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: 217,409 shares; 2024Q4: 216,594 shares; 2025Q1: 216,594 shares; 2025Q2: 214,991 shares; 2025Q3: 212,908 shares; 2025Q4: 212,908 shares 212,908 $71.4M 11.63% 0 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: 862,533 shares; 2024Q4: 894,751 shares; 2025Q1: 856,546 shares; 2025Q2: 844,949 shares; 2025Q3: 794,444 shares; 2025Q4: 794,444 shares 794,444 $49.6M 8.08% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,482 shares; 2024Q4: 277,751 shares; 2025Q1: 276,786 shares; 2025Q2: 294,184 shares; 2025Q3: 302,124 shares; 2025Q4: 305,085 shares 305,085 $30.5M 4.96% +2,961 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: 469,557 shares; 2024Q4: 470,393 shares; 2025Q1: 454,684 shares; 2025Q2: 454,945 shares; 2025Q3: 417,016 shares; 2025Q4: 417,321 shares 417,321 $22.4M 3.65% +305 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: 31,810 shares; 2024Q4: 32,708 shares; 2025Q1: 41,113 shares; 2025Q2: 43,329 shares; 2025Q3: 34,914 shares; 2025Q4: 35,058 shares 35,058 $22M 3.58% +144 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: 34,855 shares; 2024Q4: 34,948 shares; 2025Q1: 34,968 shares; 2025Q2: 34,759 shares; 2025Q3: 34,645 shares; 2025Q4: 34,562 shares 34,562 $16.7M 2.72% -83 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: 15,745 shares; 2024Q4: 15,580 shares; 2025Q1: 15,587 shares; 2025Q2: 15,587 shares; 2025Q3: 53,657 shares; 2025Q4: 54,567 shares 54,567 $14.8M 2.42% +910 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: 114,405 shares; 2024Q4: 114,731 shares; 2025Q1: 124,093 shares; 2025Q2: 127,156 shares; 2025Q3: 120,841 shares; 2025Q4: 120,821 shares 120,821 $14.5M 2.37% -20 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: 182,992 shares; 2024Q4: 184,192 shares; 2025Q1: 208,696 shares; 2025Q2: 220,532 shares; 2025Q3: 199,223 shares; 2025Q4: 199,158 shares 199,158 $13.1M 2.14% -65 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,762 shares; 2024Q4: 45,762 shares; 2025Q1: 45,762 shares; 2025Q2: 45,762 shares; 2025Q3: 45,762 shares; 2025Q4: 45,762 shares 45,762 $9.37M 1.53% 0 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: 49,637 shares; 2024Q4: 45,063 shares; 2025Q1: 46,070 shares; 2025Q2: 43,893 shares; 2025Q3: 42,256 shares; 2025Q4: 41,281 shares 41,281 $7.7M 1.25% -975 Timeline VIOV 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: 78,422 shares; 2024Q4: 78,422 shares; 2025Q1: 78,422 shares; 2025Q2: 78,422 shares; 2025Q3: 78,422 shares; 2025Q4: 78,422 shares 78,422 $7.67M 1.25% 0 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881,272 shares; 2024Q4: 801,307 shares; 2025Q1: 742,252 shares; 2025Q2: 591,804 shares; 2025Q3: 392,028 shares; 2025Q4: 386,028 shares 386,028 $7.63M 1.24% -6,000 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: 4,162 shares; 2024Q4: 4,107 shares; 2025Q1: 4,107 shares; 2025Q2: 3,952 shares; 2025Q3: 3,880 shares; 2025Q4: 8,782 shares 8,782 $7.57M 1.23% +4,902 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,562 shares; 2024Q4: 89,562 shares; 2025Q1: 89,562 shares; 2025Q2: 89,562 shares; 2025Q3: 89,562 shares; 2025Q4: 89,562 shares 89,562 $7.36M 1.2% 0 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: 8,180 shares; 2024Q4: 8,198 shares; 2025Q1: 7,479 shares; 2025Q2: 9,855 shares; 2025Q3: 9,927 shares; 2025Q4: 10,006 shares 10,006 $6.6M 1.08% +79 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: 26,389 shares; 2024Q4: 26,612 shares; 2025Q1: 27,439 shares; 2025Q2: 27,062 shares; 2025Q3: 26,679 shares; 2025Q4: 27,066 shares 27,066 $6.25M 1.02% +387 Timeline GEVO GEVO INC More: the full row for GEVO 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: 3,064,948 shares; 2025Q4: 3,064,948 shares 3,064,948 $6.13M 1% 0 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: 28,076 shares; 2024Q4: 26,489 shares; 2025Q1: 26,402 shares; 2025Q2: 22,039 shares; 2025Q3: 19,136 shares; 2025Q4: 18,238 shares 18,238 $5.72M 0.93% -898 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: 42,716 shares; 2024Q4: 36,901 shares; 2025Q1: 35,970 shares; 2025Q2: 31,640 shares; 2025Q3: 29,802 shares; 2025Q4: 30,423 shares 30,423 $4.88M 0.79% +621 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,455 shares 74,455 $4.87M 0.79% new 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: 16,654 shares; 2024Q4: 17,188 shares; 2025Q1: 18,146 shares; 2025Q2: 19,036 shares; 2025Q3: 20,600 shares; 2025Q4: 20,414 shares 20,414 $4.66M 0.76% -186 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 3,414 shares; 2025Q1: 5,112 shares; 2025Q2: 5,937 shares; 2025Q3: 6,263 shares; 2025Q4: 6,809 shares 6,809 $4.66M 0.76% +546 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: 77,695 shares; 2024Q4: 66,415 shares; 2025Q1: 69,478 shares; 2025Q2: 71,216 shares; 2025Q3: 151,617 shares; 2025Q4: 184,140 shares 184,140 $4.59M 0.75% +32,523 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: 51,575 shares; 2024Q4: 51,929 shares; 2025Q1: 50,437 shares; 2025Q2: 43,836 shares; 2025Q3: 39,342 shares; 2025Q4: 36,581 shares 36,581 $4.49M 0.73% -2,761 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: 87,720 shares; 2024Q4: 88,171 shares; 2025Q1: 89,401 shares; 2025Q2: 92,936 shares; 2025Q3: 93,514 shares; 2025Q4: 93,074 shares 93,074 $4.45M 0.73% -440 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: 7,806 shares; 2024Q4: 7,931 shares; 2025Q1: 8,004 shares; 2025Q2: 7,881 shares; 2025Q3: 7,854 shares; 2025Q4: 7,722 shares 7,722 $4.41M 0.72% -132 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: 77,135 shares; 2024Q4: 81,297 shares; 2025Q1: 77,935 shares; 2025Q2: 73,092 shares; 2025Q3: 78,204 shares; 2025Q4: 82,005 shares 82,005 $4.38M 0.71% +3,801 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: 43,024 shares; 2024Q4: 39,316 shares; 2025Q1: 38,396 shares; 2025Q2: 38,206 shares; 2025Q3: 37,317 shares; 2025Q4: 36,982 shares 36,982 $4.33M 0.71% -335 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: 10,689 shares; 2024Q4: 9,659 shares; 2025Q1: 10,530 shares; 2025Q2: 11,262 shares; 2025Q3: 12,417 shares; 2025Q4: 12,929 shares 12,929 $4.23M 0.69% +512 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,009 shares; 2024Q4: 39,369 shares; 2025Q1: 45,901 shares; 2025Q2: 53,452 shares; 2025Q3: 53,903 shares; 2025Q4: 54,262 shares 54,262 $4.2M 0.68% +359 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: 6,317 shares; 2024Q4: 10,666 shares; 2025Q1: 14,752 shares; 2025Q2: 25,354 shares; 2025Q3: 31,621 shares; 2025Q4: 34,773 shares 34,773 $4.18M 0.68% +3,152 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: 60,901 shares; 2024Q4: 60,120 shares; 2025Q1: 57,962 shares; 2025Q2: 60,186 shares; 2025Q3: 60,971 shares; 2025Q4: 56,518 shares 56,518 $4.17M 0.68% -4,453 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: 17,628 shares; 2024Q4: 18,168 shares; 2025Q1: 17,185 shares; 2025Q2: 18,066 shares; 2025Q3: 19,743 shares; 2025Q4: 19,871 shares 19,871 $4.15M 0.68% +128 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: 45,794 shares; 2024Q4: 29,537 shares; 2025Q1: 24,206 shares; 2025Q2: 45,370 shares; 2025Q3: 56,999 shares; 2025Q4: 69,732 shares 69,732 $3.95M 0.64% +12,733 Timeline VPL 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: 43,465 shares; 2024Q4: 43,465 shares; 2025Q1: 43,465 shares; 2025Q2: 43,465 shares; 2025Q3: 43,465 shares; 2025Q4: 43,465 shares 43,465 $3.93M 0.64% 0 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: 53,646 shares; 2024Q4: 48,894 shares; 2025Q1: 47,826 shares; 2025Q2: 46,783 shares; 2025Q3: 45,244 shares; 2025Q4: 43,319 shares 43,319 $3.78M 0.62% -1,925 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: 14,556 shares; 2024Q4: 19,053 shares; 2025Q1: 23,647 shares; 2025Q2: 23,587 shares; 2025Q3: 25,569 shares; 2025Q4: 23,364 shares 23,364 $3.56M 0.58% -2,205 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: 5,397 shares; 2024Q4: 5,479 shares; 2025Q1: 5,485 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 5,375 shares 5,375 $3.56M 0.58% +25 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: 8,940 shares; 2024Q4: 8,940 shares; 2025Q1: 8,940 shares; 2025Q2: 8,940 shares; 2025Q3: 8,940 shares; 2025Q4: 8,940 shares 8,940 $3.54M 0.58% 0 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: not reported; 2024Q4: 6,469 shares; 2025Q1: 10,421 shares; 2025Q2: 12,977 shares; 2025Q3: 15,810 shares; 2025Q4: 17,067 shares 17,067 $3.53M 0.58% +1,257 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: 99,621 shares; 2024Q4: 82,077 shares; 2025Q1: 74,569 shares; 2025Q2: 66,553 shares; 2025Q3: 65,948 shares; 2025Q4: 56,884 shares 56,884 $3.42M 0.56% -9,064 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: 7,432 shares; 2024Q4: 7,202 shares; 2025Q1: 6,704 shares; 2025Q2: 6,091 shares; 2025Q3: 5,881 shares; 2025Q4: 5,988 shares 5,988 $3.39M 0.55% +107 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: 110,510 shares; 2024Q4: 108,832 shares; 2025Q1: 107,066 shares; 2025Q2: 105,026 shares; 2025Q3: 104,918 shares; 2025Q4: 83,164 shares 83,164 $3.39M 0.55% -21,754 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: 10,734 shares; 2024Q4: 10,639 shares; 2025Q1: 10,509 shares; 2025Q2: 10,202 shares; 2025Q3: 10,060 shares; 2025Q4: 10,464 shares 10,464 $3.37M 0.55% +404 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: 6,050 shares; 2024Q4: 16,164 shares; 2025Q1: 19,739 shares; 2025Q2: 21,331 shares; 2025Q3: 21,983 shares; 2025Q4: 26,324 shares 26,324 $3.36M 0.55% +4,341 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,304 shares; 2024Q4: 198,249 shares; 2025Q1: 194,129 shares; 2025Q2: 205,501 shares; 2025Q3: 210,730 shares; 2025Q4: 191,879 shares 191,879 $3.33M 0.54% -18,851 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,267 shares; 2024Q4: 56,964 shares; 2025Q1: 64,565 shares; 2025Q2: 68,717 shares; 2025Q3: 69,753 shares; 2025Q4: 68,649 shares 68,649 $3.33M 0.54% -1,104 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,049 shares; 2024Q4: 58,396 shares; 2025Q1: 58,376 shares; 2025Q2: 59,579 shares; 2025Q3: 59,238 shares; 2025Q4: 59,142 shares 59,142 $3.25M 0.53% -96 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: 2,616 shares; 2024Q4: 2,890 shares; 2025Q1: 2,945 shares; 2025Q2: 2,909 shares; 2025Q3: 2,810 shares; 2025Q4: 8,989 shares 8,989 $3.11M 0.51% +6,179 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: 59,062 shares; 2024Q4: 58,977 shares; 2025Q1: 58,218 shares; 2025Q2: 56,692 shares; 2025Q3: 58,836 shares; 2025Q4: 61,996 shares 61,996 $3.05M 0.5% +3,160 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: 4,616 shares; 2024Q4: 4,331 shares; 2025Q1: 4,267 shares; 2025Q2: 4,237 shares; 2025Q3: 4,053 shares; 2025Q4: 19,801 shares 19,801 $3.03M 0.49% +15,748 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: 30,763 shares; 2024Q4: 27,171 shares; 2025Q1: 27,002 shares; 2025Q2: 26,985 shares; 2025Q3: 27,286 shares; 2025Q4: 26,217 shares 26,217 $3.02M 0.49% -1,069 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: 10,317 shares; 2024Q4: 10,391 shares; 2025Q1: 10,439 shares; 2025Q2: 10,254 shares; 2025Q3: 10,252 shares; 2025Q4: 10,364 shares 10,364 $2.98M 0.48% +112 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: 39,311 shares; 2024Q4: 34,766 shares; 2025Q1: 38,634 shares; 2025Q2: 38,914 shares; 2025Q3: 37,575 shares; 2025Q4: 35,959 shares 35,959 $2.94M 0.48% -1,616 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: 16,400 shares; 2024Q4: 16,217 shares; 2025Q1: 16,218 shares; 2025Q2: 15,616 shares; 2025Q3: 15,555 shares; 2025Q4: 15,238 shares 15,238 $2.87M 0.47% -317 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: 9,490 shares; 2024Q4: 9,613 shares; 2025Q1: 9,537 shares; 2025Q2: 9,208 shares; 2025Q3: 9,139 shares; 2025Q4: 9,089 shares 9,089 $2.84M 0.46% -50 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,667 shares; 2025Q3: 51,151 shares; 2025Q4: 56,333 shares 56,333 $2.76M 0.45% +5,182 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: 13,170 shares; 2024Q4: 13,061 shares; 2025Q1: 12,984 shares; 2025Q2: 12,146 shares; 2025Q3: 11,513 shares; 2025Q4: 11,160 shares 11,160 $2.54M 0.41% -353 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: 8,032 shares; 2024Q4: 8,186 shares; 2025Q1: 8,301 shares; 2025Q2: 8,744 shares; 2025Q3: 8,645 shares; 2025Q4: 8,374 shares 8,374 $2.48M 0.4% -271 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: 1,190 shares; 2024Q4: 2,915 shares; 2025Q1: 4,736 shares; 2025Q2: 6,721 shares; 2025Q3: 9,781 shares; 2025Q4: 16,765 shares 16,765 $2.41M 0.39% +6,984 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: 33,507 shares; 2024Q4: 34,373 shares; 2025Q1: 34,633 shares; 2025Q2: 42,802 shares; 2025Q3: 42,869 shares; 2025Q4: 40,369 shares 40,369 $2.28M 0.37% -2,500 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: 3,094 shares; 2024Q4: 3,352 shares; 2025Q1: 3,461 shares; 2025Q2: 3,393 shares; 2025Q3: 4,693 shares; 2025Q4: 4,513 shares 4,513 $2.27M 0.37% -180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,065 shares 6,065 $2.24M 0.37% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,598 shares; 2025Q1: 15,214 shares; 2025Q2: 16,206 shares; 2025Q3: 16,836 shares; 2025Q4: 17,135 shares 17,135 $2.22M 0.36% +299 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,485 shares; 2024Q4: 25,485 shares; 2025Q1: 25,485 shares; 2025Q2: 25,485 shares; 2025Q3: 25,479 shares; 2025Q4: 25,479 shares 25,479 $2.13M 0.35% 0 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: 20,507 shares; 2024Q4: 38,793 shares; 2025Q1: 37,944 shares; 2025Q2: 30,576 shares; 2025Q3: 24,378 shares; 2025Q4: 22,684 shares 22,684 $2.1M 0.34% -1,694 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: 19,724 shares; 2024Q4: 23,774 shares; 2025Q1: 25,935 shares; 2025Q2: 30,204 shares; 2025Q3: 24,164 shares; 2025Q4: 24,436 shares 24,436 $2.08M 0.34% +272 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: not reported; 2024Q4: 1,476 shares; 2025Q1: 1,919 shares; 2025Q2: 2,144 shares; 2025Q3: 2,148 shares; 2025Q4: 22,037 shares 22,037 $2.07M 0.34% +19,889 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: 27,895 shares; 2024Q4: 27,895 shares; 2025Q1: 27,895 shares; 2025Q2: 27,895 shares; 2025Q3: 27,895 shares; 2025Q4: 27,895 shares 27,895 $2.03M 0.33% 0 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: 19,675 shares; 2024Q4: 19,509 shares; 2025Q1: 19,509 shares; 2025Q2: 19,114 shares; 2025Q3: 19,114 shares; 2025Q4: 21,603 shares 21,603 $2.01M 0.33% +2,489 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: 21,680 shares; 2024Q4: 22,375 shares; 2025Q1: 21,246 shares; 2025Q2: 21,048 shares; 2025Q3: 21,171 shares; 2025Q4: 21,022 shares 21,022 $1.88M 0.31% -149 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: 157,834 shares; 2024Q4: 151,617 shares; 2025Q1: 140,159 shares; 2025Q2: 130,164 shares; 2025Q3: 105,412 shares; 2025Q4: 72,815 shares 72,815 $1.81M 0.29% -32,597 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: 27,878 shares; 2024Q4: 25,875 shares; 2025Q1: 25,637 shares; 2025Q2: 25,007 shares; 2025Q3: 24,828 shares; 2025Q4: 24,742 shares 24,742 $1.73M 0.28% -86 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,415 shares; 2024Q4: 49,141 shares; 2025Q1: 44,615 shares; 2025Q2: 44,939 shares; 2025Q3: 45,405 shares; 2025Q4: 44,911 shares 44,911 $1.57M 0.26% -494 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: 26,947 shares; 2024Q4: 26,947 shares; 2025Q1: 26,947 shares; 2025Q2: 26,947 shares; 2025Q3: 26,947 shares; 2025Q4: 26,947 shares 26,947 $1.47M 0.24% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,646 shares; 2024Q4: 36,329 shares; 2025Q1: 31,052 shares; 2025Q2: 29,410 shares; 2025Q3: 24,755 shares; 2025Q4: 16,164 shares 16,164 $1.46M 0.24% -8,591 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,397 shares; 2024Q4: 9,186 shares; 2025Q1: 9,054 shares; 2025Q2: 8,753 shares; 2025Q3: 8,472 shares; 2025Q4: 10,675 shares 10,675 $1.46M 0.24% +2,203 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,026 shares; 2025Q4: 40,446 shares 40,446 $1.43M 0.23% +27,420 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: 3,521 shares; 2024Q4: 3,948 shares; 2025Q1: 4,033 shares; 2025Q2: 4,357 shares; 2025Q3: 4,525 shares; 2025Q4: 4,612 shares 4,612 $1.4M 0.23% +87 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,166 shares; 2024Q4: 15,039 shares; 2025Q1: 15,126 shares; 2025Q2: 14,461 shares; 2025Q3: 13,914 shares; 2025Q4: 14,040 shares 14,040 $1.4M 0.23% +126 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: 3,637 shares; 2024Q4: 3,961 shares; 2025Q1: 4,049 shares; 2025Q2: 4,044 shares; 2025Q3: 3,985 shares; 2025Q4: 3,917 shares 3,917 $1.37M 0.22% -68 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,035 shares; 2025Q3: 9,251 shares; 2025Q4: 10,025 shares 10,025 $1.36M 0.22% +774 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,912 shares; 2025Q3: 27,336 shares; 2025Q4: 30,223 shares 30,223 $1.35M 0.22% +2,887 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,223 shares; 2024Q4: 20,844 shares; 2025Q1: 24,737 shares; 2025Q2: 24,562 shares; 2025Q3: 23,980 shares; 2025Q4: 20,028 shares 20,028 $1.35M 0.22% -3,952 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,312 shares; 2024Q4: 16,747 shares; 2025Q1: 14,745 shares; 2025Q2: 14,166 shares; 2025Q3: 12,339 shares; 2025Q4: 11,570 shares 11,570 $1.33M 0.22% -769 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,852 shares 4,852 $1.32M 0.22% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 574 shares; 2025Q3: 457 shares; 2025Q4: 778 shares 778 $1.32M 0.21% +321 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: 9,017 shares; 2024Q4: 8,833 shares; 2025Q1: 8,734 shares; 2025Q2: 8,467 shares; 2025Q3: 11,404 shares; 2025Q4: 11,607 shares 11,607 $1.29M 0.21% +203 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,852 shares 18,852 $1.23M 0.2% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,776 shares; 2025Q1: 2,738 shares; 2025Q2: 2,623 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares 2,594 $1.23M 0.2% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,935 shares; 2025Q1: 2,059 shares; 2025Q2: 1,430 shares; 2025Q3: 2,971 shares; 2025Q4: 4,197 shares 4,197 $1.15M 0.19% +1,226 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,555 shares; 2024Q4: 102,935 shares; 2025Q1: 98,271 shares; 2025Q2: 89,492 shares; 2025Q3: 99,602 shares; 2025Q4: 138,234 shares 138,234 $1.15M 0.19% +38,632 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: 3,874 shares; 2024Q4: 4,024 shares; 2025Q1: 3,965 shares; 2025Q2: 2,987 shares; 2025Q3: 2,231 shares; 2025Q4: 2,177 shares 2,177 $1.14M 0.19% -54 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 3,256 shares; 2025Q1: 3,288 shares; 2025Q2: 3,432 shares; 2025Q3: 3,489 shares; 2025Q4: 7,186 shares 7,186 $1.1M 0.18% +3,697 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,051 shares; 2025Q4: 13,557 shares 13,557 $1.1M 0.18% +506 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,766 shares; 2025Q4: 22,506 shares 22,506 $1.1M 0.18% +4,740 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: 776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,610 shares 4,610 $1.06M 0.17% new Timeline IMCG 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: 4,189 shares; 2025Q1: 7,749 shares; 2025Q2: 9,425 shares; 2025Q3: 10,737 shares; 2025Q4: 13,143 shares 13,143 $1.05M 0.17% +2,406 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: 1,750 shares; 2024Q4: 2,021 shares; 2025Q1: 2,764 shares; 2025Q2: 2,759 shares; 2025Q3: 2,811 shares; 2025Q4: 3,174 shares 3,174 $992K 0.16% +363 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: 961 shares; 2024Q4: 802 shares; 2025Q1: 5,055 shares; 2025Q2: 5,005 shares; 2025Q3: 4,841 shares; 2025Q4: 3,146 shares 3,146 $982K 0.16% -1,695 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,730 shares; 2025Q4: 9,774 shares 9,774 $977K 0.16% +7,044 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: 4,857 shares; 2024Q4: 4,700 shares; 2025Q1: 4,596 shares; 2025Q2: 4,584 shares; 2025Q3: 4,584 shares; 2025Q4: 4,609 shares 4,609 $969K 0.16% +25 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 7,324 shares; 2025Q1: 7,422 shares; 2025Q2: 7,725 shares; 2025Q3: 7,866 shares; 2025Q4: 7,591 shares 7,591 $968K 0.16% -275 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,767 shares; 2025Q4: 24,855 shares 24,855 $967K 0.16% +3,088 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: 1,039 shares; 2024Q4: 891 shares; 2025Q1: 892 shares; 2025Q2: 1,006 shares; 2025Q3: 1,013 shares; 2025Q4: 723 shares 723 $961K 0.16% -290 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: 1,439 shares; 2024Q4: 1,525 shares; 2025Q1: 1,574 shares; 2025Q2: 1,669 shares; 2025Q3: 3,149 shares; 2025Q4: 3,093 shares 3,093 $953K 0.16% -56 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: 2,158 shares; 2024Q4: 2,121 shares; 2025Q1: 2,165 shares; 2025Q2: 2,277 shares; 2025Q3: 2,153 shares; 2025Q4: 2,123 shares 2,123 $952K 0.16% -30 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: 2,464 shares; 2024Q4: 12,589 shares; 2025Q1: 12,464 shares; 2025Q2: 9,263 shares; 2025Q3: 8,839 shares; 2025Q4: 5,251 shares 5,251 $932K 0.15% -3,588 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,080 shares; 2025Q1: 1,075 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,060 shares 1,060 $932K 0.15% +2 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,505 shares; 2025Q4: 12,164 shares 12,164 $911K 0.15% +1,659 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: 848 shares; 2024Q4: 777 shares; 2025Q1: 770 shares; 2025Q2: 731 shares; 2025Q3: 698 shares; 2025Q4: 1,853 shares 1,853 $909K 0.15% +1,155 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: 13,956 shares; 2024Q4: 7,648 shares; 2025Q1: 3,988 shares; 2025Q2: 4,733 shares; 2025Q3: 8,261 shares; 2025Q4: 8,832 shares 8,832 $891K 0.15% +571 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: 2,629 shares; 2024Q4: 2,631 shares; 2025Q1: 2,638 shares; 2025Q2: 3,089 shares; 2025Q3: 3,674 shares; 2025Q4: 3,550 shares 3,550 $874K 0.14% -124 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,642 shares; 2025Q4: 18,534 shares 18,534 $853K 0.14% +7,892 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: 1,757 shares; 2024Q4: 1,739 shares; 2025Q1: 1,733 shares; 2025Q2: 1,716 shares; 2025Q3: 1,630 shares; 2025Q4: 1,514 shares 1,514 $837K 0.14% -116 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,057 shares; 2025Q4: 24,265 shares 24,265 $836K 0.14% +10,208 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: 3,786 shares; 2024Q4: 6,817 shares; 2025Q1: 6,878 shares; 2025Q2: 4,148 shares; 2025Q3: 2,344 shares; 2025Q4: 7,418 shares 7,418 $832K 0.14% +5,074 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,173 shares 5,173 $828K 0.13% new 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: 662 shares; 2024Q4: 1,453 shares; 2025Q1: 1,649 shares; 2025Q2: 1,963 shares; 2025Q3: 2,059 shares; 2025Q4: 2,115 shares 2,115 $823K 0.13% +56 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 139 shares; 2025Q1: 147 shares; 2025Q2: 144 shares; 2025Q3: 147 shares; 2025Q4: 152 shares 152 $814K 0.13% +5 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: 1,848 shares; 2024Q4: 1,943 shares; 2025Q1: 1,881 shares; 2025Q2: 1,712 shares; 2025Q3: 1,702 shares; 2025Q4: 1,710 shares 1,710 $796K 0.13% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,747 shares 13,747 $793K 0.13% new 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: 11,392 shares; 2024Q4: 12,083 shares; 2025Q1: 11,361 shares; 2025Q2: 11,349 shares; 2025Q3: 11,324 shares; 2025Q4: 11,577 shares 11,577 $778K 0.13% +253 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,274 shares; 2024Q4: 5,106 shares; 2025Q1: 5,186 shares; 2025Q2: 5,235 shares; 2025Q3: 4,800 shares; 2025Q4: 4,542 shares 4,542 $759K 0.12% -258 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,981 shares; 2025Q1: 3,988 shares; 2025Q2: 3,373 shares; 2025Q3: 3,226 shares; 2025Q4: 3,392 shares 3,392 $757K 0.12% +166 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.12% 0 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: 2,251 shares; 2024Q4: 2,260 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,225 shares; 2025Q4: 2,229 shares 2,229 $750K 0.12% +4 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 8,522 shares; 2025Q1: 9,955 shares; 2025Q2: 11,623 shares; 2025Q3: 10,889 shares; 2025Q4: 8,299 shares 8,299 $716K 0.12% -2,590 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 2,097 shares; 2025Q3: 2,073 shares; 2025Q4: 2,106 shares 2,106 $712K 0.12% +33 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: 6,667 shares; 2024Q4: 6,068 shares; 2025Q1: 6,261 shares; 2025Q2: 6,529 shares; 2025Q3: 6,528 shares; 2025Q4: 3,124 shares 3,124 $678K 0.11% -3,404 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: 762 shares; 2024Q4: 813 shares; 2025Q1: 819 shares; 2025Q2: 811 shares; 2025Q3: 857 shares; 2025Q4: 837 shares 837 $677K 0.11% -20 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,471 shares; 2025Q1: 8,493 shares; 2025Q2: 8,822 shares; 2025Q3: 8,714 shares; 2025Q4: 8,806 shares 8,806 $674K 0.11% +92 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,868 shares; 2025Q4: 13,476 shares 13,476 $660K 0.11% +1,608 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,164 shares; 2024Q4: 8,624 shares; 2025Q1: 15,136 shares; 2025Q2: 19,951 shares; 2025Q3: 19,799 shares; 2025Q4: 16,706 shares 16,706 $650K 0.11% -3,093 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,587 shares; 2024Q4: 8,587 shares; 2025Q1: 8,587 shares; 2025Q2: 8,587 shares; 2025Q3: 8,567 shares; 2025Q4: 8,567 shares 8,567 $646K 0.11% 0 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: 1,263 shares; 2024Q4: 1,383 shares; 2025Q1: 1,459 shares; 2025Q2: 1,353 shares; 2025Q3: 1,892 shares; 2025Q4: 1,934 shares 1,934 $638K 0.1% +42 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: 8,995 shares; 2024Q4: 6,356 shares; 2025Q1: 5,566 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,002 shares 6,002 $632K 0.1% new 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: 2,655 shares; 2024Q4: 2,609 shares; 2025Q1: 2,963 shares; 2025Q2: 2,938 shares; 2025Q3: 2,945 shares; 2025Q4: 3,061 shares 3,061 $615K 0.1% +116 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: 3,418 shares; 2024Q4: 3,224 shares; 2025Q1: 3,090 shares; 2025Q2: 3,040 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares 3,018 $597K 0.1% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 4,139 shares; 2025Q1: 3,579 shares; 2025Q2: 3,627 shares; 2025Q3: 3,635 shares; 2025Q4: 2,727 shares 2,727 $584K 0.1% -908 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 2,090 shares; 2025Q1: 2,074 shares; 2025Q2: 1,915 shares; 2025Q3: 1,915 shares; 2025Q4: 2,040 shares 2,040 $578K 0.09% +125 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 273 shares; 2025Q1: 286 shares; 2025Q2: 289 shares; 2025Q3: 302 shares; 2025Q4: 268 shares 268 $575K 0.09% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,075 shares; 2025Q4: 874 shares 874 $571K 0.09% -201 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,554 shares; 2025Q1: 9,748 shares; 2025Q2: 23,166 shares; 2025Q3: 15,489 shares; 2025Q4: 14,619 shares 14,619 $555K 0.09% -870 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: 8,056 shares; 2024Q4: 8,170 shares; 2025Q1: 8,037 shares; 2025Q2: 7,670 shares; 2025Q3: 7,264 shares; 2025Q4: 7,187 shares 7,187 $554K 0.09% -77 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: 7,075 shares; 2024Q4: 7,533 shares; 2025Q1: 7,858 shares; 2025Q2: 8,887 shares; 2025Q3: 9,029 shares; 2025Q4: 10,005 shares 10,005 $550K 0.09% +976 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: 1,712 shares; 2024Q4: 2,019 shares; 2025Q1: 1,929 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares 1,895 $550K 0.09% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,487 shares 5,487 $548K 0.09% +87 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,150 shares; 2024Q4: 17,949 shares; 2025Q1: 15,382 shares; 2025Q2: 14,580 shares; 2025Q3: 14,709 shares; 2025Q4: 16,140 shares 16,140 $538K 0.09% +1,431 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 8,212 shares; 2025Q1: 8,212 shares; 2025Q2: 8,212 shares; 2025Q3: 8,212 shares; 2025Q4: 8,222 shares 8,222 $535K 0.09% +10 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,138 shares; 2025Q1: 3,106 shares; 2025Q2: 3,054 shares; 2025Q3: 3,054 shares; 2025Q4: 3,054 shares 3,054 $532K 0.09% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 3,660 shares; 2025Q1: 3,698 shares; 2025Q2: 3,990 shares; 2025Q3: 3,797 shares; 2025Q4: 4,730 shares 4,730 $529K 0.09% +933 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 2,222 shares; 2025Q1: 2,101 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares 2,099 $525K 0.09% 0 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: 6,600 shares; 2024Q4: 6,222 shares; 2025Q1: 6,233 shares; 2025Q2: 5,922 shares; 2025Q3: 6,053 shares; 2025Q4: 6,090 shares 6,090 $521K 0.08% +37 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: 4,486 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 4,195 shares; 2025Q3: 4,155 shares; 2025Q4: 4,136 shares 4,136 $521K 0.08% -19 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,239 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,204 shares; 2025Q4: 3,181 shares 3,181 $517K 0.08% -23 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 11,067 shares; 2025Q1: 10,712 shares; 2025Q2: 10,509 shares; 2025Q3: 11,799 shares; 2025Q4: 11,567 shares 11,567 $513K 0.08% -232 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,586 shares; 2025Q1: 2,538 shares; 2025Q2: 2,579 shares; 2025Q3: 2,495 shares; 2025Q4: 2,474 shares 2,474 $502K 0.08% -21 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: 12,091 shares; 2024Q4: 6,114 shares; 2025Q1: 6,333 shares; 2025Q2: 6,415 shares; 2025Q3: 6,095 shares; 2025Q4: 5,815 shares 5,815 $496K 0.08% -280 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,890 shares; 2025Q4: 13,128 shares 13,128 $490K 0.08% -762 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: 1,650 shares; 2024Q4: 1,553 shares; 2025Q1: 1,559 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,567 shares 1,567 $486K 0.08% +17 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 5,984 shares; 2025Q1: 5,866 shares; 2025Q2: 6,293 shares; 2025Q3: 6,175 shares; 2025Q4: 6,506 shares 6,506 $473K 0.08% +331 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 1,730 shares; 2025Q4: 1,915 shares 1,915 $464K 0.08% +185 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: 5,205 shares; 2024Q4: 5,338 shares; 2025Q1: 4,883 shares; 2025Q2: 4,883 shares; 2025Q3: 4,883 shares; 2025Q4: 4,883 shares 4,883 $460K 0.07% 0 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: 2,085 shares; 2024Q4: 2,125 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares 2,065 $454K 0.07% 0 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: 1,258 shares; 2024Q4: 1,195 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,132 shares; 2025Q4: 1,343 shares 1,343 $453K 0.07% +211 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: 3,238 shares; 2024Q4: 2,386 shares; 2025Q1: 1,202 shares; 2025Q2: 869 shares; 2025Q3: 779 shares; 2025Q4: 771 shares 771 $447K 0.07% -8 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: 7,674 shares; 2025Q3: 7,853 shares; 2025Q4: 7,777 shares 7,777 $422K 0.07% -76 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: 1,402 shares; 2024Q4: 1,495 shares; 2025Q1: 1,512 shares; 2025Q2: 1,481 shares; 2025Q3: 1,542 shares; 2025Q4: 1,553 shares 1,553 $421K 0.07% +11 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,107 shares 4,107 $420K 0.07% new 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: 1,549 shares; 2024Q4: 1,543 shares; 2025Q1: 1,540 shares; 2025Q2: 1,549 shares; 2025Q3: 1,312 shares; 2025Q4: 1,235 shares 1,235 $420K 0.07% -77 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: 3,461 shares; 2024Q4: 3,296 shares; 2025Q1: 3,282 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares; 2025Q4: 3,316 shares 3,316 $415K 0.07% +21 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,667 shares; 2025Q2: 3,494 shares; 2025Q3: 3,893 shares; 2025Q4: 5,212 shares 5,212 $413K 0.07% +1,319 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares 2,751 $413K 0.07% 0 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,757 shares 3,757 $412K 0.07% new Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,372 shares; 2025Q1: 14,357 shares; 2025Q2: 14,043 shares; 2025Q3: 14,228 shares; 2025Q4: 14,166 shares 14,166 $411K 0.07% -62 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,728 shares; 2025Q3: 1,686 shares; 2025Q4: 1,686 shares 1,686 $411K 0.07% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $410K 0.07% 0 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: 3,125 shares; 2024Q4: 2,890 shares; 2025Q1: 2,851 shares; 2025Q2: 2,843 shares; 2025Q3: 2,822 shares; 2025Q4: 2,099 shares 2,099 $409K 0.07% -723 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 6,425 shares; 2025Q1: 6,425 shares; 2025Q2: 6,304 shares; 2025Q3: 6,304 shares; 2025Q4: 6,407 shares 6,407 $407K 0.07% +103 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: not reported; 2024Q4: not reported; 2025Q1: 1,955 shares; 2025Q2: 2,950 shares; 2025Q3: 3,155 shares; 2025Q4: 3,800 shares 3,800 $401K 0.07% +645 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,177 shares; 2025Q4: 4,265 shares 4,265 $381K 0.06% +88 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,144 shares; 2025Q4: 3,718 shares 3,718 $381K 0.06% +1,574 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 5,046 shares; 2025Q1: 4,628 shares; 2025Q2: 4,049 shares; 2025Q3: 3,632 shares; 2025Q4: 4,450 shares 4,450 $374K 0.06% +818 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 3,783 shares; 2025Q4: 4,002 shares 4,002 $366K 0.06% +219 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,726 shares; 2024Q4: 10,383 shares; 2025Q1: 42,135 shares; 2025Q2: 48,774 shares; 2025Q3: 49,703 shares; 2025Q4: 49,261 shares 49,261 $353K 0.06% -442 Timeline ATRC ATRICURE INC More: the full row for ATRICURE 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: 8,340 shares; 2025Q3: 8,310 shares; 2025Q4: 8,805 shares 8,805 $348K 0.06% +495 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 15,145 shares; 2025Q1: 15,198 shares; 2025Q2: 16,142 shares; 2025Q3: 16,205 shares; 2025Q4: 17,109 shares 17,109 $344K 0.06% +904 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: 746 shares; 2024Q4: 699 shares; 2025Q1: 773 shares; 2025Q2: 860 shares; 2025Q3: 767 shares; 2025Q4: 979 shares 979 $343K 0.06% +212 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,843 shares; 2025Q4: 1,867 shares 1,867 $342K 0.06% +24 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: 1,900 shares; 2024Q4: 1,824 shares; 2025Q1: 1,817 shares; 2025Q2: 1,809 shares; 2025Q3: 1,813 shares; 2025Q4: 1,752 shares 1,752 $342K 0.06% -61 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,599 shares; 2025Q1: 1,364 shares; 2025Q2: 1,380 shares; 2025Q3: 1,356 shares; 2025Q4: 1,482 shares 1,482 $339K 0.06% +126 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 3,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,075 shares 2,075 $334K 0.05% +11 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 4,793 shares; 2025Q1: 5,128 shares; 2025Q2: 6,539 shares; 2025Q3: 6,623 shares; 2025Q4: 6,308 shares 6,308 $333K 0.05% -315 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,173 shares; 2025Q1: 1,203 shares; 2025Q2: 1,307 shares; 2025Q3: 1,300 shares; 2025Q4: 1,414 shares 1,414 $329K 0.05% +114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,883 shares 1,883 $327K 0.05% new 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: 40,390 shares; 2024Q4: 60,268 shares; 2025Q1: 64,717 shares; 2025Q2: 28,331 shares; 2025Q3: 6,719 shares; 2025Q4: 6,048 shares 6,048 $326K 0.05% -671 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 5,909 shares; 2025Q1: 5,909 shares; 2025Q2: 5,909 shares; 2025Q3: 5,909 shares; 2025Q4: 6,204 shares 6,204 $325K 0.05% +295 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,301 shares; 2025Q4: 6,782 shares 6,782 $320K 0.05% +481 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: 709 shares; 2024Q4: 682 shares; 2025Q1: 625 shares; 2025Q2: 522 shares; 2025Q3: 514 shares; 2025Q4: 555 shares 555 $318K 0.05% +41 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: 50,068 shares; 2024Q4: 29,054 shares; 2025Q1: 14,672 shares; 2025Q2: 8,461 shares; 2025Q3: 5,452 shares; 2025Q4: 5,419 shares 5,419 $317K 0.05% -33 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,699 shares; 2025Q1: 3,377 shares; 2025Q2: 3,290 shares; 2025Q3: 3,173 shares; 2025Q4: 3,173 shares 3,173 $311K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 234 shares; 2025Q4: 251 shares 251 $305K 0.05% +17 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: 547 shares; 2024Q4: 544 shares; 2025Q1: 538 shares; 2025Q2: 537 shares; 2025Q3: 517 shares; 2025Q4: 281 shares 281 $302K 0.05% -236 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,562 shares; 2025Q3: 5,477 shares; 2025Q4: 5,696 shares 5,696 $300K 0.05% +219 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 7,487 shares; 2025Q1: 6,680 shares; 2025Q2: 7,132 shares; 2025Q3: 7,126 shares; 2025Q4: 7,559 shares 7,559 $298K 0.05% +433 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,936 shares; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 1,825 shares; 2025Q4: 1,712 shares 1,712 $298K 0.05% -113 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: 10,002 shares; 2024Q4: 8,628 shares; 2025Q1: 8,523 shares; 2025Q2: 9,183 shares; 2025Q3: 7,893 shares; 2025Q4: 2,356 shares 2,356 $296K 0.05% -5,537 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: 1,503 shares; 2024Q4: 1,499 shares; 2025Q1: 1,187 shares; 2025Q2: 1,160 shares; 2025Q3: 1,122 shares; 2025Q4: 659 shares 659 $293K 0.05% -463 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: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares 3,950 $291K 0.05% 0 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: 1,807 shares; 2024Q4: 1,807 shares; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares; 2025Q4: 1,809 shares 1,809 $291K 0.05% +2 Timeline QXO QXO INC More: the full row for QXO 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: 14,318 shares; 2025Q2: 14,676 shares; 2025Q3: 14,262 shares; 2025Q4: 14,963 shares 14,963 $289K 0.05% +701 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 1,513 shares; 2025Q3: 1,506 shares; 2025Q4: 1,812 shares 1,812 $289K 0.05% +306 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,904 shares 5,904 $288K 0.05% new 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: 2,943 shares; 2024Q4: 2,943 shares; 2025Q1: 2,943 shares; 2025Q2: 2,943 shares; 2025Q3: 3,082 shares; 2025Q4: 2,943 shares 2,943 $283K 0.05% -139 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: not reported; 2024Q4: 1,392 shares; 2025Q1: 1,463 shares; 2025Q2: 1,483 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares 1,581 $282K 0.05% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,606 shares; 2024Q4: 6,606 shares; 2025Q1: 6,606 shares; 2025Q2: 6,606 shares; 2025Q3: 6,606 shares; 2025Q4: 6,606 shares 6,606 $282K 0.05% 0 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: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares 402 $274K 0.04% 0 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: 2,184 shares; 2024Q4: 2,526 shares; 2025Q1: 2,526 shares; 2025Q2: 2,184 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares 2,184 $269K 0.04% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares 1,396 $267K 0.04% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares 1,575 $267K 0.04% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,609 shares; 2024Q4: 4,609 shares; 2025Q1: 4,609 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares 3,827 $266K 0.04% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,111 shares; 2025Q4: 2,018 shares 2,018 $265K 0.04% -93 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,589 shares; 2025Q1: 7,505 shares; 2025Q2: 9,361 shares; 2025Q3: 9,272 shares; 2025Q4: 8,969 shares 8,969 $263K 0.04% -303 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: 1,439 shares; 2024Q4: 1,565 shares; 2025Q1: 1,619 shares; 2025Q2: 1,400 shares; 2025Q3: 1,396 shares; 2025Q4: 1,087 shares 1,087 $262K 0.04% -309 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares 1,635 $261K 0.04% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 282 shares 282 $256K 0.04% +1 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 12,667 shares; 2025Q1: 12,310 shares; 2025Q2: 12,310 shares; 2025Q3: 12,310 shares; 2025Q4: 12,310 shares 12,310 $254K 0.04% 0 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: 2,643 shares; 2024Q4: 2,468 shares; 2025Q1: 2,441 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 2,214 shares 2,214 $252K 0.04% -227 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: 2,147 shares; 2024Q4: 1,792 shares; 2025Q1: 1,775 shares; 2025Q2: 1,717 shares; 2025Q3: 1,645 shares; 2025Q4: 1,744 shares 1,744 $250K 0.04% +99 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: 1,306 shares; 2024Q4: 1,254 shares; 2025Q1: 1,254 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,264 shares 1,264 $247K 0.04% +10 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,706 shares; 2025Q1: 2,706 shares; 2025Q2: 2,706 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares 2,530 $242K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 519 shares; 2025Q4: 490 shares 490 $239K 0.04% -29 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 18,899 shares; 2025Q1: 16,952 shares; 2025Q2: 19,950 shares; 2025Q3: 18,868 shares; 2025Q4: 20,518 shares 20,518 $235K 0.04% +1,650 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 3,869 shares; 2025Q1: 3,791 shares; 2025Q2: 3,811 shares; 2025Q3: 3,284 shares; 2025Q4: 2,462 shares 2,462 $235K 0.04% -822 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares 2,116 $231K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: 3,301 shares; 2025Q1: 3,279 shares; 2025Q2: 3,253 shares; 2025Q3: 3,157 shares; 2025Q4: 2,730 shares 2,730 $230K 0.04% -427 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,638 shares; 2025Q3: 3,550 shares; 2025Q4: 3,561 shares 3,561 $227K 0.04% +11 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 3,634 shares; 2025Q4: 3,751 shares 3,751 $224K 0.04% +117 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: 904 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 908 shares 908 $224K 0.04% +34 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH 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: 9,874 shares 9,874 $223K 0.04% new Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,227 shares 9,227 $223K 0.04% new Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,940 shares; 2025Q1: 3,832 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares; 2025Q4: 3,561 shares 3,561 $220K 0.04% 0 Timeline SMMV 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: 5,963 shares; 2024Q4: 5,963 shares; 2025Q1: 5,955 shares; 2025Q2: 5,881 shares; 2025Q3: 5,322 shares; 2025Q4: 5,077 shares 5,077 $220K 0.04% -245 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,732 shares 1,732 $217K 0.04% new Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 834 shares 834 $216K 0.04% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 902 shares; 2025Q4: 958 shares 958 $213K 0.03% +56 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 3,144 shares; 2025Q2: 3,144 shares; 2025Q3: 3,144 shares; 2025Q4: 3,144 shares 3,144 $207K 0.03% 0 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: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,047 shares; 2025Q3: not reported; 2025Q4: 1,015 shares 1,015 $207K 0.03% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,126 shares; 2025Q4: 1,064 shares 1,064 $203K 0.03% -62 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 11,424 shares; 2025Q1: 11,953 shares; 2025Q2: 12,098 shares; 2025Q3: 12,098 shares; 2025Q4: 12,124 shares 12,124 $202K 0.03% +26 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,241 shares; 2025Q1: 3,208 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,733 shares 1,733 $201K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 332 shares 332 $200K 0.03% -11 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,660 shares; 2024Q4: 11,588 shares; 2025Q1: 14,198 shares; 2025Q2: 16,361 shares; 2025Q3: 16,238 shares; 2025Q4: 17,986 shares 17,986 $187K 0.03% +1,748 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,317 shares; 2025Q3: 16,239 shares; 2025Q4: 16,668 shares 16,668 $142K 0.02% +429 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG 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: 12,287 shares 12,287 $131K 0.02% new Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,303 shares 46,303 $108K 0.02% new Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,409 shares; 2024Q4: 24,716 shares; 2025Q1: 24,716 shares; 2025Q2: 23,363 shares; 2025Q3: 23,363 shares; 2025Q4: 20,668 shares 20,668 $78.5K 0.01% -2,695 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR 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: 18,768 shares; 2025Q3: 16,946 shares; 2025Q4: 15,964 shares 15,964 $56.4K 0.01% -982 Timeline