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: 357,365 shares; 2024Q4: 407,896 shares; 2025Q1: 432,042 shares; 2025Q2: 463,694 shares; 2025Q3: 493,275 shares; 2025Q4: 506,654 shares 506,654 $347M 12.17% +13,379 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: 278,664 shares; 2024Q4: 290,857 shares; 2025Q1: 296,673 shares; 2025Q2: 299,508 shares; 2025Q3: 301,873 shares; 2025Q4: 302,098 shares 302,098 $206M 7.23% +225 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: 480,711 shares; 2024Q4: 505,767 shares; 2025Q1: 568,678 shares; 2025Q2: 594,127 shares; 2025Q3: 612,847 shares; 2025Q4: 619,474 shares 619,474 $116M 4.05% +6,627 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: 631,277 shares; 2024Q4: 695,279 shares; 2025Q1: 890,893 shares; 2025Q2: 1,125,366 shares; 2025Q3: 1,205,524 shares; 2025Q4: 1,164,647 shares 1,164,647 $104M 3.66% -40,877 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: 278,784 shares; 2024Q4: 291,250 shares; 2025Q1: 321,725 shares; 2025Q2: 361,224 shares; 2025Q3: 369,055 shares; 2025Q4: 374,297 shares 374,297 $102M 3.57% +5,242 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: 141,549 shares; 2024Q4: 154,901 shares; 2025Q1: 176,729 shares; 2025Q2: 184,144 shares; 2025Q3: 191,730 shares; 2025Q4: 193,869 shares 193,869 $93.8M 3.29% +2,139 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: 163,970 shares; 2024Q4: 174,972 shares; 2025Q1: 195,965 shares; 2025Q2: 219,024 shares; 2025Q3: 225,937 shares; 2025Q4: 229,711 shares 229,711 $71.9M 2.52% +3,774 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: 192,252 shares; 2024Q4: 209,065 shares; 2025Q1: 238,953 shares; 2025Q2: 257,203 shares; 2025Q3: 269,486 shares; 2025Q4: 278,175 shares 278,175 $64.2M 2.25% +8,689 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: 796,144 shares; 2024Q4: 883,526 shares; 2025Q1: 960,825 shares; 2025Q2: 850,048 shares; 2025Q3: 847,090 shares; 2025Q4: 812,721 shares 812,721 $53.6M 1.88% -34,369 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: 5,563 shares; 2024Q4: 5,931 shares; 2025Q1: 8,034 shares; 2025Q2: 15,814 shares; 2025Q3: 1,268,795 shares; 2025Q4: 1,268,632 shares 1,268,632 $50.9M 1.79% -163 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: 82,065 shares; 2024Q4: 96,297 shares; 2025Q1: 111,475 shares; 2025Q2: 120,115 shares; 2025Q3: 125,918 shares; 2025Q4: 127,743 shares 127,743 $44.2M 1.55% +1,825 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: 90,288 shares; 2024Q4: 97,908 shares; 2025Q1: 107,779 shares; 2025Q2: 124,399 shares; 2025Q3: 127,887 shares; 2025Q4: 131,078 shares 131,078 $42.2M 1.48% +3,191 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: 37,953 shares; 2024Q4: 41,541 shares; 2025Q1: 47,404 shares; 2025Q2: 50,013 shares; 2025Q3: 52,151 shares; 2025Q4: 54,073 shares 54,073 $35.7M 1.25% +1,922 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: 259,650 shares; 2024Q4: 304,416 shares; 2025Q1: 354,013 shares; 2025Q2: 304,645 shares; 2025Q3: 307,841 shares; 2025Q4: 293,183 shares 293,183 $35.2M 1.24% -14,658 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: 41,816 shares; 2024Q4: 45,768 shares; 2025Q1: 61,582 shares; 2025Q2: 61,884 shares; 2025Q3: 65,745 shares; 2025Q4: 67,884 shares 67,884 $32.1M 1.13% +2,139 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: 71,183 shares; 2024Q4: 80,272 shares; 2025Q1: 91,445 shares; 2025Q2: 101,805 shares; 2025Q3: 100,803 shares; 2025Q4: 100,284 shares 100,284 $31.5M 1.1% -519 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: 198,653 shares; 2024Q4: 250,384 shares; 2025Q1: 291,986 shares; 2025Q2: 335,343 shares; 2025Q3: 368,771 shares; 2025Q4: 440,331 shares 440,331 $29.6M 1.04% +71,560 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,280 shares; 2025Q1: 5,347 shares; 2025Q2: 179,503 shares; 2025Q3: 221,649 shares; 2025Q4: 248,951 shares 248,951 $26.6M 0.93% +27,302 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 7,950 shares; 2025Q1: 7,586 shares; 2025Q2: 44,832 shares; 2025Q3: 55,148 shares; 2025Q4: 73,310 shares 73,310 $25.1M 0.88% +18,162 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: not reported; 2024Q4: not reported; 2025Q1: 7,585 shares; 2025Q2: 280,148 shares; 2025Q3: 350,164 shares; 2025Q4: 434,810 shares 434,810 $24.7M 0.87% +84,646 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: 37,175 shares; 2024Q4: 43,400 shares; 2025Q1: 47,885 shares; 2025Q2: 48,972 shares; 2025Q3: 50,195 shares; 2025Q4: 51,056 shares 51,056 $23M 0.81% +861 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: 105,360 shares; 2024Q4: 126,618 shares; 2025Q1: 140,080 shares; 2025Q2: 168,331 shares; 2025Q3: 171,273 shares; 2025Q4: 177,782 shares 177,782 $21.4M 0.75% +6,509 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: 132,122 shares; 2024Q4: 129,542 shares; 2025Q1: 145,423 shares; 2025Q2: 145,736 shares; 2025Q3: 152,140 shares; 2025Q4: 147,879 shares 147,879 $20.9M 0.73% -4,261 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: 11,593 shares; 2024Q4: 13,287 shares; 2025Q1: 15,205 shares; 2025Q2: 17,395 shares; 2025Q3: 18,543 shares; 2025Q4: 18,962 shares 18,962 $20.4M 0.71% +419 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: 159,723 shares; 2024Q4: 185,848 shares; 2025Q1: 214,478 shares; 2025Q2: 208,791 shares; 2025Q3: 211,714 shares; 2025Q4: 210,671 shares 210,671 $20.3M 0.71% -1,043 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: 106,280 shares; 2024Q4: 126,012 shares; 2025Q1: 158,982 shares; 2025Q2: 166,421 shares; 2025Q3: 173,942 shares; 2025Q4: 178,915 shares 178,915 $19.9M 0.7% +4,973 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: 27,671 shares; 2024Q4: 31,571 shares; 2025Q1: 33,085 shares; 2025Q2: 37,584 shares; 2025Q3: 38,603 shares; 2025Q4: 38,456 shares 38,456 $19.3M 0.68% -147 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: 118,269 shares; 2024Q4: 151,281 shares; 2025Q1: 166,311 shares; 2025Q2: 175,568 shares; 2025Q3: 182,752 shares; 2025Q4: 187,049 shares 187,049 $18M 0.63% +4,297 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: 27,573 shares; 2024Q4: 29,138 shares; 2025Q1: 35,034 shares; 2025Q2: 39,809 shares; 2025Q3: 43,377 shares; 2025Q4: 44,352 shares 44,352 $15.6M 0.55% +975 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: 13,706 shares; 2024Q4: 14,984 shares; 2025Q1: 16,279 shares; 2025Q2: 16,765 shares; 2025Q3: 17,006 shares; 2025Q4: 17,580 shares 17,580 $15.5M 0.54% +574 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: 659 shares; 2024Q4: 1,023 shares; 2025Q1: 4,271 shares; 2025Q2: 19,146 shares; 2025Q3: 23,686 shares; 2025Q4: 20,300 shares 20,300 $15.3M 0.54% -3,386 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: 4,990 shares; 2024Q4: 7,744 shares; 2025Q1: 8,134 shares; 2025Q2: 22,780 shares; 2025Q3: 23,012 shares; 2025Q4: 23,872 shares 23,872 $15M 0.53% +860 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: 179,635 shares; 2024Q4: 190,461 shares; 2025Q1: 215,557 shares; 2025Q2: 252,758 shares; 2025Q3: 264,372 shares; 2025Q4: 270,168 shares 270,168 $14.9M 0.52% +5,796 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: 32,880 shares; 2024Q4: 36,395 shares; 2025Q1: 39,688 shares; 2025Q2: 41,978 shares; 2025Q3: 42,933 shares; 2025Q4: 43,053 shares 43,053 $14.8M 0.52% +120 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: 52,557 shares; 2024Q4: 84,319 shares; 2025Q1: 133,919 shares; 2025Q2: 176,667 shares; 2025Q3: 185,896 shares; 2025Q4: 225,591 shares 225,591 $14.1M 0.49% +39,695 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: 18,628 shares; 2024Q4: 20,060 shares; 2025Q1: 20,833 shares; 2025Q2: 21,640 shares; 2025Q3: 22,830 shares; 2025Q4: 23,107 shares 23,107 $13.2M 0.46% +277 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: 45,919 shares; 2024Q4: 48,894 shares; 2025Q1: 61,909 shares; 2025Q2: 65,019 shares; 2025Q3: 66,090 shares; 2025Q4: 65,966 shares 65,966 $12.9M 0.45% -124 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 11,084 shares; 2025Q1: 13,395 shares; 2025Q2: 15,967 shares; 2025Q3: 17,573 shares; 2025Q4: 18,732 shares 18,732 $12.2M 0.43% +1,159 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: 14,504 shares; 2024Q4: 16,584 shares; 2025Q1: 21,328 shares; 2025Q2: 32,549 shares; 2025Q3: 34,927 shares; 2025Q4: 37,537 shares 37,537 $11.6M 0.41% +2,610 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: 21,941 shares; 2024Q4: 22,228 shares; 2025Q1: 25,930 shares; 2025Q2: 51,360 shares; 2025Q3: 57,566 shares; 2025Q4: 63,121 shares 63,121 $11.2M 0.39% +5,555 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: 103,051 shares; 2024Q4: 109,259 shares; 2025Q1: 116,753 shares; 2025Q2: 179,429 shares; 2025Q3: 188,993 shares; 2025Q4: 204,337 shares 204,337 $11M 0.39% +15,344 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: 44,132 shares; 2024Q4: 43,771 shares; 2025Q1: 51,158 shares; 2025Q2: 46,616 shares; 2025Q3: 47,505 shares; 2025Q4: 47,411 shares 47,411 $10.8M 0.38% -94 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: 6,940 shares; 2024Q4: 28,315 shares; 2025Q1: 47,479 shares; 2025Q2: 49,551 shares; 2025Q3: 44,321 shares; 2025Q4: 44,844 shares 44,844 $10.8M 0.38% +523 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: 14,959 shares; 2024Q4: 15,714 shares; 2025Q1: 16,696 shares; 2025Q2: 17,633 shares; 2025Q3: 17,479 shares; 2025Q4: 17,967 shares 17,967 $10.3M 0.36% +488 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: 26,217 shares; 2024Q4: 26,634 shares; 2025Q1: 28,823 shares; 2025Q2: 30,059 shares; 2025Q3: 31,093 shares; 2025Q4: 31,109 shares 31,109 $9.91M 0.35% +16 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: 8,457 shares; 2024Q4: 8,866 shares; 2025Q1: 9,447 shares; 2025Q2: 10,222 shares; 2025Q3: 10,785 shares; 2025Q4: 11,188 shares 11,188 $9.65M 0.34% +403 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: 6,918 shares; 2024Q4: 7,402 shares; 2025Q1: 8,844 shares; 2025Q2: 9,778 shares; 2025Q3: 10,041 shares; 2025Q4: 101,507 shares 101,507 $9.52M 0.33% +91,466 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: 58,234 shares; 2024Q4: 67,086 shares; 2025Q1: 67,086 shares; 2025Q2: 67,036 shares; 2025Q3: 72,741 shares; 2025Q4: 72,741 shares 72,741 $9.37M 0.33% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 11,599 shares; 2025Q1: 12,109 shares; 2025Q2: 14,873 shares; 2025Q3: 15,124 shares; 2025Q4: 18,298 shares 18,298 $8.93M 0.31% +3,174 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: 4,421 shares; 2024Q4: 4,942 shares; 2025Q1: 7,263 shares; 2025Q2: 7,642 shares; 2025Q3: 16,382 shares; 2025Q4: 121,516 shares 121,516 $8.68M 0.3% +105,134 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,627 shares; 2024Q4: 56,402 shares; 2025Q1: 58,845 shares; 2025Q2: 59,967 shares; 2025Q3: 61,576 shares; 2025Q4: 60,497 shares 60,497 $8.42M 0.3% -1,079 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,200 shares; 2024Q4: 61,195 shares; 2025Q1: 64,486 shares; 2025Q2: 120,427 shares; 2025Q3: 133,689 shares; 2025Q4: 115,775 shares 115,775 $8.41M 0.3% -17,914 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,462 shares; 2025Q2: 116,297 shares; 2025Q3: 135,565 shares; 2025Q4: 194,590 shares 194,590 $8.37M 0.29% +59,025 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: 21,225 shares; 2024Q4: 23,769 shares; 2025Q1: 25,317 shares; 2025Q2: 27,049 shares; 2025Q3: 27,291 shares; 2025Q4: 27,064 shares 27,064 $8.27M 0.29% -227 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: 19,775 shares; 2024Q4: 21,575 shares; 2025Q1: 26,613 shares; 2025Q2: 32,942 shares; 2025Q3: 37,669 shares; 2025Q4: 39,618 shares 39,618 $8.2M 0.29% +1,949 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: 20,886 shares; 2024Q4: 26,071 shares; 2025Q1: 31,757 shares; 2025Q2: 46,697 shares; 2025Q3: 49,524 shares; 2025Q4: 50,680 shares 50,680 $8.13M 0.29% +1,156 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: 23,194 shares; 2024Q4: 23,545 shares; 2025Q1: 28,286 shares; 2025Q2: 28,940 shares; 2025Q3: 29,728 shares; 2025Q4: 31,377 shares 31,377 $8.06M 0.28% +1,649 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: 93,694 shares; 2024Q4: 95,530 shares; 2025Q1: 102,378 shares; 2025Q2: 107,788 shares; 2025Q3: 111,862 shares; 2025Q4: 112,238 shares 112,238 $7.85M 0.28% +376 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: 14,721 shares; 2024Q4: 14,894 shares; 2025Q1: 15,455 shares; 2025Q2: 16,243 shares; 2025Q3: 16,860 shares; 2025Q4: 16,733 shares 16,733 $7.84M 0.28% -127 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: 36,999 shares; 2024Q4: 33,273 shares; 2025Q1: 38,645 shares; 2025Q2: 42,811 shares; 2025Q3: 48,337 shares; 2025Q4: 49,267 shares 49,267 $7.51M 0.26% +930 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: 36,032 shares; 2024Q4: 47,936 shares; 2025Q1: 55,292 shares; 2025Q2: 58,754 shares; 2025Q3: 59,849 shares; 2025Q4: 61,633 shares 61,633 $7.5M 0.26% +1,784 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: 42,935 shares; 2024Q4: 66,070 shares; 2025Q1: 73,891 shares; 2025Q2: 32,749 shares; 2025Q3: 33,196 shares; 2025Q4: 33,871 shares 33,871 $7.44M 0.26% +675 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 12,229 shares; 2025Q1: 23,875 shares; 2025Q2: 30,473 shares; 2025Q3: 35,091 shares; 2025Q4: 35,327 shares 35,327 $7.43M 0.26% +236 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: 67,389 shares; 2024Q4: 56,185 shares; 2025Q1: 57,914 shares; 2025Q2: 61,109 shares; 2025Q3: 61,654 shares; 2025Q4: 64,257 shares 64,257 $7.31M 0.26% +2,603 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: 7,314 shares; 2024Q4: 5,128 shares; 2025Q1: 38,426 shares; 2025Q2: 54,166 shares; 2025Q3: 86,543 shares; 2025Q4: 85,101 shares 85,101 $7.23M 0.25% -1,442 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: 22,122 shares; 2025Q1: 46,401 shares; 2025Q2: 48,329 shares; 2025Q3: 53,292 shares; 2025Q4: 53,662 shares 53,662 $7.03M 0.25% +370 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: 3,299 shares; 2024Q4: 39,369 shares; 2025Q1: 39,224 shares; 2025Q2: 43,344 shares; 2025Q3: 41,938 shares; 2025Q4: 40,800 shares 40,800 $6.98M 0.25% -1,138 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: 37,479 shares; 2024Q4: 37,091 shares; 2025Q1: 44,211 shares; 2025Q2: 55,725 shares; 2025Q3: 59,730 shares; 2025Q4: 48,521 shares 48,521 $6.95M 0.24% -11,209 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: 8,338 shares; 2024Q4: 9,245 shares; 2025Q1: 10,563 shares; 2025Q2: 11,303 shares; 2025Q3: 11,881 shares; 2025Q4: 12,196 shares 12,196 $6.91M 0.24% +315 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: 3,338 shares; 2024Q4: 3,742 shares; 2025Q1: 4,956 shares; 2025Q2: 5,389 shares; 2025Q3: 6,147 shares; 2025Q4: 6,365 shares 6,365 $6.81M 0.24% +218 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: 21,215 shares; 2024Q4: 24,105 shares; 2025Q1: 27,294 shares; 2025Q2: 34,782 shares; 2025Q3: 36,059 shares; 2025Q4: 36,851 shares 36,851 $6.76M 0.24% +792 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: 27,814 shares; 2024Q4: 32,693 shares; 2025Q1: 42,105 shares; 2025Q2: 51,805 shares; 2025Q3: 55,283 shares; 2025Q4: 53,300 shares 53,300 $6.68M 0.23% -1,983 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: 21,244 shares; 2024Q4: 23,852 shares; 2025Q1: 28,087 shares; 2025Q2: 25,676 shares; 2025Q3: 26,786 shares; 2025Q4: 27,010 shares 27,010 $6.65M 0.23% +224 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,091 shares; 2024Q4: 33,091 shares; 2025Q1: 33,091 shares; 2025Q2: 33,095 shares; 2025Q3: 33,134 shares; 2025Q4: 33,139 shares 33,139 $6.53M 0.23% +5 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: 66,316 shares; 2024Q4: 221,281 shares; 2025Q1: 253,237 shares; 2025Q2: 230,571 shares; 2025Q3: 218,227 shares; 2025Q4: 237,945 shares 237,945 $6.53M 0.23% +19,718 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: 22,186 shares; 2024Q4: 22,731 shares; 2025Q1: 30,104 shares; 2025Q2: 34,206 shares; 2025Q3: 35,747 shares; 2025Q4: 36,549 shares 36,549 $6.49M 0.23% +802 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,877 shares; 2024Q4: 32,002 shares; 2025Q1: 43,668 shares; 2025Q2: 31,498 shares; 2025Q3: 32,813 shares; 2025Q4: 33,651 shares 33,651 $6.45M 0.23% +838 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: 42,279 shares; 2024Q4: 42,651 shares; 2025Q1: 41,355 shares; 2025Q2: 24,936 shares; 2025Q3: 24,928 shares; 2025Q4: 24,744 shares 24,744 $6.38M 0.22% -184 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: 53,788 shares; 2024Q4: 56,084 shares; 2025Q1: 69,188 shares; 2025Q2: 79,878 shares; 2025Q3: 83,372 shares; 2025Q4: 82,157 shares 82,157 $6.33M 0.22% -1,215 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: 28,217 shares; 2024Q4: 26,252 shares; 2025Q1: 31,521 shares; 2025Q2: 39,062 shares; 2025Q3: 40,208 shares; 2025Q4: 43,063 shares 43,063 $6.18M 0.22% +2,855 Timeline VANGUARD TTL STK MKT-INST PL VANGUARD TTL STK MKT-INST PL More: the full row for VANGUARD TTL STK MKT-INST PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,158 shares 20,158 $6.17M 0.22% new 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: 37,404 shares; 2024Q4: 59,291 shares; 2025Q1: 65,173 shares; 2025Q2: 74,944 shares; 2025Q3: 75,103 shares; 2025Q4: 73,936 shares 73,936 $6M 0.21% -1,167 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: 45,781 shares; 2024Q4: 49,301 shares; 2025Q1: 53,680 shares; 2025Q2: 64,985 shares; 2025Q3: 61,233 shares; 2025Q4: 62,942 shares 62,942 $5.87M 0.21% +1,709 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: 53,346 shares; 2024Q4: 61,666 shares; 2025Q1: 69,695 shares; 2025Q2: 70,812 shares; 2025Q3: 73,179 shares; 2025Q4: 73,005 shares 73,005 $5.86M 0.21% -174 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: 20,422 shares; 2024Q4: 21,350 shares; 2025Q1: 21,972 shares; 2025Q2: 22,312 shares; 2025Q3: 22,034 shares; 2025Q4: 20,272 shares 20,272 $5.79M 0.2% -1,762 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: 22,358 shares; 2024Q4: 24,010 shares; 2025Q1: 29,976 shares; 2025Q2: 33,313 shares; 2025Q3: 36,445 shares; 2025Q4: 37,486 shares 37,486 $5.76M 0.2% +1,041 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 11,947 shares; 2025Q4: 171,426 shares 171,426 $5.71M 0.2% +159,479 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: 18,023 shares; 2024Q4: 26,758 shares; 2025Q1: 30,448 shares; 2025Q2: 28,007 shares; 2025Q3: 27,758 shares; 2025Q4: 26,914 shares 26,914 $5.62M 0.2% -844 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: 13,419 shares; 2024Q4: 14,587 shares; 2025Q1: 19,515 shares; 2025Q2: 24,982 shares; 2025Q3: 26,082 shares; 2025Q4: 28,095 shares 28,095 $5.48M 0.19% +2,013 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 2,913 shares; 2025Q1: 5,798 shares; 2025Q2: 5,445 shares; 2025Q3: 10,495 shares; 2025Q4: 33,313 shares 33,313 $5.37M 0.19% +22,818 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: 67,790 shares; 2024Q4: 66,155 shares; 2025Q1: 68,367 shares; 2025Q2: 52,753 shares; 2025Q3: 52,080 shares; 2025Q4: 50,248 shares 50,248 $5.29M 0.19% -1,832 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: 18,354 shares; 2024Q4: 21,079 shares; 2025Q1: 23,275 shares; 2025Q2: 14,828 shares; 2025Q3: 14,654 shares; 2025Q4: 15,648 shares 15,648 $5.25M 0.18% +994 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: 12,018 shares; 2024Q4: 13,440 shares; 2025Q1: 14,772 shares; 2025Q2: 15,566 shares; 2025Q3: 14,365 shares; 2025Q4: 15,727 shares 15,727 $5.19M 0.18% +1,362 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: 29,681 shares; 2024Q4: 40,297 shares; 2025Q1: 50,770 shares; 2025Q2: 55,007 shares; 2025Q3: 56,985 shares; 2025Q4: 61,833 shares 61,833 $5.05M 0.18% +4,848 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,150 shares; 2024Q4: 94,085 shares; 2025Q1: 94,056 shares; 2025Q2: 80,030 shares; 2025Q3: 80,030 shares; 2025Q4: 66,876 shares 66,876 $5.04M 0.18% -13,154 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: 11,709 shares; 2024Q4: 12,207 shares; 2025Q1: 12,540 shares; 2025Q2: 13,710 shares; 2025Q3: 13,447 shares; 2025Q4: 13,541 shares 13,541 $5.01M 0.18% +94 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: 7,228 shares; 2024Q4: 9,877 shares; 2025Q1: 10,030 shares; 2025Q2: 10,394 shares; 2025Q3: 10,684 shares; 2025Q4: 10,758 shares 10,758 $5.01M 0.18% +74 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: 14,369 shares; 2024Q4: 14,085 shares; 2025Q1: 14,120 shares; 2025Q2: 15,238 shares; 2025Q3: 16,037 shares; 2025Q4: 16,496 shares 16,496 $4.89M 0.17% +459 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,545 shares; 2024Q4: 31,749 shares; 2025Q1: 37,315 shares; 2025Q2: 51,133 shares; 2025Q3: 52,456 shares; 2025Q4: 50,387 shares 50,387 $4.8M 0.17% -2,069 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 6,964 shares; 2025Q1: 7,037 shares; 2025Q2: 7,319 shares; 2025Q3: 7,478 shares; 2025Q4: 8,285 shares 8,285 $4.8M 0.17% +807 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: 10,234 shares; 2024Q4: 21,106 shares; 2025Q1: 22,431 shares; 2025Q2: 22,880 shares; 2025Q3: 24,970 shares; 2025Q4: 25,199 shares 25,199 $4.64M 0.16% +229 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: 13,990 shares; 2024Q4: 14,721 shares; 2025Q1: 16,627 shares; 2025Q2: 17,980 shares; 2025Q3: 17,760 shares; 2025Q4: 17,289 shares 17,289 $4.58M 0.16% -471 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: 2,927 shares; 2024Q4: 3,955 shares; 2025Q1: 3,959 shares; 2025Q2: 8,221 shares; 2025Q3: 7,374 shares; 2025Q4: 7,448 shares 7,448 $4.58M 0.16% +74 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: 15,192 shares; 2024Q4: 16,948 shares; 2025Q1: 23,404 shares; 2025Q2: 24,131 shares; 2025Q3: 24,511 shares; 2025Q4: 26,723 shares 26,723 $4.57M 0.16% +2,212 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: 37,720 shares; 2024Q4: 44,766 shares; 2025Q1: 19,727 shares; 2025Q2: 20,004 shares; 2025Q3: 22,227 shares; 2025Q4: 21,173 shares 21,173 $4.53M 0.16% -1,054 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,683 shares; 2024Q4: 9,535 shares; 2025Q1: 10,759 shares; 2025Q2: 11,284 shares; 2025Q3: 10,843 shares; 2025Q4: 10,549 shares 10,549 $4.5M 0.16% -294 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: 3,610 shares; 2024Q4: 3,744 shares; 2025Q1: 5,017 shares; 2025Q2: 5,502 shares; 2025Q3: 5,916 shares; 2025Q4: 8,789 shares 8,789 $4.49M 0.16% +2,873 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,438 shares; 2025Q1: 3,824 shares; 2025Q2: 3,781 shares; 2025Q3: 3,821 shares; 2025Q4: 3,679 shares 3,679 $4.47M 0.16% -142 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,942 shares; 2025Q1: 6,766 shares; 2025Q2: 17,056 shares; 2025Q3: 17,641 shares; 2025Q4: 18,119 shares 18,119 $4.39M 0.15% +478 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,692 shares; 2024Q4: 26,602 shares; 2025Q1: 43,642 shares; 2025Q2: 37,936 shares; 2025Q3: 36,270 shares; 2025Q4: 33,041 shares 33,041 $4.35M 0.15% -3,229 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: 74,286 shares; 2024Q4: 88,519 shares; 2025Q1: 120,285 shares; 2025Q2: 145,041 shares; 2025Q3: 148,737 shares; 2025Q4: 171,142 shares 171,142 $4.26M 0.15% +22,405 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: 3,495 shares; 2024Q4: 3,906 shares; 2025Q1: 4,960 shares; 2025Q2: 7,359 shares; 2025Q3: 8,546 shares; 2025Q4: 8,721 shares 8,721 $4.22M 0.15% +175 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: 22,609 shares; 2024Q4: 23,151 shares; 2025Q1: 23,821 shares; 2025Q2: 23,713 shares; 2025Q3: 29,566 shares; 2025Q4: 31,112 shares 31,112 $4.2M 0.15% +1,546 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: 3,629 shares; 2024Q4: 3,780 shares; 2025Q1: 3,939 shares; 2025Q2: 6,921 shares; 2025Q3: 6,921 shares; 2025Q4: 6,934 shares 6,934 $4.18M 0.15% +13 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: 15,595 shares; 2024Q4: 17,073 shares; 2025Q1: 18,686 shares; 2025Q2: 21,090 shares; 2025Q3: 22,011 shares; 2025Q4: 20,409 shares 20,409 $4.14M 0.15% -1,602 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: 51,443 shares; 2024Q4: 56,906 shares; 2025Q1: 71,972 shares; 2025Q2: 91,940 shares; 2025Q3: 94,258 shares; 2025Q4: 100,050 shares 100,050 $4.08M 0.14% +5,792 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: 8,546 shares; 2024Q4: 9,806 shares; 2025Q1: 8,724 shares; 2025Q2: 10,522 shares; 2025Q3: 11,152 shares; 2025Q4: 11,667 shares 11,667 $3.93M 0.14% +515 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,231 shares; 2024Q4: 38,960 shares; 2025Q1: 53,203 shares; 2025Q2: 47,900 shares; 2025Q3: 43,752 shares; 2025Q4: 39,150 shares 39,150 $3.79M 0.13% -4,602 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: 2,485 shares; 2024Q4: 2,860 shares; 2025Q1: 9,953 shares; 2025Q2: 14,114 shares; 2025Q3: 14,436 shares; 2025Q4: 17,337 shares 17,337 $3.76M 0.13% +2,901 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: 15,604 shares; 2024Q4: 15,174 shares; 2025Q1: 28,574 shares; 2025Q2: 31,756 shares; 2025Q3: 39,278 shares; 2025Q4: 83,943 shares 83,943 $3.75M 0.13% +44,665 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: 8,700 shares; 2024Q4: 9,272 shares; 2025Q1: 10,086 shares; 2025Q2: 10,541 shares; 2025Q3: 12,365 shares; 2025Q4: 25,775 shares 25,775 $3.71M 0.13% +13,410 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: 11,392 shares; 2024Q4: 13,291 shares; 2025Q1: 15,789 shares; 2025Q2: 14,595 shares; 2025Q3: 15,616 shares; 2025Q4: 13,522 shares 13,522 $3.63M 0.13% -2,094 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,314 shares; 2025Q4: 37,707 shares 37,707 $3.55M 0.12% +1,393 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: 7,104 shares; 2024Q4: 8,667 shares; 2025Q1: 11,230 shares; 2025Q2: 11,138 shares; 2025Q3: 10,999 shares; 2025Q4: 11,021 shares 11,021 $3.44M 0.12% +22 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 5,140 shares; 2025Q1: 14,189 shares; 2025Q2: 16,886 shares; 2025Q3: 18,117 shares; 2025Q4: 18,500 shares 18,500 $3.43M 0.12% +383 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: 7,089 shares; 2024Q4: 7,512 shares; 2025Q1: 8,068 shares; 2025Q2: 8,786 shares; 2025Q3: 8,831 shares; 2025Q4: 8,707 shares 8,707 $3.39M 0.12% -124 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: 125,081 shares; 2024Q4: 130,121 shares; 2025Q1: 131,946 shares; 2025Q2: 134,320 shares; 2025Q3: 136,206 shares; 2025Q4: 134,817 shares 134,817 $3.35M 0.12% -1,389 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: 3,744 shares; 2024Q4: 4,065 shares; 2025Q1: 7,410 shares; 2025Q2: 9,623 shares; 2025Q3: 9,661 shares; 2025Q4: 11,527 shares 11,527 $3.35M 0.12% +1,866 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 9,317 shares; 2025Q1: 13,688 shares; 2025Q2: 12,077 shares; 2025Q3: 12,019 shares; 2025Q4: 12,222 shares 12,222 $3.31M 0.12% +203 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: 22,015 shares; 2024Q4: 23,885 shares; 2025Q1: 25,330 shares; 2025Q2: 24,574 shares; 2025Q3: 20,016 shares; 2025Q4: 18,678 shares 18,678 $3.24M 0.11% -1,338 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,280 shares; 2024Q4: 19,719 shares; 2025Q1: 23,314 shares; 2025Q2: 27,518 shares; 2025Q3: 30,634 shares; 2025Q4: 31,721 shares 31,721 $3.23M 0.11% +1,087 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: 22,922 shares; 2024Q4: 25,411 shares; 2025Q1: 32,608 shares; 2025Q2: 34,871 shares; 2025Q3: 35,587 shares; 2025Q4: 38,361 shares 38,361 $3.23M 0.11% +2,774 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,084 shares; 2024Q4: 39,913 shares; 2025Q1: 45,916 shares; 2025Q2: 51,160 shares; 2025Q3: 52,530 shares; 2025Q4: 53,726 shares 53,726 $3.23M 0.11% +1,196 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: 8,621 shares; 2024Q4: 9,391 shares; 2025Q1: 9,474 shares; 2025Q2: 7,989 shares; 2025Q3: 8,175 shares; 2025Q4: 8,816 shares 8,816 $3.11M 0.11% +641 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 5,773 shares; 2025Q1: 7,637 shares; 2025Q2: 8,376 shares; 2025Q3: 9,925 shares; 2025Q4: 9,883 shares 9,883 $3.09M 0.11% -42 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: 5,582 shares; 2024Q4: 6,049 shares; 2025Q1: 8,221 shares; 2025Q2: 8,805 shares; 2025Q3: 9,290 shares; 2025Q4: 10,126 shares 10,126 $3.08M 0.11% +836 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 4,538 shares; 2025Q1: 6,185 shares; 2025Q2: 8,423 shares; 2025Q3: 9,268 shares; 2025Q4: 9,294 shares 9,294 $3.04M 0.11% +26 Timeline VANGUARD VALUE INDEX-INST VANGUARD VALUE INDEX-INST More: the full row for VANGUARD VALUE INDEX-INST 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: 40,526 shares 40,526 $3.02M 0.11% new VANGUARD SML CAP INDX-INST VANGUARD SML CAP INDX-INST More: the full row for VANGUARD SML CAP INDX-INST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,438 shares 8,438 $3.01M 0.11% new 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: 1,600 shares; 2024Q4: 1,818 shares; 2025Q1: 3,500 shares; 2025Q2: 10,104 shares; 2025Q3: 10,377 shares; 2025Q4: 14,919 shares 14,919 $2.85M 0.1% +4,542 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: 15,639 shares; 2024Q4: 16,242 shares; 2025Q1: 15,631 shares; 2025Q2: 12,547 shares; 2025Q3: 13,087 shares; 2025Q4: 12,313 shares 12,313 $2.85M 0.1% -774 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: 14,968 shares; 2024Q4: 15,928 shares; 2025Q1: 15,173 shares; 2025Q2: 42,626 shares; 2025Q3: 46,987 shares; 2025Q4: 51,081 shares 51,081 $2.76M 0.1% +4,094 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,715 shares; 2025Q1: 4,993 shares; 2025Q2: 7,735 shares; 2025Q3: 7,650 shares; 2025Q4: 8,563 shares 8,563 $2.65M 0.09% +913 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: 10,460 shares; 2024Q4: 10,421 shares; 2025Q1: 7,859 shares; 2025Q2: 7,296 shares; 2025Q3: 7,333 shares; 2025Q4: 7,417 shares 7,417 $2.6M 0.09% +84 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: 14,628 shares; 2024Q4: 18,417 shares; 2025Q1: 25,892 shares; 2025Q2: 26,024 shares; 2025Q3: 26,371 shares; 2025Q4: 25,518 shares 25,518 $2.55M 0.09% -853 Timeline VANGUARD DEV MKT INX-INST PL VANGUARD DEV MKT INX-INST PL More: the full row for VANGUARD DEV MKT INX-INST PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,718 shares 80,718 $2.54M 0.09% new 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: 4,075 shares; 2024Q4: 4,204 shares; 2025Q1: 5,190 shares; 2025Q2: 5,612 shares; 2025Q3: 6,890 shares; 2025Q4: 7,161 shares 7,161 $2.52M 0.09% +271 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: 25,700 shares; 2024Q4: 43,200 shares; 2025Q1: 41,088 shares; 2025Q2: 34,962 shares; 2025Q3: 41,162 shares; 2025Q4: 45,182 shares 45,182 $2.47M 0.09% +4,020 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,008 shares; 2025Q1: 4,516 shares; 2025Q2: 4,514 shares; 2025Q3: 4,561 shares; 2025Q4: 4,466 shares 4,466 $2.47M 0.09% -95 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 3,216 shares; 2025Q1: 3,444 shares; 2025Q2: 3,452 shares; 2025Q3: 3,776 shares; 2025Q4: 3,652 shares 3,652 $2.42M 0.08% -124 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,527 shares; 2024Q4: 67,527 shares; 2025Q1: 68,527 shares; 2025Q2: 67,539 shares; 2025Q3: 67,543 shares; 2025Q4: 67,551 shares 67,551 $2.4M 0.08% +8 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: 19,372 shares; 2024Q4: 20,267 shares; 2025Q1: 14,562 shares; 2025Q2: 20,895 shares; 2025Q3: 20,510 shares; 2025Q4: 20,546 shares 20,546 $2.39M 0.08% +36 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: 9,826 shares; 2024Q4: 13,131 shares; 2025Q1: 13,508 shares; 2025Q2: 19,024 shares; 2025Q3: 21,550 shares; 2025Q4: 20,292 shares 20,292 $2.38M 0.08% -1,258 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,447 shares; 2024Q4: 18,248 shares; 2025Q1: 19,521 shares; 2025Q2: 21,650 shares; 2025Q3: 23,889 shares; 2025Q4: 25,353 shares 25,353 $2.37M 0.08% +1,464 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,170 shares; 2025Q1: 1,538 shares; 2025Q2: 25,115 shares; 2025Q3: 25,887 shares; 2025Q4: 25,952 shares 25,952 $2.37M 0.08% +65 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: 7,238 shares; 2024Q4: 8,791 shares; 2025Q1: 7,609 shares; 2025Q2: 14,147 shares; 2025Q3: 14,213 shares; 2025Q4: 14,509 shares 14,509 $2.32M 0.08% +296 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,886 shares; 2024Q4: 43,274 shares; 2025Q1: 39,788 shares; 2025Q2: 38,707 shares; 2025Q3: 39,020 shares; 2025Q4: 39,357 shares 39,357 $2.31M 0.08% +337 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 4,205 shares; 2025Q1: 4,393 shares; 2025Q2: 4,518 shares; 2025Q3: 4,668 shares; 2025Q4: 4,401 shares 4,401 $2.3M 0.08% -267 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: 20,395 shares; 2024Q4: 20,257 shares; 2025Q1: 20,872 shares; 2025Q2: 20,699 shares; 2025Q3: 19,963 shares; 2025Q4: 19,490 shares 19,490 $2.27M 0.08% -473 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,847 shares; 2025Q2: 17,483 shares; 2025Q3: 16,026 shares; 2025Q4: 24,476 shares 24,476 $2.25M 0.08% +8,450 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,923 shares; 2025Q1: 2,303 shares; 2025Q2: 2,805 shares; 2025Q3: 3,109 shares; 2025Q4: 14,495 shares 14,495 $2.22M 0.08% +11,386 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: 10,190 shares; 2024Q4: 17,454 shares; 2025Q1: 43,055 shares; 2025Q2: 38,042 shares; 2025Q3: 40,751 shares; 2025Q4: 46,433 shares 46,433 $2.18M 0.08% +5,682 Timeline VANGUARD TAX MGD CAP AP-INST VANGUARD TAX MGD CAP AP-INST More: the full row for VANGUARD TAX MGD CAP AP-INST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,298 shares 12,298 $2.15M 0.08% new KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,045 shares; 2024Q4: 65,631 shares; 2025Q1: 59,725 shares; 2025Q2: 70,420 shares; 2025Q3: 71,490 shares; 2025Q4: 78,108 shares 78,108 $2.15M 0.08% +6,618 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 8,303 shares; 2025Q1: 8,659 shares; 2025Q2: 8,659 shares; 2025Q3: 11,920 shares; 2025Q4: 13,111 shares 13,111 $2.12M 0.07% +1,191 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: 10,870 shares; 2024Q4: 11,787 shares; 2025Q1: 12,357 shares; 2025Q2: 12,524 shares; 2025Q3: 12,536 shares; 2025Q4: 12,963 shares 12,963 $2.11M 0.07% +427 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: 28,212 shares; 2024Q4: 25,869 shares; 2025Q1: 27,191 shares; 2025Q2: 22,729 shares; 2025Q3: 22,690 shares; 2025Q4: 21,692 shares 21,692 $2.08M 0.07% -998 Timeline VANGUARD EXT MKT INDX-INST VANGUARD EXT MKT INDX-INST More: the full row for VANGUARD EXT MKT INDX-INST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,303 shares 5,303 $2.08M 0.07% new 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: 304 shares; 2024Q4: 337 shares; 2025Q1: 395 shares; 2025Q2: 384 shares; 2025Q3: 376 shares; 2025Q4: 387 shares 387 $2.07M 0.07% +11 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: 12,862 shares; 2024Q4: 11,794 shares; 2025Q1: 13,299 shares; 2025Q2: 12,763 shares; 2025Q3: 13,535 shares; 2025Q4: 16,859 shares 16,859 $2.07M 0.07% +3,324 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,381 shares; 2024Q4: 54,968 shares; 2025Q1: 60,769 shares; 2025Q2: 64,125 shares; 2025Q3: 68,524 shares; 2025Q4: 68,667 shares 68,667 $2.05M 0.07% +143 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,990 shares; 2025Q1: 6,219 shares; 2025Q2: 6,502 shares; 2025Q3: 8,318 shares; 2025Q4: 8,951 shares 8,951 $2.05M 0.07% +633 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: 7,872 shares; 2024Q4: 7,945 shares; 2025Q1: 7,699 shares; 2025Q2: 7,207 shares; 2025Q3: 6,589 shares; 2025Q4: 6,206 shares 6,206 $2M 0.07% -383 Timeline VANGUARD BALANCED INDEX-INS VANGUARD BALANCED INDEX-INS More: the full row for VANGUARD BALANCED INDEX-INS 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: 38,104 shares 38,104 $1.97M 0.07% new 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: 4,264 shares; 2024Q4: 4,297 shares; 2025Q1: 5,104 shares; 2025Q2: 5,866 shares; 2025Q3: 7,085 shares; 2025Q4: 7,573 shares 7,573 $1.94M 0.07% +488 Timeline VANGUARD WNDSR AD II VANGUARD WNDSR AD II More: the full row for VANGUARD WNDSR AD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,828 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,041 shares 23,041 $1.92M 0.07% new AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,546 shares; 2025Q1: not reported; 2025Q2: 21,500 shares; 2025Q3: not reported; 2025Q4: 23,219 shares 23,219 $1.91M 0.07% new 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: 3,505 shares; 2024Q4: 3,805 shares; 2025Q1: 4,013 shares; 2025Q2: 3,922 shares; 2025Q3: 3,955 shares; 2025Q4: 3,854 shares 3,854 $1.89M 0.07% -101 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: 5,332 shares; 2024Q4: 5,510 shares; 2025Q1: 5,864 shares; 2025Q2: 5,773 shares; 2025Q3: 5,802 shares; 2025Q4: 6,083 shares 6,083 $1.89M 0.07% +281 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: 7,264 shares; 2024Q4: 7,778 shares; 2025Q1: 7,766 shares; 2025Q2: 6,700 shares; 2025Q3: 6,868 shares; 2025Q4: 6,908 shares 6,908 $1.89M 0.07% +40 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: 16,343 shares; 2024Q4: 11,747 shares; 2025Q1: 13,517 shares; 2025Q2: 13,948 shares; 2025Q3: 14,352 shares; 2025Q4: 14,647 shares 14,647 $1.87M 0.07% +295 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,452 shares; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares; 2025Q4: 6,735 shares 6,735 $1.87M 0.07% +2,761 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: 14,004 shares; 2024Q4: 19,420 shares; 2025Q1: 19,239 shares; 2025Q2: 31,258 shares; 2025Q3: 31,361 shares; 2025Q4: 31,500 shares 31,500 $1.82M 0.06% +139 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,860 shares; 2024Q4: 5,992 shares; 2025Q1: 6,754 shares; 2025Q2: 6,766 shares; 2025Q3: 7,383 shares; 2025Q4: 15,015 shares 15,015 $1.79M 0.06% +7,632 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: 12,688 shares; 2024Q4: 14,196 shares; 2025Q1: 20,727 shares; 2025Q2: 21,168 shares; 2025Q3: 23,018 shares; 2025Q4: 22,968 shares 22,968 $1.76M 0.06% -50 Timeline VANGUARD MID CAP INDEX-INST VANGUARD MID CAP INDEX-INST More: the full row for VANGUARD MID CAP INDEX-INST 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: 4,486 shares 4,486 $1.76M 0.06% new 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: 23,500 shares; 2024Q4: 26,676 shares; 2025Q1: 29,337 shares; 2025Q2: 34,378 shares; 2025Q3: 52,534 shares; 2025Q4: 45,706 shares 45,706 $1.75M 0.06% -6,828 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: 4,640 shares; 2024Q4: 5,113 shares; 2025Q1: 5,974 shares; 2025Q2: 6,744 shares; 2025Q3: 7,288 shares; 2025Q4: 7,038 shares 7,038 $1.74M 0.06% -250 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: 2,590 shares; 2024Q4: 5,942 shares; 2025Q1: 11,331 shares; 2025Q2: 11,147 shares; 2025Q3: 12,362 shares; 2025Q4: 15,239 shares 15,239 $1.74M 0.06% +2,877 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: 4,493 shares; 2024Q4: 5,211 shares; 2025Q1: 6,118 shares; 2025Q2: 6,712 shares; 2025Q3: 7,929 shares; 2025Q4: 6,745 shares 6,745 $1.74M 0.06% -1,184 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,165 shares 6,165 $1.72M 0.06% new 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: 27,126 shares; 2024Q4: 25,574 shares; 2025Q1: 24,770 shares; 2025Q2: 24,379 shares; 2025Q3: 25,394 shares; 2025Q4: 26,989 shares 26,989 $1.72M 0.06% +1,595 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,957 shares; 2025Q2: 9,490 shares; 2025Q3: 9,506 shares; 2025Q4: 8,584 shares 8,584 $1.71M 0.06% -922 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: not reported; 2024Q4: 1,205 shares; 2025Q1: not reported; 2025Q2: 8,594 shares; 2025Q3: 8,161 shares; 2025Q4: 8,186 shares 8,186 $1.71M 0.06% +25 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,092 shares; 2024Q4: 30,633 shares; 2025Q1: 27,770 shares; 2025Q2: 21,734 shares; 2025Q3: 22,244 shares; 2025Q4: 21,852 shares 21,852 $1.69M 0.06% -392 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 8,874 shares; 2025Q1: 9,995 shares; 2025Q2: 10,465 shares; 2025Q3: 10,230 shares; 2025Q4: 10,287 shares 10,287 $1.67M 0.06% +57 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: 2,805 shares; 2024Q4: 3,225 shares; 2025Q1: 12,247 shares; 2025Q2: 12,184 shares; 2025Q3: 12,125 shares; 2025Q4: 12,124 shares 12,124 $1.66M 0.06% -1 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,437 shares; 2024Q4: 26,093 shares; 2025Q1: 24,990 shares; 2025Q2: 25,310 shares; 2025Q3: 21,341 shares; 2025Q4: 19,361 shares 19,361 $1.66M 0.06% -1,980 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,890 shares; 2024Q4: 46,766 shares; 2025Q1: 44,835 shares; 2025Q2: 30,213 shares; 2025Q3: 41,760 shares; 2025Q4: 41,781 shares 41,781 $1.65M 0.06% +21 Timeline VAN WELLINGTON ADM #571 VAN WELLINGTON ADM #571 More: the full row for VAN WELLINGTON ADM #571 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,514 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,135 shares 21,135 $1.63M 0.06% new APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 594 shares; 2025Q3: 2,316 shares; 2025Q4: 2,418 shares 2,418 $1.63M 0.06% +102 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: 942 shares; 2024Q4: 927 shares; 2025Q1: 1,880 shares; 2025Q2: 4,268 shares; 2025Q3: 4,301 shares; 2025Q4: 4,301 shares 4,301 $1.61M 0.06% 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: 5,382 shares; 2024Q4: 5,883 shares; 2025Q1: 10,780 shares; 2025Q2: 12,653 shares; 2025Q3: 13,462 shares; 2025Q4: 13,712 shares 13,712 $1.58M 0.06% +250 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: 11,412 shares; 2024Q4: 11,711 shares; 2025Q1: 13,028 shares; 2025Q2: 11,503 shares; 2025Q3: 11,691 shares; 2025Q4: 11,688 shares 11,688 $1.55M 0.05% -3 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: 56,250 shares; 2024Q4: 39,272 shares; 2025Q1: 39,923 shares; 2025Q2: 41,987 shares; 2025Q3: 46,487 shares; 2025Q4: 41,638 shares 41,638 $1.54M 0.05% -4,849 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,480 shares; 2025Q3: 12,580 shares; 2025Q4: 12,580 shares 12,580 $1.52M 0.05% 0 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: 6,684 shares; 2024Q4: 6,814 shares; 2025Q1: 7,275 shares; 2025Q2: 7,000 shares; 2025Q3: 7,255 shares; 2025Q4: 6,678 shares 6,678 $1.52M 0.05% -577 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,529 shares; 2025Q1: 1,662 shares; 2025Q2: 1,667 shares; 2025Q3: 1,742 shares; 2025Q4: 1,722 shares 1,722 $1.51M 0.05% -20 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,161 shares; 2024Q4: 23,856 shares; 2025Q1: 23,605 shares; 2025Q2: 21,224 shares; 2025Q3: 28,818 shares; 2025Q4: 27,917 shares 27,917 $1.5M 0.05% -901 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: not reported; 2024Q4: 1,150 shares; 2025Q1: 1,254 shares; 2025Q2: 3,165 shares; 2025Q3: 4,138 shares; 2025Q4: 3,738 shares 3,738 $1.48M 0.05% -400 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: 11,124 shares; 2024Q4: 10,695 shares; 2025Q1: 10,854 shares; 2025Q2: 9,815 shares; 2025Q3: 8,768 shares; 2025Q4: 8,359 shares 8,359 $1.47M 0.05% -409 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: 18,248 shares; 2024Q4: 17,777 shares; 2025Q1: 19,034 shares; 2025Q2: 28,016 shares; 2025Q3: 27,213 shares; 2025Q4: 26,236 shares 26,236 $1.41M 0.05% -977 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: 8,828 shares; 2024Q4: 8,881 shares; 2025Q1: 12,851 shares; 2025Q2: 10,156 shares; 2025Q3: 10,951 shares; 2025Q4: 11,679 shares 11,679 $1.4M 0.05% +728 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,397 shares; 2025Q1: 10,751 shares; 2025Q2: 10,721 shares; 2025Q3: 10,525 shares; 2025Q4: 10,288 shares 10,288 $1.4M 0.05% -237 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 3,028 shares; 2025Q1: 4,665 shares; 2025Q2: 4,563 shares; 2025Q3: 4,763 shares; 2025Q4: 4,713 shares 4,713 $1.4M 0.05% -50 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 8,146 shares; 2025Q1: 8,459 shares; 2025Q2: 8,390 shares; 2025Q3: 8,649 shares; 2025Q4: 9,020 shares 9,020 $1.39M 0.05% +371 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,537 shares; 2025Q1: 6,025 shares; 2025Q2: 6,195 shares; 2025Q3: 6,334 shares; 2025Q4: 6,290 shares 6,290 $1.38M 0.05% -44 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: 14,271 shares; 2024Q4: 10,491 shares; 2025Q1: 12,896 shares; 2025Q2: 8,596 shares; 2025Q3: 7,682 shares; 2025Q4: 7,623 shares 7,623 $1.38M 0.05% -59 Timeline VTSAX VNGD MRNGST TS MK IDX FD-ADM More: the full row for VNGD MRNGST TS MK IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,213 shares; 2025Q1: not reported; 2025Q2: 47,882 shares; 2025Q3: 45,211 shares; 2025Q4: 8,207 shares 8,207 $1.34M 0.05% -37,004 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,003 shares; 2024Q4: 6,531 shares; 2025Q1: 7,246 shares; 2025Q2: 14,899 shares; 2025Q3: 14,924 shares; 2025Q4: 31,312 shares 31,312 $1.34M 0.05% +16,388 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: 7,374 shares; 2024Q4: 7,400 shares; 2025Q1: 7,940 shares; 2025Q2: 7,262 shares; 2025Q3: 7,162 shares; 2025Q4: 8,897 shares 8,897 $1.28M 0.04% +1,735 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: 504 shares; 2024Q4: 1,099 shares; 2025Q1: 1,357 shares; 2025Q2: 1,511 shares; 2025Q3: 1,561 shares; 2025Q4: 1,650 shares 1,650 $1.27M 0.04% +89 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: 3,580 shares; 2024Q4: 3,685 shares; 2025Q1: 4,631 shares; 2025Q2: 4,917 shares; 2025Q3: 4,651 shares; 2025Q4: 4,375 shares 4,375 $1.26M 0.04% -276 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: 11,439 shares; 2024Q4: 13,925 shares; 2025Q1: 15,765 shares; 2025Q2: 14,953 shares; 2025Q3: 11,863 shares; 2025Q4: 11,445 shares 11,445 $1.26M 0.04% -418 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,526 shares; 2024Q4: 7,100 shares; 2025Q1: 8,764 shares; 2025Q2: 9,351 shares; 2025Q3: 9,712 shares; 2025Q4: 10,645 shares 10,645 $1.25M 0.04% +933 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: 4,857 shares; 2024Q4: 5,066 shares; 2025Q1: 5,340 shares; 2025Q2: 5,534 shares; 2025Q3: 5,570 shares; 2025Q4: 5,055 shares 5,055 $1.25M 0.04% -515 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: 2,206 shares; 2024Q4: 2,353 shares; 2025Q1: 3,898 shares; 2025Q2: 3,925 shares; 2025Q3: 3,508 shares; 2025Q4: 3,546 shares 3,546 $1.24M 0.04% +38 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: 55,715 shares; 2024Q4: 37,288 shares; 2025Q1: 39,033 shares; 2025Q2: 44,035 shares; 2025Q3: 34,533 shares; 2025Q4: 34,030 shares 34,030 $1.23M 0.04% -503 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: 22,710 shares; 2024Q4: 22,458 shares; 2025Q1: 21,439 shares; 2025Q2: 14,065 shares; 2025Q3: 14,137 shares; 2025Q4: 13,878 shares 13,878 $1.23M 0.04% -259 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 8,812 shares; 2025Q1: 4,188 shares; 2025Q2: 4,654 shares; 2025Q3: 8,000 shares; 2025Q4: 11,060 shares 11,060 $1.22M 0.04% +3,060 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: 10,347 shares; 2024Q4: 10,347 shares; 2025Q1: 10,697 shares; 2025Q2: 16,597 shares; 2025Q3: 17,642 shares; 2025Q4: 18,707 shares 18,707 $1.21M 0.04% +1,065 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: 2,944 shares; 2024Q4: 3,602 shares; 2025Q1: 5,389 shares; 2025Q2: 7,100 shares; 2025Q3: 8,521 shares; 2025Q4: 8,675 shares 8,675 $1.2M 0.04% +154 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: 6,309 shares; 2024Q4: 6,574 shares; 2025Q1: 7,909 shares; 2025Q2: 9,116 shares; 2025Q3: 9,966 shares; 2025Q4: 11,312 shares 11,312 $1.19M 0.04% +1,346 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: 13,922 shares; 2024Q4: 11,816 shares; 2025Q1: 12,029 shares; 2025Q2: 12,540 shares; 2025Q3: 12,861 shares; 2025Q4: 11,891 shares 11,891 $1.19M 0.04% -970 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,425 shares; 2025Q1: 12,480 shares; 2025Q2: 9,129 shares; 2025Q3: 13,407 shares; 2025Q4: 20,132 shares 20,132 $1.17M 0.04% +6,725 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 8,902 shares; 2025Q3: 18,846 shares; 2025Q4: 41,323 shares 41,323 $1.16M 0.04% +22,477 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: 3,450 shares; 2024Q4: 3,914 shares; 2025Q1: 4,077 shares; 2025Q2: 4,053 shares; 2025Q3: 4,093 shares; 2025Q4: 3,997 shares 3,997 $1.16M 0.04% -96 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,454 shares; 2024Q4: 3,531 shares; 2025Q1: 4,201 shares; 2025Q2: 4,457 shares; 2025Q3: 4,399 shares; 2025Q4: 3,577 shares 3,577 $1.16M 0.04% -822 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,742 shares; 2025Q1: 4,758 shares; 2025Q2: 4,777 shares; 2025Q3: 4,889 shares; 2025Q4: 4,852 shares 4,852 $1.13M 0.04% -37 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: 15,291 shares; 2024Q4: 22,104 shares; 2025Q1: 24,977 shares; 2025Q2: 28,299 shares; 2025Q3: 23,476 shares; 2025Q4: 23,036 shares 23,036 $1.13M 0.04% -440 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 3,113 shares; 2025Q1: 3,637 shares; 2025Q2: 3,211 shares; 2025Q3: 2,965 shares; 2025Q4: 2,925 shares 2,925 $1.12M 0.04% -40 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: 3,096 shares; 2024Q4: 3,069 shares; 2025Q1: 3,204 shares; 2025Q2: 3,931 shares; 2025Q3: 3,920 shares; 2025Q4: 3,861 shares 3,861 $1.11M 0.04% -59 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,746 shares; 2024Q4: 13,767 shares; 2025Q1: 15,549 shares; 2025Q2: 14,707 shares; 2025Q3: 11,548 shares; 2025Q4: 11,178 shares 11,178 $1.11M 0.04% -370 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: 18,581 shares; 2024Q4: 18,758 shares; 2025Q1: 17,623 shares; 2025Q2: 16,630 shares; 2025Q3: 14,178 shares; 2025Q4: 13,571 shares 13,571 $1.1M 0.04% -607 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: 4,035 shares; 2024Q4: 3,980 shares; 2025Q1: 3,977 shares; 2025Q2: 6,202 shares; 2025Q3: 8,720 shares; 2025Q4: 10,650 shares 10,650 $1.09M 0.04% +1,930 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 16,179 shares; 2025Q1: 22,923 shares; 2025Q2: 23,297 shares; 2025Q3: 22,285 shares; 2025Q4: 18,665 shares 18,665 $1.09M 0.04% -3,620 Timeline SMMD 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: 6,957 shares; 2024Q4: 11,591 shares; 2025Q1: 14,895 shares; 2025Q2: 12,498 shares; 2025Q3: 14,462 shares; 2025Q4: 14,513 shares 14,513 $1.09M 0.04% +51 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 891 shares; 2025Q1: 1,607 shares; 2025Q2: 2,009 shares; 2025Q3: 2,044 shares; 2025Q4: 2,293 shares 2,293 $1.07M 0.04% +249 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: 3,025 shares; 2024Q4: 3,546 shares; 2025Q1: 4,159 shares; 2025Q2: 4,015 shares; 2025Q3: 4,092 shares; 2025Q4: 4,025 shares 4,025 $1.06M 0.04% -67 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: 4,727 shares; 2024Q4: 6,435 shares; 2025Q1: 7,181 shares; 2025Q2: 6,260 shares; 2025Q3: 6,100 shares; 2025Q4: 5,643 shares 5,643 $1.05M 0.04% -457 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: 5,249 shares; 2024Q4: 5,490 shares; 2025Q1: 7,308 shares; 2025Q2: 6,843 shares; 2025Q3: 8,062 shares; 2025Q4: 8,110 shares 8,110 $1.05M 0.04% +48 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 1,324 shares; 2025Q1: 1,738 shares; 2025Q2: 1,727 shares; 2025Q3: 1,839 shares; 2025Q4: 1,831 shares 1,831 $1.04M 0.04% -8 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,298 shares; 2025Q1: 1,415 shares; 2025Q2: 1,332 shares; 2025Q3: 3,301 shares; 2025Q4: 4,310 shares 4,310 $1.04M 0.04% +1,009 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,152 shares; 2024Q4: 43,321 shares; 2025Q1: 43,537 shares; 2025Q2: 45,212 shares; 2025Q3: 48,837 shares; 2025Q4: 59,951 shares 59,951 $1.03M 0.04% +11,114 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: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares 7,300 $1.03M 0.04% 0 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: 10,140 shares; 2024Q4: 10,055 shares; 2025Q1: 10,055 shares; 2025Q2: 10,014 shares; 2025Q3: 10,008 shares; 2025Q4: 9,896 shares 9,896 $1.03M 0.04% -112 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: 722 shares; 2024Q4: 846 shares; 2025Q1: 872 shares; 2025Q2: 929 shares; 2025Q3: 960 shares; 2025Q4: 1,216 shares 1,216 $997K 0.03% +256 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 3,281 shares; 2025Q1: 4,213 shares; 2025Q2: 2,872 shares; 2025Q3: 7,581 shares; 2025Q4: 7,174 shares 7,174 $990K 0.03% -407 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: 2,437 shares; 2024Q4: 5,676 shares; 2025Q1: 8,772 shares; 2025Q2: 10,500 shares; 2025Q3: 10,512 shares; 2025Q4: 10,634 shares 10,634 $983K 0.03% +122 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: 28,632 shares; 2024Q4: 22,513 shares; 2025Q1: 19,145 shares; 2025Q2: 20,384 shares; 2025Q3: 19,518 shares; 2025Q4: 19,329 shares 19,329 $982K 0.03% -189 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,408 shares; 2024Q4: 14,309 shares; 2025Q1: 14,863 shares; 2025Q2: 11,275 shares; 2025Q3: not reported; 2025Q4: 12,687 shares 12,687 $977K 0.03% new 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: 20,084 shares; 2024Q4: 20,030 shares; 2025Q1: 20,323 shares; 2025Q2: 19,417 shares; 2025Q3: 19,784 shares; 2025Q4: 18,151 shares 18,151 $969K 0.03% -1,633 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: 2,193 shares; 2024Q4: 2,191 shares; 2025Q1: 2,271 shares; 2025Q2: 2,451 shares; 2025Q3: 3,962 shares; 2025Q4: 4,545 shares 4,545 $963K 0.03% +583 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: 5,674 shares; 2024Q4: 5,600 shares; 2025Q1: 5,619 shares; 2025Q2: 5,509 shares; 2025Q3: 5,246 shares; 2025Q4: 4,624 shares 4,624 $962K 0.03% -622 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: 14,134 shares; 2024Q4: 20,257 shares; 2025Q1: 20,409 shares; 2025Q2: 19,902 shares; 2025Q3: 19,694 shares; 2025Q4: 20,119 shares 20,119 $962K 0.03% +425 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,631 shares; 2025Q1: 2,243 shares; 2025Q2: 2,182 shares; 2025Q3: 2,376 shares; 2025Q4: 2,269 shares 2,269 $958K 0.03% -107 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,942 shares; 2024Q4: 10,085 shares; 2025Q1: 10,733 shares; 2025Q2: 10,732 shares; 2025Q3: 11,434 shares; 2025Q4: 10,960 shares 10,960 $956K 0.03% -474 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: 4,871 shares; 2024Q4: 4,614 shares; 2025Q1: 4,820 shares; 2025Q2: 4,452 shares; 2025Q3: 4,761 shares; 2025Q4: 4,645 shares 4,645 $952K 0.03% -116 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: 5,214 shares; 2024Q4: 5,278 shares; 2025Q1: 6,244 shares; 2025Q2: 6,555 shares; 2025Q3: 6,531 shares; 2025Q4: 6,279 shares 6,279 $950K 0.03% -252 Timeline VANGUARD GROWTH INDEX-INST VANGUARD GROWTH INDEX-INST More: the full row for VANGUARD GROWTH INDEX-INST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,728 shares 3,728 $936K 0.03% new KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 7,538 shares; 2025Q1: 7,877 shares; 2025Q2: 7,745 shares; 2025Q3: 7,708 shares; 2025Q4: 7,309 shares 7,309 $932K 0.03% -399 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: 4,389 shares; 2024Q4: 4,767 shares; 2025Q1: 4,719 shares; 2025Q2: 4,240 shares; 2025Q3: 4,140 shares; 2025Q4: 4,048 shares 4,048 $921K 0.03% -92 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 5,280 shares; 2025Q1: 5,199 shares; 2025Q2: 5,153 shares; 2025Q3: 5,153 shares; 2025Q4: 6,156 shares 6,156 $917K 0.03% +1,003 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: 8,743 shares; 2024Q4: 7,426 shares; 2025Q1: 8,521 shares; 2025Q2: 9,323 shares; 2025Q3: 12,713 shares; 2025Q4: 7,254 shares 7,254 $913K 0.03% -5,459 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,693 shares; 2024Q4: 11,167 shares; 2025Q1: 12,768 shares; 2025Q2: 11,637 shares; 2025Q3: 11,607 shares; 2025Q4: 11,412 shares 11,412 $901K 0.03% -195 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,360 shares; 2025Q1: 2,461 shares; 2025Q2: 2,458 shares; 2025Q3: 3,282 shares; 2025Q4: 3,217 shares 3,217 $897K 0.03% -65 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: 17,754 shares; 2024Q4: 17,858 shares; 2025Q1: 16,413 shares; 2025Q2: 10,354 shares; 2025Q3: 10,228 shares; 2025Q4: 10,022 shares 10,022 $885K 0.03% -206 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 3,547 shares; 2025Q1: 5,173 shares; 2025Q2: 4,987 shares; 2025Q3: 4,804 shares; 2025Q4: 4,772 shares 4,772 $880K 0.03% -32 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: 1,752 shares; 2024Q4: 1,958 shares; 2025Q1: 2,563 shares; 2025Q2: 2,476 shares; 2025Q3: 2,644 shares; 2025Q4: 2,596 shares 2,596 $877K 0.03% -48 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,590 shares; 2025Q1: 1,626 shares; 2025Q2: 1,624 shares; 2025Q3: 2,800 shares; 2025Q4: 3,175 shares 3,175 $874K 0.03% +375 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,327 shares; 2025Q3: 2,357 shares; 2025Q4: 2,362 shares 2,362 $871K 0.03% +5 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: 8,239 shares; 2024Q4: 8,761 shares; 2025Q1: 8,914 shares; 2025Q2: 10,164 shares; 2025Q3: 10,757 shares; 2025Q4: 11,763 shares 11,763 $865K 0.03% +1,006 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: 159 shares; 2024Q4: 249 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 249 shares; 2025Q4: 253 shares 253 $858K 0.03% +4 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: not reported; 2024Q4: 2,569 shares; 2025Q1: 3,960 shares; 2025Q2: 4,244 shares; 2025Q3: 4,418 shares; 2025Q4: 5,266 shares 5,266 $848K 0.03% +848 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: 9,495 shares; 2024Q4: 10,767 shares; 2025Q1: 11,575 shares; 2025Q2: 11,806 shares; 2025Q3: 12,148 shares; 2025Q4: 10,725 shares 10,725 $847K 0.03% -1,423 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 8,168 shares; 2025Q1: 7,251 shares; 2025Q2: 7,672 shares; 2025Q3: 7,662 shares; 2025Q4: 7,505 shares 7,505 $847K 0.03% -157 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 4,058 shares; 2025Q1: 4,384 shares; 2025Q2: 4,261 shares; 2025Q3: 4,175 shares; 2025Q4: 4,090 shares 4,090 $840K 0.03% -85 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,547 shares; 2024Q4: 11,069 shares; 2025Q1: 12,578 shares; 2025Q2: 10,869 shares; 2025Q3: 10,840 shares; 2025Q4: 10,398 shares 10,398 $825K 0.03% -442 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: 885 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,487 shares; 2025Q4: 3,249 shares 3,249 $824K 0.03% +762 Timeline Vanguard Emerging Mkts Stk … Vanguard Emerging Mkts Stk Ind More: the full row for Vanguard Emerging Mkts Stk Ind 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: 24,121 shares 24,121 $818K 0.03% new ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,360 shares; 2024Q4: 35,360 shares; 2025Q1: 35,360 shares; 2025Q2: 35,360 shares; 2025Q3: 35,360 shares; 2025Q4: 35,360 shares 35,360 $816K 0.03% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 4,296 shares; 2025Q1: 4,311 shares; 2025Q2: 4,327 shares; 2025Q3: 4,447 shares; 2025Q4: 4,404 shares 4,404 $813K 0.03% -43 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,370 shares; 2024Q4: 13,070 shares; 2025Q1: 13,070 shares; 2025Q2: 13,070 shares; 2025Q3: 13,070 shares; 2025Q4: 13,070 shares 13,070 $812K 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,567 shares; 2024Q4: 14,384 shares; 2025Q1: 15,456 shares; 2025Q2: 14,914 shares; 2025Q3: 15,695 shares; 2025Q4: 14,350 shares 14,350 $809K 0.03% -1,345 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: 2,699 shares; 2025Q1: 2,768 shares; 2025Q2: 4,248 shares; 2025Q3: 4,333 shares; 2025Q4: 4,332 shares 4,332 $788K 0.03% -1 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: 4,766 shares; 2024Q4: 4,828 shares; 2025Q1: 4,754 shares; 2025Q2: 15,043 shares; 2025Q3: 10,392 shares; 2025Q4: 10,694 shares 10,694 $786K 0.03% +302 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: 11,090 shares; 2024Q4: 9,132 shares; 2025Q1: 8,986 shares; 2025Q2: 8,549 shares; 2025Q3: 8,554 shares; 2025Q4: 7,965 shares 7,965 $779K 0.03% -589 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: 997 shares; 2024Q4: 1,227 shares; 2025Q1: 1,834 shares; 2025Q2: 1,826 shares; 2025Q3: 1,800 shares; 2025Q4: 1,714 shares 1,714 $777K 0.03% -86 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,101 shares; 2024Q4: 10,191 shares; 2025Q1: 10,607 shares; 2025Q2: 11,478 shares; 2025Q3: 11,742 shares; 2025Q4: 11,512 shares 11,512 $772K 0.03% -230 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,367 shares; 2025Q1: 1,369 shares; 2025Q2: 1,374 shares; 2025Q3: 1,387 shares; 2025Q4: 1,388 shares 1,388 $765K 0.03% +1 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: 1,354 shares; 2024Q4: 1,340 shares; 2025Q1: 1,472 shares; 2025Q2: 1,407 shares; 2025Q3: 1,723 shares; 2025Q4: 1,596 shares 1,596 $750K 0.03% -127 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: 4,180 shares; 2024Q4: 2,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,026 shares; 2025Q4: 5,966 shares 5,966 $745K 0.03% +3,940 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,754 shares; 2024Q4: 4,837 shares; 2025Q1: 3,903 shares; 2025Q2: 3,848 shares; 2025Q3: 3,713 shares; 2025Q4: 3,637 shares 3,637 $743K 0.03% -76 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,639 shares; 2025Q1: 3,801 shares; 2025Q2: 3,703 shares; 2025Q3: 3,910 shares; 2025Q4: 3,938 shares 3,938 $729K 0.03% +28 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: 4,972 shares; 2024Q4: 5,779 shares; 2025Q1: 6,000 shares; 2025Q2: 6,244 shares; 2025Q3: 7,610 shares; 2025Q4: 7,616 shares 7,616 $717K 0.03% +6 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: 4,021 shares; 2024Q4: 3,808 shares; 2025Q1: 3,829 shares; 2025Q2: 3,761 shares; 2025Q3: 3,890 shares; 2025Q4: 3,764 shares 3,764 $708K 0.02% -126 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: 2,932 shares; 2024Q4: 16,418 shares; 2025Q1: 14,604 shares; 2025Q2: 13,940 shares; 2025Q3: 14,084 shares; 2025Q4: 14,143 shares 14,143 $707K 0.02% +59 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: 2,819 shares; 2024Q4: 2,843 shares; 2025Q1: 2,862 shares; 2025Q2: 2,741 shares; 2025Q3: 3,028 shares; 2025Q4: 2,731 shares 2,731 $707K 0.02% -297 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 3,625 shares; 2025Q1: 3,732 shares; 2025Q2: 3,326 shares; 2025Q3: 3,417 shares; 2025Q4: 4,360 shares 4,360 $705K 0.02% +943 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: 5,628 shares; 2024Q4: 5,576 shares; 2025Q1: 6,419 shares; 2025Q2: 6,591 shares; 2025Q3: 6,565 shares; 2025Q4: 6,276 shares 6,276 $704K 0.02% -289 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,503 shares; 2025Q1: 1,563 shares; 2025Q2: 1,516 shares; 2025Q3: 1,481 shares; 2025Q4: 1,376 shares 1,376 $703K 0.02% -105 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,914 shares; 2025Q1: 1,981 shares; 2025Q2: 1,939 shares; 2025Q3: 2,079 shares; 2025Q4: 1,990 shares 1,990 $702K 0.02% -89 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,743 shares; 2025Q1: 4,748 shares; 2025Q2: 4,751 shares; 2025Q3: 4,741 shares; 2025Q4: 4,717 shares 4,717 $701K 0.02% -24 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: 757 shares; 2024Q4: 776 shares; 2025Q1: 917 shares; 2025Q2: 913 shares; 2025Q3: 908 shares; 2025Q4: 863 shares 863 $698K 0.02% -45 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: 2,767 shares; 2024Q4: 3,916 shares; 2025Q1: 6,890 shares; 2025Q2: 6,739 shares; 2025Q3: 7,349 shares; 2025Q4: 7,182 shares 7,182 $698K 0.02% -167 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 7,440 shares; 2025Q4: 7,440 shares 7,440 $689K 0.02% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,457 shares; 2025Q1: 1,827 shares; 2025Q2: 1,904 shares; 2025Q3: 2,569 shares; 2025Q4: 3,069 shares 3,069 $687K 0.02% +500 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: 1,932 shares; 2024Q4: 2,563 shares; 2025Q1: 3,105 shares; 2025Q2: 3,092 shares; 2025Q3: 3,033 shares; 2025Q4: 3,140 shares 3,140 $682K 0.02% +107 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,598 shares; 2025Q1: 2,604 shares; 2025Q2: 2,609 shares; 2025Q3: 2,638 shares; 2025Q4: 3,059 shares 3,059 $680K 0.02% +421 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 2,832 shares; 2025Q1: 3,735 shares; 2025Q2: 3,635 shares; 2025Q3: 3,625 shares; 2025Q4: 4,388 shares 4,388 $679K 0.02% +763 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,085 shares; 2025Q1: 2,304 shares; 2025Q2: 2,250 shares; 2025Q3: 2,256 shares; 2025Q4: 2,117 shares 2,117 $677K 0.02% -139 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: 2,168 shares; 2024Q4: 2,135 shares; 2025Q1: 2,022 shares; 2025Q2: 1,677 shares; 2025Q3: 2,360 shares; 2025Q4: 1,515 shares 1,515 $675K 0.02% -845 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: 4,595 shares; 2024Q4: 4,801 shares; 2025Q1: 4,678 shares; 2025Q2: 4,875 shares; 2025Q3: 9,432 shares; 2025Q4: 6,642 shares 6,642 $670K 0.02% -2,790 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY 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: 8,165 shares; 2025Q4: 11,320 shares 11,320 $665K 0.02% +3,155 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: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,177 shares; 2025Q2: 2,181 shares; 2025Q3: 2,091 shares; 2025Q4: 2,097 shares 2,097 $660K 0.02% +6 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: 1,104 shares; 2024Q4: 1,184 shares; 2025Q1: 1,280 shares; 2025Q2: 1,064 shares; 2025Q3: 1,107 shares; 2025Q4: 857 shares 857 $657K 0.02% -250 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,034 shares; 2025Q2: 6,285 shares; 2025Q3: 7,014 shares; 2025Q4: 7,488 shares 7,488 $656K 0.02% +474 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 8,952 shares; 2025Q1: 8,983 shares; 2025Q2: 9,019 shares; 2025Q3: 9,115 shares; 2025Q4: 9,725 shares 9,725 $652K 0.02% +610 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,014 shares; 2025Q1: 2,564 shares; 2025Q2: 3,120 shares; 2025Q3: 3,113 shares; 2025Q4: 4,620 shares 4,620 $652K 0.02% +1,507 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,755 shares; 2025Q2: 9,169 shares; 2025Q3: 9,169 shares; 2025Q4: 14,150 shares 14,150 $644K 0.02% +4,981 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: 15,304 shares; 2024Q4: 14,066 shares; 2025Q1: 11,309 shares; 2025Q2: 10,221 shares; 2025Q3: 9,322 shares; 2025Q4: 9,145 shares 9,145 $635K 0.02% -177 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,424 shares; 2025Q1: 5,441 shares; 2025Q2: 5,455 shares; 2025Q3: 5,455 shares; 2025Q4: 6,155 shares 6,155 $633K 0.02% +700 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,225 shares; 2024Q4: 55,038 shares; 2025Q1: 58,219 shares; 2025Q2: 54,263 shares; 2025Q3: 54,898 shares; 2025Q4: 17,105 shares 17,105 $633K 0.02% -37,793 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: 669 shares; 2024Q4: 703 shares; 2025Q1: 700 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 624 shares 624 $630K 0.02% -53 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,443 shares; 2024Q4: 15,931 shares; 2025Q1: 13,871 shares; 2025Q2: 13,604 shares; 2025Q3: 14,898 shares; 2025Q4: 14,409 shares 14,409 $628K 0.02% -489 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,669 shares; 2024Q4: 79,744 shares; 2025Q1: 47,329 shares; 2025Q2: 44,101 shares; 2025Q3: 47,436 shares; 2025Q4: 47,796 shares 47,796 $627K 0.02% +360 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 5,989 shares; 2025Q1: 6,051 shares; 2025Q2: 6,024 shares; 2025Q3: 6,137 shares; 2025Q4: 6,149 shares 6,149 $627K 0.02% +12 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,433 shares; 2024Q4: 15,317 shares; 2025Q1: 14,659 shares; 2025Q2: 16,084 shares; 2025Q3: 13,973 shares; 2025Q4: 13,767 shares 13,767 $627K 0.02% -206 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 2,915 shares; 2025Q1: 3,020 shares; 2025Q2: 1,605 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares 1,406 $625K 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,270 shares; 2025Q4: 5,519 shares 5,519 $624K 0.02% +249 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 3,962 shares; 2025Q1: 4,000 shares; 2025Q2: 4,148 shares; 2025Q3: 3,878 shares; 2025Q4: 3,775 shares 3,775 $616K 0.02% -103 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 7,701 shares; 2025Q1: 7,742 shares; 2025Q2: 8,028 shares; 2025Q3: 7,640 shares; 2025Q4: 7,750 shares 7,750 $614K 0.02% +110 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 496 shares; 2025Q1: 520 shares; 2025Q2: 470 shares; 2025Q3: 479 shares; 2025Q4: 460 shares 460 $612K 0.02% -19 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,713 shares; 2025Q1: 8,408 shares; 2025Q2: 8,444 shares; 2025Q3: 8,472 shares; 2025Q4: 8,504 shares 8,504 $611K 0.02% +32 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: 2,159 shares; 2024Q4: 2,266 shares; 2025Q1: 2,310 shares; 2025Q2: 2,262 shares; 2025Q3: 2,161 shares; 2025Q4: 2,114 shares 2,114 $607K 0.02% -47 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: 835 shares; 2024Q4: 984 shares; 2025Q1: 995 shares; 2025Q2: 901 shares; 2025Q3: 915 shares; 2025Q4: 892 shares 892 $603K 0.02% -23 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,040 shares; 2025Q1: 4,159 shares; 2025Q2: 4,190 shares; 2025Q3: 4,193 shares; 2025Q4: 4,133 shares 4,133 $598K 0.02% -60 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,080 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,101 shares; 2025Q4: 1,052 shares 1,052 $597K 0.02% -49 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,170 shares; 2025Q1: 2,132 shares; 2025Q2: 2,103 shares; 2025Q3: 2,122 shares; 2025Q4: 2,121 shares 2,121 $596K 0.02% -1 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,519 shares; 2024Q4: 18,138 shares; 2025Q1: 19,756 shares; 2025Q2: 18,610 shares; 2025Q3: 20,408 shares; 2025Q4: 20,581 shares 20,581 $593K 0.02% +173 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: 5,279 shares; 2024Q4: 7,374 shares; 2025Q1: 8,105 shares; 2025Q2: 5,855 shares; 2025Q3: 9,512 shares; 2025Q4: 10,744 shares 10,744 $588K 0.02% +1,232 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: not reported; 2024Q4: 6,684 shares; 2025Q1: 9,220 shares; 2025Q2: 3,666 shares; 2025Q3: 4,646 shares; 2025Q4: 4,749 shares 4,749 $585K 0.02% +103 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 4,962 shares; 2025Q1: 6,151 shares; 2025Q2: 6,736 shares; 2025Q3: 6,452 shares; 2025Q4: 6,692 shares 6,692 $583K 0.02% +240 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: 6,306 shares; 2024Q4: 8,135 shares; 2025Q1: 9,535 shares; 2025Q2: 9,265 shares; 2025Q3: 9,181 shares; 2025Q4: 9,320 shares 9,320 $582K 0.02% +139 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 3,348 shares; 2025Q1: 3,462 shares; 2025Q2: 3,487 shares; 2025Q3: 3,385 shares; 2025Q4: 3,615 shares 3,615 $581K 0.02% +230 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: 4,434 shares; 2024Q4: 4,514 shares; 2025Q1: 5,173 shares; 2025Q2: 5,415 shares; 2025Q3: 5,440 shares; 2025Q4: 5,267 shares 5,267 $577K 0.02% -173 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: 1,392 shares; 2024Q4: 1,530 shares; 2025Q1: 1,588 shares; 2025Q2: 1,883 shares; 2025Q3: 2,284 shares; 2025Q4: 2,221 shares 2,221 $576K 0.02% -63 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,916 shares; 2025Q2: 1,921 shares; 2025Q3: 1,898 shares; 2025Q4: 1,902 shares 1,902 $575K 0.02% +4 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,177 shares; 2025Q4: 2,079 shares 2,079 $573K 0.02% -98 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: 1,709 shares; 2024Q4: not reported; 2025Q1: 2,899 shares; 2025Q2: 2,892 shares; 2025Q3: 4,230 shares; 2025Q4: 3,830 shares 3,830 $571K 0.02% -400 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 5,813 shares; 2025Q2: 5,813 shares; 2025Q3: 5,813 shares; 2025Q4: 5,813 shares 5,813 $569K 0.02% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 2,530 shares; 2025Q3: 2,639 shares; 2025Q4: 2,497 shares 2,497 $566K 0.02% -142 Timeline VANGUARD CAP OPPORTUNITY VANGUARD CAP OPPORTUNITY More: the full row for VANGUARD CAP OPPORTUNITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 2,551 shares 2,551 $553K 0.02% +1,304 LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,654 shares; 2024Q4: 10,624 shares; 2025Q1: 11,671 shares; 2025Q2: 4,772 shares; 2025Q3: 5,093 shares; 2025Q4: 5,378 shares 5,378 $553K 0.02% +285 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,726 shares; 2024Q4: 6,833 shares; 2025Q1: 6,968 shares; 2025Q2: 7,106 shares; 2025Q3: 7,209 shares; 2025Q4: 6,929 shares 6,929 $550K 0.02% -280 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: 744 shares; 2024Q4: 854 shares; 2025Q1: 914 shares; 2025Q2: 903 shares; 2025Q3: 941 shares; 2025Q4: 876 shares 876 $545K 0.02% -65 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,285 shares; 2025Q1: 4,415 shares; 2025Q2: 4,165 shares; 2025Q3: 4,068 shares; 2025Q4: 3,930 shares 3,930 $542K 0.02% -138 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 4,002 shares; 2025Q1: 5,041 shares; 2025Q2: 5,043 shares; 2025Q3: 5,273 shares; 2025Q4: 4,437 shares 4,437 $540K 0.02% -836 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: 3,612 shares; 2024Q4: 3,603 shares; 2025Q1: 3,644 shares; 2025Q2: 14,616 shares; 2025Q3: 8,122 shares; 2025Q4: 8,287 shares 8,287 $533K 0.02% +165 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,681 shares; 2025Q1: 1,728 shares; 2025Q2: 1,550 shares; 2025Q3: 1,607 shares; 2025Q4: 1,580 shares 1,580 $532K 0.02% -27 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,098 shares; 2025Q1: 3,215 shares; 2025Q2: 3,126 shares; 2025Q3: 3,036 shares; 2025Q4: 2,945 shares 2,945 $531K 0.02% -91 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 5,839 shares; 2025Q1: 5,860 shares; 2025Q2: 5,876 shares; 2025Q3: 5,890 shares; 2025Q4: 5,889 shares 5,889 $526K 0.02% -1 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,958 shares; 2025Q3: 1,749 shares; 2025Q4: 2,471 shares 2,471 $523K 0.02% +722 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,745 shares; 2025Q4: 11,742 shares 11,742 $523K 0.02% -3 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 4,468 shares; 2025Q1: 4,480 shares; 2025Q2: 4,490 shares; 2025Q3: 4,545 shares; 2025Q4: 4,553 shares 4,553 $523K 0.02% +8 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: 3,139 shares; 2024Q4: 3,246 shares; 2025Q1: 3,924 shares; 2025Q2: 3,815 shares; 2025Q3: 3,812 shares; 2025Q4: 3,624 shares 3,624 $522K 0.02% -188 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,663 shares; 2025Q4: 3,665 shares 3,665 $521K 0.02% +2 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,894 shares; 2025Q1: 5,006 shares; 2025Q2: 5,106 shares; 2025Q3: 4,080 shares; 2025Q4: 3,832 shares 3,832 $520K 0.02% -248 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,789 shares; 2025Q1: 1,793 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,798 shares 1,798 $519K 0.02% +2 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 2,978 shares; 2025Q1: 2,985 shares; 2025Q2: 2,990 shares; 2025Q3: 3,008 shares; 2025Q4: 2,993 shares 2,993 $519K 0.02% -15 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,329 shares; 2025Q1: 3,579 shares; 2025Q2: 3,357 shares; 2025Q3: 3,284 shares; 2025Q4: 3,227 shares 3,227 $518K 0.02% -57 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: 2,245 shares; 2024Q4: 2,154 shares; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 3,809 shares; 2025Q4: 4,113 shares 4,113 $518K 0.02% +304 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: 4,398 shares; 2024Q4: 4,398 shares; 2025Q1: 4,398 shares; 2025Q2: 4,398 shares; 2025Q3: 4,398 shares; 2025Q4: 4,398 shares 4,398 $517K 0.02% 0 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: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 4,959 shares; 2025Q2: 4,970 shares; 2025Q3: 4,997 shares; 2025Q4: 4,981 shares 4,981 $513K 0.02% -16 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,372 shares; 2025Q1: 8,409 shares; 2025Q2: 8,436 shares; 2025Q3: 8,477 shares; 2025Q4: 8,457 shares 8,457 $511K 0.02% -20 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312 shares; 2024Q4: 6,187 shares; 2025Q1: 6,209 shares; 2025Q2: 9,364 shares; 2025Q3: 9,367 shares; 2025Q4: 7,826 shares 7,826 $504K 0.02% -1,541 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,181 shares; 2024Q4: 6,883 shares; 2025Q1: 7,824 shares; 2025Q2: 7,322 shares; 2025Q3: 6,960 shares; 2025Q4: 6,779 shares 6,779 $498K 0.02% -181 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,093 shares; 2025Q1: 2,206 shares; 2025Q2: 2,476 shares; 2025Q3: 3,708 shares; 2025Q4: 3,642 shares 3,642 $496K 0.02% -66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,260 shares 3,260 $495K 0.02% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 3,645 shares; 2025Q2: 3,653 shares; 2025Q3: 3,686 shares; 2025Q4: 3,660 shares 3,660 $495K 0.02% -26 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: not reported; 2025Q1: 10,889 shares; 2025Q2: 10,901 shares; 2025Q3: 9,260 shares; 2025Q4: 9,278 shares 9,278 $488K 0.02% +18 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 948 shares; 2025Q1: 947 shares; 2025Q2: 946 shares; 2025Q3: 969 shares; 2025Q4: 953 shares 953 $487K 0.02% -16 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,926 shares; 2025Q4: 2,758 shares 2,758 $484K 0.02% +832 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,198 shares; 2025Q1: 2,203 shares; 2025Q2: 2,098 shares; 2025Q3: 2,073 shares; 2025Q4: 2,377 shares 2,377 $484K 0.02% +304 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: 2,865 shares; 2024Q4: 2,865 shares; 2025Q1: 2,840 shares; 2025Q2: 2,843 shares; 2025Q3: 2,836 shares; 2025Q4: 2,831 shares 2,831 $484K 0.02% -5 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,758 shares; 2025Q1: 2,025 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,062 shares 2,062 $483K 0.02% +2 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,007 shares; 2025Q1: 9,220 shares; 2025Q2: 9,334 shares; 2025Q3: 9,061 shares; 2025Q4: 9,044 shares 9,044 $478K 0.02% -17 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: 1,153 shares; 2024Q4: 1,229 shares; 2025Q1: 1,309 shares; 2025Q2: 1,171 shares; 2025Q3: 1,247 shares; 2025Q4: 1,228 shares 1,228 $478K 0.02% -19 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,689 shares; 2024Q4: 20,826 shares; 2025Q1: 20,459 shares; 2025Q2: 20,041 shares; 2025Q3: 20,418 shares; 2025Q4: 19,929 shares 19,929 $476K 0.02% -489 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: 4,489 shares; 2024Q4: 4,531 shares; 2025Q1: 4,788 shares; 2025Q2: 4,520 shares; 2025Q3: 4,522 shares; 2025Q4: 4,505 shares 4,505 $475K 0.02% -17 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,112 shares; 2025Q1: 2,400 shares; 2025Q2: 2,300 shares; 2025Q3: 2,428 shares; 2025Q4: 2,204 shares 2,204 $473K 0.02% -224 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,758 shares; 2025Q2: 4,139 shares; 2025Q3: 3,924 shares; 2025Q4: 4,143 shares 4,143 $471K 0.02% +219 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,197 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,031 shares; 2025Q4: 1,032 shares 1,032 $470K 0.02% +1 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,377 shares; 2025Q1: 1,669 shares; 2025Q2: 2,003 shares; 2025Q3: 1,797 shares; 2025Q4: 1,924 shares 1,924 $467K 0.02% +127 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,159 shares; 2024Q4: 9,083 shares; 2025Q1: 9,625 shares; 2025Q2: 9,422 shares; 2025Q3: 9,450 shares; 2025Q4: 8,551 shares 8,551 $467K 0.02% -899 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,355 shares; 2025Q1: 5,270 shares; 2025Q2: 5,185 shares; 2025Q3: 4,448 shares; 2025Q4: 4,148 shares 4,148 $466K 0.02% -300 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 5,895 shares; 2025Q1: 5,904 shares; 2025Q2: 5,168 shares; 2025Q3: 5,168 shares; 2025Q4: 5,176 shares 5,176 $465K 0.02% +8 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 5,933 shares; 2025Q1: 5,948 shares; 2025Q2: 5,680 shares; 2025Q3: 5,654 shares; 2025Q4: 5,663 shares 5,663 $464K 0.02% +9 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,031 shares; 2025Q2: 2,039 shares; 2025Q3: 2,130 shares; 2025Q4: 2,134 shares 2,134 $464K 0.02% +4 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 5,796 shares; 2025Q1: 5,915 shares; 2025Q2: 5,689 shares; 2025Q3: 5,345 shares; 2025Q4: 5,144 shares 5,144 $463K 0.02% -201 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: 4,805 shares; 2024Q4: 4,762 shares; 2025Q1: 4,637 shares; 2025Q2: 4,437 shares; 2025Q3: 4,447 shares; 2025Q4: 4,443 shares 4,443 $462K 0.02% -4 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 17,110 shares; 2025Q1: 16,674 shares; 2025Q2: 32,908 shares; 2025Q3: 15,755 shares; 2025Q4: 19,739 shares 19,739 $461K 0.02% +3,984 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 1,911 shares; 2025Q1: 1,916 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,923 shares 1,923 $461K 0.02% +3 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: 251 shares; 2024Q4: 290 shares; 2025Q1: 295 shares; 2025Q2: 298 shares; 2025Q3: 281 shares; 2025Q4: 272 shares 272 $460K 0.02% -9 Timeline IGF 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: 3,293 shares; 2025Q4: 7,478 shares 7,478 $459K 0.02% +4,185 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,672 shares; 2024Q4: 9,544 shares; 2025Q1: 9,575 shares; 2025Q2: 9,601 shares; 2025Q3: 9,601 shares; 2025Q4: 9,618 shares 9,618 $458K 0.02% +17 Timeline TRU TRANSUNION More: the full row for TRANSUNION 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: 5,380 shares; 2025Q4: 5,344 shares 5,344 $458K 0.02% -36 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,268 shares; 2025Q3: 2,104 shares; 2025Q4: 2,573 shares 2,573 $456K 0.02% +469 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,617 shares; 2025Q1: 4,633 shares; 2025Q2: 4,645 shares; 2025Q3: 3,964 shares; 2025Q4: 3,974 shares 3,974 $456K 0.02% +10 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,214 shares; 2025Q4: 1,216 shares 1,216 $456K 0.02% +2 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 5,684 shares; 2025Q1: 5,704 shares; 2025Q2: 5,719 shares; 2025Q3: 5,766 shares; 2025Q4: 5,840 shares 5,840 $453K 0.02% +74 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: 6,206 shares; 2024Q4: 6,547 shares; 2025Q1: 6,757 shares; 2025Q2: 6,470 shares; 2025Q3: 6,301 shares; 2025Q4: 5,435 shares 5,435 $451K 0.02% -866 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,723 shares; 2025Q4: 2,617 shares 2,617 $451K 0.02% -106 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,516 shares; 2025Q3: 1,805 shares; 2025Q4: 1,993 shares 1,993 $451K 0.02% +188 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,399 shares 17,399 $450K 0.02% new 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: 10,720 shares; 2024Q4: 10,720 shares; 2025Q1: 10,720 shares; 2025Q2: 10,720 shares; 2025Q3: 11,510 shares; 2025Q4: 11,510 shares 11,510 $450K 0.02% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,187 shares; 2025Q1: 2,192 shares; 2025Q2: 1,656 shares; 2025Q3: 1,619 shares; 2025Q4: 1,554 shares 1,554 $449K 0.02% -65 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 3,433 shares; 2025Q1: 3,916 shares; 2025Q2: 3,425 shares; 2025Q3: 3,386 shares; 2025Q4: 3,808 shares 3,808 $447K 0.02% +422 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: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,536 shares; 2025Q2: 3,545 shares; 2025Q3: 3,574 shares; 2025Q4: 3,552 shares 3,552 $445K 0.02% -22 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,181 shares; 2025Q1: 3,191 shares; 2025Q2: 3,124 shares; 2025Q3: 3,133 shares; 2025Q4: 3,133 shares 3,133 $444K 0.02% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,419 shares; 2025Q3: 5,819 shares; 2025Q4: 5,830 shares 5,830 $443K 0.02% +11 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,055 shares; 2025Q1: 2,069 shares; 2025Q2: 2,225 shares; 2025Q3: 2,226 shares; 2025Q4: 2,230 shares 2,230 $441K 0.02% +4 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: 3,393 shares; 2024Q4: 3,650 shares; 2025Q1: 3,781 shares; 2025Q2: 3,702 shares; 2025Q3: 3,768 shares; 2025Q4: 3,411 shares 3,411 $440K 0.02% -357 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 5,310 shares; 2025Q1: 5,410 shares; 2025Q2: 5,548 shares; 2025Q3: 5,365 shares; 2025Q4: 5,268 shares 5,268 $440K 0.02% -97 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: 1,092 shares; 2024Q4: 1,299 shares; 2025Q1: 1,301 shares; 2025Q2: 1,303 shares; 2025Q3: 1,310 shares; 2025Q4: 1,302 shares 1,302 $439K 0.02% -8 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,485 shares 7,485 $437K 0.02% new Timeline Vanguard Target Retirement … Vanguard Target Retirement 2060 F… More: the full row for Vanguard Target Retirement 2060 Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,162 shares 7,162 $437K 0.02% new 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: 2,143 shares; 2024Q4: 3,179 shares; 2025Q1: 24,771 shares; 2025Q2: 3,179 shares; 2025Q3: 3,094 shares; 2025Q4: 3,087 shares 3,087 $435K 0.02% -7 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,145 shares; 2025Q2: 2,075 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares 2,025 $435K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 2,051 shares; 2025Q1: 2,065 shares; 2025Q2: 2,886 shares; 2025Q3: 2,783 shares; 2025Q4: 2,790 shares 2,790 $433K 0.02% +7 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: 1,142 shares; 2024Q4: 1,074 shares; 2025Q1: 1,069 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 958 shares 958 $430K 0.02% -98 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 5,584 shares; 2025Q1: 5,696 shares; 2025Q2: 5,409 shares; 2025Q3: 5,278 shares; 2025Q4: 5,035 shares 5,035 $429K 0.02% -243 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: 4,295 shares; 2024Q4: 12,986 shares; 2025Q1: 10,826 shares; 2025Q2: 14,115 shares; 2025Q3: 14,004 shares; 2025Q4: 9,897 shares 9,897 $429K 0.02% -4,107 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 5,399 shares; 2025Q1: 5,464 shares; 2025Q2: 5,394 shares; 2025Q3: 5,574 shares; 2025Q4: 5,460 shares 5,460 $422K 0.01% -114 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,222 shares; 2025Q1: 1,225 shares; 2025Q2: 1,228 shares; 2025Q3: 1,249 shares; 2025Q4: 1,233 shares 1,233 $420K 0.01% -16 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: 1,535 shares; 2024Q4: 1,525 shares; 2025Q1: 1,544 shares; 2025Q2: 1,532 shares; 2025Q3: 1,519 shares; 2025Q4: 1,470 shares 1,470 $419K 0.01% -49 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 6,575 shares; 2025Q1: 6,595 shares; 2025Q2: 6,611 shares; 2025Q3: 6,611 shares; 2025Q4: 6,624 shares 6,624 $417K 0.01% +13 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: 779 shares; 2024Q4: 749 shares; 2025Q1: 716 shares; 2025Q2: 718 shares; 2025Q3: 737 shares; 2025Q4: 739 shares 739 $415K 0.01% +2 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 3,876 shares; 2025Q1: 4,159 shares; 2025Q2: 4,180 shares; 2025Q3: 5,815 shares; 2025Q4: 5,603 shares 5,603 $414K 0.01% -212 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,464 shares; 2025Q1: 2,469 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares; 2025Q4: 2,483 shares 2,483 $412K 0.01% +4 Timeline PODD INSULET CORP More: the full row for INSULET 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: 1,426 shares; 2025Q3: 1,431 shares; 2025Q4: 1,443 shares 1,443 $410K 0.01% +12 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,572 shares; 2025Q1: 7,937 shares; 2025Q2: 7,937 shares; 2025Q3: 7,237 shares; 2025Q4: 7,237 shares 7,237 $410K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,497 shares; 2025Q1: 2,501 shares; 2025Q2: 2,476 shares; 2025Q3: 2,465 shares; 2025Q4: 2,416 shares 2,416 $409K 0.01% -49 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,483 shares; 2025Q1: 2,595 shares; 2025Q2: 2,625 shares; 2025Q3: 2,759 shares; 2025Q4: 2,645 shares 2,645 $409K 0.01% -114 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,966 shares; 2025Q1: 6,720 shares; 2025Q2: 6,357 shares; 2025Q3: 6,179 shares; 2025Q4: 5,808 shares 5,808 $407K 0.01% -371 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,713 shares; 2025Q2: 1,647 shares; 2025Q3: 1,900 shares; 2025Q4: 1,919 shares 1,919 $407K 0.01% +19 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,136 shares; 2025Q1: 2,218 shares; 2025Q2: 1,979 shares; 2025Q3: 2,017 shares; 2025Q4: 1,979 shares 1,979 $406K 0.01% -38 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 4,948 shares; 2025Q1: 2,540 shares; 2025Q2: 2,521 shares; 2025Q3: 2,526 shares; 2025Q4: 2,272 shares 2,272 $406K 0.01% -254 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 20,105 shares 20,105 $405K 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,346 shares; 2025Q1: 2,759 shares; 2025Q2: 2,828 shares; 2025Q3: 2,874 shares; 2025Q4: 2,821 shares 2,821 $402K 0.01% -53 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,563 shares; 2024Q4: 6,563 shares; 2025Q1: 6,588 shares; 2025Q2: 6,540 shares; 2025Q3: 6,685 shares; 2025Q4: 6,735 shares 6,735 $398K 0.01% +50 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: 2,397 shares; 2024Q4: 1,591 shares; 2025Q1: 1,435 shares; 2025Q2: 1,244 shares; 2025Q3: 1,320 shares; 2025Q4: 1,356 shares 1,356 $398K 0.01% +36 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,775 shares; 2025Q1: 5,796 shares; 2025Q2: 5,799 shares; 2025Q3: 5,800 shares; 2025Q4: 5,805 shares 5,805 $397K 0.01% +5 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,248 shares; 2025Q1: 4,612 shares; 2025Q2: 4,580 shares; 2025Q3: 5,113 shares; 2025Q4: 4,936 shares 4,936 $396K 0.01% -177 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 6,865 shares; 2025Q1: 6,569 shares; 2025Q2: 6,545 shares; 2025Q3: 5,380 shares; 2025Q4: 4,458 shares 4,458 $396K 0.01% -922 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: 732 shares; 2024Q4: 745 shares; 2025Q1: 749 shares; 2025Q2: 748 shares; 2025Q3: 730 shares; 2025Q4: 690 shares 690 $396K 0.01% -40 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,099 shares; 2025Q1: 1,629 shares; 2025Q2: 1,575 shares; 2025Q3: 1,557 shares; 2025Q4: 1,764 shares 1,764 $394K 0.01% +207 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 4,301 shares; 2025Q1: 4,405 shares; 2025Q2: 4,381 shares; 2025Q3: 4,542 shares; 2025Q4: 4,498 shares 4,498 $391K 0.01% -44 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,058 shares; 2025Q2: 1,061 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares 1,077 $388K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,722 shares 8,722 $387K 0.01% new 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: 7,932 shares 7,932 $385K 0.01% new 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: not reported; 2025Q3: 1,379 shares; 2025Q4: 2,375 shares 2,375 $385K 0.01% +996 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,821 shares; 2024Q4: 8,821 shares; 2025Q1: 8,851 shares; 2025Q2: 8,876 shares; 2025Q3: 8,742 shares; 2025Q4: 8,744 shares 8,744 $383K 0.01% +2 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,250 shares; 2025Q1: 1,253 shares; 2025Q2: 1,257 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares 1,232 $383K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,689 shares; 2025Q2: 20,696 shares; 2025Q3: 21,603 shares; 2025Q4: 23,216 shares 23,216 $383K 0.01% +1,613 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,107 shares; 2025Q4: 1,263 shares 1,263 $382K 0.01% +156 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 5,076 shares; 2025Q1: 5,910 shares; 2025Q2: 5,885 shares; 2025Q3: 4,236 shares; 2025Q4: 3,968 shares 3,968 $381K 0.01% -268 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 2,985 shares; 2025Q1: 2,687 shares; 2025Q2: 2,610 shares; 2025Q3: 2,310 shares; 2025Q4: 2,311 shares 2,311 $380K 0.01% +1 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 4,970 shares; 2025Q1: 5,296 shares; 2025Q2: 6,153 shares; 2025Q3: 6,732 shares; 2025Q4: 6,609 shares 6,609 $380K 0.01% -123 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 2,367 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,882 shares 1,882 $378K 0.01% +8 Timeline SDVY 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: 6,216 shares; 2025Q1: 13,196 shares; 2025Q2: 8,103 shares; 2025Q3: 8,103 shares; 2025Q4: 9,869 shares 9,869 $378K 0.01% +1,766 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 4,093 shares; 2025Q1: 4,095 shares; 2025Q2: 4,105 shares; 2025Q3: 4,081 shares; 2025Q4: 3,963 shares 3,963 $378K 0.01% -118 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,348 shares; 2025Q3: 4,352 shares; 2025Q4: 4,369 shares 4,369 $378K 0.01% +17 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 7,323 shares; 2025Q4: 7,294 shares 7,294 $377K 0.01% -29 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,365 shares; 2024Q4: 8,480 shares; 2025Q1: 8,658 shares; 2025Q2: 9,719 shares; 2025Q3: 9,403 shares; 2025Q4: 9,346 shares 9,346 $376K 0.01% -57 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: 9,395 shares; 2024Q4: 12,928 shares; 2025Q1: 9,999 shares; 2025Q2: 9,708 shares; 2025Q3: 10,567 shares; 2025Q4: 9,534 shares 9,534 $376K 0.01% -1,033 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,021 shares; 2025Q1: 2,995 shares; 2025Q2: 3,001 shares; 2025Q3: 2,982 shares; 2025Q4: 2,964 shares 2,964 $375K 0.01% -18 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: 1,686 shares; 2024Q4: 1,673 shares; 2025Q1: 1,740 shares; 2025Q2: 1,999 shares; 2025Q3: 1,918 shares; 2025Q4: 1,918 shares 1,918 $374K 0.01% 0 Timeline IJT 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: 2,519 shares; 2025Q2: 2,545 shares; 2025Q3: 2,545 shares; 2025Q4: 2,633 shares 2,633 $372K 0.01% +88 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,039 shares; 2025Q1: 3,010 shares; 2025Q2: 3,024 shares; 2025Q3: 3,063 shares; 2025Q4: 3,070 shares 3,070 $367K 0.01% +7 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares 2,600 $365K 0.01% new 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: 5,664 shares; 2024Q4: 5,664 shares; 2025Q1: 5,684 shares; 2025Q2: 5,320 shares; 2025Q3: 5,240 shares; 2025Q4: 5,254 shares 5,254 $365K 0.01% +14 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,086 shares; 2025Q1: 2,091 shares; 2025Q2: 2,097 shares; 2025Q3: 2,102 shares; 2025Q4: 2,103 shares 2,103 $364K 0.01% +1 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: 17,233 shares; 2024Q4: 17,196 shares; 2025Q1: 16,185 shares; 2025Q2: 15,355 shares; 2025Q3: 15,573 shares; 2025Q4: 15,162 shares 15,162 $364K 0.01% -411 Timeline SPYM 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: not reported; 2025Q3: not reported; 2025Q4: 4,539 shares 4,539 $364K 0.01% new 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: 4,999 shares; 2024Q4: 4,927 shares; 2025Q1: 4,940 shares; 2025Q2: 4,654 shares; 2025Q3: 4,655 shares; 2025Q4: 4,662 shares 4,662 $363K 0.01% +7 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,221 shares; 2025Q1: 1,334 shares; 2025Q2: 1,157 shares; 2025Q3: 1,127 shares; 2025Q4: 1,106 shares 1,106 $363K 0.01% -21 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: 3,740 shares; 2024Q4: 4,421 shares; 2025Q1: 5,559 shares; 2025Q2: 5,340 shares; 2025Q3: 5,270 shares; 2025Q4: 5,170 shares 5,170 $362K 0.01% -100 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,430 shares; 2025Q1: 2,437 shares; 2025Q2: 2,435 shares; 2025Q3: 2,400 shares; 2025Q4: 2,405 shares 2,405 $361K 0.01% +5 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 20,670 shares; 2025Q1: 22,268 shares; 2025Q2: 22,811 shares; 2025Q3: 22,987 shares; 2025Q4: 22,419 shares 22,419 $360K 0.01% -568 Timeline