DFAC 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: 37,580,449 shares; 2024Q4: 37,575,502 shares; 2025Q1: 37,796,124 shares; 2025Q2: 38,896,661 shares; 2025Q3: 40,038,710 shares; 2025Q4: 41,068,700 shares 41,068,700 $1.63B 21.15% +1,029,990 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: 7,137,470 shares; 2024Q4: 7,518,329 shares; 2025Q1: 7,653,072 shares; 2025Q2: 7,882,291 shares; 2025Q3: 8,011,239 shares; 2025Q4: 8,500,234 shares 8,500,234 $864M 11.24% +488,995 Timeline DFAT 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: 8,783,379 shares; 2024Q4: 8,944,962 shares; 2025Q1: 8,877,036 shares; 2025Q2: 9,353,565 shares; 2025Q3: 9,753,142 shares; 2025Q4: 10,207,476 shares 10,207,476 $608M 7.91% +454,334 Timeline DFEM 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: 15,566,049 shares; 2024Q4: 16,327,878 shares; 2025Q1: 16,581,359 shares; 2025Q2: 16,789,759 shares; 2025Q3: 17,237,631 shares; 2025Q4: 17,585,374 shares 17,585,374 $582M 7.57% +347,743 Timeline DFIC 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: 15,774,309 shares; 2024Q4: 16,351,244 shares; 2025Q1: 16,228,081 shares; 2025Q2: 15,977,601 shares; 2025Q3: 16,549,684 shares; 2025Q4: 16,536,165 shares 16,536,165 $570M 7.41% -13,519 Timeline DFGR 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: 14,062,260 shares; 2024Q4: 14,010,051 shares; 2025Q1: 14,229,110 shares; 2025Q2: 14,517,559 shares; 2025Q3: 15,451,214 shares; 2025Q4: 16,638,902 shares 16,638,902 $440M 5.72% +1,187,688 Timeline DFGP 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: 5,301,763 shares; 2024Q4: 5,436,899 shares; 2025Q1: 5,616,220 shares; 2025Q2: 5,902,297 shares; 2025Q3: 6,041,452 shares; 2025Q4: 6,260,951 shares 6,260,951 $339M 4.4% +219,499 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,842,864 shares; 2024Q4: 6,874,176 shares; 2025Q1: 6,937,524 shares; 2025Q2: 7,169,400 shares; 2025Q3: 7,544,993 shares; 2025Q4: 8,017,707 shares 8,017,707 $305M 3.97% +472,714 Timeline DISV 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: 6,210,552 shares; 2024Q4: 6,389,795 shares; 2025Q1: 6,149,471 shares; 2025Q2: 5,899,078 shares; 2025Q3: 5,908,751 shares; 2025Q4: 5,821,654 shares 5,821,654 $221M 2.88% -87,097 Timeline DIHP 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: 6,009,122 shares; 2024Q4: 6,222,653 shares; 2025Q1: 6,010,295 shares; 2025Q2: 5,996,961 shares; 2025Q3: 6,218,768 shares; 2025Q4: 6,269,840 shares 6,269,840 $199M 2.58% +51,072 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: 350,373 shares; 2024Q4: not reported; 2025Q1: 350,754 shares; 2025Q2: 350,619 shares; 2025Q3: 350,613 shares; 2025Q4: 350,762 shares 350,762 $115M 1.49% +149 Timeline DFUS 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: 1,226,518 shares; 2024Q4: 1,261,486 shares; 2025Q1: 1,232,446 shares; 2025Q2: 1,219,630 shares; 2025Q3: 1,212,084 shares; 2025Q4: 1,196,915 shares 1,196,915 $88.8M 1.15% -15,169 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: 304,477 shares; 2024Q4: not reported; 2025Q1: 316,414 shares; 2025Q2: 312,054 shares; 2025Q3: 328,004 shares; 2025Q4: 325,788 shares 325,788 $88.6M 1.15% -2,216 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: 10,682 shares; 2024Q4: 132,575 shares; 2025Q1: 57,602 shares; 2025Q2: 184,815 shares; 2025Q3: 1,322,231 shares; 2025Q4: 1,301,171 shares 1,301,171 $65.4M 0.85% -21,060 Timeline HYD 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: 643,392 shares; 2024Q4: 548,752 shares; 2025Q1: 409,876 shares; 2025Q2: 179,883 shares; 2025Q3: 1,277,016 shares; 2025Q4: 1,252,071 shares 1,252,071 $64M 0.83% -24,945 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222,203 shares; 2024Q4: 1,327,469 shares; 2025Q1: 1,214,794 shares; 2025Q2: 1,206,382 shares; 2025Q3: 1,200,838 shares; 2025Q4: 1,190,941 shares 1,190,941 $55.5M 0.72% -9,897 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: 64,187 shares; 2024Q4: 68,278 shares; 2025Q1: 132,581 shares; 2025Q2: 149,150 shares; 2025Q3: 148,478 shares; 2025Q4: 149,710 shares 149,710 $47M 0.61% +1,232 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: 49,945 shares; 2024Q4: 79,704 shares; 2025Q1: 80,933 shares; 2025Q2: 81,202 shares; 2025Q3: 90,657 shares; 2025Q4: 92,945 shares 92,945 $44.9M 0.58% +2,288 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: 74,404 shares; 2024Q4: 79,160 shares; 2025Q1: 135,952 shares; 2025Q2: 151,951 shares; 2025Q3: 141,647 shares; 2025Q4: 141,036 shares 141,036 $44.1M 0.57% -611 Timeline VGLT 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: 106,135 shares; 2024Q4: 109,048 shares; 2025Q1: 130,966 shares; 2025Q2: 211,962 shares; 2025Q3: 833,454 shares; 2025Q4: 743,010 shares 743,010 $41.5M 0.54% -90,444 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: 799,532 shares; 2024Q4: 1,167,811 shares; 2025Q1: 1,161,557 shares; 2025Q2: 1,158,857 shares; 2025Q3: 1,156,857 shares; 2025Q4: 1,156,857 shares 1,156,857 $38.1M 0.5% 0 Timeline DFAX 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: 1,326,223 shares; 2024Q4: 1,319,106 shares; 2025Q1: 1,207,418 shares; 2025Q2: 1,163,780 shares; 2025Q3: 1,118,790 shares; 2025Q4: 1,093,036 shares 1,093,036 $35.8M 0.47% -25,754 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: 148,241 shares; 2024Q4: 189,998 shares; 2025Q1: 182,249 shares; 2025Q2: 158,979 shares; 2025Q3: 157,088 shares; 2025Q4: 162,573 shares 162,573 $30.3M 0.39% +5,485 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: 103,597 shares; 2024Q4: not reported; 2025Q1: 112,256 shares; 2025Q2: 114,567 shares; 2025Q3: 117,898 shares; 2025Q4: 127,950 shares 127,950 $29.5M 0.38% +10,052 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: 80,159 shares; 2024Q4: 82,979 shares; 2025Q1: 80,350 shares; 2025Q2: 82,012 shares; 2025Q3: 84,159 shares; 2025Q4: 84,993 shares 84,993 $27.4M 0.36% +834 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: 540,040 shares; 2024Q4: 510,376 shares; 2025Q1: 510,880 shares; 2025Q2: 509,799 shares; 2025Q3: 148,353 shares; 2025Q4: 153,755 shares 153,755 $27.3M 0.36% +5,402 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: 39,424 shares; 2024Q4: 39,362 shares; 2025Q1: 39,243 shares; 2025Q2: 38,354 shares; 2025Q3: 38,082 shares; 2025Q4: 38,673 shares 38,673 $25.5M 0.33% +591 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: 19,394 shares; 2024Q4: 21,279 shares; 2025Q1: 20,553 shares; 2025Q2: 21,312 shares; 2025Q3: 21,431 shares; 2025Q4: 58,057 shares 58,057 $19.5M 0.25% +36,626 Timeline DFIV 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: 437,272 shares; 2024Q4: 478,690 shares; 2025Q1: 402,400 shares; 2025Q2: 393,136 shares; 2025Q3: 387,996 shares; 2025Q4: 382,857 shares 382,857 $19.1M 0.25% -5,139 Timeline DFSU 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: 397,505 shares; 2024Q4: 398,648 shares; 2025Q1: 396,258 shares; 2025Q2: 416,004 shares; 2025Q3: 431,131 shares; 2025Q4: 439,653 shares 439,653 $19.1M 0.25% +8,522 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: 52,752 shares; 2024Q4: 58,788 shares; 2025Q1: 59,197 shares; 2025Q2: 59,704 shares; 2025Q3: 62,145 shares; 2025Q4: 72,626 shares 72,626 $16.6M 0.22% +10,481 Timeline DFSE 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: 373,084 shares; 2024Q4: 388,959 shares; 2025Q1: 395,611 shares; 2025Q2: 396,139 shares; 2025Q3: 397,163 shares; 2025Q4: 395,289 shares 395,289 $16.4M 0.21% -1,874 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,761 shares; 2024Q4: 665,149 shares; 2025Q1: 670,047 shares; 2025Q2: 668,104 shares; 2025Q3: 658,724 shares; 2025Q4: 656,352 shares 656,352 $15.3M 0.2% -2,372 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,771 shares; 2024Q4: 1,154,016 shares; 2025Q1: 1,199,559 shares; 2025Q2: 1,216,550 shares; 2025Q3: 1,254,305 shares; 2025Q4: 1,310,370 shares 1,310,370 $13.6M 0.18% +56,065 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: 30,256 shares; 2024Q4: 33,173 shares; 2025Q1: 32,758 shares; 2025Q2: 32,453 shares; 2025Q3: 34,250 shares; 2025Q4: 35,710 shares 35,710 $12.4M 0.16% +1,460 Timeline DFSI 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: 284,521 shares; 2024Q4: 301,113 shares; 2025Q1: 298,219 shares; 2025Q2: 289,109 shares; 2025Q3: 286,947 shares; 2025Q4: 285,878 shares 285,878 $12.2M 0.16% -1,069 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: 78,405 shares; 2024Q4: 87,199 shares; 2025Q1: 87,498 shares; 2025Q2: 86,812 shares; 2025Q3: 93,438 shares; 2025Q4: 95,236 shares 95,236 $11.5M 0.15% +1,798 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: 5,181 shares; 2024Q4: 7,297 shares; 2025Q1: 10,152 shares; 2025Q2: 11,503 shares; 2025Q3: 13,119 shares; 2025Q4: 154,564 shares 154,564 $11.4M 0.15% +141,445 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: 15,663 shares; 2024Q4: 16,244 shares; 2025Q1: 16,355 shares; 2025Q2: 16,737 shares; 2025Q3: 16,567 shares; 2025Q4: 16,603 shares 16,603 $11.3M 0.15% +36 Timeline DFAS 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: 129,152 shares; 2024Q4: 149,086 shares; 2025Q1: 146,788 shares; 2025Q2: 146,038 shares; 2025Q3: 153,833 shares; 2025Q4: 148,562 shares 148,562 $10.4M 0.13% -5,271 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: 26,207 shares; 2024Q4: 27,854 shares; 2025Q1: 20,782 shares; 2025Q2: 20,439 shares; 2025Q3: 19,564 shares; 2025Q4: 20,892 shares 20,892 $9.4M 0.12% +1,328 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,350 shares; 2024Q4: 8,615 shares; 2025Q1: 8,368 shares; 2025Q2: 8,805 shares; 2025Q3: 8,468 shares; 2025Q4: 8,666 shares 8,666 $9.31M 0.12% +198 Timeline DFAR 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: 410,446 shares; 2024Q4: 403,738 shares; 2025Q1: 402,390 shares; 2025Q2: 402,347 shares; 2025Q3: 401,568 shares; 2025Q4: 400,711 shares 400,711 $9.18M 0.12% -857 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: 72,203 shares; 2024Q4: 75,100 shares; 2025Q1: 74,070 shares; 2025Q2: 73,414 shares; 2025Q3: 72,764 shares; 2025Q4: 73,969 shares 73,969 $8.24M 0.11% +1,205 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: 57,631 shares; 2024Q4: not reported; 2025Q1: 58,525 shares; 2025Q2: 59,595 shares; 2025Q3: 62,932 shares; 2025Q4: 64,237 shares 64,237 $8.05M 0.1% +1,305 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 8,380 shares; 2025Q1: 11,650 shares; 2025Q2: 11,834 shares; 2025Q3: 12,137 shares; 2025Q4: 12,251 shares 12,251 $7.68M 0.1% +114 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: 24,583 shares; 2024Q4: 32,409 shares; 2025Q1: 32,057 shares; 2025Q2: 33,429 shares; 2025Q3: 35,543 shares; 2025Q4: 35,434 shares 35,434 $7.33M 0.1% -109 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,597 shares; 2024Q4: 126,394 shares; 2025Q1: 117,901 shares; 2025Q2: 119,645 shares; 2025Q3: 101,960 shares; 2025Q4: 430,948 shares 430,948 $7.11M 0.09% +328,988 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: 12,952 shares; 2024Q4: 14,706 shares; 2025Q1: 14,697 shares; 2025Q2: 14,665 shares; 2025Q3: 14,985 shares; 2025Q4: 14,993 shares 14,993 $6.98M 0.09% +8 Timeline DFIP 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: 82,232 shares; 2024Q4: 82,555 shares; 2025Q1: 85,798 shares; 2025Q2: 83,158 shares; 2025Q3: 240,233 shares; 2025Q4: 164,063 shares 164,063 $6.82M 0.09% -76,170 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: 93,580 shares; 2024Q4: not reported; 2025Q1: 104,507 shares; 2025Q2: 110,624 shares; 2025Q3: 122,219 shares; 2025Q4: 121,908 shares 121,908 $6.7M 0.09% -311 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,123 shares; 2024Q4: 160,123 shares; 2025Q1: 160,123 shares; 2025Q2: 160,123 shares; 2025Q3: 160,123 shares; 2025Q4: 160,123 shares 160,123 $6.64M 0.09% 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: 18,682 shares; 2024Q4: 18,268 shares; 2025Q1: 15,345 shares; 2025Q2: 14,088 shares; 2025Q3: 14,092 shares; 2025Q4: 13,937 shares 13,937 $6.6M 0.09% -155 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: 8,353 shares; 2024Q4: 8,515 shares; 2025Q1: 10,477 shares; 2025Q2: 9,191 shares; 2025Q3: 9,048 shares; 2025Q4: 9,367 shares 9,367 $6.42M 0.08% +319 Timeline DFCF 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: 49,041 shares; 2024Q4: 48,862 shares; 2025Q1: 42,417 shares; 2025Q2: 41,938 shares; 2025Q3: 186,351 shares; 2025Q4: 147,033 shares 147,033 $6.26M 0.08% -39,318 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: 14,682 shares; 2024Q4: 15,364 shares; 2025Q1: 15,485 shares; 2025Q2: 15,414 shares; 2025Q3: 16,091 shares; 2025Q4: 16,825 shares 16,825 $5.79M 0.08% +734 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: 48,757 shares; 2024Q4: 55,896 shares; 2025Q1: 56,088 shares; 2025Q2: 53,886 shares; 2025Q3: 59,484 shares; 2025Q4: 59,483 shares 59,483 $5.54M 0.07% -1 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: 19,161 shares; 2024Q4: 21,017 shares; 2025Q1: 34,255 shares; 2025Q2: 31,040 shares; 2025Q3: 33,094 shares; 2025Q4: 30,489 shares 30,489 $5.41M 0.07% -2,605 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: 32,401 shares; 2024Q4: 36,561 shares; 2025Q1: 32,862 shares; 2025Q2: 33,007 shares; 2025Q3: 36,853 shares; 2025Q4: 34,381 shares 34,381 $5.24M 0.07% -2,472 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,459 shares 79,459 $5.2M 0.07% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,439 shares; 2024Q4: 357,561 shares; 2025Q1: 357,561 shares; 2025Q2: 322,044 shares; 2025Q3: 322,044 shares; 2025Q4: 322,044 shares 322,044 $5.11M 0.07% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,641 shares; 2024Q4: 30,539 shares; 2025Q1: 30,318 shares; 2025Q2: 26,569 shares; 2025Q3: 29,541 shares; 2025Q4: 17,586 shares 17,586 $5.02M 0.07% -11,955 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 4,916 shares; 2025Q1: 5,145 shares; 2025Q2: 5,696 shares; 2025Q3: 5,787 shares; 2025Q4: 5,663 shares 5,663 $4.88M 0.06% -124 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,156 shares; 2024Q4: 81,256 shares; 2025Q1: 102,866 shares; 2025Q2: 103,059 shares; 2025Q3: 101,810 shares; 2025Q4: 95,989 shares 95,989 $4.79M 0.06% -5,821 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: 21,514 shares; 2024Q4: 24,234 shares; 2025Q1: 24,503 shares; 2025Q2: 25,171 shares; 2025Q3: 32,839 shares; 2025Q4: 32,398 shares 32,398 $4.64M 0.06% -441 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,290 shares; 2025Q1: 81,484 shares; 2025Q2: 167,291 shares; 2025Q3: 141,766 shares; 2025Q4: 140,472 shares 140,472 $4.62M 0.06% -1,294 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,707 shares; 2024Q4: not reported; 2025Q1: 74,614 shares; 2025Q2: 66,939 shares; 2025Q3: 75,967 shares; 2025Q4: 75,967 shares 75,967 $4.59M 0.06% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,901 shares; 2024Q4: 11,139 shares; 2025Q1: 14,215 shares; 2025Q2: 14,453 shares; 2025Q3: 14,917 shares; 2025Q4: 14,644 shares 14,644 $4.54M 0.06% -273 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: 6,153 shares; 2024Q4: 7,048 shares; 2025Q1: 7,177 shares; 2025Q2: 7,401 shares; 2025Q3: 7,552 shares; 2025Q4: 7,914 shares 7,914 $4.53M 0.06% +362 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,192 shares; 2024Q4: 17,674 shares; 2025Q1: 17,674 shares; 2025Q2: 17,679 shares; 2025Q3: 18,390 shares; 2025Q4: 18,378 shares 18,378 $4.46M 0.06% -12 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,297 shares; 2024Q4: 22,477 shares; 2025Q1: 22,477 shares; 2025Q2: 20,447 shares; 2025Q3: 20,477 shares; 2025Q4: 20,477 shares 20,477 $4.38M 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,055 shares; 2024Q4: not reported; 2025Q1: 18,958 shares; 2025Q2: 17,046 shares; 2025Q3: 18,924 shares; 2025Q4: 20,297 shares 20,297 $4.35M 0.06% +1,373 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 4,726 shares; 2025Q1: 4,496 shares; 2025Q2: 4,227 shares; 2025Q3: 4,772 shares; 2025Q4: 4,790 shares 4,790 $4.21M 0.05% +18 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,374 shares; 2025Q1: 1,663 shares; 2025Q2: 2,016 shares; 2025Q3: 2,016 shares; 2025Q4: 2,016 shares 2,016 $4.19M 0.05% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,462 shares; 2024Q4: 56,462 shares; 2025Q1: 56,462 shares; 2025Q2: 16,465 shares; 2025Q3: 17,066 shares; 2025Q4: 16,658 shares 16,658 $4.18M 0.05% -408 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: 8,839 shares; 2024Q4: 10,047 shares; 2025Q1: 9,391 shares; 2025Q2: 11,487 shares; 2025Q3: 11,999 shares; 2025Q4: 11,721 shares 11,721 $4.11M 0.05% -278 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234,213 shares; 2024Q4: 243,837 shares; 2025Q1: 229,865 shares; 2025Q2: 229,887 shares; 2025Q3: 215,371 shares; 2025Q4: 208,884 shares 208,884 $4.07M 0.05% -6,487 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,123 shares; 2024Q4: 222,120 shares; 2025Q1: 222,120 shares; 2025Q2: 209,587 shares; 2025Q3: 209,587 shares; 2025Q4: 209,587 shares 209,587 $4.05M 0.05% 0 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: 5,191 shares; 2024Q4: 5,652 shares; 2025Q1: 5,649 shares; 2025Q2: 16,912 shares; 2025Q3: 17,770 shares; 2025Q4: 16,616 shares 16,616 $4.03M 0.05% -1,154 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,000 shares 300,000 $3.99M 0.05% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,249 shares; 2024Q4: 30,338 shares; 2025Q1: 30,257 shares; 2025Q2: 31,542 shares; 2025Q3: 33,320 shares; 2025Q4: 33,511 shares 33,511 $3.91M 0.05% +191 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: 61,841 shares; 2024Q4: 68,361 shares; 2025Q1: 65,893 shares; 2025Q2: 66,979 shares; 2025Q3: 62,095 shares; 2025Q4: 62,573 shares 62,573 $3.91M 0.05% +478 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: 24,438 shares; 2024Q4: 32,003 shares; 2025Q1: 32,745 shares; 2025Q2: 34,355 shares; 2025Q3: 33,965 shares; 2025Q4: 34,208 shares 34,208 $3.89M 0.05% +243 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: 31,788 shares; 2024Q4: 41,168 shares; 2025Q1: 42,037 shares; 2025Q2: 46,044 shares; 2025Q3: 48,572 shares; 2025Q4: 50,494 shares 50,494 $3.89M 0.05% +1,922 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: 112,115 shares; 2024Q4: 156,081 shares; 2025Q1: 156,169 shares; 2025Q2: 164,004 shares; 2025Q3: 166,915 shares; 2025Q4: 156,536 shares 156,536 $3.89M 0.05% -10,379 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: 9,543 shares; 2024Q4: 9,894 shares; 2025Q1: 9,575 shares; 2025Q2: 10,022 shares; 2025Q3: 12,017 shares; 2025Q4: 12,124 shares 12,124 $3.71M 0.05% +107 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,115 shares; 2024Q4: 31,184 shares; 2025Q1: 21,068 shares; 2025Q2: 21,738 shares; 2025Q3: 30,628 shares; 2025Q4: 33,548 shares 33,548 $3.7M 0.05% +2,920 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: 4,468 shares; 2024Q4: 5,335 shares; 2025Q1: 4,805 shares; 2025Q2: 4,970 shares; 2025Q3: 5,035 shares; 2025Q4: 6,016 shares 6,016 $3.7M 0.05% +981 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: 6,976 shares; 2024Q4: 6,989 shares; 2025Q1: 7,235 shares; 2025Q2: 7,549 shares; 2025Q3: 7,569 shares; 2025Q4: 7,452 shares 7,452 $3.64M 0.05% -117 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,166 shares; 2024Q4: 94,166 shares; 2025Q1: 94,166 shares; 2025Q2: 94,166 shares; 2025Q3: 94,166 shares; 2025Q4: 94,166 shares 94,166 $3.63M 0.05% 0 Timeline AVUS 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: 36,023 shares; 2024Q4: not reported; 2025Q1: 24,967 shares; 2025Q2: 44,116 shares; 2025Q3: 35,636 shares; 2025Q4: 32,231 shares 32,231 $3.6M 0.05% -3,405 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: 23,822 shares; 2024Q4: 24,553 shares; 2025Q1: 24,519 shares; 2025Q2: 24,607 shares; 2025Q3: 24,607 shares; 2025Q4: 25,365 shares 25,365 $3.5M 0.05% +758 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,801 shares; 2024Q4: 43,317 shares; 2025Q1: 43,317 shares; 2025Q2: 44,246 shares; 2025Q3: 44,246 shares; 2025Q4: 44,246 shares 44,246 $3.48M 0.05% 0 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: 73,610 shares; 2024Q4: 81,899 shares; 2025Q1: 63,613 shares; 2025Q2: 57,044 shares; 2025Q3: 98,370 shares; 2025Q4: 93,915 shares 93,915 $3.47M 0.05% -4,455 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: 12,955 shares; 2024Q4: 12,367 shares; 2025Q1: 11,640 shares; 2025Q2: 11,377 shares; 2025Q3: 11,195 shares; 2025Q4: 11,142 shares 11,142 $3.43M 0.04% -53 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: 9,679 shares; 2024Q4: not reported; 2025Q1: 17,753 shares; 2025Q2: 20,257 shares; 2025Q3: 21,195 shares; 2025Q4: 16,317 shares 16,317 $3.4M 0.04% -4,878 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,948 shares; 2024Q4: 66,827 shares; 2025Q1: 66,327 shares; 2025Q2: 57,029 shares; 2025Q3: 69,279 shares; 2025Q4: 69,279 shares 69,279 $3.36M 0.04% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,770 shares 61,770 $3.3M 0.04% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,264 shares; 2025Q1: 3,326 shares; 2025Q2: 3,328 shares; 2025Q3: 3,374 shares; 2025Q4: 34,606 shares 34,606 $3.24M 0.04% +31,232 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,414 shares; 2024Q4: 274,585 shares; 2025Q1: 274,585 shares; 2025Q2: 252,252 shares; 2025Q3: 326,980 shares; 2025Q4: 326,980 shares 326,980 $3.16M 0.04% 0 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: 13,424 shares; 2024Q4: 19,020 shares; 2025Q1: 20,785 shares; 2025Q2: 16,828 shares; 2025Q3: 17,333 shares; 2025Q4: 17,090 shares 17,090 $3.13M 0.04% -243 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: 49,046 shares; 2024Q4: 74,476 shares; 2025Q1: 68,547 shares; 2025Q2: 68,864 shares; 2025Q3: 74,539 shares; 2025Q4: 76,495 shares 76,495 $3.12M 0.04% +1,956 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: 37,247 shares; 2024Q4: 46,408 shares; 2025Q1: 44,778 shares; 2025Q2: 41,796 shares; 2025Q3: 44,071 shares; 2025Q4: 43,916 shares 43,916 $3.07M 0.04% -155 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: 13,223 shares; 2024Q4: 14,069 shares; 2025Q1: 13,169 shares; 2025Q2: 15,463 shares; 2025Q3: 16,365 shares; 2025Q4: 15,624 shares 15,624 $3.05M 0.04% -741 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 8,270 shares; 2025Q1: 8,231 shares; 2025Q2: 9,810 shares; 2025Q3: 9,965 shares; 2025Q4: 10,267 shares 10,267 $3.04M 0.04% +302 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,120 shares; 2024Q4: 115,250 shares; 2025Q1: 108,375 shares; 2025Q2: 110,317 shares; 2025Q3: 118,617 shares; 2025Q4: 118,617 shares 118,617 $3.04M 0.04% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,789 shares; 2025Q1: 2,786 shares; 2025Q2: 2,267 shares; 2025Q3: 2,839 shares; 2025Q4: 2,831 shares 2,831 $3.03M 0.04% -8 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: 24,593 shares; 2024Q4: 32,205 shares; 2025Q1: 26,811 shares; 2025Q2: 22,398 shares; 2025Q3: 22,702 shares; 2025Q4: 28,358 shares 28,358 $2.98M 0.04% +5,656 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,695 shares; 2024Q4: 257,032 shares; 2025Q1: 257,032 shares; 2025Q2: 254,344 shares; 2025Q3: 254,344 shares; 2025Q4: 254,344 shares 254,344 $2.98M 0.04% 0 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: 6,591 shares; 2024Q4: not reported; 2025Q1: 6,648 shares; 2025Q2: 7,944 shares; 2025Q3: 8,089 shares; 2025Q4: 8,046 shares 8,046 $2.98M 0.04% -43 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: 47,597 shares; 2024Q4: 48,614 shares; 2025Q1: 48,679 shares; 2025Q2: 49,030 shares; 2025Q3: 40,909 shares; 2025Q4: 40,285 shares 40,285 $2.97M 0.04% -624 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: 260,100 shares; 2024Q4: 167,217 shares; 2025Q1: 105,904 shares; 2025Q2: 31,002 shares; 2025Q3: 26,178 shares; 2025Q4: 27,703 shares 27,703 $2.97M 0.04% +1,525 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: 3,890 shares; 2024Q4: 4,304 shares; 2025Q1: 4,447 shares; 2025Q2: 4,845 shares; 2025Q3: 5,333 shares; 2025Q4: 5,092 shares 5,092 $2.91M 0.04% -241 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,134 shares; 2024Q4: 364,094 shares; 2025Q1: 364,094 shares; 2025Q2: 353,511 shares; 2025Q3: 379,442 shares; 2025Q4: 379,442 shares 379,442 $2.78M 0.04% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,039 shares; 2024Q4: 21,818 shares; 2025Q1: 21,768 shares; 2025Q2: 21,756 shares; 2025Q3: 21,651 shares; 2025Q4: 22,527 shares 22,527 $2.78M 0.04% +876 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: 9,143 shares; 2024Q4: not reported; 2025Q1: 7,362 shares; 2025Q2: 7,603 shares; 2025Q3: 10,098 shares; 2025Q4: 10,695 shares 10,695 $2.75M 0.04% +597 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,000 shares; 2024Q4: 70,000 shares; 2025Q1: 70,000 shares; 2025Q2: 70,000 shares; 2025Q3: 70,011 shares; 2025Q4: 70,013 shares 70,013 $2.68M 0.03% +2 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,356 shares; 2024Q4: 68,105 shares; 2025Q1: 68,105 shares; 2025Q2: 56,356 shares; 2025Q3: 56,404 shares; 2025Q4: 56,356 shares 56,356 $2.61M 0.03% -48 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,603 shares; 2025Q2: 28,371 shares; 2025Q3: 29,859 shares; 2025Q4: 27,530 shares 27,530 $2.59M 0.03% -2,329 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: 22,565 shares; 2024Q4: not reported; 2025Q1: 20,499 shares; 2025Q2: 20,953 shares; 2025Q3: 22,303 shares; 2025Q4: 22,265 shares 22,265 $2.58M 0.03% -38 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,776 shares; 2025Q1: 3,774 shares; 2025Q2: 3,770 shares; 2025Q3: 3,771 shares; 2025Q4: 3,779 shares 3,779 $2.55M 0.03% +8 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: 6,836 shares; 2024Q4: 6,719 shares; 2025Q1: 6,836 shares; 2025Q2: 6,719 shares; 2025Q3: 6,719 shares; 2025Q4: 6,785 shares 6,785 $2.53M 0.03% +66 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: 31,888 shares; 2024Q4: 40,916 shares; 2025Q1: 40,916 shares; 2025Q2: 34,261 shares; 2025Q3: 34,259 shares; 2025Q4: 34,432 shares 34,432 $2.53M 0.03% +173 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: 9,745 shares; 2024Q4: 10,142 shares; 2025Q1: 7,332 shares; 2025Q2: 8,624 shares; 2025Q3: 7,451 shares; 2025Q4: 17,403 shares 17,403 $2.51M 0.03% +9,952 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: 61,644 shares; 2024Q4: 96,645 shares; 2025Q1: 104,496 shares; 2025Q2: 80,084 shares; 2025Q3: 117,904 shares; 2025Q4: 98,783 shares 98,783 $2.46M 0.03% -19,121 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: 6,771 shares; 2024Q4: 8,480 shares; 2025Q1: 8,648 shares; 2025Q2: 7,336 shares; 2025Q3: 7,027 shares; 2025Q4: 7,240 shares 7,240 $2.39M 0.03% +213 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: 14,685 shares; 2024Q4: 14,970 shares; 2025Q1: 13,933 shares; 2025Q2: 12,375 shares; 2025Q3: 11,404 shares; 2025Q4: 11,299 shares 11,299 $2.38M 0.03% -105 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: 5,920 shares; 2024Q4: 8,202 shares; 2025Q1: 7,860 shares; 2025Q2: 10,200 shares; 2025Q3: 9,935 shares; 2025Q4: 10,318 shares 10,318 $2.36M 0.03% +383 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: 4,561 shares; 2024Q4: 6,788 shares; 2025Q1: 6,775 shares; 2025Q2: 7,490 shares; 2025Q3: 7,494 shares; 2025Q4: 7,464 shares 7,464 $2.33M 0.03% -30 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: 10,622 shares; 2024Q4: 12,856 shares; 2025Q1: 14,235 shares; 2025Q2: 14,672 shares; 2025Q3: 14,813 shares; 2025Q4: 14,077 shares 14,077 $2.26M 0.03% -736 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: 4,471 shares; 2024Q4: 4,511 shares; 2025Q1: 4,497 shares; 2025Q2: 4,497 shares; 2025Q3: 4,469 shares; 2025Q4: 4,653 shares 4,653 $2.25M 0.03% +184 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: 8,468 shares; 2024Q4: 10,543 shares; 2025Q1: 10,477 shares; 2025Q2: 9,160 shares; 2025Q3: 9,541 shares; 2025Q4: 8,487 shares 8,487 $2.25M 0.03% -1,054 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,966 shares; 2024Q4: 69,972 shares; 2025Q1: 69,972 shares; 2025Q2: 64,815 shares; 2025Q3: 65,004 shares; 2025Q4: 64,965 shares 64,965 $2.2M 0.03% -39 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: 11,890 shares; 2024Q4: 7,477 shares; 2025Q1: 7,438 shares; 2025Q2: 8,031 shares; 2025Q3: 8,032 shares; 2025Q4: 8,038 shares 8,038 $2.2M 0.03% +6 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 8,807 shares; 2025Q1: 8,378 shares; 2025Q2: 9,106 shares; 2025Q3: 9,313 shares; 2025Q4: 9,484 shares 9,484 $2.19M 0.03% +171 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 4,158 shares; 2025Q1: 4,240 shares; 2025Q2: 4,527 shares; 2025Q3: 5,161 shares; 2025Q4: 5,136 shares 5,136 $2.19M 0.03% -25 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: 18,679 shares; 2024Q4: 23,049 shares; 2025Q1: 22,981 shares; 2025Q2: 23,323 shares; 2025Q3: 24,585 shares; 2025Q4: 23,376 shares 23,376 $2.19M 0.03% -1,209 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: 13,296 shares; 2024Q4: 12,742 shares; 2025Q1: 18,622 shares; 2025Q2: 20,359 shares; 2025Q3: 21,879 shares; 2025Q4: 21,980 shares 21,980 $2.11M 0.03% +101 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: 17,300 shares; 2024Q4: 19,636 shares; 2025Q1: 17,760 shares; 2025Q2: 19,342 shares; 2025Q3: 20,720 shares; 2025Q4: 20,797 shares 20,797 $2.08M 0.03% +77 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,379 shares; 2025Q1: 3,276 shares; 2025Q2: 3,176 shares; 2025Q3: 3,129 shares; 2025Q4: 3,172 shares 3,172 $2.07M 0.03% +43 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: 18,658 shares; 2024Q4: 23,525 shares; 2025Q1: 17,239 shares; 2025Q2: 17,245 shares; 2025Q3: 16,766 shares; 2025Q4: 16,780 shares 16,780 $2.06M 0.03% +14 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,783 shares; 2024Q4: 18,124 shares; 2025Q1: 17,863 shares; 2025Q2: 17,997 shares; 2025Q3: 18,119 shares; 2025Q4: 18,183 shares 18,183 $2.06M 0.03% +64 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: 54,639 shares; 2024Q4: 63,374 shares; 2025Q1: 62,579 shares; 2025Q2: 65,653 shares; 2025Q3: 72,327 shares; 2025Q4: 72,845 shares 72,845 $2M 0.03% +518 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,792 shares; 2024Q4: 55,941 shares; 2025Q1: 25,260 shares; 2025Q2: 19,982 shares; 2025Q3: 19,985 shares; 2025Q4: 20,019 shares 20,019 $2M 0.03% +34 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: 6,152 shares; 2024Q4: 7,417 shares; 2025Q1: 10,653 shares; 2025Q2: 7,112 shares; 2025Q3: 11,672 shares; 2025Q4: 11,660 shares 11,660 $1.99M 0.03% -12 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,359 shares; 2025Q2: 27,360 shares; 2025Q3: 26,025 shares; 2025Q4: 25,625 shares 25,625 $1.94M 0.03% -400 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: 36,441 shares; 2024Q4: 36,299 shares; 2025Q1: 36,409 shares; 2025Q2: 36,402 shares; 2025Q3: 36,427 shares; 2025Q4: 41,380 shares 41,380 $1.94M 0.03% +4,953 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares 1,740 $1.91M 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,329 shares; 2024Q4: 43,203 shares; 2025Q1: 47,851 shares; 2025Q2: 66,764 shares; 2025Q3: 66,255 shares; 2025Q4: 65,650 shares 65,650 $1.89M 0.02% -605 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: 8,585 shares; 2024Q4: 8,488 shares; 2025Q1: 8,212 shares; 2025Q2: 8,212 shares; 2025Q3: 8,406 shares; 2025Q4: 8,826 shares 8,826 $1.87M 0.02% +420 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,291 shares; 2025Q1: 6,291 shares; 2025Q2: 5,832 shares; 2025Q3: 5,832 shares; 2025Q4: 5,735 shares 5,735 $1.81M 0.02% -97 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,075 shares; 2024Q4: 25,181 shares; 2025Q1: 26,597 shares; 2025Q2: 21,897 shares; 2025Q3: 21,897 shares; 2025Q4: 21,763 shares 21,763 $1.77M 0.02% -134 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,551 shares; 2025Q1: 1,535 shares; 2025Q2: 1,445 shares; 2025Q3: 1,653 shares; 2025Q4: 1,643 shares 1,643 $1.76M 0.02% -10 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,984 shares; 2025Q1: 2,978 shares; 2025Q2: 3,098 shares; 2025Q3: 3,338 shares; 2025Q4: 3,333 shares 3,333 $1.74M 0.02% -5 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: 2,201 shares; 2024Q4: 3,192 shares; 2025Q1: 3,198 shares; 2025Q2: 2,320 shares; 2025Q3: 2,347 shares; 2025Q4: 2,971 shares 2,971 $1.72M 0.02% +624 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: 5,098 shares; 2024Q4: 5,468 shares; 2025Q1: 5,439 shares; 2025Q2: 5,239 shares; 2025Q3: 5,912 shares; 2025Q4: 5,900 shares 5,900 $1.7M 0.02% -12 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: 11,374 shares; 2024Q4: not reported; 2025Q1: 17,558 shares; 2025Q2: 18,156 shares; 2025Q3: 18,537 shares; 2025Q4: 18,504 shares 18,504 $1.7M 0.02% -33 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: 18,203 shares; 2024Q4: 18,286 shares; 2025Q1: 16,035 shares; 2025Q2: 16,525 shares; 2025Q3: 20,287 shares; 2025Q4: 21,282 shares 21,282 $1.69M 0.02% +995 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,713 shares; 2024Q4: 20,102 shares; 2025Q1: 19,557 shares; 2025Q2: 19,409 shares; 2025Q3: 20,135 shares; 2025Q4: 20,295 shares 20,295 $1.65M 0.02% +160 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: 5,111 shares; 2024Q4: not reported; 2025Q1: 5,064 shares; 2025Q2: 5,782 shares; 2025Q3: 6,089 shares; 2025Q4: 6,083 shares 6,083 $1.65M 0.02% -6 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,929 shares; 2024Q4: 70,543 shares; 2025Q1: 70,543 shares; 2025Q2: 70,543 shares; 2025Q3: 70,543 shares; 2025Q4: 70,543 shares 70,543 $1.64M 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,101 shares; 2024Q4: 18,139 shares; 2025Q1: 18,447 shares; 2025Q2: 19,651 shares; 2025Q3: 20,151 shares; 2025Q4: 19,393 shares 19,393 $1.63M 0.02% -758 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,467 shares; 2024Q4: 13,414 shares; 2025Q1: 13,456 shares; 2025Q2: 13,607 shares; 2025Q3: 14,418 shares; 2025Q4: 20,595 shares 20,595 $1.63M 0.02% +6,177 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: 11,781 shares; 2024Q4: 11,810 shares; 2025Q1: 11,872 shares; 2025Q2: 14,501 shares; 2025Q3: 15,364 shares; 2025Q4: 21,493 shares 21,493 $1.62M 0.02% +6,129 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,925 shares; 2024Q4: 114,324 shares; 2025Q1: 114,324 shares; 2025Q2: 91,934 shares; 2025Q3: 102,334 shares; 2025Q4: 102,334 shares 102,334 $1.6M 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,502 shares; 2025Q1: 6,966 shares; 2025Q2: 6,994 shares; 2025Q3: 6,984 shares; 2025Q4: 7,166 shares 7,166 $1.58M 0.02% +182 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: 10,511 shares; 2024Q4: 10,288 shares; 2025Q1: 9,846 shares; 2025Q2: 10,726 shares; 2025Q3: 10,613 shares; 2025Q4: 10,890 shares 10,890 $1.56M 0.02% +277 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 9,861 shares; 2025Q1: 10,596 shares; 2025Q2: 13,908 shares; 2025Q3: 13,338 shares; 2025Q4: 14,231 shares 14,231 $1.56M 0.02% +893 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: 7,411 shares; 2024Q4: 7,811 shares; 2025Q1: 8,477 shares; 2025Q2: 9,630 shares; 2025Q3: 9,983 shares; 2025Q4: 9,990 shares 9,990 $1.53M 0.02% +7 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: 6,584 shares; 2024Q4: 8,570 shares; 2025Q1: 8,440 shares; 2025Q2: 8,387 shares; 2025Q3: 9,908 shares; 2025Q4: 8,718 shares 8,718 $1.51M 0.02% -1,190 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.02% 0 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: 4,041 shares; 2024Q4: 4,095 shares; 2025Q1: 4,052 shares; 2025Q2: 4,590 shares; 2025Q3: 4,804 shares; 2025Q4: 4,723 shares 4,723 $1.5M 0.02% -81 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: 17,463 shares; 2024Q4: 17,338 shares; 2025Q1: 17,256 shares; 2025Q2: 17,513 shares; 2025Q3: 17,353 shares; 2025Q4: 17,036 shares 17,036 $1.49M 0.02% -317 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: 1,966 shares; 2024Q4: 1,999 shares; 2025Q1: 2,006 shares; 2025Q2: 2,129 shares; 2025Q3: 2,624 shares; 2025Q4: 2,608 shares 2,608 $1.48M 0.02% -16 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: 1,874 shares; 2024Q4: not reported; 2025Q1: 5,474 shares; 2025Q2: 5,868 shares; 2025Q3: 6,440 shares; 2025Q4: 5,972 shares 5,972 $1.48M 0.02% -468 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: 12,363 shares; 2024Q4: 24,842 shares; 2025Q1: 25,081 shares; 2025Q2: 25,724 shares; 2025Q3: 27,508 shares; 2025Q4: 27,510 shares 27,510 $1.47M 0.02% +2 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: 25,483 shares; 2024Q4: 26,104 shares; 2025Q1: 25,222 shares; 2025Q2: 22,350 shares; 2025Q3: 24,051 shares; 2025Q4: 24,239 shares 24,239 $1.46M 0.02% +188 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: 23,678 shares; 2024Q4: 23,897 shares; 2025Q1: 23,741 shares; 2025Q2: 24,027 shares; 2025Q3: 28,594 shares; 2025Q4: 28,571 shares 28,571 $1.45M 0.02% -23 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: 3,835 shares; 2024Q4: 4,252 shares; 2025Q1: 4,041 shares; 2025Q2: 4,304 shares; 2025Q3: 4,148 shares; 2025Q4: 4,142 shares 4,142 $1.45M 0.02% -6 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: 5,929 shares; 2024Q4: not reported; 2025Q1: 5,870 shares; 2025Q2: 6,480 shares; 2025Q3: 8,096 shares; 2025Q4: 6,665 shares 6,665 $1.45M 0.02% -1,431 Timeline DFAI 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: 37,215 shares; 2024Q4: 36,735 shares; 2025Q1: 36,870 shares; 2025Q2: 36,209 shares; 2025Q3: 36,228 shares; 2025Q4: 37,851 shares 37,851 $1.44M 0.02% +1,623 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: 4,482 shares; 2024Q4: 4,652 shares; 2025Q1: 4,552 shares; 2025Q2: 4,919 shares; 2025Q3: 5,253 shares; 2025Q4: 5,237 shares 5,237 $1.44M 0.02% -16 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: 57,811 shares; 2024Q4: 60,149 shares; 2025Q1: 52,963 shares; 2025Q2: 59,022 shares; 2025Q3: 54,499 shares; 2025Q4: 47,729 shares 47,729 $1.43M 0.02% -6,770 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: 5,262 shares; 2024Q4: 6,365 shares; 2025Q1: 6,295 shares; 2025Q2: 6,418 shares; 2025Q3: 6,808 shares; 2025Q4: 6,786 shares 6,786 $1.42M 0.02% -22 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,170 shares; 2025Q1: 22,150 shares; 2025Q2: 27,780 shares; 2025Q3: 28,596 shares; 2025Q4: 28,464 shares 28,464 $1.41M 0.02% -132 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: 4,519 shares; 2024Q4: 4,646 shares; 2025Q1: 4,732 shares; 2025Q2: 5,166 shares; 2025Q3: 6,231 shares; 2025Q4: 5,227 shares 5,227 $1.4M 0.02% -1,004 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: 11,715 shares; 2024Q4: 13,336 shares; 2025Q1: 13,448 shares; 2025Q2: 12,562 shares; 2025Q3: 15,021 shares; 2025Q4: 14,665 shares 14,665 $1.4M 0.02% -356 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: 2,677 shares; 2024Q4: 3,435 shares; 2025Q1: 4,206 shares; 2025Q2: 4,537 shares; 2025Q3: 4,716 shares; 2025Q4: 4,821 shares 4,821 $1.39M 0.02% +105 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: 1,864 shares; 2024Q4: 2,455 shares; 2025Q1: 3,154 shares; 2025Q2: 2,850 shares; 2025Q3: 3,967 shares; 2025Q4: 3,952 shares 3,952 $1.39M 0.02% -15 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: not reported; 2024Q4: not reported; 2025Q1: 16,297 shares; 2025Q2: 15,647 shares; 2025Q3: 15,607 shares; 2025Q4: 13,519 shares 13,519 $1.38M 0.02% -2,088 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,816 shares; 2024Q4: 47,283 shares; 2025Q1: 47,283 shares; 2025Q2: 49,057 shares; 2025Q3: 49,034 shares; 2025Q4: 49,021 shares 49,021 $1.37M 0.02% -13 Timeline AVRE 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: 34,780 shares; 2024Q4: not reported; 2025Q1: 35,354 shares; 2025Q2: 40,874 shares; 2025Q3: 35,920 shares; 2025Q4: 31,263 shares 31,263 $1.36M 0.02% -4,657 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: not reported; 2025Q1: 5,107 shares; 2025Q2: 5,358 shares; 2025Q3: 5,364 shares; 2025Q4: 5,234 shares 5,234 $1.35M 0.02% -130 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 4,389 shares; 2025Q1: 4,428 shares; 2025Q2: 4,433 shares; 2025Q3: 4,659 shares; 2025Q4: 4,636 shares 4,636 $1.34M 0.02% -23 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: not reported; 2025Q1: 2,856 shares; 2025Q2: 2,938 shares; 2025Q3: 2,971 shares; 2025Q4: 3,766 shares 3,766 $1.32M 0.02% +795 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 5,318 shares; 2025Q1: 5,375 shares; 2025Q2: 6,020 shares; 2025Q3: 6,577 shares; 2025Q4: 5,787 shares 5,787 $1.32M 0.02% -790 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: 6,208 shares; 2024Q4: 6,107 shares; 2025Q1: 8,670 shares; 2025Q2: 8,129 shares; 2025Q3: 7,928 shares; 2025Q4: 6,900 shares 6,900 $1.32M 0.02% -1,028 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: 8,203 shares; 2024Q4: 8,167 shares; 2025Q1: 6,994 shares; 2025Q2: 7,175 shares; 2025Q3: 8,694 shares; 2025Q4: 8,296 shares 8,296 $1.28M 0.02% -398 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: 11,398 shares; 2024Q4: 18,711 shares; 2025Q1: 13,483 shares; 2025Q2: 13,483 shares; 2025Q3: 13,483 shares; 2025Q4: 13,483 shares 13,483 $1.27M 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 7,125 shares; 2025Q1: 6,788 shares; 2025Q2: 5,524 shares; 2025Q3: 8,254 shares; 2025Q4: 7,840 shares 7,840 $1.26M 0.02% -414 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,745 shares; 2024Q4: 191,570 shares; 2025Q1: 194,474 shares; 2025Q2: 188,309 shares; 2025Q3: 195,049 shares; 2025Q4: 195,049 shares 195,049 $1.26M 0.02% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,455 shares; 2024Q4: 8,566 shares; 2025Q1: 9,589 shares; 2025Q2: 9,998 shares; 2025Q3: 10,953 shares; 2025Q4: 9,811 shares 9,811 $1.25M 0.02% -1,142 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,457 shares; 2024Q4: 54,016 shares; 2025Q1: 54,016 shares; 2025Q2: 38,592 shares; 2025Q3: 42,418 shares; 2025Q4: 42,418 shares 42,418 $1.25M 0.02% 0 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: 16,097 shares; 2024Q4: 21,546 shares; 2025Q1: 20,807 shares; 2025Q2: 21,946 shares; 2025Q3: 21,603 shares; 2025Q4: 21,629 shares 21,629 $1.25M 0.02% +26 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: 3,043 shares; 2024Q4: 3,851 shares; 2025Q1: 3,871 shares; 2025Q2: 3,932 shares; 2025Q3: 4,257 shares; 2025Q4: 4,239 shares 4,239 $1.24M 0.02% -18 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,417 shares; 2025Q1: 5,928 shares; 2025Q2: 6,275 shares; 2025Q3: 7,288 shares; 2025Q4: 7,218 shares 7,218 $1.24M 0.02% -70 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,325 shares; 2024Q4: 48,199 shares; 2025Q1: 48,199 shares; 2025Q2: 48,199 shares; 2025Q3: 48,199 shares; 2025Q4: 48,199 shares 48,199 $1.23M 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,111 shares; 2025Q2: 9,253 shares; 2025Q3: 9,034 shares; 2025Q4: 9,319 shares 9,319 $1.22M 0.02% +285 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: 7,853 shares; 2024Q4: 8,080 shares; 2025Q1: 8,031 shares; 2025Q2: 9,807 shares; 2025Q3: 11,880 shares; 2025Q4: 11,601 shares 11,601 $1.22M 0.02% -279 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: 1,893 shares; 2024Q4: 1,906 shares; 2025Q1: 1,540 shares; 2025Q2: 1,500 shares; 2025Q3: 1,472 shares; 2025Q4: 1,479 shares 1,479 $1.21M 0.02% +7 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,499 shares; 2025Q1: 1,891 shares; 2025Q2: 1,561 shares; 2025Q3: 2,060 shares; 2025Q4: 2,125 shares 2,125 $1.21M 0.02% +65 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: 7,409 shares; 2024Q4: 7,486 shares; 2025Q1: 7,618 shares; 2025Q2: 8,343 shares; 2025Q3: 9,377 shares; 2025Q4: 9,325 shares 9,325 $1.2M 0.02% -52 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 4,367 shares; 2025Q1: 5,469 shares; 2025Q2: 5,545 shares; 2025Q3: 6,170 shares; 2025Q4: 6,266 shares 6,266 $1.2M 0.02% +96 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 9,368 shares; 2025Q1: 9,348 shares; 2025Q2: 9,301 shares; 2025Q3: 9,987 shares; 2025Q4: 10,547 shares 10,547 $1.19M 0.02% +560 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 4,222 shares; 2025Q1: 4,699 shares; 2025Q2: 4,393 shares; 2025Q3: 4,272 shares; 2025Q4: 4,320 shares 4,320 $1.19M 0.02% +48 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,365 shares; 2025Q1: 1,410 shares; 2025Q2: 1,270 shares; 2025Q3: 1,385 shares; 2025Q4: 1,345 shares 1,345 $1.18M 0.02% -40 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,344 shares; 2024Q4: not reported; 2025Q1: 9,748 shares; 2025Q2: 9,279 shares; 2025Q3: 10,719 shares; 2025Q4: 10,719 shares 10,719 $1.18M 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 3,839 shares; 2025Q1: 3,203 shares; 2025Q2: 2,885 shares; 2025Q3: 2,779 shares; 2025Q4: 2,786 shares 2,786 $1.18M 0.02% +7 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: 8,377 shares; 2024Q4: 8,329 shares; 2025Q1: 7,816 shares; 2025Q2: 6,462 shares; 2025Q3: 6,471 shares; 2025Q4: 7,218 shares 7,218 $1.17M 0.02% +747 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,641 shares; 2025Q1: 5,637 shares; 2025Q2: 5,708 shares; 2025Q3: 5,781 shares; 2025Q4: 5,774 shares 5,774 $1.17M 0.02% -7 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: 7,146 shares; 2024Q4: 10,820 shares; 2025Q1: 10,956 shares; 2025Q2: 12,282 shares; 2025Q3: 14,013 shares; 2025Q4: 14,342 shares 14,342 $1.17M 0.02% +329 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: 10,397 shares; 2024Q4: 18,886 shares; 2025Q1: 18,898 shares; 2025Q2: 20,055 shares; 2025Q3: 23,758 shares; 2025Q4: 23,715 shares 23,715 $1.17M 0.02% -43 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,450 shares; 2025Q1: 1,565 shares; 2025Q2: 1,545 shares; 2025Q3: 1,940 shares; 2025Q4: 1,758 shares 1,758 $1.16M 0.02% -182 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: 16,313 shares; 2024Q4: 17,589 shares; 2025Q1: 6,489 shares; 2025Q2: 6,300 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares 6,800 $1.16M 0.02% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,600 shares; 2024Q4: 28,823 shares; 2025Q1: 28,823 shares; 2025Q2: 28,823 shares; 2025Q3: 30,556 shares; 2025Q4: 30,556 shares 30,556 $1.16M 0.02% 0 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: 3,750 shares; 2024Q4: 5,276 shares; 2025Q1: 5,368 shares; 2025Q2: 5,786 shares; 2025Q3: 5,895 shares; 2025Q4: 5,929 shares 5,929 $1.16M 0.02% +34 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: 4,439 shares; 2024Q4: 4,438 shares; 2025Q1: 4,413 shares; 2025Q2: 4,737 shares; 2025Q3: 4,727 shares; 2025Q4: 4,774 shares 4,774 $1.15M 0.01% +47 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,364 shares; 2024Q4: 19,370 shares; 2025Q1: 19,565 shares; 2025Q2: 19,774 shares; 2025Q3: 19,990 shares; 2025Q4: 35,309 shares 35,309 $1.13M 0.01% +15,319 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,370 shares; 2024Q4: 16,607 shares; 2025Q1: 16,978 shares; 2025Q2: 16,197 shares; 2025Q3: 15,184 shares; 2025Q4: 17,457 shares 17,457 $1.11M 0.01% +2,273 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: 1,795 shares; 2024Q4: 1,848 shares; 2025Q1: 2,094 shares; 2025Q2: 2,094 shares; 2025Q3: 2,416 shares; 2025Q4: 2,415 shares 2,415 $1.1M 0.01% -1 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,091 shares; 2024Q4: 73,556 shares; 2025Q1: 73,520 shares; 2025Q2: 56,594 shares; 2025Q3: 69,905 shares; 2025Q4: 69,905 shares 69,905 $1.09M 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: not reported; 2025Q1: 3,853 shares; 2025Q2: 4,589 shares; 2025Q3: 5,825 shares; 2025Q4: 5,607 shares 5,607 $1.09M 0.01% -218 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 11,471 shares; 2025Q1: 13,282 shares; 2025Q2: 13,290 shares; 2025Q3: 15,635 shares; 2025Q4: 15,615 shares 15,615 $1.08M 0.01% -20 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 8,991 shares; 2025Q1: 8,978 shares; 2025Q2: 8,983 shares; 2025Q3: 8,984 shares; 2025Q4: 8,985 shares 8,985 $1.08M 0.01% +1 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: 730 shares; 2024Q4: 729 shares; 2025Q1: 730 shares; 2025Q2: 871 shares; 2025Q3: 872 shares; 2025Q4: 880 shares 880 $1.07M 0.01% +8 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,417 shares; 2024Q4: 19,073 shares; 2025Q1: 20,424 shares; 2025Q2: 21,248 shares; 2025Q3: 27,569 shares; 2025Q4: 27,572 shares 27,572 $1.06M 0.01% +3 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,395 shares; 2024Q4: 13,029 shares; 2025Q1: 12,020 shares; 2025Q2: 14,180 shares; 2025Q3: 14,216 shares; 2025Q4: 19,654 shares 19,654 $1.06M 0.01% +5,438 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,717 shares; 2024Q4: 38,992 shares; 2025Q1: 42,049 shares; 2025Q2: 38,026 shares; 2025Q3: 40,962 shares; 2025Q4: 43,974 shares 43,974 $1.06M 0.01% +3,012 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,162 shares; 2024Q4: not reported; 2025Q1: 12,319 shares; 2025Q2: 12,312 shares; 2025Q3: 12,329 shares; 2025Q4: 12,287 shares 12,287 $1.05M 0.01% -42 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: 8,614 shares; 2024Q4: 9,906 shares; 2025Q1: 9,968 shares; 2025Q2: 10,160 shares; 2025Q3: 10,428 shares; 2025Q4: 10,379 shares 10,379 $1.05M 0.01% -49 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: 14,344 shares; 2024Q4: 16,611 shares; 2025Q1: 16,620 shares; 2025Q2: 16,649 shares; 2025Q3: 19,200 shares; 2025Q4: 22,270 shares 22,270 $1.04M 0.01% +3,070 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,194 shares; 2024Q4: 68,668 shares; 2025Q1: 68,699 shares; 2025Q2: 69,095 shares; 2025Q3: 77,906 shares; 2025Q4: 79,081 shares 79,081 $1.04M 0.01% +1,175 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 3,804 shares; 2025Q1: 3,540 shares; 2025Q2: 2,847 shares; 2025Q3: 2,848 shares; 2025Q4: 5,887 shares 5,887 $1.04M 0.01% +3,039 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,979 shares; 2025Q1: 16,983 shares; 2025Q2: 17,009 shares; 2025Q3: 17,055 shares; 2025Q4: 17,052 shares 17,052 $1.03M 0.01% -3 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: 6,319 shares; 2024Q4: not reported; 2025Q1: 6,681 shares; 2025Q2: 7,463 shares; 2025Q3: 7,464 shares; 2025Q4: 7,655 shares 7,655 $1.03M 0.01% +191 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,098 shares; 2024Q4: not reported; 2025Q1: 8,664 shares; 2025Q2: 13,619 shares; 2025Q3: 13,182 shares; 2025Q4: 13,421 shares 13,421 $1.03M 0.01% +239 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,067 shares; 2025Q3: 2,982 shares; 2025Q4: 2,745 shares 2,745 $1.01M 0.01% -237 Timeline DFEV 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: 8,439 shares; 2024Q4: 32,308 shares; 2025Q1: 32,208 shares; 2025Q2: 32,209 shares; 2025Q3: 32,210 shares; 2025Q4: 29,851 shares 29,851 $1.01M 0.01% -2,359 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: 11,383 shares; 2024Q4: 11,397 shares; 2025Q1: 10,895 shares; 2025Q2: 10,510 shares; 2025Q3: 7,626 shares; 2025Q4: 7,151 shares 7,151 $995K 0.01% -475 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,699 shares; 2024Q4: 14,512 shares; 2025Q1: 14,218 shares; 2025Q2: 15,139 shares; 2025Q3: 17,045 shares; 2025Q4: 17,028 shares 17,028 $994K 0.01% -17 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,616 shares; 2025Q1: 1,606 shares; 2025Q2: 1,702 shares; 2025Q3: 1,940 shares; 2025Q4: 1,943 shares 1,943 $992K 0.01% +3 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: 13,504 shares; 2024Q4: 13,909 shares; 2025Q1: 16,487 shares; 2025Q2: 14,740 shares; 2025Q3: 19,506 shares; 2025Q4: 19,477 shares 19,477 $989K 0.01% -29 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: 10,941 shares; 2024Q4: 10,256 shares; 2025Q1: 9,419 shares; 2025Q2: 10,537 shares; 2025Q3: 11,359 shares; 2025Q4: 11,626 shares 11,626 $988K 0.01% +267 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: 2,042 shares; 2024Q4: 2,177 shares; 2025Q1: 2,177 shares; 2025Q2: 2,632 shares; 2025Q3: 2,809 shares; 2025Q4: 2,883 shares 2,883 $971K 0.01% +74 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: 4,632 shares; 2024Q4: 5,068 shares; 2025Q1: 5,090 shares; 2025Q2: 5,931 shares; 2025Q3: 6,004 shares; 2025Q4: 5,969 shares 5,969 $967K 0.01% -35 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,044 shares; 2024Q4: 181,796 shares; 2025Q1: 181,796 shares; 2025Q2: 181,796 shares; 2025Q3: 181,796 shares; 2025Q4: 181,796 shares 181,796 $964K 0.01% 0 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: 19,016 shares; 2024Q4: 20,096 shares; 2025Q1: 20,204 shares; 2025Q2: 22,375 shares; 2025Q3: 26,517 shares; 2025Q4: 26,522 shares 26,522 $961K 0.01% +5 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 868 shares; 2025Q4: 1,258 shares 1,258 $948K 0.01% +390 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: 6,209 shares; 2024Q4: 6,361 shares; 2025Q1: 5,861 shares; 2025Q2: 5,793 shares; 2025Q3: 5,788 shares; 2025Q4: 5,817 shares 5,817 $947K 0.01% +29 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,050 shares; 2025Q1: 3,684 shares; 2025Q2: 3,885 shares; 2025Q3: 4,025 shares; 2025Q4: 4,033 shares 4,033 $943K 0.01% +8 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 3,184 shares; 2025Q1: 3,598 shares; 2025Q2: 3,906 shares; 2025Q3: 4,156 shares; 2025Q4: 4,117 shares 4,117 $937K 0.01% -39 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,482 shares; 2024Q4: 5,616 shares; 2025Q1: 5,702 shares; 2025Q2: 5,895 shares; 2025Q3: 6,508 shares; 2025Q4: 5,430 shares 5,430 $935K 0.01% -1,078 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 1,523 shares; 2025Q1: 1,486 shares; 2025Q2: 2,337 shares; 2025Q3: 2,467 shares; 2025Q4: 2,636 shares 2,636 $931K 0.01% +169 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: 11,422 shares; 2024Q4: 16,884 shares; 2025Q1: 18,729 shares; 2025Q2: 14,563 shares; 2025Q3: 22,212 shares; 2025Q4: 17,152 shares 17,152 $925K 0.01% -5,060 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,533 shares; 2024Q4: 18,206 shares; 2025Q1: 16,254 shares; 2025Q2: 14,855 shares; 2025Q3: 14,858 shares; 2025Q4: 15,308 shares 15,308 $925K 0.01% +450 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,108 shares; 2024Q4: 7,182 shares; 2025Q1: 7,184 shares; 2025Q2: 7,188 shares; 2025Q3: 7,398 shares; 2025Q4: 7,398 shares 7,398 $923K 0.01% 0 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: 9,836 shares; 2024Q4: 9,975 shares; 2025Q1: 9,793 shares; 2025Q2: 9,666 shares; 2025Q3: 10,000 shares; 2025Q4: 10,432 shares 10,432 $923K 0.01% +432 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: 76 shares; 2024Q4: 101 shares; 2025Q1: 130 shares; 2025Q2: 160 shares; 2025Q3: 171 shares; 2025Q4: 172 shares 172 $921K 0.01% +1 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,607 shares; 2024Q4: not reported; 2025Q1: 26,451 shares; 2025Q2: 26,525 shares; 2025Q3: 26,299 shares; 2025Q4: 26,362 shares 26,362 $916K 0.01% +63 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 6,129 shares; 2025Q1: 6,094 shares; 2025Q2: 6,374 shares; 2025Q3: 6,515 shares; 2025Q4: 6,516 shares 6,516 $911K 0.01% +1 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: 2,676 shares; 2024Q4: 3,246 shares; 2025Q1: 3,212 shares; 2025Q2: 3,592 shares; 2025Q3: 4,278 shares; 2025Q4: 4,815 shares 4,815 $893K 0.01% +537 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,251 shares; 2024Q4: 20,281 shares; 2025Q1: 37,169 shares; 2025Q2: 52,531 shares; 2025Q3: 33,636 shares; 2025Q4: 45,109 shares 45,109 $889K 0.01% +11,473 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,196 shares; 2025Q2: 15,196 shares; 2025Q3: 15,196 shares; 2025Q4: 15,196 shares 15,196 $886K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 20,480 shares; 2025Q1: 30,184 shares; 2025Q2: 31,529 shares; 2025Q3: 31,533 shares; 2025Q4: 33,567 shares 33,567 $880K 0.01% +2,034 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 623 shares; 2025Q1: 622 shares; 2025Q2: 9,797 shares; 2025Q3: 9,670 shares; 2025Q4: 9,652 shares 9,652 $880K 0.01% -18 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,401 shares; 2024Q4: 8,407 shares; 2025Q1: 8,492 shares; 2025Q2: 10,509 shares; 2025Q3: 10,530 shares; 2025Q4: 10,532 shares 10,532 $879K 0.01% +2 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: 9,948 shares; 2024Q4: 12,304 shares; 2025Q1: 12,369 shares; 2025Q2: 12,801 shares; 2025Q3: 13,036 shares; 2025Q4: 13,076 shares 13,076 $876K 0.01% +40 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,113 shares; 2025Q1: 4,415 shares; 2025Q2: 4,524 shares; 2025Q3: 5,139 shares; 2025Q4: 5,140 shares 5,140 $871K 0.01% +1 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,568 shares; 2025Q1: 4,797 shares; 2025Q2: 4,486 shares; 2025Q3: 4,775 shares; 2025Q4: 4,775 shares 4,775 $869K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 4,839 shares; 2025Q1: 4,681 shares; 2025Q2: 4,681 shares; 2025Q3: 4,685 shares; 2025Q4: 4,685 shares 4,685 $865K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,551 shares; 2025Q1: 5,650 shares; 2025Q2: 6,055 shares; 2025Q3: 6,060 shares; 2025Q4: 6,068 shares 6,068 $863K 0.01% +8 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,300 shares 11,300 $861K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 806 shares; 2025Q1: 894 shares; 2025Q2: 1,117 shares; 2025Q3: 1,086 shares; 2025Q4: 5,619 shares 5,619 $861K 0.01% +4,533 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,204 shares; 2024Q4: 17,017 shares; 2025Q1: 17,022 shares; 2025Q2: 17,255 shares; 2025Q3: 18,866 shares; 2025Q4: 18,871 shares 18,871 $859K 0.01% +5 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: not reported; 2024Q4: 5,325 shares; 2025Q1: 5,325 shares; 2025Q2: 5,820 shares; 2025Q3: 6,259 shares; 2025Q4: 6,260 shares 6,260 $855K 0.01% +1 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 5,938 shares; 2025Q1: 6,763 shares; 2025Q2: 9,462 shares; 2025Q3: 10,291 shares; 2025Q4: 10,299 shares 10,299 $855K 0.01% +8 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,071 shares; 2024Q4: 21,438 shares; 2025Q1: 20,659 shares; 2025Q2: 15,073 shares; 2025Q3: 15,073 shares; 2025Q4: 15,073 shares 15,073 $853K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,246 shares; 2025Q1: 1,245 shares; 2025Q2: 1,246 shares; 2025Q3: 1,374 shares; 2025Q4: 1,370 shares 1,370 $853K 0.01% -4 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,861 shares; 2024Q4: 8,863 shares; 2025Q1: 8,863 shares; 2025Q2: 8,867 shares; 2025Q3: 8,907 shares; 2025Q4: 8,884 shares 8,884 $852K 0.01% -23 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,231 shares; 2025Q1: not reported; 2025Q2: 2,888 shares; 2025Q3: 5,601 shares; 2025Q4: 6,414 shares 6,414 $852K 0.01% +813 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: 16,130 shares; 2024Q4: 16,397 shares; 2025Q1: 16,362 shares; 2025Q2: 26,825 shares; 2025Q3: 30,231 shares; 2025Q4: 31,357 shares 31,357 $850K 0.01% +1,126 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,217 shares; 2025Q2: 1,263 shares; 2025Q3: 2,126 shares; 2025Q4: 2,132 shares 2,132 $845K 0.01% +6 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,139 shares; 2025Q1: 12,142 shares; 2025Q2: 13,150 shares; 2025Q3: 14,450 shares; 2025Q4: 14,453 shares 14,453 $844K 0.01% +3 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,142 shares; 2024Q4: 5,143 shares; 2025Q1: 5,142 shares; 2025Q2: 5,142 shares; 2025Q3: 5,254 shares; 2025Q4: 5,817 shares 5,817 $842K 0.01% +563 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 5,679 shares; 2025Q1: 5,668 shares; 2025Q2: 5,817 shares; 2025Q3: 5,818 shares; 2025Q4: 5,819 shares 5,819 $838K 0.01% +1 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: 3,210 shares; 2024Q4: 3,647 shares; 2025Q1: 3,617 shares; 2025Q2: 3,628 shares; 2025Q3: 3,249 shares; 2025Q4: 3,397 shares 3,397 $836K 0.01% +148 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,365 shares; 2025Q1: 21,362 shares; 2025Q2: 21,357 shares; 2025Q3: 21,357 shares; 2025Q4: 21,732 shares 21,732 $833K 0.01% +375 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 2,735 shares; 2025Q1: 3,667 shares; 2025Q2: 3,978 shares; 2025Q3: 4,056 shares; 2025Q4: 4,222 shares 4,222 $832K 0.01% +166 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: 4,779 shares; 2024Q4: 5,732 shares; 2025Q1: 5,450 shares; 2025Q2: 5,892 shares; 2025Q3: 6,222 shares; 2025Q4: 6,253 shares 6,253 $830K 0.01% +31 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,363 shares; 2024Q4: 10,390 shares; 2025Q1: 10,390 shares; 2025Q2: 10,390 shares; 2025Q3: 10,390 shares; 2025Q4: 10,390 shares 10,390 $819K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 847 shares; 2025Q1: 951 shares; 2025Q2: 1,028 shares; 2025Q3: 1,983 shares; 2025Q4: 1,835 shares 1,835 $817K 0.01% -148 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,514 shares; 2024Q4: not reported; 2025Q1: 11,554 shares; 2025Q2: 11,378 shares; 2025Q3: 11,294 shares; 2025Q4: 9,875 shares 9,875 $813K 0.01% -1,419 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,527 shares; 2024Q4: 11,554 shares; 2025Q1: 11,561 shares; 2025Q2: 6,082 shares; 2025Q3: 6,076 shares; 2025Q4: 5,000 shares 5,000 $807K 0.01% -1,076 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 3,605 shares; 2025Q1: 3,619 shares; 2025Q2: 3,617 shares; 2025Q3: 4,619 shares; 2025Q4: 9,567 shares 9,567 $804K 0.01% +4,948 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,448 shares; 2024Q4: 24,551 shares; 2025Q1: 24,551 shares; 2025Q2: 42,749 shares; 2025Q3: 42,755 shares; 2025Q4: 46,252 shares 46,252 $802K 0.01% +3,497 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,258 shares; 2025Q1: 1,317 shares; 2025Q2: 1,479 shares; 2025Q3: 1,673 shares; 2025Q4: 1,710 shares 1,710 $801K 0.01% +37 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,124 shares; 2024Q4: 23,639 shares; 2025Q1: 22,493 shares; 2025Q2: 33,357 shares; 2025Q3: 33,360 shares; 2025Q4: 33,334 shares 33,334 $801K 0.01% -26 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: 5,640 shares; 2024Q4: 20,613 shares; 2025Q1: 22,667 shares; 2025Q2: 24,885 shares; 2025Q3: 26,513 shares; 2025Q4: 28,959 shares 28,959 $794K 0.01% +2,446 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: 5,016 shares; 2024Q4: 8,143 shares; 2025Q1: 8,880 shares; 2025Q2: 8,959 shares; 2025Q3: 10,425 shares; 2025Q4: 10,321 shares 10,321 $791K 0.01% -104 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,651 shares; 2024Q4: 106,598 shares; 2025Q1: 106,598 shares; 2025Q2: 92,811 shares; 2025Q3: 93,911 shares; 2025Q4: 93,911 shares 93,911 $788K 0.01% 0 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: 17,129 shares; 2024Q4: 17,129 shares; 2025Q1: 10,003 shares; 2025Q2: 10,003 shares; 2025Q3: 10,003 shares; 2025Q4: 10,003 shares 10,003 $776K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,131 shares; 2025Q1: 2,093 shares; 2025Q2: 1,992 shares; 2025Q3: 1,991 shares; 2025Q4: 1,991 shares 1,991 $775K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,747 shares; 2025Q2: 7,750 shares; 2025Q3: 7,900 shares; 2025Q4: 15,419 shares 15,419 $766K 0.01% +7,519 Timeline SCHG 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: 3,077 shares; 2024Q4: 12,318 shares; 2025Q1: 13,845 shares; 2025Q2: 14,284 shares; 2025Q3: 14,909 shares; 2025Q4: 23,407 shares 23,407 $764K 0.01% +8,498 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 4,026 shares; 2025Q1: 4,026 shares; 2025Q2: 4,116 shares; 2025Q3: 7,655 shares; 2025Q4: 6,899 shares 6,899 $761K 0.01% -756 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,565 shares; 2024Q4: 13,510 shares; 2025Q1: 13,596 shares; 2025Q2: 13,589 shares; 2025Q3: 22,989 shares; 2025Q4: 26,880 shares 26,880 $760K 0.01% +3,891 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 3,009 shares; 2025Q1: 3,055 shares; 2025Q2: 2,852 shares; 2025Q3: 2,181 shares; 2025Q4: 2,718 shares 2,718 $758K 0.01% +537 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: 5,467 shares; 2024Q4: 4,758 shares; 2025Q1: 4,758 shares; 2025Q2: 4,898 shares; 2025Q3: 5,446 shares; 2025Q4: 5,478 shares 5,478 $755K 0.01% +32 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,009 shares; 2024Q4: 31,028 shares; 2025Q1: 27,036 shares; 2025Q2: 32,674 shares; 2025Q3: 36,435 shares; 2025Q4: 36,445 shares 36,445 $752K 0.01% +10 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: 5,575 shares; 2024Q4: 5,723 shares; 2025Q1: 6,134 shares; 2025Q2: 6,538 shares; 2025Q3: 6,751 shares; 2025Q4: 6,724 shares 6,724 $752K 0.01% -27 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: 5,477 shares; 2024Q4: not reported; 2025Q1: 5,758 shares; 2025Q2: 4,558 shares; 2025Q3: 5,458 shares; 2025Q4: 5,781 shares 5,781 $750K 0.01% +323 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,822 shares; 2025Q1: 2,827 shares; 2025Q2: 2,992 shares; 2025Q3: 3,795 shares; 2025Q4: 3,839 shares 3,839 $746K 0.01% +44 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: 2,046 shares; 2024Q4: 2,209 shares; 2025Q1: 2,335 shares; 2025Q2: 2,398 shares; 2025Q3: 1,948 shares; 2025Q4: 2,568 shares 2,568 $745K 0.01% +620 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,971 shares; 2024Q4: 41,446 shares; 2025Q1: 41,397 shares; 2025Q2: 43,769 shares; 2025Q3: 43,630 shares; 2025Q4: 28,324 shares 28,324 $742K 0.01% -15,306 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 2,434 shares; 2025Q1: 2,441 shares; 2025Q2: 2,448 shares; 2025Q3: 2,455 shares; 2025Q4: 2,462 shares 2,462 $740K 0.01% +7 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,636 shares; 2024Q4: 16,599 shares; 2025Q1: 16,998 shares; 2025Q2: 17,937 shares; 2025Q3: 17,951 shares; 2025Q4: 17,767 shares 17,767 $734K 0.01% -184 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: 5,636 shares; 2024Q4: 6,431 shares; 2025Q1: 4,648 shares; 2025Q2: 10,016 shares; 2025Q3: 9,970 shares; 2025Q4: 11,487 shares 11,487 $732K 0.01% +1,517 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: 1,696 shares; 2024Q4: 3,456 shares; 2025Q1: 3,476 shares; 2025Q2: 3,879 shares; 2025Q3: 4,010 shares; 2025Q4: 3,966 shares 3,966 $731K 0.01% -44 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,101 shares 11,101 $726K 0.01% new 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: 735 shares; 2024Q4: 749 shares; 2025Q1: 771 shares; 2025Q2: 810 shares; 2025Q3: 887 shares; 2025Q4: 895 shares 895 $724K 0.01% +8 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 7,427 shares; 2025Q1: 5,789 shares; 2025Q2: 5,111 shares; 2025Q3: 5,137 shares; 2025Q4: 3,532 shares 3,532 $724K 0.01% -1,605 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 5,007 shares; 2025Q1: 4,501 shares; 2025Q2: 4,502 shares; 2025Q3: 4,503 shares; 2025Q4: 4,503 shares 4,503 $723K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,347 shares; 2025Q1: 2,175 shares; 2025Q2: 2,363 shares; 2025Q3: 2,545 shares; 2025Q4: 2,785 shares 2,785 $721K 0.01% +240 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 950 shares; 2025Q1: 990 shares; 2025Q2: 1,430 shares; 2025Q3: 1,675 shares; 2025Q4: 2,039 shares 2,039 $720K 0.01% +364 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,590 shares; 2025Q3: 8,712 shares; 2025Q4: 10,297 shares 10,297 $718K 0.01% +1,585 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,638 shares; 2025Q1: 1,634 shares; 2025Q2: 1,639 shares; 2025Q3: 1,710 shares; 2025Q4: 1,857 shares 1,857 $718K 0.01% +147 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: 1,463 shares; 2024Q4: 1,484 shares; 2025Q1: 1,485 shares; 2025Q2: 1,463 shares; 2025Q3: 1,441 shares; 2025Q4: 1,463 shares 1,463 $718K 0.01% +22 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,519 shares; 2025Q1: 3,435 shares; 2025Q2: 3,400 shares; 2025Q3: 3,430 shares; 2025Q4: 3,430 shares 3,430 $717K 0.01% 0 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: 3,019 shares; 2024Q4: 4,242 shares; 2025Q1: 5,482 shares; 2025Q2: 5,254 shares; 2025Q3: 3,931 shares; 2025Q4: 7,214 shares 7,214 $716K 0.01% +3,283 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,954 shares; 2024Q4: 40,696 shares; 2025Q1: 40,696 shares; 2025Q2: 40,696 shares; 2025Q3: 40,696 shares; 2025Q4: 40,696 shares 40,696 $712K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 2,461 shares; 2025Q1: 2,130 shares; 2025Q2: 2,210 shares; 2025Q3: 2,821 shares; 2025Q4: 2,837 shares 2,837 $712K 0.01% +16 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: 2,601 shares; 2024Q4: 3,150 shares; 2025Q1: 3,139 shares; 2025Q2: 2,936 shares; 2025Q3: 3,277 shares; 2025Q4: 3,232 shares 3,232 $710K 0.01% -45 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,263 shares; 2025Q1: 4,224 shares; 2025Q2: 4,232 shares; 2025Q3: 4,822 shares; 2025Q4: 6,013 shares 6,013 $705K 0.01% +1,191 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 3,926 shares; 2025Q1: 3,508 shares; 2025Q2: 3,369 shares; 2025Q3: 3,342 shares; 2025Q4: 3,297 shares 3,297 $704K 0.01% -45 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: 4,251 shares; 2024Q4: 4,483 shares; 2025Q1: 4,483 shares; 2025Q2: 4,461 shares; 2025Q3: 5,444 shares; 2025Q4: 5,432 shares 5,432 $701K 0.01% -12 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 8,216 shares; 2025Q1: 8,730 shares; 2025Q2: 9,037 shares; 2025Q3: 10,712 shares; 2025Q4: 10,703 shares 10,703 $697K 0.01% -9 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 324 shares; 2025Q3: 372 shares; 2025Q4: 323 shares 323 $694K 0.01% -49 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 22,611 shares; 2025Q1: 22,538 shares; 2025Q2: 22,727 shares; 2025Q3: 22,659 shares; 2025Q4: 22,679 shares 22,679 $693K 0.01% +20 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 5,290 shares; 2025Q1: 5,306 shares; 2025Q2: 4,928 shares; 2025Q3: 4,011 shares; 2025Q4: 8,536 shares 8,536 $689K 0.01% +4,525 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 4,960 shares; 2025Q1: 4,962 shares; 2025Q2: 4,384 shares; 2025Q3: 4,034 shares; 2025Q4: 4,582 shares 4,582 $689K 0.01% +548 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,382 shares; 2025Q1: 3,670 shares; 2025Q2: 3,172 shares; 2025Q3: 4,204 shares; 2025Q4: 4,220 shares 4,220 $688K 0.01% +16 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,863 shares; 2024Q4: 10,880 shares; 2025Q1: 13,971 shares; 2025Q2: 14,073 shares; 2025Q3: 15,553 shares; 2025Q4: 16,730 shares 16,730 $688K 0.01% +1,177 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 3,907 shares; 2025Q1: 3,908 shares; 2025Q2: 4,219 shares; 2025Q3: 4,265 shares; 2025Q4: 4,266 shares 4,266 $686K 0.01% +1 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: 6,792 shares; 2024Q4: 9,956 shares; 2025Q1: 9,764 shares; 2025Q2: 8,762 shares; 2025Q3: 8,483 shares; 2025Q4: 8,524 shares 8,524 $684K 0.01% +41 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: 2,468 shares; 2024Q4: 2,895 shares; 2025Q1: 3,039 shares; 2025Q2: 3,313 shares; 2025Q3: 3,314 shares; 2025Q4: 3,320 shares 3,320 $678K 0.01% +6 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: not reported; 2025Q1: 9,635 shares; 2025Q2: 7,282 shares; 2025Q3: 9,182 shares; 2025Q4: 9,182 shares 9,182 $677K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 2,451 shares; 2025Q1: 2,734 shares; 2025Q2: 3,129 shares; 2025Q3: 3,130 shares; 2025Q4: 3,113 shares 3,113 $676K 0.01% -17 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,376 shares; 2024Q4: 7,126 shares; 2025Q1: 7,558 shares; 2025Q2: 8,176 shares; 2025Q3: 8,196 shares; 2025Q4: 7,749 shares 7,749 $674K 0.01% -447 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 8,369 shares; 2025Q1: 8,371 shares; 2025Q2: 8,376 shares; 2025Q3: 8,432 shares; 2025Q4: 8,478 shares 8,478 $673K 0.01% +46 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,119 shares; 2025Q1: 3,255 shares; 2025Q2: 3,035 shares; 2025Q3: 3,458 shares; 2025Q4: 2,574 shares 2,574 $672K 0.01% -884 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 4,509 shares; 2025Q1: 4,522 shares; 2025Q2: 4,379 shares; 2025Q3: 4,976 shares; 2025Q4: 6,825 shares 6,825 $672K 0.01% +1,849 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 6,116 shares; 2025Q1: 6,118 shares; 2025Q2: 5,563 shares; 2025Q3: 6,366 shares; 2025Q4: 6,366 shares 6,366 $670K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,265 shares; 2024Q4: 12,265 shares; 2025Q1: 12,269 shares; 2025Q2: 12,289 shares; 2025Q3: 12,514 shares; 2025Q4: 12,464 shares 12,464 $668K 0.01% -50 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,445 shares; 2025Q1: 6,447 shares; 2025Q2: 6,933 shares; 2025Q3: 7,535 shares; 2025Q4: 7,546 shares 7,546 $666K 0.01% +11 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 13,397 shares; 2025Q1: 13,795 shares; 2025Q2: 13,488 shares; 2025Q3: 13,492 shares; 2025Q4: 13,496 shares 13,496 $662K 0.01% +4 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: 10,625 shares; 2024Q4: 11,944 shares; 2025Q1: 11,559 shares; 2025Q2: 12,248 shares; 2025Q3: 11,945 shares; 2025Q4: 12,300 shares 12,300 $661K 0.01% +355 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 5,780 shares; 2025Q1: 6,013 shares; 2025Q2: 6,336 shares; 2025Q3: 7,702 shares; 2025Q4: 7,702 shares 7,702 $657K 0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,854 shares; 2024Q4: 18,750 shares; 2025Q1: 18,750 shares; 2025Q2: 19,873 shares; 2025Q3: 24,639 shares; 2025Q4: 24,658 shares 24,658 $649K 0.01% +19 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,018 shares; 2025Q3: 2,241 shares; 2025Q4: 2,001 shares 2,001 $648K 0.01% -240 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: 1,256 shares; 2024Q4: 1,313 shares; 2025Q1: 1,318 shares; 2025Q2: 1,390 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares 1,330 $648K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,809 shares; 2025Q1: 5,814 shares; 2025Q2: 6,589 shares; 2025Q3: 6,604 shares; 2025Q4: 6,668 shares 6,668 $648K 0.01% +64 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 3,865 shares; 2025Q1: 3,869 shares; 2025Q2: 3,949 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares 3,950 $645K 0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,936 shares; 2024Q4: 24,925 shares; 2025Q1: 24,887 shares; 2025Q2: 25,267 shares; 2025Q3: 27,229 shares; 2025Q4: 27,229 shares 27,229 $643K 0.01% 0 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: 2,071 shares; 2024Q4: 2,094 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,524 shares 1,524 $643K 0.01% +4 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,303 shares; 2025Q3: 8,312 shares; 2025Q4: 10,883 shares 10,883 $643K 0.01% +2,571 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 3,333 shares; 2025Q1: 2,840 shares; 2025Q2: 2,800 shares; 2025Q3: 2,802 shares; 2025Q4: 2,801 shares 2,801 $639K 0.01% -1 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,956 shares 32,956 $638K 0.01% new Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,515 shares; 2025Q1: 13,030 shares; 2025Q2: 13,030 shares; 2025Q3: 13,030 shares; 2025Q4: 13,030 shares 13,030 $638K 0.01% 0 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: 6,084 shares; 2024Q4: 7,953 shares; 2025Q1: 7,725 shares; 2025Q2: 7,973 shares; 2025Q3: 7,738 shares; 2025Q4: 7,774 shares 7,774 $638K 0.01% +36 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,916 shares; 2025Q1: 1,477 shares; 2025Q2: 1,159 shares; 2025Q3: 898 shares; 2025Q4: 2,478 shares 2,478 $635K 0.01% +1,580 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,727 shares; 2025Q3: 2,712 shares; 2025Q4: 2,747 shares 2,747 $632K 0.01% +35 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: 3,664 shares; 2024Q4: 5,774 shares; 2025Q1: 5,713 shares; 2025Q2: 5,986 shares; 2025Q3: 6,698 shares; 2025Q4: 8,473 shares 8,473 $628K 0.01% +1,775 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 11,429 shares; 2025Q1: 11,435 shares; 2025Q2: 10,627 shares; 2025Q3: 15,329 shares; 2025Q4: 15,911 shares 15,911 $627K 0.01% +582 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: not reported; 2024Q4: 2,863 shares; 2025Q1: 5,648 shares; 2025Q2: 5,974 shares; 2025Q3: 7,887 shares; 2025Q4: 7,450 shares 7,450 $625K 0.01% -437 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,089 shares; 2025Q1: 4,985 shares; 2025Q2: 4,996 shares; 2025Q3: 4,882 shares; 2025Q4: 4,888 shares 4,888 $625K 0.01% +6 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,428 shares; 2025Q3: 28,643 shares; 2025Q4: 28,642 shares 28,642 $622K 0.01% -1 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,048 shares; 2025Q1: 1,210 shares; 2025Q2: 1,117 shares; 2025Q3: 1,122 shares; 2025Q4: 1,069 shares 1,069 $621K 0.01% -53 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,621 shares; 2024Q4: 14,563 shares; 2025Q1: 14,562 shares; 2025Q2: 14,622 shares; 2025Q3: 15,831 shares; 2025Q4: 16,924 shares 16,924 $620K 0.01% +1,093 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,534 shares; 2025Q1: not reported; 2025Q2: 3,489 shares; 2025Q3: 4,937 shares; 2025Q4: 5,022 shares 5,022 $618K 0.01% +85 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: 1,940 shares; 2024Q4: 3,355 shares; 2025Q1: 2,202 shares; 2025Q2: 2,227 shares; 2025Q3: 3,556 shares; 2025Q4: 3,557 shares 3,557 $617K 0.01% +1 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,672 shares; 2024Q4: 10,737 shares; 2025Q1: 10,737 shares; 2025Q2: not reported; 2025Q3: 23,785 shares; 2025Q4: 23,785 shares 23,785 $617K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,031 shares; 2025Q2: 2,018 shares; 2025Q3: 2,930 shares; 2025Q4: 2,910 shares 2,910 $617K 0.01% -20 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,464 shares; 2025Q1: 1,427 shares; 2025Q2: 1,556 shares; 2025Q3: 1,556 shares; 2025Q4: 1,546 shares 1,546 $615K 0.01% -10 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 2,237 shares; 2025Q1: 2,232 shares; 2025Q2: 2,932 shares; 2025Q3: 6,670 shares; 2025Q4: 5,990 shares 5,990 $614K 0.01% -680 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,732 shares; 2024Q4: not reported; 2025Q1: 8,893 shares; 2025Q2: 12,259 shares; 2025Q3: 10,615 shares; 2025Q4: 10,649 shares 10,649 $612K 0.01% +34 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: not reported; 2025Q1: 5,445 shares; 2025Q2: 5,951 shares; 2025Q3: 6,431 shares; 2025Q4: 13,534 shares 13,534 $609K 0.01% +7,103 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,182 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,080 shares; 2025Q4: 1,081 shares 1,081 $607K 0.01% +1 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,690 shares; 2025Q2: 7,306 shares; 2025Q3: 11,392 shares; 2025Q4: 11,392 shares 11,392 $605K 0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 753 shares; 2025Q1: 768 shares; 2025Q2: 1,310 shares; 2025Q3: 1,116 shares; 2025Q4: 1,185 shares 1,185 $605K 0.01% +69 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,873 shares; 2025Q1: 2,869 shares; 2025Q2: 2,861 shares; 2025Q3: 2,977 shares; 2025Q4: 2,989 shares 2,989 $602K 0.01% +12 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,217 shares; 2025Q1: 1,221 shares; 2025Q2: 1,088 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares 1,089 $600K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 947 shares; 2025Q1: 947 shares; 2025Q2: 975 shares; 2025Q3: 1,371 shares; 2025Q4: 1,260 shares 1,260 $592K 0.01% -111 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,870 shares; 2025Q1: 3,752 shares; 2025Q2: not reported; 2025Q3: 3,042 shares; 2025Q4: 3,054 shares 3,054 $591K 0.01% +12 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: 797 shares; 2024Q4: 797 shares; 2025Q1: 999 shares; 2025Q2: 946 shares; 2025Q3: 1,148 shares; 2025Q4: 1,109 shares 1,109 $591K 0.01% -39 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,829 shares; 2024Q4: 23,409 shares; 2025Q1: 23,382 shares; 2025Q2: 24,162 shares; 2025Q3: 25,934 shares; 2025Q4: 21,037 shares 21,037 $589K 0.01% -4,897 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 3,509 shares; 2025Q1: 4,559 shares; 2025Q2: 5,423 shares; 2025Q3: 6,519 shares; 2025Q4: 6,543 shares 6,543 $588K 0.01% +24 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 8,299 shares; 2025Q1: 8,299 shares; 2025Q2: 5,853 shares; 2025Q3: 7,345 shares; 2025Q4: 7,345 shares 7,345 $588K 0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 6,499 shares; 2025Q1: 6,499 shares; 2025Q2: 6,183 shares; 2025Q3: 6,183 shares; 2025Q4: 6,483 shares 6,483 $587K 0.01% +300 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: 6,096 shares; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,096 shares; 2025Q4: 6,096 shares 6,096 $587K 0.01% 0 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: 1,541 shares; 2024Q4: 1,541 shares; 2025Q1: 1,536 shares; 2025Q2: 1,539 shares; 2025Q3: 1,537 shares; 2025Q4: 1,695 shares 1,695 $584K 0.01% +158 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 6,958 shares; 2025Q1: 7,119 shares; 2025Q2: 10,269 shares; 2025Q3: 10,464 shares; 2025Q4: 10,531 shares 10,531 $581K 0.01% +67 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,515 shares; 2025Q1: 1,518 shares; 2025Q2: 1,879 shares; 2025Q3: 2,046 shares; 2025Q4: 2,028 shares 2,028 $578K 0.01% -18 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,032 shares; 2024Q4: 12,000 shares; 2025Q1: 12,035 shares; 2025Q2: 11,676 shares; 2025Q3: 11,880 shares; 2025Q4: 11,690 shares 11,690 $577K 0.01% -190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,924 shares 4,924 $575K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,911 shares; 2025Q1: 6,916 shares; 2025Q2: 7,028 shares; 2025Q3: 6,931 shares; 2025Q4: 8,585 shares 8,585 $571K 0.01% +1,654 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: 2,674 shares; 2024Q4: 3,105 shares; 2025Q1: 3,108 shares; 2025Q2: 3,139 shares; 2025Q3: 3,144 shares; 2025Q4: 3,144 shares 3,144 $570K 0.01% 0 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: 1,287 shares; 2024Q4: not reported; 2025Q1: 2,192 shares; 2025Q2: 2,431 shares; 2025Q3: 3,156 shares; 2025Q4: 3,158 shares 3,158 $570K 0.01% +2 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 924 shares; 2025Q2: 1,009 shares; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares 1,279 $568K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,534 shares; 2025Q3: 1,547 shares; 2025Q4: 1,535 shares 1,535 $567K 0.01% -12 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,701 shares; 2024Q4: 7,264 shares; 2025Q1: 5,739 shares; 2025Q2: 4,771 shares; 2025Q3: 5,316 shares; 2025Q4: 6,480 shares 6,480 $566K 0.01% +1,164 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,221 shares; 2025Q1: 4,260 shares; 2025Q2: 7,371 shares; 2025Q3: 6,534 shares; 2025Q4: 6,534 shares 6,534 $564K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,949 shares; 2025Q1: 2,947 shares; 2025Q2: 5,430 shares; 2025Q3: 5,488 shares; 2025Q4: 5,489 shares 5,489 $562K 0.01% +1 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: 8,659 shares; 2024Q4: 8,913 shares; 2025Q1: 8,901 shares; 2025Q2: 8,892 shares; 2025Q3: 8,959 shares; 2025Q4: 8,990 shares 8,990 $562K 0.01% +31 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 8,326 shares; 2025Q1: 8,326 shares; 2025Q2: 6,154 shares; 2025Q3: 8,708 shares; 2025Q4: 8,748 shares 8,748 $560K 0.01% +40 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 2,111 shares; 2025Q3: 2,112 shares; 2025Q4: 2,716 shares 2,716 $560K 0.01% +604 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: 4,086 shares; 2024Q4: 4,158 shares; 2025Q1: 7,798 shares; 2025Q2: 7,839 shares; 2025Q3: 7,798 shares; 2025Q4: 7,576 shares 7,576 $557K 0.01% -222 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: not reported; 2025Q1: 2,334 shares; 2025Q2: 2,697 shares; 2025Q3: 2,698 shares; 2025Q4: 2,714 shares 2,714 $557K 0.01% +16 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,441 shares; 2025Q1: 2,283 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 2,443 shares 2,443 $553K 0.01% +2 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,041 shares; 2024Q4: 9,779 shares; 2025Q1: 9,840 shares; 2025Q2: 15,646 shares; 2025Q3: 14,016 shares; 2025Q4: 14,265 shares 14,265 $552K 0.01% +249 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 6,971 shares; 2025Q1: 6,970 shares; 2025Q2: 6,970 shares; 2025Q3: 5,992 shares; 2025Q4: 10,187 shares 10,187 $552K 0.01% +4,195 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,600 shares; 2025Q1: 8,607 shares; 2025Q2: 8,422 shares; 2025Q3: 8,148 shares; 2025Q4: 8,035 shares 8,035 $550K 0.01% -113 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,367 shares; 2025Q1: 1,313 shares; 2025Q2: 1,317 shares; 2025Q3: 1,446 shares; 2025Q4: 1,423 shares 1,423 $545K 0.01% -23 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 5,984 shares; 2025Q1: 7,812 shares; 2025Q2: 8,101 shares; 2025Q3: 9,461 shares; 2025Q4: 9,248 shares 9,248 $542K 0.01% -213 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,757 shares; 2025Q1: not reported; 2025Q2: 3,757 shares; 2025Q3: 3,763 shares; 2025Q4: 3,764 shares 3,764 $542K 0.01% +1 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: 2,963 shares; 2024Q4: 2,963 shares; 2025Q1: 2,618 shares; 2025Q2: 2,625 shares; 2025Q3: 2,626 shares; 2025Q4: 2,626 shares 2,626 $540K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 738 shares; 2025Q1: 903 shares; 2025Q2: 904 shares; 2025Q3: 906 shares; 2025Q4: 1,123 shares 1,123 $540K 0.01% +217 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 916 shares; 2025Q1: 830 shares; 2025Q2: 698 shares; 2025Q3: 697 shares; 2025Q4: 699 shares 699 $540K 0.01% +2 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,500 shares; 2025Q1: 1,675 shares; 2025Q2: 1,785 shares; 2025Q3: 1,871 shares; 2025Q4: 1,876 shares 1,876 $539K 0.01% +5 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,465 shares; 2025Q3: 6,559 shares; 2025Q4: 7,040 shares 7,040 $536K 0.01% +481 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $534K 0.01% 0 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: 5,611 shares; 2024Q4: 5,611 shares; 2025Q1: 5,613 shares; 2025Q2: 5,613 shares; 2025Q3: 5,613 shares; 2025Q4: 5,559 shares 5,559 $534K 0.01% -54 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: 982 shares; 2024Q4: 1,033 shares; 2025Q1: 1,033 shares; 2025Q2: 1,098 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares 1,142 $533K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 446 shares; 2025Q4: 399 shares 399 $531K 0.01% -47 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $528K 0.01% 0 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,093 shares; 2025Q1: 23,467 shares; 2025Q2: 16,432 shares; 2025Q3: 14,224 shares; 2025Q4: 10,986 shares 10,986 $527K 0.01% -3,238 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,130 shares; 2025Q1: 4,569 shares; 2025Q2: 5,192 shares; 2025Q3: 5,602 shares; 2025Q4: 7,728 shares 7,728 $526K 0.01% +2,126 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,540 shares; 2025Q1: 7,384 shares; 2025Q2: 8,026 shares; 2025Q3: 8,908 shares; 2025Q4: 8,886 shares 8,886 $525K 0.01% -22 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,556 shares; 2025Q1: 1,559 shares; 2025Q2: 1,445 shares; 2025Q3: 1,557 shares; 2025Q4: 1,558 shares 1,558 $524K 0.01% +1 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 5,046 shares; 2025Q1: 5,033 shares; 2025Q2: 5,025 shares; 2025Q3: 5,094 shares; 2025Q4: 6,580 shares 6,580 $521K 0.01% +1,486 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,611 shares; 2025Q2: 10,295 shares; 2025Q3: 19,026 shares; 2025Q4: 19,726 shares 19,726 $521K 0.01% +700 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,594 shares; 2025Q3: 11,086 shares; 2025Q4: 11,711 shares 11,711 $517K 0.01% +625 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,391 shares; 2025Q1: 3,952 shares; 2025Q2: 3,733 shares; 2025Q3: 4,321 shares; 2025Q4: 4,321 shares 4,321 $517K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 2,144 shares; 2025Q1: 2,145 shares; 2025Q2: 2,167 shares; 2025Q3: 2,661 shares; 2025Q4: 2,314 shares 2,314 $517K 0.01% -347 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,356 shares; 2025Q2: 1,360 shares; 2025Q3: 1,525 shares; 2025Q4: 1,528 shares 1,528 $516K 0.01% +3 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 941 shares; 2025Q1: 937 shares; 2025Q2: 938 shares; 2025Q3: 908 shares; 2025Q4: 908 shares 908 $516K 0.01% 0 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: 3,575 shares; 2024Q4: 3,763 shares; 2025Q1: 3,758 shares; 2025Q2: 4,065 shares; 2025Q3: 4,562 shares; 2025Q4: 4,562 shares 4,562 $513K 0.01% 0 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: 2,079 shares; 2024Q4: 2,088 shares; 2025Q1: 1,893 shares; 2025Q2: 2,159 shares; 2025Q3: 2,340 shares; 2025Q4: 2,261 shares 2,261 $511K 0.01% -79 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,376 shares; 2025Q3: 1,217 shares; 2025Q4: 1,218 shares 1,218 $511K 0.01% +1 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: not reported; 2025Q1: 3,843 shares; 2025Q2: 3,464 shares; 2025Q3: 3,664 shares; 2025Q4: 3,761 shares 3,761 $510K 0.01% +97 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: 2,423 shares; 2024Q4: 2,417 shares; 2025Q1: 2,423 shares; 2025Q2: 1,980 shares; 2025Q3: 1,981 shares; 2025Q4: 1,991 shares 1,991 $510K 0.01% +10 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,437 shares; 2024Q4: 7,407 shares; 2025Q1: 3,074 shares; 2025Q2: 3,522 shares; 2025Q3: 3,103 shares; 2025Q4: 3,293 shares 3,293 $510K 0.01% +190 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,705 shares; 2025Q1: 2,852 shares; 2025Q2: 2,041 shares; 2025Q3: 2,537 shares; 2025Q4: 3,141 shares 3,141 $509K 0.01% +604 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: 3,274 shares; 2024Q4: 9,756 shares; 2025Q1: 10,155 shares; 2025Q2: 6,074 shares; 2025Q3: 5,999 shares; 2025Q4: 5,677 shares 5,677 $508K 0.01% -322 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,828 shares; 2025Q1: 2,180 shares; 2025Q2: 2,489 shares; 2025Q3: 2,490 shares; 2025Q4: 2,494 shares 2,494 $506K 0.01% +4 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,370 shares; 2024Q4: 18,118 shares; 2025Q1: 18,118 shares; 2025Q2: 16,183 shares; 2025Q3: 16,183 shares; 2025Q4: 16,183 shares 16,183 $505K 0.01% 0 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: 2,032 shares; 2024Q4: 1,551 shares; 2025Q1: 1,551 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 2,049 shares 2,049 $505K 0.01% +188 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: not reported; 2025Q1: 1,542 shares; 2025Q2: 1,486 shares; 2025Q3: 1,682 shares; 2025Q4: 1,705 shares 1,705 $505K 0.01% +23 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,163 shares; 2025Q1: 1,563 shares; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,562 shares 1,562 $505K 0.01% -4 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,481 shares; 2025Q1: 16,536 shares; 2025Q2: 17,327 shares; 2025Q3: 19,139 shares; 2025Q4: 19,145 shares 19,145 $503K 0.01% +6 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 2,061 shares; 2025Q1: 2,176 shares; 2025Q2: 1,968 shares; 2025Q3: 2,247 shares; 2025Q4: 2,282 shares 2,282 $500K 0.01% +35 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,099 shares; 2024Q4: not reported; 2025Q1: 7,111 shares; 2025Q2: 7,121 shares; 2025Q3: 7,122 shares; 2025Q4: 7,122 shares 7,122 $499K 0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 16,068 shares; 2025Q1: 13,939 shares; 2025Q2: 13,079 shares; 2025Q3: 21,839 shares; 2025Q4: 22,016 shares 22,016 $498K 0.01% +177 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 1,578 shares; 2025Q1: 824 shares; 2025Q2: 851 shares; 2025Q3: 705 shares; 2025Q4: 812 shares 812 $497K 0.01% +107 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,384 shares; 2025Q3: 11,394 shares; 2025Q4: 11,394 shares 11,394 $496K 0.01% 0 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: 3,057 shares; 2024Q4: 3,053 shares; 2025Q1: 3,004 shares; 2025Q2: 2,807 shares; 2025Q3: 2,808 shares; 2025Q4: 2,636 shares 2,636 $496K 0.01% -172 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,402 shares; 2025Q4: 9,265 shares 9,265 $495K 0.01% +2,863 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,231 shares; 2025Q1: 3,118 shares; 2025Q2: 4,780 shares; 2025Q3: 5,717 shares; 2025Q4: 5,716 shares 5,716 $494K 0.01% -1 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,818 shares; 2024Q4: 15,730 shares; 2025Q1: 15,730 shares; 2025Q2: 16,360 shares; 2025Q3: 16,364 shares; 2025Q4: 16,365 shares 16,365 $494K 0.01% +1 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,743 shares; 2024Q4: 22,917 shares; 2025Q1: 22,911 shares; 2025Q2: 24,943 shares; 2025Q3: 27,873 shares; 2025Q4: 28,540 shares 28,540 $492K 0.01% +667 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,279 shares; 2025Q2: 2,563 shares; 2025Q3: 1,964 shares; 2025Q4: 2,819 shares 2,819 $491K 0.01% +855 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 620 shares; 2025Q1: 585 shares; 2025Q2: 674 shares; 2025Q3: 798 shares; 2025Q4: 812 shares 812 $491K 0.01% +14 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,361 shares; 2025Q1: 3,369 shares; 2025Q2: 3,365 shares; 2025Q3: 3,615 shares; 2025Q4: 3,618 shares 3,618 $489K 0.01% +3 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,471 shares; 2025Q4: 16,703 shares 16,703 $489K 0.01% +4,232 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,618 shares; 2025Q4: 5,623 shares 5,623 $489K 0.01% +5 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: 6,205 shares; 2024Q4: 6,294 shares; 2025Q1: 6,296 shares; 2025Q2: 6,394 shares; 2025Q3: 6,298 shares; 2025Q4: 6,298 shares 6,298 $488K 0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 801 shares; 2025Q1: 802 shares; 2025Q2: 880 shares; 2025Q3: 881 shares; 2025Q4: 883 shares 883 $488K 0.01% +2 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 1,184 shares; 2025Q1: 1,187 shares; 2025Q2: 1,679 shares; 2025Q3: 2,324 shares; 2025Q4: 1,919 shares 1,919 $487K 0.01% -405 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: 2,037 shares; 2024Q4: 2,674 shares; 2025Q1: 2,963 shares; 2025Q2: 2,933 shares; 2025Q3: 3,495 shares; 2025Q4: 3,427 shares 3,427 $483K 0.01% -68 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: 2,325 shares; 2024Q4: 2,364 shares; 2025Q1: 2,411 shares; 2025Q2: 2,308 shares; 2025Q3: 2,444 shares; 2025Q4: 2,441 shares 2,441 $483K 0.01% -3 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 2,067 shares; 2025Q1: 1,930 shares; 2025Q2: 1,551 shares; 2025Q3: 1,854 shares; 2025Q4: 2,143 shares 2,143 $483K 0.01% +289 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 24,940 shares; 2025Q1: 25,041 shares; 2025Q2: 25,091 shares; 2025Q3: 25,119 shares; 2025Q4: 25,162 shares 25,162 $483K 0.01% +43 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,717 shares; 2024Q4: 10,717 shares; 2025Q1: 10,758 shares; 2025Q2: 10,772 shares; 2025Q3: 10,774 shares; 2025Q4: 10,818 shares 10,818 $482K 0.01% +44 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: 2,000 shares; 2024Q4: 3,170 shares; 2025Q1: 3,132 shares; 2025Q2: 3,052 shares; 2025Q3: 3,007 shares; 2025Q4: 3,006 shares 3,006 $481K 0.01% -1 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 5,050 shares; 2025Q1: 5,068 shares; 2025Q2: 5,539 shares; 2025Q3: 5,540 shares; 2025Q4: 6,142 shares 6,142 $481K 0.01% +602 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 8,832 shares; 2025Q1: 8,621 shares; 2025Q2: 7,549 shares; 2025Q3: 7,548 shares; 2025Q4: 10,343 shares 10,343 $481K 0.01% +2,795 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,897 shares; 2025Q4: 2,025 shares 2,025 $481K 0.01% +128 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,342 shares; 2025Q3: 6,319 shares; 2025Q4: 6,321 shares 6,321 $480K 0.01% +2 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,619 shares; 2025Q1: 1,622 shares; 2025Q2: 1,556 shares; 2025Q3: 1,657 shares; 2025Q4: 1,657 shares 1,657 $479K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,466 shares; 2025Q2: 17,696 shares; 2025Q3: 17,820 shares; 2025Q4: 17,772 shares 17,772 $478K 0.01% -48 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,356 shares; 2025Q3: 5,031 shares; 2025Q4: 5,338 shares 5,338 $477K 0.01% +307 Timeline