FNDF 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: 2,410,146 shares; 2024Q4: 2,592,229 shares; 2025Q1: 2,586,137 shares; 2025Q2: 2,522,946 shares; 2025Q3: 2,497,528 shares; 2025Q4: 2,491,559 shares 2,491,559 $113M 6.01% -5,969 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,240 shares; 2024Q4: 1,245,271 shares; 2025Q1: 1,381,750 shares; 2025Q2: 1,502,474 shares; 2025Q3: 1,721,810 shares; 2025Q4: 1,809,457 shares 1,809,457 $82.7M 4.41% +87,647 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: 1,503,385 shares; 2024Q4: 3,162,957 shares; 2025Q1: 3,194,659 shares; 2025Q2: 3,110,308 shares; 2025Q3: 3,098,450 shares; 2025Q4: 3,098,986 shares 3,098,986 $74.5M 3.97% +536 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: 246,342 shares; 2024Q4: 246,608 shares; 2025Q1: 245,489 shares; 2025Q2: 250,899 shares; 2025Q3: 251,123 shares; 2025Q4: 246,531 shares 246,531 $67M 3.57% -4,592 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948,960 shares; 2024Q4: 2,052,663 shares; 2025Q1: 2,051,299 shares; 2025Q2: 1,970,169 shares; 2025Q3: 1,976,009 shares; 2025Q4: 1,319,339 shares 1,319,339 $48.8M 2.6% -656,670 Timeline FNDE 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: 1,326,394 shares; 2024Q4: 1,333,017 shares; 2025Q1: 1,340,142 shares; 2025Q2: 1,305,819 shares; 2025Q3: 1,278,782 shares; 2025Q4: 1,264,195 shares 1,264,195 $45.6M 2.43% -14,587 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905,774 shares; 2024Q4: 991,144 shares; 2025Q1: 1,067,465 shares; 2025Q2: 1,078,918 shares; 2025Q3: 1,068,443 shares; 2025Q4: 1,078,407 shares 1,078,407 $41.3M 2.2% +9,964 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: 555,907 shares; 2024Q4: 557,242 shares; 2025Q1: 563,268 shares; 2025Q2: 554,256 shares; 2025Q3: 538,462 shares; 2025Q4: 533,244 shares 533,244 $41.1M 2.19% -5,218 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: 58,250 shares; 2024Q4: 57,215 shares; 2025Q1: 57,180 shares; 2025Q2: 63,687 shares; 2025Q3: 69,373 shares; 2025Q4: 74,800 shares 74,800 $36.2M 1.93% +5,427 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: 101,467 shares; 2024Q4: 104,001 shares; 2025Q1: 117,065 shares; 2025Q2: 121,216 shares; 2025Q3: 117,742 shares; 2025Q4: 110,344 shares 110,344 $34.6M 1.85% -7,398 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,896 shares; 2024Q4: 1,345,573 shares; 2025Q1: 1,332,570 shares; 2025Q2: 1,185,622 shares; 2025Q3: 1,173,923 shares; 2025Q4: 1,122,315 shares 1,122,315 $28.1M 1.5% -51,608 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,379 shares; 2025Q2: 439,275 shares; 2025Q3: 517,135 shares; 2025Q4: 554,696 shares 554,696 $28.1M 1.5% +37,561 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: 272,034 shares; 2024Q4: 259,596 shares; 2025Q1: 259,735 shares; 2025Q2: 258,238 shares; 2025Q3: 272,352 shares; 2025Q4: 287,636 shares 287,636 $25.5M 1.36% +15,284 Timeline SCHP 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: 369,019 shares; 2024Q4: 740,908 shares; 2025Q1: 812,144 shares; 2025Q2: 832,189 shares; 2025Q3: 850,568 shares; 2025Q4: 903,600 shares 903,600 $23.9M 1.28% +53,032 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288,093 shares 288,093 $23.7M 1.26% new Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 639,979 shares; 2025Q3: 643,360 shares; 2025Q4: 651,036 shares 651,036 $23M 1.23% +7,676 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: 73,922 shares; 2024Q4: 94,009 shares; 2025Q1: 120,673 shares; 2025Q2: 178,083 shares; 2025Q3: 236,595 shares; 2025Q4: 296,362 shares 296,362 $22M 1.17% +59,767 Timeline SCHH 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: 898,033 shares; 2024Q4: 904,666 shares; 2025Q1: 920,550 shares; 2025Q2: 954,619 shares; 2025Q3: 960,971 shares; 2025Q4: 965,695 shares 965,695 $20.2M 1.08% +4,724 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: 11,311 shares; 2024Q4: 14,199 shares; 2025Q1: 18,282 shares; 2025Q2: 23,676 shares; 2025Q3: 23,869 shares; 2025Q4: 25,362 shares 25,362 $17.3M 0.92% +1,493 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: 61,260 shares; 2024Q4: 61,526 shares; 2025Q1: 57,738 shares; 2025Q2: 55,962 shares; 2025Q3: 53,796 shares; 2025Q4: 51,943 shares 51,943 $16.7M 0.89% -1,853 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: 242,562 shares; 2024Q4: 265,416 shares; 2025Q1: 292,099 shares; 2025Q2: 287,579 shares; 2025Q3: 305,074 shares; 2025Q4: 312,165 shares 312,165 $15.7M 0.84% +7,091 Timeline FNDA 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: 241,952 shares; 2024Q4: 468,967 shares; 2025Q1: 474,758 shares; 2025Q2: 483,331 shares; 2025Q3: 483,607 shares; 2025Q4: 480,550 shares 480,550 $15.1M 0.81% -3,057 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: 21,522 shares; 2024Q4: 20,957 shares; 2025Q1: 22,095 shares; 2025Q2: 23,092 shares; 2025Q3: 22,665 shares; 2025Q4: 22,306 shares 22,306 $14.7M 0.79% -359 Timeline LRGF 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: 220,691 shares; 2024Q4: 212,879 shares; 2025Q1: 209,594 shares; 2025Q2: 206,060 shares; 2025Q3: 205,823 shares; 2025Q4: 211,452 shares 211,452 $14.7M 0.78% +5,629 Timeline INTF 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: 537,332 shares; 2024Q4: 510,040 shares; 2025Q1: 465,966 shares; 2025Q2: 410,664 shares; 2025Q3: 400,405 shares; 2025Q4: 387,792 shares 387,792 $14.6M 0.78% -12,613 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: 245,762 shares; 2024Q4: 239,417 shares; 2025Q1: 233,807 shares; 2025Q2: 231,244 shares; 2025Q3: 228,671 shares; 2025Q4: 224,765 shares 224,765 $14M 0.75% -3,906 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: 105,001 shares; 2024Q4: 104,077 shares; 2025Q1: 104,775 shares; 2025Q2: 101,941 shares; 2025Q3: 102,465 shares; 2025Q4: 101,090 shares 101,090 $13.9M 0.74% -1,375 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: 34,213 shares; 2024Q4: 34,506 shares; 2025Q1: 33,927 shares; 2025Q2: 33,505 shares; 2025Q3: 32,656 shares; 2025Q4: 29,731 shares 29,731 $13.9M 0.74% -2,925 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: 52,173 shares; 2024Q4: 52,195 shares; 2025Q1: 55,755 shares; 2025Q2: 60,746 shares; 2025Q3: 60,886 shares; 2025Q4: 59,314 shares 59,314 $13.5M 0.72% -1,572 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,860 shares; 2024Q4: 185,054 shares; 2025Q1: 184,442 shares; 2025Q2: 185,622 shares; 2025Q3: 182,492 shares; 2025Q4: 181,013 shares 181,013 $13.2M 0.71% -1,479 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: 201,687 shares; 2024Q4: 172,517 shares; 2025Q1: 165,444 shares; 2025Q2: 163,834 shares; 2025Q3: 168,281 shares; 2025Q4: 168,552 shares 168,552 $13M 0.69% +271 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: 57,645 shares; 2024Q4: 58,545 shares; 2025Q1: 57,692 shares; 2025Q2: 58,311 shares; 2025Q3: 57,740 shares; 2025Q4: 55,989 shares 55,989 $12.8M 0.68% -1,751 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,366 shares; 2024Q4: 28,663 shares; 2025Q1: 109,716 shares; 2025Q2: 144,091 shares; 2025Q3: 157,208 shares; 2025Q4: 175,279 shares 175,279 $12.4M 0.66% +18,071 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: 28,455 shares; 2024Q4: 27,281 shares; 2025Q1: 26,586 shares; 2025Q2: 26,446 shares; 2025Q3: 24,073 shares; 2025Q4: 22,645 shares 22,645 $11.6M 0.62% -1,428 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: 111,092 shares; 2024Q4: 104,584 shares; 2025Q1: 100,338 shares; 2025Q2: 82,467 shares; 2025Q3: 68,412 shares; 2025Q4: 58,214 shares 58,214 $11.3M 0.61% -10,198 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: 18,725 shares; 2024Q4: 18,142 shares; 2025Q1: 17,106 shares; 2025Q2: 15,989 shares; 2025Q3: 15,109 shares; 2025Q4: 13,753 shares 13,753 $11.3M 0.6% -1,356 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: 35,235 shares; 2024Q4: 34,882 shares; 2025Q1: 34,106 shares; 2025Q2: 34,459 shares; 2025Q3: 33,589 shares; 2025Q4: 33,548 shares 33,548 $11M 0.59% -41 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,830 shares; 2024Q4: 353,856 shares; 2025Q1: 363,918 shares; 2025Q2: 365,866 shares; 2025Q3: 370,525 shares; 2025Q4: 372,918 shares 372,918 $10.7M 0.57% +2,393 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: 47,169 shares; 2024Q4: 90,168 shares; 2025Q1: 119,500 shares; 2025Q2: 122,883 shares; 2025Q3: 125,476 shares; 2025Q4: 127,697 shares 127,697 $10.4M 0.55% +2,221 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,254 shares; 2024Q4: 326,262 shares; 2025Q1: 326,387 shares; 2025Q2: 311,379 shares; 2025Q3: 308,641 shares; 2025Q4: 272,962 shares 272,962 $9.9M 0.53% -35,679 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,485 shares; 2024Q4: 45,800 shares; 2025Q1: 72,481 shares; 2025Q2: 80,590 shares; 2025Q3: 100,218 shares; 2025Q4: 103,372 shares 103,372 $9.84M 0.52% +3,154 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: 46,644 shares; 2024Q4: 46,789 shares; 2025Q1: 48,387 shares; 2025Q2: 49,385 shares; 2025Q3: 48,214 shares; 2025Q4: 47,262 shares 47,262 $9.78M 0.52% -952 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: 38,449 shares; 2024Q4: 37,315 shares; 2025Q1: 35,905 shares; 2025Q2: 34,300 shares; 2025Q3: 33,439 shares; 2025Q4: 32,614 shares 32,614 $9.66M 0.52% -825 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: 24,314 shares; 2024Q4: 22,627 shares; 2025Q1: 21,971 shares; 2025Q2: 21,514 shares; 2025Q3: 20,799 shares; 2025Q4: 19,553 shares 19,553 $9.59M 0.51% -1,246 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: 114,516 shares; 2024Q4: 115,594 shares; 2025Q1: 119,945 shares; 2025Q2: 123,375 shares; 2025Q3: 125,559 shares; 2025Q4: 123,275 shares 123,275 $9.55M 0.51% -2,284 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: 73,925 shares; 2024Q4: 73,045 shares; 2025Q1: 67,571 shares; 2025Q2: 62,465 shares; 2025Q3: 63,161 shares; 2025Q4: 66,497 shares 66,497 $9.53M 0.51% +3,336 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,905 shares; 2024Q4: 37,861 shares; 2025Q1: 41,063 shares; 2025Q2: 44,244 shares; 2025Q3: 44,650 shares; 2025Q4: 46,923 shares 46,923 $9.53M 0.51% +2,273 Timeline EMB 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: 61,313 shares; 2024Q4: 61,220 shares; 2025Q1: 64,822 shares; 2025Q2: 80,081 shares; 2025Q3: 95,306 shares; 2025Q4: 98,188 shares 98,188 $9.45M 0.5% +2,882 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: 7,162 shares; 2024Q4: 16,112 shares; 2025Q1: 26,987 shares; 2025Q2: 36,746 shares; 2025Q3: 40,602 shares; 2025Q4: 44,676 shares 44,676 $9.4M 0.5% +4,074 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: 104,945 shares; 2024Q4: 100,121 shares; 2025Q1: 96,900 shares; 2025Q2: 93,879 shares; 2025Q3: 91,601 shares; 2025Q4: 84,589 shares 84,589 $9.33M 0.5% -7,012 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 49,952 shares; 2025Q1: 63,647 shares; 2025Q2: 134,376 shares; 2025Q3: 198,705 shares; 2025Q4: 222,468 shares 222,468 $9.25M 0.49% +23,763 Timeline SPIB 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: 114,984 shares; 2024Q4: 109,347 shares; 2025Q1: 118,272 shares; 2025Q2: 147,414 shares; 2025Q3: 208,339 shares; 2025Q4: 273,163 shares 273,163 $9.24M 0.49% +64,824 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: 53,134 shares; 2024Q4: 56,139 shares; 2025Q1: 65,251 shares; 2025Q2: 77,027 shares; 2025Q3: 82,098 shares; 2025Q4: 89,123 shares 89,123 $9.09M 0.48% +7,025 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: 16,659 shares; 2024Q4: 16,949 shares; 2025Q1: 17,818 shares; 2025Q2: 18,904 shares; 2025Q3: 17,722 shares; 2025Q4: 15,527 shares 15,527 $8.89M 0.47% -2,195 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: 112,382 shares; 2024Q4: 108,987 shares; 2025Q1: 109,599 shares; 2025Q2: 110,693 shares; 2025Q3: 105,863 shares; 2025Q4: 106,263 shares 106,263 $8.58M 0.46% +400 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: 10,301 shares; 2024Q4: 12,894 shares; 2025Q1: 18,313 shares; 2025Q2: 25,710 shares; 2025Q3: 25,493 shares; 2025Q4: 24,304 shares 24,304 $8.52M 0.45% -1,189 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,549 shares; 2024Q4: 174,143 shares; 2025Q1: 176,869 shares; 2025Q2: 181,501 shares; 2025Q3: 183,337 shares; 2025Q4: 177,366 shares 177,366 $8.45M 0.45% -5,971 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,805 shares; 2024Q4: 235,835 shares; 2025Q1: 264,836 shares; 2025Q2: 282,546 shares; 2025Q3: 287,556 shares; 2025Q4: 287,597 shares 287,597 $8.4M 0.45% +41 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: 41,909 shares; 2024Q4: 40,621 shares; 2025Q1: 39,794 shares; 2025Q2: 39,675 shares; 2025Q3: 38,988 shares; 2025Q4: 38,604 shares 38,604 $8.26M 0.44% -384 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: 8,229 shares; 2024Q4: 8,321 shares; 2025Q1: 8,699 shares; 2025Q2: 10,273 shares; 2025Q3: 10,636 shares; 2025Q4: 10,117 shares 10,117 $8.19M 0.44% -519 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,399 shares; 2024Q4: 96,046 shares; 2025Q1: 82,887 shares; 2025Q2: 79,825 shares; 2025Q3: 76,883 shares; 2025Q4: 73,247 shares 73,247 $8.16M 0.44% -3,636 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: 81,901 shares; 2024Q4: 77,174 shares; 2025Q1: 79,918 shares; 2025Q2: 81,747 shares; 2025Q3: 78,718 shares; 2025Q4: 73,462 shares 73,462 $8.04M 0.43% -5,256 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: 71,245 shares; 2024Q4: 71,552 shares; 2025Q1: 75,750 shares; 2025Q2: 74,791 shares; 2025Q3: 71,792 shares; 2025Q4: 66,901 shares 66,901 $7.84M 0.42% -4,891 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: 390,892 shares; 2024Q4: 393,900 shares; 2025Q1: 389,932 shares; 2025Q2: 371,167 shares; 2025Q3: 355,199 shares; 2025Q4: 324,438 shares 324,438 $7.79M 0.42% -30,761 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: 62,310 shares; 2024Q4: 60,782 shares; 2025Q1: 59,871 shares; 2025Q2: 59,160 shares; 2025Q3: 55,934 shares; 2025Q4: 53,890 shares 53,890 $7.76M 0.41% -2,044 Timeline FNDX 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: 95,491 shares; 2024Q4: 269,881 shares; 2025Q1: 264,269 shares; 2025Q2: 265,907 shares; 2025Q3: 276,878 shares; 2025Q4: 281,888 shares 281,888 $7.67M 0.41% +5,010 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: 130,173 shares; 2024Q4: 126,363 shares; 2025Q1: 123,214 shares; 2025Q2: 113,697 shares; 2025Q3: 99,975 shares; 2025Q4: 87,401 shares 87,401 $7.65M 0.41% -12,574 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: 17,436 shares; 2024Q4: 19,089 shares; 2025Q1: 29,437 shares; 2025Q2: 41,417 shares; 2025Q3: 40,260 shares; 2025Q4: 44,311 shares 44,311 $7.58M 0.4% +4,051 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: 3,102 shares; 2024Q4: 2,936 shares; 2025Q1: 9,711 shares; 2025Q2: 13,032 shares; 2025Q3: 13,044 shares; 2025Q4: 12,757 shares 12,757 $7.27M 0.39% -287 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,960 shares; 2024Q4: 130,816 shares; 2025Q1: 136,751 shares; 2025Q2: 144,985 shares; 2025Q3: 150,484 shares; 2025Q4: 148,819 shares 148,819 $7.16M 0.38% -1,665 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 24,926 shares; 2025Q2: 57,919 shares; 2025Q3: 68,968 shares; 2025Q4: 82,611 shares 82,611 $7.04M 0.38% +13,643 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: 20,786 shares; 2024Q4: 20,677 shares; 2025Q1: 19,912 shares; 2025Q2: 20,187 shares; 2025Q3: 20,251 shares; 2025Q4: 19,443 shares 19,443 $6.7M 0.36% -808 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: 17,966 shares; 2024Q4: 19,547 shares; 2025Q1: 23,845 shares; 2025Q2: 32,061 shares; 2025Q3: 31,882 shares; 2025Q4: 29,371 shares 29,371 $6.68M 0.36% -2,511 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,914 shares; 2024Q4: 53,561 shares; 2025Q1: 54,204 shares; 2025Q2: 50,070 shares; 2025Q3: 51,171 shares; 2025Q4: 51,888 shares 51,888 $6.53M 0.35% +717 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,330 shares; 2024Q4: 64,483 shares; 2025Q1: 66,009 shares; 2025Q2: 68,494 shares; 2025Q3: 69,639 shares; 2025Q4: 66,650 shares 66,650 $6.53M 0.35% -2,989 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: 60,150 shares; 2024Q4: 63,670 shares; 2025Q1: 68,212 shares; 2025Q2: 75,321 shares; 2025Q3: 80,045 shares; 2025Q4: 77,756 shares 77,756 $6.45M 0.34% -2,289 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,019 shares; 2024Q4: 59,634 shares; 2025Q1: 61,818 shares; 2025Q2: 66,938 shares; 2025Q3: 90,028 shares; 2025Q4: 123,094 shares 123,094 $6.45M 0.34% +33,066 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: 50,293 shares; 2024Q4: 45,097 shares; 2025Q1: 20,213 shares; 2025Q2: 19,268 shares; 2025Q3: 19,720 shares; 2025Q4: 18,535 shares 18,535 $6.42M 0.34% -1,185 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: 65,214 shares; 2024Q4: 58,552 shares; 2025Q1: 64,608 shares; 2025Q2: 72,593 shares; 2025Q3: 76,936 shares; 2025Q4: 80,892 shares 80,892 $6.39M 0.34% +3,956 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,466 shares; 2024Q4: 108,836 shares; 2025Q1: 116,138 shares; 2025Q2: 131,116 shares; 2025Q3: 145,008 shares; 2025Q4: 165,187 shares 165,187 $6.18M 0.33% +20,179 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: 146,299 shares; 2024Q4: 148,412 shares; 2025Q1: 144,294 shares; 2025Q2: 138,036 shares; 2025Q3: 127,886 shares; 2025Q4: 63,794 shares 63,794 $6.13M 0.33% -64,092 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,380 shares; 2024Q4: 38,687 shares; 2025Q1: 60,360 shares; 2025Q2: 69,353 shares; 2025Q3: 72,388 shares; 2025Q4: 74,733 shares 74,733 $5.98M 0.32% +2,345 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: 108,142 shares; 2024Q4: 96,679 shares; 2025Q1: 105,668 shares; 2025Q2: 137,722 shares; 2025Q3: 141,709 shares; 2025Q4: 146,301 shares 146,301 $5.96M 0.32% +4,592 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: 65,140 shares; 2024Q4: 65,709 shares; 2025Q1: 65,192 shares; 2025Q2: 53,939 shares; 2025Q3: 54,767 shares; 2025Q4: 55,162 shares 55,162 $5.91M 0.32% +395 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: 32,697 shares; 2024Q4: 35,299 shares; 2025Q1: 35,897 shares; 2025Q2: 36,363 shares; 2025Q3: 36,014 shares; 2025Q4: 34,601 shares 34,601 $5.86M 0.31% -1,413 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: 23,880 shares; 2024Q4: 23,411 shares; 2025Q1: 25,407 shares; 2025Q2: 33,589 shares; 2025Q3: 36,683 shares; 2025Q4: 37,674 shares 37,674 $5.74M 0.31% +991 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,942 shares; 2024Q4: 75,316 shares; 2025Q1: 77,027 shares; 2025Q2: 73,462 shares; 2025Q3: 69,694 shares; 2025Q4: 65,744 shares 65,744 $5.73M 0.31% -3,950 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: 50,141 shares; 2024Q4: 50,259 shares; 2025Q1: 45,982 shares; 2025Q2: 38,223 shares; 2025Q3: 29,828 shares; 2025Q4: 27,759 shares 27,759 $5.7M 0.3% -2,069 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,327 shares; 2024Q4: 54,603 shares; 2025Q1: 85,300 shares; 2025Q2: 117,857 shares; 2025Q3: 130,985 shares; 2025Q4: 153,274 shares 153,274 $5.7M 0.3% +22,289 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,806 shares; 2024Q4: 22,108 shares; 2025Q1: 34,573 shares; 2025Q2: 38,032 shares; 2025Q3: 36,931 shares; 2025Q4: 37,388 shares 37,388 $5.62M 0.3% +457 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,211 shares; 2024Q4: 41,170 shares; 2025Q1: 42,663 shares; 2025Q2: 57,611 shares; 2025Q3: 81,625 shares; 2025Q4: 108,922 shares 108,922 $5.57M 0.3% +27,297 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: 19,251 shares; 2024Q4: 17,806 shares; 2025Q1: 17,254 shares; 2025Q2: 16,974 shares; 2025Q3: 17,071 shares; 2025Q4: 16,331 shares 16,331 $5.5M 0.29% -740 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: 52,258 shares; 2024Q4: 52,352 shares; 2025Q1: 53,155 shares; 2025Q2: 51,915 shares; 2025Q3: 49,399 shares; 2025Q4: 47,590 shares 47,590 $5.37M 0.29% -1,809 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: 21,006 shares; 2024Q4: 20,324 shares; 2025Q1: 19,781 shares; 2025Q2: 19,279 shares; 2025Q3: 18,430 shares; 2025Q4: 18,245 shares 18,245 $5.29M 0.28% -185 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: 56,584 shares; 2024Q4: 51,549 shares; 2025Q1: 46,033 shares; 2025Q2: 43,766 shares; 2025Q3: 42,046 shares; 2025Q4: 42,658 shares 42,658 $5.13M 0.27% +612 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: 10,009 shares; 2024Q4: 8,438 shares; 2025Q1: 21,996 shares; 2025Q2: 24,830 shares; 2025Q3: 27,117 shares; 2025Q4: 28,409 shares 28,409 $5.12M 0.27% +1,292 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: 12,988 shares; 2025Q1: 14,058 shares; 2025Q2: 29,917 shares; 2025Q3: 29,540 shares; 2025Q4: 29,273 shares 29,273 $5.01M 0.27% -267 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: 29,220 shares; 2024Q4: 28,360 shares; 2025Q1: 27,936 shares; 2025Q2: 27,211 shares; 2025Q3: 24,571 shares; 2025Q4: 20,599 shares 20,599 $4.97M 0.26% -3,972 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: 32,068 shares; 2024Q4: 34,576 shares; 2025Q1: 44,042 shares; 2025Q2: 54,289 shares; 2025Q3: 57,153 shares; 2025Q4: 57,941 shares 57,941 $4.83M 0.26% +788 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: 17,348 shares; 2024Q4: 17,613 shares; 2025Q1: 18,100 shares; 2025Q2: 18,550 shares; 2025Q3: 19,502 shares; 2025Q4: 17,854 shares 17,854 $4.79M 0.26% -1,648 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: 41,315 shares; 2024Q4: 40,970 shares; 2025Q1: 37,814 shares; 2025Q2: 36,327 shares; 2025Q3: 26,978 shares; 2025Q4: 24,089 shares 24,089 $4.77M 0.25% -2,889 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: 6,795 shares; 2024Q4: 6,514 shares; 2025Q1: 5,910 shares; 2025Q2: 5,702 shares; 2025Q3: 5,497 shares; 2025Q4: 5,219 shares 5,219 $4.59M 0.24% -278 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: 10,345 shares; 2024Q4: 10,035 shares; 2025Q1: 16,384 shares; 2025Q2: 15,183 shares; 2025Q3: 17,781 shares; 2025Q4: 17,477 shares 17,477 $4.49M 0.24% -304 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,071 shares; 2024Q4: 31,146 shares; 2025Q1: 37,830 shares; 2025Q2: 45,764 shares; 2025Q3: 51,249 shares; 2025Q4: 55,524 shares 55,524 $4.47M 0.24% +4,275 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: 36,633 shares; 2024Q4: 37,797 shares; 2025Q1: 41,170 shares; 2025Q2: 46,956 shares; 2025Q3: 49,699 shares; 2025Q4: 41,616 shares 41,616 $4.37M 0.23% -8,083 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,675 shares; 2024Q4: 39,948 shares; 2025Q1: 39,683 shares; 2025Q2: 38,489 shares; 2025Q3: 37,414 shares; 2025Q4: 37,237 shares 37,237 $4.34M 0.23% -177 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: 27,601 shares; 2024Q4: 27,003 shares; 2025Q1: 26,899 shares; 2025Q2: 25,730 shares; 2025Q3: 25,413 shares; 2025Q4: 24,458 shares 24,458 $4.24M 0.23% -955 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: 10,687 shares; 2024Q4: 10,695 shares; 2025Q1: 13,967 shares; 2025Q2: 13,626 shares; 2025Q3: 13,662 shares; 2025Q4: 22,514 shares 22,514 $4.2M 0.22% +8,852 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,430 shares; 2024Q4: 100,075 shares; 2025Q1: 92,090 shares; 2025Q2: 73,738 shares; 2025Q3: 68,971 shares; 2025Q4: 67,508 shares 67,508 $4.05M 0.22% -1,463 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 4,109 shares; 2025Q2: 12,537 shares; 2025Q3: 15,001 shares; 2025Q4: 16,317 shares 16,317 $3.96M 0.21% +1,316 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 11,640 shares; 2025Q1: 20,412 shares; 2025Q2: 19,856 shares; 2025Q3: 19,467 shares; 2025Q4: 19,037 shares 19,037 $3.93M 0.21% -430 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,054 shares; 2025Q2: 26,291 shares; 2025Q3: 26,101 shares; 2025Q4: 25,890 shares 25,890 $3.88M 0.21% -211 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: 145,301 shares; 2024Q4: 122,933 shares; 2025Q1: 120,671 shares; 2025Q2: 141,917 shares; 2025Q3: 140,083 shares; 2025Q4: 154,753 shares 154,753 $3.85M 0.21% +14,670 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: 145,271 shares; 2024Q4: 157,208 shares; 2025Q1: 159,816 shares; 2025Q2: 157,354 shares; 2025Q3: 152,943 shares; 2025Q4: 152,169 shares 152,169 $3.78M 0.2% -774 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,759 shares; 2024Q4: 175,810 shares; 2025Q1: 166,650 shares; 2025Q2: 155,611 shares; 2025Q3: 149,441 shares; 2025Q4: 146,231 shares 146,231 $3.77M 0.2% -3,210 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: 24,878 shares; 2024Q4: 24,069 shares; 2025Q1: 23,437 shares; 2025Q2: 23,097 shares; 2025Q3: 22,634 shares; 2025Q4: 22,365 shares 22,365 $3.65M 0.19% -269 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,688 shares; 2024Q4: 37,301 shares; 2025Q1: 38,408 shares; 2025Q2: 37,923 shares; 2025Q3: 35,372 shares; 2025Q4: 32,563 shares 32,563 $3.64M 0.19% -2,809 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,937 shares; 2024Q4: 33,970 shares; 2025Q1: 34,380 shares; 2025Q2: 33,203 shares; 2025Q3: 32,894 shares; 2025Q4: 32,946 shares 32,946 $3.62M 0.19% +52 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,213 shares; 2024Q4: 40,496 shares; 2025Q1: 41,189 shares; 2025Q2: 36,847 shares; 2025Q3: 35,245 shares; 2025Q4: 33,415 shares 33,415 $3.58M 0.19% -1,830 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,114 shares; 2024Q4: 230,564 shares; 2025Q1: 247,388 shares; 2025Q2: 244,740 shares; 2025Q3: 207,530 shares; 2025Q4: 160,172 shares 160,172 $3.57M 0.19% -47,358 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 2,735 shares; 2025Q1: 2,834 shares; 2025Q2: 2,984 shares; 2025Q3: 2,941 shares; 2025Q4: 2,889 shares 2,889 $3.51M 0.19% -52 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,649 shares; 2024Q4: 10,456 shares; 2025Q1: 9,879 shares; 2025Q2: 9,713 shares; 2025Q3: 9,593 shares; 2025Q4: 8,924 shares 8,924 $3.51M 0.19% -669 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: 44,039 shares; 2024Q4: 42,119 shares; 2025Q1: 39,511 shares; 2025Q2: 37,479 shares; 2025Q3: 34,365 shares; 2025Q4: 33,221 shares 33,221 $3.5M 0.19% -1,144 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: 24,068 shares; 2024Q4: 24,531 shares; 2025Q1: 23,259 shares; 2025Q2: 22,190 shares; 2025Q3: 21,532 shares; 2025Q4: 21,457 shares 21,457 $3.49M 0.19% -75 Timeline XLRE 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: 105,849 shares; 2024Q4: 100,722 shares; 2025Q1: 99,812 shares; 2025Q2: 98,772 shares; 2025Q3: 97,025 shares; 2025Q4: 85,424 shares 85,424 $3.45M 0.18% -11,601 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: 10,227 shares; 2024Q4: 10,914 shares; 2025Q1: 11,292 shares; 2025Q2: 11,116 shares; 2025Q3: 11,282 shares; 2025Q4: 10,978 shares 10,978 $3.44M 0.18% -304 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: 33,716 shares; 2024Q4: 32,364 shares; 2025Q1: 30,629 shares; 2025Q2: 28,785 shares; 2025Q3: 24,562 shares; 2025Q4: 19,547 shares 19,547 $3.39M 0.18% -5,015 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,509 shares; 2024Q4: 16,815 shares; 2025Q1: 23,832 shares; 2025Q2: 28,734 shares; 2025Q3: 31,580 shares; 2025Q4: 30,582 shares 30,582 $3.37M 0.18% -998 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: 23,358 shares; 2024Q4: 23,552 shares; 2025Q1: 25,156 shares; 2025Q2: 30,036 shares; 2025Q3: 34,466 shares; 2025Q4: 38,554 shares 38,554 $3.3M 0.18% +4,088 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: 20,802 shares; 2024Q4: 22,264 shares; 2025Q1: 22,609 shares; 2025Q2: 22,077 shares; 2025Q3: 20,730 shares; 2025Q4: 20,033 shares 20,033 $3.26M 0.17% -697 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 9,509 shares; 2025Q1: 14,189 shares; 2025Q2: 32,829 shares; 2025Q3: 38,642 shares; 2025Q4: 41,650 shares 41,650 $3.22M 0.17% +3,008 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,490 shares; 2025Q2: 41,226 shares; 2025Q3: 53,197 shares; 2025Q4: 68,398 shares 68,398 $3.19M 0.17% +15,201 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: 11,911 shares; 2024Q4: 11,527 shares; 2025Q1: 11,419 shares; 2025Q2: 11,230 shares; 2025Q3: 11,003 shares; 2025Q4: 10,826 shares 10,826 $3.13M 0.17% -177 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: 31,605 shares; 2024Q4: 29,005 shares; 2025Q1: 29,537 shares; 2025Q2: 34,941 shares; 2025Q3: 40,923 shares; 2025Q4: 34,980 shares 34,980 $3.09M 0.16% -5,943 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: 18,938 shares; 2024Q4: 18,717 shares; 2025Q1: 18,939 shares; 2025Q2: 19,969 shares; 2025Q3: 19,776 shares; 2025Q4: 22,055 shares 22,055 $3.04M 0.16% +2,279 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,878 shares; 2024Q4: 24,116 shares; 2025Q1: 35,571 shares; 2025Q2: 44,043 shares; 2025Q3: 46,514 shares; 2025Q4: 51,431 shares 51,431 $3.03M 0.16% +4,917 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: 25,076 shares; 2024Q4: 32,643 shares; 2025Q1: 34,880 shares; 2025Q2: 38,185 shares; 2025Q3: 34,461 shares; 2025Q4: 30,891 shares 30,891 $2.97M 0.16% -3,570 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: 13,289 shares; 2024Q4: 12,784 shares; 2025Q1: 12,626 shares; 2025Q2: 12,713 shares; 2025Q3: 12,661 shares; 2025Q4: 12,814 shares 12,814 $2.96M 0.16% +153 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,238 shares; 2024Q4: 17,744 shares; 2025Q1: 16,432 shares; 2025Q2: 15,478 shares; 2025Q3: 15,069 shares; 2025Q4: 13,629 shares 13,629 $2.89M 0.15% -1,440 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,034 shares; 2024Q4: 32,474 shares; 2025Q1: 38,207 shares; 2025Q2: 36,562 shares; 2025Q3: 33,807 shares; 2025Q4: 29,451 shares 29,451 $2.88M 0.15% -4,356 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,460 shares; 2024Q4: 152,675 shares; 2025Q1: 162,832 shares; 2025Q2: 178,742 shares; 2025Q3: 176,188 shares; 2025Q4: 158,112 shares 158,112 $2.82M 0.15% -18,076 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: 30,159 shares; 2024Q4: 28,587 shares; 2025Q1: 24,823 shares; 2025Q2: 24,472 shares; 2025Q3: 22,851 shares; 2025Q4: 21,422 shares 21,422 $2.74M 0.15% -1,429 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,400 shares; 2024Q4: 121,905 shares; 2025Q1: 126,177 shares; 2025Q2: 132,251 shares; 2025Q3: 117,126 shares; 2025Q4: 112,257 shares 112,257 $2.72M 0.15% -4,869 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,205 shares; 2024Q4: 91,691 shares; 2025Q1: 80,275 shares; 2025Q2: 66,056 shares; 2025Q3: 55,293 shares; 2025Q4: 45,053 shares 45,053 $2.7M 0.14% -10,240 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: 5,971 shares; 2024Q4: 5,689 shares; 2025Q1: 5,449 shares; 2025Q2: 5,156 shares; 2025Q3: 4,921 shares; 2025Q4: 4,642 shares 4,642 $2.69M 0.14% -279 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 2,808 shares; 2025Q3: 8,942 shares; 2025Q4: 21,428 shares 21,428 $2.54M 0.14% +12,486 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: 19,065 shares; 2024Q4: 18,720 shares; 2025Q1: 17,106 shares; 2025Q2: 16,914 shares; 2025Q3: 16,619 shares; 2025Q4: 16,469 shares 16,469 $2.53M 0.13% -150 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: 91,926 shares; 2024Q4: 82,487 shares; 2025Q1: 86,320 shares; 2025Q2: 96,563 shares; 2025Q3: 96,634 shares; 2025Q4: 91,791 shares 91,791 $2.49M 0.13% -4,843 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: 11,369 shares; 2024Q4: 20,219 shares; 2025Q1: 29,643 shares; 2025Q2: 37,480 shares; 2025Q3: 39,821 shares; 2025Q4: 44,706 shares 44,706 $2.4M 0.13% +4,885 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,247 shares; 2024Q4: 9,320 shares; 2025Q1: 11,532 shares; 2025Q2: 15,710 shares; 2025Q3: 14,889 shares; 2025Q4: 14,623 shares 14,623 $2.33M 0.12% -266 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,643 shares; 2024Q4: 12,707 shares; 2025Q1: 10,521 shares; 2025Q2: 8,626 shares; 2025Q3: 7,869 shares; 2025Q4: 7,491 shares 7,491 $2.31M 0.12% -378 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,976 shares; 2025Q1: 3,408 shares; 2025Q2: 25,524 shares; 2025Q3: 25,335 shares; 2025Q4: 22,966 shares 22,966 $2.31M 0.12% -2,369 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,668 shares; 2024Q4: 48,130 shares; 2025Q1: 47,339 shares; 2025Q2: 44,730 shares; 2025Q3: 43,938 shares; 2025Q4: 42,217 shares 42,217 $2.31M 0.12% -1,721 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,025 shares; 2024Q4: 23,799 shares; 2025Q1: 30,396 shares; 2025Q2: 40,272 shares; 2025Q3: 51,526 shares; 2025Q4: 49,867 shares 49,867 $2.28M 0.12% -1,659 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,522 shares; 2024Q4: 23,050 shares; 2025Q1: 21,554 shares; 2025Q2: 21,133 shares; 2025Q3: 19,812 shares; 2025Q4: 15,819 shares 15,819 $2.15M 0.11% -3,993 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: 32,822 shares 32,822 $2.15M 0.11% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,158 shares; 2024Q4: 32,842 shares; 2025Q1: 38,225 shares; 2025Q2: 51,493 shares; 2025Q3: 52,415 shares; 2025Q4: 39,643 shares 39,643 $2.14M 0.11% -12,772 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,792 shares; 2024Q4: 42,995 shares; 2025Q1: 42,823 shares; 2025Q2: 41,427 shares; 2025Q3: 35,602 shares; 2025Q4: 31,698 shares 31,698 $2.12M 0.11% -3,904 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,115 shares; 2025Q4: 39,840 shares 39,840 $2.04M 0.11% +19,725 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: 7,593 shares; 2024Q4: 7,907 shares; 2025Q1: 8,210 shares; 2025Q2: 7,990 shares; 2025Q3: 7,150 shares; 2025Q4: 5,977 shares 5,977 $2.02M 0.11% -1,173 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: 10,069 shares; 2024Q4: 9,412 shares; 2025Q1: 6,914 shares; 2025Q2: 6,477 shares; 2025Q3: 6,189 shares; 2025Q4: 5,670 shares 5,670 $2M 0.11% -519 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: 9,366 shares; 2024Q4: 9,251 shares; 2025Q1: 17,013 shares; 2025Q2: 37,868 shares; 2025Q3: 38,961 shares; 2025Q4: 37,391 shares 37,391 $2M 0.11% -1,570 Timeline SPHY 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: 58,110 shares; 2024Q4: 54,919 shares; 2025Q1: 55,921 shares; 2025Q2: 60,604 shares; 2025Q3: 72,281 shares; 2025Q4: 83,603 shares 83,603 $1.98M 0.11% +11,322 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: 99,245 shares; 2024Q4: 83,334 shares; 2025Q1: 80,127 shares; 2025Q2: 76,783 shares; 2025Q3: 74,500 shares; 2025Q4: 65,403 shares 65,403 $1.93M 0.1% -9,097 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: 9,174 shares; 2024Q4: 9,192 shares; 2025Q1: 10,581 shares; 2025Q2: 11,335 shares; 2025Q3: 11,382 shares; 2025Q4: 10,416 shares 10,416 $1.91M 0.1% -966 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,762 shares; 2024Q4: 28,554 shares; 2025Q1: 41,239 shares; 2025Q2: 40,958 shares; 2025Q3: 39,466 shares; 2025Q4: 36,599 shares 36,599 $1.9M 0.1% -2,867 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: 15,132 shares; 2024Q4: 14,080 shares; 2025Q1: 12,908 shares; 2025Q2: 12,012 shares; 2025Q3: 11,559 shares; 2025Q4: 10,591 shares 10,591 $1.88M 0.1% -968 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,688 shares; 2024Q4: 11,480 shares; 2025Q1: 9,942 shares; 2025Q2: 14,730 shares; 2025Q3: 16,896 shares; 2025Q4: 16,701 shares 16,701 $1.84M 0.1% -195 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: 3,479 shares; 2025Q1: 4,708 shares; 2025Q2: 8,889 shares; 2025Q3: 8,459 shares; 2025Q4: 9,215 shares 9,215 $1.83M 0.1% +756 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: 6,256 shares; 2024Q4: 6,248 shares; 2025Q1: 6,083 shares; 2025Q2: 5,978 shares; 2025Q3: 5,948 shares; 2025Q4: 5,934 shares 5,934 $1.81M 0.1% -14 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: 16,085 shares; 2024Q4: not reported; 2025Q1: 7,618 shares; 2025Q2: 61,871 shares; 2025Q3: 74,552 shares; 2025Q4: 76,032 shares 76,032 $1.8M 0.1% +1,480 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,936 shares; 2024Q4: 23,738 shares; 2025Q1: 21,677 shares; 2025Q2: 20,458 shares; 2025Q3: 17,500 shares; 2025Q4: 16,561 shares 16,561 $1.8M 0.1% -939 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,199 shares; 2025Q2: 17,551 shares; 2025Q3: 17,956 shares; 2025Q4: 17,742 shares 17,742 $1.78M 0.09% -214 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: 20,330 shares; 2024Q4: 22,838 shares; 2025Q1: 21,630 shares; 2025Q2: 27,330 shares; 2025Q3: 30,586 shares; 2025Q4: 35,837 shares 35,837 $1.76M 0.09% +5,251 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,111 shares; 2024Q4: 13,446 shares; 2025Q1: 21,225 shares; 2025Q2: 26,904 shares; 2025Q3: 27,077 shares; 2025Q4: 27,168 shares 27,168 $1.72M 0.09% +91 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,984 shares; 2024Q4: 18,299 shares; 2025Q1: 18,212 shares; 2025Q2: 17,341 shares; 2025Q3: 15,541 shares; 2025Q4: 13,790 shares 13,790 $1.69M 0.09% -1,751 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: 5,869 shares; 2024Q4: 10,587 shares; 2025Q1: 14,656 shares; 2025Q2: 14,598 shares; 2025Q3: 14,079 shares; 2025Q4: 13,778 shares 13,778 $1.69M 0.09% -301 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: 25,395 shares; 2024Q4: 23,000 shares; 2025Q1: 19,936 shares; 2025Q2: 19,354 shares; 2025Q3: 18,716 shares; 2025Q4: 17,903 shares 17,903 $1.69M 0.09% -813 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,044 shares; 2025Q1: 40,108 shares; 2025Q2: 38,519 shares; 2025Q3: 38,020 shares; 2025Q4: 37,709 shares 37,709 $1.67M 0.09% -311 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,002 shares; 2025Q3: 8,036 shares; 2025Q4: 6,720 shares 6,720 $1.63M 0.09% -1,316 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: 28,353 shares; 2024Q4: 27,316 shares; 2025Q1: 25,273 shares; 2025Q2: 24,708 shares; 2025Q3: 23,145 shares; 2025Q4: 21,914 shares 21,914 $1.61M 0.09% -1,231 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: 41,823 shares; 2024Q4: 41,270 shares; 2025Q1: 35,559 shares; 2025Q2: 34,875 shares; 2025Q3: 38,399 shares; 2025Q4: 43,717 shares 43,717 $1.58M 0.08% +5,318 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: 76,185 shares; 2024Q4: 66,593 shares; 2025Q1: 66,101 shares; 2025Q2: 64,761 shares; 2025Q3: 61,362 shares; 2025Q4: 57,413 shares 57,413 $1.58M 0.08% -3,949 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,989 shares; 2025Q3: 35,225 shares; 2025Q4: 48,539 shares 48,539 $1.57M 0.08% +13,314 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: 7,821 shares; 2024Q4: 6,319 shares; 2025Q1: 4,891 shares; 2025Q2: 4,990 shares; 2025Q3: 4,966 shares; 2025Q4: 4,871 shares 4,871 $1.55M 0.08% -95 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,346 shares; 2025Q4: 15,044 shares 15,044 $1.55M 0.08% +6,698 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 23,280 shares; 2025Q1: 23,906 shares; 2025Q2: 23,529 shares; 2025Q3: 23,209 shares; 2025Q4: 22,832 shares 22,832 $1.54M 0.08% -377 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,829 shares; 2024Q4: 6,050 shares; 2025Q1: 3,522 shares; 2025Q2: 4,206 shares; 2025Q3: 7,245 shares; 2025Q4: 15,675 shares 15,675 $1.53M 0.08% +8,430 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,029 shares; 2024Q4: 9,539 shares; 2025Q1: 11,458 shares; 2025Q2: 27,488 shares; 2025Q3: 26,818 shares; 2025Q4: 31,888 shares 31,888 $1.52M 0.08% +5,070 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: 35,275 shares; 2024Q4: 31,829 shares; 2025Q1: 29,650 shares; 2025Q2: 28,593 shares; 2025Q3: 27,094 shares; 2025Q4: 26,338 shares 26,338 $1.51M 0.08% -756 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 12,023 shares; 2025Q3: 25,644 shares; 2025Q4: 33,048 shares 33,048 $1.49M 0.08% +7,404 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: 126,158 shares; 2024Q4: 114,069 shares; 2025Q1: 92,617 shares; 2025Q2: 84,367 shares; 2025Q3: 65,501 shares; 2025Q4: 49,631 shares 49,631 $1.48M 0.08% -15,870 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,928 shares; 2024Q4: 34,606 shares; 2025Q1: 30,058 shares; 2025Q2: 28,878 shares; 2025Q3: 25,413 shares; 2025Q4: 16,551 shares 16,551 $1.47M 0.08% -8,862 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: 19,223 shares; 2024Q4: 19,223 shares; 2025Q1: 18,337 shares; 2025Q2: 15,718 shares; 2025Q3: 15,857 shares; 2025Q4: 16,328 shares 16,328 $1.46M 0.08% +471 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: 6,618 shares; 2024Q4: 6,361 shares; 2025Q1: 6,217 shares; 2025Q2: 5,794 shares; 2025Q3: 4,757 shares; 2025Q4: 4,234 shares 4,234 $1.46M 0.08% -523 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,038 shares; 2024Q4: 51,159 shares; 2025Q1: 50,156 shares; 2025Q2: 32,487 shares; 2025Q3: 31,414 shares; 2025Q4: 27,829 shares 27,829 $1.41M 0.08% -3,585 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,835 shares; 2024Q4: 12,607 shares; 2025Q1: 12,048 shares; 2025Q2: 11,458 shares; 2025Q3: 10,734 shares; 2025Q4: 7,881 shares 7,881 $1.41M 0.08% -2,853 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,037 shares; 2024Q4: 35,452 shares; 2025Q1: 33,244 shares; 2025Q2: 33,016 shares; 2025Q3: 31,879 shares; 2025Q4: 31,795 shares 31,795 $1.39M 0.07% -84 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 40,375 shares; 2025Q1: 24,816 shares; 2025Q2: 14,579 shares; 2025Q3: 13,729 shares; 2025Q4: 13,775 shares 13,775 $1.38M 0.07% +46 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT 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: 4,245 shares; 2025Q3: 5,582 shares; 2025Q4: 6,552 shares 6,552 $1.36M 0.07% +970 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: 8,644 shares; 2024Q4: 7,699 shares; 2025Q1: 7,425 shares; 2025Q2: 7,218 shares; 2025Q3: 6,966 shares; 2025Q4: 6,973 shares 6,973 $1.36M 0.07% +7 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: 4,562 shares; 2024Q4: 4,475 shares; 2025Q1: 4,460 shares; 2025Q2: 4,316 shares; 2025Q3: 4,312 shares; 2025Q4: 4,312 shares 4,312 $1.35M 0.07% 0 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: 5,749 shares; 2024Q4: 5,850 shares; 2025Q1: 5,674 shares; 2025Q2: 5,683 shares; 2025Q3: 6,780 shares; 2025Q4: 6,981 shares 6,981 $1.33M 0.07% +201 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,950 shares; 2024Q4: 16,773 shares; 2025Q1: 15,639 shares; 2025Q2: 14,514 shares; 2025Q3: 13,399 shares; 2025Q4: 12,531 shares 12,531 $1.33M 0.07% -868 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: 36,027 shares; 2024Q4: 28,287 shares; 2025Q1: 24,367 shares; 2025Q2: 22,876 shares; 2025Q3: 19,031 shares; 2025Q4: 16,587 shares 16,587 $1.32M 0.07% -2,444 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: 7,371 shares; 2024Q4: 8,140 shares; 2025Q1: 8,280 shares; 2025Q2: 7,489 shares; 2025Q3: 6,060 shares; 2025Q4: 5,227 shares 5,227 $1.31M 0.07% -833 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 23,850 shares; 2025Q1: 36,275 shares; 2025Q2: 34,302 shares; 2025Q3: 31,779 shares; 2025Q4: 26,817 shares 26,817 $1.29M 0.07% -4,962 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,687 shares; 2024Q4: 15,681 shares; 2025Q1: 12,441 shares; 2025Q2: 11,696 shares; 2025Q3: 9,976 shares; 2025Q4: 8,410 shares 8,410 $1.25M 0.07% -1,566 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: 6,089 shares; 2024Q4: 5,982 shares; 2025Q1: 5,290 shares; 2025Q2: 4,874 shares; 2025Q3: 4,255 shares; 2025Q4: 3,766 shares 3,766 $1.24M 0.07% -489 Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 13,989 shares; 2025Q3: 13,931 shares; 2025Q4: 31,616 shares 31,616 $1.24M 0.07% +17,685 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,095 shares; 2024Q4: 14,095 shares; 2025Q1: 14,095 shares; 2025Q2: 14,095 shares; 2025Q3: 10,586 shares; 2025Q4: 10,586 shares 10,586 $1.2M 0.06% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,075 shares; 2024Q4: 16,157 shares; 2025Q1: 14,970 shares; 2025Q2: 13,499 shares; 2025Q3: 12,978 shares; 2025Q4: 12,770 shares 12,770 $1.18M 0.06% -208 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 515 shares; 2025Q1: 492 shares; 2025Q2: 479 shares; 2025Q3: 459 shares; 2025Q4: 347 shares 347 $1.18M 0.06% -112 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: 8,343 shares; 2024Q4: 8,026 shares; 2025Q1: 7,477 shares; 2025Q2: 7,018 shares; 2025Q3: 6,331 shares; 2025Q4: 5,989 shares 5,989 $1.16M 0.06% -342 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: 6,246 shares; 2024Q4: 6,407 shares; 2025Q1: 5,497 shares; 2025Q2: 5,094 shares; 2025Q3: 4,512 shares; 2025Q4: 4,477 shares 4,477 $1.15M 0.06% -35 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: 6,173 shares; 2024Q4: 6,695 shares; 2025Q1: 5,865 shares; 2025Q2: 6,037 shares; 2025Q3: 5,277 shares; 2025Q4: 4,184 shares 4,184 $1.15M 0.06% -1,093 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,482 shares; 2024Q4: 52,600 shares; 2025Q1: 48,279 shares; 2025Q2: 41,345 shares; 2025Q3: 36,378 shares; 2025Q4: 26,400 shares 26,400 $1.14M 0.06% -9,978 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 2,313 shares; 2025Q1: 2,127 shares; 2025Q2: 2,177 shares; 2025Q3: 2,184 shares; 2025Q4: 2,224 shares 2,224 $1.12M 0.06% +40 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 8,111 shares; 2025Q1: 7,545 shares; 2025Q2: 6,846 shares; 2025Q3: 6,441 shares; 2025Q4: 5,359 shares 5,359 $1.09M 0.06% -1,082 Timeline NVR NVR INC More: the full row for NVR 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: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146 $1.06M 0.06% 0 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES 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: 15,073 shares; 2025Q4: 41,057 shares 41,057 $1.06M 0.06% +25,984 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,031 shares; 2024Q4: 18,835 shares; 2025Q1: 16,851 shares; 2025Q2: 15,221 shares; 2025Q3: 14,969 shares; 2025Q4: 16,149 shares 16,149 $1.06M 0.06% +1,180 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: 1,336 shares; 2024Q4: 1,272 shares; 2025Q1: 1,269 shares; 2025Q2: 1,231 shares; 2025Q3: 1,466 shares; 2025Q4: 1,516 shares 1,516 $1.04M 0.06% +50 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,917 shares; 2024Q4: 5,077 shares; 2025Q1: 4,066 shares; 2025Q2: 3,831 shares; 2025Q3: 3,536 shares; 2025Q4: 3,056 shares 3,056 $1.04M 0.06% -480 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,604 shares; 2025Q2: 18,074 shares; 2025Q3: 35,269 shares; 2025Q4: 60,246 shares 60,246 $1.03M 0.06% +24,977 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,921 shares; 2024Q4: 30,294 shares; 2025Q1: 28,986 shares; 2025Q2: 27,643 shares; 2025Q3: 26,082 shares; 2025Q4: 26,082 shares 26,082 $1.03M 0.05% 0 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: 3,083 shares; 2024Q4: 3,110 shares; 2025Q1: 2,920 shares; 2025Q2: 2,864 shares; 2025Q3: 2,813 shares; 2025Q4: 3,064 shares 3,064 $1.03M 0.05% +251 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 14,699 shares; 2025Q1: 13,558 shares; 2025Q2: 12,318 shares; 2025Q3: 12,118 shares; 2025Q4: 11,575 shares 11,575 $998K 0.05% -543 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: 2,855 shares; 2024Q4: 3,178 shares; 2025Q1: 3,372 shares; 2025Q2: 3,316 shares; 2025Q3: 3,742 shares; 2025Q4: 4,277 shares 4,277 $987K 0.05% +535 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,316 shares; 2025Q1: 3,523 shares; 2025Q2: 3,374 shares; 2025Q3: 3,331 shares; 2025Q4: 3,053 shares 3,053 $972K 0.05% -278 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,346 shares; 2024Q4: 22,405 shares; 2025Q1: 53,488 shares; 2025Q2: 72,185 shares; 2025Q3: 71,750 shares; 2025Q4: 64,607 shares 64,607 $968K 0.05% -7,143 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: 57,235 shares; 2024Q4: 56,291 shares; 2025Q1: 51,587 shares; 2025Q2: 51,593 shares; 2025Q3: 51,599 shares; 2025Q4: 54,803 shares 54,803 $951K 0.05% +3,204 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 26,897 shares; 2025Q4: 26,897 shares 26,897 $944K 0.05% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,855 shares; 2024Q4: 20,827 shares; 2025Q1: 19,568 shares; 2025Q2: 17,164 shares; 2025Q3: 14,181 shares; 2025Q4: 9,033 shares 9,033 $929K 0.05% -5,148 Timeline DFAE 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: 33,994 shares; 2024Q4: 33,374 shares; 2025Q1: 32,738 shares; 2025Q2: 29,943 shares; 2025Q3: 28,303 shares; 2025Q4: 28,212 shares 28,212 $919K 0.05% -91 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: 3,909 shares; 2024Q4: 3,857 shares; 2025Q1: 3,787 shares; 2025Q2: 3,775 shares; 2025Q3: 3,760 shares; 2025Q4: 3,720 shares 3,720 $916K 0.05% -40 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: 4,411 shares; 2024Q4: 3,974 shares; 2025Q1: 3,776 shares; 2025Q2: 3,776 shares; 2025Q3: 4,029 shares; 2025Q4: 4,007 shares 4,007 $912K 0.05% -22 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,270 shares; 2024Q4: 44,670 shares; 2025Q1: 44,369 shares; 2025Q2: 42,074 shares; 2025Q3: 41,750 shares; 2025Q4: 16,572 shares 16,572 $907K 0.05% -25,178 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,821 shares; 2025Q2: 10,919 shares; 2025Q3: 10,733 shares; 2025Q4: 10,214 shares 10,214 $901K 0.05% -519 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,530 shares; 2024Q4: 23,080 shares; 2025Q1: 23,080 shares; 2025Q2: 21,772 shares; 2025Q3: 20,699 shares; 2025Q4: 17,996 shares 17,996 $899K 0.05% -2,703 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: 972 shares; 2024Q4: 1,556 shares; 2025Q1: 890 shares; 2025Q2: 958 shares; 2025Q3: 840 shares; 2025Q4: 836 shares 836 $898K 0.05% -4 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: 25,685 shares; 2024Q4: 32,633 shares; 2025Q1: 39,367 shares; 2025Q2: 36,891 shares; 2025Q3: 21,161 shares; 2025Q4: 19,116 shares 19,116 $889K 0.05% -2,045 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,315 shares; 2024Q4: 13,991 shares; 2025Q1: 13,689 shares; 2025Q2: 13,697 shares; 2025Q3: 13,656 shares; 2025Q4: 13,407 shares 13,407 $889K 0.05% -249 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: 39,332 shares; 2024Q4: 37,546 shares; 2025Q1: 35,989 shares; 2025Q2: 32,635 shares; 2025Q3: 30,312 shares; 2025Q4: 25,934 shares 25,934 $878K 0.05% -4,378 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,559 shares; 2025Q2: 25,290 shares; 2025Q3: 24,434 shares; 2025Q4: 23,209 shares 23,209 $868K 0.05% -1,225 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: 4,328 shares; 2024Q4: 4,280 shares; 2025Q1: 4,037 shares; 2025Q2: 3,933 shares; 2025Q3: 4,172 shares; 2025Q4: 8,473 shares 8,473 $867K 0.05% +4,301 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,698 shares; 2024Q4: 17,997 shares; 2025Q1: 12,806 shares; 2025Q2: 11,497 shares; 2025Q3: 11,414 shares; 2025Q4: 10,843 shares 10,843 $864K 0.05% -571 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,944 shares; 2025Q3: 129,614 shares; 2025Q4: 101,572 shares 101,572 $847K 0.05% -28,042 GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,686 shares; 2024Q4: 11,535 shares; 2025Q1: 11,139 shares; 2025Q2: 10,184 shares; 2025Q3: 10,371 shares; 2025Q4: 30,226 shares 30,226 $822K 0.04% +19,855 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: 481 shares; 2024Q4: 2,351 shares; 2025Q1: 1,541 shares; 2025Q2: 1,561 shares; 2025Q3: 1,552 shares; 2025Q4: 1,446 shares 1,446 $819K 0.04% -106 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,205 shares; 2024Q4: 23,205 shares; 2025Q1: 22,555 shares; 2025Q2: 22,555 shares; 2025Q3: 22,555 shares; 2025Q4: 23,235 shares 23,235 $819K 0.04% +680 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: 6,019 shares; 2024Q4: 5,967 shares; 2025Q1: 5,994 shares; 2025Q2: 5,857 shares; 2025Q3: 5,737 shares; 2025Q4: 5,587 shares 5,587 $802K 0.04% -150 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: 2,946 shares; 2024Q4: 2,741 shares; 2025Q1: 2,641 shares; 2025Q2: 2,504 shares; 2025Q3: 2,069 shares; 2025Q4: 1,720 shares 1,720 $801K 0.04% -349 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: 13,959 shares; 2024Q4: 11,859 shares; 2025Q1: 12,545 shares; 2025Q2: 13,994 shares; 2025Q3: 14,986 shares; 2025Q4: 15,675 shares 15,675 $801K 0.04% +689 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: 15,335 shares; 2024Q4: 19,855 shares; 2025Q1: 18,801 shares; 2025Q2: 18,872 shares; 2025Q3: 19,226 shares; 2025Q4: 14,337 shares 14,337 $789K 0.04% -4,889 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: 1,320 shares; 2024Q4: 1,319 shares; 2025Q1: 1,265 shares; 2025Q2: 1,276 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares 1,236 $775K 0.04% 0 Timeline SMLF 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: 17,384 shares; 2024Q4: 14,010 shares; 2025Q1: 12,094 shares; 2025Q2: 11,064 shares; 2025Q3: 10,290 shares; 2025Q4: 10,199 shares 10,199 $764K 0.04% -91 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,062 shares; 2025Q3: 7,468 shares; 2025Q4: 9,580 shares 9,580 $762K 0.04% +2,112 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: 16,875 shares; 2024Q4: 16,157 shares; 2025Q1: 15,581 shares; 2025Q2: 15,716 shares; 2025Q3: 15,981 shares; 2025Q4: 16,072 shares 16,072 $752K 0.04% +91 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: 3,479 shares; 2024Q4: 3,373 shares; 2025Q1: 3,378 shares; 2025Q2: 3,278 shares; 2025Q3: 3,282 shares; 2025Q4: 3,404 shares 3,404 $748K 0.04% +122 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,856 shares; 2024Q4: 10,556 shares; 2025Q1: 10,556 shares; 2025Q2: 10,356 shares; 2025Q3: 9,506 shares; 2025Q4: 8,556 shares 8,556 $734K 0.04% -950 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,207 shares; 2025Q3: 7,999 shares; 2025Q4: 10,453 shares 10,453 $724K 0.04% +2,454 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,834 shares; 2024Q4: 120,673 shares; 2025Q1: 114,846 shares; 2025Q2: 109,706 shares; 2025Q3: 94,109 shares; 2025Q4: 60,230 shares 60,230 $714K 0.04% -33,879 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: 1,118 shares; 2024Q4: 1,039 shares; 2025Q1: 986 shares; 2025Q2: 1,107 shares; 2025Q3: 1,136 shares; 2025Q4: 1,161 shares 1,161 $663K 0.04% +25 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,055 shares; 2024Q4: 61,341 shares; 2025Q1: 58,743 shares; 2025Q2: 58,052 shares; 2025Q3: 59,558 shares; 2025Q4: 58,406 shares 58,406 $658K 0.04% -1,152 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: 4,664 shares; 2024Q4: 4,523 shares; 2025Q1: 4,491 shares; 2025Q2: 4,476 shares; 2025Q3: 4,251 shares; 2025Q4: 4,095 shares 4,095 $656K 0.03% -156 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 9,473 shares; 2025Q1: 9,198 shares; 2025Q2: 9,085 shares; 2025Q3: 9,015 shares; 2025Q4: 8,085 shares 8,085 $653K 0.03% -930 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,163 shares; 2025Q1: 8,138 shares; 2025Q2: 8,108 shares; 2025Q3: 7,777 shares; 2025Q4: 7,760 shares 7,760 $636K 0.03% -17 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: 10,217 shares; 2024Q4: 30,275 shares; 2025Q1: 24,189 shares; 2025Q2: 23,936 shares; 2025Q3: 22,126 shares; 2025Q4: 23,806 shares 23,806 $624K 0.03% +1,680 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 4,590 shares; 2025Q1: 4,316 shares; 2025Q2: 4,067 shares; 2025Q3: 4,610 shares; 2025Q4: 4,947 shares 4,947 $616K 0.03% +337 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,226 shares; 2025Q1: 9,226 shares; 2025Q2: 9,226 shares; 2025Q3: 8,734 shares; 2025Q4: 8,734 shares 8,734 $611K 0.03% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 1,992 shares; 2025Q3: 2,226 shares; 2025Q4: 1,897 shares 1,897 $607K 0.03% -329 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,475 shares; 2024Q4: 10,613 shares; 2025Q1: 10,441 shares; 2025Q2: 10,023 shares; 2025Q3: 10,020 shares; 2025Q4: 10,020 shares 10,020 $607K 0.03% 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: 1,681 shares; 2024Q4: 1,716 shares; 2025Q1: 1,687 shares; 2025Q2: 1,647 shares; 2025Q3: 1,651 shares; 2025Q4: 1,626 shares 1,626 $602K 0.03% -25 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: 6,179 shares; 2024Q4: 5,572 shares; 2025Q1: 5,225 shares; 2025Q2: 5,085 shares; 2025Q3: 4,352 shares; 2025Q4: 2,938 shares 2,938 $600K 0.03% -1,414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,651 shares; 2025Q3: 8,253 shares; 2025Q4: 8,103 shares 8,103 $597K 0.03% -150 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 1,732 shares; 2025Q2: 1,741 shares; 2025Q3: 2,019 shares; 2025Q4: 1,959 shares 1,959 $595K 0.03% -60 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,942 shares; 2024Q4: 37,857 shares; 2025Q1: 36,737 shares; 2025Q2: 32,075 shares; 2025Q3: 27,967 shares; 2025Q4: 25,802 shares 25,802 $594K 0.03% -2,165 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: 18,955 shares; 2024Q4: 18,223 shares; 2025Q1: 17,217 shares; 2025Q2: 16,217 shares; 2025Q3: 12,898 shares; 2025Q4: 10,032 shares 10,032 $588K 0.03% -2,866 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,177 shares; 2024Q4: 7,877 shares; 2025Q1: 7,753 shares; 2025Q2: 6,642 shares; 2025Q3: 6,457 shares; 2025Q4: 6,297 shares 6,297 $584K 0.03% -160 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: 11,037 shares; 2024Q4: 16,051 shares; 2025Q1: 15,328 shares; 2025Q2: 13,042 shares; 2025Q3: 12,252 shares; 2025Q4: 11,843 shares 11,843 $583K 0.03% -409 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: 44,734 shares; 2024Q4: 41,585 shares; 2025Q1: 39,906 shares; 2025Q2: 39,495 shares; 2025Q3: 43,648 shares; 2025Q4: 43,464 shares 43,464 $570K 0.03% -184 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,129 shares; 2024Q4: 16,958 shares; 2025Q1: 16,184 shares; 2025Q2: 15,479 shares; 2025Q3: 14,511 shares; 2025Q4: 13,155 shares 13,155 $562K 0.03% -1,356 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,964 shares; 2024Q4: 37,710 shares; 2025Q1: 35,741 shares; 2025Q2: 20,483 shares; 2025Q3: 11,534 shares; 2025Q4: 8,749 shares 8,749 $557K 0.03% -2,785 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,466 shares 16,466 $548K 0.03% new Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,664 shares; 2024Q4: 64,109 shares; 2025Q1: 54,275 shares; 2025Q2: 49,745 shares; 2025Q3: 40,511 shares; 2025Q4: 37,552 shares 37,552 $544K 0.03% -2,959 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,594 shares; 2024Q4: 13,705 shares; 2025Q1: 12,536 shares; 2025Q2: 39,328 shares; 2025Q3: 34,359 shares; 2025Q4: 17,933 shares 17,933 $542K 0.03% -16,426 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: 1,939 shares; 2024Q4: 1,899 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares 1,534 $539K 0.03% 0 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: 3,760 shares; 2024Q4: 3,764 shares; 2025Q1: 3,546 shares; 2025Q2: 3,284 shares; 2025Q3: 3,288 shares; 2025Q4: 3,291 shares 3,291 $538K 0.03% +3 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,738 shares; 2025Q2: 10,174 shares; 2025Q3: 9,926 shares; 2025Q4: 9,526 shares 9,526 $537K 0.03% -400 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: 766 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 823 shares; 2025Q3: 866 shares; 2025Q4: 866 shares 866 $532K 0.03% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,638 shares; 2025Q1: 2,638 shares; 2025Q2: 2,531 shares; 2025Q3: 2,462 shares; 2025Q4: 2,440 shares 2,440 $532K 0.03% -22 Timeline SCHE 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: 36,146 shares; 2024Q4: 30,908 shares; 2025Q1: 26,005 shares; 2025Q2: 20,608 shares; 2025Q3: 17,680 shares; 2025Q4: 15,930 shares 15,930 $522K 0.03% -1,750 Timeline PRF 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: 13,320 shares; 2024Q4: 13,249 shares; 2025Q1: 12,318 shares; 2025Q2: 12,011 shares; 2025Q3: 11,425 shares; 2025Q4: 11,102 shares 11,102 $521K 0.03% -323 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,027 shares; 2025Q3: 2,117 shares; 2025Q4: 2,089 shares 2,089 $511K 0.03% -28 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: 2,988 shares; 2024Q4: 2,801 shares; 2025Q1: 3,697 shares; 2025Q2: 3,574 shares; 2025Q3: 3,804 shares; 2025Q4: 3,786 shares 3,786 $488K 0.03% -18 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,021 shares; 2024Q4: 46,853 shares; 2025Q1: 42,872 shares; 2025Q2: 40,450 shares; 2025Q3: 31,839 shares; 2025Q4: 27,558 shares 27,558 $477K 0.03% -4,281 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: 2,635 shares; 2024Q4: 1,953 shares; 2025Q1: 1,854 shares; 2025Q2: 1,658 shares; 2025Q3: 1,286 shares; 2025Q4: 1,631 shares 1,631 $471K 0.03% +345 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 5,381 shares 5,381 $469K 0.03% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares 3,540 $466K 0.02% 0 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: 595 shares; 2024Q4: 590 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 528 shares; 2025Q4: 519 shares 519 $456K 0.02% -9 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares 3,954 $453K 0.02% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 4,572 shares; 2025Q1: 4,210 shares; 2025Q2: 3,690 shares; 2025Q3: 4,277 shares; 2025Q4: 4,199 shares 4,199 $448K 0.02% -78 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,071 shares; 2025Q1: 3,648 shares; 2025Q2: 3,593 shares; 2025Q3: 3,576 shares; 2025Q4: 3,543 shares 3,543 $439K 0.02% -33 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: 3,886 shares; 2024Q4: 3,743 shares; 2025Q1: 3,792 shares; 2025Q2: 3,436 shares; 2025Q3: 3,353 shares; 2025Q4: 3,317 shares 3,317 $428K 0.02% -36 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 4,335 shares; 2025Q1: 4,336 shares; 2025Q2: 4,388 shares; 2025Q3: 4,326 shares; 2025Q4: 4,297 shares 4,297 $427K 0.02% -29 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: 5,134 shares; 2024Q4: 4,277 shares; 2025Q1: 4,272 shares; 2025Q2: 4,162 shares; 2025Q3: 3,723 shares; 2025Q4: 3,653 shares 3,653 $426K 0.02% -70 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,399 shares; 2025Q1: 6,399 shares; 2025Q2: 6,399 shares; 2025Q3: 6,304 shares; 2025Q4: 6,442 shares 6,442 $425K 0.02% +138 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,656 shares; 2024Q4: 47,668 shares; 2025Q1: 46,288 shares; 2025Q2: 43,359 shares; 2025Q3: 34,598 shares; 2025Q4: 34,088 shares 34,088 $424K 0.02% -510 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: 5,286 shares; 2024Q4: not reported; 2025Q1: 4,488 shares; 2025Q2: 4,488 shares; 2025Q3: 4,488 shares; 2025Q4: 4,182 shares 4,182 $418K 0.02% -306 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,208 shares; 2024Q4: 6,399 shares; 2025Q1: 6,286 shares; 2025Q2: 5,524 shares; 2025Q3: 5,235 shares; 2025Q4: 4,905 shares 4,905 $414K 0.02% -330 Timeline AVGE 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: 4,209 shares; 2024Q4: 4,879 shares; 2025Q1: 4,591 shares; 2025Q2: 3,645 shares; 2025Q3: 3,901 shares; 2025Q4: 4,724 shares 4,724 $406K 0.02% +823 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: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 854 shares; 2025Q3: 857 shares; 2025Q4: 858 shares 858 $406K 0.02% +1 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: 4,509 shares; 2024Q4: 5,309 shares; 2025Q1: 4,071 shares; 2025Q2: 4,506 shares; 2025Q3: 3,906 shares; 2025Q4: 3,217 shares 3,217 $403K 0.02% -689 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,336 shares; 2025Q1: 3,295 shares; 2025Q2: 3,288 shares; 2025Q3: 3,291 shares; 2025Q4: 3,330 shares 3,330 $400K 0.02% +39 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: 416 shares; 2024Q4: 469 shares; 2025Q1: 441 shares; 2025Q2: 471 shares; 2025Q3: 484 shares; 2025Q4: 462 shares 462 $398K 0.02% -22 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: 5,170 shares; 2025Q2: 6,360 shares; 2025Q3: 5,993 shares; 2025Q4: 4,580 shares 4,580 $392K 0.02% -1,413 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,855 shares; 2025Q4: 6,055 shares 6,055 $390K 0.02% +200 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 7,491 shares; 2025Q1: 7,267 shares; 2025Q2: 7,174 shares; 2025Q3: 6,623 shares; 2025Q4: 6,321 shares 6,321 $390K 0.02% -302 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,967 shares; 2025Q4: 1,863 shares 1,863 $389K 0.02% -104 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: 1,170 shares; 2024Q4: 1,065 shares; 2025Q1: 1,040 shares; 2025Q2: 1,036 shares; 2025Q3: 1,036 shares; 2025Q4: 1,038 shares 1,038 $388K 0.02% +2 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: 23,161 shares; 2024Q4: 20,724 shares; 2025Q1: 29,326 shares; 2025Q2: 28,981 shares; 2025Q3: 17,272 shares; 2025Q4: 14,710 shares 14,710 $387K 0.02% -2,562 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: 8,239 shares; 2024Q4: 8,239 shares; 2025Q1: 8,239 shares; 2025Q2: 8,239 shares; 2025Q3: 8,239 shares; 2025Q4: 8,239 shares 8,239 $386K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,581 shares; 2024Q4: 5,408 shares; 2025Q1: 5,349 shares; 2025Q2: 5,172 shares; 2025Q3: 5,355 shares; 2025Q4: 5,688 shares 5,688 $382K 0.02% +333 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: 24,494 shares; 2024Q4: 20,520 shares; 2025Q1: 20,275 shares; 2025Q2: 19,220 shares; 2025Q3: 17,727 shares; 2025Q4: 10,887 shares 10,887 $378K 0.02% -6,840 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: 3,287 shares; 2024Q4: 3,289 shares; 2025Q1: 3,287 shares; 2025Q2: 3,238 shares; 2025Q3: 3,244 shares; 2025Q4: 3,244 shares 3,244 $369K 0.02% 0 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: 10,717 shares; 2024Q4: 11,331 shares; 2025Q1: 2,801 shares; 2025Q2: 1,111 shares; 2025Q3: 1,017 shares; 2025Q4: 753 shares 753 $364K 0.02% -264 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: 997 shares; 2024Q4: 2,524 shares; 2025Q1: 3,055 shares; 2025Q2: 1,968 shares; 2025Q3: 1,951 shares; 2025Q4: 1,665 shares 1,665 $361K 0.02% -286 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 3,336 shares; 2025Q3: 4,125 shares; 2025Q4: 4,756 shares 4,756 $359K 0.02% +631 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: 11,836 shares; 2024Q4: 14,150 shares; 2025Q1: 13,013 shares; 2025Q2: 8,574 shares; 2025Q3: 4,514 shares; 2025Q4: 3,654 shares 3,654 $342K 0.02% -860 Timeline SPMB 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: 14,874 shares; 2024Q4: 14,874 shares; 2025Q1: 14,874 shares; 2025Q2: 14,874 shares; 2025Q3: 14,874 shares; 2025Q4: 14,874 shares 14,874 $333K 0.02% 0 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: 4,822 shares; 2024Q4: 4,251 shares; 2025Q1: 3,615 shares; 2025Q2: 2,382 shares; 2025Q3: 1,766 shares; 2025Q4: 1,203 shares 1,203 $331K 0.02% -563 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,247 shares; 2024Q4: 9,044 shares; 2025Q1: 6,396 shares; 2025Q2: 6,258 shares; 2025Q3: 6,264 shares; 2025Q4: 6,264 shares 6,264 $331K 0.02% 0 Timeline FNDB 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: 3,933 shares; 2024Q4: 11,847 shares; 2025Q1: 12,125 shares; 2025Q2: 12,172 shares; 2025Q3: 12,209 shares; 2025Q4: 12,258 shares 12,258 $326K 0.02% +49 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,583 shares; 2025Q1: 2,113 shares; 2025Q2: 1,940 shares; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares 1,644 $321K 0.02% 0 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE 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: 5,127 shares 5,127 $317K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,565 shares; 2025Q2: 3,565 shares; 2025Q3: 3,565 shares; 2025Q4: 3,887 shares 3,887 $316K 0.02% +322 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: 4,475 shares; 2024Q4: 4,383 shares; 2025Q1: 4,360 shares; 2025Q2: 4,102 shares; 2025Q3: 4,235 shares; 2025Q4: 4,938 shares 4,938 $308K 0.02% +703 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,086 shares; 2025Q1: 955 shares; 2025Q2: 930 shares; 2025Q3: 879 shares; 2025Q4: 757 shares 757 $305K 0.02% -122 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: 5,112 shares; 2024Q4: 3,121 shares; 2025Q1: 2,962 shares; 2025Q2: 2,993 shares; 2025Q3: 3,362 shares; 2025Q4: 3,264 shares 3,264 $304K 0.02% -98 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: 1,651 shares; 2024Q4: 2,489 shares; 2025Q1: 1,328 shares; 2025Q2: 1,363 shares; 2025Q3: 1,420 shares; 2025Q4: 1,421 shares 1,421 $297K 0.02% +1 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 2,365 shares 2,365 $297K 0.02% new Timeline SCHA 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: 6,225 shares; 2024Q4: 10,810 shares; 2025Q1: 10,837 shares; 2025Q2: 10,218 shares; 2025Q3: 10,783 shares; 2025Q4: 10,391 shares 10,391 $296K 0.02% -392 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,676 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,634 shares; 2025Q4: 3,634 shares 3,634 $292K 0.02% 0 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: 3,494 shares; 2024Q4: 3,494 shares; 2025Q1: 3,392 shares; 2025Q2: 3,264 shares; 2025Q3: 3,194 shares; 2025Q4: 2,886 shares 2,886 $291K 0.02% -308 Timeline MLN 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: 23,394 shares; 2024Q4: 22,005 shares; 2025Q1: 21,172 shares; 2025Q2: 21,172 shares; 2025Q3: 16,606 shares; 2025Q4: 16,606 shares 16,606 $291K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,356 shares; 2025Q3: 3,467 shares; 2025Q4: 3,215 shares 3,215 $289K 0.02% -252 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,391 shares 9,391 $283K 0.02% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,637 shares; 2025Q3: 22,406 shares; 2025Q4: 18,800 shares 18,800 $283K 0.02% -3,606 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 9,050 shares 9,050 $283K 0.02% new 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: 3,685 shares; 2024Q4: 10,756 shares; 2025Q1: 10,084 shares; 2025Q2: 10,101 shares; 2025Q3: 10,265 shares; 2025Q4: 10,282 shares 10,282 $282K 0.02% +17 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 3,734 shares; 2025Q1: 3,586 shares; 2025Q2: 3,470 shares; 2025Q3: 3,218 shares; 2025Q4: 3,218 shares 3,218 $281K 0.01% 0 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: 9,969 shares; 2024Q4: 9,969 shares; 2025Q1: 9,878 shares; 2025Q2: 9,541 shares; 2025Q3: 8,915 shares; 2025Q4: 8,482 shares 8,482 $281K 0.01% -433 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 15,276 shares; 2025Q1: 15,276 shares; 2025Q2: 14,441 shares; 2025Q3: 14,241 shares; 2025Q4: 14,241 shares 14,241 $276K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,400 shares; 2025Q1: 3,375 shares; 2025Q2: 3,318 shares; 2025Q3: 3,283 shares; 2025Q4: 3,283 shares 3,283 $272K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares 1,504 $271K 0.01% 0 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: 6,233 shares; 2024Q4: 5,918 shares; 2025Q1: 5,367 shares; 2025Q2: 4,177 shares; 2025Q3: 3,949 shares; 2025Q4: 3,817 shares 3,817 $267K 0.01% -132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,366 shares; 2025Q4: 1,491 shares 1,491 $265K 0.01% +125 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 1,856 shares 1,856 $262K 0.01% 0 Timeline DFAW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,530 shares 3,530 $261K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,265 shares; 2025Q1: 2,285 shares; 2025Q2: 2,169 shares; 2025Q3: 2,179 shares; 2025Q4: 2,229 shares 2,229 $257K 0.01% +50 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,125 shares; 2025Q1: 2,970 shares; 2025Q2: 2,907 shares; 2025Q3: 2,802 shares; 2025Q4: 2,588 shares 2,588 $256K 0.01% -214 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares 2,238 $255K 0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 4,296 shares; 2025Q1: 3,067 shares; 2025Q2: 1,418 shares; 2025Q3: 1,125 shares; 2025Q4: 748 shares 748 $255K 0.01% -377 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: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,198 shares 1,198 $254K 0.01% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,826 shares; 2024Q4: 8,399 shares; 2025Q1: 8,869 shares; 2025Q2: 9,893 shares; 2025Q3: 9,780 shares; 2025Q4: 9,426 shares 9,426 $253K 0.01% -354 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,451 shares; 2025Q1: 6,272 shares; 2025Q2: 12,104 shares; 2025Q3: 12,311 shares; 2025Q4: 5,629 shares 5,629 $251K 0.01% -6,682 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: 6,688 shares; 2024Q4: 7,239 shares; 2025Q1: 5,228 shares; 2025Q2: 3,067 shares; 2025Q3: 1,971 shares; 2025Q4: 1,632 shares 1,632 $245K 0.01% -339 Timeline SHYD 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: 12,070 shares; 2024Q4: 11,915 shares; 2025Q1: 11,191 shares; 2025Q2: 10,865 shares; 2025Q3: 10,603 shares; 2025Q4: 10,603 shares 10,603 $243K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,569 shares; 2025Q2: 1,503 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares 1,501 $241K 0.01% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,949 shares; 2025Q4: 3,156 shares 3,156 $240K 0.01% -793 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,154 shares; 2025Q1: 943 shares; 2025Q2: 716 shares; 2025Q3: 696 shares; 2025Q4: 696 shares 696 $239K 0.01% 0 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: 704 shares; 2025Q2: 876 shares; 2025Q3: 768 shares; 2025Q4: 597 shares 597 $237K 0.01% -171 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,078 shares; 2024Q4: 6,556 shares; 2025Q1: 5,498 shares; 2025Q2: 5,301 shares; 2025Q3: 4,599 shares; 2025Q4: 4,630 shares 4,630 $235K 0.01% +31 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: 634 shares; 2024Q4: 634 shares; 2025Q1: 613 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 585 shares 585 $228K 0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 765 shares 765 $222K 0.01% 0 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 9,829 shares; 2025Q1: 9,829 shares; 2025Q2: 9,829 shares; 2025Q3: 8,979 shares; 2025Q4: 8,979 shares 8,979 $220K 0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,705 shares; 2024Q4: 10,769 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,188 shares 9,188 $219K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 485 shares 485 $218K 0.01% -175 Timeline VAL VALARIS LTD More: the full row for VALARIS 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: 4,325 shares; 2025Q4: 4,325 shares 4,325 $218K 0.01% 0 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: 3,399 shares; 2024Q4: 3,399 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,873 shares 2,873 $217K 0.01% new Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,628 shares; 2025Q1: 3,530 shares; 2025Q2: 3,489 shares; 2025Q3: 3,052 shares; 2025Q4: 2,649 shares 2,649 $214K 0.01% -403 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 9,155 shares; 2025Q1: 8,121 shares; 2025Q2: not reported; 2025Q3: 8,429 shares; 2025Q4: 8,221 shares 8,221 $205K 0.01% -208 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,782 shares; 2024Q4: 34,093 shares; 2025Q1: 23,770 shares; 2025Q2: 16,611 shares; 2025Q3: 13,260 shares; 2025Q4: 10,352 shares 10,352 $202K 0.01% -2,908 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,780 shares; 2025Q2: 14,780 shares; 2025Q3: 14,780 shares; 2025Q4: 14,780 shares 14,780 $172K 0.01% 0 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 34,000 shares; 2025Q3: 34,000 shares; 2025Q4: 34,000 shares 34,000 $136K 0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,007 shares; 2024Q4: 25,699 shares; 2025Q1: 25,345 shares; 2025Q2: 21,755 shares; 2025Q3: 16,544 shares; 2025Q4: 14,821 shares 14,821 $106K 0.01% -1,723 Timeline