2: 148,532 shares; 2025Q3: 153,476 shares; 2025Q4: 150,967 shares 150,967 $20M 0.23% -2,509 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: 392,978 shares; 2024Q4: 387,278 shares; 2025Q1: 385,199 shares; 2025Q2: 375,807 shares; 2025Q3: 374,140 shares; 2025Q4: 357,979 shares 357,979 $19.2M 0.22% -16,161 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,177 shares; 2024Q4: 153,371 shares; 2025Q1: 152,725 shares; 2025Q2: 151,741 shares; 2025Q3: 150,425 shares; 2025Q4: 149,021 shares 149,021 $19.2M 0.22% -1,404 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: 69,090 shares; 2024Q4: 69,828 shares; 2025Q1: 73,138 shares; 2025Q2: 66,605 shares; 2025Q3: 59,705 shares; 2025Q4: 56,365 shares 56,365 $18.6M 0.21% -3,340 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: 85,278 shares; 2024Q4: 82,969 shares; 2025Q1: 82,320 shares; 2025Q2: 78,288 shares; 2025Q3: 77,728 shares; 2025Q4: 75,367 shares 75,367 $18.6M 0.21% -2,361 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: 38,117 shares; 2024Q4: 42,221 shares; 2025Q1: 45,758 shares; 2025Q2: 46,641 shares; 2025Q3: 48,762 shares; 2025Q4: 45,896 shares 45,896 $18.2M 0.21% -2,866 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: 15,318 shares; 2025Q1: 14,672 shares; 2025Q2: 13,623 shares; 2025Q3: 13,242 shares; 2025Q4: 13,034 shares 13,034 $18.2M 0.21% -208 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,273 shares; 2024Q4: 357,354 shares; 2025Q1: 354,907 shares; 2025Q2: 352,124 shares; 2025Q3: 401,498 shares; 2025Q4: 410,234 shares 410,234 $18.1M 0.21% +8,736 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: 38,202 shares; 2024Q4: 40,961 shares; 2025Q1: 27,010 shares; 2025Q2: 27,405 shares; 2025Q3: 27,438 shares; 2025Q4: 27,079 shares 27,079 $17.7M 0.2% -359 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: 127,899 shares; 2024Q4: 132,958 shares; 2025Q1: 147,318 shares; 2025Q2: 153,254 shares; 2025Q3: 154,868 shares; 2025Q4: 158,278 shares 158,278 $17.6M 0.2% +3,410 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,302 shares; 2024Q4: 143,966 shares; 2025Q1: 143,468 shares; 2025Q2: 140,983 shares; 2025Q3: 139,847 shares; 2025Q4: 136,871 shares 136,871 $17.6M 0.2% -2,976 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: 46,325 shares; 2024Q4: 94,264 shares; 2025Q1: 95,368 shares; 2025Q2: 96,905 shares; 2025Q3: 96,084 shares; 2025Q4: 92,759 shares 92,759 $17.1M 0.19% -3,325 Timeline JMST 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: 977,349 shares; 2024Q4: 682,936 shares; 2025Q1: 481,169 shares; 2025Q2: 437,628 shares; 2025Q3: 399,848 shares; 2025Q4: 329,297 shares 329,297 $16.8M 0.19% -70,551 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: 53,295 shares; 2024Q4: 51,890 shares; 2025Q1: 54,247 shares; 2025Q2: 52,486 shares; 2025Q3: 51,863 shares; 2025Q4: 51,020 shares 51,020 $16.7M 0.19% -843 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: 33,018 shares; 2024Q4: 32,484 shares; 2025Q1: 35,132 shares; 2025Q2: 31,777 shares; 2025Q3: 33,055 shares; 2025Q4: 31,480 shares 31,480 $16.5M 0.19% -1,575 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: 99,745 shares; 2025Q1: 99,915 shares; 2025Q2: 98,463 shares; 2025Q3: 97,455 shares; 2025Q4: 95,812 shares 95,812 $16.4M 0.19% -1,643 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: 107,635 shares; 2024Q4: 106,734 shares; 2025Q1: 105,285 shares; 2025Q2: 94,188 shares; 2025Q3: 92,448 shares; 2025Q4: 89,177 shares 89,177 $16.2M 0.18% -3,271 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: 203,298 shares; 2024Q4: 206,100 shares; 2025Q1: 215,802 shares; 2025Q2: 214,370 shares; 2025Q3: 224,506 shares; 2025Q4: 223,805 shares 223,805 $15.6M 0.18% -701 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: 69,961 shares; 2024Q4: 67,706 shares; 2025Q1: 67,660 shares; 2025Q2: 67,530 shares; 2025Q3: 66,400 shares; 2025Q4: 63,940 shares 63,940 $15.4M 0.18% -2,460 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: 187,017 shares; 2024Q4: 200,120 shares; 2025Q1: 191,329 shares; 2025Q2: 207,930 shares; 2025Q3: 297,491 shares; 2025Q4: 302,118 shares 302,118 $15.2M 0.17% +4,627 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: 8,561 shares; 2024Q4: 9,340 shares; 2025Q1: 9,849 shares; 2025Q2: 11,122 shares; 2025Q3: 14,497 shares; 2025Q4: 14,065 shares 14,065 $15.1M 0.17% -432 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: 31,602 shares; 2024Q4: 32,415 shares; 2025Q1: 40,455 shares; 2025Q2: 40,812 shares; 2025Q3: 41,714 shares; 2025Q4: 40,822 shares 40,822 $14.3M 0.16% -892 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: 55,493 shares; 2024Q4: 56,395 shares; 2025Q1: 56,783 shares; 2025Q2: 56,555 shares; 2025Q3: 55,772 shares; 2025Q4: 53,854 shares 53,854 $14.1M 0.16% -1,918 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: 123,885 shares; 2025Q1: 117,869 shares; 2025Q2: 109,862 shares; 2025Q3: 108,381 shares; 2025Q4: 106,870 shares 106,870 $14M 0.16% -1,511 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: 15,947 shares; 2024Q4: 15,948 shares; 2025Q1: 15,707 shares; 2025Q2: 15,727 shares; 2025Q3: 16,139 shares; 2025Q4: 15,632 shares 15,632 $13.7M 0.16% -507 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: 171,073 shares; 2024Q4: 168,324 shares; 2025Q1: 179,286 shares; 2025Q2: 350,708 shares; 2025Q3: 344,096 shares; 2025Q4: 341,414 shares 341,414 $13.7M 0.16% -2,682 Timeline IGV 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: 137,714 shares; 2024Q4: 136,823 shares; 2025Q1: 135,579 shares; 2025Q2: 133,066 shares; 2025Q3: 130,761 shares; 2025Q4: 129,109 shares 129,109 $13.6M 0.16% -1,652 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: 31,050 shares; 2024Q4: 31,577 shares; 2025Q1: 32,860 shares; 2025Q2: 32,469 shares; 2025Q3: 32,037 shares; 2025Q4: 30,697 shares 30,697 $13.1M 0.15% -1,340 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: 38,610 shares; 2024Q4: 38,610 shares; 2025Q1: 38,666 shares; 2025Q2: 36,668 shares; 2025Q3: 36,668 shares; 2025Q4: 32,858 shares 32,858 $12.3M 0.14% -3,810 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: 130,841 shares; 2024Q4: 128,442 shares; 2025Q1: 121,602 shares; 2025Q2: 116,593 shares; 2025Q3: 114,278 shares; 2025Q4: 107,192 shares 107,192 $12.2M 0.14% -7,086 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,744 shares; 2024Q4: 152,166 shares; 2025Q1: 150,633 shares; 2025Q2: 147,913 shares; 2025Q3: 147,813 shares; 2025Q4: 143,704 shares 143,704 $12M 0.14% -4,109 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: 50,047 shares; 2024Q4: 49,494 shares; 2025Q1: 55,640 shares; 2025Q2: 54,030 shares; 2025Q3: 54,832 shares; 2025Q4: 51,901 shares 51,901 $11.9M 0.14% -2,931 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: 58,237 shares; 2024Q4: 64,360 shares; 2025Q1: 64,178 shares; 2025Q2: 62,029 shares; 2025Q3: 62,626 shares; 2025Q4: 58,725 shares 58,725 $11.5M 0.13% -3,901 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: 43,565 shares; 2024Q4: 45,238 shares; 2025Q1: 45,790 shares; 2025Q2: 44,452 shares; 2025Q3: 46,776 shares; 2025Q4: 43,233 shares 43,233 $11.5M 0.13% -3,543 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: 131,517 shares; 2024Q4: 126,381 shares; 2025Q1: 74,289 shares; 2025Q2: 80,377 shares; 2025Q3: 82,749 shares; 2025Q4: 79,783 shares 79,783 $11.5M 0.13% -2,966 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: 114,290 shares; 2024Q4: 114,101 shares; 2025Q1: 115,750 shares; 2025Q2: 110,289 shares; 2025Q3: 99,365 shares; 2025Q4: 104,395 shares 104,395 $11.2M 0.13% +5,030 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: 178,009 shares; 2024Q4: 199,383 shares; 2025Q1: 229,010 shares; 2025Q2: 217,663 shares; 2025Q3: 206,703 shares; 2025Q4: 201,014 shares 201,014 $11.1M 0.13% -5,689 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: 8,575 shares; 2024Q4: 8,622 shares; 2025Q1: 8,499 shares; 2025Q2: 128,374 shares; 2025Q3: 124,408 shares; 2025Q4: 120,454 shares 120,454 $11M 0.12% -3,954 Timeline EZU 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: 190,127 shares; 2024Q4: 189,478 shares; 2025Q1: 177,404 shares; 2025Q2: 165,071 shares; 2025Q3: 160,422 shares; 2025Q4: 159,579 shares 159,579 $10.2M 0.12% -843 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: 19,236 shares; 2024Q4: 19,507 shares; 2025Q1: 20,525 shares; 2025Q2: 22,032 shares; 2025Q3: 22,287 shares; 2025Q4: 21,507 shares 21,507 $10.2M 0.12% -780 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: 59,687 shares; 2024Q4: 60,607 shares; 2025Q1: 62,315 shares; 2025Q2: 61,331 shares; 2025Q3: 59,674 shares; 2025Q4: 57,955 shares 57,955 $10.2M 0.12% -1,719 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: 42,041 shares; 2024Q4: 40,827 shares; 2025Q1: 42,952 shares; 2025Q2: 42,366 shares; 2025Q3: 41,345 shares; 2025Q4: 37,788 shares 37,788 $10.1M 0.12% -3,557 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,556 shares; 2024Q4: 140,556 shares; 2025Q1: 140,340 shares; 2025Q2: 139,283 shares; 2025Q3: 139,218 shares; 2025Q4: 139,218 shares 139,218 $9.97M 0.11% 0 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: 114,561 shares; 2024Q4: 113,525 shares; 2025Q1: 113,377 shares; 2025Q2: 113,353 shares; 2025Q3: 113,855 shares; 2025Q4: 110,124 shares 110,124 $9.91M 0.11% -3,731 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,192 shares; 2024Q4: 363,357 shares; 2025Q1: 380,186 shares; 2025Q2: 385,570 shares; 2025Q3: 375,755 shares; 2025Q4: 375,635 shares 375,635 $9.85M 0.11% -120 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: 61,921 shares; 2024Q4: 65,386 shares; 2025Q1: 63,639 shares; 2025Q2: 62,090 shares; 2025Q3: 62,156 shares; 2025Q4: 59,723 shares 59,723 $9.56M 0.11% -2,433 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: 193,536 shares; 2024Q4: 185,786 shares; 2025Q1: 179,311 shares; 2025Q2: 174,199 shares; 2025Q3: 170,824 shares; 2025Q4: 168,772 shares 168,772 $9.23M 0.1% -2,052 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,148 shares; 2024Q4: 67,544 shares; 2025Q1: 77,402 shares; 2025Q2: 79,970 shares; 2025Q3: 76,891 shares; 2025Q4: 73,246 shares 73,246 $9.22M 0.1% -3,645 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: 25,221 shares; 2024Q4: 26,670 shares; 2025Q1: 28,508 shares; 2025Q2: 29,082 shares; 2025Q3: 29,445 shares; 2025Q4: 28,936 shares 28,936 $9.22M 0.1% -509 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: 12,013 shares; 2024Q4: 13,160 shares; 2025Q1: 17,264 shares; 2025Q2: 17,519 shares; 2025Q3: 21,921 shares; 2025Q4: 20,032 shares 20,032 $9.08M 0.1% -1,889 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: 23,244 shares; 2024Q4: 23,244 shares; 2025Q1: 23,429 shares; 2025Q2: 23,429 shares; 2025Q3: 23,256 shares; 2025Q4: 23,017 shares 23,017 $8.9M 0.1% -239 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: 135,843 shares; 2024Q4: 138,518 shares; 2025Q1: 128,066 shares; 2025Q2: 124,108 shares; 2025Q3: 118,771 shares; 2025Q4: 111,447 shares 111,447 $8.81M 0.1% -7,324 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: 30,951 shares; 2024Q4: 30,340 shares; 2025Q1: 28,217 shares; 2025Q2: 29,518 shares; 2025Q3: 29,354 shares; 2025Q4: 27,663 shares 27,663 $8.63M 0.1% -1,691 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: 41,370 shares; 2024Q4: 40,140 shares; 2025Q1: 40,228 shares; 2025Q2: 34,950 shares; 2025Q3: 35,538 shares; 2025Q4: 34,924 shares 34,924 $8.63M 0.1% -614 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: 14,911 shares; 2024Q4: 14,696 shares; 2025Q1: 14,472 shares; 2025Q2: 15,182 shares; 2025Q3: 14,397 shares; 2025Q4: 14,594 shares 14,594 $8.32M 0.09% +197 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: 27,732 shares; 2024Q4: 27,571 shares; 2025Q1: 25,567 shares; 2025Q2: 24,566 shares; 2025Q3: 24,663 shares; 2025Q4: 24,338 shares 24,338 $8.19M 0.09% -325 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,842 shares; 2024Q4: 87,448 shares; 2025Q1: 86,869 shares; 2025Q2: 86,692 shares; 2025Q3: 87,277 shares; 2025Q4: 85,740 shares 85,740 $8.08M 0.09% -1,537 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: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,469 shares; 2025Q2: 1,512 shares; 2025Q3: 1,504 shares; 2025Q4: 1,491 shares 1,491 $7.98M 0.09% -13 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: 36,214 shares; 2024Q4: 35,664 shares; 2025Q1: 34,052 shares; 2025Q2: 32,464 shares; 2025Q3: 31,530 shares; 2025Q4: 30,742 shares 30,742 $7.98M 0.09% -788 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: 21,116 shares; 2024Q4: 21,753 shares; 2025Q1: 20,948 shares; 2025Q2: 24,548 shares; 2025Q3: 26,038 shares; 2025Q4: 25,760 shares 25,760 $7.93M 0.09% -278 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,448 shares; 2024Q4: 57,448 shares; 2025Q1: 56,948 shares; 2025Q2: 56,948 shares; 2025Q3: 56,948 shares; 2025Q4: 56,198 shares 56,198 $7.93M 0.09% -750 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: 31,069 shares; 2024Q4: 33,378 shares; 2025Q1: 33,018 shares; 2025Q2: 31,059 shares; 2025Q3: 30,575 shares; 2025Q4: 29,934 shares 29,934 $7.72M 0.09% -641 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,957 shares; 2024Q4: 49,558 shares; 2025Q1: 59,423 shares; 2025Q2: 57,995 shares; 2025Q3: 57,833 shares; 2025Q4: 55,618 shares 55,618 $7.67M 0.09% -2,215 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: 53,489 shares; 2024Q4: 51,851 shares; 2025Q1: 49,801 shares; 2025Q2: 47,535 shares; 2025Q3: 47,386 shares; 2025Q4: 46,948 shares 46,948 $7.64M 0.09% -438 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: 6,664 shares; 2025Q1: 7,932 shares; 2025Q2: 7,861 shares; 2025Q3: 7,501 shares; 2025Q4: 6,991 shares 6,991 $7.48M 0.09% -510 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: 306,250 shares; 2024Q4: 277,985 shares; 2025Q1: 319,285 shares; 2025Q2: 299,721 shares; 2025Q3: 299,368 shares; 2025Q4: 298,166 shares 298,166 $7.42M 0.08% -1,202 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: 43,757 shares; 2024Q4: 84,947 shares; 2025Q1: 105,171 shares; 2025Q2: 104,719 shares; 2025Q3: 104,719 shares; 2025Q4: 95,644 shares 95,644 $7.29M 0.08% -9,075 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,941 shares; 2024Q4: 26,706 shares; 2025Q1: 38,395 shares; 2025Q2: 39,699 shares; 2025Q3: 39,175 shares; 2025Q4: 40,176 shares 40,176 $7.25M 0.08% +1,001 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: 179,560 shares; 2024Q4: 167,615 shares; 2025Q1: 160,128 shares; 2025Q2: 153,631 shares; 2025Q3: 145,228 shares; 2025Q4: 134,339 shares 134,339 $7.25M 0.08% -10,889 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: 44,617 shares; 2024Q4: 45,888 shares; 2025Q1: 44,284 shares; 2025Q2: 45,497 shares; 2025Q3: 42,540 shares; 2025Q4: 39,722 shares 39,722 $7.06M 0.08% -2,818 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: 58,204 shares; 2024Q4: 62,867 shares; 2025Q1: 56,756 shares; 2025Q2: 56,064 shares; 2025Q3: 58,736 shares; 2025Q4: 103,827 shares 103,827 $6.98M 0.08% +45,091 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: 37,662 shares; 2024Q4: 44,270 shares; 2025Q1: 45,900 shares; 2025Q2: 41,583 shares; 2025Q3: 43,664 shares; 2025Q4: 39,985 shares 39,985 $6.94M 0.08% -3,679 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: 103,985 shares 103,985 $6.8M 0.08% new 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: 22,494 shares; 2024Q4: 22,482 shares; 2025Q1: 22,444 shares; 2025Q2: 21,500 shares; 2025Q3: 21,453 shares; 2025Q4: 20,760 shares 20,760 $6.71M 0.08% -693 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: 10,175 shares; 2024Q4: 10,286 shares; 2025Q1: 10,614 shares; 2025Q2: 11,611 shares; 2025Q3: 11,790 shares; 2025Q4: 11,801 shares 11,801 $6.68M 0.08% +11 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: 7,484 shares; 2024Q4: 7,538 shares; 2025Q1: 7,570 shares; 2025Q2: 7,860 shares; 2025Q3: 10,960 shares; 2025Q4: 10,027 shares 10,027 $6.64M 0.08% -933 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: 35,201 shares; 2024Q4: 34,776 shares; 2025Q1: 34,790 shares; 2025Q2: 30,646 shares; 2025Q3: 30,149 shares; 2025Q4: 26,550 shares 26,550 $6.54M 0.07% -3,599 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: 8,522 shares; 2024Q4: 8,206 shares; 2025Q1: 7,968 shares; 2025Q2: 7,562 shares; 2025Q3: 7,851 shares; 2025Q4: 8,466 shares 8,466 $6.53M 0.07% +615 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: 31,502 shares; 2024Q4: 34,461 shares; 2025Q1: 35,964 shares; 2025Q2: 35,876 shares; 2025Q3: 38,510 shares; 2025Q4: 37,940 shares 37,940 $6.49M 0.07% -570 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: 91,804 shares; 2024Q4: 84,169 shares; 2025Q1: 86,742 shares; 2025Q2: 83,505 shares; 2025Q3: 83,505 shares; 2025Q4: 78,710 shares 78,710 $6.39M 0.07% -4,795 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: 32,847 shares; 2024Q4: 33,315 shares; 2025Q1: 45,130 shares; 2025Q2: 43,790 shares; 2025Q3: 41,512 shares; 2025Q4: 38,884 shares 38,884 $6.24M 0.07% -2,628 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: 255,496 shares; 2024Q4: 472,724 shares; 2025Q1: 373,878 shares; 2025Q2: 275,257 shares; 2025Q3: 236,381 shares; 2025Q4: 213,488 shares 213,488 $5.86M 0.07% -22,893 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: 108,151 shares; 2024Q4: 89,134 shares; 2025Q1: 79,666 shares; 2025Q2: 78,164 shares; 2025Q3: 74,685 shares; 2025Q4: 72,893 shares 72,893 $5.78M 0.07% -1,792 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: 3,010 shares; 2024Q4: 3,233 shares; 2025Q1: 5,133 shares; 2025Q2: 5,653 shares; 2025Q3: 6,102 shares; 2025Q4: 61,683 shares 61,683 $5.78M 0.07% +55,581 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,618 shares; 2024Q4: 81,002 shares; 2025Q1: 80,679 shares; 2025Q2: 85,066 shares; 2025Q3: 84,255 shares; 2025Q4: 79,710 shares 79,710 $5.69M 0.06% -4,545 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: 11,781 shares; 2024Q4: 11,672 shares; 2025Q1: 12,527 shares; 2025Q2: 11,517 shares; 2025Q3: 11,437 shares; 2025Q4: 11,730 shares 11,730 $5.67M 0.06% +293 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: 84,836 shares; 2024Q4: 88,103 shares; 2025Q1: 115,044 shares; 2025Q2: 110,751 shares; 2025Q3: 108,933 shares; 2025Q4: 106,957 shares 106,957 $5.65M 0.06% -1,976 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: 10,594 shares; 2024Q4: 11,162 shares; 2025Q1: 10,178 shares; 2025Q2: 11,016 shares; 2025Q3: 11,871 shares; 2025Q4: 12,446 shares 12,446 $5.6M 0.06% +575 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: 5,557 shares; 2024Q4: 5,579 shares; 2025Q1: 6,644 shares; 2025Q2: 7,340 shares; 2025Q3: 7,536 shares; 2025Q4: 36,200 shares 36,200 $5.55M 0.06% +28,664 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: 57,084 shares; 2024Q4: 54,402 shares; 2025Q1: 67,896 shares; 2025Q2: 41,187 shares; 2025Q3: 41,706 shares; 2025Q4: 144,479 shares 144,479 $5.55M 0.06% +102,773 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: 27,690 shares; 2024Q4: 23,763 shares; 2025Q1: 18,914 shares; 2025Q2: 18,805 shares; 2025Q3: 17,753 shares; 2025Q4: 15,843 shares 15,843 $5.54M 0.06% -1,910 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,175 shares; 2024Q4: 76,493 shares; 2025Q1: 71,707 shares; 2025Q2: 69,703 shares; 2025Q3: 67,349 shares; 2025Q4: 66,709 shares 66,709 $5.54M 0.06% -640 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: 76,079 shares; 2024Q4: 73,880 shares; 2025Q1: 72,553 shares; 2025Q2: 67,931 shares; 2025Q3: 64,222 shares; 2025Q4: 62,377 shares 62,377 $5.52M 0.06% -1,845 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: 6,377 shares; 2024Q4: 7,447 shares; 2025Q1: 21,619 shares; 2025Q2: 22,118 shares; 2025Q3: 21,762 shares; 2025Q4: 19,253 shares 19,253 $5.49M 0.06% -2,509 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,372 shares; 2024Q4: 171,302 shares; 2025Q1: 182,274 shares; 2025Q2: 174,382 shares; 2025Q3: 164,227 shares; 2025Q4: 161,897 shares 161,897 $5.48M 0.06% -2,330 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: 632,440 shares; 2024Q4: 632,440 shares; 2025Q1: 627,402 shares; 2025Q2: 634,260 shares; 2025Q3: 633,813 shares; 2025Q4: 641,669 shares 641,669 $5.35M 0.06% +7,856 NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,679 shares; 2024Q4: 197,566 shares; 2025Q1: 167,195 shares; 2025Q2: 142,887 shares; 2025Q3: 123,315 shares; 2025Q4: 104,475 shares 104,475 $5.32M 0.06% -18,840 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: 23,943 shares; 2024Q4: 23,943 shares; 2025Q1: 26,999 shares; 2025Q2: 25,822 shares; 2025Q3: 28,107 shares; 2025Q4: 24,071 shares 24,071 $5.29M 0.06% -4,036 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 16,418 shares; 2025Q1: 16,064 shares; 2025Q2: 16,057 shares; 2025Q3: 15,340 shares; 2025Q4: 15,135 shares 15,135 $5.22M 0.06% -205 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: 10,530 shares; 2024Q4: 10,550 shares; 2025Q1: 10,957 shares; 2025Q2: 10,776 shares; 2025Q3: 11,489 shares; 2025Q4: 11,059 shares 11,059 $5.15M 0.06% -430 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,613 shares; 2024Q4: 34,239 shares; 2025Q1: 34,949 shares; 2025Q2: 28,249 shares; 2025Q3: 27,918 shares; 2025Q4: 26,213 shares 26,213 $5.12M 0.06% -1,705 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: 11,417 shares; 2024Q4: 11,889 shares; 2025Q1: 11,897 shares; 2025Q2: 12,406 shares; 2025Q3: 11,796 shares; 2025Q4: 11,380 shares 11,380 $5.07M 0.06% -416 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,472 shares; 2024Q4: 81,739 shares; 2025Q1: 80,739 shares; 2025Q2: 75,522 shares; 2025Q3: 71,416 shares; 2025Q4: 69,755 shares 69,755 $4.95M 0.06% -1,661 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: 8,885 shares; 2024Q4: 8,051 shares; 2025Q1: 8,101 shares; 2025Q2: 8,336 shares; 2025Q3: 8,065 shares; 2025Q4: 7,298 shares 7,298 $4.94M 0.06% -767 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: 104,356 shares; 2024Q4: 99,548 shares; 2025Q1: 129,648 shares; 2025Q2: 118,013 shares; 2025Q3: 120,531 shares; 2025Q4: 116,660 shares 116,660 $4.75M 0.05% -3,871 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,250 shares; 2025Q2: 94,625 shares; 2025Q3: 128,500 shares; 2025Q4: 156,250 shares 156,250 $4.72M 0.05% +27,750 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: 114,481 shares; 2024Q4: 114,241 shares; 2025Q1: 66,563 shares; 2025Q2: 66,503 shares; 2025Q3: 65,576 shares; 2025Q4: 63,974 shares 63,974 $4.71M 0.05% -1,602 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: 9,630 shares; 2024Q4: 7,593 shares; 2025Q1: 12,724 shares; 2025Q2: 11,995 shares; 2025Q3: 12,057 shares; 2025Q4: 12,067 shares 12,067 $4.69M 0.05% +10 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,496 shares; 2024Q4: 72,734 shares; 2025Q1: 71,672 shares; 2025Q2: 70,777 shares; 2025Q3: 69,619 shares; 2025Q4: 69,504 shares 69,504 $4.67M 0.05% -115 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: 112,698 shares; 2025Q1: 112,698 shares; 2025Q2: 112,698 shares; 2025Q3: 112,698 shares; 2025Q4: 112,698 shares 112,698 $4.66M 0.05% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,328 shares; 2024Q4: 107,106 shares; 2025Q1: 100,982 shares; 2025Q2: 95,426 shares; 2025Q3: 94,334 shares; 2025Q4: 92,523 shares 92,523 $4.58M 0.05% -1,811 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: 37,742 shares; 2024Q4: 37,999 shares; 2025Q1: 37,929 shares; 2025Q2: 40,310 shares; 2025Q3: 40,225 shares; 2025Q4: 39,778 shares 39,778 $4.53M 0.05% -447 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,066 shares; 2024Q4: 229,801 shares; 2025Q1: 203,336 shares; 2025Q2: 202,536 shares; 2025Q3: 198,179 shares; 2025Q4: 180,254 shares 180,254 $4.53M 0.05% -17,925 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: 12,394 shares; 2024Q4: 14,423 shares; 2025Q1: 22,658 shares; 2025Q2: 22,555 shares; 2025Q3: 22,661 shares; 2025Q4: 20,494 shares 20,494 $4.5M 0.05% -2,167 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: 9,890 shares; 2024Q4: 10,568 shares; 2025Q1: 10,845 shares; 2025Q2: 11,311 shares; 2025Q3: 11,404 shares; 2025Q4: 11,420 shares 11,420 $4.44M 0.05% +16 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,733 shares; 2024Q4: 77,600 shares; 2025Q1: 77,499 shares; 2025Q2: 72,390 shares; 2025Q3: 71,234 shares; 2025Q4: 70,373 shares 70,373 $4.43M 0.05% -861 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: 19,946 shares; 2024Q4: 20,042 shares; 2025Q1: 18,051 shares; 2025Q2: 17,463 shares; 2025Q3: 17,419 shares; 2025Q4: 15,993 shares 15,993 $4.4M 0.05% -1,426 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: 83,900 shares; 2024Q4: 78,956 shares; 2025Q1: 78,379 shares; 2025Q2: 78,834 shares; 2025Q3: 78,834 shares; 2025Q4: 80,102 shares 80,102 $4.39M 0.05% +1,268 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,656 shares; 2024Q4: 9,364 shares; 2025Q1: 12,314 shares; 2025Q2: 12,027 shares; 2025Q3: 13,111 shares; 2025Q4: 13,007 shares 13,007 $4.38M 0.05% -104 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: 66,760 shares; 2024Q4: 64,916 shares; 2025Q1: 68,624 shares; 2025Q2: 65,622 shares; 2025Q3: 63,659 shares; 2025Q4: 59,565 shares 59,565 $4.38M 0.05% -4,094 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: 10,624 shares; 2024Q4: 10,624 shares; 2025Q1: 10,696 shares; 2025Q2: 10,712 shares; 2025Q3: 10,745 shares; 2025Q4: 8,488 shares 8,488 $4.34M 0.05% -2,257 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: 66,299 shares; 2024Q4: 66,495 shares; 2025Q1: 58,982 shares; 2025Q2: 53,687 shares; 2025Q3: 60,187 shares; 2025Q4: 58,765 shares 58,765 $4.33M 0.05% -1,422 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,957 shares; 2024Q4: 22,951 shares; 2025Q1: 22,985 shares; 2025Q2: 22,981 shares; 2025Q3: 23,633 shares; 2025Q4: 23,665 shares 23,665 $4.31M 0.05% +32 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: 45,907 shares; 2024Q4: 47,611 shares; 2025Q1: 48,729 shares; 2025Q2: 49,354 shares; 2025Q3: 46,507 shares; 2025Q4: 46,071 shares 46,071 $4.29M 0.05% -436 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,478 shares; 2024Q4: 43,931 shares; 2025Q1: 41,232 shares; 2025Q2: 36,683 shares; 2025Q3: 35,754 shares; 2025Q4: 35,107 shares 35,107 $4.28M 0.05% -647 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: 12,484 shares; 2024Q4: 12,471 shares; 2025Q1: 12,485 shares; 2025Q2: 12,490 shares; 2025Q3: 13,951 shares; 2025Q4: 14,696 shares 14,696 $4.24M 0.05% +745 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 8,019 shares; 2025Q1: 7,248 shares; 2025Q2: 7,281 shares; 2025Q3: 7,001 shares; 2025Q4: 7,002 shares 7,002 $4.24M 0.05% +1 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 130,776 shares; 2025Q2: 126,159 shares; 2025Q3: 124,749 shares; 2025Q4: 122,700 shares 122,700 $4.23M 0.05% -2,049 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: 49,159 shares; 2024Q4: 48,666 shares; 2025Q1: 46,139 shares; 2025Q2: 45,071 shares; 2025Q3: 45,371 shares; 2025Q4: 44,726 shares 44,726 $4.21M 0.05% -645 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: 212,600 shares; 2024Q4: 212,600 shares; 2025Q1: 212,600 shares; 2025Q2: 175,865 shares; 2025Q3: 175,865 shares; 2025Q4: 175,865 shares 175,865 $4.16M 0.05% 0 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: 49,001 shares; 2024Q4: 49,713 shares; 2025Q1: 50,240 shares; 2025Q2: 50,646 shares; 2025Q3: 50,942 shares; 2025Q4: 49,369 shares 49,369 $4.16M 0.05% -1,573 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: 20,594 shares; 2024Q4: 19,616 shares; 2025Q1: 33,477 shares; 2025Q2: 32,161 shares; 2025Q3: 31,695 shares; 2025Q4: 30,515 shares 30,515 $4.16M 0.05% -1,180 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: 37,697 shares; 2024Q4: 37,697 shares; 2025Q1: 38,750 shares; 2025Q2: 38,817 shares; 2025Q3: 37,496 shares; 2025Q4: 37,545 shares 37,545 $4.14M 0.05% +49 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: 118,744 shares; 2024Q4: 100,612 shares; 2025Q1: 90,729 shares; 2025Q2: 69,746 shares; 2025Q3: 67,245 shares; 2025Q4: 64,470 shares 64,470 $4.11M 0.05% -2,775 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: 4,730 shares; 2024Q4: 5,462 shares; 2025Q1: 36,370 shares; 2025Q2: 43,094 shares; 2025Q3: 45,187 shares; 2025Q4: 49,481 shares 49,481 $4.04M 0.05% +4,294 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: 7,794 shares; 2024Q4: 7,960 shares; 2025Q1: 8,122 shares; 2025Q2: 8,267 shares; 2025Q3: 8,419 shares; 2025Q4: 8,263 shares 8,263 $3.87M 0.04% -156 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: 27,656 shares; 2024Q4: 28,757 shares; 2025Q1: 28,883 shares; 2025Q2: 22,064 shares; 2025Q3: 21,921 shares; 2025Q4: 21,438 shares 21,438 $3.86M 0.04% -483 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: 7,784 shares; 2024Q4: 8,023 shares; 2025Q1: 7,910 shares; 2025Q2: 8,779 shares; 2025Q3: 8,762 shares; 2025Q4: 8,931 shares 8,931 $3.77M 0.04% +169 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: 14,098 shares; 2024Q4: 14,677 shares; 2025Q1: 13,791 shares; 2025Q2: 14,462 shares; 2025Q3: 13,984 shares; 2025Q4: 26,128 shares 26,128 $3.76M 0.04% +12,144 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: 27,797 shares; 2024Q4: 27,278 shares; 2025Q1: 26,874 shares; 2025Q2: 26,037 shares; 2025Q3: 25,248 shares; 2025Q4: 25,105 shares 25,105 $3.74M 0.04% -143 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: 3,975 shares; 2024Q4: 3,941 shares; 2025Q1: 3,936 shares; 2025Q2: 3,752 shares; 2025Q3: 3,720 shares; 2025Q4: 3,707 shares 3,707 $3.74M 0.04% -13 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: 82,720 shares; 2024Q4: 55,520 shares; 2025Q1: 49,900 shares; 2025Q2: 95,651 shares; 2025Q3: 95,651 shares; 2025Q4: 110,378 shares 110,378 $3.64M 0.04% +14,727 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: 6,091 shares; 2024Q4: 6,054 shares; 2025Q1: 6,230 shares; 2025Q2: 6,137 shares; 2025Q3: 6,137 shares; 2025Q4: 5,911 shares 5,911 $3.57M 0.04% -226 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: 35,375 shares; 2024Q4: 32,465 shares; 2025Q1: 51,297 shares; 2025Q2: 48,309 shares; 2025Q3: 33,465 shares; 2025Q4: 37,104 shares 37,104 $3.56M 0.04% +3,639 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: not reported; 2025Q3: not reported; 2025Q4: 42,257 shares 42,257 $3.56M 0.04% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,927 shares; 2024Q4: 56,548 shares; 2025Q1: 58,322 shares; 2025Q2: 55,315 shares; 2025Q3: 56,188 shares; 2025Q4: 55,178 shares 55,178 $3.52M 0.04% -1,010 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: 11,295 shares; 2024Q4: 14,923 shares; 2025Q1: 33,185 shares; 2025Q2: 30,485 shares; 2025Q3: 29,965 shares; 2025Q4: 30,020 shares 30,020 $3.5M 0.04% +55 Timeline ICF 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: 70,844 shares; 2024Q4: 68,558 shares; 2025Q1: 65,282 shares; 2025Q2: 63,786 shares; 2025Q3: 59,947 shares; 2025Q4: 58,276 shares 58,276 $3.48M 0.04% -1,671 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: 5,508 shares; 2024Q4: 5,166 shares; 2025Q1: 5,166 shares; 2025Q2: 5,157 shares; 2025Q3: 5,941 shares; 2025Q4: 5,623 shares 5,623 $3.45M 0.04% -318 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: 18,279 shares; 2024Q4: 22,254 shares; 2025Q1: 23,912 shares; 2025Q2: 25,530 shares; 2025Q3: 25,627 shares; 2025Q4: 21,252 shares 21,252 $3.44M 0.04% -4,375 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,642 shares; 2024Q4: 15,067 shares; 2025Q1: 50,020 shares; 2025Q2: 48,494 shares; 2025Q3: 48,963 shares; 2025Q4: 48,963 shares 48,963 $3.4M 0.04% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,309 shares; 2024Q4: 23,730 shares; 2025Q1: 28,704 shares; 2025Q2: 26,824 shares; 2025Q3: 24,410 shares; 2025Q4: 17,266 shares 17,266 $3.35M 0.04% -7,144 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,453 shares; 2024Q4: 122,016 shares; 2025Q1: 118,083 shares; 2025Q2: 111,973 shares; 2025Q3: 112,591 shares; 2025Q4: 131,863 shares 131,863 $3.33M 0.04% +19,272 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: 4,157 shares; 2024Q4: 4,428 shares; 2025Q1: 3,639 shares; 2025Q2: 8,266 shares; 2025Q3: 8,555 shares; 2025Q4: 10,838 shares 10,838 $3.29M 0.04% +2,283 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: 76,491 shares; 2024Q4: 84,054 shares; 2025Q1: 84,200 shares; 2025Q2: 73,057 shares; 2025Q3: 66,932 shares; 2025Q4: 60,475 shares 60,475 $3.23M 0.04% -6,457 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: 56,192 shares; 2024Q4: 55,230 shares; 2025Q1: 44,881 shares; 2025Q2: 39,117 shares; 2025Q3: 34,389 shares; 2025Q4: 25,557 shares 25,557 $3.22M 0.04% -8,832 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: 14,588 shares; 2024Q4: 16,438 shares; 2025Q1: 15,171 shares; 2025Q2: 15,778 shares; 2025Q3: 15,970 shares; 2025Q4: 15,442 shares 15,442 $3.21M 0.04% -528 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,432 shares; 2024Q4: 19,244 shares; 2025Q1: 19,062 shares; 2025Q2: 19,012 shares; 2025Q3: 18,475 shares; 2025Q4: 16,575 shares 16,575 $3.21M 0.04% -1,900 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,246 shares; 2024Q4: 89,246 shares; 2025Q1: 89,246 shares; 2025Q2: 89,246 shares; 2025Q3: 81,670 shares; 2025Q4: 81,670 shares 81,670 $3.19M 0.04% 0 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: 35,587 shares; 2024Q4: 35,953 shares; 2025Q1: 40,553 shares; 2025Q2: 45,017 shares; 2025Q3: 45,391 shares; 2025Q4: 67,916 shares 67,916 $3.12M 0.04% +22,525 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: 11,358 shares; 2024Q4: 10,940 shares; 2025Q1: 11,289 shares; 2025Q2: 10,025 shares; 2025Q3: 10,039 shares; 2025Q4: 9,923 shares 9,923 $3.08M 0.03% -116 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: 12,110 shares; 2024Q4: 63,596 shares; 2025Q1: 60,098 shares; 2025Q2: 61,795 shares; 2025Q3: 63,173 shares; 2025Q4: 61,091 shares 61,091 $3.06M 0.03% -2,082 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: 44,086 shares; 2024Q4: 42,977 shares; 2025Q1: 36,991 shares; 2025Q2: 31,949 shares; 2025Q3: 29,817 shares; 2025Q4: 23,801 shares 23,801 $3.04M 0.03% -6,016 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,073 shares; 2024Q4: 63,073 shares; 2025Q1: 63,303 shares; 2025Q2: 63,303 shares; 2025Q3: 63,303 shares; 2025Q4: 63,261 shares 63,261 $3.02M 0.03% -42 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,746 shares; 2024Q4: 30,746 shares; 2025Q1: 30,708 shares; 2025Q2: 25,830 shares; 2025Q3: 25,557 shares; 2025Q4: 24,945 shares 24,945 $3.02M 0.03% -612 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: 14,410 shares; 2024Q4: 10,334 shares; 2025Q1: 28,919 shares; 2025Q2: 29,113 shares; 2025Q3: 29,088 shares; 2025Q4: 28,755 shares 28,755 $2.9M 0.03% -333 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: 32,197 shares; 2024Q4: 31,652 shares; 2025Q1: 31,921 shares; 2025Q2: 32,293 shares; 2025Q3: 35,314 shares; 2025Q4: 32,984 shares 32,984 $2.89M 0.03% -2,330 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,564 shares; 2024Q4: 18,564 shares; 2025Q1: 35,037 shares; 2025Q2: 36,003 shares; 2025Q3: 34,303 shares; 2025Q4: 33,353 shares 33,353 $2.86M 0.03% -950 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: 11,750 shares; 2024Q4: 11,748 shares; 2025Q1: 13,214 shares; 2025Q2: 13,393 shares; 2025Q3: 13,391 shares; 2025Q4: 11,290 shares 11,290 $2.83M 0.03% -2,101 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,639 shares; 2024Q4: 21,568 shares; 2025Q1: 26,309 shares; 2025Q2: 22,710 shares; 2025Q3: 24,221 shares; 2025Q4: 28,361 shares 28,361 $2.8M 0.03% +4,140 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: 23,784 shares; 2024Q4: 19,841 shares; 2025Q1: 19,861 shares; 2025Q2: 24,619 shares; 2025Q3: 26,474 shares; 2025Q4: 25,540 shares 25,540 $2.73M 0.03% -934 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 85,509 shares; 2025Q3: 65,804 shares; 2025Q4: 62,484 shares 62,484 $2.72M 0.03% -3,320 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 2,352 shares; 2025Q1: 11,686 shares; 2025Q2: 10,665 shares; 2025Q3: 10,010 shares; 2025Q4: 9,192 shares 9,192 $2.7M 0.03% -818 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: 174,490 shares; 2024Q4: 168,771 shares; 2025Q1: 167,213 shares; 2025Q2: 144,772 shares; 2025Q3: 121,810 shares; 2025Q4: 90,142 shares 90,142 $2.69M 0.03% -31,668 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: 10,160 shares; 2024Q4: 10,212 shares; 2025Q1: 9,564 shares; 2025Q2: 9,335 shares; 2025Q3: 9,254 shares; 2025Q4: 9,275 shares 9,275 $2.69M 0.03% +21 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,930 shares; 2024Q4: 21,155 shares; 2025Q1: 27,163 shares; 2025Q2: 26,663 shares; 2025Q3: 26,760 shares; 2025Q4: 26,805 shares 26,805 $2.69M 0.03% +45 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: 39,548 shares; 2024Q4: 40,267 shares; 2025Q1: 38,385 shares; 2025Q2: 33,057 shares; 2025Q3: 31,138 shares; 2025Q4: 30,582 shares 30,582 $2.67M 0.03% -556 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: 7,524 shares; 2024Q4: 4,856 shares; 2025Q1: 4,658 shares; 2025Q2: 4,876 shares; 2025Q3: 5,198 shares; 2025Q4: 5,678 shares 5,678 $2.67M 0.03% +480 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,046 shares; 2024Q4: 32,397 shares; 2025Q1: 46,427 shares; 2025Q2: 104,388 shares; 2025Q3: 116,238 shares; 2025Q4: 109,016 shares 109,016 $2.62M 0.03% -7,222 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,734 shares; 2024Q4: 20,734 shares; 2025Q1: 23,211 shares; 2025Q2: 23,111 shares; 2025Q3: 22,925 shares; 2025Q4: 22,925 shares 22,925 $2.56M 0.03% 0 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: 40,147 shares; 2024Q4: 40,817 shares; 2025Q1: 31,574 shares; 2025Q2: 24,594 shares; 2025Q3: 23,385 shares; 2025Q4: 22,113 shares 22,113 $2.55M 0.03% -1,272 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: 2,542 shares; 2024Q4: 2,264 shares; 2025Q1: 2,097 shares; 2025Q2: 2,716 shares; 2025Q3: 2,731 shares; 2025Q4: 2,332 shares 2,332 $2.49M 0.03% -399 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: 8,586 shares; 2024Q4: 9,126 shares; 2025Q1: 9,726 shares; 2025Q2: 10,731 shares; 2025Q3: 11,775 shares; 2025Q4: 12,264 shares 12,264 $2.49M 0.03% +489 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,080 shares; 2025Q2: 49,650 shares; 2025Q3: 48,680 shares; 2025Q4: 49,630 shares 49,630 $2.46M 0.03% +950 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: 21,305 shares; 2024Q4: 21,305 shares; 2025Q1: 21,305 shares; 2025Q2: 20,476 shares; 2025Q3: 20,174 shares; 2025Q4: 19,952 shares 19,952 $2.43M 0.03% -222 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,786 shares; 2024Q4: 29,038 shares; 2025Q1: 30,185 shares; 2025Q2: 32,894 shares; 2025Q3: 31,354 shares; 2025Q4: 30,439 shares 30,439 $2.43M 0.03% -915 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,115 shares; 2024Q4: 77,115 shares; 2025Q1: 77,150 shares; 2025Q2: 72,150 shares; 2025Q3: 72,150 shares; 2025Q4: 35,115 shares 35,115 $2.4M 0.03% -37,035 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: 11,246 shares; 2024Q4: 12,837 shares; 2025Q1: 12,930 shares; 2025Q2: 12,905 shares; 2025Q3: 12,995 shares; 2025Q4: 12,182 shares 12,182 $2.37M 0.03% -813 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: 2,918 shares; 2024Q4: 5,078 shares; 2025Q1: 5,162 shares; 2025Q2: 5,633 shares; 2025Q3: 6,070 shares; 2025Q4: 6,680 shares 6,680 $2.36M 0.03% +610 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: 5,618 shares; 2024Q4: 11,244 shares; 2025Q1: 26,893 shares; 2025Q2: 25,598 shares; 2025Q3: 25,597 shares; 2025Q4: 25,514 shares 25,514 $2.36M 0.03% -83 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,453 shares; 2024Q4: 22,578 shares; 2025Q1: 20,785 shares; 2025Q2: 26,688 shares; 2025Q3: 33,494 shares; 2025Q4: 39,174 shares 39,174 $2.35M 0.03% +5,680 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: 91,380 shares; 2024Q4: 92,269 shares; 2025Q1: 90,000 shares; 2025Q2: 92,513 shares; 2025Q3: 97,187 shares; 2025Q4: 93,904 shares 93,904 $2.33M 0.03% -3,283 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: 8,014 shares; 2024Q4: 5,998 shares; 2025Q1: 10,754 shares; 2025Q2: 10,232 shares; 2025Q3: 12,007 shares; 2025Q4: 10,861 shares 10,861 $2.33M 0.03% -1,146 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: 14,005 shares; 2024Q4: 13,712 shares; 2025Q1: 13,858 shares; 2025Q2: 14,326 shares; 2025Q3: 14,408 shares; 2025Q4: 14,453 shares 14,453 $2.32M 0.03% +45 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: 9,024 shares; 2024Q4: 9,024 shares; 2025Q1: 18,168 shares; 2025Q2: 16,153 shares; 2025Q3: 20,723 shares; 2025Q4: 20,506 shares 20,506 $2.3M 0.03% -217 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: 9,073 shares; 2024Q4: 9,585 shares; 2025Q1: 9,033 shares; 2025Q2: 12,053 shares; 2025Q3: 12,064 shares; 2025Q4: 12,008 shares 12,008 $2.29M 0.03% -56 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 4,475 shares; 2025Q1: 10,285 shares; 2025Q2: 9,263 shares; 2025Q3: 10,286 shares; 2025Q4: 10,128 shares 10,128 $2.26M 0.03% -158 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: 20,443 shares; 2024Q4: 20,868 shares; 2025Q1: 27,018 shares; 2025Q2: 28,093 shares; 2025Q3: 25,842 shares; 2025Q4: 24,480 shares 24,480 $2.24M 0.03% -1,362 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: 20,467 shares; 2024Q4: 16,418 shares; 2025Q1: 16,422 shares; 2025Q2: 18,373 shares; 2025Q3: 18,604 shares; 2025Q4: 18,615 shares 18,615 $2.23M 0.03% +11 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: 3,633 shares; 2024Q4: 3,634 shares; 2025Q1: 3,614 shares; 2025Q2: 3,309 shares; 2025Q3: 2,766 shares; 2025Q4: 2,700 shares 2,700 $2.21M 0.03% -66 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,502 shares; 2024Q4: 103,983 shares; 2025Q1: 105,262 shares; 2025Q2: 102,811 shares; 2025Q3: 101,636 shares; 2025Q4: 91,811 shares 91,811 $2.21M 0.03% -9,825 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: 36,300 shares; 2024Q4: 32,276 shares; 2025Q1: 40,297 shares; 2025Q2: 39,114 shares; 2025Q3: 42,934 shares; 2025Q4: 43,240 shares 43,240 $2.2M 0.02% +306 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: 3,032 shares; 2024Q4: 3,661 shares; 2025Q1: 3,575 shares; 2025Q2: 3,965 shares; 2025Q3: 4,045 shares; 2025Q4: 3,743 shares 3,743 $2.15M 0.02% -302 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,811 shares; 2024Q4: 39,762 shares; 2025Q1: 39,118 shares; 2025Q2: 40,735 shares; 2025Q3: 35,544 shares; 2025Q4: 36,484 shares 36,484 $2.14M 0.02% +940 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: 22,718 shares; 2024Q4: 21,885 shares; 2025Q1: 22,021 shares; 2025Q2: 21,331 shares; 2025Q3: 21,331 shares; 2025Q4: 22,225 shares 22,225 $2.14M 0.02% +894 Timeline VPU 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: 12,685 shares; 2024Q4: 11,644 shares; 2025Q1: 11,529 shares; 2025Q2: 11,469 shares; 2025Q3: 11,538 shares; 2025Q4: 11,538 shares 11,538 $2.13M 0.02% 0 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: 23,595 shares; 2024Q4: 24,725 shares; 2025Q1: 35,075 shares; 2025Q2: 23,383 shares; 2025Q3: 15,973 shares; 2025Q4: 13,692 shares 13,692 $2.11M 0.02% -2,281 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 7,366 shares; 2025Q1: 6,864 shares; 2025Q2: 6,553 shares; 2025Q3: 6,660 shares; 2025Q4: 24,468 shares 24,468 $2.09M 0.02% +17,808 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: 5,978 shares; 2024Q4: 6,045 shares; 2025Q1: 5,992 shares; 2025Q2: 6,657 shares; 2025Q3: 6,431 shares; 2025Q4: 6,366 shares 6,366 $2.06M 0.02% -65 Timeline GAP GAP INC More: the full row for GAP 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: 80,229 shares; 2025Q4: 80,268 shares 80,268 $2.05M 0.02% +39 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: 8,289 shares; 2024Q4: 8,995 shares; 2025Q1: 9,259 shares; 2025Q2: 9,224 shares; 2025Q3: 9,225 shares; 2025Q4: 9,197 shares 9,197 $2.05M 0.02% -28 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,004 shares 12,004 $2.05M 0.02% +4 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 10,592 shares; 2025Q1: 29,783 shares; 2025Q2: 29,109 shares; 2025Q3: 29,715 shares; 2025Q4: 30,016 shares 30,016 $2.04M 0.02% +301 Timeline FIW 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: 20,885 shares; 2024Q4: 20,298 shares; 2025Q1: 19,922 shares; 2025Q2: 18,682 shares; 2025Q3: 18,536 shares; 2025Q4: 18,536 shares 18,536 $2.01M 0.02% 0 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: 11,506 shares; 2024Q4: 10,903 shares; 2025Q1: 10,758 shares; 2025Q2: 10,705 shares; 2025Q3: 10,134 shares; 2025Q4: 9,647 shares 9,647 $2.01M 0.02% -487 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: 2,596 shares; 2024Q4: 2,176 shares; 2025Q1: 2,929 shares; 2025Q2: 3,206 shares; 2025Q3: 2,996 shares; 2025Q4: 2,986 shares 2,986 $2.01M 0.02% -10 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: not reported; 2024Q4: not reported; 2025Q1: 13,670 shares; 2025Q2: 23,091 shares; 2025Q3: 32,343 shares; 2025Q4: 34,271 shares 34,271 $2M 0.02% +1,928 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: 523 shares; 2024Q4: 582 shares; 2025Q1: 606 shares; 2025Q2: 595 shares; 2025Q3: 582 shares; 2025Q4: 587 shares 587 $1.99M 0.02% +5 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: 28,189 shares; 2025Q2: 27,756 shares; 2025Q3: 26,948 shares; 2025Q4: 27,920 shares 27,920 $1.94M 0.02% +972 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: 37,630 shares; 2024Q4: 37,920 shares; 2025Q1: 38,184 shares; 2025Q2: 30,748 shares; 2025Q3: 30,823 shares; 2025Q4: 23,309 shares 23,309 $1.93M 0.02% -7,514 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,458 shares; 2024Q4: 4,461 shares; 2025Q1: 9,355 shares; 2025Q2: 8,635 shares; 2025Q3: 8,657 shares; 2025Q4: 8,643 shares 8,643 $1.92M 0.02% -14 Timeline JMSI 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: 23,348 shares; 2024Q4: 33,382 shares; 2025Q1: 32,845 shares; 2025Q2: 31,661 shares; 2025Q3: 33,729 shares; 2025Q4: 37,971 shares 37,971 $1.91M 0.02% +4,242 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 6,386 shares; 2025Q1: 43,445 shares; 2025Q2: 13,511 shares; 2025Q3: 12,414 shares; 2025Q4: 11,229 shares 11,229 $1.91M 0.02% -1,185 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,809 shares; 2024Q4: 11,984 shares; 2025Q1: 19,603 shares; 2025Q2: 20,172 shares; 2025Q3: 22,582 shares; 2025Q4: 19,094 shares 19,094 $1.91M 0.02% -3,488 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 17,728 shares; 2025Q3: 53,183 shares; 2025Q4: 129,999 shares 129,999 $1.89M 0.02% +76,816 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: 6,616 shares; 2024Q4: 7,229 shares; 2025Q1: 10,029 shares; 2025Q2: 9,855 shares; 2025Q3: 9,896 shares; 2025Q4: 9,953 shares 9,953 $1.87M 0.02% +57 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: 7,285 shares; 2024Q4: 7,323 shares; 2025Q1: 6,474 shares; 2025Q2: 6,999 shares; 2025Q3: 6,997 shares; 2025Q4: 6,447 shares 6,447 $1.85M 0.02% -550 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,519 shares; 2024Q4: 47,722 shares; 2025Q1: 63,272 shares; 2025Q2: 64,189 shares; 2025Q3: 64,723 shares; 2025Q4: 78,755 shares 78,755 $1.84M 0.02% +14,032 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,095 shares; 2024Q4: 23,095 shares; 2025Q1: 23,095 shares; 2025Q2: 23,095 shares; 2025Q3: 23,095 shares; 2025Q4: 23,098 shares 23,098 $1.84M 0.02% +3 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: 12,883 shares; 2024Q4: 12,139 shares; 2025Q1: 12,473 shares; 2025Q2: 12,930 shares; 2025Q3: 11,903 shares; 2025Q4: 9,901 shares 9,901 $1.84M 0.02% -2,002 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: 7,906 shares; 2024Q4: 7,508 shares; 2025Q1: 19,364 shares; 2025Q2: 18,788 shares; 2025Q3: 20,778 shares; 2025Q4: 22,245 shares 22,245 $1.81M 0.02% +1,467 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,709 shares; 2024Q4: 29,179 shares; 2025Q1: 36,468 shares; 2025Q2: 38,627 shares; 2025Q3: 39,929 shares; 2025Q4: 26,669 shares 26,669 $1.79M 0.02% -13,260 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: 6,339 shares; 2024Q4: 6,606 shares; 2025Q1: 8,308 shares; 2025Q2: 7,799 shares; 2025Q3: 7,600 shares; 2025Q4: 7,800 shares 7,800 $1.77M 0.02% +200 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: 21,722 shares; 2024Q4: 21,722 shares; 2025Q1: 21,574 shares; 2025Q2: 22,574 shares; 2025Q3: 21,323 shares; 2025Q4: 21,238 shares 21,238 $1.76M 0.02% -85 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: 36,581 shares; 2024Q4: 35,426 shares; 2025Q1: 36,118 shares; 2025Q2: 32,902 shares; 2025Q3: 39,400 shares; 2025Q4: 37,857 shares 37,857 $1.76M 0.02% -1,543 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: 994 shares; 2024Q4: 977 shares; 2025Q1: 979 shares; 2025Q2: 988 shares; 2025Q3: 1,012 shares; 2025Q4: 1,036 shares 1,036 $1.75M 0.02% +24 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: 14,947 shares; 2024Q4: 14,810 shares; 2025Q1: 14,750 shares; 2025Q2: 14,462 shares; 2025Q3: 13,810 shares; 2025Q4: 13,108 shares 13,108 $1.75M 0.02% -702 Timeline BINC 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: not reported; 2025Q2: not reported; 2025Q3: 33,138 shares; 2025Q4: 33,004 shares 33,004 $1.74M 0.02% -134 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: 3,131 shares; 2024Q4: 3,717 shares; 2025Q1: 3,782 shares; 2025Q2: 4,070 shares; 2025Q3: 5,185 shares; 2025Q4: 5,556 shares 5,556 $1.74M 0.02% +371 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,963 shares; 2025Q4: 17,163 shares 17,163 $1.72M 0.02% +9,200 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: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 12,035 shares; 2025Q2: 10,860 shares; 2025Q3: 10,511 shares; 2025Q4: 10,146 shares 10,146 $1.72M 0.02% -365 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,873 shares; 2025Q1: 33,988 shares; 2025Q2: 31,816 shares; 2025Q3: 36,150 shares; 2025Q4: 35,914 shares 35,914 $1.72M 0.02% -236 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: 3,176 shares; 2024Q4: 2,837 shares; 2025Q1: 7,500 shares; 2025Q2: 6,724 shares; 2025Q3: 6,785 shares; 2025Q4: 6,722 shares 6,722 $1.7M 0.02% -63 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: 8,578 shares; 2024Q4: 8,378 shares; 2025Q1: 8,756 shares; 2025Q2: 8,776 shares; 2025Q3: 8,196 shares; 2025Q4: 8,052 shares 8,052 $1.69M 0.02% -144 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,424 shares; 2024Q4: 12,647 shares; 2025Q1: 12,797 shares; 2025Q2: 13,598 shares; 2025Q3: 13,632 shares; 2025Q4: 13,757 shares 13,757 $1.69M 0.02% +125 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: 23,023 shares; 2024Q4: 25,117 shares; 2025Q1: 26,314 shares; 2025Q2: 27,504 shares; 2025Q3: 24,768 shares; 2025Q4: 21,936 shares 21,936 $1.68M 0.02% -2,832 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: 43,316 shares; 2024Q4: 39,998 shares; 2025Q1: 39,222 shares; 2025Q2: 35,594 shares; 2025Q3: 24,432 shares; 2025Q4: 19,764 shares 19,764 $1.68M 0.02% -4,668 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 8,658 shares; 2025Q1: 8,371 shares; 2025Q2: 8,371 shares; 2025Q3: 8,446 shares; 2025Q4: 9,621 shares 9,621 $1.68M 0.02% +1,175 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: 13,007 shares; 2024Q4: 12,987 shares; 2025Q1: 13,205 shares; 2025Q2: 11,830 shares; 2025Q3: 12,280 shares; 2025Q4: 11,847 shares 11,847 $1.67M 0.02% -433 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: 45,944 shares; 2024Q4: 49,902 shares; 2025Q1: 49,713 shares; 2025Q2: 49,253 shares; 2025Q3: 46,063 shares; 2025Q4: 46,039 shares 46,039 $1.67M 0.02% -24 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 6,510 shares; 2025Q1: 7,605 shares; 2025Q2: 7,602 shares; 2025Q3: 7,763 shares; 2025Q4: 6,464 shares 6,464 $1.66M 0.02% -1,299 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: 13,012 shares; 2024Q4: 13,382 shares; 2025Q1: 13,012 shares; 2025Q2: 13,105 shares; 2025Q3: 15,316 shares; 2025Q4: 15,068 shares 15,068 $1.65M 0.02% -248 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 18,020 shares; 2025Q2: 18,260 shares; 2025Q3: 20,916 shares; 2025Q4: 20,916 shares 20,916 $1.65M 0.02% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 3,013 shares; 2025Q1: 14,231 shares; 2025Q2: 13,616 shares; 2025Q3: 14,057 shares; 2025Q4: 13,518 shares 13,518 $1.65M 0.02% -539 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,169 shares; 2024Q4: 14,009 shares; 2025Q1: 14,035 shares; 2025Q2: 14,000 shares; 2025Q3: 13,992 shares; 2025Q4: 14,009 shares 14,009 $1.65M 0.02% +17 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: 14,136 shares; 2024Q4: 15,250 shares; 2025Q1: 17,322 shares; 2025Q2: 20,003 shares; 2025Q3: 19,813 shares; 2025Q4: 20,577 shares 20,577 $1.64M 0.02% +764 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,325 shares; 2025Q2: 15,745 shares; 2025Q3: 15,922 shares; 2025Q4: 15,924 shares 15,924 $1.64M 0.02% +2 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: 28,759 shares; 2024Q4: 28,759 shares; 2025Q1: 28,759 shares; 2025Q2: 28,759 shares; 2025Q3: 28,759 shares; 2025Q4: 28,580 shares 28,580 $1.62M 0.02% -179 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: 2,428 shares; 2024Q4: 2,456 shares; 2025Q1: 2,654 shares; 2025Q2: 2,933 shares; 2025Q3: 2,994 shares; 2025Q4: 3,180 shares 3,180 $1.62M 0.02% +186 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,207 shares; 2025Q1: 38,181 shares; 2025Q2: 38,572 shares; 2025Q3: 40,030 shares; 2025Q4: 39,944 shares 39,944 $1.61M 0.02% -86 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: 74,829 shares; 2024Q4: 73,424 shares; 2025Q1: 53,758 shares; 2025Q2: 44,174 shares; 2025Q3: 44,671 shares; 2025Q4: 43,123 shares 43,123 $1.59M 0.02% -1,548 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: 6,156 shares; 2024Q4: 6,306 shares; 2025Q1: 6,306 shares; 2025Q2: 6,627 shares; 2025Q3: 6,661 shares; 2025Q4: 6,598 shares 6,598 $1.59M 0.02% -63 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: 3,174 shares; 2024Q4: 3,671 shares; 2025Q1: 3,507 shares; 2025Q2: 3,606 shares; 2025Q3: 3,228 shares; 2025Q4: 3,214 shares 3,214 $1.58M 0.02% -14 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,304 shares; 2024Q4: 30,537 shares; 2025Q1: 30,537 shares; 2025Q2: 30,537 shares; 2025Q3: 30,537 shares; 2025Q4: 30,537 shares 30,537 $1.55M 0.02% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,939 shares; 2024Q4: 58,939 shares; 2025Q1: 58,939 shares; 2025Q2: 58,939 shares; 2025Q3: 58,939 shares; 2025Q4: 58,939 shares 58,939 $1.55M 0.02% 0 Timeline FULC FULCRUM THERAPEUTICS INC More: the full row for FULCRUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,555 shares; 2024Q4: 136,555 shares; 2025Q1: 136,555 shares; 2025Q2: 136,555 shares; 2025Q3: 136,555 shares; 2025Q4: 136,555 shares 136,555 $1.54M 0.02% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,065 shares; 2024Q4: 10,065 shares; 2025Q1: 11,691 shares; 2025Q2: 13,510 shares; 2025Q3: 13,510 shares; 2025Q4: 13,510 shares 13,510 $1.54M 0.02% 0 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: 43,929 shares; 2024Q4: 44,957 shares; 2025Q1: 36,475 shares; 2025Q2: 37,057 shares; 2025Q3: 19,943 shares; 2025Q4: 34,372 shares 34,372 $1.54M 0.02% +14,429 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: 4,896 shares; 2024Q4: 4,958 shares; 2025Q1: 4,956 shares; 2025Q2: 5,357 shares; 2025Q3: 5,359 shares; 2025Q4: 5,363 shares 5,363 $1.53M 0.02% +4 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,120 shares; 2025Q2: 28,420 shares; 2025Q3: 19,139 shares; 2025Q4: 15,246 shares 15,246 $1.52M 0.02% -3,893 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: 9,810 shares; 2024Q4: 10,533 shares; 2025Q1: 10,148 shares; 2025Q2: 11,608 shares; 2025Q3: 11,608 shares; 2025Q4: 10,984 shares 10,984 $1.5M 0.02% -624 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: 1,498 shares; 2024Q4: 1,812 shares; 2025Q1: 2,144 shares; 2025Q2: 2,548 shares; 2025Q3: 2,391 shares; 2025Q4: 2,387 shares 2,387 $1.49M 0.02% -4 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,774 shares; 2024Q4: 10,770 shares; 2025Q1: 11,085 shares; 2025Q2: 11,171 shares; 2025Q3: 11,289 shares; 2025Q4: 10,847 shares 10,847 $1.48M 0.02% -442 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 7,341 shares; 2025Q1: 6,040 shares; 2025Q2: 5,529 shares; 2025Q3: 5,661 shares; 2025Q4: 5,660 shares 5,660 $1.48M 0.02% -1 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,599 shares; 2024Q4: 181,998 shares; 2025Q1: 178,021 shares; 2025Q2: 158,715 shares; 2025Q3: 146,056 shares; 2025Q4: 70,071 shares 70,071 $1.46M 0.02% -75,985 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,766 shares; 2025Q4: 54,442 shares 54,442 $1.45M 0.02% -324 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 10,851 shares; 2025Q1: 11,222 shares; 2025Q2: 16,022 shares; 2025Q3: 15,892 shares; 2025Q4: 15,027 shares 15,027 $1.43M 0.02% -865 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,195 shares; 2024Q4: 7,803 shares; 2025Q1: 9,564 shares; 2025Q2: 9,567 shares; 2025Q3: 10,210 shares; 2025Q4: 18,042 shares 18,042 $1.42M 0.02% +7,832 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,125 shares; 2024Q4: 241,319 shares; 2025Q1: 18,599 shares; 2025Q2: 18,599 shares; 2025Q3: 18,599 shares; 2025Q4: 18,599 shares 18,599 $1.4M 0.02% 0 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: 9,575 shares; 2024Q4: 9,575 shares; 2025Q1: 9,575 shares; 2025Q2: 9,797 shares; 2025Q3: 10,599 shares; 2025Q4: 10,599 shares 10,599 $1.4M 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,198 shares; 2024Q4: 10,290 shares; 2025Q1: 8,817 shares; 2025Q2: 8,821 shares; 2025Q3: 8,866 shares; 2025Q4: 9,886 shares 9,886 $1.4M 0.02% +1,020 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: 9,637 shares; 2024Q4: 9,255 shares; 2025Q1: 9,380 shares; 2025Q2: 9,458 shares; 2025Q3: 9,440 shares; 2025Q4: 9,092 shares 9,092 $1.38M 0.02% -348 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 33,982 shares; 2025Q2: 63,085 shares; 2025Q3: 57,085 shares; 2025Q4: 57,284 shares 57,284 $1.37M 0.02% +199 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: 5,899 shares; 2024Q4: 5,899 shares; 2025Q1: 28,192 shares; 2025Q2: 26,788 shares; 2025Q3: 25,780 shares; 2025Q4: 21,755 shares 21,755 $1.36M 0.02% -4,025 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: 1,733 shares; 2024Q4: 1,860 shares; 2025Q1: 2,436 shares; 2025Q2: 3,325 shares; 2025Q3: 3,523 shares; 2025Q4: 3,801 shares 3,801 $1.36M 0.02% +278 Timeline EDIV 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: 6,527 shares; 2024Q4: 6,527 shares; 2025Q1: 6,527 shares; 2025Q2: 40,933 shares; 2025Q3: 40,933 shares; 2025Q4: 34,406 shares 34,406 $1.35M 0.02% -6,527 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,498 shares; 2024Q4: 30,680 shares; 2025Q1: 30,186 shares; 2025Q2: 29,786 shares; 2025Q3: 29,786 shares; 2025Q4: 28,865 shares 28,865 $1.34M 0.02% -921 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 5,735 shares; 2025Q1: 5,901 shares; 2025Q2: 6,045 shares; 2025Q3: 6,287 shares; 2025Q4: 4,616 shares 4,616 $1.34M 0.02% -1,671 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: 17,810 shares; 2024Q4: 16,810 shares; 2025Q1: 19,910 shares; 2025Q2: 18,759 shares; 2025Q3: 18,759 shares; 2025Q4: 20,759 shares 20,759 $1.34M 0.02% +2,000 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,894 shares; 2024Q4: 22,894 shares; 2025Q1: 22,992 shares; 2025Q2: 20,950 shares; 2025Q3: 18,326 shares; 2025Q4: 11,043 shares 11,043 $1.32M 0.01% -7,283 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: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 2,445 shares; 2025Q2: 2,776 shares; 2025Q3: 2,684 shares; 2025Q4: 2,701 shares 2,701 $1.32M 0.01% +17 Timeline VYGR VOYAGER THERAPEUTICS INC More: the full row for VOYAGER THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,397 shares; 2024Q4: 259,397 shares; 2025Q1: 259,397 shares; 2025Q2: 259,397 shares; 2025Q3: 334,397 shares; 2025Q4: 334,397 shares 334,397 $1.31M 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: 6,141 shares; 2025Q1: 4,725 shares; 2025Q2: 1,947 shares; 2025Q3: 3,221 shares; 2025Q4: 6,050 shares 6,050 $1.31M 0.01% +2,829 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: 5,492 shares; 2025Q1: 5,980 shares; 2025Q2: 6,328 shares; 2025Q3: 6,385 shares; 2025Q4: 6,392 shares 6,392 $1.31M 0.01% +7 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: not reported; 2025Q2: 6,213 shares; 2025Q3: 6,263 shares; 2025Q4: 6,263 shares 6,263 $1.31M 0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL 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: 20,689 shares; 2025Q2: 19,055 shares; 2025Q3: 19,027 shares; 2025Q4: 18,843 shares 18,843 $1.29M 0.01% -184 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: 11,643 shares; 2024Q4: 11,628 shares; 2025Q1: 10,090 shares; 2025Q2: 9,316 shares; 2025Q3: 7,777 shares; 2025Q4: 7,579 shares 7,579 $1.28M 0.01% -198 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: 4,662 shares; 2024Q4: 5,327 shares; 2025Q1: 5,084 shares; 2025Q2: 5,540 shares; 2025Q3: 6,279 shares; 2025Q4: 5,635 shares 5,635 $1.28M 0.01% -644 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,756 shares; 2025Q1: 5,655 shares; 2025Q2: 5,624 shares; 2025Q3: 5,390 shares; 2025Q4: 4,993 shares 4,993 $1.27M 0.01% -397 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: 5,336 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 6,142 shares; 2025Q3: 6,142 shares; 2025Q4: 6,342 shares 6,342 $1.26M 0.01% +200 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 5,945 shares; 2025Q1: 6,014 shares; 2025Q2: 5,799 shares; 2025Q3: 5,921 shares; 2025Q4: 5,760 shares 5,760 $1.25M 0.01% -161 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: 15,351 shares; 2024Q4: 16,085 shares; 2025Q1: 14,808 shares; 2025Q2: 14,266 shares; 2025Q3: 14,165 shares; 2025Q4: 14,198 shares 14,198 $1.24M 0.01% +33 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: 1,516 shares; 2024Q4: 2,463 shares; 2025Q1: 2,673 shares; 2025Q2: 3,377 shares; 2025Q3: 3,513 shares; 2025Q4: 3,649 shares 3,649 $1.23M 0.01% +136 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: 27,461 shares; 2024Q4: 29,001 shares; 2025Q1: 28,508 shares; 2025Q2: 28,683 shares; 2025Q3: 28,054 shares; 2025Q4: 22,695 shares 22,695 $1.22M 0.01% -5,359 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: 7,184 shares; 2024Q4: 11,223 shares; 2025Q1: 12,250 shares; 2025Q2: 12,000 shares; 2025Q3: 13,132 shares; 2025Q4: 13,224 shares 13,224 $1.22M 0.01% +92 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,270 shares; 2024Q4: 22,102 shares; 2025Q1: 21,813 shares; 2025Q2: 20,037 shares; 2025Q3: 18,646 shares; 2025Q4: 11,862 shares 11,862 $1.22M 0.01% -6,784 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares 1,765 $1.21M 0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,908 shares; 2025Q1: 4,217 shares; 2025Q2: 4,651 shares; 2025Q3: 4,471 shares; 2025Q4: 4,733 shares 4,733 $1.21M 0.01% +262 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,184 shares; 2025Q2: 30,459 shares; 2025Q3: 29,734 shares; 2025Q4: 26,407 shares 26,407 $1.21M 0.01% -3,327 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,103 shares; 2024Q4: 26,103 shares; 2025Q1: 26,103 shares; 2025Q2: 25,971 shares; 2025Q3: 26,545 shares; 2025Q4: 25,712 shares 25,712 $1.2M 0.01% -833 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: 11,424 shares; 2024Q4: 10,754 shares; 2025Q1: 8,270 shares; 2025Q2: 8,296 shares; 2025Q3: 8,402 shares; 2025Q4: 8,322 shares 8,322 $1.2M 0.01% -80 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 2,449 shares; 2025Q1: 4,142 shares; 2025Q2: 4,402 shares; 2025Q3: 4,601 shares; 2025Q4: 3,942 shares 3,942 $1.19M 0.01% -659 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 9,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,585 shares; 2025Q4: 11,227 shares 11,227 $1.19M 0.01% +4,642 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: 8,988 shares; 2024Q4: 13,475 shares; 2025Q1: 15,766 shares; 2025Q2: 14,439 shares; 2025Q3: 18,303 shares; 2025Q4: 24,101 shares 24,101 $1.19M 0.01% +5,798 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: 23,188 shares; 2024Q4: 22,888 shares; 2025Q1: 22,318 shares; 2025Q2: 22,414 shares; 2025Q3: 20,945 shares; 2025Q4: 20,548 shares 20,548 $1.18M 0.01% -397 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: 11,080 shares; 2024Q4: 11,287 shares; 2025Q1: 11,176 shares; 2025Q2: 11,515 shares; 2025Q3: 11,788 shares; 2025Q4: 10,062 shares 10,062 $1.18M 0.01% -1,726 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,019 shares; 2024Q4: 32,207 shares; 2025Q1: 46,612 shares; 2025Q2: 49,283 shares; 2025Q3: 42,190 shares; 2025Q4: 42,051 shares 42,051 $1.18M 0.01% -139 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,840 shares; 2024Q4: 28,840 shares; 2025Q1: 28,840 shares; 2025Q2: 28,840 shares; 2025Q3: 28,840 shares; 2025Q4: 28,840 shares 28,840 $1.17M 0.01% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 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 $1.16M 0.01% 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: 3,647 shares; 2024Q4: 3,927 shares; 2025Q1: 4,094 shares; 2025Q2: 4,299 shares; 2025Q3: 4,330 shares; 2025Q4: 4,476 shares 4,476 $1.16M 0.01% +146 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: 26,755 shares; 2024Q4: 26,779 shares; 2025Q1: 26,030 shares; 2025Q2: 24,547 shares; 2025Q3: 32,856 shares; 2025Q4: 24,743 shares 24,743 $1.16M 0.01% -8,113 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 7,063 shares; 2025Q1: 4,712 shares; 2025Q2: 4,880 shares; 2025Q3: 5,083 shares; 2025Q4: 5,131 shares 5,131 $1.16M 0.01% +48 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: 29,957 shares; 2024Q4: 28,448 shares; 2025Q1: 33,323 shares; 2025Q2: 34,336 shares; 2025Q3: 36,336 shares; 2025Q4: 35,261 shares 35,261 $1.13M 0.01% -1,075 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: 19,708 shares; 2024Q4: 18,377 shares; 2025Q1: 21,020 shares; 2025Q2: 12,666 shares; 2025Q3: 13,057 shares; 2025Q4: 11,553 shares 11,553 $1.13M 0.01% -1,504 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: 6,915 shares; 2024Q4: 6,915 shares; 2025Q1: 6,915 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares; 2025Q4: 6,680 shares 6,680 $1.13M 0.01% -160 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,665 shares; 2024Q4: 32,323 shares; 2025Q1: 74,086 shares; 2025Q2: 92,831 shares; 2025Q3: 57,616 shares; 2025Q4: 74,688 shares 74,688 $1.12M 0.01% +17,072 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: 8,443 shares; 2024Q4: 9,952 shares; 2025Q1: 11,117 shares; 2025Q2: 10,326 shares; 2025Q3: 10,593 shares; 2025Q4: 10,535 shares 10,535 $1.11M 0.01% -58 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: 7,568 shares; 2024Q4: 7,968 shares; 2025Q1: 7,961 shares; 2025Q2: 9,421 shares; 2025Q3: 12,618 shares; 2025Q4: 12,730 shares 12,730 $1.11M 0.01% +112 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: 1,207 shares; 2024Q4: 1,231 shares; 2025Q1: 1,149 shares; 2025Q2: 1,286 shares; 2025Q3: 1,383 shares; 2025Q4: 1,370 shares 1,370 $1.11M 0.01% -13 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 6,860 shares; 2025Q1: 7,277 shares; 2025Q2: 7,341 shares; 2025Q3: 7,195 shares; 2025Q4: 6,857 shares 6,857 $1.1M 0.01% -338 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: 13,225 shares; 2024Q4: 13,225 shares; 2025Q1: 13,225 shares; 2025Q2: 13,225 shares; 2025Q3: 11,945 shares; 2025Q4: 11,945 shares 11,945 $1.1M 0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,860 shares; 2025Q2: 5,850 shares; 2025Q3: 6,325 shares; 2025Q4: 6,388 shares 6,388 $1.09M 0.01% +63 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: 6,430 shares; 2025Q1: 4,613 shares; 2025Q2: 13,682 shares; 2025Q3: 13,666 shares; 2025Q4: 14,661 shares 14,661 $1.09M 0.01% +995 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,453 shares; 2024Q4: 12,014 shares; 2025Q1: 12,730 shares; 2025Q2: 8,599 shares; 2025Q3: 8,473 shares; 2025Q4: 8,411 shares 8,411 $1.09M 0.01% -62 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: not reported; 2024Q4: not reported; 2025Q1: 1,399 shares; 2025Q2: 1,416 shares; 2025Q3: 1,709 shares; 2025Q4: 1,904 shares 1,904 $1.08M 0.01% +195 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: 511 shares; 2024Q4: 583 shares; 2025Q1: 567 shares; 2025Q2: 569 shares; 2025Q3: 553 shares; 2025Q4: 537 shares 537 $1.08M 0.01% -16 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,443 shares; 2025Q1: 3,435 shares; 2025Q2: 3,535 shares; 2025Q3: 3,719 shares; 2025Q4: 3,725 shares 3,725 $1.08M 0.01% +6 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: 9,842 shares; 2024Q4: 9,766 shares; 2025Q1: 10,283 shares; 2025Q2: 10,378 shares; 2025Q3: 10,432 shares; 2025Q4: 10,921 shares 10,921 $1.06M 0.01% +489 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,426 shares; 2025Q2: 5,371 shares; 2025Q3: 4,849 shares; 2025Q4: 5,337 shares 5,337 $1.05M 0.01% +488 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: 15,982 shares 15,982 $1.05M 0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 1,500 shares; 2025Q1: 1,503 shares; 2025Q2: 1,208 shares; 2025Q3: 1,212 shares; 2025Q4: 3,618 shares 3,618 $1.04M 0.01% +2,406 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,205 shares; 2025Q1: 5,145 shares; 2025Q2: 5,110 shares; 2025Q3: 5,040 shares; 2025Q4: 4,985 shares 4,985 $1.03M 0.01% -55 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,364 shares; 2025Q1: 14,507 shares; 2025Q2: 13,967 shares; 2025Q3: 14,467 shares; 2025Q4: 13,930 shares 13,930 $1.03M 0.01% -537 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 34,200 shares; 2025Q1: 34,200 shares; 2025Q2: 34,200 shares; 2025Q3: 34,200 shares; 2025Q4: 34,200 shares 34,200 $1.03M 0.01% 0 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: 5,358 shares; 2024Q4: 5,358 shares; 2025Q1: 11,209 shares; 2025Q2: 9,972 shares; 2025Q3: 9,690 shares; 2025Q4: 9,625 shares 9,625 $1.03M 0.01% -65 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 10,136 shares; 2025Q1: 14,233 shares; 2025Q2: 14,703 shares; 2025Q3: 13,802 shares; 2025Q4: 10,948 shares 10,948 $1.02M 0.01% -2,854 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 10,732 shares; 2025Q1: 11,591 shares; 2025Q2: 12,570 shares; 2025Q3: 10,957 shares; 2025Q4: 12,674 shares 12,674 $1.02M 0.01% +1,717 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: 12,967 shares; 2024Q4: 12,869 shares; 2025Q1: 12,654 shares; 2025Q2: 13,605 shares; 2025Q3: 13,843 shares; 2025Q4: 8,761 shares 8,761 $1.02M 0.01% -5,082 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,888 shares; 2025Q1: 4,100 shares; 2025Q2: 5,147 shares; 2025Q3: 5,722 shares; 2025Q4: 4,781 shares 4,781 $1M 0.01% -941 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,259 shares; 2024Q4: 16,769 shares; 2025Q1: 15,887 shares; 2025Q2: 13,525 shares; 2025Q3: 12,584 shares; 2025Q4: 11,384 shares 11,384 $982K 0.01% -1,200 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,169 shares; 2024Q4: 13,669 shares; 2025Q1: 13,791 shares; 2025Q2: 14,009 shares; 2025Q3: 14,378 shares; 2025Q4: 14,032 shares 14,032 $981K 0.01% -346 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,072 shares; 2024Q4: 30,717 shares; 2025Q1: 32,950 shares; 2025Q2: 33,132 shares; 2025Q3: 33,248 shares; 2025Q4: 33,205 shares 33,205 $978K 0.01% -43 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,179 shares; 2024Q4: 6,174 shares; 2025Q1: 6,175 shares; 2025Q2: 5,194 shares; 2025Q3: 5,015 shares; 2025Q4: 5,045 shares 5,045 $977K 0.01% +30 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,200 shares; 2024Q4: 13,217 shares; 2025Q1: 13,574 shares; 2025Q2: 10,555 shares; 2025Q3: 10,856 shares; 2025Q4: 10,979 shares 10,979 $969K 0.01% +123 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 647 shares; 2025Q1: 2,067 shares; 2025Q2: 2,393 shares; 2025Q3: 2,198 shares; 2025Q4: 1,704 shares 1,704 $957K 0.01% -494 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: 22,728 shares; 2025Q2: 19,880 shares; 2025Q3: 25,030 shares; 2025Q4: 23,085 shares 23,085 $954K 0.01% -1,945 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 17,638 shares; 2025Q1: 17,638 shares; 2025Q2: 17,638 shares; 2025Q3: 17,638 shares; 2025Q4: 17,638 shares 17,638 $946K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,676 shares; 2024Q4: 17,022 shares; 2025Q1: 16,366 shares; 2025Q2: 15,588 shares; 2025Q3: 15,506 shares; 2025Q4: 15,568 shares 15,568 $940K 0.01% +62 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,623 shares; 2025Q4: 24,233 shares 24,233 $936K 0.01% +610 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: 28,585 shares; 2024Q4: 28,520 shares; 2025Q1: 27,843 shares; 2025Q2: 35,131 shares; 2025Q3: 34,309 shares; 2025Q4: 34,454 shares 34,454 $934K 0.01% +145 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 29,227 shares; 2025Q1: 44,147 shares; 2025Q2: 44,715 shares; 2025Q3: 43,920 shares; 2025Q4: 36,362 shares 36,362 $931K 0.01% -7,558 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: 513 shares; 2025Q1: 555 shares; 2025Q2: 540 shares; 2025Q3: 1,722 shares; 2025Q4: 1,598 shares 1,598 $928K 0.01% -124 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: 2,832 shares; 2024Q4: 3,143 shares; 2025Q1: 2,890 shares; 2025Q2: 3,321 shares; 2025Q3: 3,290 shares; 2025Q4: 3,397 shares 3,397 $928K 0.01% +107 Timeline SCHO 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: 38,056 shares 38,056 $927K 0.01% new 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: 11,033 shares; 2024Q4: 12,092 shares; 2025Q1: 11,041 shares; 2025Q2: 10,051 shares; 2025Q3: 10,917 shares; 2025Q4: 8,812 shares 8,812 $925K 0.01% -2,105 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: 3,207 shares; 2024Q4: 4,170 shares; 2025Q1: 4,541 shares; 2025Q2: 4,670 shares; 2025Q3: 4,865 shares; 2025Q4: 4,568 shares 4,568 $920K 0.01% -297 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: 13,686 shares; 2024Q4: 14,954 shares; 2025Q1: 10,772 shares; 2025Q2: 10,748 shares; 2025Q3: 10,814 shares; 2025Q4: 10,677 shares 10,677 $910K 0.01% -137 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: 2,257 shares; 2024Q4: 2,128 shares; 2025Q1: 3,464 shares; 2025Q2: 3,062 shares; 2025Q3: 3,046 shares; 2025Q4: 2,997 shares 2,997 $905K 0.01% -49 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,955 shares; 2025Q2: 15,440 shares; 2025Q3: 20,080 shares; 2025Q4: 19,825 shares 19,825 $898K 0.01% -255 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,794 shares; 2025Q1: 16,794 shares; 2025Q2: 16,794 shares; 2025Q3: 16,794 shares; 2025Q4: 16,794 shares 16,794 $891K 0.01% 0 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: 1,368 shares; 2024Q4: 1,372 shares; 2025Q1: 1,416 shares; 2025Q2: 1,365 shares; 2025Q3: 1,391 shares; 2025Q4: 1,161 shares 1,161 $890K 0.01% -230 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,879 shares; 2024Q4: 6,868 shares; 2025Q1: 7,281 shares; 2025Q2: 6,498 shares; 2025Q3: 6,498 shares; 2025Q4: 4,193 shares 4,193 $889K 0.01% -2,305 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: 10,586 shares; 2024Q4: 10,586 shares; 2025Q1: 10,474 shares; 2025Q2: 10,693 shares; 2025Q3: 10,823 shares; 2025Q4: 11,079 shares 11,079 $880K 0.01% +256 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,514 shares; 2024Q4: 13,567 shares; 2025Q1: 13,300 shares; 2025Q2: 13,466 shares; 2025Q3: 13,496 shares; 2025Q4: 13,533 shares 13,533 $880K 0.01% +37 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,076 shares 35,076 $880K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,760 shares; 2024Q4: 5,763 shares; 2025Q1: 5,768 shares; 2025Q2: 5,807 shares; 2025Q3: 5,792 shares; 2025Q4: 5,785 shares 5,785 $879K 0.01% -7 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 4,087 shares; 2025Q2: 4,985 shares; 2025Q3: 7,762 shares; 2025Q4: 7,641 shares 7,641 $879K 0.01% -121 Timeline EFAV 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: 10,969 shares; 2024Q4: 10,219 shares; 2025Q1: 10,219 shares; 2025Q2: 10,219 shares; 2025Q3: 10,219 shares; 2025Q4: 10,047 shares 10,047 $867K 0.01% -172 Timeline SIL 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: 21,480 shares; 2024Q4: 10,360 shares; 2025Q1: 10,360 shares; 2025Q2: 10,270 shares; 2025Q3: 10,270 shares; 2025Q4: 10,270 shares 10,270 $858K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,612 shares; 2024Q4: 7,002 shares; 2025Q1: 6,748 shares; 2025Q2: 7,060 shares; 2025Q3: 7,067 shares; 2025Q4: 6,798 shares 6,798 $850K 0.01% -269 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,329 shares; 2024Q4: 6,279 shares; 2025Q1: 5,976 shares; 2025Q2: 6,052 shares; 2025Q3: 6,669 shares; 2025Q4: 6,075 shares 6,075 $850K 0.01% -594 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX 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: 3,880 shares; 2025Q2: 3,880 shares; 2025Q3: 4,424 shares; 2025Q4: 4,239 shares 4,239 $848K 0.01% -185 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: 7,700 shares 7,700 $846K 0.01% +1,500 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,037 shares 4,037 $844K 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,605 shares; 2024Q4: 24,527 shares; 2025Q1: 24,527 shares; 2025Q2: 24,638 shares; 2025Q3: 24,589 shares; 2025Q4: 20,475 shares 20,475 $843K 0.01% -4,114 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 4,495 shares; 2025Q1: 4,358 shares; 2025Q2: 4,363 shares; 2025Q3: 5,087 shares; 2025Q4: 5,261 shares 5,261 $838K 0.01% +174 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,104 shares; 2024Q4: 16,581 shares; 2025Q1: 16,334 shares; 2025Q2: 16,914 shares; 2025Q3: 24,282 shares; 2025Q4: 22,072 shares 22,072 $838K 0.01% -2,210 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: 16,912 shares; 2024Q4: 19,607 shares; 2025Q1: 19,607 shares; 2025Q2: 19,607 shares; 2025Q3: 19,607 shares; 2025Q4: 19,607 shares 19,607 $838K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 14,616 shares; 2025Q1: 15,820 shares; 2025Q2: 16,400 shares; 2025Q3: 17,019 shares; 2025Q4: 16,960 shares 16,960 $832K 0.01% -59 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 11,362 shares; 2025Q1: 11,410 shares; 2025Q2: 11,194 shares; 2025Q3: 22,490 shares; 2025Q4: 22,655 shares 22,655 $828K 0.01% +165 Timeline ICLN 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: 168,972 shares; 2024Q4: 70,486 shares; 2025Q1: 69,090 shares; 2025Q2: 50,240 shares; 2025Q3: 50,240 shares; 2025Q4: 50,240 shares 50,240 $825K 0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,971 shares; 2025Q1: 9,469 shares; 2025Q2: 9,429 shares; 2025Q3: 8,569 shares; 2025Q4: 7,498 shares 7,498 $820K 0.01% -1,071 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,939 shares; 2025Q1: 2,734 shares; 2025Q2: 2,799 shares; 2025Q3: 2,849 shares; 2025Q4: 2,820 shares 2,820 $809K 0.01% -29 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,882 shares; 2024Q4: 31,995 shares; 2025Q1: 26,757 shares; 2025Q2: 23,269 shares; 2025Q3: 18,526 shares; 2025Q4: 18,689 shares 18,689 $809K 0.01% +163 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,771 shares; 2025Q1: 3,556 shares; 2025Q2: 3,401 shares; 2025Q3: 3,493 shares; 2025Q4: 3,191 shares 3,191 $805K 0.01% -302 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: 2,655 shares; 2024Q4: 2,121 shares; 2025Q1: 2,096 shares; 2025Q2: 2,358 shares; 2025Q3: 2,421 shares; 2025Q4: 2,295 shares 2,295 $804K 0.01% -126 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,017 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,790 shares 1,790 $803K 0.01% -132 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: 1,565 shares; 2025Q1: 2,198 shares; 2025Q2: 11,607 shares; 2025Q3: 11,633 shares; 2025Q4: 12,466 shares 12,466 $802K 0.01% +833 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: 3,162 shares; 2024Q4: 3,162 shares; 2025Q1: 3,245 shares; 2025Q2: 3,166 shares; 2025Q3: 3,638 shares; 2025Q4: 3,694 shares 3,694 $783K 0.01% +56 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: 2,406 shares; 2024Q4: 2,944 shares; 2025Q1: 4,809 shares; 2025Q2: 5,860 shares; 2025Q3: 7,639 shares; 2025Q4: 6,351 shares 6,351 $781K 0.01% -1,288 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,291 shares; 2024Q4: 45,626 shares; 2025Q1: 46,695 shares; 2025Q2: 42,059 shares; 2025Q3: 40,996 shares; 2025Q4: 35,015 shares 35,015 $780K 0.01% -5,981 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: not reported; 2025Q1: not reported; 2025Q2: 4,741 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares 4,810 $779K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,759 shares 3,759 $779K 0.01% +9 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: 8,665 shares; 2024Q4: 8,965 shares; 2025Q1: 12,387 shares; 2025Q2: 9,538 shares; 2025Q3: 9,538 shares; 2025Q4: 6,284 shares 6,284 $775K 0.01% -3,254 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,780 shares; 2025Q2: 9,980 shares; 2025Q3: 9,980 shares; 2025Q4: 9,845 shares 9,845 $768K 0.01% -135 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,927 shares; 2024Q4: 10,927 shares; 2025Q1: 23,780 shares; 2025Q2: 17,430 shares; 2025Q3: 20,140 shares; 2025Q4: 19,964 shares 19,964 $766K 0.01% -176 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,731 shares; 2025Q1: 4,018 shares; 2025Q2: 4,049 shares; 2025Q3: 3,679 shares; 2025Q4: 3,515 shares 3,515 $763K 0.01% -164 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,609 shares; 2024Q4: 8,603 shares; 2025Q1: 18,194 shares; 2025Q2: 19,015 shares; 2025Q3: 19,617 shares; 2025Q4: 19,268 shares 19,268 $759K 0.01% -349 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,948 shares; 2025Q2: 4,725 shares; 2025Q3: 4,616 shares; 2025Q4: 4,353 shares 4,353 $755K 0.01% -263 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,126 shares; 2025Q2: 7,991 shares; 2025Q3: 7,959 shares; 2025Q4: 8,692 shares 8,692 $733K 0.01% +733 Timeline TIPZ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares 14,000 $733K 0.01% new Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,753 shares; 2025Q2: 15,758 shares; 2025Q3: 14,053 shares; 2025Q4: 14,714 shares 14,714 $731K 0.01% +661 Timeline SUSA 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: 1,735 shares; 2024Q4: 1,735 shares; 2025Q1: 3,486 shares; 2025Q2: 3,377 shares; 2025Q3: 3,377 shares; 2025Q4: 5,064 shares 5,064 $706K 0.01% +1,687 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP 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: 30,181 shares; 2025Q2: 30,307 shares; 2025Q3: 30,307 shares; 2025Q4: 32,843 shares 32,843 $705K 0.01% +2,536 Timeline VDE 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: 12,215 shares; 2024Q4: 10,285 shares; 2025Q1: 10,192 shares; 2025Q2: 9,963 shares; 2025Q3: 6,973 shares; 2025Q4: 5,539 shares 5,539 $697K 0.01% -1,434 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,203 shares; 2025Q4: 6,709 shares 6,709 $696K 0.01% +1,506 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,133 shares; 2025Q3: 1,223 shares; 2025Q4: 2,193 shares 2,193 $690K 0.01% +970 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,651 shares; 2025Q2: 6,561 shares; 2025Q3: 5,615 shares; 2025Q4: 5,472 shares 5,472 $685K 0.01% -143 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,674 shares; 2025Q1: 2,654 shares; 2025Q2: 2,448 shares; 2025Q3: 2,268 shares; 2025Q4: 2,268 shares 2,268 $677K 0.01% 0 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,420 shares; 2025Q1: 8,420 shares; 2025Q2: 8,420 shares; 2025Q3: 8,420 shares; 2025Q4: 8,420 shares 8,420 $675K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,798 shares; 2025Q1: 6,862 shares; 2025Q2: 6,609 shares; 2025Q3: 6,476 shares; 2025Q4: 6,491 shares 6,491 $675K 0.01% +15 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,688 shares; 2025Q2: 3,688 shares; 2025Q3: 3,688 shares; 2025Q4: 4,057 shares 4,057 $675K 0.01% +369 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,908 shares; 2025Q1: 7,945 shares; 2025Q2: 8,280 shares; 2025Q3: 8,442 shares; 2025Q4: 7,371 shares 7,371 $669K 0.01% -1,071 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 7,584 shares; 2025Q2: 8,034 shares; 2025Q3: 8,597 shares; 2025Q4: 7,589 shares 7,589 $663K 0.01% -1,008 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: 6,645 shares; 2024Q4: 5,482 shares; 2025Q1: 5,748 shares; 2025Q2: 5,966 shares; 2025Q3: 6,543 shares; 2025Q4: 6,632 shares 6,632 $663K 0.01% +89 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 5,854 shares; 2025Q1: 5,705 shares; 2025Q2: 6,789 shares; 2025Q3: 10,748 shares; 2025Q4: 12,566 shares 12,566 $658K 0.01% +1,818 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,774 shares; 2024Q4: 8,925 shares; 2025Q1: 8,774 shares; 2025Q2: 8,434 shares; 2025Q3: 8,434 shares; 2025Q4: 8,434 shares 8,434 $655K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 516 shares; 2025Q1: 537 shares; 2025Q2: 597 shares; 2025Q3: 709 shares; 2025Q4: 714 shares 714 $647K 0.01% +5 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: 7,983 shares; 2025Q2: 8,088 shares; 2025Q3: 18,779 shares; 2025Q4: 18,245 shares 18,245 $644K 0.01% -534 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,237 shares 13,237 $643K 0.01% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS 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: 33,185 shares; 2025Q2: 37,595 shares; 2025Q3: 37,595 shares; 2025Q4: 36,045 shares 36,045 $642K 0.01% -1,550 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 3,416 shares; 2025Q1: 3,068 shares; 2025Q2: 2,997 shares; 2025Q3: 2,925 shares; 2025Q4: 2,225 shares 2,225 $640K 0.01% -700 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 10,990 shares; 2025Q3: 11,890 shares; 2025Q4: 13,906 shares 13,906 $639K 0.01% +2,016 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 4,913 shares; 2025Q1: 5,288 shares; 2025Q2: 4,854 shares; 2025Q3: 4,931 shares; 2025Q4: 4,698 shares 4,698 $639K 0.01% -233 Timeline