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: restricted; 2024Q4: 5,770,716 shares; 2025Q1: 5,842,083 shares; 2025Q2: 6,207,939 shares; 2025Q3: 5,906,356 shares; 2025Q4: 5,983,534 shares 5,983,534 $550M 11.47% +77,178 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: restricted; 2024Q4: 2,570,252 shares; 2025Q1: 2,621,658 shares; 2025Q2: 2,618,967 shares; 2025Q3: 2,698,999 shares; 2025Q4: 2,732,375 shares 2,732,375 $385M 8.05% +33,376 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: restricted; 2024Q4: 5,046,206 shares; 2025Q1: 4,908,369 shares; 2025Q2: 4,817,814 shares; 2025Q3: 4,577,231 shares; 2025Q4: 4,550,074 shares 4,550,074 $260M 5.43% -27,157 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: restricted; 2024Q4: 1,791,302 shares; 2025Q1: 1,718,557 shares; 2025Q2: 1,486,571 shares; 2025Q3: 1,697,745 shares; 2025Q4: 1,745,634 shares 1,745,634 $239M 4.99% +47,889 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 603,176 shares; 2025Q1: 615,166 shares; 2025Q2: 621,827 shares; 2025Q3: 642,083 shares; 2025Q4: 646,364 shares 646,364 $176M 3.67% +4,281 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,275,944 shares; 2025Q1: 2,039,332 shares; 2025Q2: 1,880,108 shares; 2025Q3: 1,850,401 shares; 2025Q4: 1,892,363 shares 1,892,363 $169M 3.53% +41,962 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: restricted; 2024Q4: 91,507 shares; 2025Q1: 78,874 shares; 2025Q2: 79,132 shares; 2025Q3: 78,633 shares; 2025Q4: 78,462 shares 78,462 $168M 3.52% -171 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 467,647 shares; 2025Q1: 508,924 shares; 2025Q2: 635,711 shares; 2025Q3: 672,752 shares; 2025Q4: 685,582 shares 685,582 $128M 2.67% +12,830 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242,857 shares; 2025Q1: 247,070 shares; 2025Q2: 278,557 shares; 2025Q3: 278,464 shares; 2025Q4: 253,794 shares 253,794 $123M 2.56% -24,670 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,790,191 shares; 2025Q2: 2,856,366 shares; 2025Q3: 3,428,196 shares; 2025Q4: 3,477,147 shares 3,477,147 $115M 2.39% +48,951 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,582 shares; 2025Q1: 165,413 shares; 2025Q2: 167,650 shares; 2025Q3: 162,717 shares; 2025Q4: 162,015 shares 162,015 $111M 2.32% -702 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,290,042 shares; 2025Q1: 10,625,620 shares; 2025Q2: 9,926,346 shares; 2025Q3: 715,653 shares; 2025Q4: 692,093 shares 692,093 $69.1M 1.44% -23,560 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,542 shares; 2025Q1: 244,827 shares; 2025Q2: 271,849 shares; 2025Q3: 283,865 shares; 2025Q4: 298,758 shares 298,758 $69M 1.44% +14,893 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143,330 shares; 2025Q1: 147,148 shares; 2025Q2: 180,648 shares; 2025Q3: 182,353 shares; 2025Q4: 183,259 shares 183,259 $57.5M 1.2% +906 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,651 shares; 2025Q1: 135,283 shares; 2025Q2: 140,987 shares; 2025Q3: 147,839 shares; 2025Q4: 151,462 shares 151,462 $52.4M 1.09% +3,623 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,626 shares; 2025Q1: 134,313 shares; 2025Q2: 143,298 shares; 2025Q3: 143,955 shares; 2025Q4: 148,792 shares 148,792 $47.9M 1% +4,837 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,414 shares; 2025Q1: 56,439 shares; 2025Q2: 70,083 shares; 2025Q3: 70,293 shares; 2025Q4: 70,086 shares 70,086 $46.3M 0.97% -207 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475,392 shares; 2025Q3: 444,857 shares; 2025Q4: 453,086 shares 453,086 $46.2M 0.96% +8,229 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677,869 shares; 2025Q1: 719,632 shares; 2025Q2: 692,766 shares; 2025Q3: 610,003 shares; 2025Q4: 610,859 shares 610,859 $41.1M 0.86% +856 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,136 shares; 2025Q1: 174,903 shares; 2025Q2: 213,136 shares; 2025Q3: 129,459 shares; 2025Q4: 129,583 shares 129,583 $40.6M 0.85% +124 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,610 shares; 2025Q1: 50,359 shares; 2025Q2: 63,113 shares; 2025Q3: 70,084 shares; 2025Q4: 78,359 shares 78,359 $35.2M 0.74% +8,275 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,494 shares; 2025Q1: 13,731 shares; 2025Q2: 15,513 shares; 2025Q3: 24,634 shares; 2025Q4: 29,303 shares 29,303 $31.5M 0.66% +4,669 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,577 shares; 2025Q1: 30,833 shares; 2025Q2: 33,356 shares; 2025Q3: 594,111 shares; 2025Q4: 611,269 shares 611,269 $30.7M 0.64% +17,158 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,774 shares; 2025Q1: 46,860 shares; 2025Q2: 47,305 shares; 2025Q3: 49,191 shares; 2025Q4: 48,267 shares 48,267 $30.3M 0.63% -924 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242,062 shares; 2025Q1: 246,947 shares; 2025Q2: 262,848 shares; 2025Q3: 197,663 shares; 2025Q4: 245,272 shares 245,272 $29.5M 0.62% +47,609 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,574 shares; 2025Q1: 64,958 shares; 2025Q2: 80,851 shares; 2025Q3: 79,825 shares; 2025Q4: 82,110 shares 82,110 $28.8M 0.6% +2,285 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: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares 38 $28.7M 0.6% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,319 shares; 2025Q1: 63,094 shares; 2025Q2: 62,127 shares; 2025Q3: 60,120 shares; 2025Q4: 60,180 shares 60,180 $28.5M 0.59% +60 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,639,378 shares; 2025Q1: 2,724,033 shares; 2025Q2: 2,792,238 shares; 2025Q3: 267,338 shares; 2025Q4: 219,281 shares 219,281 $23.5M 0.49% -48,057 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280,826 shares; 2025Q1: 283,674 shares; 2025Q2: 278,986 shares; 2025Q3: 282,216 shares; 2025Q4: 292,509 shares 292,509 $22.5M 0.47% +10,293 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,635 shares; 2025Q1: 18,679 shares; 2025Q2: 25,152 shares; 2025Q3: 23,322 shares; 2025Q4: 232,213 shares 232,213 $21.8M 0.45% +208,891 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,247 shares; 2025Q1: 59,141 shares; 2025Q2: 63,226 shares; 2025Q3: 61,599 shares; 2025Q4: 62,545 shares 62,545 $21.5M 0.45% +946 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,209 shares; 2025Q1: 62,146 shares; 2025Q2: 77,417 shares; 2025Q3: 82,465 shares; 2025Q4: 81,584 shares 81,584 $21M 0.44% -881 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 134,488 shares; 2025Q1: 139,038 shares; 2025Q2: 156,874 shares; 2025Q3: 127,246 shares; 2025Q4: 138,827 shares 138,827 $19.9M 0.42% +11,581 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,120 shares; 2025Q1: 14,536 shares; 2025Q2: 19,851 shares; 2025Q3: 20,528 shares; 2025Q4: 28,894 shares 28,894 $19.5M 0.41% +8,366 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,708 shares; 2025Q1: 219,994 shares; 2025Q2: 290,673 shares; 2025Q3: 342,677 shares; 2025Q4: 337,943 shares 337,943 $19.5M 0.41% -4,734 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 541,920 shares; 2025Q1: 567,715 shares; 2025Q2: 646,092 shares; 2025Q3: 690,344 shares; 2025Q4: 707,799 shares 707,799 $19.2M 0.4% +17,455 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304,681 shares; 2025Q1: 304,681 shares; 2025Q2: 349,227 shares; 2025Q3: 349,377 shares; 2025Q4: 360,027 shares 360,027 $19M 0.4% +10,650 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,488 shares; 2025Q1: 121,902 shares; 2025Q2: 130,025 shares; 2025Q3: 140,433 shares; 2025Q4: 111,163 shares 111,163 $19M 0.4% -29,270 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,354 shares; 2025Q1: 29,256 shares; 2025Q2: 35,925 shares; 2025Q3: 31,557 shares; 2025Q4: 32,537 shares 32,537 $18.6M 0.39% +980 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 1,882 shares; 2025Q2: 2,603 shares; 2025Q3: 2,691 shares; 2025Q4: 3,384 shares 3,384 $18.1M 0.38% +693 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: restricted; 2024Q4: 63,599 shares; 2025Q1: 66,271 shares; 2025Q2: 72,711 shares; 2025Q3: 175,885 shares; 2025Q4: 176,419 shares 176,419 $18.1M 0.38% +534 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 179,276 shares; 2025Q1: 177,622 shares; 2025Q2: 175,914 shares; 2025Q3: 163,744 shares; 2025Q4: 163,027 shares 163,027 $17.5M 0.37% -717 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,074 shares; 2025Q1: 75,803 shares; 2025Q2: 56,870 shares; 2025Q3: 55,126 shares; 2025Q4: 34,621 shares 34,621 $17.4M 0.36% -20,505 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,297 shares; 2025Q1: 51,129 shares; 2025Q2: 61,695 shares; 2025Q3: 74,323 shares; 2025Q4: 75,193 shares 75,193 $17.4M 0.36% +870 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,166 shares; 2025Q1: 70,853 shares; 2025Q2: 86,565 shares; 2025Q3: 89,004 shares; 2025Q4: 89,046 shares 89,046 $17.4M 0.36% +42 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: restricted; 2024Q4: 50,389 shares; 2025Q1: 40,939 shares; 2025Q2: 51,752 shares; 2025Q3: 53,521 shares; 2025Q4: 54,471 shares 54,471 $17.3M 0.36% +950 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,289 shares; 2025Q1: 102,846 shares; 2025Q2: 125,889 shares; 2025Q3: 118,146 shares; 2025Q4: 257,404 shares 257,404 $17.3M 0.36% +139,258 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182,611 shares; 2025Q1: 190,778 shares; 2025Q2: 245,298 shares; 2025Q3: 238,422 shares; 2025Q4: 245,473 shares 245,473 $17.2M 0.36% +7,051 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 197,557 shares; 2025Q1: 187,126 shares; 2025Q2: 342,788 shares; 2025Q3: 314,515 shares; 2025Q4: 308,566 shares 308,566 $17M 0.35% -5,949 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 697,817 shares; 2025Q1: 729,890 shares; 2025Q2: 190,547 shares; 2025Q3: 165,973 shares; 2025Q4: 169,324 shares 169,324 $16.9M 0.35% +3,351 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,752 shares; 2025Q1: 149,466 shares; 2025Q2: 164,390 shares; 2025Q3: 171,947 shares; 2025Q4: 174,268 shares 174,268 $16.8M 0.35% +2,321 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57,044 shares; 2025Q2: 80,612 shares; 2025Q3: 87,483 shares; 2025Q4: 90,296 shares 90,296 $16.1M 0.34% +2,813 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: restricted; 2024Q4: 199,741 shares; 2025Q1: 212,079 shares; 2025Q2: 170,133 shares; 2025Q3: 198,314 shares; 2025Q4: 201,370 shares 201,370 $15.6M 0.33% +3,056 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,053 shares; 2025Q1: 17,462 shares; 2025Q2: 21,924 shares; 2025Q3: 17,362 shares; 2025Q4: 17,403 shares 17,403 $15M 0.31% +41 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: restricted; 2024Q4: 69,705 shares; 2025Q1: 69,427 shares; 2025Q2: 69,353 shares; 2025Q3: 70,029 shares; 2025Q4: 70,588 shares 70,588 $14.8M 0.31% +559 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,089 shares; 2025Q1: 33,794 shares; 2025Q2: 38,736 shares; 2025Q3: 40,140 shares; 2025Q4: 42,011 shares 42,011 $14.5M 0.3% +1,871 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,462 shares; 2025Q1: 93,138 shares; 2025Q2: 94,587 shares; 2025Q3: 93,716 shares; 2025Q4: 93,777 shares 93,777 $14.3M 0.3% +61 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,372 shares; 2025Q1: 76,219 shares; 2025Q2: 76,070 shares; 2025Q3: 208,467 shares; 2025Q4: 223,489 shares 223,489 $14.3M 0.3% +15,022 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,625 shares; 2025Q1: 40,021 shares; 2025Q2: 47,558 shares; 2025Q3: 50,610 shares; 2025Q4: 51,506 shares 51,506 $14M 0.29% +896 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,166 shares; 2025Q4: 99,664 shares 99,664 $13.5M 0.28% -1,502 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,727 shares; 2025Q1: 43,135 shares; 2025Q2: 51,830 shares; 2025Q3: 48,123 shares; 2025Q4: 49,146 shares 49,146 $13.4M 0.28% +1,023 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: restricted; 2024Q4: 54,518 shares; 2025Q1: 57,499 shares; 2025Q2: 63,717 shares; 2025Q3: 62,289 shares; 2025Q4: 63,085 shares 63,085 $13.1M 0.27% +796 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,999 shares; 2025Q1: 81,108 shares; 2025Q2: 93,053 shares; 2025Q3: 92,045 shares; 2025Q4: 91,419 shares 91,419 $13.1M 0.27% -626 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,103 shares; 2025Q3: 9,103 shares; 2025Q4: 546,491 shares 546,491 $13.1M 0.27% +537,388 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199,122 shares; 2025Q1: 202,640 shares; 2025Q2: 208,246 shares; 2025Q3: 209,609 shares; 2025Q4: 208,064 shares 208,064 $13M 0.27% -1,545 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,010 shares; 2025Q1: 31,180 shares; 2025Q2: 23,706 shares; 2025Q3: 97,896 shares; 2025Q4: 99,832 shares 99,832 $12.7M 0.27% +1,936 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,535 shares; 2025Q1: 18,127 shares; 2025Q2: 16,419 shares; 2025Q3: 19,812 shares; 2025Q4: 18,264 shares 18,264 $12.5M 0.26% -1,548 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241,620 shares; 2025Q4: 282,452 shares 282,452 $12.3M 0.26% +40,832 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,622 shares; 2025Q1: 31,453 shares; 2025Q2: 40,424 shares; 2025Q3: 54,960 shares; 2025Q4: 56,177 shares 56,177 $12.2M 0.26% +1,217 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: restricted; 2024Q4: 620,679 shares; 2025Q1: 641,730 shares; 2025Q2: 1,549,056 shares; 2025Q3: 1,504,134 shares; 2025Q4: 1,459,593 shares 1,459,593 $12.2M 0.25% -44,541 PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 422,887 shares; 2025Q1: 416,349 shares; 2025Q2: 413,664 shares; 2025Q3: 413,664 shares; 2025Q4: 389,946 shares 389,946 $12.1M 0.25% -23,718 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,792 shares; 2025Q1: 15,249 shares; 2025Q2: 20,476 shares; 2025Q3: 20,265 shares; 2025Q4: 20,815 shares 20,815 $11.8M 0.25% +550 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 70,546 shares; 2025Q2: 90,471 shares; 2025Q3: 101,865 shares; 2025Q4: 104,142 shares 104,142 $11.6M 0.24% +2,277 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,939 shares; 2025Q1: 90,833 shares; 2025Q2: 113,328 shares; 2025Q3: 123,124 shares; 2025Q4: 124,287 shares 124,287 $11.6M 0.24% +1,163 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,744 shares; 2025Q1: 72,132 shares; 2025Q2: 60,682 shares; 2025Q3: 57,328 shares; 2025Q4: 55,752 shares 55,752 $11.5M 0.24% -1,576 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,333 shares; 2025Q1: 88,382 shares; 2025Q2: 99,587 shares; 2025Q3: 96,574 shares; 2025Q4: 98,162 shares 98,162 $11.5M 0.24% +1,588 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,477 shares; 2025Q1: 117,508 shares; 2025Q2: 105,637 shares; 2025Q3: 101,744 shares; 2025Q4: 103,145 shares 103,145 $11.5M 0.24% +1,401 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,520 shares; 2025Q1: 40,443 shares; 2025Q2: 47,616 shares; 2025Q3: 36,205 shares; 2025Q4: 34,342 shares 34,342 $11.3M 0.24% -1,863 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,563 shares; 2025Q3: 50,583 shares; 2025Q4: 47,504 shares 47,504 $10.6M 0.22% -3,079 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 564,447 shares; 2025Q1: 493,519 shares; 2025Q2: 535,421 shares; 2025Q3: 388,128 shares; 2025Q4: 385,051 shares 385,051 $10.6M 0.22% -3,077 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,395 shares; 2025Q1: 22,922 shares; 2025Q2: 25,878 shares; 2025Q3: 31,017 shares; 2025Q4: 30,136 shares 30,136 $10.6M 0.22% -881 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159,548 shares; 2025Q1: 162,125 shares; 2025Q2: 169,967 shares; 2025Q3: 171,565 shares; 2025Q4: 159,844 shares 159,844 $10.5M 0.22% -11,721 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,696 shares; 2025Q1: 128,506 shares; 2025Q2: 176,391 shares; 2025Q3: 181,429 shares; 2025Q4: 186,004 shares 186,004 $10.4M 0.22% +4,575 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,067 shares; 2025Q1: 42,616 shares; 2025Q2: 55,370 shares; 2025Q3: 56,390 shares; 2025Q4: 57,651 shares 57,651 $10.4M 0.22% +1,261 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: restricted; 2024Q4: 33,753 shares; 2025Q1: 34,609 shares; 2025Q2: 46,135 shares; 2025Q3: 45,501 shares; 2025Q4: 45,988 shares 45,988 $9.75M 0.2% +487 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,086 shares; 2025Q1: 61,679 shares; 2025Q2: 62,014 shares; 2025Q3: 58,874 shares; 2025Q4: 56,328 shares 56,328 $9.61M 0.2% -2,546 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,796 shares; 2025Q1: 111,102 shares; 2025Q2: 81,268 shares; 2025Q3: 79,268 shares; 2025Q4: 78,357 shares 78,357 $9.42M 0.2% -911 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,574 shares; 2025Q1: 31,851 shares; 2025Q2: 42,273 shares; 2025Q3: 41,477 shares; 2025Q4: 42,066 shares 42,066 $9.24M 0.19% +589 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,754 shares; 2025Q3: 126,079 shares; 2025Q4: 127,467 shares 127,467 $9.24M 0.19% +1,388 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,468 shares; 2025Q1: 14,628 shares; 2025Q2: 10,512 shares; 2025Q3: 72,471 shares; 2025Q4: 74,051 shares 74,051 $9.09M 0.19% +1,580 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,553 shares; 2025Q1: 12,933 shares; 2025Q2: 5,828 shares; 2025Q3: 5,413 shares; 2025Q4: 23,829 shares 23,829 $8.9M 0.19% +18,416 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 70,864 shares; 2025Q2: 100,287 shares; 2025Q3: 223,157 shares; 2025Q4: 215,485 shares 215,485 $8.87M 0.19% -7,672 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,887 shares; 2025Q1: 40,881 shares; 2025Q2: 37,267 shares; 2025Q3: 34,834 shares; 2025Q4: 33,965 shares 33,965 $7.76M 0.16% -869 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,301 shares; 2025Q1: 26,805 shares; 2025Q2: 28,757 shares; 2025Q3: 26,064 shares; 2025Q4: 25,196 shares 25,196 $7.46M 0.16% -868 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: restricted; 2024Q4: 10,864 shares; 2025Q1: 7,848 shares; 2025Q2: 43,101 shares; 2025Q3: 43,380 shares; 2025Q4: 58,495 shares 58,495 $7.36M 0.15% +15,115 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,042 shares; 2025Q1: 33,254 shares; 2025Q2: 31,094 shares; 2025Q3: 32,538 shares; 2025Q4: 29,691 shares 29,691 $7.31M 0.15% -2,847 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,548 shares; 2025Q1: 42,141 shares; 2025Q2: 49,919 shares; 2025Q3: 43,799 shares; 2025Q4: 45,064 shares 45,064 $7.23M 0.15% +1,265 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,110 shares; 2025Q1: 12,772 shares; 2025Q2: 12,168 shares; 2025Q3: 13,076 shares; 2025Q4: 21,457 shares 21,457 $7.19M 0.15% +8,381 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,028 shares; 2025Q1: 66,053 shares; 2025Q2: 74,002 shares; 2025Q3: 80,464 shares; 2025Q4: 77,772 shares 77,772 $7M 0.15% -2,692 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,015 shares; 2025Q1: 22,079 shares; 2025Q2: 21,644 shares; 2025Q3: 21,476 shares; 2025Q4: 19,913 shares 19,913 $7M 0.15% -1,563 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,473 shares; 2025Q4: 29,447 shares 29,447 $6.66M 0.14% -2,026 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,181 shares; 2025Q1: 49,499 shares; 2025Q2: 50,631 shares; 2025Q3: 40,763 shares; 2025Q4: 89,592 shares 89,592 $6.64M 0.14% +48,829 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,727 shares; 2025Q1: 60,901 shares; 2025Q2: 67,896 shares; 2025Q3: 67,774 shares; 2025Q4: 24,597 shares 24,597 $6.6M 0.14% -43,177 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,838 shares; 2025Q1: 83,216 shares; 2025Q2: 65,962 shares; 2025Q3: 61,998 shares; 2025Q4: 62,045 shares 62,045 $6.53M 0.14% +47 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,856 shares; 2025Q1: 132,258 shares; 2025Q2: 126,403 shares; 2025Q3: 119,495 shares; 2025Q4: 112,916 shares 112,916 $6.07M 0.13% -6,579 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,095 shares; 2025Q4: 72,738 shares 72,738 $6.02M 0.13% +5,643 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,982 shares; 2025Q1: 5,072 shares; 2025Q2: 4,986 shares; 2025Q3: 5,006 shares; 2025Q4: 51,781 shares 51,781 $5.97M 0.12% +46,775 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,631 shares; 2025Q1: 35,564 shares; 2025Q2: 31,670 shares; 2025Q3: 30,986 shares; 2025Q4: 52,177 shares 52,177 $5.94M 0.12% +21,191 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,005 shares; 2025Q1: 16,855 shares; 2025Q2: 16,165 shares; 2025Q3: 16,603 shares; 2025Q4: 18,215 shares 18,215 $5.88M 0.12% +1,612 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,906 shares; 2025Q1: 55,647 shares; 2025Q2: 61,350 shares; 2025Q3: 63,131 shares; 2025Q4: 58,739 shares 58,739 $5.64M 0.12% -4,392 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,840 shares; 2025Q1: 19,522 shares; 2025Q2: 15,261 shares; 2025Q3: 15,858 shares; 2025Q4: 31,456 shares 31,456 $5.38M 0.11% +15,598 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,233 shares; 2025Q1: 47,706 shares; 2025Q2: 41,863 shares; 2025Q3: 22,657 shares; 2025Q4: 21,268 shares 21,268 $5.13M 0.11% -1,389 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: restricted; 2024Q4: 107,182 shares; 2025Q1: 107,525 shares; 2025Q2: 110,540 shares; 2025Q3: 110,076 shares; 2025Q4: 103,178 shares 103,178 $5.08M 0.11% -6,898 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,410 shares; 2025Q1: 43,059 shares; 2025Q2: 33,729 shares; 2025Q3: 31,950 shares; 2025Q4: 31,444 shares 31,444 $5.03M 0.11% -506 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,272 shares; 2025Q1: 11,949 shares; 2025Q2: 11,981 shares; 2025Q3: 64,144 shares; 2025Q4: 135,442 shares 135,442 $5.01M 0.1% +71,298 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,929 shares; 2025Q4: 17,350 shares 17,350 $4.84M 0.1% +8,421 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,129 shares; 2025Q1: 38,701 shares; 2025Q2: 51,552 shares; 2025Q3: 53,779 shares; 2025Q4: 49,734 shares 49,734 $4.83M 0.1% -4,045 Timeline BKLN 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: restricted; 2024Q4: 150,436 shares; 2025Q1: 154,107 shares; 2025Q2: 230,644 shares; 2025Q3: 235,742 shares; 2025Q4: 224,203 shares 224,203 $4.71M 0.1% -11,539 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,703 shares; 2025Q1: 17,757 shares; 2025Q2: 16,524 shares; 2025Q3: 16,664 shares; 2025Q4: 21,940 shares 21,940 $4.65M 0.1% +5,276 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,418 shares; 2025Q1: 42,769 shares; 2025Q2: 38,481 shares; 2025Q3: 38,595 shares; 2025Q4: 21,683 shares 21,683 $4.64M 0.1% -16,912 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,427 shares; 2025Q1: 16,114 shares; 2025Q2: 16,050 shares; 2025Q3: 15,952 shares; 2025Q4: 31,729 shares 31,729 $4.57M 0.1% +15,777 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,899 shares; 2025Q1: 5,796 shares; 2025Q2: 6,404 shares; 2025Q3: 6,557 shares; 2025Q4: 20,625 shares 20,625 $4.48M 0.09% +14,068 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,767 shares; 2025Q1: 26,733 shares; 2025Q2: 28,529 shares; 2025Q3: 30,140 shares; 2025Q4: 31,023 shares 31,023 $4.45M 0.09% +883 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,436 shares; 2025Q1: 60,441 shares; 2025Q2: 56,023 shares; 2025Q3: 53,878 shares; 2025Q4: 54,383 shares 54,383 $4.37M 0.09% +505 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,356 shares; 2025Q1: 40,612 shares; 2025Q2: 40,725 shares; 2025Q3: 40,195 shares; 2025Q4: 32,069 shares 32,069 $4.36M 0.09% -8,126 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,080 shares; 2025Q1: 108,933 shares; 2025Q2: 89,524 shares; 2025Q3: 81,579 shares; 2025Q4: 80,461 shares 80,461 $4.34M 0.09% -1,118 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,884 shares; 2025Q1: 38,039 shares; 2025Q2: 31,904 shares; 2025Q3: 28,310 shares; 2025Q4: 26,668 shares 26,668 $4.32M 0.09% -1,642 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,776 shares; 2025Q1: 7,811 shares; 2025Q2: 29,741 shares; 2025Q3: 25,684 shares; 2025Q4: 43,228 shares 43,228 $4.29M 0.09% +17,544 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,101 shares; 2025Q1: 22,488 shares; 2025Q2: 25,922 shares; 2025Q3: 25,692 shares; 2025Q4: 7,148 shares 7,148 $4.14M 0.09% -18,544 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,173 shares; 2025Q1: 28,651 shares; 2025Q2: 31,442 shares; 2025Q3: 30,812 shares; 2025Q4: 33,601 shares 33,601 $4.14M 0.09% +2,789 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,071 shares; 2025Q1: 12,303 shares; 2025Q2: 12,581 shares; 2025Q3: 12,420 shares; 2025Q4: 13,290 shares 13,290 $4.09M 0.09% +870 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: restricted; 2024Q4: 10,185 shares; 2025Q1: 10,192 shares; 2025Q2: 10,299 shares; 2025Q3: 10,185 shares; 2025Q4: 10,185 shares 10,185 $4.04M 0.08% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,992 shares; 2025Q1: 14,055 shares; 2025Q2: 13,509 shares; 2025Q3: 13,297 shares; 2025Q4: 13,189 shares 13,189 $4.03M 0.08% -108 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,274 shares; 2025Q1: 37,603 shares; 2025Q2: 36,361 shares; 2025Q3: 33,419 shares; 2025Q4: 31,956 shares 31,956 $4M 0.08% -1,463 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,314 shares; 2025Q1: 6,070 shares; 2025Q2: 6,461 shares; 2025Q3: 6,635 shares; 2025Q4: 6,478 shares 6,478 $3.91M 0.08% -157 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,532 shares; 2025Q1: 3,203 shares; 2025Q2: 3,388 shares; 2025Q3: 3,415 shares; 2025Q4: 3,603 shares 3,603 $3.86M 0.08% +188 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,770 shares; 2025Q1: 23,204 shares; 2025Q2: 20,439 shares; 2025Q3: 19,467 shares; 2025Q4: 19,583 shares 19,583 $3.82M 0.08% +116 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339,554 shares; 2025Q3: 309,227 shares; 2025Q4: 306,016 shares 306,016 $3.81M 0.08% -3,211 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,422 shares; 2025Q1: 38,011 shares; 2025Q2: 45,607 shares; 2025Q3: 45,249 shares; 2025Q4: 16,640 shares 16,640 $3.81M 0.08% -28,609 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: restricted; 2024Q4: 35,687 shares; 2025Q1: 37,113 shares; 2025Q2: 30,363 shares; 2025Q3: 27,875 shares; 2025Q4: 27,535 shares 27,535 $3.79M 0.08% -340 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,682 shares; 2025Q1: 9,942 shares; 2025Q2: 9,696 shares; 2025Q3: 11,173 shares; 2025Q4: 12,211 shares 12,211 $3.71M 0.08% +1,038 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,121 shares; 2025Q1: 58,492 shares; 2025Q2: 49,200 shares; 2025Q3: 44,918 shares; 2025Q4: 42,472 shares 42,472 $3.7M 0.08% -2,446 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,015 shares; 2025Q1: 5,813 shares; 2025Q2: 5,666 shares; 2025Q3: 6,292 shares; 2025Q4: 5,923 shares 5,923 $3.64M 0.08% -369 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,671 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,417 shares; 2025Q4: 23,064 shares 23,064 $3.56M 0.07% +21,647 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,052 shares; 2025Q1: 35,686 shares; 2025Q2: 28,195 shares; 2025Q3: 26,545 shares; 2025Q4: 29,151 shares 29,151 $3.49M 0.07% +2,606 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: restricted; 2024Q4: 5,487 shares; 2025Q1: 5,494 shares; 2025Q2: 31,112 shares; 2025Q3: 27,111 shares; 2025Q4: 26,987 shares 26,987 $3.48M 0.07% -124 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,443 shares; 2025Q1: 18,286 shares; 2025Q2: 14,959 shares; 2025Q3: 16,382 shares; 2025Q4: 18,283 shares 18,283 $3.35M 0.07% +1,901 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: restricted; 2024Q4: 24,263 shares; 2025Q1: 23,562 shares; 2025Q2: 23,476 shares; 2025Q3: 23,729 shares; 2025Q4: 23,618 shares 23,618 $3.33M 0.07% -111 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,604 shares; 2025Q1: 8,029 shares; 2025Q2: 4,328 shares; 2025Q3: 3,204 shares; 2025Q4: 3,679 shares 3,679 $3.23M 0.07% +475 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: restricted; 2024Q4: 38,368 shares; 2025Q1: 38,909 shares; 2025Q2: 41,728 shares; 2025Q3: 48,098 shares; 2025Q4: 44,418 shares 44,418 $3.23M 0.07% -3,680 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,445 shares; 2025Q1: 22,114 shares; 2025Q2: 13,258 shares; 2025Q3: 12,272 shares; 2025Q4: 12,223 shares 12,223 $3.14M 0.07% -49 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,089 shares; 2025Q1: 33,062 shares; 2025Q2: 17,275 shares; 2025Q3: 18,622 shares; 2025Q4: 20,051 shares 20,051 $3.08M 0.06% +1,429 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,804 shares; 2025Q1: 9,862 shares; 2025Q2: 11,424 shares; 2025Q3: 11,506 shares; 2025Q4: 9,381 shares 9,381 $3.07M 0.06% -2,125 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,023 shares; 2025Q1: 11,825 shares; 2025Q2: 29,457 shares; 2025Q3: 26,972 shares; 2025Q4: 26,312 shares 26,312 $3.05M 0.06% -660 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,266 shares 41,266 $3.03M 0.06% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,850 shares; 2025Q1: 5,604 shares; 2025Q2: 4,099 shares; 2025Q3: 4,062 shares; 2025Q4: 20,005 shares 20,005 $3.03M 0.06% +15,943 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,977 shares; 2025Q1: 73,737 shares; 2025Q2: 51,951 shares; 2025Q3: 50,095 shares; 2025Q4: 47,125 shares 47,125 $3M 0.06% -2,970 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,082 shares 37,082 $2.89M 0.06% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,061 shares; 2025Q1: 3,660 shares; 2025Q2: 3,333 shares; 2025Q3: 3,302 shares; 2025Q4: 5,001 shares 5,001 $2.86M 0.06% +1,699 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,709 shares; 2025Q1: 11,633 shares; 2025Q2: 40,740 shares; 2025Q3: 36,449 shares; 2025Q4: 35,772 shares 35,772 $2.84M 0.06% -677 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: restricted; 2024Q4: 3,877 shares; 2025Q1: 3,945 shares; 2025Q2: 13,783 shares; 2025Q3: 14,910 shares; 2025Q4: 15,366 shares 15,366 $2.84M 0.06% +456 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: restricted; 2024Q4: 225 shares; 2025Q1: 124 shares; 2025Q2: 241 shares; 2025Q3: not reported; 2025Q4: 1,653 shares 1,653 $2.79M 0.06% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,854 shares; 2025Q1: 36,632 shares; 2025Q2: 28,257 shares; 2025Q3: 29,212 shares; 2025Q4: 29,889 shares 29,889 $2.79M 0.06% +677 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,332 shares; 2025Q1: 56,332 shares; 2025Q2: 56,332 shares; 2025Q3: 56,332 shares; 2025Q4: 58,864 shares 58,864 $2.75M 0.06% +2,532 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,678 shares 4,678 $2.68M 0.06% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,765 shares; 2025Q1: 39,912 shares; 2025Q2: 28,859 shares; 2025Q3: 31,327 shares; 2025Q4: 29,807 shares 29,807 $2.64M 0.06% -1,520 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,610 shares; 2025Q1: 105,073 shares; 2025Q2: 144,386 shares; 2025Q3: 117,000 shares; 2025Q4: 118,591 shares 118,591 $2.53M 0.05% +1,591 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,184 shares; 2025Q1: 13,185 shares; 2025Q2: 10,732 shares; 2025Q3: 9,625 shares; 2025Q4: 9,173 shares 9,173 $2.52M 0.05% -452 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,914 shares; 2025Q1: 9,561 shares; 2025Q2: 6,518 shares; 2025Q3: 6,146 shares; 2025Q4: 9,743 shares 9,743 $2.51M 0.05% +3,597 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,949 shares 5,949 $2.51M 0.05% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,795 shares; 2025Q1: 81,424 shares; 2025Q2: 81,518 shares; 2025Q3: 87,024 shares; 2025Q4: 91,853 shares 91,853 $2.51M 0.05% +4,829 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,571 shares; 2025Q1: 115,709 shares; 2025Q2: 97,361 shares; 2025Q3: 96,455 shares; 2025Q4: 99,077 shares 99,077 $2.46M 0.05% +2,622 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,655 shares; 2025Q1: 32,130 shares; 2025Q2: 11,253 shares; 2025Q3: 12,143 shares; 2025Q4: 13,774 shares 13,774 $2.45M 0.05% +1,631 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,430 shares; 2025Q1: 13,905 shares; 2025Q2: 13,998 shares; 2025Q3: 22,019 shares; 2025Q4: 25,263 shares 25,263 $2.41M 0.05% +3,244 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,876 shares; 2025Q1: 6,019 shares; 2025Q2: 5,669 shares; 2025Q3: 5,820 shares; 2025Q4: 6,501 shares 6,501 $2.41M 0.05% +681 Timeline JVAL 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: restricted; 2024Q4: 60,303 shares; 2025Q1: 57,710 shares; 2025Q2: 50,693 shares; 2025Q3: 48,105 shares; 2025Q4: 47,778 shares 47,778 $2.34M 0.05% -327 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,425 shares; 2025Q1: 38,422 shares; 2025Q2: 24,934 shares; 2025Q3: 24,782 shares; 2025Q4: 24,656 shares 24,656 $2.32M 0.05% -126 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,956 shares; 2025Q1: 38,523 shares; 2025Q2: 27,752 shares; 2025Q3: 28,362 shares; 2025Q4: 28,205 shares 28,205 $2.31M 0.05% -157 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,436 shares; 2025Q1: 31,170 shares; 2025Q2: 22,887 shares; 2025Q3: 23,853 shares; 2025Q4: 22,170 shares 22,170 $2.31M 0.05% -1,683 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,250 shares; 2025Q1: 35,672 shares; 2025Q2: 27,004 shares; 2025Q3: 25,433 shares; 2025Q4: 23,995 shares 23,995 $2.3M 0.05% -1,438 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,392 shares 47,392 $2.3M 0.05% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,575 shares; 2025Q1: 16,575 shares; 2025Q2: 16,575 shares; 2025Q3: 16,675 shares; 2025Q4: 16,310 shares 16,310 $2.3M 0.05% -365 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,942 shares; 2025Q1: 2,220 shares; 2025Q2: 9,110 shares; 2025Q3: 9,241 shares; 2025Q4: 9,481 shares 9,481 $2.3M 0.05% +240 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,877 shares 11,877 $2.3M 0.05% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,959 shares; 2025Q1: 3,007 shares; 2025Q2: 3,146 shares; 2025Q3: 3,120 shares; 2025Q4: 3,497 shares 3,497 $2.29M 0.05% +377 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,739 shares; 2025Q1: 13,740 shares; 2025Q2: 13,565 shares; 2025Q3: 14,995 shares; 2025Q4: 17,010 shares 17,010 $2.26M 0.05% +2,015 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,875 shares; 2025Q1: 3,193 shares; 2025Q2: 4,632 shares; 2025Q3: 4,971 shares; 2025Q4: 4,612 shares 4,612 $2.25M 0.05% -359 Timeline JQUA 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: restricted; 2024Q4: 49,988 shares; 2025Q1: 48,086 shares; 2025Q2: 37,700 shares; 2025Q3: 35,162 shares; 2025Q4: 34,921 shares 34,921 $2.21M 0.05% -241 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,465 shares; 2025Q1: 38,331 shares; 2025Q2: 35,103 shares; 2025Q3: 33,688 shares; 2025Q4: 32,810 shares 32,810 $2.2M 0.05% -878 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257,197 shares; 2025Q1: 112,892 shares; 2025Q2: 102,645 shares; 2025Q3: 96,204 shares; 2025Q4: 88,377 shares 88,377 $2.2M 0.05% -7,827 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: restricted; 2024Q4: 25,299 shares; 2025Q1: 25,354 shares; 2025Q2: 20,920 shares; 2025Q3: 19,327 shares; 2025Q4: 19,522 shares 19,522 $2.19M 0.05% +195 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,891 shares; 2025Q1: 7,509 shares; 2025Q2: 11,196 shares; 2025Q3: 9,119 shares; 2025Q4: 10,357 shares 10,357 $2.16M 0.05% +1,238 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,448 shares; 2025Q1: 28,759 shares; 2025Q2: 42,327 shares; 2025Q3: 36,382 shares; 2025Q4: 31,539 shares 31,539 $2.13M 0.04% -4,843 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: restricted; 2024Q4: 12,745 shares; 2025Q1: 14,781 shares; 2025Q2: 15,753 shares; 2025Q3: 15,373 shares; 2025Q4: 16,117 shares 16,117 $2.12M 0.04% +744 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,855 shares; 2025Q1: 5,832 shares; 2025Q2: 5,722 shares; 2025Q3: 8,129 shares; 2025Q4: 7,336 shares 7,336 $2.09M 0.04% -793 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,974 shares; 2025Q1: 31,273 shares; 2025Q2: 25,334 shares; 2025Q3: 25,600 shares; 2025Q4: 12,864 shares 12,864 $2.09M 0.04% -12,736 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: restricted; 2024Q4: 18,079 shares; 2025Q1: 19,124 shares; 2025Q2: 13,859 shares; 2025Q3: 14,583 shares; 2025Q4: 14,620 shares 14,620 $2.07M 0.04% +37 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,752 shares; 2025Q1: 26,763 shares; 2025Q2: 25,959 shares; 2025Q3: 19,438 shares; 2025Q4: 21,231 shares 21,231 $2.04M 0.04% +1,793 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,476 shares; 2025Q1: 9,846 shares; 2025Q2: 9,293 shares; 2025Q3: 8,609 shares; 2025Q4: 8,077 shares 8,077 $2M 0.04% -532 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,415 shares; 2025Q1: 23,132 shares; 2025Q2: 37,828 shares; 2025Q3: 39,777 shares; 2025Q4: 39,554 shares 39,554 $1.98M 0.04% -223 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,855 shares; 2025Q1: 9,951 shares; 2025Q2: 21,324 shares; 2025Q3: 22,417 shares; 2025Q4: 24,085 shares 24,085 $1.98M 0.04% +1,668 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,782 shares; 2025Q1: 100,340 shares; 2025Q2: 78,275 shares; 2025Q3: 72,883 shares; 2025Q4: 65,559 shares 65,559 $1.96M 0.04% -7,324 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: restricted; 2024Q4: 8,795 shares; 2025Q1: 19,545 shares; 2025Q2: 17,355 shares; 2025Q3: 15,408 shares; 2025Q4: 10,809 shares 10,809 $1.96M 0.04% -4,599 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,144 shares; 2025Q1: 9,306 shares; 2025Q2: 6,674 shares; 2025Q3: 7,161 shares; 2025Q4: 6,736 shares 6,736 $1.95M 0.04% -425 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,222 shares; 2025Q1: 49,824 shares; 2025Q2: 40,856 shares; 2025Q3: 40,826 shares; 2025Q4: 35,533 shares 35,533 $1.92M 0.04% -5,293 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,201 shares 4,201 $1.91M 0.04% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,796 shares; 2025Q1: 2,599 shares; 2025Q2: 5,007 shares; 2025Q3: 5,151 shares; 2025Q4: 3,856 shares 3,856 $1.88M 0.04% -1,295 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,434 shares; 2025Q1: 4,499 shares; 2025Q2: 16,127 shares; 2025Q3: 17,590 shares; 2025Q4: 17,865 shares 17,865 $1.82M 0.04% +275 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,347 shares; 2025Q1: 128,146 shares; 2025Q2: 104,439 shares; 2025Q3: 79,652 shares; 2025Q4: 75,234 shares 75,234 $1.81M 0.04% -4,418 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,906 shares; 2025Q1: 56,343 shares; 2025Q2: 37,914 shares; 2025Q3: 35,947 shares; 2025Q4: 39,171 shares 39,171 $1.8M 0.04% +3,224 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,869 shares; 2025Q1: 18,685 shares; 2025Q2: 17,787 shares; 2025Q3: 17,186 shares; 2025Q4: 17,955 shares 17,955 $1.79M 0.04% +769 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 2,585 shares; 2025Q2: 2,613 shares; 2025Q3: 2,510 shares; 2025Q4: 2,639 shares 2,639 $1.75M 0.04% +129 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: restricted; 2024Q4: 4,026 shares; 2025Q1: 4,077 shares; 2025Q2: 13,632 shares; 2025Q3: 14,144 shares; 2025Q4: 14,454 shares 14,454 $1.73M 0.04% +310 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,561 shares; 2025Q2: 9,426 shares; 2025Q3: 9,766 shares; 2025Q4: 10,113 shares 10,113 $1.72M 0.04% +347 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,035 shares; 2025Q1: 3,577 shares; 2025Q2: 3,233 shares; 2025Q3: 3,255 shares; 2025Q4: 2,990 shares 2,990 $1.7M 0.04% -265 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,544 shares; 2025Q1: 10,142 shares; 2025Q2: 11,876 shares; 2025Q3: 9,951 shares; 2025Q4: 10,392 shares 10,392 $1.69M 0.04% +441 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,153 shares; 2025Q1: 6,189 shares; 2025Q2: 11,963 shares; 2025Q3: 11,971 shares; 2025Q4: 14,490 shares 14,490 $1.69M 0.04% +2,519 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,694 shares; 2025Q1: 3,748 shares; 2025Q2: 13,111 shares; 2025Q3: 14,937 shares; 2025Q4: 14,992 shares 14,992 $1.68M 0.04% +55 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: restricted; 2024Q4: 15,291 shares; 2025Q1: 15,422 shares; 2025Q2: 10,354 shares; 2025Q3: 10,729 shares; 2025Q4: 10,398 shares 10,398 $1.67M 0.03% -331 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,996 shares; 2025Q1: 1,980 shares; 2025Q2: 1,992 shares; 2025Q3: 1,984 shares; 2025Q4: 2,031 shares 2,031 $1.67M 0.03% +47 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: restricted; 2024Q4: 5,868 shares; 2025Q1: 6,716 shares; 2025Q2: 20,160 shares; 2025Q3: 20,975 shares; 2025Q4: 21,140 shares 21,140 $1.64M 0.03% +165 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,613 shares; 2025Q1: 2,616 shares; 2025Q2: 9,613 shares; 2025Q3: 10,174 shares; 2025Q4: 8,215 shares 8,215 $1.63M 0.03% -1,959 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,813 shares; 2025Q4: 47,700 shares 47,700 $1.59M 0.03% +14,887 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,365 shares; 2025Q1: 5,489 shares; 2025Q2: 19,633 shares; 2025Q3: 21,014 shares; 2025Q4: 21,490 shares 21,490 $1.58M 0.03% +476 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,516 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,950 shares 20,950 $1.58M 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,122 shares; 2025Q1: 4,205 shares; 2025Q2: 4,472 shares; 2025Q3: 3,463 shares; 2025Q4: 3,258 shares 3,258 $1.58M 0.03% -205 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,909 shares; 2025Q1: 62,451 shares; 2025Q2: 44,216 shares; 2025Q3: 42,314 shares; 2025Q4: 42,453 shares 42,453 $1.57M 0.03% +139 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,960 shares; 2025Q3: 9,927 shares; 2025Q4: 9,927 shares 9,927 $1.55M 0.03% 0 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: restricted; 2024Q4: 15,730 shares; 2025Q1: 14,942 shares; 2025Q2: 10,925 shares; 2025Q3: 8,276 shares; 2025Q4: 8,373 shares 8,373 $1.55M 0.03% +97 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,025 shares; 2025Q1: 9,025 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 7,773 shares 7,773 $1.55M 0.03% +5,925 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: restricted; 2024Q4: 6,213 shares; 2025Q1: 4,610 shares; 2025Q2: 10,549 shares; 2025Q3: 11,149 shares; 2025Q4: 11,378 shares 11,378 $1.55M 0.03% +229 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: restricted; 2024Q4: 1,288 shares; 2025Q1: 1,258 shares; 2025Q2: 2,924 shares; 2025Q3: 4,184 shares; 2025Q4: 4,829 shares 4,829 $1.54M 0.03% +645 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,396 shares; 2025Q1: 3,290 shares; 2025Q2: 2,649 shares; 2025Q3: 3,523 shares; 2025Q4: 5,263 shares 5,263 $1.53M 0.03% +1,740 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,943 shares; 2025Q2: 5,696 shares; 2025Q3: 12,262 shares; 2025Q4: 10,262 shares 10,262 $1.53M 0.03% -2,000 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,440 shares; 2025Q1: 7,259 shares; 2025Q2: 6,193 shares; 2025Q3: 5,870 shares; 2025Q4: 5,192 shares 5,192 $1.52M 0.03% -678 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,517 shares; 2025Q1: 2,372 shares; 2025Q2: 2,390 shares; 2025Q3: 2,131 shares; 2025Q4: 3,261 shares 3,261 $1.52M 0.03% +1,130 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,450 shares; 2025Q1: 8,352 shares; 2025Q2: 31,368 shares; 2025Q3: 32,126 shares; 2025Q4: 33,009 shares 33,009 $1.51M 0.03% +883 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,329 shares; 2025Q1: 4,121 shares; 2025Q2: 7,016 shares; 2025Q3: 6,197 shares; 2025Q4: 5,795 shares 5,795 $1.5M 0.03% -402 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: restricted; 2024Q4: 2,760 shares; 2025Q1: 2,686 shares; 2025Q2: 9,875 shares; 2025Q3: 10,749 shares; 2025Q4: 11,057 shares 11,057 $1.5M 0.03% +308 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,527 shares; 2025Q1: 3,489 shares; 2025Q2: 4,272 shares; 2025Q3: 3,979 shares; 2025Q4: 4,774 shares 4,774 $1.49M 0.03% +795 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: restricted; 2024Q4: 6,428 shares; 2025Q1: 6,451 shares; 2025Q2: 13,066 shares; 2025Q3: 13,431 shares; 2025Q4: 14,303 shares 14,303 $1.49M 0.03% +872 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600,545 shares; 2025Q2: 847,809 shares; 2025Q3: 15,411 shares; 2025Q4: 102,922 shares 102,922 $1.48M 0.03% +87,511 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: restricted; 2024Q4: 44,271 shares; 2025Q1: 38,513 shares; 2025Q2: 27,724 shares; 2025Q3: 23,397 shares; 2025Q4: 6,389 shares 6,389 $1.45M 0.03% -17,008 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,717 shares; 2025Q1: 8,352 shares; 2025Q2: 8,121 shares; 2025Q3: 8,020 shares; 2025Q4: 7,262 shares 7,262 $1.44M 0.03% -758 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: restricted; 2024Q4: 1,288 shares; 2025Q1: 1,296 shares; 2025Q2: 4,882 shares; 2025Q3: 4,994 shares; 2025Q4: 5,073 shares 5,073 $1.43M 0.03% +79 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,730 shares; 2025Q1: 31,927 shares; 2025Q2: 31,840 shares; 2025Q3: 33,202 shares; 2025Q4: 33,135 shares 33,135 $1.42M 0.03% -67 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,111 shares; 2025Q1: 6,111 shares; 2025Q2: 6,147 shares; 2025Q3: 6,136 shares; 2025Q4: 6,411 shares 6,411 $1.41M 0.03% +275 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,192 shares; 2025Q1: 650 shares; 2025Q2: 1,428 shares; 2025Q3: 1,409 shares; 2025Q4: 1,735 shares 1,735 $1.4M 0.03% +326 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,294 shares; 2025Q1: 20,360 shares; 2025Q2: 74,579 shares; 2025Q3: 78,467 shares; 2025Q4: 77,493 shares 77,493 $1.38M 0.03% -974 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,251 shares; 2025Q1: 80,830 shares; 2025Q2: 60,147 shares; 2025Q3: 66,461 shares; 2025Q4: 61,867 shares 61,867 $1.38M 0.03% -4,594 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,873 shares; 2025Q2: 13,591 shares; 2025Q3: 14,890 shares; 2025Q4: 14,813 shares 14,813 $1.36M 0.03% -77 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,214 shares; 2025Q4: 11,373 shares 11,373 $1.35M 0.03% +159 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,163 shares; 2025Q1: 15,304 shares; 2025Q2: 55,953 shares; 2025Q3: 58,869 shares; 2025Q4: 59,840 shares 59,840 $1.34M 0.03% +971 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: restricted; 2024Q4: 1,613 shares; 2025Q1: 1,631 shares; 2025Q2: 6,146 shares; 2025Q3: 6,468 shares; 2025Q4: 6,509 shares 6,509 $1.32M 0.03% +41 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,244 shares; 2025Q1: 28,114 shares; 2025Q2: 19,697 shares; 2025Q3: 21,377 shares; 2025Q4: 19,678 shares 19,678 $1.32M 0.03% -1,699 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,606 shares; 2025Q1: 79,999 shares; 2025Q2: 89,645 shares; 2025Q3: 22,445 shares; 2025Q4: 20,592 shares 20,592 $1.31M 0.03% -1,853 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,373 shares; 2025Q2: 36,924 shares; 2025Q3: 88,309 shares; 2025Q4: 85,337 shares 85,337 $1.31M 0.03% -2,972 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: 2,025 shares; 2025Q3: 2,092 shares; 2025Q4: 2,450 shares 2,450 $1.31M 0.03% +358 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: restricted; 2024Q4: 883 shares; 2025Q1: 1,268 shares; 2025Q2: 4,523 shares; 2025Q3: 4,765 shares; 2025Q4: 3,586 shares 3,586 $1.29M 0.03% -1,179 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,750 shares; 2025Q1: 8,725 shares; 2025Q2: 8,769 shares; 2025Q3: 7,439 shares; 2025Q4: 7,522 shares 7,522 $1.28M 0.03% +83 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: restricted; 2024Q4: 9,819 shares; 2025Q1: 8,689 shares; 2025Q2: 8,354 shares; 2025Q3: 5,959 shares; 2025Q4: 5,745 shares 5,745 $1.28M 0.03% -214 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: restricted; 2024Q4: 2,205 shares; 2025Q1: 2,159 shares; 2025Q2: 5,956 shares; 2025Q3: 6,328 shares; 2025Q4: 6,473 shares 6,473 $1.28M 0.03% +145 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: restricted; 2024Q4: 861 shares; 2025Q1: 951 shares; 2025Q2: 3,097 shares; 2025Q3: 3,353 shares; 2025Q4: 3,798 shares 3,798 $1.28M 0.03% +445 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: restricted; 2024Q4: 65,026 shares; 2025Q1: 75,464 shares; 2025Q2: 54,681 shares; 2025Q3: 58,807 shares; 2025Q4: 54,621 shares 54,621 $1.28M 0.03% -4,186 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,203 shares; 2025Q1: 33,827 shares; 2025Q2: 31,673 shares; 2025Q3: 34,804 shares; 2025Q4: 31,299 shares 31,299 $1.27M 0.03% -3,505 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: restricted; 2024Q4: 3,699 shares; 2025Q1: 3,777 shares; 2025Q2: 13,326 shares; 2025Q3: 13,964 shares; 2025Q4: 14,069 shares 14,069 $1.27M 0.03% +105 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,142 shares; 2025Q1: 8,256 shares; 2025Q2: 7,101 shares; 2025Q3: 7,265 shares; 2025Q4: 6,820 shares 6,820 $1.26M 0.03% -445 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,216 shares 57,216 $1.24M 0.03% 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: restricted; 2024Q4: 4,573 shares; 2025Q1: 4,657 shares; 2025Q2: 16,951 shares; 2025Q3: 17,633 shares; 2025Q4: 17,888 shares 17,888 $1.24M 0.03% +255 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: restricted; 2024Q4: 11,442 shares; 2025Q1: 17,555 shares; 2025Q2: 12,490 shares; 2025Q3: 12,213 shares; 2025Q4: 12,749 shares 12,749 $1.24M 0.03% +536 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,552 shares; 2025Q1: 10,862 shares; 2025Q2: 26,631 shares; 2025Q3: 27,305 shares; 2025Q4: 27,418 shares 27,418 $1.19M 0.02% +113 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: restricted; 2024Q4: not reported; 2025Q1: 1,255 shares; 2025Q2: 4,556 shares; 2025Q3: 4,978 shares; 2025Q4: 5,095 shares 5,095 $1.19M 0.02% +117 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: restricted; 2024Q4: 1,628 shares; 2025Q1: 1,677 shares; 2025Q2: 5,768 shares; 2025Q3: 6,290 shares; 2025Q4: 6,829 shares 6,829 $1.18M 0.02% +539 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: restricted; 2024Q4: 19,985 shares; 2025Q1: 20,310 shares; 2025Q2: 18,186 shares; 2025Q3: 16,369 shares; 2025Q4: 16,084 shares 16,084 $1.18M 0.02% -285 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,255 shares; 2025Q1: 3,282 shares; 2025Q2: 6,686 shares; 2025Q3: 6,101 shares; 2025Q4: 6,256 shares 6,256 $1.18M 0.02% +155 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,616 shares; 2025Q1: 4,634 shares; 2025Q2: 17,362 shares; 2025Q3: 17,767 shares; 2025Q4: 18,156 shares 18,156 $1.17M 0.02% +389 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: restricted; 2024Q4: 2,149 shares; 2025Q1: 2,200 shares; 2025Q2: 2,144 shares; 2025Q3: 2,064 shares; 2025Q4: 3,008 shares 3,008 $1.17M 0.02% +944 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,689 shares; 2025Q1: 16,843 shares; 2025Q2: 61,610 shares; 2025Q3: 65,296 shares; 2025Q4: 66,266 shares 66,266 $1.17M 0.02% +970 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,687 shares; 2025Q1: 2,705 shares; 2025Q2: 10,276 shares; 2025Q3: 10,859 shares; 2025Q4: 10,949 shares 10,949 $1.16M 0.02% +90 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,990 shares; 2025Q3: 40,990 shares; 2025Q4: 40,990 shares 40,990 $1.15M 0.02% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,653 shares; 2025Q1: 7,703 shares; 2025Q2: 28,789 shares; 2025Q3: 29,617 shares; 2025Q4: 30,429 shares 30,429 $1.14M 0.02% +812 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: restricted; 2024Q4: 2,192 shares; 2025Q1: 2,236 shares; 2025Q2: 8,073 shares; 2025Q3: 8,336 shares; 2025Q4: 8,746 shares 8,746 $1.11M 0.02% +410 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,892 shares; 2025Q1: 4,682 shares; 2025Q2: 4,189 shares; 2025Q3: 3,913 shares; 2025Q4: 4,470 shares 4,470 $1.1M 0.02% +557 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,617 shares; 2025Q1: 19,144 shares; 2025Q2: 11,859 shares; 2025Q3: 11,761 shares; 2025Q4: 12,263 shares 12,263 $1.03M 0.02% +502 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: restricted; 2024Q4: not reported; 2025Q1: 2,828 shares; 2025Q2: 8,430 shares; 2025Q3: 7,841 shares; 2025Q4: 6,854 shares 6,854 $1.03M 0.02% -987 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,693 shares; 2025Q2: 21,338 shares; 2025Q3: 21,768 shares; 2025Q4: 22,374 shares 22,374 $1.02M 0.02% +606 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,580 shares; 2025Q1: 11,173 shares; 2025Q2: 10,356 shares; 2025Q3: 9,119 shares; 2025Q4: 12,902 shares 12,902 $1.02M 0.02% +3,783 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,967 shares; 2025Q3: 4,681 shares; 2025Q4: 4,852 shares 4,852 $1.02M 0.02% +171 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,242 shares; 2025Q2: 12,311 shares; 2025Q3: 7,617 shares; 2025Q4: 7,754 shares 7,754 $995K 0.02% +137 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,427 shares; 2025Q1: 1,459 shares; 2025Q2: 5,140 shares; 2025Q3: 5,440 shares; 2025Q4: 5,433 shares 5,433 $993K 0.02% -7 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: restricted; 2024Q4: 10,156 shares; 2025Q1: 10,211 shares; 2025Q2: 11,399 shares; 2025Q3: 11,647 shares; 2025Q4: 10,028 shares 10,028 $980K 0.02% -1,619 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: restricted; 2024Q4: 1,617 shares; 2025Q1: 1,680 shares; 2025Q2: 6,233 shares; 2025Q3: 6,416 shares; 2025Q4: 6,530 shares 6,530 $971K 0.02% +114 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,283 shares; 2025Q1: 44,999 shares; 2025Q2: 132,726 shares; 2025Q3: 122,132 shares; 2025Q4: 124,670 shares 124,670 $969K 0.02% +2,538 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234,745 shares; 2025Q1: 253,590 shares; 2025Q2: 344,257 shares; 2025Q3: 29,227 shares; 2025Q4: 23,002 shares 23,002 $961K 0.02% -6,225 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,613 shares; 2025Q1: 3,644 shares; 2025Q2: 3,602 shares; 2025Q3: 3,674 shares; 2025Q4: 7,438 shares 7,438 $960K 0.02% +3,764 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,391 shares; 2025Q2: 19,365 shares; 2025Q3: 20,165 shares; 2025Q4: 20,412 shares 20,412 $955K 0.02% +247 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: restricted; 2024Q4: 6,944 shares; 2025Q1: 6,952 shares; 2025Q2: 11,123 shares; 2025Q3: 11,364 shares; 2025Q4: 9,996 shares 9,996 $954K 0.02% -1,368 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,753 shares; 2025Q1: 1,912 shares; 2025Q2: 2,368 shares; 2025Q3: 2,478 shares; 2025Q4: 2,212 shares 2,212 $943K 0.02% -266 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,954 shares 2,954 $940K 0.02% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,473 shares; 2025Q1: 4,512 shares; 2025Q2: 3,315 shares; 2025Q3: 2,961 shares; 2025Q4: 3,548 shares 3,548 $940K 0.02% +587 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,302 shares; 2025Q1: not reported; 2025Q2: 8,516 shares; 2025Q3: 8,969 shares; 2025Q4: 9,113 shares 9,113 $936K 0.02% +144 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,574 shares; 2025Q1: 6,586 shares; 2025Q2: 13,258 shares; 2025Q3: 9,694 shares; 2025Q4: 9,920 shares 9,920 $934K 0.02% +226 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,119 shares; 2025Q1: 2,148 shares; 2025Q2: 7,861 shares; 2025Q3: 8,153 shares; 2025Q4: 8,335 shares 8,335 $931K 0.02% +182 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,823 shares; 2025Q1: 2,887 shares; 2025Q2: 2,827 shares; 2025Q3: 3,206 shares; 2025Q4: 3,217 shares 3,217 $929K 0.02% +11 Timeline RDVY 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: restricted; 2024Q4: 3,462 shares; 2025Q1: not reported; 2025Q2: 10,102 shares; 2025Q3: 13,667 shares; 2025Q4: 13,271 shares 13,271 $922K 0.02% -396 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,117 shares 21,117 $922K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,982 shares; 2025Q1: 16,341 shares; 2025Q2: 17,309 shares; 2025Q3: 18,767 shares; 2025Q4: 25,392 shares 25,392 $920K 0.02% +6,625 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,428 shares; 2025Q2: 22,100 shares; 2025Q3: 20,434 shares; 2025Q4: 20,677 shares 20,677 $895K 0.02% +243 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,298 shares; 2025Q2: 40,050 shares; 2025Q3: 39,187 shares; 2025Q4: 48,763 shares 48,763 $889K 0.02% +9,576 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,350 shares 18,350 $881K 0.02% new Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,264 shares; 2025Q2: 18,666 shares; 2025Q3: 15,239 shares; 2025Q4: 13,671 shares 13,671 $878K 0.02% -1,568 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,471 shares; 2025Q3: 10,710 shares; 2025Q4: 10,934 shares 10,934 $875K 0.02% +224 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,954 shares; 2025Q1: 7,756 shares; 2025Q2: 23,116 shares; 2025Q3: 21,355 shares; 2025Q4: 21,266 shares 21,266 $872K 0.02% -89 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,749 shares; 2025Q3: 13,917 shares; 2025Q4: 13,770 shares 13,770 $871K 0.02% -147 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601 shares; 2025Q3: 594 shares; 2025Q4: 814 shares 814 $871K 0.02% +220 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: restricted; 2024Q4: 674 shares; 2025Q1: 906 shares; 2025Q2: 2,669 shares; 2025Q3: 2,604 shares; 2025Q4: 2,576 shares 2,576 $868K 0.02% -28 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,898 shares; 2025Q1: 1,857 shares; 2025Q2: 1,873 shares; 2025Q3: 1,789 shares; 2025Q4: 1,763 shares 1,763 $864K 0.02% -26 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,306 shares; 2025Q1: 8,368 shares; 2025Q2: 6,433 shares; 2025Q3: 5,167 shares; 2025Q4: 5,971 shares 5,971 $856K 0.02% +804 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 2,658 shares; 2025Q3: 2,556 shares; 2025Q4: 2,516 shares 2,516 $855K 0.02% -40 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,407 shares; 2025Q1: 51,437 shares; 2025Q2: 61,319 shares; 2025Q3: 49,543 shares; 2025Q4: 49,922 shares 49,922 $854K 0.02% +379 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,654 shares; 2025Q1: 2,707 shares; 2025Q2: 9,984 shares; 2025Q3: 10,657 shares; 2025Q4: 10,673 shares 10,673 $850K 0.02% +16 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,532 shares; 2025Q1: 3,268 shares; 2025Q2: 3,150 shares; 2025Q3: 3,362 shares; 2025Q4: 2,373 shares 2,373 $831K 0.02% -989 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,430 shares 6,430 $829K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,327 shares; 2025Q1: 11,361 shares; 2025Q2: 11,029 shares; 2025Q3: 11,086 shares; 2025Q4: 11,224 shares 11,224 $827K 0.02% +138 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,175 shares; 2025Q2: 18,917 shares; 2025Q3: 20,147 shares; 2025Q4: 21,279 shares 21,279 $824K 0.02% +1,132 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,602 shares; 2025Q3: 6,980 shares; 2025Q4: 7,147 shares 7,147 $822K 0.02% +167 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,329 shares; 2025Q1: 2,382 shares; 2025Q2: 3,258 shares; 2025Q3: 3,476 shares; 2025Q4: 3,595 shares 3,595 $819K 0.02% +119 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: restricted; 2024Q4: 2,027 shares; 2025Q1: 2,212 shares; 2025Q2: 2,392 shares; 2025Q3: 3,328 shares; 2025Q4: 6,852 shares 6,852 $818K 0.02% +3,524 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,436 shares; 2025Q3: 25,884 shares; 2025Q4: 26,072 shares 26,072 $814K 0.02% +188 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,104 shares; 2025Q1: 34,088 shares; 2025Q2: 35,402 shares; 2025Q3: 31,893 shares; 2025Q4: 31,499 shares 31,499 $813K 0.02% -394 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,775 shares; 2025Q1: 4,057 shares; 2025Q2: 4,270 shares; 2025Q3: 3,968 shares; 2025Q4: 4,189 shares 4,189 $813K 0.02% +221 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,278 shares; 2025Q3: 3,986 shares; 2025Q4: 4,058 shares 4,058 $811K 0.02% +72 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: restricted; 2024Q4: 5,691 shares; 2025Q1: 5,418 shares; 2025Q2: 12,342 shares; 2025Q3: 4,892 shares; 2025Q4: 5,238 shares 5,238 $811K 0.02% +346 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,542 shares; 2025Q1: 12,068 shares; 2025Q2: 11,728 shares; 2025Q3: 13,179 shares; 2025Q4: 13,461 shares 13,461 $809K 0.02% +282 Timeline RXST RXSIGHT INC More: the full row for RXSIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,816 shares; 2025Q1: 76,816 shares; 2025Q2: 76,816 shares; 2025Q3: 76,816 shares; 2025Q4: 76,816 shares 76,816 $800K 0.02% 0 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,872 shares; 2025Q1: 5,873 shares; 2025Q2: 14,352 shares; 2025Q3: 14,558 shares; 2025Q4: 12,045 shares 12,045 $798K 0.02% -2,513 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,836 shares; 2025Q2: 8,282 shares; 2025Q3: 7,684 shares; 2025Q4: 7,933 shares 7,933 $797K 0.02% +249 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,298 shares; 2025Q3: 15,132 shares; 2025Q4: 29,318 shares 29,318 $794K 0.02% +14,186 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,709 shares; 2025Q2: 17,644 shares; 2025Q3: 18,185 shares; 2025Q4: 18,485 shares 18,485 $789K 0.02% +300 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,393 shares; 2025Q1: 3,086 shares; 2025Q2: 3,551 shares; 2025Q3: 3,750 shares; 2025Q4: 4,541 shares 4,541 $788K 0.02% +791 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,478 shares; 2025Q3: 11,535 shares; 2025Q4: 11,506 shares 11,506 $787K 0.02% -29 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,015 shares; 2025Q3: 21,398 shares; 2025Q4: 21,824 shares 21,824 $785K 0.02% +426 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,715 shares; 2025Q3: 8,808 shares; 2025Q4: 8,992 shares 8,992 $783K 0.02% +184 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 615 shares; 2025Q1: 655 shares; 2025Q2: 626 shares; 2025Q3: 722 shares; 2025Q4: 891 shares 891 $783K 0.02% +169 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,099 shares; 2025Q1: 26,999 shares; 2025Q2: 25,099 shares; 2025Q3: 19,334 shares; 2025Q4: 18,863 shares 18,863 $780K 0.02% -471 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,611 shares; 2025Q3: 11,678 shares; 2025Q4: 11,511 shares 11,511 $779K 0.02% -167 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: restricted; 2024Q4: 9,644 shares; 2025Q1: 8,925 shares; 2025Q2: 13,299 shares; 2025Q3: 14,676 shares; 2025Q4: 14,193 shares 14,193 $777K 0.02% -483 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,312 shares; 2025Q3: 13,044 shares; 2025Q4: 12,366 shares 12,366 $775K 0.02% -678 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,059 shares; 2025Q4: 6,721 shares 6,721 $771K 0.02% -338 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,376 shares; 2025Q1: not reported; 2025Q2: 5,057 shares; 2025Q3: 5,407 shares; 2025Q4: 5,490 shares 5,490 $770K 0.02% +83 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,071 shares; 2025Q3: 4,244 shares; 2025Q4: 4,320 shares 4,320 $770K 0.02% +76 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 709,967 shares; 2025Q1: 728,979 shares; 2025Q2: 636,501 shares; 2025Q3: 15,077 shares; 2025Q4: 7,549 shares 7,549 $768K 0.02% -7,528 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,081 shares; 2025Q1: 1,216 shares; 2025Q2: 1,218 shares; 2025Q3: 1,361 shares; 2025Q4: 1,970 shares 1,970 $767K 0.02% +609 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,380 shares; 2025Q3: 4,392 shares; 2025Q4: 4,292 shares 4,292 $757K 0.02% -100 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: restricted; 2024Q4: 16,276 shares; 2025Q1: 15,742 shares; 2025Q2: 13,305 shares; 2025Q3: 15,309 shares; 2025Q4: 13,830 shares 13,830 $757K 0.02% -1,479 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,641 shares; 2025Q1: 3,448 shares; 2025Q2: 3,558 shares; 2025Q3: 3,996 shares; 2025Q4: 3,682 shares 3,682 $756K 0.02% -314 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: restricted; 2024Q4: 2,684 shares; 2025Q1: 3,029 shares; 2025Q2: 3,180 shares; 2025Q3: 3,138 shares; 2025Q4: 5,366 shares 5,366 $740K 0.02% +2,228 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,327 shares; 2025Q1: 18,597 shares; 2025Q2: 17,404 shares; 2025Q3: 16,464 shares; 2025Q4: 14,421 shares 14,421 $734K 0.02% -2,043 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,189 shares; 2025Q1: 7,591 shares; 2025Q2: 7,211 shares; 2025Q3: 7,292 shares; 2025Q4: 8,311 shares 8,311 $728K 0.02% +1,019 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,803 shares; 2025Q1: 12,803 shares; 2025Q2: 10,290 shares; 2025Q3: 10,225 shares; 2025Q4: 10,225 shares 10,225 $726K 0.02% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,817 shares 28,817 $719K 0.02% new Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,588 shares; 2025Q3: 12,434 shares; 2025Q4: 12,414 shares 12,414 $716K 0.01% -20 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,243 shares; 2025Q3: 5,242 shares; 2025Q4: 5,189 shares 5,189 $709K 0.01% -53 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,503 shares; 2025Q2: 19,685 shares; 2025Q3: 18,881 shares; 2025Q4: 18,940 shares 18,940 $709K 0.01% +59 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 464 shares; 2025Q1: 506 shares; 2025Q2: 421 shares; 2025Q3: 486 shares; 2025Q4: 583 shares 583 $708K 0.01% +97 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,677 shares; 2025Q1: 27,489 shares; 2025Q2: 81,197 shares; 2025Q3: 67,573 shares; 2025Q4: 66,916 shares 66,916 $707K 0.01% -657 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,057 shares; 2025Q2: 28,545 shares; 2025Q3: 25,647 shares; 2025Q4: 26,990 shares 26,990 $702K 0.01% +1,343 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,199 shares; 2025Q1: 69,894 shares; 2025Q2: 53,075 shares; 2025Q3: 55,554 shares; 2025Q4: 14,822 shares 14,822 $694K 0.01% -40,732 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,388 shares; 2025Q1: 19,464 shares; 2025Q2: 28,598 shares; 2025Q3: 29,248 shares; 2025Q4: 29,807 shares 29,807 $694K 0.01% +559 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,494 shares; 2025Q1: 1,773 shares; 2025Q2: 5,656 shares; 2025Q3: 5,854 shares; 2025Q4: 5,924 shares 5,924 $692K 0.01% +70 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,311 shares; 2025Q1: 6,259 shares; 2025Q2: 7,561 shares; 2025Q3: 7,573 shares; 2025Q4: 7,982 shares 7,982 $678K 0.01% +409 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: restricted; 2024Q4: 15,136 shares; 2025Q1: 14,993 shares; 2025Q2: 3,324 shares; 2025Q3: 3,213 shares; 2025Q4: 3,317 shares 3,317 $678K 0.01% +104 Timeline FV 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: restricted; 2024Q4: 11,068 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,693 shares 10,693 $673K 0.01% -7 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,050 shares; 2025Q2: 15,489 shares; 2025Q3: 14,730 shares; 2025Q4: 14,272 shares 14,272 $667K 0.01% -458 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,049 shares; 2025Q3: 4,175 shares; 2025Q4: 4,642 shares 4,642 $667K 0.01% +467 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,662 shares; 2025Q3: 3,355 shares; 2025Q4: 3,397 shares 3,397 $664K 0.01% +42 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,670 shares; 2025Q3: 12,482 shares; 2025Q4: 12,588 shares 12,588 $663K 0.01% +106 Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,126 shares; 2025Q3: 26,636 shares; 2025Q4: 26,401 shares 26,401 $660K 0.01% -235 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,913 shares; 2025Q1: 6,922 shares; 2025Q2: 6,768 shares; 2025Q3: 6,577 shares; 2025Q4: 3,851 shares 3,851 $653K 0.01% -2,726 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,349 shares; 2025Q2: 48,121 shares; 2025Q3: 22,467 shares; 2025Q4: 18,575 shares 18,575 $653K 0.01% -3,892 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,608 shares; 2025Q1: 2,819 shares; 2025Q2: 2,677 shares; 2025Q3: 2,516 shares; 2025Q4: 2,541 shares 2,541 $651K 0.01% +25 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: restricted; 2024Q4: 3,625 shares; 2025Q1: 3,608 shares; 2025Q2: 4,188 shares; 2025Q3: 4,971 shares; 2025Q4: 5,521 shares 5,521 $650K 0.01% +550 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,724 shares 2,724 $647K 0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,494 shares; 2025Q1: 5,644 shares; 2025Q2: 5,049 shares; 2025Q3: 4,735 shares; 2025Q4: 3,703 shares 3,703 $643K 0.01% -1,032 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,531 shares; 2025Q1: 8,486 shares; 2025Q2: 7,603 shares; 2025Q3: 10,614 shares; 2025Q4: 14,356 shares 14,356 $642K 0.01% +3,742 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 7,114 shares; 2025Q3: 5,941 shares; 2025Q4: 8,049 shares 8,049 $640K 0.01% +2,108 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: restricted; 2024Q4: 17,466 shares; 2025Q1: 12,390 shares; 2025Q2: 11,513 shares; 2025Q3: 9,013 shares; 2025Q4: 6,924 shares 6,924 $640K 0.01% -2,089 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 3,901 shares; 2025Q3: 3,722 shares; 2025Q4: 3,668 shares 3,668 $640K 0.01% -54 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,899 shares; 2025Q3: 16,874 shares; 2025Q4: 17,651 shares 17,651 $638K 0.01% +777 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,789 shares; 2025Q1: not reported; 2025Q2: 5,959 shares; 2025Q3: 6,244 shares; 2025Q4: 6,340 shares 6,340 $638K 0.01% +96 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,930 shares; 2025Q1: 10,278 shares; 2025Q2: 30,988 shares; 2025Q3: 31,957 shares; 2025Q4: 30,621 shares 30,621 $638K 0.01% -1,336 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,046 shares; 2025Q1: 33,046 shares; 2025Q2: 33,046 shares; 2025Q3: 33,046 shares; 2025Q4: 16,446 shares 16,446 $634K 0.01% -16,600 Timeline PFFD 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: restricted; 2024Q4: 14,750 shares; 2025Q1: 16,155 shares; 2025Q2: 23,735 shares; 2025Q3: 26,179 shares; 2025Q4: 33,470 shares 33,470 $633K 0.01% +7,291 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,754 shares; 2025Q3: 8,330 shares; 2025Q4: 8,517 shares 8,517 $632K 0.01% +187 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,622 shares; 2025Q1: 6,637 shares; 2025Q2: 6,619 shares; 2025Q3: 6,297 shares; 2025Q4: 6,299 shares 6,299 $631K 0.01% +2 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,698 shares; 2025Q3: 4,934 shares; 2025Q4: 4,981 shares 4,981 $631K 0.01% +47 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,442 shares; 2025Q2: 10,405 shares; 2025Q3: 9,919 shares; 2025Q4: 9,987 shares 9,987 $626K 0.01% +68 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16,419 shares; 2025Q2: 49,815 shares; 2025Q3: 46,360 shares; 2025Q4: 46,963 shares 46,963 $622K 0.01% +603 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,101 shares; 2025Q3: 12,401 shares; 2025Q4: 12,355 shares 12,355 $617K 0.01% -46 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,979 shares; 2025Q2: 8,963 shares; 2025Q3: 8,548 shares; 2025Q4: 8,296 shares 8,296 $611K 0.01% -252 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,895 shares; 2025Q1: 5,712 shares; 2025Q2: 2,669 shares; 2025Q3: 2,310 shares; 2025Q4: 2,326 shares 2,326 $611K 0.01% +16 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,700 shares; 2025Q3: 5,513 shares; 2025Q4: 11,946 shares 11,946 $607K 0.01% +6,433 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,704 shares; 2025Q1: not reported; 2025Q2: 8,390 shares; 2025Q3: 8,671 shares; 2025Q4: 8,913 shares 8,913 $600K 0.01% +242 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,868 shares; 2025Q4: 5,215 shares 5,215 $599K 0.01% +2,347 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: restricted; 2024Q4: 122,863 shares; 2025Q1: 64,339 shares; 2025Q2: 18,032 shares; 2025Q3: 14,016 shares; 2025Q4: 11,098 shares 11,098 $597K 0.01% -2,918 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,175 shares 9,175 $597K 0.01% new 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: restricted; 2024Q4: 10,362 shares; 2025Q1: 10,675 shares; 2025Q2: 8,720 shares; 2025Q3: 7,909 shares; 2025Q4: 1,272 shares 1,272 $594K 0.01% -6,637 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: restricted; 2024Q4: 12,862 shares; 2025Q1: 7,038 shares; 2025Q2: 7,348 shares; 2025Q3: 6,823 shares; 2025Q4: 7,700 shares 7,700 $590K 0.01% +877 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,933 shares; 2025Q3: 2,001 shares; 2025Q4: 2,036 shares 2,036 $588K 0.01% +35 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,467 shares; 2025Q2: 38,259 shares; 2025Q3: 30,682 shares; 2025Q4: 31,658 shares 31,658 $584K 0.01% +976 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,031 shares; 2025Q1: 2,577 shares; 2025Q2: 2,555 shares; 2025Q3: 2,578 shares; 2025Q4: 2,829 shares 2,829 $581K 0.01% +251 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: restricted; 2024Q4: 4,480 shares; 2025Q1: 4,464 shares; 2025Q2: 4,464 shares; 2025Q3: 4,464 shares; 2025Q4: 4,464 shares 4,464 $579K 0.01% 0 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,770 shares; 2025Q2: 26,651 shares; 2025Q3: 23,950 shares; 2025Q4: 23,947 shares 23,947 $579K 0.01% -3 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,768 shares; 2025Q4: 8,568 shares 8,568 $579K 0.01% -200 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,024 shares; 2025Q2: 21,123 shares; 2025Q3: 17,296 shares; 2025Q4: 13,969 shares 13,969 $569K 0.01% -3,327 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,040 shares; 2025Q3: 8,640 shares; 2025Q4: 8,457 shares 8,457 $567K 0.01% -183 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,231 shares; 2025Q1: 1,303 shares; 2025Q2: 1,143 shares; 2025Q3: 1,102 shares; 2025Q4: 1,243 shares 1,243 $564K 0.01% +141 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: restricted; 2024Q4: 7,112 shares; 2025Q1: 6,932 shares; 2025Q2: 6,220 shares; 2025Q3: 6,013 shares; 2025Q4: 5,362 shares 5,362 $563K 0.01% -651 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: restricted; 2024Q4: 1,369 shares; 2025Q1: not reported; 2025Q2: 4,703 shares; 2025Q3: 4,864 shares; 2025Q4: 5,005 shares 5,005 $560K 0.01% +141 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: restricted; 2024Q4: 5,889 shares; 2025Q1: 5,678 shares; 2025Q2: 5,683 shares; 2025Q3: 5,734 shares; 2025Q4: 5,537 shares 5,537 $559K 0.01% -197 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: restricted; 2024Q4: not reported; 2025Q1: 3,119 shares; 2025Q2: 8,766 shares; 2025Q3: 8,536 shares; 2025Q4: 8,330 shares 8,330 $548K 0.01% -206 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,089 shares; 2025Q4: 65,241 shares 65,241 $547K 0.01% +1,152 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,054 shares; 2025Q1: 14,064 shares; 2025Q2: 11,859 shares; 2025Q3: 11,828 shares; 2025Q4: 11,457 shares 11,457 $547K 0.01% -371 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,548 shares; 2025Q3: 17,323 shares; 2025Q4: 39,207 shares 39,207 $546K 0.01% +21,884 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 728 shares; 2025Q3: 757 shares; 2025Q4: 1,608 shares 1,608 $541K 0.01% +851 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,650 shares; 2025Q1: 9,650 shares; 2025Q2: 9,650 shares; 2025Q3: 9,650 shares; 2025Q4: 9,650 shares 9,650 $538K 0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,181 shares; 2025Q1: 29,970 shares; 2025Q2: 31,599 shares; 2025Q3: 30,501 shares; 2025Q4: 30,142 shares 30,142 $537K 0.01% -359 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,491 shares; 2025Q3: 17,649 shares; 2025Q4: 17,232 shares 17,232 $537K 0.01% -417 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: restricted; 2024Q4: 9,371 shares; 2025Q1: 9,241 shares; 2025Q2: 9,242 shares; 2025Q3: 9,242 shares; 2025Q4: 8,004 shares 8,004 $537K 0.01% -1,238 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,506 shares; 2025Q3: 2,969 shares; 2025Q4: 2,992 shares 2,992 $525K 0.01% +23 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,735 shares; 2025Q3: 11,228 shares; 2025Q4: 11,144 shares 11,144 $524K 0.01% -84 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,722 shares; 2025Q1: 3,545 shares; 2025Q2: 3,178 shares; 2025Q3: 5,521 shares; 2025Q4: 6,006 shares 6,006 $523K 0.01% +485 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,754 shares; 2025Q1: 14,460 shares; 2025Q2: 13,225 shares; 2025Q3: 10,361 shares; 2025Q4: 8,207 shares 8,207 $521K 0.01% -2,154 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,644 shares; 2025Q1: 2,596 shares; 2025Q2: 2,113 shares; 2025Q3: 2,113 shares; 2025Q4: 2,065 shares 2,065 $519K 0.01% -48 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,897 shares; 2025Q4: 10,779 shares 10,779 $517K 0.01% -1,118 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,951 shares; 2025Q3: 11,600 shares; 2025Q4: 11,154 shares 11,154 $515K 0.01% -446 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,407 shares; 2025Q3: 7,096 shares; 2025Q4: 6,995 shares 6,995 $511K 0.01% -101 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,749 shares; 2025Q3: 13,036 shares; 2025Q4: 13,266 shares 13,266 $509K 0.01% +230 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,807 shares; 2025Q3: 19,208 shares; 2025Q4: 19,081 shares 19,081 $505K 0.01% -127 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: restricted; 2024Q4: 10,641 shares; 2025Q1: 10,615 shares; 2025Q2: 9,594 shares; 2025Q3: 9,146 shares; 2025Q4: 9,483 shares 9,483 $501K 0.01% +337 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,267 shares; 2025Q3: 4,039 shares; 2025Q4: 4,027 shares 4,027 $501K 0.01% -12 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,903 shares; 2025Q3: 2,701 shares; 2025Q4: 4,120 shares 4,120 $500K 0.01% +1,419 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,186 shares; 2025Q3: 5,306 shares; 2025Q4: 5,392 shares 5,392 $500K 0.01% +86 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,309 shares; 2025Q1: 8,429 shares; 2025Q2: 32,060 shares; 2025Q3: 33,079 shares; 2025Q4: 33,135 shares 33,135 $499K 0.01% +56 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,419 shares; 2025Q3: 10,139 shares; 2025Q4: 9,917 shares 9,917 $495K 0.01% -222 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,432 shares; 2025Q1: 3,027 shares; 2025Q2: 2,949 shares; 2025Q3: 2,950 shares; 2025Q4: 3,069 shares 3,069 $493K 0.01% +119 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,686 shares; 2025Q3: 21,109 shares; 2025Q4: 21,053 shares 21,053 $491K 0.01% -56 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,626 shares; 2025Q1: not reported; 2025Q2: 5,725 shares; 2025Q3: 6,446 shares; 2025Q4: 6,373 shares 6,373 $485K 0.01% -73 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,282 shares; 2025Q1: 3,002 shares; 2025Q2: 2,001 shares; 2025Q3: 2,020 shares; 2025Q4: 2,102 shares 2,102 $482K 0.01% +82 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,108 shares 4,108 $480K 0.01% new 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: restricted; 2024Q4: 5,775 shares; 2025Q1: 5,600 shares; 2025Q2: 5,200 shares; 2025Q3: 6,214 shares; 2025Q4: 11,078 shares 11,078 $473K 0.01% +4,864 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,465 shares; 2025Q4: 2,519 shares 2,519 $468K 0.01% +1,054 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,238 shares; 2025Q2: 6,523 shares; 2025Q3: 6,528 shares; 2025Q4: 6,533 shares 6,533 $464K 0.01% +5 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: restricted; 2024Q4: 4,948 shares; 2025Q1: 4,841 shares; 2025Q2: 10,873 shares; 2025Q3: 2,596 shares; 2025Q4: 2,594 shares 2,594 $463K 0.01% -2 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,383 shares; 2025Q3: 10,771 shares; 2025Q4: 10,865 shares 10,865 $463K 0.01% +94 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,282 shares; 2025Q3: 6,073 shares; 2025Q4: 5,845 shares 5,845 $458K 0.01% -228 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: restricted; 2024Q4: 9,052 shares; 2025Q1: 5,533 shares; 2025Q2: 4,217 shares; 2025Q3: 4,203 shares; 2025Q4: 3,328 shares 3,328 $453K 0.01% -875 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,086 shares; 2025Q3: 11,006 shares; 2025Q4: 11,156 shares 11,156 $450K 0.01% +150 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,132 shares; 2025Q1: 5,768 shares; 2025Q2: 4,710 shares; 2025Q3: 4,731 shares; 2025Q4: 3,287 shares 3,287 $449K 0.01% -1,444 Timeline XYLD 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: restricted; 2024Q4: 7,958 shares; 2025Q1: 8,742 shares; 2025Q2: 9,248 shares; 2025Q3: 10,139 shares; 2025Q4: 11,004 shares 11,004 $447K 0.01% +865 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,093 shares 39,093 $447K 0.01% new Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,627 shares; 2025Q2: 7,909 shares; 2025Q3: 7,225 shares; 2025Q4: 7,065 shares 7,065 $444K 0.01% -160 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,725 shares; 2025Q3: 3,548 shares; 2025Q4: 3,569 shares 3,569 $434K 0.01% +21 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: restricted; 2024Q4: 3,312 shares; 2025Q1: 2,169 shares; 2025Q2: 2,317 shares; 2025Q3: 2,169 shares; 2025Q4: 2,251 shares 2,251 $430K 0.01% +82 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,355 shares; 2025Q2: 15,623 shares; 2025Q3: 15,028 shares; 2025Q4: 14,410 shares 14,410 $430K 0.01% -618 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,608 shares; 2025Q1: 5,644 shares; 2025Q2: 5,653 shares; 2025Q3: 5,514 shares; 2025Q4: 5,045 shares 5,045 $423K 0.01% -469 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: restricted; 2024Q4: 27,920 shares; 2025Q1: 29,447 shares; 2025Q2: 41,069 shares; 2025Q3: 40,257 shares; 2025Q4: 1,621 shares 1,621 $419K 0.01% -38,636 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: restricted; 2024Q4: 8,307 shares; 2025Q1: 7,329 shares; 2025Q2: 8,087 shares; 2025Q3: 7,971 shares; 2025Q4: 8,749 shares 8,749 $418K 0.01% +778 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,217 shares; 2025Q3: 21,598 shares; 2025Q4: 21,152 shares 21,152 $418K 0.01% -446 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,014 shares; 2025Q2: 8,036 shares; 2025Q3: 7,646 shares; 2025Q4: 5,083 shares 5,083 $415K 0.01% -2,563 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,557 shares; 2025Q1: 1,579 shares; 2025Q2: 7,691 shares; 2025Q3: 1,998 shares; 2025Q4: 1,980 shares 1,980 $414K 0.01% -18 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,251 shares; 2025Q3: 11,555 shares; 2025Q4: 11,274 shares 11,274 $413K 0.01% -281 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,836 shares; 2025Q1: 4,197 shares; 2025Q2: 1,603 shares; 2025Q3: 1,640 shares; 2025Q4: 910 shares 910 $413K 0.01% -730 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,506 shares; 2025Q3: 19,845 shares; 2025Q4: 19,869 shares 19,869 $412K 0.01% +24 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,028 shares; 2025Q3: 24,997 shares; 2025Q4: 24,375 shares 24,375 $411K 0.01% -622 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,773 shares; 2025Q1: 3,447 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 2,947 shares 2,947 $410K 0.01% -65 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,975 shares 3,975 $410K 0.01% new Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,746 shares; 2025Q3: 12,263 shares; 2025Q4: 12,325 shares 12,325 $410K 0.01% +62 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,468 shares; 2025Q1: 6,533 shares; 2025Q2: 5,201 shares; 2025Q3: 5,688 shares; 2025Q4: 4,277 shares 4,277 $408K 0.01% -1,411 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330 shares; 2025Q4: 2,505 shares 2,505 $406K 0.01% +1,175 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,122 shares; 2025Q1: 1,203 shares; 2025Q2: 1,110 shares; 2025Q3: 913 shares; 2025Q4: 529 shares 529 $405K 0.01% -384 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,394 shares 4,394 $404K 0.01% new 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: restricted; 2024Q4: 3,921 shares; 2025Q1: 3,667 shares; 2025Q2: 3,257 shares; 2025Q3: 3,366 shares; 2025Q4: 5,495 shares 5,495 $404K 0.01% +2,129 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,280 shares; 2025Q1: 10,408 shares; 2025Q2: 9,678 shares; 2025Q3: 8,255 shares; 2025Q4: 6,456 shares 6,456 $403K 0.01% -1,799 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,988 shares; 2025Q2: 9,078 shares; 2025Q3: 8,742 shares; 2025Q4: 8,351 shares 8,351 $402K 0.01% -391 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,113 shares; 2025Q2: 15,253 shares; 2025Q3: 13,011 shares; 2025Q4: 11,493 shares 11,493 $400K 0.01% -1,518 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,067 shares; 2025Q1: 4,137 shares; 2025Q2: 3,931 shares; 2025Q3: 3,240 shares; 2025Q4: 2,925 shares 2,925 $398K 0.01% -315 Timeline VRTS VIRTUS INVT PARTNERS INC More: the full row for VIRTUS INVT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,548 shares; 2025Q3: 2,456 shares; 2025Q4: 2,438 shares 2,438 $398K 0.01% -18 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,972 shares; 2025Q3: 2,899 shares; 2025Q4: 2,889 shares 2,889 $397K 0.01% -10 Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,587 shares; 2025Q3: 13,424 shares; 2025Q4: 13,391 shares 13,391 $395K 0.01% -33 Timeline CURB CURBLINE PPTYS CORP More: the full row for CURBLINE PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,758 shares; 2025Q4: 16,866 shares 16,866 $391K 0.01% +108 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,521 shares; 2025Q3: 7,395 shares; 2025Q4: 7,272 shares 7,272 $388K 0.01% -123 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,810 shares; 2025Q3: 3,601 shares; 2025Q4: 5,331 shares 5,331 $386K 0.01% +1,730 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,384 shares; 2025Q3: 3,236 shares; 2025Q4: 3,202 shares 3,202 $382K 0.01% -34 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,272 shares; 2025Q1: 2,554 shares; 2025Q2: 2,603 shares; 2025Q3: 2,234 shares; 2025Q4: 2,140 shares 2,140 $380K 0.01% -94 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,705 shares; 2025Q3: 7,900 shares; 2025Q4: 8,120 shares 8,120 $379K 0.01% +220 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,789 shares; 2025Q3: 13,789 shares; 2025Q4: 13,789 shares 13,789 $378K 0.01% 0 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,564 shares; 2025Q3: 5,244 shares; 2025Q4: 7,774 shares 7,774 $377K 0.01% +2,530 Timeline EIG EMPLOYERS HLDGS INC More: the full row for EMPLOYERS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,924 shares; 2025Q3: 5,540 shares; 2025Q4: 8,667 shares 8,667 $374K 0.01% +3,127 Timeline